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Pumping $30M annually into HVAC service co.​

Context

A leading HVAC service co. needed to improve accounting and payment collection to grow at scale​.

Value Created

$30M
in total annual benefits​
12+ FTES
reduction through the automation of cash application​
$20M
annual savings through Coupa-driven sourcing strategy​
10,000+ hours​
saved annually through Xactly commission automation for 60+ branches​

People

VALUE LEVERS

  1. Redesign F&A operations to centralize accounting

HOW WE DID IT

  • Created and executed detailed activity splits between branch and centralized accounting​
  • Established branch sizing KPIs which enabled appropriate staffing at branches​
  • Created new role & responsibilities for centralized and branch accounting

Process

VALUE LEVERS

  1. OTC process transformation​
  2. Established DevOps governance strategy

HOW WE DID IT

  • Developed new payment collection workflow enabling technology to automate accounting tasks​
  • Established new F&A IT governance structure to accelerate development sprints & enable oversight ​

Technology

VALUE LEVERS

  1. Technology-enabled procurement transformation​
  2. Commissions automation​
  3. Enhanced Azure solution to increase task automation ​

HOW WE DID IT

  • Adopted a procurement tool which enabled centralized procurement and sourcing catalog ​
  • Integrated SPM tool to automate commissions and enhance variable-pay-plan transparency​
  • Optimized configuration of homegrown platform automating payment application and reconciliation​