Maintaining a healthy cash flow is critical for any business — but for an engineering services company dealing with multiple clients and projects, managing accounts receivable (AR) can quickly become complex and inefficient.
Our client was facing delays in collections, limited visibility into aging receivables, and challenges in holding teams accountable for follow-ups. They needed a better way to monitor and manage their AR process.
The Challenge
The company’s finance team lacked a unified view of receivables. Branches operated independently, with no consolidated tracking of overdue invoices or collection effectiveness. Project managers had little visibility into which clients were delayed, and leadership couldn’t easily identify risks to cash flow.
The Solution
We designed a comprehensive dashboard that provided real-time insights into the AR process. The solution included:
Aging analysis to track overdue invoices
Branch-level performance metrics to compare collection effectiveness
Client and project-level views to identify problem areas
Trend tracking to spot recurring issues and take timely action
With role-specific views, the dashboard encouraged ownership and accountability across departments.
The Impact
The company gained greater control over its AR operations, improved follow-up processes, and optimized the use of collections resources. As a result, they experienced:
Improved cash flow health
Faster collections and reduced aging
More informed decision-making at all levels
Greater operational efficiency across branches
📥 Download the full case study to explore the dashboard and results:
Accounts Receivable Dashboard (PDF)
🔗 Read more on our website:
Enhancing Cash Flow with Optimized AR Processes
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