Treasury Operational Review

Technology is only a tool, it’s not the solution. Having the right solution requires correct business process. Ledgewood has been reviewing client’s operational processes, activities, controls, workflow, and organizational structures for both small and large companies.

Ledgewood methodology is to review the current ‘as-is’ Treasury environment to identify operational inefficiencies. The improvements come from a review of collected data, interviews and review of actual work to assess the workflow and operational risk.