For business leaders

Financial control for business payments.

PEI works with Finance to establish the economic baseline, prioritize improvement, and govern performance across the payment portfolio.

Business payments

Payment decisions compound at portfolio level.

Method, timing, funding, supplier participation, and provider economics shape the financial result.

Payment methodCash timingFunding choiceSupplier participationProvider economics
Payment portfolio
Management ratePayment YieldBasis points and dollars
Payment Portfolio Review

A decision-ready baseline.

Current performance, binding constraints, and priorities at portfolio level.

Portfolio map

Systems, providers, methods, volume, timing, and ownership.

Economic baseline

Payment Yield, capital return, acceptance, cost, and leakage.

Opportunity portfolio

Prioritized initiatives expressed in basis points and dollars.

Operating roadmap

Capabilities, partners, governance, and execution.

The engagement

From baseline to governance.

Technology, partner, and process decisions follow from the economics.

  1. Discover

    Define scope and assemble the portfolio data.

  2. Measure

    Establish current performance and the binding constraint.

  3. Decide

    Build the initiative portfolio and business case.

  4. Govern

    Set ownership, reporting, and the improvement rhythm.

For Finance leaders

Payment Portfolio Review.

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