Map the Estimate-to-Cash Value Stream
Use value stream thinking to identify waiting time in the estimate-to-cash workflow.
The move: map the wait, not just the work. Value stream mapping separates two things that managers often mix together: activity time and elapsed time. A plumbing estimate can be written quickly and still produce a slow business result if it waits at every handoff. Customer demand Start where the customer enters: call, web lead, property manager request, warranty issue, or referral. Capture what information arrives and what is missing. Work and handoffs List estimate, approval, parts, scheduling, field work, closeout, invoice, and payment. For each handoff, ask who receives it and what they need to move. Waiting time Put…
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