Step 1
Observe
Audit and document the real work between sales, operations and finance.
What we cover
- Every handoff, from order to cash
- The friction, where it happens
What we set up with you
- A documented audit of how you work today
Onboarding · Operations and billing
Operations and billing onboarding
A Forward Deployed Financial Engineer observes your real work, designs the target process with your managers and sets up the automations.
Key details
- Subscription
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From $ 3,750 /month
1-year contract.
- Engineering
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Forward Deployed Financial Engineer
Every engagement requires purchasing their time, quoted by sales.
- Framed per engagement
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The scope, on-site presence and deliverables.
The plan, step by step
Four stages, run with your sales, operations and finance managers.
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Step 2
Design
The target process, with your managers.
What we cover
- Roles, rules and exceptions
What we set up with you
- Your target process
- The chosen workstreams, each with its scope
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Step 3
Automate
Each automation tested and handed to an owner.
What we cover
- The agreed automations and integrations
What we set up with you
- Tested automations, each with an owner
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Step 4
Hand over
Control, with documentation.
What we cover
- Learning on the job, with your internal leads
What we set up with you
- The documentation to stay in control
How the engineer works
Forward Deployed Financial Engineer
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The real work first
They observe what happens between sales, operations and finance before proposing anything.
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One automation, one owner
Each one is tested, then handed to someone on your team.
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Framed for each engagement
The scope, on-site presence and deliverables are agreed engagement by engagement.
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You stay in control
The documentation and your internal leads take over.
Who takes part
- On your side
- Your sales, operations and finance managers
- Your IT
- On the Finaxis side
- A Forward Deployed Financial Engineer
- An integration specialist
You leave with
- Your target process, designed with your managers
- Tested automations, each with an owner
- The documentation to stay in control
Questions
Another question? Talk to sales
The engineer who observes the real work between sales, operations and finance, designs the target process with your managers, sets up the automations, each tested and handed to an owner, then hands control over to you, with documentation.
Every engagement requires purchasing engineering time, quoted by sales. It comes on top of the subscription, from $3,750/month on a 1-year contract.
The scope, on-site presence and deliverables are framed for each engagement.