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Dear Sir or Madam,

Innovative companies are redefining Finance Transformation by adopting a newest approach to Order-to-Cash: they view Finance as a Profit Center.

How is your company engaging in Financial Transformation in 2024 and beyond? Does it rank among the Leaders, Transformers, Adopters, Dabblers, or does it still remain among the Onlookers?

Participate in the second edition of our study, conducted in partnership with PwC. In just 5 minutes, evaluate your company's Finance and Order-to-Cash maturity by answering a few questions.

Then receive the consolidated results of the study to discover key figures, trends, and best practices by industry sector internationally!

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* 1. Has your company implemented a Financial Transformation project?

Yes - it's currently being implemented or already implemented

Not yet, but we are considering developing a strategy

No - there are no plans to implement this initiative

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* 2. Is the Order-to-Cash cycle one of the elements of this Financial Transformation?

Yes - it's currently being implemented or already implemented

Not yet, but we are considering developing an O2C strategy

No - there are no plans to implement an O2C initiative

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* 3. Over the next 12 months, will investments in your company's Order-to-Cash cycle:

Decrease

Remain stable

Increase

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* 4. What do you want the most to improve through a Financial and Digital Transformation project? (Multiple choices are possible):

Customer experience

Cost reduction / Team productivity

Reporting quality

Compliance and security

Cash-flow, liquidity, working capital

Other (please specify)

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* 5. What is the expected magnitude of gains from this Financial Transformation?

Moderate and/or less than 10%

Substantial and/or between 10% and 20%

Transformative and/or greater than 20%

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* 6. What timeframe do you expect for this Return on Investment?

Short term: less than 12 months

Medium term: between 12 and 24 months

Long term: beyond 24 months

How does the technological and societal impact of generative AI affect your choices for Financial and Digital Transformation?:

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* 7. In terms of budget:

Additional investments

Budget reallocation

No investment

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* 8. In terms of prioritization:

It pushes us to anticipate or accelerate our Financial Transformation dynamics

It leads us to delay

It has no impact

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* 9. How do structurally higher interest rates impact your choices regarding Financial and Digital Transformation? (Multiple choices are possible):

It leads us to prioritize cash-flow acceleration

It pushes us to target very marked productivity gains

It leads us to improve reporting quality

It pushes us to review our customer credit policies

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* 10. Please specify the allocation of efforts (starting from the most important to the less) on the following dimensions in a Financial and Digital Transformation strategy ?

Human Resources/People

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* 11. What percentage of the total do you estimate the manual part of the O2C process to be (including Order Entry, Invoicing, Collections, Credit Risk Management, Payment Entry/Reconciliation, Reporting, etc.)?

100

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 12. What is your ambition in terms of automation over the next 18 months:

Moderate and/or less than 10%

Substantial and/or between 10% and 30%

Transformative and/or greater than 30%

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* 13. What are the new skills that you believe will become significantly important within finance teams in the next 18 months?

Analytical thinking and strategic vision

Data proficiency

Mastery of business application/software tools

Adaptability

Communication and collaboration

Leadership

Other (please specify)

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* 14. To acquire the above skills, in what proportion do you plan to:

	No	Possibly	Maybe	Probably	Certainly
Develop skills internally (upskilling)	Develop skills internally (upskilling) No	Develop skills internally (upskilling) Possibly	Develop skills internally (upskilling) Maybe	Develop skills internally (upskilling) Probably	Develop skills internally (upskilling) Certainly
Recruit	Recruit No	Recruit Possibly	Recruit Maybe	Recruit Probably	Recruit Certainly
Resort to outsourcing (consulting firms, freelancers)	Resort to outsourcing (consulting firms, freelancers) No	Resort to outsourcing (consulting firms, freelancers) Possibly	Resort to outsourcing (consulting firms, freelancers) Maybe	Resort to outsourcing (consulting firms, freelancers) Probably	Resort to outsourcing (consulting firms, freelancers) Certainly

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* 15. Does your O2C process currently involve a Shared Services Center?

Yes, for less than 30% of the affected workforce

Yes, for more than 30%

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* 16. Do you have plans to create or accelerate the centralization of the O2C process in the next 18 months?

Yes

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* 17. Among the following automation technologies/solutions, which ones are your Finance organization currently deploying? (Multiple choices are possible):

Reporting and Data Analysis

Rule-based Workflows

ERP (on-premise or Cloud-hosted)

Treasury Management System (TMS)

RPA (Robotic Process Automation)

CRM

Document Management System (DMS)

AI/GenAI (Artificial Intelligence/Machine Learning)

Other (please specify)

Question Title

* 18. Among the following automation technologies/solutions, which ones is your Financial organization planning to deploy in the next 18 months? (Multiple choices are possible):

Reporting and Data Analysis

Rule-based Workflows

ERP (on-premise or Cloud-hosted)

Treasury Management System (TMS)

RPA (Robotic Process Automation)

CRM

Document Management System (DMS)

AI/GenAI (Artificial Intelligence/Machine Learning)

Other (please specify)

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* 19. What importance do you give to key financial performance indicators in the Order-to-Cash domain:

	Not important	Of little importance	Moderately important	Important	Very important
DSO (Days Sales Outstanding)	DSO (Days Sales Outstanding) Not important	DSO (Days Sales Outstanding) Of little importance	DSO (Days Sales Outstanding) Moderately important	DSO (Days Sales Outstanding) Important	DSO (Days Sales Outstanding) Very important
Collections Team Productivity/CEI (Collections Effectiveness Index)	Collections Team Productivity/CEI (Collections Effectiveness Index) Not important	Collections Team Productivity/CEI (Collections Effectiveness Index) Of little importance	Collections Team Productivity/CEI (Collections Effectiveness Index) Moderately important	Collections Team Productivity/CEI (Collections Effectiveness Index) Important	Collections Team Productivity/CEI (Collections Effectiveness Index) Very important
Allowance for Doubtful Accounts	Allowance for Doubtful Accounts Not important	Allowance for Doubtful Accounts Of little importance	Allowance for Doubtful Accounts Moderately important	Allowance for Doubtful Accounts Important	Allowance for Doubtful Accounts Very important
Cash Application Rate	Cash Application Rate Not important	Cash Application Rate Of little importance	Cash Application Rate Moderately important	Cash Application Rate Important	Cash Application Rate Very important
Number of AP portals connected automatically (e-invoicing)	Number of AP portals connected automatically (e-invoicing) Not important	Number of AP portals connected automatically (e-invoicing) Of little importance	Number of AP portals connected automatically (e-invoicing) Moderately important	Number of AP portals connected automatically (e-invoicing) Important	Number of AP portals connected automatically (e-invoicing) Very important

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* 20. Which of the following best describes your organization's data analysis capabilities?

We do not analyze data

We analyze data only on an ad-hoc basis

We currently derive insights from data in dashboards

We use analyses for real-time or historical reporting only

We use advanced analyses for trend/predictive modeling

We use advanced analyses with AI/ML (Artificial Intelligence/Machine Learning)

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* 21. To obtain your score in the Financial and Order-to-Cash Transformation process and to receive the consolidated results of this study, please fill in the fields below:

First Name *

Last Name *

Company *

Position

Email Address *

Phone *

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* 22. In which sector do you work?

To get your score, click the "Submit" button below. After obtaining your score, our Finance and Digital Transformation experts at Sidetrade ad PwC are ready to help you identify and deploy optimization vectors in the Order-to-Cash domain quickly. In this context, you will also be able to measure your company's position compared to the average DSO, payment terms, and payment delays using Sidetrade's Data Lake.

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