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The first step: have an understanding of your ‘as-is’ method:


I knew all too just right in my days of promoting e-invoicing, that if a prospect did not appreciate their ‘as-is’ approach, they were a great 12 to 24 months from enforcing e-invoicing. So don’t pass step one.


In case you do not know your process, you most most of the time don’t have any thought key metrics like your First Time in form rate. This implies you’re going to no longer appreciate the degree to which e-invoicing might aid you (and also you might have problems on your method which want different options, as good).



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