industry
Business Services

Plumbing co. needs to clean its finance operating pipes​

Key metrics:
  • Saved $5-7M annually by building scalable finance operating model​​​
Value levers pulled:
  • Finance process optimization
  • Target operating model
  • Digital transformation

Picture this...

You’re a national HVAC, Plumbing and Electrical service and sales business executing on a rapid acquisition growth ​ strategy that has resulted in distributed finance operations across 70+ locations. You’ve invested in building and deploying a centralized scheduling, order management, billing, and financial system, but you’re not seeing the efficiencies you expected. While you have successfully created a foundational platform, you haven’t developed the target ​ operating model for your finance and accounting operations that you really need. In addition, you realize that your performance is being hampered by inefficient Order to Cash and Accounts Payable processes that require a local accounting staff at each location. You need help realizing efficiencies and synergies.

You turn to Accordion.

We partner with your team to build a scalable finance operating model platform. Specifically, we:

  • Conduct data gathering, interviewing key finance, field service, customer support, sales, and IT stakeholders to evaluate finance function capabilities across procure-to-pay, invoice-to-cash, and payroll.
  • Identify the still manual processes that exist across the procurement-to-pay cycle impacting inventory management, purchase order creation, and accounts payable (despite the investment in technologies intended to digitize these processes).
  • Understand why payment integration and cash application is still slowing job order closing and preventing management from seeing margins in a timely manner.
  • Perform a benchmarking analysis to evaluate productivity and cost effectiveness of the finance organization.
  • Define and prioritize improvement initiatives and a transformation roadmap for future growth.
  • Develop requirements for a new source to pay solution to improve purchasing effectiveness and allow for the centralization of all account payable activities.
  • Automate the cash application process in order to free up significant resource capacity at the branch level.

Your value is enhanced.

You save $5-$7 million annually by building a best-in-class service delivery model for finance. You now have a detailed implementation plan across Order to Cash, Source to Pay, and four additional workstreams to achieve target savings. With this new operating model, your finance team can scale at a minimal cost as the organization grows and acquires new businesses in line with the sponsor’s value creation plan.

Enhanced value:

​​​Saved $5-7M annually by building scalable finance operating model