1. Quote to cash
A signed quote becomes an order, a contract and a billing schedule without anyone keying it in again.
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Always
Mostly
Sometimes
Rarely or never
Please choose an answer for this statement.
Discounts and non-standard terms are approved in the system, and the approval stays attached to the deal.
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Sometimes
Rarely or never
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When a contract changes partway through its term, the next invoice reflects the change without a manual correction.
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Always
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Sometimes
Rarely or never
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2. Time and billing
A rate change reaches the next invoice without anyone re-keying it.
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Sometimes
Rarely or never
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Approved time reaches billing and payroll from one record, without being entered twice.
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Sometimes
Rarely or never
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Invoices go out without a person checking them line by line against another system.
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Sometimes
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3. Onboarding clients and workers
A new client is set up once, and that record reaches delivery, billing and finance without being copied by hand.
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Rarely or never
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A new worker or staff member starts with their access, pay details and rates already in place on the first day.
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Rarely or never
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Onboarding steps are tracked in a system, not in an inbox or a spreadsheet that one person keeps.
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Rarely or never
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4. Reporting you trust
Finance and operations report the same revenue number for the same month.
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Rarely or never
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Month end closes without a spreadsheet that reconciles one system against another.
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A leadership question about margin or utilization can be answered from the systems on the same day.
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5. After acquisitions If you have not made an acquisition, answer for how you would bring one in.
An acquired business bills from the same system and rate structure as the rest of the group.
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Rarely or never
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Client and worker records from an acquired business are merged into one set, not kept in parallel.
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Rarely or never
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More than one person understands each integration between your systems and could fix it when it fails.
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Sometimes
Rarely or never
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