Solution For Software & Technology

Software Company
Case Study

 

Client Overview

Our Software & Technology Customer develops software that allows IT professional to backup, manage and gain insights from their data across multiple systems or cloud provider. With rapid growth, they faced challenges in manual and non-scalable complex processes and multiple complex systems. In addition, there is a strong need for a higher accuracy and better visibility in revenue recognition, This case study explores how our expert team helped our customer overcome these challenges and achieve remarkable results.

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Challenges

1. Complex Quote to Cash Process

The Software and Technology company leverages on Salesforce CPQ and NetSuite O2C to navigate through complex contract management processes. The intricacies of this process, coupled with the use of multiple systems, have presented challenges in dealing with fractured data structure, making it difficult to convert quote accurately and efficiently to cash.

2. Complex Purchase Approval Process

The Software and Technology operates with a complex purchase approval matrix, yet it relies on a manual vendor bill verification process, leaving it susceptible to audits controls and regulatory scrutiny. Furthermore, the current process lacks delegation abilities and is not scalable to meet the demands of higher volume.

3. Complex Revenue Recognition and Management

The Software and Technology company leverages on Salesforce CPQ and NetSuite O2C to navigate through complex contract management processes. The intricacies of this process, coupled with the use of multiple systems, have presented challenges in dealing with fractured data structure, making it difficult to convert quote accurately and efficiently to cash.

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