Operational handoffs
How do I stop money getting lost between handoffs?
Identify every point where a revenue-related item changes owner, system, or team and define what must be completed before the handoff is accepted. Track missing information, delayed approvals, unbilled work, and unresolved exceptions so financial value does not disappear between steps.
What to check
- Which handoffs affect billing or revenue?
- What information is required before transfer?
- Can unbilled or stalled items be seen quickly?