Order to cash
Today: Orders arrive by email, phone and PDF and are typed into the ERP. Invoicing waits for paperwork, and payments are checked by hand.
What we connect
- Email and order PDFs
- ERP or accounting
- Stock
- Bank and payment provider
How it runs
- 1Orders are read from email and PDF and created in the ERP
- 2Stock is reserved and the customer gets a confirmation
- 3Delivery triggers the invoice, sent by email or Peppol
- 4Payments are matched and reminders go out on schedule
What changes
- No order typed twice
- Invoices leave the day goods ship
- Cash position visible every morning
Lead to quote
Today: Requests come in through five channels, quotes are rebuilt from old documents and follow-up depends on someone's memory.
What we connect
- Website forms, email and phone
- CRM
- Price lists and product data
- Document templates and e-signature
How it runs
- 1Every request lands in the CRM with its source
- 2A quote is drafted from price lists and history
- 3A person reviews it, sends it and gets it signed online
- 4Accepted quotes become orders without re-entry
What changes
- Faster first response
- No forgotten follow-ups
- A pipeline you can trust
Service jobs
Today: Interventions are planned by phone, reported on paper and invoiced weeks later, once someone has typed the reports in.
What we connect
- Planning and calendars
- Field app for technicians
- ERP for parts and hours
- Customer portal
How it runs
- 1Requests become planned jobs with the right technician and parts
- 2Technicians complete reports and signatures on their phone
- 3Hours and parts flow into the ERP
- 4Invoices are ready for review the same day
What changes
- Shorter time from job to invoice
- Complete, legible work reports
- Customers see status without calling
Supplier invoices
Today: Supplier invoices arrive in every format, are keyed in by hand and then wait in someone's inbox for approval.
What we connect
- Mailbox and Peppol
- Document extraction
- Accounting
- Approval flow
How it runs
- 1Invoices are collected from the mailbox and from Peppol
- 2Amounts, VAT and lines are extracted and matched to purchase orders
- 3Exceptions go to the right person for approval
- 4Approved invoices are booked and scheduled for payment
What changes
- Less keying, fewer errors
- Approvals that do not stall
- Ready for mandatory e-invoicing
Customer portal
Today: Customers phone and email to ask for order status, documents and copies of invoices.
What we connect
- ERP and CRM
- Document storage
- Login and permissions
How it runs
- 1Customers log in to see orders, deliveries and invoices
- 2Documents and certificates can be downloaded
- 3Service requests are submitted in a structured form
- 4Everything stays in sync with your systems
What changes
- Fewer status calls
- A more professional customer experience
- Requests that arrive complete
Management reporting
Today: Monthly numbers are assembled from exports, take an afternoon to build and nobody fully trusts them.
What we connect
- ERP, CRM and accounting
- A reporting database
- Dashboards and scheduled emails
How it runs
- 1Data is pulled from each system on a schedule
- 2Definitions are agreed once and applied everywhere
- 3Dashboards update on their own
- 4Key figures arrive by email every Monday
What changes
- One version of the numbers
- No more report afternoons
- Problems visible while they are small
Your process looks different? Most do. We map it first.