{"id":28272,"date":"2026-03-03T14:46:17","date_gmt":"2026-03-03T14:46:17","guid":{"rendered":"https:\/\/www.refrens.com\/grow\/?p=28272"},"modified":"2026-06-04T13:27:22","modified_gmt":"2026-06-04T13:27:22","slug":"how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens","status":"publish","type":"post","link":"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/","title":{"rendered":"Streamlining Global Approvals, Accelerated Billing &#038; Improved Revenue Utilisation for IT Company: Refrens x C5i Case Study"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_62 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #161c26;color:#161c26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #161c26;color:#161c26\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#Summary\" title=\"Summary\">Summary<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#About_C5i\" title=\"About C5i\">About C5i<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#The_Challenge_Scaling_with_Governance_Financial_Visibility\" title=\"The Challenge: Scaling with Governance &amp; Financial Visibility\">The Challenge: Scaling with Governance &amp; Financial Visibility<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#1_Complex_Multi-Layered_Approval_Structures\" title=\"1. Complex, Multi-Layered Approval Structures\">1. Complex, Multi-Layered Approval Structures<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#2_Limited_Visibility_into_Contract_Utilisation\" title=\"2. Limited Visibility into Contract Utilisation\">2. Limited Visibility into Contract Utilisation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#3_Fragmented_MIS_Across_Multiple_Entities\" title=\"3. Fragmented MIS Across Multiple Entities\">3. Fragmented MIS Across Multiple Entities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#4_Multi-Currency_Customised_Global_Billing_Requirements\" title=\"4. Multi-Currency &amp; Customised Global Billing Requirements\">4. Multi-Currency &amp; Customised Global Billing Requirements<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#5_Limited_Multi-Business_AR_Visibility\" title=\"5. Limited Multi-Business AR Visibility\">5. Limited Multi-Business AR Visibility<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#The_Refrens_Solution\" title=\"The Refrens Solution\">The Refrens Solution<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#1_Structured_Workflow_Automation\" title=\"1. Structured Workflow Automation\">1. Structured Workflow Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#2_Centralised_Multi-Entity_Multi-Currency_Billing\" title=\"2. Centralised Multi-Entity &amp; Multi-Currency Billing\">2. Centralised Multi-Entity &amp; Multi-Currency Billing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#3_Revenue_Intelligence_MIS_Visibility\" title=\"3. Revenue Intelligence &amp; MIS Visibility\">3. Revenue Intelligence &amp; MIS Visibility<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#4_Multi-Business_AR_Visibility_Through_Metabase\" title=\"4. Multi-Business AR Visibility Through Metabase\">4. Multi-Business AR Visibility Through Metabase<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#Strategic_Impact\" title=\"Strategic Impact\">Strategic Impact<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/#What_changed_operationally\" title=\"What changed operationally\">What changed operationally<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 id=\"summary\"><span class=\"ez-toc-section\" id=\"Summary\"><\/span>Summary<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>As C5i expanded across geographies and entities, approval workflows, billing, and revenue tracking became harder to manage through email and manual MIS consolidation. The company needed a system that could support global billing, multi-level approvals, multi-currency invoices, and leadership-level revenue visibility.<\/p>\n\n\n\n<p>With Refrens Workflow and Billing modules, C5i replaced email-based approvals with structured approval workflows, centralised multi-entity billing, and improved revenue utilisation tracking. The result was a 60% reduction in approval delays, 70% faster invoice processing, and a consolidated MIS layer for AR visibility across businesses with drill-down access to business-wise, client-wise, and invoice-level ageing data.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 id=\"about-c5i\"><span class=\"ez-toc-section\" id=\"About_C5i\"><\/span>About C5i<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>C5i (Course 5 Intelligence) is a global analytics and AI solutions firm that partners with Fortune 500 enterprises to drive data-led transformation. With operations in North America, Europe, and Asia, C5i provides data engineering, advanced analytics, AI\/ML, decision intelligence, and insights automation.