Trade Credit & Liquidity Management
Credit On The Go
War Stories: Staff-Centered Techniques to Optimize Credit & Collections Performance
0:00
-20:59

War Stories: Staff-Centered Techniques to Optimize Credit & Collections Performance

Practical Playbooks for Fixing Staff Misalignment Issues, Time Traps, Bottlenecks, and Bad Processes

If your credit team is running flat out yet DSO keeps creeping up, and cash flow is lagging, this conversation is for you.

In this episode of Credit on the Go’s “war stories” podcast series, veteran practitioners Bob Shultz and Dave Schmidt unpack what really happens inside credit and collections organizations after growth, acquisitions, system changes, and slow-motion mission creep undercut the original operating model. They walk through practical techniques—like whiteboarding every task in the department, categorizing work into true priorities versus “why are we even doing this?”, and running time studies and AR segmentation—to expose hidden bottlenecks, reclaim capacity, and restore earlier gains in DSO and cash flow.

You’ll hear candid examples of departments that lost a 15–20% DSO improvement after a merger, and how reorganizing work around people’s strengths, rebalancing workloads, and tightening the quote‑to‑cash process not only recovered the lost performance but improved morale by reducing stress, busywork, and turnover. Along the way, Bob and Dave make a strong case for listening to front-line staff, “managing by walking around” (or its virtual equivalent), and using people, process, and technology together—not once and done, but as an ongoing discipline—to build a resilient, high-performing trade credit function.

If you’ve enjoyed listening to this podcast, please consider sharing it with your colleagues.

Share


Editorial Opportunities:

Have insights to share? Get featured in TCLM. Contact us about contributing!

Advertising Opportunities:

Your audience is here: thousands of corporate trade credit, treasury, and finance professionals. TCLM is where quote-to-cash decision-makers engage with the latest trends and insights. Put your brand in front of the right people at the right time. Advertise with us!


Discussion about this episode

User's avatar

Ready for more?