Tightened approvals and standardized billing templates; within six weeks, DSO dropped by double digits and exceptions fell noticeably.
Quote and contract controls were inconsistent. Thresholds and automated gates produced cleaner invoices and fewer credits/rebills within one cycle.
Collections were ad hoc; a weekly aging review and a clear dispute path produced faster promise-to-pay and improved month-end predictability.
No. We work in your current stack. If toolchanges help, we’ll recommend pragmatic steps, but results come from process& controls first.
Primarily internal. When needed (e.g.,disputes), we can support customer outreach with your AR team.
Most clients see invoice quality andapproval speed improve in weeks, with DSO movement often visible by the firstmonth-end close after changes take effect.
Expect a short kickoff, a few focusedworking sessions, and brief weekly reviews. We aim to reduce workload byremoving rework and exceptions.
DSO, exception/credit rate, invoicefirst-pass yield, approval cycle time, promise-to-pay, % current in aging.
We treat your data as confidential and are happy to sign your NDA or provide our mutual NDA before information is shared.
References: any case examples are anonymized unless we have explicit permission to use names/logos.
Fixed-fees print. Vision Strategies targets visible KPI movement in-sprint and sustained performance post-handoff.