<\/p>\n\n\n\n<p>As the organisation scaled across geographies and entities, operational complexity grew &#8211; particularly across approvals, billing, and financial visibility. C5i needed a system that could support global scale while maintaining strong internal controls.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 id=\"the-challenge-scaling-with-governance-financial-visibility\"><span class=\"ez-toc-section\" id=\"The_Challenge_Scaling_with_Governance_Financial_Visibility\"><\/span>The Challenge: Scaling with Governance &amp; Financial Visibility<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>As C5i expanded globally, four structural challenges emerged:<\/p>\n\n\n\n<h3 id=\"1-complex-multi-layered-approval-structures\"><span class=\"ez-toc-section\" id=\"1_Complex_Multi-Layered_Approval_Structures\"><\/span>1. Complex, Multi-Layered Approval Structures<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Distributed teams relied entirely on email communication for hierarchical approvals \u2014 creating manual follow-ups, hierarchy bypassing, no central audit trail, and zero real-time tracking. At scale, even minor delays cascaded into billing cycle disruptions.<\/p>\n\n\n\n<h3 id=\"2-limited-visibility-into-contract-utilisation\"><span class=\"ez-toc-section\" id=\"2_Limited_Visibility_into_Contract_Utilisation\"><\/span>2. Limited Visibility into Contract Utilisation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>C5i manages high-value enterprise engagements structured around contracted client value. Without a centralised system, there was no way to instantly see total contract value, amount billed, amount pending, or revenue utilisation &#8211; creating blind spots in forecasting and billing optimisation.<\/p>\n\n\n\n<h3 id=\"3-fragmented-mis-across-multiple-entities\"><span class=\"ez-toc-section\" id=\"3_Fragmented_MIS_Across_Multiple_Entities\"><\/span>3. Fragmented MIS Across Multiple Entities<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Operating through multiple entities meant financial data existed in silos &#8211;  never consolidated into a single leadership view. There was no unified dashboard for billing performance, AR monitoring, or ageing insights. Manual consolidation slowed strategic decisions.<\/p>\n\n\n\n<h3 id=\"4-multi-currency-customised-global-billing-requirements\"><span class=\"ez-toc-section\" id=\"4_Multi-Currency_Customised_Global_Billing_Requirements\"><\/span>4. Multi-Currency &amp; Customised Global Billing Requirements<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Clients across regions required multi-currency invoicing, entity-specific branded templates, and customised documentation. Managing these variations manually created significant operational overhead and slower invoice turnaround.<\/p>\n\n\n\n<h3 id=\"5-limited-multi-business-ar-visibility\"><span class=\"ez-toc-section\" id=\"5_Limited_Multi-Business_AR_Visibility\"><\/span>5. Limited Multi-Business AR Visibility<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>C5i operates with multiple businesses under one company. While Refrens helped teams manage billing, approvals, invoices, and collections at the business level, the leadership team needed a wider reporting layer to view performance across all businesses together.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 id=\"the-refrens-solution\"><span class=\"ez-toc-section\" id=\"The_Refrens_Solution\"><\/span>The Refrens Solution<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>C5i implemented Refrens not merely as a <a href=\"https:\/\/www.refrens.com\/free-online-invoicing-software\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/free-online-invoicing-software\" rel=\" noopener\">billing tool<\/a>, but as a structured governance infrastructure &#8211; replacing fragmented, manual processes with a unified, automated, and fully auditable system across four core operational layers.<\/p>\n\n\n\n<h3 id=\"1-structured-workflow-automation\"><span class=\"ez-toc-section\" id=\"1_Structured_Workflow_Automation\"><\/span>1. Structured Workflow Automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Refrens replaced email-based approvals with a hierarchy-driven workflow engine. Every approval is now routed automatically based on reporting structure, tracked in real time, and logged with a complete audit trail &#8211; making accountability built-in rather than enforced after the fact.