A global manufacturing company struggled with an underperforming Order to Cash (O2C) process, leading to significant unapplied cash and financial risks. Inefficiencies in credit management, billing, collections, and cash application prevented scalability.
Pinnacle deployed an O2C Transformation Specialist to optimize financial workflows, mitigate risks, and enhance cash flow over a 14-month engagement. The consultant streamlined credit management and onboarding processes, increased billing accuracy and first-pass yield, improved collections strategy and dispute resolution, enhanced cash application to reduce unapplied cash, and developed A/R analytics to enable better performance tracking.
The transformation reduced unapplied cash, streamlined financial processes, and created a scalable system for long-term growth.
Our consultant ensured a smooth transition by establishing performance monitoring frameworks and supporting the selection of a new Collection Management System. With an optimized O2C process, the client is now positioned for efficient cash flow management and continued expansion.
.avif)
Whether you're building a team or ready for your next opportunity, we’d love to connect.
Not sure where to begin? Visit our FAQ page to get quick answers on our process.
.png)