Work with Me

Quote-to-Cash Diagnostic | Implementation Companion | Fractional Ops / Finance Systems Lead

I work with small manufacturers and select B2B service firms to fix messy quote to cash processes. I align how work flows on the floor with how it shows up in your systems, so quotes, jobs, and invoices line up and leaders can finally trust their margins.

Quote-to-Cash Diagnostic and Roadmap

Best for:
Owners who know their quote-to-cash process is messy but aren’t sure where it’s breaking or what to fix first.

I review how a job really moves from quote to order to production to invoice across sales, the shop, and finance. I look at who does what, where data is entered or changed, and which systems are involved. Then I highlight the root causes and lay out a simple, realistic sequence of fixes.

What’s included:

3–4 week review of workflows, roles, and systems using real jobs
Current-state map of your quote-to-cash process
Clear list of failure points (duplicates, missing steps, unclear ownership, bad data)
Simple future-state design with agreed-upon steps and definitions
90-day action plan with quick wins and foundational changes

Outcome:
A shared, plain-language picture of how work actually flows today and a practical plan to clean it up without stopping the business.

Fractional Ops-Finance Systems Lead

Best for:
Small manufacturers who don’t need a full-time operations or finance leader, but do need someone to own the quote-to-cash process over time.

In a fractional role, I take ongoing responsibility for how work flows through your systems and where it lands in the P&L. I work with your existing team, bookkeeper/CPA, and any system partners to resolve issues, refine processes, and keep everyone using the same definitions and data.

What’s included:

Regular cadence (for example, weekly or bi-weekly) check-ins with ops and finance
Ongoing monitoring of quote-to-cash health and key margin/job metrics
Backlog of process and system improvements, prioritized with your leadership
Support for training new team members on the agreed workflow
Quarterly review of what’s working, what’s slipping, and what needs to change next

Outcome:
Quote-to-cash stays clean and stable, fire drills drop, and you’re not dependent on one “hero” employee to keep the whole process in their head.

Implementation Companion (Ops–Finance Systems Translation)

Best for:
Companies implementing or upgrading systems like Business Central, job-costing, or time/production tools, and worried that the new setup won’t match how the business really runs.

I sit between your team and your implementation partner to make sure the system design reflects the way work actually happens on the floor and in finance. We use real jobs to design fields, workflows, and tests so quotes, jobs, and invoices line up once the system goes live.

What’s included:

Review of your current quote-to-cash process and pain points
Input on key data fields, codes, and workflows from an ops/finance perspective
Real-world test scenarios based on your actual jobs and customers
Working sessions with your team and implementation partner to close gaps
Simple reference guide: “This is how quote-to-cash works now” for staff

Outcome:
A new or updated system that your team can actually use, with quotes, production, and invoicing telling the same story instead of creating new workarounds.

FAQs

Can we start small?

Yes. Most clients start with a focused Quote-to-Cash Diagnostic, usually 3–4 weeks. I review how a real job moves from quote to order to production to invoice, highlight the root causes of the “mess,” and outline a 90-day plan with quick wins and larger fixes. It’s a low-risk way to test fit and see value before committing to deeper work or a fractional role.

Do you work on site?

Yes, when it adds value. Most of the mapping and follow up can be done remotely, but I often come on site during a diagnostic or implementation phase to walk the process, sit with your team, and see how work really flows. Travel is billed at cost with prior approval.

What does success look like?

Success means your quote-to-cash process is clear, consistent, and trusted. Quotes, jobs, and invoices match. Handoffs between sales, the shop, and finance are defined and documented. Margin and job performance numbers line up with what people see on the floor. Fire drills drop, and leaders can make decisions based on numbers they actually believe.

How It Works

Every project follows a clear, repeatable rhythm; designed to move quickly from discovery to delivery while keeping your team aligned and informed.

1. Intro Call (30-45 minutes)

We talk through your current challenges, especially where quotes, jobs, and invoices are not lining up. I will ask specific questions about your quote-to-cash process, systems, and team. After the call, I send initial recommendations and a formal proposal so you can see how I would approach your situation before you commit.

2. Discovery

In a focused discovery (typically 3–4 weeks), I meet with key people in sales, the shop, and finance. I review real jobs, workflows, systems, and reports, and document how work actually moves from quote to order to production to invoice today. You receive a short findings summary and a clear set of recommendations, including a 90-day plan with quick wins and larger fixes.

3. Delivery and Implementations

We execute the agreed plan together. That might include cleaning up quote-to-cash workflows, refining roles and handoffs, adjusting how data is captured in your systems, and supporting any related system changes or partner work. I provide concrete deliverables, milestones, and simple weekly updates so you always know what has been done, what is in progress, and what is next.

4. Stabilize & Handoff

Once the new way of working is in place, I stay involved long enough to make sure it sticks. I help your team practice the new process, adjust for real-world issues, and answer questions. You leave with documented workflows, reference guides, and a small set of key numbers to watch so you can maintain visibility and keep quote-to-cash stable without relying on me long term.

Contact for Proposal

Work with Me

Quote-to-Cash Diagnostic | Implementation Companion | Fractional Ops / Finance Systems Lead

Quote-to-Cash Diagnostic and Roadmap

FAQs

How It Works

EdgeUp Consulting