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Order-To-Cash (O2C) Process Optimisation


Experiencing one or more of these situations is not uncommon

 

Orders take too long to fulfill and ship

Orders are not fulfilled accurately

Billing is not accurate

Returns from customers are relatively high

Receivables days are high or increasing

Available capacity that is untapped

Lost business due to issues within your control

 

These are all symptoms of problems in the Order-To-Cash process

 

Finding the root causes of these situations can be challenging, leave it to us


We know where to look, and what to look for


You are 30 days* from knowing where the problems are

Here is what we offer as a first step:


Fixed Cost

               

O2C process assessment complete with a full process diagnosis and optimisation roadmap in


30 Days*

* business days


Don't delay, Contact Us today and let us help you optimise your O2C process

 


O2C Process Assessment

  To view details, click on a tab above

OTC Process Elements

Benefits

Below are some of the benefits of an O2C process assessment:


  • Fixed cost investment- Contact Us for details
  • Limited time engagement - to be completed within 30 business days
  • A demonstration to stakeholders, of your commitment to quality, customer retention and satisfaction, productivity, efficiency and the bottom line
  • An opportunity to learn more about your business
  • An unbiased and objective assessment of the O2C process
  • An End-To-End process based approach
  • A one-stop approach to identify opportunities for improvement within  the processes, systems, and people
  • Comprehensive report that details the current state and a roadmap to optimise your O2C process



Scope

The scope of the O2C process assessment covers the following:


Functions*:

  • Contract Set-up

  • Account Set-Up

  • Order Processing

  • Order Fulfillment

  • Shipping / Delivery

  • Invoicing

  • Customer Payments


* company specific functions will be grouped into the above functional categories



Attributes:

Processes: Workflows, I-P-O linkages, policies, procedures, governance, and control
People: Roles, responsibilities, and work instructions
Systems: Applications, interfaces, data, documentation, and reporting capabilities


Methodology:

  • Individual interviews
  • Group sessions
  • Walkabouts
  • Documentation review
  • Data Analysis

 






Deliverables

The O2C process assessment deliverables:


We commit to deliver the following items at the conclusion of the O2C process assessment, within 30 business days.

A comprehensive report detailing the following:

  • Scope details:
        - Functions included
        - Attributes included
        - Information, knowledge, and data gathering methods used during the assessment
  • An O2C process map identifying failure points identified within the O2C process
  • Categorisation of failure points and impact on the O2C process
  • Potential root cause(s) of the failures
  • Assessment of the peoples' roles and responsibilities
  • Documentation review findings
  • Assessment of Key Performance Indicators (KPIs)
  • Assessment on the training provided to staff on processes, and systems
  • Assessment on compliance to processes, procedures, and policies
  • Assessment on the O2C process governance and control
  • Assessment of the availability, reliability, validity, use, and distribution of data
  • Observations noted from the walkabouts 
  • Qualitative analysis of findings
  • Quantitative analysis of data
  • Conclusion summary
  • Recommendations to optimise the O2C Process
  • O2C process optimisation roadmap
  • Suggested next steps to start the O2C process optimisation
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