The AR process from invoice issuance through aging, dunning, dispute management, cash application and write-off. This is the Accounts Receivable and Collections Workflow from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for accounts receivable and collections, and it walks through everything from invoice issuance and billing accuracy to cash application and write-off discipline. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.
What this workflow covers
This is a preview of the full deliverable. Inside the Stratenity Library, this workflow walks a consultant through the complete method, section by section, with a worked client example threaded throughout.
- Context, Scope and Objectives
- Approach and Methodology
- Invoice Issuance and Billing Accuracy
- Aging, Segmentation and the Collections Portfolio
- The Dunning Cadence and Collections Workflow
- Dispute and Deduction Management
- Cash Application and Write-Off Discipline
- Performance and Outcomes
- Findings and Insights
- Recommendations and Roadmap
- Value Realisation Framework
- Risks, Assumptions, Issues and Dependencies (RAID)
- Governance and Next Steps
Review, download, and activate in 48 hours
Stratenity Library subscribers can review this workflow in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.
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