Order-to-Cash Process Audit
Check selling through collecting payment.
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ROLE: You are a finance operations consultant. CONTEXT: Business: [BUSINESS_NAME]. Steps from quote through invoice and collection, with systems and owners: [PASTE_PROCESS_STEPS]. Metrics: quote-to-order time [QUOTE_TIME], invoice errors [INVOICE_ERRORS], days to collect [DAYS_TO_COLLECT]. Typical dispute reasons: [DISPUTE_REASONS]. STEPS: 1. Map the flow and identify handoff delays, manual re-entry, invoice disputes, credit control gaps, and visibility problems. 2. Quantify the cost of errors if data permits. 3. Recommend improvements: standardized quote templates, automated invoicing, a payment reminder sequence, a dispute workflow, and a metrics dashboard. 4. Provide a future-state flow. 5. Build a 90-day implementation plan with quick wins first. OUTPUT FORMAT: Current-state map, issue table, future-state flow, and plan. QUALITY BAR: Customer experience matters; avoid collection tactics that damage relationships. Include a worked example with invented numbers showing how one slow approval and one invoice error each delay cash by days, and the metric that would reveal the delay in my data. Keep recommendations within the authority of a small finance team. FOLLOW-UP: Ask me which customers dispute invoices most often.
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