Business Transformation Scorecard™ - Finance & Accounting

Curious how much of your BC / NAV system you’re not using? See for yourself!

Instructions: Please select Yes or No for each question. When done, click “Evaluate" to receive your score and ranking via email. Please note your responses are not saved until the end.

Accounts Payable

Are you...

  Receiving authorization prior to a purchase?

  Using recurring purchase lines to eliminate vendor data entry?

  Receiving at least 50% of your invoices electronically?

  Taking longer than 24 hours to receive invoice approval once entered?

  Storing 100% of your invoices electronically?

  Using Suggest Vendor Payments?

  Using positive pay?

  Paying at least 50% of your invoices electronically?

  Sending your remittance advices automatically?

  Using OCR to enter your invoices?

  Monitoring your cash balance daily?

Accounts Receivable

Are you...

  Scanning any paper checks received?

  Importing into BC/NAV the data feed of scanned checks sent to the bank?

  If a lockbox is used, importing the lockbox data file into BC/NAV?

  Receiving at least 50% of your payments via ACH?

  Sending reminders automatically to overdue customers?

  Using Late Payment Prediction?

Journals

Are you...

  Using standard journals to reduce data entry on general journals?

  Using recurring journal entries?

  Attaching documents to journal entries?

  Using batch approvals?

  Using reversing journals for monthly accruals?

Reporting and Budgeting

Are you...

  Using only BC / NAV to create your financial reports?

  Creating your financial reports using Account Schedules?

  Using dimensions with your financial reports?

  Exporting your financial statements to refreshable Excel templates with automated formatting?

  Incorporating budgets with your financial reports?

  Creating your cash flow statements in BC/NAV?

  Using Power BI to generate financial KPI dashboards?

Month-end Closing

Are you...

  Closing your month-end in less than 5 days?

  Spending more than 2 days during your month-end close resolving errors?

  Reconciling all balance sheet accounts monthly?

  Keeping your sub-ledgers in perpetual balance with your General Ledger?

  Confident that you fully understand the impact of using adjust cost on your inventory costing?



Your score:

Your Business Transformation Scale™ rank:

Thank you for completing the Business Transformation Scorecard™! To receive your score and results, please complete the form below.

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See what our students have to say about our classes!

  • For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors.
    Scott Hulme
    Nature Fresh Farms
    They put on a phenomenal course that is both engaging and informational. I learned tons of simple tips and tricks to improve efficiency and had the opportunity to practice new concepts with hands on time during the class. I loved hearing their experiences and learning best practices that I can now apply in my company.
    Kelsey Colvin
    Barkley Company
    Navision is a powerful software for capturing data. This class is one of the ways to understand how to collect, manage and report on the data most effectively. Why try to learn it on your own when you can take advantage of their knowledge?
    Joanie Quinlan
    Sun Valley Rice
  • For a new user, this was a must for me. It really covered the basics of the accounting functions and best practices.
    Marni Stallings
    Maxilift
    This course is a must for those new to NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the “small stuff” that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn’t know you didn’t know about Nav. Whether a new user or seasoned veteran, there will be useful takeaways from the course.
    Jen Brickner
    Andy Gump
    For any Controller using NAV, if you are in the process of converting to NAV, if you’re new to NAV or if you’ve been using NAV for a while, this is the class for you. They will either reinforce what you already know but more likely show you things that you don’t know, point out things that you should be doing and things that you shouldn’t be doing. I highly recommend this class.
    Christopher Scrivner
    Rava Ranches
  • The Controller’s Boot Camp provides content with the right level of detail and hands on exercises that you can immediately use back in the office. The presenters are seasoned and provide real life guidance.
    Scott Sherburne
    Sun Valley Rice
    This course was fantastic for me as a new NAV user, but the whole group seemed to get a lot of best practices and ways to improve their existing systems. They are great instructors!
    Melissa Acker
    Terso Solutions
    And lastly, YOUR class on schedules has made ME look like a hero. Running month end reports in Jet used to take 2-3 hours and the owner hated the way they looked. Running 6 schedules (CM, YTD, PM, PYTD, Budget CM and Budget YTD) takes about 10 minutes and it’s formatted EXACTLY the way the owner wants – and has wanted for 10 years. And I add ad hoc reports all the time – I LOVE schedules so thank you for making them so easy to understand.
    Bruce Ostrowsky
    World Emblem
The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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