Join us for our monthly "Ask Us Anything" session, where we answer all your burning questions on financial modelling, analytics, and automation.

This is your chance to connect with us, get to know us better, and gain a deeper understanding of how we can help you to leverage technology.

Register now and get ready to have all your questions answered!

Sessions will run monthly for 6 months ending October 2023.

Join us for our monthly "Ask Us Anything" session, where we answer all your burning questions on financial modelling, analytics, and automation.

This is your chance to connect with us, get to know us better, and gain a deeper understanding of how we can help you to leverage technology.

Register now and get ready to have all your questions answered!

Sessions will run monthly for 6 months ending October 2023.

1. A quick recap on the 5D business model and the final phase.

2. This final phase is focused on the ongoing relationship in how you Deliver value over time.

3. Understanding the importance of having clear goals and how this can be used to measure success through time and into the future.

4. A practical use case example to get you thinking on your toes.

5. Feedback and discussion of potential actual client scenarios.

6. Documenting your findings and how you might look to develop longer-term sustainable ways of looking for insights to improve cash flows.

7. Defining your next steps at identifying the right team and members of your business that will take ownership of this ongoing and arguably most important phase.

1. A quick recap on the 5D business model and the next phase.

2. This next phase is the Develop phase and we will take a closer look at how you can explore automation inside your favourite tool, Excel.

3. We will show you how you can easily develop cash flow scenarios and solutions.

4. Giving you ideas on how you might be able to scale a solution that is dynamic and flexible enough to handle any client cash flow problems.

5. Practical use case example to get your mind ticking.

6. Feedback and discuss other live customer scenarios.

7. Documenting your findings and how you might approach future development of solutions.

8. Defining the next steps that you might take post-development and consider how this might impact future phases.

1. A quick recap on the 5D business model and the next phases.

2. This next phase is Design and we will take a closer look.

3. What is the solution (technical, business, tax compliance or accounting) to be implemented to assist in resolving cash flow issues?

4. Understanding how well you are able to estimate the associated costs relating to the development of any solution to their needs.

5. Practical use case example.

6. Feedback and discuss potential actual client scenarios.

7. Documenting your findings and defining your next steps in applying design to your future engagements.

8. Identifying any areas that you would focus on with regards to Design.

1. A quick recap on the 5D business model and the next phases.

2. This next phase is Discover and Define and we will take a closer look.

3. Understanding how well you have understood the root cause of clients’ cash flow issues.

4. A practical use case example to get you thinking on your toes.

5. Feedback and discussion of learning and sharing of possible client scenarios.

6. Documenting your findings at your discovery engagements.

7. Formulating and defining your next steps to take them on the journey.

8. Identifying any areas that you would likely focus on to help solve your clients’ problems.

1. We will be covering the structure and overview of the masterclass series with learning outcomes defined.

2. We will explore the Why, How and What? of cashflow advisory to understand the complexities involved in achieving success.

3. Introduction to the 5D business model to deliver Cash Flow Advisory services.

4. We will explore different pricing models to apply to your business to balance the risk you take.

5. We will cover all tools, including of course how to leverage EXL Clouds cash flow modelling tools.