Quote-to-Cash & Enterprise Integration

Business context

At Teladoc Health, commercial operations, Finance, and revenue recognition ran on separate business-critical platforms: Salesforce for CRM and quoting, Microsoft Dynamics GP for ERP, and RevPro (Zuora revenue recognition) for revenue accounting. The quote-to-cash lifecycle crossed all three, supporting an ecosystem used by more than 1,000 enterprise users.

Challenge

Earlier integration approaches had not satisfied business requirements. Revenue close depended on manual handoffs between systems, traceability was difficult, and Finance carried significant recurring effort each cycle. The business needed one governed lifecycle—not another point-to-point patch.

My role

As Head of Corporate Applications, I owned the architecture and led the delivery—working directly with Finance, Revenue Operations, Internal Audit, and engineering teams, and staying hands-on in the solution design.

Decisions and architecture

Simplified public architecture view. Proprietary implementation details are intentionally omitted.

Designed a shared integration and control layer with reusable API, data, and exception-management patterns instead of point-to-point links.
Aligned CRM, ERP, and revenue recognition around one lifecycle with clear ownership at each stage.
Built controls, evidence, and traceability into the architecture from the start—SOX-ready by design, not retrofitted.

Governance and leadership

The work ran alongside SOX-compliant IT General Controls covering change management, segregation of duties, access controls, and audit evidence. I partnered directly with Finance, Internal Audit, and external auditors—translating systems into control narratives and audit-ready proof.

Measurable outcomes

Revenue-close effort reduced by 20–40+ hours per cycle.
Manual handoffs decreased; traceability improved end to end.
Scalable architecture able to evolve with the business.
Stronger governance and auditability across the revenue lifecycle.

Lessons applied today

Governed integration architecture—clear ownership, reusable patterns, evidence by design—is the same discipline I now apply to enterprise AI governance and advisory work in quote-to-cash and enterprise applications engagements.

This summary omits confidential implementation details. Company and product names are used for factual context and do not imply endorsement.