Client Stories

Order to Cash Transformation, Challenge: Inefficient financial processes and scattered team capabilities Solution: Redesigned Order to Cash teams, implemented OKR analytics, and unified processes Results:

• Improved Cash Collections rate by 5% month-over-month
• Achieved 9% savings in FTE expenses
• Created comprehensive onboarding and training platforms

Financial Systems Integration, Challenge: Complex global financial systems requiring seamless integration Solution: Bridged multiple business and technology functions across stakeholder groups Results:

• Unified communication between finance, operations, engineering, and legal teams
• Controlled and integrated various large financial projects
• Ensured on-time project delivery across diverse departments

Streamlining Revenue Cycle, Challenge: Inefficient order-to-cash process with long cycle times Solution: Comprehensive process reengineering and system integration Results:

• Reduced order to invoice cycle time by 17%
• Boosted transaction throughput accuracy by 23%
• Improved cash collections by 27%
• Established enterprise-wide D365 system integration

Process Transformation & Consulting, Challenge: Need for comprehensive financial process improvement Solution: Developed strategic roadmaps and implemented continuous improvement strategies Results:

• Managed portfolio valued at $1B annually
• Boosted collection effectiveness by 37% in first month
• Maintained 10% continuous monthly improvement
• Implemented robust internal controls

5. Credit & Collections Optimization, Challenge: High Days Sales Outstanding (DSO) and invoice disputes Solution: Implemented cross-functional dispute management and credit strategies Results:

• Reduced DSO by 27 days within 2 months
• Decreased 31+ day delinquencies to consistently under 5%
• Reduced challenged invoices by 93%
• Recovered $30.5MM and eliminated $1MM in monthly bad debt

Enterprise Reporting and Analytics, Challenge: Lack of comprehensive enterprise-wide metrics and insights Solution: Developed multi-level reporting and predictive analytics Results:

• Created enterprise-wide OKRs and KPIs
• Developed multilevel sales, operational, and financial Reporting using Power BI
• Enhanced customer behavior prediction

Business Process Reengineering, Challenge: Complex, error-prone financial system interfaces Solution: Redesigned accounting and reporting system interfaces Results:

• Reduced cycle time by 23%
• Decreased error rate by 47%
• Eliminated process error rates
• Reduced compliance audit needs by 75%

Inventory Management System, Challenge:Refurbished assets did not have tracking system Solution: Designed macro based CSV to Excel interface to parse out data for upload into hybrid IMS with 5 days Results:

• Pilot Tested in 10 days
• Production began on day 11
• Functional IMS put in place a head of schedule
• Produced Reporting Dashboard in first month

Call Center M&A Migration, Challenge:3 Unique Businesses 100+ similar applications needed to function as one new entity Solution: Project Managed 8 month project in multiple phases from application integration to employee hiring and training Results:

• Staff Hired in 30 days
• 50% of Applications activated in 30 days
• Created new call center policy and procedures.
• 100% of 100+Apps Integration completed on time and within Budget