3 Segments, 1 Smart Choice
How to stop the “they all look the same” cycle and pick the right TMS.
- Understand the three TMS marketplace segments and the “best fit” scenarios for each
- Identify which segment fits your operating model, scope, integrations, and budget
- Apply the first four steps of ERR NOT™ (Education, Requirements, short RFI, uNique Demo Script)
- Align stakeholders on what “better” really means and build requirements that drive real tradeoffs
- Leave with a clearer shortlist and a confident path to the right decision
Do all the demos look the same?
Perfect for treasurers, CFOs, and finance leaders
🎯 FREE ON-DEMAND WORKSHOP
Expert-led session focused on the first four steps of ERR NOT™
Watch Anytime • On-Demand Recording
With Tracey Knight
The Treasury Selection NIGHTMARE
These painful realities are crushing treasury teams everywhere – but there’s a way out
💤 Endless Demo Fatigue
Sitting through demo after demo, watching the same recycled presentations while your valuable time disappears into the void.
🔄 The Never-Ending Process
Months drag on with no clear end in sight. The selection process becomes a full-time job on top of your full-time job.
😰 Overwhelming Pressure
The weight of making the “right” decision while lacking the resources, support, and framework to evaluate options properly.
🎯 Buying on Looks, Not Logic
Falling for flashy dashboards and smooth sales pitches instead of evaluating actual functional capabilities that matter.
💸 Costly Mistakes
Selecting based on price, familiarity, or what worked elsewhere – only to discover it doesn’t meet YOUR specific needs.
What Treasury Leaders Are Saying
Real results from real treasury professionals who escaped the selection nightmare
The ERR NOT™ Method
The proven framework that transforms treasury tech selection from nightmare to success story
✅ Have confidence in the selection
✅ Be prepared from the start
✅ Be able to clearly communicate the value to stakeholders
✅ Education
Gain COMPREHENSIVE understanding of vendor and product options currently available in the market. Knowledge is POWER!
✅ Requirements
Determine and prioritize your ACTUAL requirements based on business needs, not wants. No more wishful thinking!
✅ RFI/RFP
Create BESPOKE RFI/RFP documents designed to effectively shortlist the RIGHT vendors for YOUR needs.
✅ uNique
Create CUSTOM demo scripts that highlight strengths and weaknesses of each vendor against your high-priority requirements.
✅ Obvious Winner
Run a post-demo process to rank vendors OBJECTIVELY and make the winner (and backup) crystal clear.
✅ Transformation
Implement better practices and processes to ensure MARKED improvement in your future state over current state.
💎 Transform Your Selection Process
Walk away with the confidence and framework to make the RIGHT decision the FIRST time
🎯 End Demo Fatigue Forever
Learn how to create meaningful demos that actually reveal what you need to know – no more time-wasting presentations.
⚡ Structured Selection Framework
Get the EXACT step-by-step process that eliminates guesswork and ensures objective decision-making.
🔍 Requirements That Actually Work
Discover how to identify and prioritize requirements that drive the RIGHT outcomes for YOUR organization.
💼 Stakeholder Communication
Master the art of clearly communicating value and building buy-in from leadership and team members.
🏆 Confident Decision Making
Gain the confidence to make technology decisions without second-guessing or regret.
🚀 Implementation Success
Learn how to ensure your selected technology delivers on its promises and transforms your operations.