The Briefing

Finance teams are under constant pressure to close the books faster and keep auditors happy, but hidden document gaps in NetSuite are slowing everything down. Critical emails, approvals, and contracts live outside the system, creating blind spots, delays, and compliance headaches. But what if you could fix that without hiring more people or overhauling your ERP? In this episode of The Briefing , C...

Every day, COOs and operations leaders struggle with the same silent killers: fragmented systems, endless back-and-forth between teams, and decisions made on stale data. The result? Slower sales cycles, missed revenue, and a quote-to-cash process that’s anything but seamless. In this episode of The Briefing , Chris Muir (VP Sales, Workiro) and Andy Zinkle (Director, Go Virtual Office) break down t...

Every day, businesses lose revenue and frustrate customers because their Quote-to-Cash process is riddled with manual steps, disconnected systems, and delays. But what if you could fix that without ripping everything out and starting again? In this episode of The Briefing , Jason Ross (Enterprise Solutions Strategist, Workiro) and Helena Di Favro (Customer Success Manager, Workato) dig into the co...

Every day, mid-market finance teams are battling a silent productivity killer: disconnected document workflows. Signed contracts lost in inboxes. Approvals buried in Slack. File versions scattered across SharePoint, Google Drive, and local desktops. In this episode of The Briefing , Chris Muir (VP Sales, Workiro) is joined by Saf Ahmed (Senior Software Sales Consultant, Workiro) to expose the hidd...

AI is dominating headlines, but for most businesses, turning interest into impact is far from straightforward. Rushing into tools without the right foundations leads to wasted spend, stalled projects, and lost trust. In this episode of The Briefing , Dave Owen (President, Workiro) is joined by AI strategist Tristan Day (Founder, Demos AI) to help you cut through the noise. Together, they unpack wh...

Most IPOs aren’t delayed by revenue targets. They’re delayed by messy systems and missing files. In this episode of The Briefing , we’re joined by two CFOs who’ve done the hard yards: 🧠 Paul Haworth (CFO, GetBusy) 🧠 Neil Tween (CFO, Owlstone Medical) Together, they pull back the curtain on what it really takes to prepare for a successful IPO without burning out your finance team or flying blind...

Every day, NetSuite users lose valuable time searching for documents, chasing approvals, and dealing with outdated information. But what if you could eliminate these inefficiencies and streamline collaboration across your business? In this episode of The Briefing , Chris Muir (VP Sales, Workiro) and David Atherton (Country Manager, Staria) uncover the hidden weaknesses in document management that...

The Economic Crime and Corporate Transparency Act (ECCT) is here, and it’s reshaping business compliance in the UK. In this episode, Luke Kiely, CISO for GetBusy and Robbie Hadfield, Director of Solutions Engineering for Payhawk, break down the key changes, fraud prevention requirements, and what businesses need to do to avoid serious penalties. Learn more about ECCT Act here: https://workiro.onli...