The Solution Architect

The Solution Architect

Quote To Order

How you go to market, how you structure your products to sell, how you price and commercialise are all key areas that we have designed solutions for. Therefore our solutions don’t just start from when you sell a product, we design for your go to market processes integrating into a model that caters for your sales processes up until a quotation has been produced and an order is created. Our designs also includes the integrations of sales orders into an ERP solution that allows for accurate billing and revenue recognition.

Order to Cash

The need for a smooth integration and conversion of a sale to cash is key to any business ensuring any risks around cash flow is minimised. Our solutions provide that link factoring integrations from any type of CRM solution into any ERP solution. Our designs incorporate conversion of a sales order into an invoice, recognised revenue and finally into cash received in the bank. We understand your specific industry needs, global and localised requirements and incorporate our extensive global delivery to design a finance solution that fits around your growing business.

Reporting

The key to growing a business lies in how well your reports are presented and consumed and what decisions you can make from them. Our end to end design knowledge means we factor in all reporting requirements as we build your processes. What’s the key data you would like to see? At what level would you like this presented? We drive your requirements based on decisions you need to make for your organisation.

Aims and Objectives

We engage attendees on areas they would usually require in everyday work, split out in stages to encourage easy assimilation of all discussed topics.
At the end of each completed session, attendees should be able to manipulate data within Excel and present findings in a structured manner that can be interpreted by any type of management area (Sales, Finance, Senior management etc.)

Application

Topics covered will be commonly used by Business and Data Analysts, Finance professionals, Sales, Business and operational teams, Project managers for general analysis, reporting and/or presenting recommendations to management.
  • Business role focused: Intentional role session grouping.
  • Relevance: Relevant tailor-made data, reports, and formulas to match each role type.
  • Applicable: Applicable Delivery designed towards current or expected roles
  • Ongoing Practice: Data sharing allowing for continuous practice afterwards.

Modules

  • Basic: Basic manipulation and formulas
  • Intermediate: Text, Logical and Lookups formulas etc
  • Advanced: Reporting, Pivots, Charts, Graphs, Dashboard etc