This illustrative contractor scenario looks at the gap between completing work and preparing its invoice. It is a workflow example for discussion during early access, not a report of a customer’s results.
Find the point where context gets lost.
Operations knows the agreed work and which evidence supports it. Finance needs those details before preparing an invoice. Start by identifying the questions that most often send the work back to the previous person.
Agree what a ready handover includes.
Choose a small, practical set of records for the selected workflow. Keep the quotation, customer order where relevant, and agreed supporting evidence associated with the same sale.
- A clear customer and job reference.
- The agreed scope and amount to invoice.
- The supporting documents your team needs to check.
- A named person to resolve missing information.
Follow one sale through the handover.
Have the receiving person review the records without a separate explanation first. Note which details are clear and which still require a conversation. The aim is a handover that preserves useful context, while leaving business judgement with the team.
Measure the gaps that remain.
Compare the time from a ready handover to invoice preparation, and count requests for missing records. Use comparable jobs and record unusual cases separately. Confirm the baseline and review period before drawing conclusions.
What we would measure.
These are proposed checks, not achieved results. Agree the sample, definitions, and review period with the business before starting.
Missing information
Count clarification requests per handover
Compare equivalent jobs in the pilot
Invoice preparation
Time from ready records to prepared invoice
Repeat using the agreed document checklist
Customer outcomes have not been measured for this example. Verified results can be added after an agreed pilot review and customer approval.
Start with one useful workflow.
See where your team fits