Strategic has a lot of employees and a lot of clients, so invoicing can be a cumbersome task to complete. Their internal finance department was struggling with the increased workload and defining a solid process. These struggles lead to later invoices that caused revenue to be reported a different month then the work was completed in, skewing their financial reporting. Strategic recognized it would be cost-effective to outsource their client invoicing to a partner that knows the ins and outs of invoicing as a technology business and utilizing ConnectWise Manage & Sell.
As ConnectWise and Technology business experts, we immediately understood the frustrations Strategic was experiencing and were able to craft a thorough invoicing process to ensure that they were correct and being sent out and paid on time. We worked with the Strategic team to make sure this process fit their business; we strive to build customized solutions to the needs of the clients so that our work has longevity, and if for whatever reason they needed to bring invoicing back in the house, they have the tools to do so.
By taking this cumbersome task off of strategic’s plate, they can focus on what matters- growing their business. We give them the peace of mind by ensuring that their clients are getting the right invoice at the right time, in order for them to get paid. Overall, their invoicing process is more efficient, they have accurate reporting of their revenue, and their clients are happy for the quick service and detailed invoices. Knowing when to outsource menial or time-consuming tasks is the hallmark of a smart technology business leader. Though invoicing is a seemingly simple task, outsourcing has had a hugely positive impact and saved money and time, and frustration in the long run.