What should our priorities be in the “back office”?

ATEThis is our mantra (in priority order)

AccuracyTEThis is our mantra (in priority order)

AccuracyTimelinessEThis is our mantra (in priority order)

AccuracyTimelinessEfficientThis is our mantra (in priority order)

PaperworkSalesCSFSSAQuote/POCUSTOMER FULFILLMENT PROCESSONGOING ACTIVITIES POST-FULFILLMENTThe flow of activity…

PaperworkVerifySalesCSFSSAQuote/POCUSTOMER FULFILLMENT PROCESSONGOING ACTIVITIES POST-FULFILLMENTThe flow of activity…Account SupportChecklist QC

PaperworkVerifyCredit CheckSalesCSFSSAQuote/POAccount SupportChecklist QCAccountingA/R (existing)Credit (new)CUSTOMER FULFILLMENT PROCESSONGOING ACTIVITIES POST-FULFILLMENTThe flow of activity…

PaperworkVerifyCredit CheckFillSalesCSFSSAQuote/POAccount SupportChecklist QCAccountingA/R (existing)Credit (new)FulfillmentProgramAccount SetupShipCUSTOMER FULFILLMENT PROCESSONGOING ACTIVITIES POST-FULFILLMENTThe flow of activity…

PaperworkVerifyCredit CheckFillOnboardSalesCSFSSAQuote/POAccount SupportChecklist QCAccountingA/R (existing)Credit (new)FulfillmentProgramAccount SetupShipAccount SupportInstallsTrainingCUSTOMER FULFILLMENT PROCESSONGOING ACTIVITIES POST-FULFILLMENTThe flow of activity…

PaperworkVerifyCredit CheckFillOnboardInvoiceSalesCSFSSAQuote/POAccount SupportChecklist QCAccountingA/R (existing)Credit (new)FulfillmentProgramAccount SetupShipAccount SupportInstallsTrainingAccountingHardwareSubscriptionsCUSTOMER FULFILLMENT PROCESSONGOING ACTIVITIES POST-FULFILLMENTThe flow of activity…

PaperworkVerifyCredit CheckFillOnboardInvoiceSalesCSFSSAQuote/POAccount SupportChecklist QCAccountingA/R (existing)Credit (new)FulfillmentProgramAccount SetupShipAccount SupportInstallsTrainingAccountingHardwareSubscriptionsTechSupportCUSTOMER FULFILLMENT PROCESSONGOING ACTIVITIES POST-FULFILLMENTBillingSupportAccountSupportThe flow of activity…

Other topics we will cover…