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LiveFinancial Services · Enterprise Modernization

Billing Transformation Program

Modernization initiative replacing manual, file-based billing with an automated API-driven billing architecture — improving accuracy, reducing cycle time, and strengthening financial controls.

Budget$1.5M
Duration18 Months
MethodologyHybrid Agile + Waterfall
ComplexityMedium
billingapi-migrationfinancial-servicessalesforceoracleiamautomationenterprise
Project Documentation
RequirementsHub Analysis
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Artifacts(6)

Project documentation grouped by category. Each artifact is browseable in-app and downloadable as a .docx file.

Governance

Governancev1.1

RACI Matrix

Defines roles and responsibilities across all program activities — 50+ activities mapped across 9 stakeholder roles.

Pages: 8Date: April 2, 2024
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Governancev1.4

Risk Register

15 risks across Technical, Program, Compliance, and Change Management categories with mitigation strategies and contingency plans.

Pages: 9Date: April 10, 2024
View ArtifactDownload .docx

Requirements

Requirementsv2.1

Business Requirements Document

36 business and non-functional requirements across 9 functional domains — data extraction, billing calculation, tax, validation, invoice generation, GL integration, security, and reporting.

Pages: 14Requirements: 36Date: May 8, 2024
View ArtifactDownload .docx
Requirementsv1.2

Business Rules Catalog

25 IF-THEN business rules across Pricing, Contract Threshold, Tax, Credits, Validation, and Security categories. 3 rules in OPEN status requiring workshop resolution.

Pages: 11Date: May 22, 2024
View ArtifactDownload .docx

Testing