Stability, confidence and performance that drives outcomes

How Back-Office Problems Erode Transformation ROI

ERP implementations, mergers, carve-outs, and rapid growth rarely fail outright, but they almost always leave behind operational fractures. Processes don't align, master data degrades, and ownership gets blurry. The result isn't just inefficiency. It's systematic failures across people, processes, and data that cause margin erosion, cash flow drag, audit & compliance risk, and leadership distraction. Left untouched, these issues can shave 0.5 - 2.0 percentage points off EBITDA.

Our Areas of Expertise

Revenue Velocity & Cash Recovery

Warning Signs

⚠️ Rising DSO month-over-month

⚠️ Growing A/R reconciliation items

⚠️ Spiking billing disputes & credit memos

⚠️ Order holds or delivery delays

Financial Impact

Revenue leakage and delayed cash collection

Higher borrowing costs

Dispute-driven write-offs

Spend Control & Supplier Stabilization

Warning Signs

⚠️ Manual PO entries or "after the fact" POs

⚠️ Supplier escalations or duplicate payments

⚠️ Inability to produce timely spend or reports

⚠️ Invoice exceptions, credit holds, delayed approvals

Financial Impact

Missed early pay discounts

Higher rework and error correction labor costs

Working capital drain from unmanaged credits and DPO volatility

Financial Integrity & Speed to Close

Warning Signs

⚠️ Month-end consistently > 10 days

⚠️ Frequent post-close adjustments or restatements

⚠️ Multiple versions of financial statements

⚠️ Large volume of open account reconciliations

Financial Impact

Higher cost to close the books

Increased audit and remediation costs

Reduced decision speed

Our Approach Focuses on Three Dimensions

Experience led us to adopt a 'hands on' methodical approach designed to expose underlying drivers, enabling you to have a more comprehensive understanding of the issues. These three dimensions help us not just patch the leak, but find the cracked pipe inside the wall.

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Dimension 2 - Process & Data

Workflows, integrations, master data, and automation gaps

Dimension 3 - Resource & Delivery

Capacity, skills, shared services maturity and external vendors

Dimension 1 - Operating Model & Governance

Who owns what, decision rights, and end-to-end accountability

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What Makes Waypoint Different?

We Don't Just Assess. We Stabilize

Our role is simple: Working beside your team, we diagnose the underlying drivers and execute the critical, unglamorous work that preserves cash flow and protects your bottom line so your team can focus on growth.

Waypoint Business Advisory’s team is intentionally designed to be lean, agile, and hands-on, fully embedded across multiple levels of an organization

30+

45

Years of Combined Experience

Clients Served

Founders With Experience