Search results: 75 matching results

Inventory: The Key to Unlocking Integrated Business Planning and an SIOP Process

In this article, Protiviti’s Tony Abel explains how a robust sales, inventory and operations planning (SIOP) process can...
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Digital Transformation Keeps Rising at Panera

In this profile, Panera Director of Internal Audit and Chief Auditor Peter Odman explains how his team finds new ways to...
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Leveraging Social Business for Results: Moving Beyond Media

This issue of The Bulletin explores the potential disruptive implications of social media for businesses and what it can...
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Overseeing the Organization’s Branding

This issue of Board Perspectives considers the role the board should play in overseeing management’s stewardship of the ...
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Hotel Audit Work Program

This sample audit program provides general steps organizations should take when performing a hotel audit.
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Commissions Audit Work Program

The objective of these three sample work programs is to comprehend and assess the steps involved in the processing of sa...
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Warehouse and Storage Key Performance Indicators (KPIs)

This tool outlines leading practices and key performance indicators for the warehouse and storage process.
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Standard Shipping and Packaging Policy

The purpose of this sample policy is to ensure that all items manufactured by an organization are given the necessary pr...
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Warranty and Field Services Leading Practices

This tool features several leading practices to assist with warranty and field services process improvement.
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Manage Customer Orders: Sales Approval Process Risk and Control Matrix (RCM)

This document outlines risks and controls common to sales approval during the ‘‘manage customer orders’’ process in a ri...
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Develop Sales and Marketing Strategy Risk and Control Matrix (RCM)

This document outlines risks and controls common to the sales and marketing strategy process in a risk control matrix (R...
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Sales Planning and Forecasting Process Appraisal Questionnaire

This questionnaire sample includes questions that can be addressed when evaluating an organization's sales planning...
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International Site Visit Audit Work Program

The purpose of this work program is to document general procedures to be followed when embarking upon an audit of an int...
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Travel Agent Commissions Review Audit Work Program

This work program focuses on the high-level assessment and validation of key controls in place for the travel agent comm...
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Customer Service and Support Renewal Audit Work Program

This audit program provides steps to review the overall effectiveness of the customer service and support renewal functi...
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Sales Order Entry Questionnaire

This sample questionnaire is designed to document a review of the sales order entry process. This process focuses on evi...
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Sales Compensation Leading Practices

This tool features several leading practices to assist with evaluating and improving an organization’s sales compensatio...
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Payroll and HR Leading Practices

This tool features a number of leading practices to assist with payroll and HR process improvement.
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Strategy Assessment Guide

In this tool, we’ve compiled a guide that outlines the key recommendations and processes related to an organization’s st...
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Pricing Risk Key Performance Indicators (KPIs)

This document includes leading practices and questions an organization should consider when developing its pricing strat...
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Sales Planning and Forecasting Process Questionnaire

This sample questionnaire can be used by auditors to assess and improve the site planning and forecasting process.

Incentive Compensation Process Audit Report

This sample report summarizes an internal audit review of an organization's incentive compensation process. The rep...
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