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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Topics:
Sales Process & Marketing, Strategic Risk
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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Sales and Marketing Development Process Flow
This sample process flow focuses on the sales and marketing development function.
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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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Customer Care and Order Fulfillment: Control Analysis and Segregation of Duties Audit Work Program
This work program evaluates the adequacy of internal controls in the customer order fulfillment and cash handling proces...
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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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