📉
Product Strategy & MVP Delivery
Design and implement comprehensive strategies to improve Collection Effectiveness Index (CEI) and
reduce Days Sales Outstanding (DSO) to accelerate cash conversion.
Deliverables
-
Problem framing & value proposition
- MVP roadmap & milestones
- Optimized
collection procedures
- Performance
monitoring system
Expected Outcomes
- DSO reduction of
20-40%
- CEI improvement above
80%
- Increased monthly
collections
- Reduced aging
receivables
⚖️
Credit Risk & Customer
Scoring
Build customer risk evaluation and scoring systems to protect revenue and minimize exposure to bad
debt while maintaining customer relationships.
Deliverables
- Customer risk
scoring model
- Credit limit
policy framework
- Credit
approval workflows
- Automated reporting & alerts
Expected Outcomes
- Bad debt
reduction of 30-50%
- Single source of truth
- Early risk
identification
- Improved portfolio
quality
📊
Automation & Data Operations
Design and build executive dashboards on Zoho Analytics providing real-time visibility into
financial performance and enabling data-driven decision-making.
Deliverables
- Custom CEO/CFO
dashboards
- Automated
scheduled reports
- Access control & security review
- Historical trend
analysis
Expected Outcomes
- Real-time
performance visibility
- 80% reduction
in reporting time
- Faster, more
accurate decisions
- Better cash
flow forecasting