How a mid-sized B2B company stopped its quote, order and invoice disagreeing.
The situation
A mid-sized B2B company kept its price in more than one place. When a customer amended a contract, the order changed, but the invoice kept reading the old price.
Finance corrected invoices by hand and kept spreadsheets to check them. Sales and finance each trusted their own numbers, so nobody could rely on the forecast or the revenue report.
How we work
The work took a few weeks. You keep the map and the findings either way.
What changed
From our client work
Try it this week
Pick a contract amended last quarter. Write down its price at each step.
If they differ, count the places the price was copied. Each place is a spot where the price can drift.
The Org Review