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 990 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 990 standard requirements:


1. In what ways does a real-time O2C solution improve the collaboration and communication between different departments and teams involved in the order-to-cash process, and what are the benefits of this improved collaboration in terms of increased efficiency and reduced errors?
   
   

2. How does a real-time O2C solution enable businesses to manage complex order-to-cash processes, such as those involving multiple shipments or complex pricing and discounting rules, and what are the benefits of this management in terms of increased accuracy and reduced errors?
   
   

3. In what ways does a real-time O2C solution improve the scalability and flexibility of order-to-cash processes, and what are the benefits of this scalability and flexibility in terms of supporting business growth and adapting to changing market conditions?
   
   

4. In what ways does a real-time O2C solution improve the speed and accuracy of invoicing and payment processing, and what are the benefits of this improved speed and accuracy in terms of reduced errors and increased customer satisfaction?
   
   

5. In what ways does a real-time O2C solution improve the auditability and compliance of order-to-cash processes, and what are the benefits of this improved auditability and compliance in terms of reduced risk and increased confidence?
   
   

6. What are the implications of changing regulatory requirements on the O2C process, and how can organizations ensure compliance while still maintaining adaptability and responsiveness to changing market conditions and customer needs?
   
   

7. How does a real-time O2C solution enable businesses to reduce the costs and complexities of managing multiple order-to-cash processes, and what are the benefits of this reduction in terms of increased efficiency and reduced costs?
   
   

8. How does a real-time O2C solution enable businesses to proactively identify and resolve order fulfillment issues, and what are the benefits of this proactive approach in terms of reduced costs and increased customer satisfaction?
   
   

9. What is the role of governance and compliance in ensuring the O2C process is adaptable to changing market conditions and customer needs, and how can organizations strike a balance between flexibility and regulatory adherence?
   
   

10. How does a real-time O2C solution enable businesses to reduce the risk of revenue leakage and improve cash flow, and what are the benefits of this improved cash flow in terms of increased financial stability and reduced risk?
    
    


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 990 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. Issue Log: What approaches to you feel are the best ones to use?
   
   

2. Schedule Management Plan: Is there any form of automated support for Issues Management?
   
   

3. Risk Management Plan: Does the Order to Cash project team have experience with the technology to be implemented?
   
   

4. Decision Log: At what point in time does loss become unacceptable?
   
   

5. Requirements Management Plan: Describe the process for rejecting the Order to Cash project requirements. Who has the authority to reject Order to Cash project requirements?
   
   

6. Project Management Plan: Are cost risk analysis methods applied to develop contingencies for the estimated total Order to Cash project costs?
   
   

7. Quality Metrics: What approved evidence based screening tools can be used?
   
   

8. Procurement Audit: Is there a general policy on approval of purchases?
   
   

9. Executing Process Group: Will a new application be developed using existing hardware, software, and networks?
   
   

10. Stakeholder Management Plan: Contradictory information between different documents?


 
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.