Finance & Administration

Financial operations management includes a variety of complementary functions. Managing internal teams is challenging enough, but when you add-in their partners, suppliers, part time and outsourced counterparts, maintaining the status quo replaces improvement as the objective. Furthermore, as financial managers are not well equipped to pursue process improvements themselves, they frequently resist attempts made by other internal groups. ClientLoyalty centralizes and standardizes the approach for everyone.


Example financial departments (below):

  • Accounting
  • Credit and Collections
  • Tax Compliance
  • Travel Expenses
  • Treasury and Cash Management
  • Capital Planning
  • Legal and General & Administrative (G&A)


We can only manage what we can measure. A constructive approach to defining the key metrics and standardizing the measurement of performance yields:

  • Reduced risk
  • Increased accountability
  • Focused continuous improvement discipline

ClientLoyalty’s data model is exhaustive yet flexible. It is based on four data types:

  • Performance – operational data (KPIs) (ex. Time to Close the Books)
  • Experience – 360 feedback data
  • Reputation – social and news sentiment
  • Risk – supplier risk and control environment


When governing processes are centralized and standardized, the following benefits are more fully realized:

  • Increased compliance
  • Improved productivity
  • Reduced duplication of tasks

ClientLoyalty centralizes, standardizes and automates core performance management processes. The system allows workflows to be configured and automated to ensure that time sensitive tasks are given appropriate priority and effectively executed.

  • Document management – tag and store critical documents (NDA, COI, notes, etc.)
  • Contact management – identify and tag critical internal and partner contacts
  • Contract details – create standardized tags to identify contracts in and out of compliance
  • Spend management – upload actual to budget spend and identify areas of over/under

Let’s Talk:

ClientLoyalty transforms SPM. The spreadsheets, ad hoc survey tools and shared drives that we replace are no match for the disciplined, continuous improvement process we deliver. Contact us so we can talk further about your needs.

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