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Order-to-cash consulting and customer lifecycle management services

Develop your customer lifecycle strategy, deliver end-to-end order-to-cash (O2C) process optimisation,
and maximise customer lifetime value, with order-to-cash consulting services that balance technical
implementation with comprehensive change management.

In a world increasingly driven by digital-first experiences and dynamic pricing models, the way companies manage their customer relationships has fundamentally changed. The focus is no longer on a single transaction but on maximising customer lifetime value. Navigating this landscape requires a holistic approach to the entire customer lifecycle, from initial engagement to long-term retention, and a streamlined lead-to-cash process.

Many companies, however, struggle with legacy systems, inconsistent processes, and siloed teams that result in incomplete, fragmented views of their customers. Operating without this clarity across marketing, sales, customer service, and finance can result in increased customer churn, higher operational costs, missed revenue opportunities, and frustrated employees. Companies that don’t address these challenges risk losing market share to more agile competitors who can move past one-size-fits-all services, customer experiences (CX), and pricing.

That’s where Clarasys comes in. In collaboration with your organisation, we can transform your order-to-cash processes, creating seamless, efficient, and profitable customer journeys. Our methodology is pragmatic and results-oriented, and balances technical implementation with operational change management to make sure your team is equipped for success. Instead of a "big bang" approach, we focus on delivering incremental value using an agile implementation process. This reduces risk, builds momentum, and demonstrates value early in the journey.

Our deep expertise in order-to-cash consulting and customer lifecycle management spans marketing, sales, billing, and service functions, allowing us to connect the dots for your entire customer journey. This comprehensive view, combined with our specialisation in complex areas like subscription billing and CRM transformation, can unlock unique competitive advantages for your organisation. 

The benefits of getting your order-to-cash process right

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Reduce your cost to serve

Lower your operational costs through automation and smarter segmentation, reducing errors, freeing up resources, and improving your bottom line.

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Enhance customer experience

Delivering personalised experiences based on a single, unified view of the customer reduces churn and fosters long-term loyalty and sustainable growth.

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Accelerate business growth

Robust, modern CRM systems and billing platforms increase business agility, allowing you to quickly adapt to market changes and boost revenue.

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Unlock new revenue streams

Quickly introduce new pricing models, products, and services to the market, and take advantage of previously hidden cross-sell and upsell opportunities.

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Ambitious growth targets can feel out of reach when legacy systems, fractured data and silos between marketing, sales, and finance are slowing you down. To overcome these challenges, we help you go beyond a simple lead-to-cash process map. We bring together expertise in process optimisation, technology integration, change management, and commercial strategy to transform your entire lead-to-cash journey.

By aligning stakeholders across departments and streamlining workflows across your CRM, billing, and other financial platforms, we remove the bottlenecks that hinder performance. The result is a finely-tuned and scalable operation that gives you a reliable path to revenue growth and the agility to capture new market opportunities faster.

The market is demanding flexible subscription and consumption-based models, but often legacy infrastructure and manual hand-offs between quote, contract, and invoicing hold you back. Leveraging our deep expertise in the world’s leading subscription billing platforms and our understanding of revenue recognition standards, we can partner with you to re-engineer your commercial functions to launch and scale a subscription business model. This holistic transformation aligns your technology, financial processes, and CX to create, capture, and deliver value over the long term, unlocking the recurring revenue streams essential for sustainable growth.

Every customer interaction is a chance to build loyalty or create frustration. Building genuine customer loyalty starts with engineering a seamless journey, from their perspective. This is accomplished by meticulously designing processes that balance intuitive self-service with timely, high-touch support where it matters most. By removing friction from their path and ensuring every touchpoint is personalised and consistent, you can exceed customer expectations and create advocates for your brand, driving higher satisfaction, improving retention, and increasing lifetime value. Combining CX design with our technical expertise in systems integration, our consultants can help you create a single, unified view of your customer and promote customer-centricity everywhere from your product design to your customer support contact centres.

Expanding into new territories introduces a maze of regulatory, tax, and compliance challenges that can halt growth in its tracks. Each new market brings unique legal requirements and customer expectations, from revenue recognition and data protection to local payment preferences. Our approach builds a resilient, global commercial framework that is designed to deal with this complexity. By embedding compliance into the core of your technology and processes from the start, we can help you handle multi-currency transactions, localised tax rules, and diverse data privacy laws. This provides the confidence and operational foundation to enter new markets quickly, minimise risk, and deliver a seamless, localised experience everywhere you operate.

Your teams are talented and driven, but are they spending too much time fighting fires, navigating clunky workarounds, and manually reconciling data? This operational drag not only drives up costs but also stifles innovation. Drawing on our vendor-agnostic expertise, we can help you design new workflows, then select and implement the right platforms to create a cohesive architecture that serves your people. This frees your teams to focus on high-value work, lowers your cost-to-serve, and equips your leaders with the clear, real-time data needed to outmanoeuvre the competition.

Our order-to-cash consulting services

Subscriptions management

Design, launch, and scale up your subscription offerings, taking a customer-centric approach to your operating model, technology stack, and pricing strategy.

