Strategic Edge Through Professional Consulting

In the beginning was … the strategy. We support you in working out and implementing a modern credit, dunning and collection management as well as supplier rating strategy in SAP.

Get Started With Some Fundamental Aspects:

  • Objectives: corporate and strategic objectives for credit, dunning and collection management as well as for supplier rating
  • Scope: centralized or decentralized credit, dunning and collection management and supplier rating (impact on corporate processes)
  • Risk policy: risk retention or risk transfer (trade credit insurance, etc.)
  • Areas involved: Finance, Sales, etc.
  • Responsibilities: definition of credit limits, release of blocked orders, escalation procedures, reporting, etc.

... Next, We Help You Define Specific Strategies and Processes in the Following Areas:

Credit Management


  • Master data maintenance (customer master data, etc.)
  • Credit checking: assess your customers’ creditworthiness, define credit limits, select external information, recommend payment terms, etc.
  • Securities: select type of security (letter of credit, trade credit insurance, etc.)
  • Credit monitoring: warning, blocking and releasing customers and orders, etc.


Dunning and Collection Management


  • Dunning strategies: hard and soft dunning procedures, etc.
  • Internal and external dunning procedures: in-house dunning procedures, collection agency, law firm, etc.
  • Organization of legal dunning proceedings
  • Bankruptcies
  • Monitoring of judgments


Dispute Management


  • Organization and management in SAP: create and process dispute cases, etc.


Value Adjustment Management


  • Definition of valuation criteria: take into account securities, etc.
  • Organization and management in SAP

We assist you in defining and optimizing all the processes that are relevant for your company, documenting their organization and procedure in policies such as:

  • Credit policy
  • Credit check policy
  • Dunning and collection policy
  • Value adjustment policy