The Briefing

How to Close Faster and Reduce Audit Risk - Fixing Financial Document Gaps in NetSuite

Finance teams are under constant pressure to close the books faster and keep auditors happy, but hidden document gaps in NetSuite are slowing everything down. Critical emails, approvals, and contracts live outside the system, creating blind spots, delays, and compliance headaches. But what if you could fix that without hiring more people or overhauling your ERP? In this episode of The Briefing, Chris Muir (VP, Workiro) and Saf Ahmed (Senior BDM, Workiro) break down the real reason finance processes like Quote-to-Cash, Procure-to-Pay, and Record-to-Report so often stall and what leading teams are doing differently. Learn how to: ✔ Spot and fix hidden document and approval blockers inside NetSuite ✔ Cut 3+ hours of admin per user, per week ✔ Strengthen compliance with audit-ready workflows ✔ Scale operations without adding headcount Listen now and discover how to close faster, reduce audit risk, and finally get full visibility into your financial workflows. Introducing The Briefing: your essential series of webinars and podcasts focused on delivering key business insights. Packed with expert advice, each episode covers the latest trends, critical legislation, and practical strategies to help you stay ahead. Whether it’s compliance, industry updates, or innovative solutions, Workiro's The Briefing ensures you're equipped with the knowledge you need to drive success.

Streamlining Your Quote-to-Cash Process with NetSuite and Salesforce

Every day, businesses lose revenue and frustrate customers because their Quote-to-Cash process is riddled with manual steps, disconnected systems, and delays. But what if you could fix that without ripping everything out and starting again? In this episode of The Briefing, Jason Ross (Enterprise Solutions Strategist, Workiro) and Helena Di Favro (Customer Success Manager, Workato) dig into the core challenges plaguing the QTC process, and the hidden cost of ignoring them. From broken approval chains to siloed data across NetSuite and Salesforce, they’ll reveal the real reason so many teams struggle to get paid faster and scale smarter. Learn how to: ✔ Eliminate friction with seamless NetSuite and Salesforce integrations ✔ Automate document and approval workflows to accelerate cash flow ✔ Gain real-time visibility across your QTC cycle ✔ Prepare your systems for growth, M&A, and happier customers Listen now and discover how to improve your quote-to-cash process. Introducing The Briefing: your essential series of webinars and podcasts focused on delivering key business insights. Packed with expert advice, each episode covers the latest trends, critical legislation, and practical strategies to help you stay ahead. Whether it’s compliance, industry updates, or innovative solutions, Workiro's The Briefing ensures you're equipped with the knowledge you need to drive success.

Why COOs Should Prioritise Operational Efficiency Over Growth

Every day, COOs and operations leaders struggle with the same silent killers: fragmented systems, endless back-and-forth between teams, and decisions made on stale data. The result? Slower sales cycles, missed revenue, and a quote-to-cash process that’s anything but seamless. In this episode of The Briefing, Chris Muir (VP Sales, Workiro) and Andy Zinkle (Director, Go Virtual Office) break down the operational traps that stall growth and show how streamlining your processes isn’t just smart, it’s non-negotiable. Backed by real-world examples and exclusive research, they reveal how leading businesses are rethinking their tech stacks and scaling without sacrificing efficiency. You’ll learn how to: ✔ Break down silos between sales, finance, and operations ✔ Make faster, smarter decisions with real-time data ✔ Cut friction out of the quote-to-cash process ✔ Build a scalable, efficient back office without the usual chaos Listen in and future-proof your operations before inefficiency costs you the next deal. Introducing The Briefing: your essential series of webinars and podcasts focused on delivering key business insights. Packed with expert advice, each episode covers the latest trends, critical legislation, and practical strategies to help you stay ahead. Whether it’s compliance, industry updates, or innovative solutions, Workiro's The Briefing ensures you're equipped with the knowledge you need to drive success.

How to Choose the Right Document Management System (without regretting it in 6 months)

Every day, mid-market finance teams are battling a silent productivity killer: disconnected document workflows. Signed contracts lost in inboxes. Approvals buried in Slack. File versions scattered across SharePoint, Google Drive, and local desktops. In this episode of The Briefing, Chris Muir (VP Sales, Workiro) is joined by Saf Ahmed (Senior Software Sales Consultant, Workiro) to expose the hidden cost of choosing the wrong document management system and how to pick the right one. Drawing on real-world finance challenges and hands-on NetSuite expertise, they unpack why traditional tools no longer cut it, and what a modern document management system should really look like. Learn how to: ✔ Eliminate the "folder illusion" and make documents instantly findable ✔ Gain full visibility into unstructured content like emails and approvals ✔ Avoid audit risks and duplication with a truly connected system ✔ Choose the right document management system without regretting it in 6 months Listen now and learn how to bring order, visibility, and control to your document workflows. Introducing The Briefing: your essential series of webinars and podcasts focused on delivering key business insights. Packed with expert advice, each episode covers the latest trends, critical legislation, and practical strategies to help you stay ahead. Whether it’s compliance, industry updates, or innovative solutions, Workiro's The Briefing ensures you're equipped with the knowledge you need to drive success.

AI Readiness Roadmap

AI is dominating headlines, but for most businesses, turning interest into impact is far from straightforward. Rushing into tools without the right foundations leads to wasted spend, stalled projects, and lost trust. In this episode of The Briefing, Dave Owen (President, Workiro) is joined by AI strategist Tristan Day (Founder, Demos AI) to help you cut through the noise. Together, they unpack what it really takes to prepare your business for successful and scalable AI adoption by focusing on your data, systems, and people. You’ll learn how to: ✔ Assess your current AI readiness using a proven framework ✔ Clean and connect business-critical data across systems like NetSuite ✔ Avoid the biggest reasons AI projects fail (hint: it's not the tech) ✔ Build team confidence and drive real adoption from day one ✔ Lay the groundwork for AI that actually delivers ROI This episode includes practical advice, live examples, and a behind-the-scenes look at how tools like Workiro support AI readiness through smarter workflows. Listen now and get ready to implement AI the right way. Introducing The Briefing: your essential series of webinars and podcasts focused on delivering key business insights. Packed with expert advice, each episode covers the latest trends, critical legislation, and practical strategies to help you stay ahead. Whether it’s compliance, industry updates, or innovative solutions, Workiro's The Briefing ensures you're equipped with the knowledge you need to drive success.