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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Payment Processes - Digital Healthcare Payments Provider
A leading digital healthcare payment provider focused on the execution of daily healthcare payments to providers and members across the US.
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
Customer Service & Field Operations Processes - Fortune 500 Energy Company
As part of a privatized takeover of a government-owned electric utility, the VP of Customer Operations requested the documentation of processes for the following areas:
–Customer Service
–Field & Meter Services
Pain point: VP recognized need to have documented processes to manage the business going forward and dramatically improve operations – 95% of processes had not been documented
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