<\/p>\n\n\n\n<div class=\"wp-block-columns\">\n<div class=\"wp-block-column\" style=\"flex-basis:100%\">\n<pre class=\"wp-block-code has-ast-global-color-0-color has-ast-global-color-6-background-color has-text-color has-background has-medium-font-size\"><code><strong>Impact<\/strong>: 60% reduction in approval delays - approvals became predictable, visible, and traceable<\/code><\/pre>\n<\/div>\n<\/div>\n\n\n\n<h3 id=\"2-centralised-multi-entity-multi-currency-billing\"><span class=\"ez-toc-section\" id=\"2_Centralised_Multi-Entity_Multi-Currency_Billing\"><\/span>2. Centralised Multi-Entity &amp; Multi-Currency Billing<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>All entities and currencies are now managed from a single system. <a href=\"https:\/\/www.refrens.com\/free-invoice-templates\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/free-invoice-templates\" rel=\" noopener\">Custom-branded invoice templates<\/a>, entity-level document management, and automated <a href=\"https:\/\/www.refrens.com\/free-online-invoice-generator\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/free-online-invoice-generator\" rel=\" noopener\">invoice creation<\/a> cycles give every region the local flexibility it needs &#8211; within a globally standardised framework.<\/p>\n\n\n\n<p class=\"has-ast-global-color-0-color has-ast-global-color-6-background-color has-text-color has-background\"><code><strong>Impact<\/strong>: 70% faster invoice processing - standardised global billing, reduced manual coordination<\/code><\/p>\n\n\n\n<h3 id=\"3-revenue-intelligence-mis-visibility\"><span class=\"ez-toc-section\" id=\"3_Revenue_Intelligence_MIS_Visibility\"><\/span>3. Revenue Intelligence &amp; MIS Visibility<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The most transformative layer. Refrens provided contract value vs. billed value tracking, billing utilisation monitoring, centralised AR dashboards with ageing analysis, and a unified MIS across all entities &#8211;  turning revenue performance into a real-time leadership metric rather than a quarterly report.<\/p>\n\n\n\n<p class=\"has-ast-global-color-0-color has-ast-global-color-6-background-color has-text-color has-background\"><code><strong>Impact<\/strong>: Improved billing utilisation, faster revenue realisation, stronger AR control<\/code><\/p>\n\n\n\n<h3 id=\"4-multi-business-ar-visibility-through-metabase\"><span class=\"ez-toc-section\" id=\"4_Multi-Business_AR_Visibility_Through_Metabase\"><\/span>4. Multi-Business AR Visibility Through Metabase<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Refrens provided a custom Metabase dashboard that gave C5i both a consolidated company-wide view and filters to analyse individual businesses or selected business groups.<\/p>\n\n\n\n<p>Through this dashboard, C5i could track outstanding, overdue, DSO, ageing, collections, client risk, at-risk invoices, and invoice-level AR across all businesses.<\/p>\n\n\n\n<p>This enabled C5i\u2019s finance and leadership teams to view AR from different levels:<\/p>\n\n\n\n<ul><li><strong>Company-wide view:<\/strong> Overall receivables across all businesses<\/li><li><strong>Business-wise view:<\/strong> Outstanding and collections for each business<\/li><li><strong>Client-wise view:<\/strong> High-value clients, overdue clients, and risk scores<\/li><li><strong>Invoice-wise view:<\/strong> Granular ageing and collection status for every invoice<\/li><li><strong>Ageing-wise view:<\/strong> Receivables split across multiple ageing brackets<\/li><\/ul>\n\n\n\n<p class=\"has-ast-global-color-0-color has-ast-global-color-6-background-color has-text-color has-background\"><code><strong>Impact<\/strong>: Moved to a flexible MIS layer where teams could view the full AR picture, drill down into business-wise, client-wise, and invoice-level performance.<\/code><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 id=\"strategic-impact\"><span class=\"ez-toc-section\" id=\"Strategic_Impact\"><\/span>Strategic Impact<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The organisation now operates with structured approval systems, faster execution cycles, real-time revenue intelligence, and cross-entity financial transparency &#8211; all with strong internal control and without operational friction.<\/p>\n\n\n\n<p>By embedding workflow automation and financial visibility into daily operations, C5i has built a finance function that is faster, more transparent, and more resilient &#8211; fit for continued global scale.