Order to Cash
The Challenge
The commercial process spans CRM, internal approvals, document generation, legal review, project kickoff, and invoicing — each team sees only its slice.
Common Blockers
- Invisible bottlenecks in legal review that extend closing times by weeks.
- Untracked handoff between sales and operations: projects start late without anyone noticing.
- No baseline on how many human hours each phase of the commercial cycle costs.
The FlowSharp Solution
Process Map across the whole path, an offer-approval flow, manual legal-review task, events linking approval to kickoff, analytics for time-in-review and ROI.
Process Stages
- 1
Order receipt & qualification
The CRM registers the opportunity and FlowSharp starts the process in state 'Order received'. Customer, budget and deadlines are validated.
- 2
Internal offer approval
The sales manager approves the offer. Above a threshold a second approval level triggers a dedicated task.
- 3
Legal review & contract
A manual task assigned to the legal team blocks progress until signature. Review time is measured and included in the process KPI.
- 4
Project kickoff & delivery
The 'Contract signed' event automatically triggers project kickoff, ERP customer creation and team assignment.
- 5
Invoicing & close
Invoicing milestones are explicit events in the flow. Analytics measures the full cycle: from order to cash, per customer.
Expected Outcomes
- Full visibility of the order-to-invoice cycle: every team sees its state and next step.
- Reduced average closing time thanks to automatic escalation and measured SLAs.
- Provable ROI: before/after time and cost baseline, with savings on automatable tasks.
Industry note — Manufacturing
In manufacturing, the order-to-cash process often touches ERPs (SAP, Odoo), CRMs and customer portals. FlowSharp doesn't replace these systems: it governs them, keeping the process readable to the business even when integrations are complex.
Frequently Asked Questions
- Do I need to integrate my ERP to use this flow?
- No. You can start the process with manual tasks and add ERP integrations (webhook, n8n) later, once the flow is established.
- How is legal review time measured?
- FlowSharp automatically records when the task is assigned and when it is completed. The delta is available in process analytics as a phase KPI.
- Can I have different approval thresholds by customer type?
- Yes. Approval rules in FlowSharp support conditions based on process fields: amount, category, country, or any attribute that models your process.