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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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Stakeholders(9)

Project stakeholders by role, team, and authority level.

Final Approval

Executive Sponsor

Revenue Operations

Responsibilities

  • Program funding and budget authority
  • Escalation resolution
  • Steering committee chair
  • Go-live approval
Artifacts: 1 · Requirements: 1
Requirements Authority

Product Owner — Billing Operations Director

Billing Operations

Responsibilities

  • Requirements prioritization and approval
  • UAT sign-off
  • Scope change authority (minor)
  • Business acceptance criteria
Artifacts: 3 · Requirements: 5
Subject Matter Expert

Lead Business Analyst

Revenue Operations

Responsibilities

  • BRD authoring and maintenance
  • Process flow documentation
  • RTM maintenance
  • UAT coordination
  • Stakeholder interview facilitation
Artifacts: 3 · Requirements: 0
Subject Matter Expert

Solution Architect

API Development

Responsibilities

  • Technical architecture design authority
  • API specification ownership
  • Integration design
  • Performance SLA definition
Artifacts: 1 · Requirements: 4
Subject Matter Expert

IAM Lead

IAM Governance

Responsibilities

  • IAM role matrix design
  • Access control requirements
  • Segregation of duties enforcement
  • Security testing sign-off
Artifacts: 1 · Requirements: 5
Subject Matter Expert

Finance Lead

Accounting Operations

Responsibilities

  • GL mapping and accounting requirements
  • Financial control requirements
  • Audit trail requirements
  • UAT sign-off (joint with Product Owner)
Artifacts: 2 · Requirements: 5
Subject Matter Expert

Tax Lead

Tax Compliance

Responsibilities

  • Tax jurisdiction rule documentation
  • Tax engine integration requirements
  • Tax audit logging requirements
  • Tax exemption rule validation
Artifacts: 2 · Requirements: 5
Requirements Authority

Program Manager

TBD — Contract Resource

Responsibilities

  • Day-to-day program execution
  • Risk and issue management
  • Budget tracking and reporting
  • Stakeholder communication
  • RAID log maintenance
Artifacts: 3 · Requirements: 0
Informed

Customer Service Lead

Invoice Support

Responsibilities

  • Invoice presentation requirements
  • Customer dispute process input
  • UAT support for invoice scenarios
Artifacts: 1 · Requirements: 3