<\/p>\n\n\n\n<h3 id=\"what-changed-operationally\"><span class=\"ez-toc-section\" id=\"What_changed_operationally\"><\/span>What changed operationally<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul><li><strong>Approvals<\/strong>: From email chains to automated, hierarchical routing with full audit trails<\/li><li><strong>Invoicing<\/strong>: From ad-hoc, multi-system billing to a centralised, multi-currency, branded workflow<\/li><li><strong>Revenue visibility<\/strong>: From lagging reports to real-time contract utilisation dashboards<\/li><li><strong>AR management<\/strong>: From reactive collection to proactive ageing monitoring with leadership-level clarity<\/li><li><strong>Reporting<\/strong>: From manual cross-entity consolidation to a single, unified MIS<\/li><li><strong>Flexible<\/strong> <strong>MIS visibility<\/strong>: From single-business reporting to consolidated and drill-down AR dashboards<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/www.refrens.com\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" src=\"https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/Copy-of-Partner-Newsletter-1200-x-628-px-3-1024x268.webp\" alt=\"How C5i Streamlined Global Approvals, Accelerated Billing &amp; Improved Revenue Utilisation with Refrens\" class=\"wp-image-28278\" width=\"687\" height=\"180\" srcset=\"https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/Copy-of-Partner-Newsletter-1200-x-628-px-3-1024x268.webp 1024w, https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/Copy-of-Partner-Newsletter-1200-x-628-px-3-300x79.webp 300w, https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/Copy-of-Partner-Newsletter-1200-x-628-px-3-150x39.webp 150w, https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/Copy-of-Partner-Newsletter-1200-x-628-px-3-768x201.webp 768w, https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/Copy-of-Partner-Newsletter-1200-x-628-px-3-200x52.webp 200w, https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/Copy-of-Partner-Newsletter-1200-x-628-px-3.webp 1200w\" sizes=\"(max-width: 687px) 100vw, 687px\" \/><\/a><\/figure><\/div>\n\n\n\n<p><strong>Recommended Reads:<\/strong><em><br>1. <a href=\"https:\/\/www.refrens.com\/grow\/refrens-x-suprak-technologies\/\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/grow\/refrens-x-suprak-technologies\/\" target=\"_blank\" rel=\" noopener\">How Suprak Technologies Managed Custom Quotation Approvals with Refrens<\/a><\/em><br><em>2. <a href=\"https:\/\/www.refrens.com\/grow\/streamlining-vendor-onboarding-and-invoice-approval\/\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/grow\/streamlining-vendor-onboarding-and-invoice-approval\/\" target=\"_blank\" rel=\" noopener\">Streamlining Vendor Onboarding &amp; Invoice Approvals: SportsKeeda Case Study<\/a><br>3. <a href=\"https:\/\/www.refrens.com\/grow\/how-upgrad-uses-refrens-for-expense-management\/\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/grow\/how-upgrad-uses-refrens-for-expense-management\/\" target=\"_blank\" rel=\" noopener\">Refrens for Vendor &amp; Enterprise Expense Management \u2013 UpGrad Case Study<\/a><\/em><br><em>4. <a href=\"https:\/\/www.refrens.com\/grow\/doit-x-refrens\/\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/grow\/doit-x-refrens\/\" rel=\" noopener\">How DOIT Industries Leveraged Refrens to Centralise Quotation Approval Across Branches<br><\/a>5.<\/em> <a href=\"https:\/\/www.refrens.com\/grow\/vendor-approval-process\/\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/grow\/vendor-approval-process\/\" target=\"_blank\" rel=\" noopener\"><em>Vendor Approval Process: Prequalification, Vetting, Due Diligence &amp; Risk Checks<\/em><\/a><br><em>6. <a href=\"https:\/\/www.refrens.com\/grow\/vendor-onboarding\/\" data-type=\"URL\" data-id=\"https:\/\/www.refrens.com\/grow\/vendor-onboarding\/\" target=\"_blank\" rel=\" noopener\">Vendor Onboarding Process: Steps, Checklist &amp; Documents You Need<\/a><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Summary As C5i expanded across geographies and entities, approval workflows, billing, and revenue tracking became harder to manage through email and manual MIS consolidation. The company needed a system that could support global billing, multi-level approvals, multi-currency invoices, and leadership-level revenue visibility. With Refrens Workflow and Billing modules, C5i replaced email-based approvals with structured approval &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.refrens.com\/grow\/how-c5i-streamlined-global-approvals-accelerated-billing-improved-revenue-utilisation-with-refrens\/\"> <span class=\"screen-reader-text\">Streamlining Global Approvals, Accelerated Billing &#038; Improved