The everyday challenge
Proof-of-delivery files arrive through different channels. Finance has to locate evidence and match it to jobs before an invoice can be prepared.
A possible approach
Collect files from agreed sources, match them using reliable job references and route missing or ambiguous evidence for human review. Create an invoice-ready queue with links back to the source documents.
The intended business outcome
A clearer handover between delivery and finance, with missing evidence visible before it becomes a month-end chase.
What we would measure
Time from delivery to invoice readiness; unmatched documents; manual touches per completed job.
A baseline and success criteria would be agreed before implementation. No quantified improvement is assumed.
What this would depend on
Consistent job references, access to delivery evidence and a clear definition of what finance needs before billing.
Security permissions, licensing, source-data quality and operational ownership would be reviewed during scoping.