How Cegid transformed Credit Management with My DSO Manager

The context: Rapid growth transforming Accounts Receivable management

For many organisations, rapid growth is a sign of success. But as customers, acquisitions, subsidiaries and business models accumulate, Credit Management often struggles to evolve at the same pace.

The expansion of Cegid diversified the customer portfolio, strengthened the Group's international footprint and increased the complexity of managing Accounts Receivable.

At the same time, financing this growth placed greater emphasis on cash generation and customer credit risk control. The objective was no longer simply to automate reminders, but to build a Credit Management platform capable of supporting the organisation's long-term evolution.

"The Group had grown extremely quickly. We needed to manage our customer accounts much better to generate the cash required to support that growth."

Credit Management Team - Cegid

Before My DSO Manager: When an accounting tool is no longer enough

Before implementing My DSO Manager, Cegid already had a reminder process embedded within one of its accounting applications. While effective from an accounting perspective, it had never been designed to manage the operational reality of modern Credit Management.

• Reminder workflows stopped before the collection process was fully completed.
• Credit teams had limited visibility over the entire Accounts Receivable portfolio.
• Different customer populations required different collection strategies.
• International operations demanded both consolidated and local views.
• Adapting the solution became increasingly difficult.

Most importantly, the existing tool could not evolve at the same speed as the business itself. Rather than searching for another accounting solution, Cegid decided to invest in a dedicated Credit Management platform.

"It was a very good accounting product. It simply wasn't a Credit Management solution."

Credit Management Team - Cegid

Selecting a specialist platform for an international organisation

Cegid launched a structured evaluation of several Credit Management solutions. The objective was not simply to replace an existing tool, but to equip the organisation with a platform capable of supporting future growth and to:

• Manage multiple subsidiaries from a single platform.
• Provide both consolidated Group visibility and local operational views.
• Support international Credit Management practices.
• Remain intuitive for end users.
• Be sufficiently flexible to evolve alongside the organisation.

For Delphine Barret, Credit Manager at Cegid, the demonstrations quickly confirmed that My DSO Manager matched the operating model the team wanted to build.

"We wanted a solution that would give us both a consolidated view of the Group and a detailed view of each subsidiary."

Delphine Barret - Credit Manager, Cegid

Deployment: A fully operational platform in one month

From project launch to go-live, My DSO Manager was deployed in just one month, a timeline the project team initially considered almost impossible.

1. 1Strong internal commitment to align business needs, data and priorities quickly.
2. 2Close collaboration between both teams, with a pragmatic approach focused on business requirements.

Support continued well beyond go-live. The Customer Success team kept working alongside Cegid to review usage, identify optimisation opportunities and help the organisation benefit from additional functionalities.

"It wasn't just a deployment. The team kept coming back, showing us features we weren't using yet and helping us improve the way we worked."

Credit Management Team - Cegid

Complete autonomy without IT dependency

For the first time, the Credit Management team became completely autonomous in the way it managed and adapted its processes.

• Collection workflows.
• Reminder scenarios.
• Customer segmentation.
• Business-specific collection strategies.
• Operational parameters.

When priorities change, the team can adapt the platform immediately without waiting for technical developments.

"We're completely autonomous. We can change workflows ourselves, modify reminder scenarios and adapt the solution whenever we need. We're no longer dependent on IT, and that's one of our biggest benefits."

Credit Management Team - Cegid

Immediate adoption across the team

Within only a few weeks, users had fully adopted My DSO Manager thanks to its intuitive interface and task-driven organisation. Daily priorities became clearer, portfolios easier to manage and manual reporting significantly reduced.

Today, My DSO Manager is the first application collectors open every morning.

"At first, I wondered how I'd manage without my Excel ageing report. Today, my daily tasks guide my work and help me prioritise every account."

Collector - Cegid

One platform connecting Credit, Accounting and Management

Using My DSO Manager's unlimited user model, Cegid opened access to Accounting and other internal stakeholders, creating a shared source of truth for Accounts Receivable.

Accounting teams can identify payment promises entered by collectors and match incoming bank transfers without unnecessary internal exchanges. Managers benefit from real-time visibility, while operational teams work from the same customer information.

Executive visibility used daily by the CFO

Decision-makers now have immediate access to live indicators, allowing them to monitor overdue receivables whenever required.

"Our CFO starts every morning by checking My DSO Manager. It has become incredibly simple for executive management to access the information they need."

Armelle Derieux - Head of Credit Management - Cegid

Empowering customers through self-service

Using My DSO Manager's Customer Portal, distributors and partners can consult balances, download PDF invoices, export Excel statements, interact with the Credit team and make online payments.

During the first weekend after activation, customers began using the online payment functionality without additional assistance.

Results: Bringing hidden receivables back to the surface

Historical cases that had remained buried within large customer portfolios became immediately identifiable, allowing dedicated workflows to be created for situations that previously received little attention.

Cegid also achieved the ambitious collection objectives set at the beginning of the project while improving portfolio quality and giving teams greater confidence in their daily operations.

"Before, we were only managing the visible part of the iceberg. My DSO Manager brought the hidden receivables back to the surface."

Armelle Derieux - Head of Credit Management - Cegid

Why Cegid chose My DSO Manager

• Deployment completed in just one month.
• Complete autonomy for Credit Management teams.
• Flexible workflows without IT dependency.
• Rapid user adoption thanks to an intuitive interface.
• Shared visibility across Credit, Accounting and Management.
• Executive-level reporting used daily by the CFO.
• Customer self-service reducing administrative workload.
• Continuous Customer Success support beyond go-live.
• A platform flexible enough to support future organisational changes.

Looking ahead: A platform ready for what comes next

Cegid is preparing for electronic invoicing, continued international development and the onboarding of additional subsidiaries.

"What reassures us is the flexibility of My DSO Manager. Whatever comes next, we'll be able to adapt."

Credit Management Team - Cegid