How Proman USA Standardized Credit & Collections Across Multiple Acquisitions with My DSO Manager

Proman USA, part of one of the world's leading staffing and workforce solutions providers, expanded in the United States through a series of strategic acquisitions. Each acquired business brought its own credit policies, collection practices, reporting methods, ERP environment, and operational culture. By deploying My DSO Manager across its U.S. operations, Proman established a common Credit & Collections framework that improves visibility and governance while preserving local flexibility. Collectors now spend less time managing spreadsheets and more time working proactively with customers and internal stakeholders.

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The context: Rapid U.S. growth through multiple acquisitions

Founded in France in 1990, Proman has become one of the world's leading staffing and workforce solutions providers. Its expansion into the United States began in 2018 through strategic acquisitions, including Paramount Staffing, TalentForce, and later PeopleShare.

Each acquisition strengthened Proman's market presence while introducing a new operational reality: every organization had developed its own Credit Management processes, reporting standards, collection practices, ERP environment, and operational culture. Although each business was successful individually, managing multiple approaches to Accounts Receivable became increasingly difficult as the Group continued to grow.

For Melissa Valdez, Director of Credit Management at Proman USA, creating a unified Credit organization became a strategic priority. The objective was not to impose an inflexible model, but to establish consistent governance, visibility, and direction while preserving the local practices that already worked well.

"Everybody does credit and collections differently. We didn't want to reinvent the wheel, but we needed everyone moving in the same direction."

Melissa Valdez - Director of Credit Management, Proman USA

The challenge: Fragmented processes, reporting, and customer-risk visibility

Growth through acquisition creates opportunity, but it also introduces complexity. Every acquired company arrived with its own:

• Collection methodology
• Credit approval process
• Reporting standards
• Customer communication practices
• ERP environment
• Operational culture

As a result, gaining a consolidated view of receivables became increasingly difficult. Without standardized processes, management lacked consistent visibility into customer risk, collection activities, payment commitments, insurance coverage, collector performance, and executive reporting.

The Credit team also spent valuable time extracting data from ERP systems, maintaining spreadsheets, and manually preparing reports instead of focusing on customer engagement. Proman therefore needed more than another reporting tool: it needed a platform capable of becoming the operational backbone of the entire Credit function.

Why standardization became a strategic priority

For Proman, standardization was never about imposing identical processes across every business. The objective was to create a common operating framework that would provide consistent governance while respecting local operational differences.

The Credit department wanted to achieve several objectives simultaneously:

• Create a single source of truth for Accounts Receivable
• Automate repetitive collection activities
• Improve visibility into customer risk
• Strengthen collaboration with Sales, Payroll, Finance, and Operations
• Support future acquisitions without increasing complexity
• Provide executive management with reliable, real-time reporting

Equally important, automation needed to free collectors from administrative work without replacing the human relationships that remain essential in B2B collections.

"Automation helps move everything forward. But it also gives us the time to build relationships with customers and with our internal teams."

Melissa Valdez - Director of Credit Management, Proman USA

Why Proman selected My DSO Manager

Proman's journey with My DSO Manager did not begin through a conventional software selection process. It began through acquisition. When Proman acquired PeopleShare in 2023, one part of the business was already using My DSO Manager to support its collection activities.

Rather than replacing the solution, Proman's Credit leadership evaluated whether it could support the wider organization. The team identified an opportunity to establish a common Credit Management platform capable of supporting future acquisitions while integrating with existing ERP environments and financial processes.

One capability quickly stood out: visibility. Instead of relying on multiple spreadsheets, disconnected notes, and manual reports, the Credit team could access a consolidated view of:

• Customer accounts and balances
• Collection activities and priorities
• Payment promises
• Customer communication history
• Risk and insurance information
• Operational and executive reporting

"Leadership can see exactly what's going on, customer by customer, case by case. If someone is away, another collector can immediately pick up where they left off."

Melissa Valdez - Director of Credit Management, Proman USA

From individual success to an enterprise Credit standard

Rather than treating My DSO Manager as a solution for a single acquired business, Proman made it part of its wider transformation strategy. The platform became the operational layer connecting people, processes, and reporting across the Credit organization.

