OPERATIONS / DATA GOVERNANCE / 2024

From control redesign to real-time revenue visibility

I rebuilt the control logic behind disconnected sales, operating, and finance systems, then embedded it in a customer-level revenue monitor.

1 systemIntegrated operating financeControl, process, system, and acceptance in one loop.

Next-dayRevenue visibilityCustomer usage and revenue could be checked quickly.

AutomatedCustomer alertsMaterial movements triggered follow-up.

01 / THE CHALLENGE

What had to be made clear

The visible issue was systems integration; the root issue was missing control ownership, workflow discipline, and data responsibility.

02 / MY ROLE

Where I carried the decision

As Finance Director, I led finance as the central design team across sales, operations, engineering, and data, from interviews and control mapping to build acceptance.

03 / THE APPROACH

How the work moved from judgment to execution

01 Mapped control ownership across revenue, customer, usage, billing, and collections.

02 Interviewed frontline teams to design workflows people would actually use.

03 Converted business processes into system controls and acceptance criteria.

04 Coordinated build, testing, and launch with finance, sales, operations, and engineering.

05 Launched customer-level monitoring with next-day visibility and automated alerts.

04 / DELIVERABLES

What entered the operating system

↳ Business-finance control framework

↳ Process and system control map

↳ Revenue, pricing, usage, and billing reconciliation

↳ Customer-level revenue alert dashboard

BEYOND THE RESULT

See the method in the system at work

This case is one part of a wider finance-and-AI practice. Explore the prototypes that make the underlying logic tangible.

EXPLORE THE RELATED PROTOTYPE