Extend, add, or move?

Is your current AR environment ready for what finance needs next?

Your ERP may still be working well, but that doesn't always mean it's the right foundation for the future of accounts receivable. This diagnostic helps you identify whether your organization is better positioned to extend, add or build, or move to a connected AR platform.

What you’ll assess

Answer 10 questions to evaluate where AR friction is coming from, including:

• Workflow gaps and workarounds

• Fragmented information across systems

• Dependence on custom development and technical support

• Integration and manual handoffs

• ERP customization and maintenance

• Ability to adapt as business needs change

• The impact of transaction volume and complexity

Understand your result

Mostly A: Extend Your current ERP environment may still have room to evolve. The key is making sure each extension remains manageable rather than creating another layer of customization or dependency.

Mostly B: Add or build Your core environment may be sound, but specific areas need greater depth or control. The challenge is avoiding a collection of specialist tools and integrations that gradually increases complexity.

Mostly C: Move to a connected AR platform The issue may be broader than a missing capability. If finance is increasingly spending time connecting information, workflows and decisions across the receivables journey, a purpose-built AR platform may deserve closer evaluation.

A mixed result is valuable too

You may not need one answer for the entire AR environment. Some areas may remain well served by the ERP while others need specialist capabilities or a more connected operating model. The goal is to identify where the current architecture supports finance well and where maintaining it is becoming part of the problem.

Take the diagnostic to see which path best reflects your AR environment today.