Order-to-Cash Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Order-to-Cash Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Order-to-Cash related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Order-to-Cash specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Order-to-Cash Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Order-to-Cash improvements can be made.

Examples; 10 of the 998 standard requirements:


1. Are your current product and service offerings driving significant complexity in your business, resulting in confused customers, low sales productivity, high care costs and billing accuracy?
   
   

2. Are there any activities in your job that require guidance / information / permission from a colleague before you can get started?
   
   

3. What are the challenges of the current order to cash process and what methods can be used to improve the process performance?
   
   

4. What are the most exciting things to look forward to with the evolution of Artificial Intelligence In Order To Cash?
   
   

5. Does the BCP properly document and integrate all your organization plans, procedures and related disciplines?
   
   

6. How has the focus on order to cash and accounts receivable evolved over the years for the office of the cfo?
   
   

7. What are the key variables to consider when evaluating the benefits and costs of changing credit standards?
   
   

8. Are the risks from the actual investment acceptable, when compared to the business to which it contributes?
   
   

9. Are there other existing assets that could be financed more easily, releasing funds for the new investment?
   
   

10. Does the contribution of corporate cash holdings and dividends to organization value depend on governance?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Order-to-Cash book in PDF containing 998 requirements, which criteria correspond to the criteria in...


Your Order-to-Cash self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Order-to-Cash Self-Assessment and Scorecard you will develop a clear picture of which Order-to-Cash areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Order-to-Cash Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Order-to-Cash projects with the 62 implementation resources:


• 62 step-by-step Order-to-Cash Project Management Form Templates covering over 1500 Order-to-Cash project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Initiating Process Group: When are the deliverables to be generated in each phase?
   
   

2. Stakeholder Management Plan: Is there a formal set of procedures supporting Issues Management?
   
   

3. Planning Process Group: If a task is partitionable, is this a sufficient condition to reduce the Order-to-Cash project duration?
   
   

4. Planning Process Group: To what extent and in what ways are the Order-to-Cash project contributing to progress towards organizational reform?
   
   

5. Probability and Impact Matrix: Is the present organizational structure for handling the Order-to-Cash project sufficient?
   
   

6. Stakeholder Management Plan: What conditions make using three-point estimating justifiable?
   
   

7. Source Selection Criteria: What should a Draft Request for Proposal (DRFP) include?
   
   

8. Activity Duration Estimates: Is a provider selected based upon defined evaluation criteria?
   
   

9. Team Operating Agreement: What resources can be provided for the team in terms of equipment, space, time for training, protected time and space for meetings, and travel allowances?
   
   

10. Project Management Plan: How do you organize the costs in the Order-to-Cash project management plan?


 
Step-by-step and complete Order-to-Cash Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Order-to-Cash project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Order-to-Cash project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Order-to-Cash project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Order-to-Cash project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Order-to-Cash project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Order-to-Cash project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Order-to-Cash project with this in-depth Order-to-Cash Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Order-to-Cash projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Order-to-Cash and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Order-to-Cash investments work better.

This Order-to-Cash All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.