6 Ideas for Transforming your Quote to Cash Operations

Our teams specialise in custom digital and managed QTC operations and processes.

We tailor and deliver each service and solution to every customer and their specific business requirements, integrate with their existing processes and existing systems, as well as deliver a return on investment in months not years.

Here are 6 ways in which we can help you with your Quote to Cash challenges and transform your operations:

  • 1

    Quote To Cash Process Management & Automation

    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).

  • 2

    Quote to Cash Documents & Content Management

    Whilst an ERP, CRM or finance system will typically hold core business data, key Quote to Cash documents and correspondence will be created outside of these systems and needs to be linked to core systems. From quotes to sales orders and contracts. Managing versions, changes, collaboration across systems and department silos can be a major challenge in Quote to Cash.

    We can manage and integrate this content to core systems and everyday productivity tools such as Microsoft 365, providing single and connected point of truth across systems of Quote to Cash activities, data and documents. We do this for all content across departmental silos and systems. Whether low volume and customised or high volume transactional business, we help businesses to manage, integrate and leverage the 90% of data which is unstructured alongside their core structured data for efficient processes.

  • 3

    Outsourced Quote to Cash Operations or Tasks

    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
  • 4

    Custom Dashboards, Business Intelligence & Data Analytics

    Many business wish for but struggle to achieve the single point of view and control of their QTC operations they need. Siloed operations and systems, different data formats can make it a real challenge. Whilst the principals and tools for BI are clear, internal teams often struggle to connect, extract and organise the data sources to deliver the real-time QTC intelligence and perspectives required.

    We specialise in a custom and bespoke dashboards and Business Intelligence capabilities and technologies to bring your required operational performances, status and data to life irrespective of operational and system silos.


    Whatever aspect of QTC you are looking to understand, monitor and manage – from sales pipeline value, profit margins and forecast accuracy to delivery performance and order to cash times we can help your teams create the view you need in the way you what – or we can produce them for you as a service.

    Ultimately QTC is only one element of a business performance, we also specialise in wider operational perspectives and dashboards to provide the single point of view and control of your entire operations including QTC.

  • 5

    Quote to Cash Data Capture, Digitisation & Integration

    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.

  • 6

    Quote to Cash Process Discovery & Optimisation

    We use a formal discovery process and structured methodology for understanding, assessing, planning and delivering QTC transformation – It’s the safest approach and delivers the best results for each business.

    Key elements and stages include

    • Understand specific business & operational QTC requirements and challenges
    • Understand the operational context – Map existing QTC processes including interconnected processes, people and systems – upstream and downstream
    • Confirm assessment results, highlight gaps and propose any specific QTC recommendations across people, process and systems
    • Once a specific QTC solution and/or service is agreed, our accredited project management team manages the smooth implementation process through to signoff and transition to continuous improvement

    Not sure where to start your QTC transformation? Whether you are small business looking to standardise operational and document procedures or a larger business looking for efficiencies and improved visibility and control – we can help. Book your QTC transformation consultation here.

If you are not sure which one is right for your business, book in a free consultation below.

We offer no-obligation consultations to help you consider your options and identify the right approach  for your organisation. To find out more or to book a consultation, please call +44 (0)1962 835053, email enquiries@processflows.co.uk, or fill in the form below.

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