The ERR NOT™ Method
Real Treasury’s smarter, faster way to select technology—independent and repeatable.
Why a Proven Selection Method Matters
Outdated selection methods can lead to disjointed, lengthy processes, misaligned values with vendors, and unmet expectations. This often results in locked-in subscriptions that provide little to no value.
At Real Treasury, we’ve seen how the right technology can positively impact scalability, growth, and profitability. That’s why we developed the ERR NOT™ method—a proven selection process to help you select the ideal tools for your unique business needs and avoid costly mistakes.
The ERR NOT™ Method
Six proven steps to transform your technology selection process
Education & Early Planning
- • Build the business case and obtain buy-in from management
- • Gain understanding of the marketplace and plan key process steps
- • Account for all licensing, implementation, and ongoing costs
Requirements Gathering
- • Review and document your current state operations
- • Determine and document all “must-have” requirements
- • Rank and prioritize your top requirements to guide selection
RFI/RFP
- • Develop a brief RFI focused on non-functional items
- • Include vendor stability, market presence, and support
- • Build a vendor shortlist based on solution fit and initial demos, ignoring pricing at this stage
uNique Demo Approach
- • Create a custom demo script to deliver to all vendors
- • Keep your unique requirements front and center
- • Use the script to highlight product strengths and weaknesses
Obvious Winner
- • Remain unbiased and don’t get distracted by flashy software
- • Use a scoring process to eliminate confusion after demos
- • Allow the data to highlight the obvious winning solution
Transformation
- • Move to best practices to fully capitalize on new processes
- • Manage project risks like data migration and change management
- • Report on success metrics like ROI, time saved, and adoption
Real Results
Meet Your Experts
We’re on your side of the table. Founded by treasury professionals, Real Treasury is built to support treasury and finance teams with selecting the best tools for your company with confidence.
Tim
Former treasury lead with 15+ years optimizing cash management and risk operations. Tim founded Real Treasury to democratize access to treasury technology insights and help teams make confident, informed decisions without vendor bias.
Tracey
With 30 years as a practitioner, vendor, and consultant, Tracey brings rare perspective—guiding treasury and finance teams through unbiased tech selection, hands-on workshops, and smarter decisions that drive adoption, insight, and lasting transformation.
Ready to Apply the ERR NOT™ Method?
Choose your next step to start making smarter treasury technology decisions
Watch On-Demand Workshop
Expert-led recording to align your team and apply ERR NOT™ — on your schedule
Watch Workshop15-Minute Strategy Call
Free consultation to discuss your specific treasury tech selection needs
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