Order to Cash BPO Toolkit

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Drive value to your shareholders

 

Is your organization recovery strategy selected for each business process?

What factors will make your organization succeed?

What is your primary sourcing model for managing IT & business processes?

Are your financial strategies integrated with your business strategy?




...Find the answers to these, and more, questions with this Order to Cash BPO Toolkit:

  • Truly create value for your customers.
  • Convert your costs into investments.
  • Build better customer satisfaction with your business.
  • Make a difference to your business.
  • Differentiate yourself from your competitors.
  • Manage the risk of your choices.
  • Work with your clients to improve the planning process.
  • Maximize revenue with multiple payment service providers.
  • Select the right BPO provider.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Order to Cash BPO Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Order to Cash BPO related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Order to Cash BPO specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Order to Cash BPO Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Order to Cash BPO improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. What levels of efficiency, effectiveness, risk, and standardization are acceptable during and after transformation?

  2. What structure and operating model should the finance organization adopt to support an emerging business model?

  3. Does the BCP properly document and integrate all your organization plans, procedures and related disciplines?

  4. Are the risks from the actual investment acceptable, when compared to the business to which it contributes?

  5. Are there other existing assets that could be financed more easily, releasing funds for the new investment?

  6. Why should you record the case history of all the collection related communication made with the customer?

  7. What efficiency, effectiveness, risk, and standardization are acceptable during and after transformation?

  8. Is there a consistent team of internal and third party personnel responsible for developing test scripts?

  9. Which prepaid type draws down deferred revenue based on expenditures incurred on the associated project?

  10. How does your organizations service delivery strategy compare to the strategies used by other companies?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Order to Cash BPO book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Order to Cash BPO self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Order to Cash BPO Self-Assessment and Scorecard you will develop a clear picture of which Order to Cash BPO areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Order to Cash BPO Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Order to Cash BPO projects with the 62 implementation resources:

  • 62 step-by-step Order to Cash BPO Project Management Form Templates covering over 1500 Order to Cash BPO project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Are the users needs clearly and invariably defined and has the expected outcome or mission been clearly identified and communicated in measurable terms?

  2. Procurement Management Plan: Does the business case include how the Order to Cash BPO project aligns with your organizations strategic goals & objectives?

  3. Activity Duration Estimates: What are the ways to create and distribute Order to Cash BPO project performance information?

  4. Team Member Status Report: Will the staff do training or is that done by a third party?

  5. Communications Management Plan: Are there too many who have an interest in some aspect of your work?

  6. Assumption and Constraint Log: After observing execution of process, is it in compliance with the documented Plan?

  7. Monitoring and Controlling Process Group: How well defined and documented were the Order to Cash BPO project management processes you chose to use?

  8. Team Directory: Have you decided when to celebrate the Order to Cash BPO projects completion date?

  9. Activity Duration Estimates: Will the new application negatively affect the current IT infrastructure?

  10. Responsibility Assignment Matrix: What tool can show you individual and group allocations?

 
Step-by-step and complete Order to Cash BPO Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Order to Cash BPO project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Order to Cash BPO project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Order to Cash BPO project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Order to Cash BPO project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Order to Cash BPO project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Order to Cash BPO project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Order to Cash BPO project with this in-depth Order to Cash BPO Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Order to Cash BPO projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Order to Cash BPO and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Order to Cash BPO investments work better.

This Order to Cash BPO All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Order to Cash BPO Checklist Report on BUSINESS.pdf

Checklists:Order to Cash BPO Checklist Report on ORGANIZATION.pdf

Checklists:Order to Cash BPO Checklist Report on CUSTOMER.pdf

Checklists:Order to Cash BPO Checklist Report on PAYMENT.pdf

Checklists:Order to Cash BPO Checklist Report on DATA.pdf

Checklists:Order to Cash BPO Checklist Report on SERVICE.pdf

Checklists:Order to Cash BPO Checklist Report on PROCESS.pdf

Checklists:Order to Cash BPO Checklist Report on TEAM.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Order to Cash BPO Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Order_to_Cash_BPO_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Order_to_Cash_BPO.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Order to Cash BPO Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
  • Online Courses
  • Masterminds
  • Professional Services
  • Agency Services
  • Events and seminars
  • Software / SaaS
  • Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
  • I want to follow a proven process from someone that has already done it
  • I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

The Art of Services Toolkits only work with people that are ready to go. You do not have to work with The Art of Service, we are not here to convince you. We are just here to see if you are a good fit.

However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

What happens upon purchase: When you add to cart and checkout you will instantly be able to access the Toolkit resources, no delays, no waiting, no talking to people; this is unique and custom to our Toolkits and business. Right away the Toolkit will Guide you through a step-by-step process to get results.

If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.