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Billing and revenue management

With expertise in complex billing scenarios and partnerships with the world’s leading subscription billing platforms, we'll help you implement a solution that manages everything from consumption-based pricing to multi-currency operations and regulatory compliance across borders.

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Customer experience design

We'll deliver your end-to-end customer journey maps and design touchpoints that enhance customer satisfaction while supporting your business goals, making every interaction a valuable one.

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Customer lifecycle management strategy

Develop a comprehensive strategy that aligns your customer experience goals with business objectives and operational capabilities. We’ll conduct a review of your current state and design a future experience that is scalable and customer-centric. This creates a clear roadmap for transformation that focuses on measurable outcomes.

Evaluate and select technology solutions

Get an independent evaluation of billing, CRM, and integration platforms that is tailored to your specific requirements. Our vendor-agnostic approach means we recommend solutions based on how they match your criteria, ensuring you choose the optimal technology to support your business goals.

Order-to-cash process optimisation

Design streamlined workflows that balance automation with human intervention, ensuring you deliver a superior and differentiated experience for all your customer segments. Our order-to-cash process experts will map your processes and journeys end-to-end, identifying key touchpoints and opportunities to improve efficiency, as well as customer and employee satisfaction.

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Change management and training

Turn transformation programmes into successes by driving adoption of your new processes and technologies. Build lasting internal capability through comprehensive training programmes, stakeholder engagement, and ongoing support. This ensures your people are equipped and motivated to deliver improved customer experiences today, and in the future.

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System integration and data migration

Connect your siloed systems and consolidate your data to provide a single, unified customer view, to eliminate operational friction and provide the foundation for powerful business insights.

Compliance and risk management

Ensure implementations meet regulatory requirements for revenue recognition, data protection, and industry-specific compliance needs across every territory.

    What our clients say

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    Case Study

    360° customer visibility: CRM consolidation success

    Learn more
    Discover how we consolidated CRM systems to unlock 360° visibility, automate retention, improve data integrity, and empower collaborative, high‑performing teams.
    testimonial-one
    Case Study

    Implementing a scalable, agile billing system in nine months

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    Learn how we delivered a greenfield billing platform in nine months to support 140+ countries with multiple billing types.

    In a very short period of time, and really efficiently with a really low level of intrusion on the daily working of the team, Clarasys were able to deliver a project in exactly the form that they said it would be delivered.

    SASC

    Ben Rick

    Direct Marketing & CRM Manager
    testimonial-one
    Case Study

    Revitalising CRM Strategy for a leading events company

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    See how we established a clear, unified vision for CRM that improved consistency, adoption, and insight‑driven decisions across markets.

    One of the reasons we chose Clarasys was because this was a very complicated global project. We had to implement a CRM platform in Canada, the UK, Ireland, Germany, Austria, Italy and Switzerland. We knew that Clarasys would bring us the project management expertise, the business analysis expertise, and the change management expertise to make this project a very successful one.

    Quadient

    Jay Singer

    Senior VP CRM

    GROW & BUILD RESILIENCE WITH SUBSCRIPTION PRODUCTS

    Is your business making the move to a subscription model?

     Register your interest in our complimentary workshop to find out whether a recurring revenue model is right for your business, what it will take to make it  work, and how it could add the most value.

    What’s on our mind

    Cafe, tablet and business woman reading report, research statistics or customer experience feedback data. Restaurant store, commerce coffee shop and morning person review hospitality consumer insight, the impact of customer experience on S/4HANA concept stock photo.jpg

    Focusing on customer experience (CX) has never been more important for businesses. Enterprises are increasingly leveraging advanced ERP solutions like SAP S/4HANA to streamline operations and enhance...

    Meet the experts

    Ben Lover

    Ben has over 11 years of cross-industry consulting experience having joined Clarasys from Accenture in 2015. Ben has a broad range of project and CRM experience across the lifecycle including project/delivery management, business analysis and implementation. He is comfortable managing onshore and offshore teams through complex releases with strong stakeholder management skills and is able to translate functional and technical issues into a clear direction. Ben applies agile principles and innovation/expertise to projects. Ben spends lots of his time away from work participating in and watching an array of sports.

    Matt Brooks

    Matt is an experienced business consultant with expertise in the implementation and improvement of CRM and subscription billing technologies and processes. His specialisms include supporting clients in the adoption of subscription business models and supporting technologies, with a focus on improving their customer experience. Most recently, he has worked on the agile delivery of a subscription billing platform for a global education publishing and assessment company, who were looking to transition their legacy business model to a subscription-based offering.

    Tom Hart

    Tom joined Clarasys in November 2014 following two years at Detica. Tom is one of our most experienced CX and agile digital product specialists. Since joining Clarasys, Tom has delivered numerous CX discovery and digital transformation projects across a range of industries from healthcare to financial services. This enables Tom to advise on best-practice customer experiences and delivering in an agile and user-centric manner across the end-to-end lifecycle. Tom’s background in business architecture ensures design and definition of solutions that put the users and customers at the heart. This, coupled with broad technical expertise, ensures a solution can be defined that truly solves the client’s needs. In his spare time, Tom is an avid Formula One and cycling fan.

    Ben Lover

    Matt Brooks

    Tom Hart

    Find out how we can help your business thrive ]