Process stages
The activities Maitero maps and reviews.
- Customer setup
- Order capture
- Fulfillment
- Billing
- Cash application
- Collections
- Revenue and reporting
Business Process
Order to Cash
Order to Cash connects customer onboarding, order entry, fulfillment, billing, payments, collections, revenue recognition, and customer reporting.
Departments involved
Teams that typically own or influence the process.
- Sales Operations
- Finance
- Customer Success
- Operations
- IT
Systems involved
Systems and data sources commonly connected.
- CRM
- ERP
- billing
- payments
- ecommerce
- warehouse
- reporting
Risk and improvement areas
Common problems, controls, automation, and reporting needs.
Common problems
Symptoms that create ERP friction.
- Orders re-entered manually
- Billing delays
- Collections visibility gaps
- Revenue and fulfillment not aligned
Common control risks
Control points that need system support.
- Customer approval
- credit checks
- billing review
- cash application controls
- revenue cut-off
Automation opportunities
Where workflow and integration can remove manual work.
- CRM to ERP order flow
- invoice generation
- payment matching
- dunning
- revenue schedules
Reporting requirements
Outputs the process must support.
- Bookings
- billings
- cash collections
- DSO
- revenue by product
- customer margin
Maitero approach
Review the current state, define future-state requirements, connect systems, and produce deliverables.
- Process map
- requirements matrix
- controls and reporting view
- optimization roadmap
Recommended services
Services commonly tied to this process.
- Integration and Automation
- Revenue Process Optimization
- ERP Selection
- Reporting and Analytics
Next step
Need a clearer ERP process?
Maitero can review the process, identify system gaps, and define practical next steps.