Methods of Transforming your Quote to Cash Operations

If updating your ERP, CRM or other core system is looking like a false promise and your existing systems are failing to meet your specific requirements for digital process management and automation in QTC – we can help.

We specialise in custom & bespoke business process and task management to digitally manage and automate task and processes across QTC and wider operations. We don’t sell ERPs but we make then work by delivering the elements that they can’t do well. We then integrate processes with following ERPs and other core business systems to maintain their integrity as well as deliver the transformation benefits required at speed and a lower cost

• SAP
• Microsoft Dynamics
• Oracle
• Sage
• Finest
• Dream
• Infor
• Any ERP which allows integrations should be possible. Integrations, especially with legacy systems, is one of our specialisations. If you aren’t sure, contact us to find out.

We use our broad range of specialisations in business process management, process automation, Business Intelligence and data capture to transform, digitise, automate and manage Quote to Cash tasks and workflows:

• 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.

We work with market leading technology providers and solutions can be on-premise, hybrid or cloud-based. For the most complex QTC processes or requirements, we can deliver fully bespoke and automated & integrated service desk workflows based on industry standards best practice for Business Process Model & Notations (BPMN 2.0).

Where customer QTC operations are struggling with SLAs and bottlenecks can’t managed or automated, we can provide Quote to Cash tasks as a service and resource through our managed service delivery centre according to SLAs.

This can be on a dedicated resource or on a per task basis, either permanently or as a peak overflow resource

• Manage and deliver a wide range of Quote to Cash operational tasks as a service in a compliant manner based on SLAs and standard operating procedures agreed with yourselves ie. order entry, verifications, systems and document updating ie part codes etc, order exception handling, production or service delivery booking, reporting, quote preparations, renewals, invoicing
• Single point of escalation and management of internal queries of sales support, escalations, change requests, incidents etc
• Helpdesks support or Pro-active Service Desks – Out of hours, Multi-lingual support
• Scale to extend hours or reach of quote to Cash operations to cover gaps
• Our delivery centre can use your own systems, or our systems for service desks and automation – depending on what meets your requirements

The Quote to Cash process links sales, finance and delivery, interfaces different systems ie ERP and CRM as well as handles non-digital or unstructured data such as correspondence, proposals and contracts. This can cause major operational challenges and inefficiencies that transcend all operations not just QTC.

By default, we start all processes digitally and try to capture information using digital forms or direct system integration to ensure any subsequent process can be digitally fully managed and efficient

Where this isn’t possible, we specialise in a range data capture methods  to extract and classify information required from any data source and any format. This ensures key processes can remain robust, managed and efficient even if they involve unstructured data sources and formats. For Example – proposals, contracts, customer correspondence and even orders for some customers/ industries. Where automated Data capture fails or reports low confidence levels our service desks can provide data capture verification and exception handling as a service.