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Quote to Cash: Efficient Processes, Better Results

COURSE DESCRIPTION

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This full‑day training is relevant for employees involved in financial processes, cross‑department workflows, and day‑to‑day operational decision‑making. It gives your organisation a shared understanding of how key processes connect across functions and how improved collaboration can support stronger financial performance and more consistent ways of working.

Participants explore opportunities for process optimisation, clearer handovers, and better use of real‑time data, automated invoicing, and KPI tracking to support timely and well‑informed decisions. The description below serves as a starting point for tailoring the training to your organisation’s goals.

KEY TOPICS

  • Overview of the quote-to-cash process

  • Optimizing the quote-to-cash process for efficiency and automation

    • Efficient quoting and margin control

    • Monitoring order status, delivery dates, and identifying risks

    • Automated invoicing to improve cash flow

    • Impact of accurate, real-time data entry on financial performance

  • Tracking and interpreting key performance indicators (KPIs)

  • Continuous process improvement and identifying automation opportunities

LEARNING OBJECTIVES

After completing this course, you should be able to:

  • understand the full quote-to-cash process and its impact on organizational performance.

  • understand cross-team collaboration and how sales, operations, finance, and customer service interact throughout the quote-to-cash process.

  • apply best practices for efficient quoting and margin control to protect profitability.

  • monitor order progress, delivery schedules, and proactively identify potential risks.

  • utilize automated invoicing to accelerate cash flow and reduce manual errors.

  • recognize the critical role of accurate, real-time data entry in driving financial results.

  • use reports, desktops, and widgets to track and leverage KPIs with real-time data for smarter decision-making.

  • identify process bottlenecks and inefficiencies, and pinpoint opportunities for automation and continuous improvement.

Ready to unlock your team’s full RamBase potential?

 

 

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TARGETED SKILL DEVELOPMENT
Training content is customised to your team’s specific needs and real‑world context.
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FLEXIBLE DELIVERY OPTIONS
Choose on‑site, live online, or hybrid formats tailored to your team’s schedule and work environment.
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EFFICIENT
Training focuses on what matters most, making the best use of participants’ time and your organisation’s resources.

PRACTICAL INFORMATION

  • Schedule: 09:00 - 16:00.
  • Location: RamBase offices in Aksdal.
  • Cost: The course fee is 5100 NOK (excluding VAT), which includes lunch and light refreshments. Payment will be invoiced to the company after the course.
  • Equipment: Please bring your computer for an optimal learning experience.
  • Minimum Enrollment: The course is subject to rescheduling or cancellation if fewer than four participants enroll by the deadline.
  • Cancellation Policy: If you need to cancel your enrollment, please do so by the enrollment deadline.
  • Registration: The enrollement deadline is 9 May 2025.

 

Do you have a question? We're here to help!

 

 

MEET YOUR INSTRUCTOR

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Hans-Morten Daae 

Hans-Morten is a finance specialist with a background in ERP systems and the mechanical industry. Before joining RamBase in 2016, he worked as a self-employed certified accountant. As a consultant in RamBase, he enjoys helping clients implement new systems and has gained valuable insights from skilled professionals in various industries. Meeting, advising and teaching customers and partners, both locally and internationally, really motivates him.