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Move tech billing process


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Objectives:
Help you to design and implement a RevOps system to efficiently and effectively bill and recognise revenue accurately.
We’d look to do this in two phases:
Phase 1: Design (4 days)
Phase 2: Implement (TBA)
The first phase is detailed below.
Note: It’s impossible to know exactly how long the implementation phase will take without knowing the system requirements, etc. However, we will report back at the end of this phase and and confirm priorities with you before proceeding.
Phase 1: Design
Stage
Task
Detail
Required from you
Proposed allocation
Understand
3
Understand the current state of processes
Review the e2e process of billing & revenue recognition, including:
Customer onboarding
Invoice creation
Accounting (income recognition & reconciliation)
Financial controls
Time with relevant stakeholders (bookkeeper, sales team, CFO)
​
6 hrs
Understand the current state for tools & people
Review the tools and people across:
book-keeping process and transaction mapping
tools & integrations
roles & responsibilities of existing team members
Access to tools
6 hrs
Map out existing process
Detail step by step process (building on what has been provided for the proposal)
Seek validation from Move on this to ensure it’s correct
4 hrs
Define
3
Define requirements
Understand all use cases (billing features, etc)
Understand features required (must-haves vs nice-to-haves)
​
8 hrs
Identify gaps and recommended solutions
Identify gaps in the current processes and tools
Undertake high level review of tools available on the market to find the right fit (note: we’d likely need more time if demos are a requirement)
​
4 hrs
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Report
4
Report on recommendations
Write up findings with recommendations on how to improve the process
​
2 hrs
Iterate
Discuss on call with team
Review and iterate findings
​
2 hrs
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⁠

Phase 2: Implementation [TBA]
Stage
Task
Detail
Required from you
Proposed allocation
Decision
1
Support decision-makers
Support on decision
​
TBA
Implement & integrate
1
Lead on implementation
Implement new process/ tools
Integrate with existing processes/tools
​
TBA
Testing and training
2
Testing
Test the new process/ systems
​
TBA
Training
Ensure the team can take the new process forward
​
​
⁠


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NB:
We contract for a number of days booked rather than for fixed outputs. We think this model gives more flexibility and a better integration with your team. However it does mean that we’re not able to guarantee fixed outputs - just an agreement on priorities and where we’ll spend our time. Our team work for you on a secondment basis for the days contracted.

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