Peeriosity Insights: Recent Research Findings Summarized insights.To view detailed research results, contact us to inquire about membership.

Using Automation to Streamline the Collections Process

Introduction While the vast majority of large companies are utilizing some sort of ERP system that includes basic functionality to support the Collections process, this functionality often falls short in meeting the overall needs of the organization.  In many cases, … Continue reading

Posted in Accounts Receivable

Successfully Implementing End-to-End Process Design for Order-to-Cash

Introduction While the concept of end-to-end process design for Order-to-Cash (O2C) has been around for a number of years now, the reality is that a large number of companies are still struggling to make any significant progress in that area.  … Continue reading

Posted in Accounts Receivable

Organizational Structure for the Collections Process

Introduction When we looked at the organizational alignment of the Credit Function in one of last month’s articles, we noted that Credit was part of an Order-to-Cash process in Shared Services for 39% of companies, with 22% having credit reporting … Continue reading

Posted in Accounts Receivable

Organizational Alignment of the Credit Function

Introduction With its close ties to the Sales organization at most major companies, the Credit function can be found aligned with a variety of organizations, including Corporate Finance, Business Unit Finance, Treasury, Sales Administration, and Shared Services, to name just … Continue reading

Posted in Accounts Receivable

Increasing the Effectiveness of Automatic Payment Posting (AutoCash)

Introduction A significant percentage of large corporations utilize highly advanced ERP systems, such as SAP and Oracle, which have AutoCash rules to determine how to automatically apply customer payments. These advanced systems use the customer’s open balance, along with the … Continue reading

Posted in Accounts Receivable

Consolidating Accounts Receivable into Fewer Locations

Introduction When you consider the different components of Accounts Receivable (AR), according to Peeriosity’s Process Design Survey 45% of member companies have the Billing process in Shared Services, 41% include Credit Administration, and 59% include Customer Payment Processing and Cash … Continue reading

Posted in Accounts Receivable

Outsourcing the Order-to-Cash Process

Introduction The past decade of Business Process Outsourcing (BPO) has seen the growth of a multi-billion dollar industry that has its share of successes, notable failures, and many experiences that fall somewhere in between.   Outsource provider employees can be “offshore”, … Continue reading

Posted in Accounts Receivable

Successfully Developing a Metrics Dashboard for the Order-to-Cash Process Area

Introduction Most Accounts Receivable organizations have historically been measured on overall Accounts Receivable levels, overdue accounts, and department cost. But, in today’s challenging business climate, with companies implementing more advanced technology and end-to-end process design, there is a much more … Continue reading

Posted in Accounts Receivable

A Case Study in Using RPA and AI in Accounts Receivable

As Robotic Process Automation (RPA) and Artificial Intelligence (AI) quickly become part of the nomenclature for Shared Services, almost every conference topic or vendor pitch includes mention of the terms.  While the world is exploding with excitement, the reality of … Continue reading

Posted in Accounts Receivable, Intelligent Automation

Utilizing Technology to Maximize Efficiencies in Order-to-Cash (O2C)

It is no secret that extensive use of automation is one of the key success factors for any Order-to-Cash operation, regardless of the industry or geographic location.  The challenge for many companies is developing a comprehensive strategy to identify and … Continue reading

Posted in Accounts Receivable