Measure & Optimize

Ensure operational metrics are connected to business goals to measure success against pre-established business metrics while identifying areas for improvement.

Data and Reporting Design Technical Ecosystem Audit Business Metric and Process Alignment

Data and Reporting Design

Use of data architects and billing experts to develop reports and dashboards for the business.

Deliverable

Report or Dashboard

Ideal Format & Timing

1-2 weeks

Key Activities

Identify the needs, use cases, and audiences for each report.
Design, configure, and create reports and dashboards.
Iterate based upon feedback or data changes.

Benefits

Uses expert resources who understand the data model and design to create reports with quick turnaround times.
Provides access to expert resources on data design and data architecture in the context of finance and order-to-cash processes.

Technical Ecosystem Audit

A review, analysis, and set of recommendations based on the use of the system, performance of the current ecosystem design, and technical configurations.

Deliverable

Technical Ecosystem Audit Report

Ideal Format & Timing

2-3 weeks

Key Activities

Review overall ecosystem and tech stack of the billing solution.
Review how the billing system is uniquely configured and being used by the business.
Understand volumes, pain points, and other challenges the business is having with the solution.
Provide a summary analysis of suggested modifications or changes within the existing systems.

Benefits

Provides the business with expert recommendations for getting the most out of existing technology.
Identifies areas of the billing system that could be optimized to enable increased volume and scale.

Business Process and Metric Alignment

A review, analysis, and set of recommendations based on current state processes, the status of key performance indicators across the business' order-to-cash processes, and operational metrics of the billing solution.

Deliverable

Business Process Audit Report
Key Performance Indicator (KPI) Audit Report

Ideal Format & Timing

3-4 weeks

Key Activities

Understand and define current state processes.
Understand and define current KPIs/metrics being measured for the business and map in-system and process-level metrics that support those.
Identify process improvements and key risk points within the existing process.

Benefits

Provides the business with expert recommendations for addressing current billing challenges by optimizing processes and leveraging existing technology.
A KPI map communicates how to measure the impact of billing processes on the business.

Measure & Optimize

Transform data into actionable insights

Don't let valuable performance data go unused. Our Measure & Optimize services help you connect operational metrics to business goals and continuously improve your billing operations.

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Maintain

Value Growth

Value Management

The solution to tech-project regret

Companies across all industries struggle to successfully implement the software they've purchased, resulting in unrealized value, frustration, and regret. Regret often occurs when problems are misdiagnosed as a symptom or not fully known or understood. Focusing on business-value outcomes helps ensure the real problems are solved.

Get Started with Value Management