Webinar Details
Course Description
Every finance team believes their ERP workflows are “pretty efficient” — until they see the data.
We analyzed hundreds of ERP and NetSuite users across finance, manufacturing, wholesale, and software. The results were consistent — and alarming. The average finance professional loses 19 workdays a year just managing documents and emails inside their ERP.
In this interactive LIVE benchmarking session, you’ll compare your own finance workflows against real-world data, uncover where your team is losing ROI, and learn how leading organizations are closing the gap.
We’ll explore the top time and compliance drains in financial document management — from manual approvals to missing audit trails — and show how integrated, intelligent document management systems can reclaim productivity, reduce risk, and strengthen governance.
This session includes a live quiz and benchmarking exercise so you can see exactly where your organization stands — and the steps to improve immediately.
Learning Objectives
After attending this session, participants will be able to:
- Identify the most common workflow inefficiencies in finance operations, including document handling, version control, approvals, and audit readiness.
- Quantify the hidden productivity and financial costs of unstructured document workflows — and understand how they lead to compliance risk.
- Compare their organization’s document and email management processes against benchmark data from hundreds of ERP-enabled finance teams.
- Evaluate how integrated document management inside an ERP (such as NetSuite) improves data accuracy, reduces manual workload, and enhances audit confidence.
- Outline practical next steps to reclaim up to 19 workdays per employee annually through workflow automation and centralized, contextual data.
Learning Objectives
- Please refer to the course description for the learning objectives.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals including those in mid-market finance who work with ERP systems including NetSuite.
Advanced Preparation
None
Presenter Details
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Saf Ahmed
- Senior Software Sales Consultant
Saf Ahmed is a Senior Software Sales Consultant at Workiro with over 20 years of experience in SaaS sales. He’s worked across ERP, EHSQ, and customer experience software, helping teams solve practical problems with the right technology. Saf takes a down-to-earth, consultative approach and has a knack for understanding how different parts of a business work together. He’s held roles at companies like Oracle, Cority, and Critizr, and is someone people turn to when they need clear, honest advice about making software work in the real world.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Benchmark Your ERP Workflows [LIVE!] — Discover Where Finance Teams Lose 19 Days a Year
Sponsored by Workiro
- Oct 29, 2025
- 2:00 PM EDT
- Credits: 1.00
FREE
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