Its role includes:

• Standardizing collection workflows
• Prioritizing customer risk
• Centralizing collection history
• Improving management reporting
• Supporting collaboration across departments
• Preparing the organization for future acquisitions

This approach allows Proman to harmonize operations without forcing every acquired company to abandon effective local practices. Local expertise remains in place while governance becomes standardized.

Supporting growth without increasing operational complexity

Every acquisition introduces additional customers, invoices, collectors, ERP environments, and reporting requirements. Without automation, operational complexity can increase faster than headcount.

Proman wanted technology to absorb that complexity so its Credit professionals could remain focused on value-added work. Instead of spending hours preparing spreadsheets or manually organizing worklists, collectors receive prioritized activities based on business rules and customer risk.

Routine administrative work is reduced, allowing teams to concentrate on customer communication, internal collaboration, and problem resolution.

"Automation helps our collectors spend less time pulling spreadsheets and more time connecting with customers and other departments."

Melissa Valdez - Director of Credit Management, Proman USA

Integrating Allianz Trade credit insurance into daily operations

One of Proman's most distinctive requirements was the integration of Allianz Trade credit insurance. Approximately three quarters of Proman's Accounts Receivable portfolio is covered by trade credit insurance, making policy compliance and risk monitoring critical business processes.

Historically, monitoring insurance coverage required significant manual effort. Collectors needed to review policy documentation, monitor coverage limits individually, and ensure compliance with reporting obligations.

My DSO Manager transformed this process by integrating directly with Allianz Trade. Updated insurance information is synchronized into the platform every day, providing immediate visibility into:

• Customer credit scores
• Approved credit limits
• Coverage changes
• Insurance alerts
• Risk evolution

Instead of manually checking individual customer files, the team can identify changes immediately and take proactive action. When coverage changes, the Credit team can collaborate with Allianz Trade, Sales, and customers before the issue develops into financial exposure.

Results: A standardized, visible, and scalable Credit organization

My DSO Manager became the central workspace for Proman USA's Credit operations. Collectors now manage daily activities in a shared environment combining customer balances, payment promises, collection notes, communication history, priorities, dashboards, and performance indicators.

The resulting operational benefits include:

• Standardized Credit & Collections processes across multiple acquired businesses
• Automated collection workflows and payment follow-up
• Real-time Accounts Receivable visibility for operational teams and executives
• Integrated Allianz Trade credit insurance management
• Improved collaboration between Credit, Sales, Payroll, Finance, and Operations
• Stronger operational continuity when responsibilities change or team members are unavailable
• A scalable platform capable of supporting future acquisitions

Because information is shared across the team, another collector can immediately understand a customer situation without reconstructing previous conversations from emails or spreadsheets. This shared visibility reduces delays and improves consistency in customer interactions.

Designed around people, not just processes

Although automation was a major objective, Proman never viewed technology as a replacement for experienced collectors. Automation was implemented to strengthen the human side of Credit Management.

Removing repetitive administrative tasks gives collectors more time to understand disputes, collaborate with internal stakeholders, communicate proactively, and build stronger customer relationships.

"We're not trying to lose the human element. Automation gives us the time to build relationships-with customers and with our internal teams."

Melissa Valdez - Director of Credit Management, Proman USA

Implementation built around collaboration

The implementation extended beyond software configuration. It became a collaborative effort between Proman's operational users and My DSO Manager's product specialists.

Several Proman-specific requirements-including support for U.S. accounting calendars and enhancements to the Allianz Trade connector-were incorporated during deployment. Rather than forcing Proman to adapt to software limitations, the implementation team worked alongside users to ensure the platform reflected real operational requirements.

1. 1 Build a shared operating framework: standardize governance, workflows, customer-risk visibility, and reporting while preserving useful local practices.
2. 2 Adapt the platform to U.S. requirements: support local accounting calendars and strengthen the Allianz Trade connector through close collaboration between operational and product teams.

This collaborative approach accelerated adoption and produced enhancements that later benefited other My DSO Manager customers operating in North America.

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