Digital and Automated AR Processes

Digitise AR Processes & Automate Tasks

We have found that a key source of AR issues is lack of process management. Whilst businesses tend to have Quote to Cash policies, they often aren’t enforced which leads to inefficiencies, errors, compliance risks and poor performances.

We don’t provide ERPs or CRMs but we do make them work by doing the bits, workflows and content management that they don’t do well. We can provide custom & bespoke digital AR processes to manage and enforce standard AR & Quote to Cash procedures and policies with full tracking and integration with existing systems and processes. Where tasks or processing volume is a manual challenge we automate for further efficiencies.

For the most challenging requirements, our expert teams can deliver fully customised and automated Quote to Cash workflows based on industry standards best practice for Business Process Model and Notation (BPMN 2.0).

We can also combine AR automation with exception handling through our service desks. We meet the specific AR needs and challenges of each customer with tailored digital and automated processes, including but not limited to:

• Configure, Price and Quotes generation and management workflows, templates, clause libraries, contracts, pricing, discount & part code models management, calculations
• Sales Order processing – Order booking, data entry, data capture, extraction, classification. Governed interaction between humans and machine
• Order verifications, matching, look-ups and checks of other systems and business logic, service booking and scheduling with other systems
• Error or exceptional handling, alerts, status, checklist, routing, change or dispute case management,
• Renewal process management
• Internal or external route approval processes
• Invoice document preparation and distribution either in digital or printed format – depending on what the customer requires
• Exceptions or bottlenecks can be handled or supported via our managed service center
• Tailored QTC status and performance monitoring & management. Multi-channel communications, status updates
• Management and integration of any associated unstructured content that can’t exist in core systems
• Updating & integration of other operational systems and processes to driving end to end management and efficiencies

Our solutions work alongside and integrate with your core systems such as ERPs and CRMs to maintain their integrity and simplicity whilst addressing the gaps and complexity they can’t handle.