The Process Management Sprint
Architecture for Efficiency
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12 HoursIntermediate
The Process Management Sprint
Architecture for Efficiency
"Standardize the 5 core enterprise cycles—from Lead-to-Order to Record-to-Report—to maximize ERP and UMS performance."
Target Audience:Process Owners, Operations Managers, DX Leads
Price:TBD Soon
About this Course
Standardize the 5 core enterprise cycles—from Lead-to-Order to Record-to-Report—to maximize ERP and UMS performance.
What You Will Learn
- •Master the transition from inquiry to validated commitment in Lead-to-Order
- •Optimize fulfillment, invoicing, and revenue collection in Order-to-Cash
- •Redesign procurement for transparency and automated accounts payable
- •Synchronize the employee lifecycle with ERP/UMS resource planning
- •Consolidate operational data into real-time strategic reporting and compliance
Included Deliverables & Templates
Process Gap Checklist
BPMN 2.0 Templates (Lead-to-Order)
Cycle Efficiency Heatmap
Standard Operating Procedure (SOP) Template
Course Curriculum
1
Module 1: Lead-to-Order (The Growth Engine)
- Master the transition from inquiry to validated commitment
- Compare Corporate Sales (Lead-to-Contract) vs. University Admissions (Applicant-to-Enrollment)
- Ensure system readiness for both business and academic contexts
- Process mapping and gap identification
2
Module 2: Order-to-Cash (The Revenue Engine)
- Optimize fulfillment, invoicing, and revenue collection
- Eliminating 'Culture Tax' in billing and student fee collection
- Automating reconciliation and reducing manual errors
- Designing exception handling workflows
3
Module 3: Procure-to-Pay (The Supply Engine)
- Redesign procurement for transparency
- Automating accounts payable workflows
- Vendor management and contract compliance
- Three-way matching and approval hierarchies
4
Module 4: Hire-to-Retire (The People Engine)
- Synchronize the employee lifecycle with ERP/UMS
- Resource planning and capacity management
- Training and development tracking
- Offboarding and knowledge transfer protocols
5
Module 5: Record-to-Report (The Financial Engine)
- Consolidate operational data into real-time reporting
- Strategic reporting and compliance frameworks
- Dashboard design for executive visibility
- Audit trails and regulatory requirements
Ready to Start?
Pricing available soon. This course is also included free with any consultation package.