Money Management Mastery


Project Description:

Money Management Mastery is a transformative project focused on the design and implementation of a cutting-edge Accounts Receivable (A/R) system that streamlines financial processes, improves cash flow, and enhances overall efficiency for organizations.
Main scope item are automated invoicing, payment reminders, and reconciliation processes, reducing manual effort while minimizing errors. Advanced reporting and analytics tools empower stakeholders with actionable insights into A/R performance, aging reports, and customer payment trends. Additionally, the system offers configurable dashboards, allowing users to customize their interface for maximum productivity
The project begins with a thorough assessment of current A/R workflows to identify pain points, inefficiencies, and areas ripe for automation. Leveraging advanced financial software, Money Management Mastery introduces a centralized platform that integrates seamlessly with existing enterprise systems to provide real-time visibility into receivables, payments, and customer accounts.


Leadership

Division:
Finance
Division Officer:
Tony Perez
Dept President:
Matt Kliongman
Dept Manager:
Rocco Lee
Department Sr. V.P.:
Raegan Harris
Department VP:
Mylah Macdonald

Project Team

Sponsor:
Elle Hodge
Program Manager:
Archie Payne
Project Manager:
Terrance Carr

Project Stats

Status:
status (C)
Project Phase:
Maintenance
Phase % Complete:
100%
Project % Comp:
100%
Risks:
4
Issues:
4

Delivery Dates

Sched. Start:
01-01-2024
Sched. End:
08-30-2024
Actual Start:
01-01-2024
Actual End:
08-30-2024
Variance:
0 Days (0%)

Finances

Approved Budget:
$125,000
Change Costs:
$20,000
Revised Budgets:
$145,000
CRs:
Project Actuals:
$139,587
Earned Value:
0.96

Resources

Architect:
Troy Kingman
Engineer:
Andy Peltzer
Developer:
Carlos Sainz
Network:
Gilligan Galoor
Database:
Skippa L'Captain

Issue Notes