Celonis Implementation Infor M3 - Order to Cash

Business Challenge

The Order to Cash process lacked transparency from start to finish. Limited insight hindered the identification of process bottlenecks and root causes, partly due to a lack of KPIs to measure process performance and efficiency. Without company-wide insights, improving the process across divisions and departments was challenging.

Solutions

My involvement provided in-depth insights into the Order to Cash process across departments, creating a starting point to understand and improve process execution within the company. Specific insights were created for manually released customer orders and changes to customer orders. These insights enabled the company to:

• Identify and resolve causes of credit blocks.
• Identify unnecessary manual steps and improve employee efficiency.

Additionally, functionalities were developed to respond to these insights using the provided Action Center, allowing the company to address Active Customer Order Stops and Customer Credit Limits that need review.

Celonis Implementation Infor M3 / Medius - Purchase to Pay

Business Challenge

The Purchase to Pay process lacked insights across multiple systems, hindering process execution improvement. The lack of insight prevented the identification of process bottlenecks and root causes, partly due to a lack of KPIs to measure process performance and efficiency. Without cross-system process insight, improving the process across systems, divisions, and departments was difficult.

Solutions

My involvement provided in-depth insights into the Purchase to Pay process across various systems and departments, creating a starting point to understand process flows and improve execution within the company. With these insights, the company could identify and resolve issues in the Purchase to Pay process across systems and departments.

The solution specifically allowed users to focus on KPIs: On-time Invoice Approval, No-Touch Rate, and Overdue Invoices. These KPIs enabled the company to:

• Increase the percentage of timely approved invoices.
• Identify unnecessary manual steps.
• Improve employee efficiency.
• Reduce the number of overdue invoices.

Additionally, functionality was developed to take action on these insights using an Action Center, allowing the company to intervene with overdue invoices in the system.