RevOps & Systems
Closing Revenue Leakage in Quote‑to‑Cash
Fragmented CRM & billing flow causing leakage and manual reconciliation.
Cycle Time ↓
42%
Errors
≈0%
Context
Disconnected CRM + billing + fulfillment delayed revenue recognition and introduced audit risk.
Approach
- Value stream mapping with finance + sales + success
- Control point identification & failure mode analysis
- Define canonical customer/product data contracts
- Prioritize automation ROI (time, leakage, compliance)
Implementation
- Built event-driven provisioning pipeline
- Implemented invoice / usage reconciliation scripts
- Added anomaly detection & escalation workflow
- Centralized KPI dashboard (cycle, leakage, DSO)
Results
- 42% faster cycle improved cash position & forecasting
- Eliminated manual reconciliation hours weekly
- Lower audit exposure; finance close accelerated
- Unified operational telemetry for leadership
Lessons
- Map reality before automating
- Data contracts reduce rework and integration friction
- Instrumentation turns Ops from reactive to proactive