A Checklist for Reviewing New AP Automation Solutions

November 2, 2016 Chris Doxey

You’re about to wrap up a huge project. Everything’s on budget and on time—everything’s headed in the right direction—or is it? Your post-implementation review—or PIR—should tell you.

What’s that? Don’t have a PIR?

Chris Doxey presents her post-implementation review checklist for automated solutions

PIRs are like report cards with an added comments section. They help evaluate the success of any project, allowing you to document issues, and assign accountability in resolving those last-minute issues.

Don’t blindly move onto the next project without going through a PIR first. Use the checklist below when implementing any major project—consider using one for new accounts payable automation solutions.

PIR Checklist

About the Author

Chris Doxey

Chris Doxey, CAPP, CCSA, CICA is an independent management consultant providing Internal Controls and Business Process Best Practice Solutions. She has extensive experience in procurement, accounts payable, internal auditing, internal controls, Sarbanes-Oxley compliance, payroll, logistics, financial systems strategy, and financial integration at Digital, Compaq, Hewlett Packard, MCI, APEX Analytix, and Business Strategy, Inc. She was recruited to assist MCI (formally WorldCom) recover from their internal control challenges. She has a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and a graduate certificate in project management. Chris has written numerous articles and published two handbooks: AP Leadership Skills and Implementing a Controls Self Assessment Program for Your Accounts Payable Department.

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