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

KPI’s and Metric-Driven Continuous Improvement in Order-to-Cash (O2C)

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 compelling need to measure and evaluate the entire Order-to-Cash (O2C) process.  How to best approach […]

Posted in Accounts Receivable

Implementing a Global Cash Application Solution

Introduction Implementing any solution on a global basis can be a challenge, and cash application is no exception.  Addressing such complex issues as multiple currencies, language barriers, a variety of government regulations, and customers with a large number of diverse locations can extremely difficult.  However, the benefits and synergies achieved if this model is properly […]

Posted in Accounts Receivable

Using Tableau Dashboards and SharePoint for Global AR Tracking

Introduction An efficient and effective Order-to-Cash (O2C) process is vital to every company’s business with a direct impact on revenue and cash flow.  With processes that include the onboarding of new customers and creating new customer records, receiving and recording orders, creating and processing invoices, collecting and posting payments and credits, and resolving disputes and […]

Posted in Accounts Receivable

Using Global Process Owners for Order to Cash

Introduction The Order-to-Cash process is often one of the last process areas that transition to a Shared Services or a Business Services delivery model.  The reason O2C processes are usually last is that these processes are closer to the customer, resulting in significant influence and oversight being required by individual business units and geographies.  Since […]

Posted in Accounts Receivable

Enhancing the Customer Cash Application Process through Automation

Introduction While many companies have made significant improvements over the recent years to their Customer Cash Application Process, there often remain many opportunities to enhance this critical portion of the Order-to-Cash organization. This research abstract features the experiences of a Peeriosity member company that recently carried out a focused initiative to streamline this critical process, […]

Posted in Accounts Receivable

Automating the Cash Application Deduction Clearing Process

Introduction While many Peeriosity member companies perform Cash Application processing using a broad geographic scope and an end-to-end process design, challenges often remain for achieving the highest levels of automatic processing.   For many companies, the deduction validation and clearing process is primarily a manual process, regardless of whether the process is insourced or outsourced to […]

Posted in Accounts Receivable

Developing an Effective European Customer Billing Delivery Model

Introduction With the wide variety of regulatory requirements in Europe, developing an effective and efficient approach to billing customers amid this complexity can be a challenge, to say the least.  This research abstract looks at the recent experiences of a major corporation that has implemented a European customer billing system, including the results of developing […]

Posted in Accounts Receivable

Thresholds for Automatic Settlement of Customer Deductions

Introduction For customer payments, many companies allow short payments from customers to automatically settle outstanding invoices, assuming they do not exceed a pre-established threshold.  They have justified this threshold as the funds which may be recovered by lowering or eliminating the short-payment have been more than offset by the additional costs required to administer collection.  […]

Posted in Accounts Receivable

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 of meeting the overall needs of the organization.  In many cases, companies attempt to modify their process design to mitigate the impact of this lack of […]

Posted in Accounts Receivable
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