See how ARDEM helped a global security communications company increase monthly AR tasks from 225 to 666 while improving average accuracy from 99% to 99.9% and maintaining 99% 24-hour turnaround with one average daily analyst.
MANAGED ACCOUNTS RECEIVABLE WORKFLOW CASE STUDY
Increasing Monthly AR Tasks From 225 to 666 Through a Managed Receivables Workflow
225 to 666
Monthly AR tasks
1 analyst
Average daily capacity
99.9%
Average accuracy
99%
24-hour turnaround
Overview
A global intercom and security communications company needed stronger control across invoice delivery, aging follow-up, customer communication, electronic payment support, account notes, and receivables reporting.
The Challenge
Manual invoice handling and email-based follow-up created inconsistent invoice delivery, customer clarification loops, and weak visibility into open invoices and payments.
The client needed more throughput without sacrificing accuracy, 24-hour service expectations, or finance visibility.
The ARDEM Solution
ARDEM created a managed receivables workflow covering aging review, statement and invoice delivery, customer communication, account notes, automated invoice generation and delivery, electronic payment support, and reporting.
Following a one-month transition, monthly average tasks increased from 225 to 666 while average daily analyst capacity remained at one.
Download the Full
Managed Receivables
Case Study
Managed Receivables
Case Study
For CFOs, Controllers, VP Finance leaders, AR leaders, collections leaders, and order-to-cash teams managing recurring B2B invoice and receivables activity.
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Why ARDEM
Used aging summaries to create a consistent starting point for follow-up.
Standardized statements and past-due invoice distribution.
Managed AR emails and customer follow-up as a recurring operating lane.
Preserved invoice status, responses, and next actions in documented notes.
Used automated invoice delivery and electronic payment processing inside the workflow.
Surfaced invoice and payment status, errors, and unresolved customer issues.Managed Workflow Diagram
The Results
Following a one-month transition, monthly average AR tasks increased from 225 to 666 while average daily analyst capacity remained at one. Average accuracy improved from 99% to 99.9%, and 99% of work remained within a 24-hour turnaround. The managed workflow also strengthened aging review, invoice delivery, customer follow-up, account documentation, electronic payments, and invoice and payment visibility.
The Throughput Gap Was Only the Visible Problem
The Larger Risk Was Scaling Receivables Activity Without Losing Accuracy, Follow-Up Discipline, or Cash Visibility
The client did not only need more AR tasks completed. It needed invoice delivery, aging review, customer communication, account notes, payments, and reporting to move together.
Manual invoice handling and email-dependent follow-up created rework, missed delivery risk, and uncertainty around open invoice and payment status.
Adding collectors or automation alone would not create a controlled receivables cadence with documented account history, exception follow-through, and management visibility.
ARDEM created a managed AR operating model around aging review, statement and invoice delivery, customer communication, account notes, automated invoice generation, electronic payment support, and reporting. The model increased capacity while preserving 24-hour service discipline.
1
Aging and Queue Control
Organized recurring AR work by account status and follow-up need.
2
Statement and Invoice Delivery
Sent customer statements and past-due invoices through a repeatable process.
3
Customer Communication
Managed AR emails and receivables outreach.
4
Documentation and Account Notes
Recorded invoice status, customer activity, and follow-up context.
5
Automation and Payment Support
Supported automated invoice delivery and electronic payment processing.
6
Reporting and Exception Follow-Through
Surfaced invoice, payment, error, and customer-question status.
What You’ll See in the Full PDF
The full case study explains:
- How the AR queue was structured around aging and follow-up need
- How statement and past-due invoice delivery became repeatable
- How customer communication and account notes improved continuity
- How automated invoice delivery reduced manual handling
- How electronic payments supported payment visibility
- How monthly task volume increased from 225 to 666 with one average daily analyst
Need More AR Throughput Without Losing Control?
Download the case study to see how a managed receivables workflow can combine automation, customer follow-up, account documentation, payment support, and reporting at higher volume.