Process and IT systems optimization

Get more from what you already have.

We analyze your existing processes and systems to find redundant steps, duplicate entry, controls and tools that slow work down, then prioritize changes that reduce cycle time, effort and risk.

A partner replies within one business day · No software to sell

The real challenge

Heavy processes rarely show up in the budget. They show up in the hours.

A process can work correctly and still cost three times more than it should.

A common signal: an order passes through six people, three of whom check the same thing; a monthly report takes two days to assemble from four files; no one remembers why an approval still exists.

Scattered data
Information is scattered across tools, making it hard to find, compare and use at the right time.
Slow decisions
Without visibility into the right indicators, teams make decisions with incomplete information.
Overbuilt processes
Steps accumulate without adding value and slow teams down every day.
Hidden costs
Duplicates, delays and workarounds weigh on operations without ever appearing as a budget line.
Underused tools
You are paying for platforms whose capabilities are barely being used.
Our approach
Simplify first. Add technology second.
Automating a heavy process only locks the problem into code. We map how the work actually happens, remove what no longer serves a purpose, then decide what truly deserves a tool.

Identify

Map the real process with the people who do the work, not the written procedure.

Prioritize

Measure each step: time, waiting, rework and errors.

Redesign

Remove, combine or reassign low-value steps and clarify who decides.

Implement

Put the simplified process in place with the teams, using the tools you already have.

Measure

Compare before and after using the same measures, then decide what is still worth automating.

Use cases
Six processes we optimize most often.

Order to cash

Fewer handoffs per order and fewer disputed invoices.

Procure to pay

Approvals that have a purpose, an owner and a deadline.

Month-end close

Reduce a ten-day close to five by removing manual reconciliations.

Planning and inventory

One inventory number, not a different one for every department.

Customer request handling

One request, one owner and a visible response time.

Employee onboarding

Access, equipment and training ready on day one.

Measurable results
What we measure before and after.
Every optimization mandate starts with a baseline. Without a starting number, there is no measurable gain, only an impression.

End-to-end cycle time

From request to result, measured in days.

Number of steps

And the number of people who touch each file.

Rework rate

Files sent back, corrected or entered again.

Hours per transaction

What an order or invoice actually costs in staff time.

One source of truth

Finance and operations read the same number.

Ready to automate

A simple process can be automated. A heavy process only gets locked in.

Why PlanAxion

People who have seen the same process across twenty ERP environments.

We have optimized processes since 2015, often before or during an ERP implementation. We know what a simple order-to-cash process looks like and what makes it unnecessarily heavy.

IT expertise

We read the process in the system, not only on the whiteboard.

Pragmatic approach

We remove before we add. The best tool is often the one you do not need to buy.

People-first implementation

The people doing the work redesign the process with us, otherwise the change will not hold.

Next step
A process consuming too many hours?
Describe the process, who touches it and where it gets stuck. A partner will reply within one business day with an initial assessment.
Describe my process