Revenue Utilisation for IT Company: Refrens x C5i Case Study<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":15,"featured_media":28276,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"default","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","spay_email":""},"categories":[3],"tags":[],"jetpack_featured_media_url":"https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5.webp","uagb_featured_image_src":{"full":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5.webp",2560,1440,false],"thumbnail":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-150x84.webp",150,84,true],"medium":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-300x169.webp",300,169,true],"medium_large":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-768x432.webp",768,432,true],"large":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-1024x576.webp",1024,576,true],"1536x1536":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-1536x864.webp",1536,864,true],"2048x2048":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-2048x1152.webp",2048,1152,true],"refrens-yarpp-thumbnail-w200":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-200x112.webp",200,112,true],"newspack-article-block-landscape-large":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-1200x900.webp",1200,900,true],"newspack-article-block-portrait-large":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-900x1200.webp",900,1200,true],"newspack-article-block-square-large":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-1200x1200.webp",1200,1200,true],"newspack-article-block-landscape-medium":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-800x600.webp",800,600,true],"newspack-article-block-portrait-medium":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-600x800.webp",600,800,true],"newspack-article-block-square-medium":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-800x800.webp",800,800,true],"newspack-article-block-landscape-small":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-400x300.webp",400,300,true],"newspack-article-block-portrait-small":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-300x400.webp",300,400,true],"newspack-article-block-square-small":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-400x400.webp",400,400,true],"newspack-article-block-landscape-tiny":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-200x150.webp",200,150,true],"newspack-article-block-portrait-tiny":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-150x200.webp",150,200,true],"newspack-article-block-square-tiny":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-200x200.webp",200,200,true],"newspack-article-block-uncropped":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-1200x675.webp",1200,675,true],"yarpp-thumbnail":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-120x120.webp",120,120,true],"web-stories-poster-portrait":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-640x853.webp",640,853,true],"web-stories-publisher-logo":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-96x96.webp",96,96,true],"web-stories-thumbnail":["https:\/\/www.refrens.com\/grow\/wp-content\/uploads\/2026\/03\/linkedin-blog-5-150x84.webp",150,84,true]},"uagb_author_info":{"display_name":"Mitesh Kariya","author_link":"https:\/\/www.refrens.com\/grow\/author\/mitesh-kariya\/"},"uagb_comment_info":0,"uagb_excerpt":"Summary As C5i expanded across geographies and entities, approval workflows, billing, and revenue tracking became harder to manage through email and manual MIS consolidation. The company needed a system that could support global billing, multi-level approvals, multi-currency invoices, and leadership-level revenue visibility. With Refrens Workflow and Billing modules, C5i replaced email-based approvals with structured approval&hellip;","_links":{"self":[{"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/posts\/28272"}],"collection":[{"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/comments?post=28272"}],"version-history":[{"count":16,"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/posts\/28272\/revisions"}],"predecessor-version":[{"id":29149,"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/posts\/28272\/revisions\/29149"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/media\/28276"}],"wp:attachment":[{"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/media?parent=28272"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/categories?post=28272"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.refrens.com\/grow\/wp-json\/wp\/v2\/tags?post=28272"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}