Smooth processes in purchasing and sales are not a sure-fire success - they require well thought-out processes and smart automation. Especially in the area of Purchase-to-Pay (P2P)from the determination of requirements to supplier invoicing, and Order-to-Cash (O2C)In the process from order to receipt of payment, there are often hidden inefficiencies. But how can you tell whether your company still has room for improvement here? Our checklist will help you to uncover optimization potential - simply by asking specific questions.
1. transparency of processes
- Do you have a clear overview of all the steps in your P2P and O2C processes?
- Example: If a customer calls and asks about the status of their Order can your employees give him an answer immediately or do they have to search through various systems?
- Are responsibilities clearly defined?
- Example: Does your company have clear responsibilities for each stage of the ordering or invoicing process, or does a lack of clarity lead to delays?
2. degree of digitization
- Do you use digital solutions to automate ordering and invoicing processes?
- Example: Do your employees still work with Excel lists or handwritten order forms? Modern software solutions can automatically record and forward orders.
- Become Documents electronically processed and archived?
- Example: If a Invoice is it automatically recognized and processed, or does an employee have to type it in manually?
3. supplier and customer communication
- Is communication with suppliers and customers standardized and comprehensible?
- Example: Are quotations, orders and invoices sent automatically by e-mail, or are there still manual processes that cause delays?
- Are there feedback loops for continuous improvement?
- Example: Do you actively ask suppliers and customers for suggestions for improvement or are there recurring problems that are not being addressed?
4. performance measurement
- Do you use key performance indicators (KPIs) to measure the efficiency of your processes?
- Example: Do you know how long an order takes from receipt to delivery? Do you have benchmarks for the payment duration of your customers?
- Are these KPIs regularly evaluated and are measures derived from them?
- Example: If you find that invoices are often paid late, have you taken steps to improve the process?
5 Compliance and security
- Are your processes compliant with legal requirements and internal guidelines?
- Example: If tax requirements such as the GoBD and are digital invoices archived in an audit-proof manner?
- Are there security mechanisms in place to protect sensitive data?
- Example: Are invoice and customer data protected against unauthorized access by authorization concepts?
6. flexibility and scalability
- Can your processes be adapted quickly if necessary?
- Example: If your company suddenly receives more orders, can your systems and processes handle it?
- Are they scalable to accommodate growth or changes in the market?
- Example: If you offer new products or services, can your existing processes be easily adapted?
We offer you certified and powerful solutions for the digitalization and optimization of document processes around SAP S/4HANA and SAP ERP, both on-premises and in the cloud. These SAP add-ons cover the entire purchase-to-pay and order-to-cash process and integrate state-of-the-art technologies such as AI and RPA.
Your next steps
Review your current processes using our checklist and identify areas with potential for optimization. We will be happy to support you in implementing customized solutions that increase your efficiency and reduce costs.
Contact us for an individual consultation and discover how you can optimize your processes.
