Services : Consulting : Case Study 1

Challenge

A small but growing VoIP operator realized that, after five years of being in business, their lack of order to cash process documentation was hindering their ability to scale. Management perceived this to be primarily a customer-facing issue. Analysis demonstrated that the challenge existed on the vendor side as well. Process standardization, documentation and training were required to enable the company to move to the next level of sales, following a recent successful round of funding.

Strategy

NaviGo Global worked with team members from product management, sales, operations and finance to document the current "as-is" process. We also suggested strategic improvements to their order entry process and template that were a substantial improvement to the sales ordering process. The project was finalized within weeks, tested with live customer orders, refined and institutionalized throughout the company through hands on training. NaviGo Global acknowledged the current relationship-based workflow management process that many emerging technology companies employ and recommended slight systematic revisions to their current process with increasingly scalable automation options for the future.

Results

The project was initiated and completed in 3Q06. The client was able to realize real project efficiencies that paid back their project investment within one month. As a result of the revised process and subsequent documentation, they have been able to double their order to cash volume while holding their headcount constant, providing them with runway to plan for an increasingly automated future.

Consulting Case Studies: Case Study 1 | Case Study 2