Fix Your Order-to-Cash Process.
Unlock Cash Flow and Margin.
We partner with $100M to $1B companies in the industrial, services, and software verticals to align executive leadership and certify internal analysts to harden Order-to-Cash (O2C) processes to industry standards thereby protecting margin, EBITDA, and working capital.
This results in building internal capability to design and manage effective O2C architecture and translates to key financial ROI-based outcomes.
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↓ Revenue leakage
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↓ Billing errors
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↓ DSO
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↓ Margin erosion
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↑ Forecast predictability
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↑ ERP ROI
Immediately tangible. Immediately financial.
Process contexts:
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Quote-to-cash
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Order-to-cash
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Configure-price-quote (CPQ)
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Contract management
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Order management
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Billing / invoicing (back-office)
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Specialized focus on NetSuite & Microsoft Dynamics ERP implementations (pre / post)
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Why Order-to-Cash Underperformance Quietly
Erodes Margin
Fragmented Order-to-Cash Ownership & Governance
Sales, Operations, Billing, and Finance operate in silos.
Process Maps That
Don’t Drive Action
Swimlanes may exist — but Order-to-Cash breakdowns and bottlenecks persist.
Cash Flow Volatility
and Forecast Gaps
Delays, billing errors, revenue leakage and dispute cycles reduce EBITDA and margin.
Most organizations map Order-to-Cash.
Few design it for execution.
Order-to-Cash Processes -
Utility Billing Services Provider
A utility billing services provider focused on the management of utility bills for real estate (REIT) clients (obtaining, processing, and paying bills)
Pain point: The recently-hired CAO identified a need to document the order-to-cash (OTC) process due to large-scale invoice inaccuracies
(overbilled / underbilled revenues in $MM) to identify root cause drivers of inaccuracies, codify initiatives, develop a road map, and drive execution.
Quote-to-Cash & Customer Service Processes - PE-backed Access Controls Industrial Company
A global manufacturer and supplier of commercial and residential access products, was introducing a new line of business for its smart building product (SaaS + IoT hardware) expanding further into the commercial space
Pain point: The General Manager (GM) recognized a need to stand up “back-office” processes – both quote-to-cash and customer service - to support the business as it transitioned from alpha / beta stage to a full go-to-market and sales execution
Work Product
Connect with us.
To learn more about how OTC process work can help your team, reach out to us.