Background: My client had a successful company; however, some of the operational areas were badly in need of tuning. I spent hundreds of hours analyzing their environment and engaging those in charge of billing, the technicians who ran the SQL reports that were used to report client resource usage, the technical and account management personnel. After several iterations I created the final document shown below.
As a result of this document and a subsequent project; we were able to cut the overhead hours required to run some processes by over 90%. Beyond this, the company began recieving higher revenues once billing was accurate and they no longer relied on conservative guesses on client resource usage. For reasons of confidentiality I have intentionally obscured the content.
The entire Accounts Receivable process
This is a flowchart that describes every step required prior to performing billing. The result of doing this was a renewed focus in finding areas to improve efficiency and effectiveness.
Detail for one business unit
This is a close-up of the flowchart shown above. Hundreds of hours of business went into the development of this chart. The return on investment was very high for two reasons. First, billing accuracy improved and customers we billed accurately generating higher revenue. Second, the administrative overhead was reduced and parts of the process were eliminated or streamlined.
Doug Geiger 