Bookkeeping (QuickBooks, Net Suite, Xero, Tally), Accounting, Payroll and HR Financial Software management (Expensify, Bill.com, Zoho, etc), AP & AR management, Management Reporting, Metrics generation and monitoring, CFO Advisory services
CRM management (Zoho, SugarCRM, SFDC), Central Sales Collateral Management, Opportunity qualification, Bid Management
Proposal Generation, Proposal Readiness Gating Process, Sales Compensation Management, Metrics: Win/Loss Ratios, Reusability%, Cost of Bid.
Order to Cash — Revenue Recognition Tracking, Collections, Dashboards Margin Improvement — Cost Controls and Productivity Improvements Special Business Initiatives Metrics: Revenue — Forecast vs. Actual (including unbilled, deferred, unearned), DSO. Productivity, Margin – Budget vs. Actual
Resource Planning – Budgeting, Forecasting and Tracking Bench optimization Resource Demand-Supply Balancing Hiring Optimization Competency Planning Pyramid management Program Management Office (Setup and support) Metrics: Efficiency, Utilization, Pyramid Ratios, Revenue Productivity
OBOlinx Tech brings in expertise as your trusted Consulting partner for exceeding your business objectives through Excellence in Business Planning, Operations, Process Optimization and Performance Improvement.We work as a part of your team, with your team, and share your urgency like a true partner should.We deliver strategic and operational expertise ‘in precisely the right amount’ to address your specific needs, on your budget.
Billing, Collections, Payments (including managing contractor on boarding, timesheets, and payments, DSO and AR, system updates
Customer Collateral Creation, Proposal validation and vetting process, Offering Creation and Approval process, Opportunity Win/Loss Tracking, Competency Areas, Agreement Reviews, Quality Initiatives
Overall business dashboard : Revenue, CM, Productivity Engg : Efficiency, Utilization, Bench, Pyramid, Attrition, Competency Building : Proactive Hiring, Fresher Coverage, Training
Management Support – Special Initiatives, Management reporting and Internal Communications
Budget vs Actuals, Planning and implementation of improvement initiatives