Order-to-Cash
The revenue cycle, from winning a deal to a paid invoice.
Create customer account
Salesforce · new customers only · ~1m
Update internal CRM record
Salesforce · every deal · <1m
Check: PO attached & current
Reconciliation · runs in parallel
Check: SOW total = Σ line items
Reconciliation · runs in parallel
Chase & backfill while parked
Pending branch · ~2.1 days
Unlock & edit contract
Disapprove branch · rework · <1m
Close opportunity
Salesforce · in parallel · ~1m
Route draft for peer validation
Peer check · ~15% of sends · +3m
Revenue accounting workbook
Excel · alongside invoicing · ~35m
100%