The Glenbrook Payments Assessment rapidly identifies opportunities to improve our clients’ payments operations and strategy.
Over the years we’ve created a highly streamlined and effective process for identifying and providing actionable recommendations to our clients. The Glenbrook Payments Assessment addresses operational efficiencies and the explicit cost of payments in your field. Additionally, our methodology bring “best practice” recommendations and guidance based on experience with best in class billers and merchants.
Our Three-Step Approach
Step 1 – Review of Client Documentation. Glenbrook reviews your payments contracts and invoices, procedural documents and management reports, and makes preliminary observations. We’ll formulate an agenda for meetings with key stakeholders.
Step 2 – Assessment. Glenbrook leads meetings with your staff to understand processes and investigate questions generated by our documentation review. We work with project sponsors to formulate a preliminary action plan.
Step 3 – Summary and Recommendations. Glenbrook follows up on outstanding questions that have arisen during the Assessment phase. We recommend industry research or outreach. Glenbrook develops findings and recommendations and hones it iteratively with you into a final action plan.
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Contact us to discuss how our payments assessment expertise can help your company.