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Case Study
Manufacturing and Life Sciences
Improving Collections and Collectability with Clean, Clear Data
For over 30 years, a global leader in water safety has relied on Cadex to manage ~50,000 delinquent accounts annually, covering customer and field communications, training, special projects, and strategies to improve collectability.
A Fortune 500 company navigating ERP transitions, legacy systems, and high customer volumes struggled with pricing, invoicing, credit, and cash application due to poor data visibility. These issues overwhelmed internal AR teams and stalled automation efforts. Cadex stepped in as a strategic order-to-cash partner—supporting collections, customer service, data cleanup, and special projects—allowing the client to refocus on delivering health, safety, and sustainability through its core offerings.
Reliable Data Makes
Accounts More
Collectible
ABOUT THIS CLIENT
This US-based global leader in water treatment, purification, and hygiene solutions has 48,000+ employees and 1,100 scientists and engineers. Cadex partners with their credit, sales, and finance teams—primarily within the hospitality segment.
ENGAGEMENT SUMMARY
- Contract Start Date: 1993
- Volumes: $5M–$10M in placements per month
- Delivery Locations: USA, Canada
- Team Members: ~53
- Languages: English
SERVICES APPLIED
- First-party collections (1P):
- Late stage recoveries
- Cash application
- Credit management
- Third-party collections (3P)
- Consulting Training
- Other:
- Field coordination & outreach
- Customer self-pay support
- ERP transition and data quality support
The Challenges
The client needed to eliminate AR inefficiencies, clean up data, and improve field coordination to support better cash flow.
Late payments limited critical operations, and the client faced:
Outstanding invoices
ERP disruption
Data hygiene issues
Scalability
Asset loss risks
Field support burden
Visibility gaps
Shrink Your Aging AR
CONTINUE READING
The Solution
Cadex turned a 90-day pilot into a decades-long partnership driving liquidity, efficiency, and trust.
Initially brought in for a no-obligation pilot, Cadex quickly outperformed peers—earning the client’s trust and expanding its role. Cadex now handles weekly placements and a wide range of support activities:
Flexible Late-Stage Recoveries (1P & 3P)
Leveraging KPIs, scorecards, and consultative strategies, Cadex accelerates collections, tailors tactics by portfolio, and operates with minimal client lift.
ERP Transition Support
Cadex manages SAP updates, cash application, account sync, exceptions, and dispute resolution via trained lockbox users.
Customer Data Maintenance
Cadex resolves record mismatches and prevents posting errors through real-time data correction.
Scalable Staffing
With onsite and remote agents, Cadex scales during seasonal shifts and downturns, and even trains client staff.
Credit Reinstatement
Cadex aims to rehabilitate accounts, address billing setup issues, and minimize the need for repossessions.
Field Communication
Cadex supports field teams through dedicated help desks, record lookups, and account updates.
Self-Pay Support
Cadex helped smooth the rollout of email-based autopay tools, providing support through adoption.
Portfolio Insights
Ongoing feedback from Cadex identifies systemic issues—helping the client address problems before they escalate.
The Results
Cadex strengthened cash flow, improved data, cut costs, and secured more payments—while simplifying the client's day-to-day.
The client has consistently praised Cadex’s speed, flexibility, and proactive approach. Today, Cadex continues to deliver measurable value while scaling to meet evolving business needs.
