Order-to-cash operations run on one purpose-built platform
How a healthcare logistics operator turned inbox-driven purchase orders into a single operating environment spanning inventory, billing and reporting.
Order volume
High-volume
inbound purchase orders
Industry
Healthcare
logistics & warehousing
Engagement
21 weeks
to production + ongoing
Measurable operational impact
60%
Less manual PO handling
From inbox to inventory, automated
Real-time
Inventory & order visibility
Across the operation, not end-of-day
Single
Operating environment
Orders, billing, and reporting unified
An order-to-cash flow held together by hand
The operator had capable systems — a shared inbox for orders, an inventory management platform, and finance tools for billing. On paper, the pieces were all there.
In practice, every purchase order was re-keyed by hand, and the work of moving an order from inbox to invoice was stitched together across tools and people.
The symptoms they were experiencing:
- Manual re-keying: Every inbound purchase order typed into the inventory system by hand
- Inventory drift: Stock and orders falling out of sync between updates
- Fragmented billing: Invoicing run as a separate manual process, prone to delay and error
- Lagging reporting: Operational reporting compiled by hand, never quite current
The systems existed. What was missing was the operational layer that carries an order from inbox to invoice — reliably, and without re-keying.
From discovery to ongoing operations
How we built and continue to operate their order-to-cash platform.
Mapping how orders actually flow
We followed real purchase orders from the moment they hit the inbox through to invoicing — watching where they were re-keyed, where they stalled, and where errors crept in.
Building the order-to-cash platform
We built a purpose-built operational platform that sat across their existing inbox, inventory system and finance tools — capturing orders and moving them through the flow automatically.
Phased rollout with the operations team
We rolled the platform out in phases, starting with order capture, then inventory sync, then billing — training the team and tightening the workflow at each step.
Continuous operation and optimisation
We continue to operate and improve the platform — monitoring data quality, tuning the workflow as order patterns change, and extending capability as the business grows.
A single order-to-cash operating environment
The platform sits across their existing inbox, inventory and finance systems, moving orders through the flow without replacing core infrastructure.
Purpose-built platform that captures purchase orders from the inbox and structures them automatically
Two-way sync with the inventory management system, so stock and orders stay aligned
Automated billing and invoicing generated directly from fulfilled orders
Operational dashboards and analytics spanning the full order-to-cash flow
Operational transformation
Before
Purchase orders re-keyed by hand from a shared inbox
After
Orders captured and structured automatically
Before
Inventory updated after the fact, often out of sync
After
Inventory kept aligned in real time
Before
Billing and invoicing handled in a separate manual process
After
Invoices generated automatically from fulfilled orders
Before
Reporting compiled manually, always lagging
After
Live operational dashboards across order-to-cash
Before
No single view of where an order sat
After
One operating environment for the whole flow
"Orders used to live in an inbox and someone's head. Now they flow through one platform from the moment they arrive to the invoice going out — and we can see every step."
— Head of Operations
Ready to run your operation on one platform?
Let's discuss how a purpose-built operational platform could work for your organisation.