Order-to-Cash-to-Renewal: how work moves across ESL
Each lane is a department; each box is a stage taken from the source documents. Click a box to see who does it, the approval it needs, and what the system should automate. Press Play to walk through the whole cycle. The cycle ends when a warranty or AMC renewal becomes a new sales opportunity.
Proposed system structure
A single ERP platform in four layers. Department modules sit on shared services (approvals, reminders, documents, master data), so a rule such as "alert before expiry" is built once and reused by every department. Click any module to open its process flows.
The golden thread: one record ID carried from first visit to renewal
Build once, used by many: overlaps found across documents
Approval authorities referenced in the documents
Automation triggers and cross-department handoffs
Today these handoffs happen by email, phone or Excel. In the new system each one becomes an event: when it happens, the next department gets a task automatically.
Expiry and reminder engine: every dated item that needs an alert
These items appear in six different documents. One scheduler with configurable alert rules can cover all of them.
Suggested implementation roadmap
The phases follow the money: first the shared foundation, then the revenue engine, order-to-delivery, order-to-cash, corporate services, and finally dashboards and portals. Each phase depends on the master data and IDs set up before it.