The challenge
Sales, operations and finance re-enter the same information in separate tools.
The connected process
Qualify the opportunity, approve the quote, fulfil the order and invoice through agreed hand-offs.
What to validate
Test partial deliveries, cancellations, discounts and credit notes, not only a successful full order.
Measures to agree
Establish your baseline before implementation. Agree realistic targets with the process owner and review results after the new workflow is adopted.