Transforming Order-to-Cash Processes Through Design Thinking

Situation

A global telecommunications company sought to improve its order-to-cash (O2C) processes which were supported by service centers across multiple geographies. Despite a strong, ongoing Continuous Improvement program, order processing remained inconsistent, visibility and reporting were lacking, and invoicing procedures were inefficient.  These issues were especially pronounced wherever there was a handoff from teams in one location to another.


Project

The company engaged JCY Advisors to support a 2.5-day workshop that brought diverse executive and staff members together to identify and resolve inefficiencies across the O2C process:

  • Improve order submission accuracy

  • Align process reporting and tracking

  • Streamline invoicing procedures

  • Enhance overall operational efficiency

We utilized Design Thinking as our workshop approach, and divided participants into four subprocess groups-- Payment Allocation, Credit Processing, Order Management, and Dispute Handling.  In the workshop participants:

  • Developed detailed Problem Statements

  • Created Empathy Maps to understand user perspectives

  • Conducted collaborative Ideation sessions

  • Mapped out As Is processes and identified sources of friction

  • Designed improved To Be models

  • Established a robust governance structure to drive implementation.


Results

Coming out of the workshop the To Be processes were modeled to show significant improvements:

  • Payment Allocation Improvements:

    • Cycle time reduction from 72 to 3 hours

    • Elimination of recurring errors

    • Improved customer satisfaction

  • Credit Note Processing:

    • Rejections reduction by 15-20%

    • Removal low-value administrative work

    • Specialist workflows streamlined

  • Order Accuracy Enhancements:

    • Billing activation time reduction from 3.5 to 1.5 days

    • More consistent process

  • Inquiry and Dispute Handling:

    • Enhanced first-time resolution rates

    • Improved service performance reporting.

The workshop generated over 70 additional improvement ideas, established a framework for ongoing process optimization, and created a collaborative approach to continuous improvement.

The project provided a roadmap for further transforming the order-to-cash process, demonstrating the power of Design Thinking in driving operational excellence.

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