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Professional Services
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Murgitroyd
Professional Services
PE-Backed
Transforming the quote-to-invoice process to improve revenue recognition and realisation
A focused 10-week engagement that redesigned Murgitroyd’s most critical commercial process — capturing £800K to £1.6M in additional annual revenue from day one.
OVERVIEW
Following a series of acquisitions, Murgitroyd faced challenges with financial discipline, outdated systems and a lack of standardised processes. The quote-to-invoice process was identified as the priority area for transformation to unlock better revenue recognition and realisation. Palladium led a focused 10-week project to audit, redesign and implement quick-win solutions for this critical business process.
THE CHALLENGE
Murgitroyd’s acquisitive growth had left its commercial processes fragmented and inconsistent. The quote-to-invoice journey lacked standardisation across the firm, templates varied by team and region, and the business had no clear view of where revenue was being lost. Without process mining capability or standardised data, identifying and quantifying the opportunities required significant diagnostic work.
OUR APPROACH
Palladium aligned with key stakeholders to define success measures and KPIs, then developed detailed as-is and future-state process maps covering every step, screen, template and call to action in the quote-to-invoice journey. Process mining techniques were used to identify improvement opportunities, and 38 new technology and automation solutions were developed. Two solutions were implemented during the project itself, transforming job charging and enabling the immediate capture of additional revenue. A web-based quoting-guidance tool was created to deliver consistent recommendations and lay the foundation for deeper financial analysis.
OUTCOMES
As-is and future-state process maps developed
Developed detailed as-is and future-state process maps for the full quote-to-invoice journey.
Improvement opportunities quantified with process mining
Used process mining to identify and quantify improvement opportunities.
Technology and automation solutions designed
Developed 38 technology and automation solutions to improve the process.
Additional £800,000 - £1.6M annual revenue enabled
Enabled capture of £800,000 to £1.6M in additional annual revenue or profit.
£58,000 captured in first month
Captured £58,000 in the first month after launch.
Job charging transformed with rapid implementation
Implemented two solutions during the project that transformed job charging.
GET IN TOUCH
If your business is experiencing challenges similar to those featured in our case studies, or if you’re seeking expert guidance on complex transactions and value creation, we’re here to help. Get in touch with us today to discuss your unique situation and discover how Palladium Digital can support your goals.
£800K-£1.6M
Additional annual revenue or profit enabled
additional annual revenue or profit enabled
£58K
Captured in month one post-launch
immediate commercial impact from implemented solutions
38
Technology and automation solutions developed
targeting the full quote-to-invoice process
10 wks
Time from audit to implementation
focused, fast-turnaround engagement
PROJECT DETAILS
SECTOR
Professional Services / Legal
CLIENT
Murgitroyd
BACKER
Not disclosed
SERVICES
Design & Delivery
CAPABILITIES DEPLOYED
Product and Technology Strategy & Execution
AI and Data Transformation
Commercial Strategy
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