Project O2C Transformation
How a 90-day initiative delivered faster, more accurate, and more profitable
operations.
The Challenge: A System Under Strain
Our manual Order-to-Cash process was a bottleneck, creating delays, rework, and
frustrated customers. The baseline data painted a clear picture of the problem.
48
8%
45
Hours Average Cycle Time
Invoice Error Rate
Days Sales Outstanding
The "Before" State: A Fragmented
Workflow
Manual
Order
Entry
Email
Chasing
for Info
The "After" State: A Streamlined
Solution
Delayed,
ErrorProne
Invoicing
Standard
Digital
Intake Form
Centralized
Order Hub
Automated
& Accurate
Invoicing
Our 90-Day Strategic Path to Improvement
Phase 1 (Days 1-30): Discover & Analyze
Conducted deep-dive process mapping, stakeholder interviews, and gathered baseline performance data to validate the
problem.
Phase 2 (Days 31-60): Design & Collaborate
Co-designed the new workflow and developed a standardized digital order form with a cross-functional pilot team.
Phase 3 (Days 61-90): Implement & Standardize
Managed the full rollout, embedded the new process with formal documentation, and began monitoring results.
The Results: A Lift in Performance
The project delivered significant, measurable improvements across all key
operational metrics.
Cycle Time vs. Accuracy
Days Sales Outstanding (DSO)
Cost Per Transaction
Translating Wins to Financial Value
Operational improvements directly translated to a stronger bottom line and
significant return on investment.
+400%
$250K+
17 Days
First-Year ROI
Annualized Savings
Accelerated Cash Flow
Project Execution: On Time, On Budget
The project was managed with rigor, ensuring all objectives were met within the
defined constraints.
Project Budget Utilization
Overall Health: Green
Schedule: 100% On Track
Tasks: 100% Complete
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