Transformation
Order-to-cash turnaround at a global technology company
Global technology company, high sales volume across multiple jurisdictions and currencies
65%+less unapplied cash within three months
45+quote and invoice templates consolidated
The challenge
Fast organic and acquisition-led growth had left order-to-cash manual, slow and error-prone, with practices that varied by entity and jurisdiction and little documentation or training.
What I did
- Overhauled cash application: standardised procedures, built process guides and training, helped offshore the function, and introduced KPIs.
- As finance business partner on the Salesforce CPQ rollout, improved data integrity from Salesforce into NetSuite and built quoting matrices for every supported currency and language.
- Consolidated 45+ quote and invoice templates into central NetSuite and Salesforce instances.
- Supported the post-migration NetSuite review, integration, training and documentation, and rebuilt the AR ticketing system in JIRA with dashboards.
The result
Unapplied cash cut by more than 65% in three months, a shorter AR close, and a process the team could run consistently across regions.
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