End to end
Six processes, one set of measures.
Procure-to-pay
From request to payment
Requisitions, purchase orders, receipts, invoice matching and payment. Invoices without a PO are often the costliest part.
Order-to-cash
From order to cash in the bank
Orders, delivery, billing, disputes and collection. Credit holds and billing errors slow the cash.
Record-to-report
From journal to month-end
Journals, accruals, reconciliations and the close. Much of it sits in spreadsheets beside the ledger.
Hire-to-retire
From offer to exit
Onboarding, rosters, changes, payroll inputs and exits. The same data is often keyed into several systems.
Plan-to-maintain
From notification to closed work order
Notifications, planning, spares, scheduling, execution and close-out. Open work orders hide cost and delay.
Timesheet-to-cash
From field time to a paid invoice
For services businesses: time capture, dockets, client sign-off, invoicing and disputes.
Your process is not on the list? The method works on any process with a system that records its steps. Talk to us.
Process examples
What a fix looks like.
Worked examples of one process each: how the work runs today, and how it runs once it is fixed and automated.
All examples
The process examples
One process per example: what it costs today, what changes, the controls, and the numbers it moves. Finance processes first.
See all examplesAccounts payable
The invoice with no PO
The most common accounts payable exception: how the manual chase runs, and how matching and posting can run on their own, with only the judgment calls left for people.
Read the exampleTreasury and close
Daily bank reconciliation
Yesterday's bank activity tied out against the ledger each morning, with odd lines sorted by cause, so month-end starts reconciled.
Read the exampleMining and resources
Processes in a mining business
Plan-to-maintain, contractor procure-to-pay, timesheet-to-cash, FIFO rosters and month-end, for Perth miners and mining services contractors.
See mining and resources