Client Success Stories

How We Deliver Results

Recovery Strategies In Action

See how EFE helps businesses solve real receivables and billing challenges with strategies tailored to their industry, internal workflow, and customer base. These examples highlight how structured support, better processes, and consistent follow up can improve recovery performance, reduce operational strain, and create stronger financial outcomes.

Logistic Provider

Transportation and Logistics • 150-200 employees

94%

Collection Rate

90%

Error Rate Reduction



Complexity

High volume enterprise accounts each with unique billing requirements



Customer Base

Enterprise Level Customers

The Case

EFE partnered with a transportation and logistics provider to improve billing accuracy, reduce disputes, and create a more consistent invoicing process across complex enterprise accounts. With non standardized procedures and manual reconciliation slowing performance, the client needed a more reliable system that could support growth without adding pressure to internal teams. By implementing structured workflows, quality controls, and clear visibility into billing timelines, EFE helped streamline operations, improve collection performance, and reduce costly errors.

The Challenge

Non-standardized billing procedures: Lack of consistency across accounts caused frequent delays and errors.

Manual reconciliation: Time-intensive processes increased costs and slowed financial reporting.

Frequent Disputes: Recurring billing errors led to invoice disputes and costly rebills.

Out-of-terms receivables: Inaccurate billing left A/R balances consistently out of terms, straining cash flow.

Our Solution

Implemented standardized billing workflows to reduce errors and delays.

Deployed a dedicated team to prepare invoices and ensure quality and on-time delivery.

Developed cadence calendar for each client’s requirements, ensuring consistent and timely invoicing.

Introduced quality checks and approval process to reduce billing errors.

Provided a dashboard to have clear visibility into timelines, accuracy, and cycle performance.

Results Achieved

Reduced invoice error rate by 90%

Shortened billing cycle time, accelerating revenue recognition

Reduced disputes and rebills

Freed internal finance team from admin work, enabling focus on strategy and A/R

Communications Provider

Internet Service Provider • 50-100 employees

52%

DSO Reduction

87%

Cost Savings



Complexity

No dedicated collections team



Customer Base

Residential, Commercial, Bulk, and MDU (multiple dwelling units)

The Case

EFE partnered with a communications provider to improve collections performance, reduce aging balances, and create a more consistent recovery process across a diverse customer base. With high customer cancellations, inconsistent communication, and no dedicated collections team, the client needed a more structured approach that could strengthen cash flow without hurting customer relationships. By centralizing collection activities, standardizing outreach, and improving documentation and reporting visibility, EFE helped reduce DSO, improve annual cash flow, and create a more reliable collections cadence.

The Challenge

High customer cancellations: Impacting retention and recurring revenue.

Inconsistent communication: No regular cadence with customers.

Growing aging balances: No structured recovery processes in place.

Lack of visibility: No insight into collections performance and reporting.

Our Solution

Centralized all collection activities under a dedicated EFE team.

Standardized collections with consistent outreach, scripts, and escalation paths.

Consistently worked overdue invoicing, ensuring customers had the right documentation.

Used a customer-focused approach to preserve relationships while accelerating recovery.

Results Achieved

Reduced DSO from 65 days to 31 days within 6 months

Improved cash flow by $2.3M annually

Decreased customer cancellations by 35%

Established consistent collections cadence with full reporting visibility

Solar Energy Provider

Solar & Energy Installation • 50-100 employees

100%

Account Recovery Rate

3–7 wks

Resolution Timeframe



Complexity

Accounts varied in size and type, requiring tailored attention



Customer Base

Residential and commercial clients

The Case

EFE partnered with a solar and energy provider to recover overdue balances, improve follow up, and protect cash flow without pulling internal teams away from daily operations. With limited collection resources, manual outreach, and aging accounts creating added pressure, the client needed a more efficient process that could support ongoing growth and project demands. By introducing dedicated collection support, standardized workflows, and regular client visibility, EFE helped resolve balances quickly, recover full principal amounts, and reduce the administrative burden on internal staff.

The Challenge

Limited collection resources: Internal teams lacked the capacity to manage overdue accounts, putting cash flow at risk.

Manual follow-up required: Accounts needed consistent outreach to ensure timely resolution.

Risk to project funding: Uncollected receivables could impact ongoing solar installations and operations.

Aging accounts: Collection delays left balances outstanding longer than desired.

Our Solution

Dedicated Collection Agents: A specialized third-party team managed all outreach, account reviews, and follow-up with delinquent customers.

Standardized workflow: Established clear processes for contacting and negotiating with debtors.

Regular client updates: Provided visibility into progress and status of collections.

Focus on efficiency: Prioritized rapid recovery of balances while minimizing administrative effort for client staff.

Results Achieved

Successfully recovered 100% of assigned accounts in full

Outstanding balances were resolved within 3–7 weeks

Recovered full principal amounts, avoiding any financial losses

Freed internal staff, allowing them to focus on core operations

Telecommunications Provider

Cloud based Communications • 200-300 employees

50%

Reduction in 90+ Day AR

4x

Business Lines Unified



Complexity

Siloed workflows and significant AR aging



Customer Base

SMEs, residential, and commercial customers

The Case

EFE partnered with a telecommunications provider to reduce aging receivables, improve reporting visibility, and bring consistency to A/R operations across four business lines. With siloed workflows, system limitations, overdue invoicing, and frequent payment disputes slowing performance, the client needed a more unified structure that could support growth and improve cash flow. By standardizing processes, assigning dedicated A/R specialists, and building cross functional reporting, EFE helped cut 90+ day A/R aging by 50%, improve visibility across the portfolio, and create a more scalable receivables operation.

The Challenge

Lack of standardized procedures: Business lines operated differently with no unified structure for receivables management.

System limitations: Multiple platforms created reconciliation gaps, delaying reporting and visibility.

Overdue invoicing: Nearly 50% of the portfolio was out of terms, significantly impacting cash flow.

Frequent misapplications and disputes: Payment posting errors and unresolved disputes increased workload and customer frustration.

Our Solution

Standardized A/R operations across four business lines by creating clear, documented workflows.

Deployed dedicated A/R specialists to manage accurate payment reconciliations.

Built cross-functional A/R reporting that unified business lines and eliminated silos, providing leadership with clear visibility into aging and portfolio risk.

Results Achieved

Cut 90+ day AR aging by 50% within six months

Delivered clear leadership visibility with consistent, portfolio-wide reporting

Built scalable A/R processes to support growth and eliminate backlog

Improved customer satisfaction by cutting dispute resolution times