Case Study
QTC Diagnostic for future state Revenue Recognition
A publicly listed clean energy company headquartered in California, providing distributed power generation solutions to global enterprises.
The business situation
Our client faced significant challenges in managing lease accounting due to reliance on fragmented, manual Excel-based processes. These inefficiencies resulted in inaccuracies, inconsistencies in accounting policies, and a lack of standardized reporting. Key issues included:
- Lack of Uniformity: No unified accounting policies for lease management.
- Reporting Challenges: Absence of extensive reporting capabilities to support decision-making, limited visibility into leases, and highly manual approach for generating reports and entries for a growing lease population.
Our team’s role
Process Deep Dive
Conducted a deep dive into the end-to-end Quote-to-Cash process, mapping current workflows, manual dependencies, and stakeholder responsibilities to inform future-state design.
Data and System Diagnostics
Built detailed process and data flow maps, performed data integrity checks, and pinpointed critical system and process gaps impacting reporting and compliance.
Future-State Roadmap
Designed a phased roadmap for enhancements to existing systems, paving the way for a future Zuora Revenue implementation.
Platform Enablement
Proposed and are now supporting the transition of Excel-based revenue models into enterprise platforms (Oracle, Redshift, QuickSight) to drive automation, reduce risk and improve reporting efficiency.
Our team’s role
The value our team added
- Strategic Pivot Planning: When the Zuora Revenue implementation was deferred due to internal restructuring, we realigned the roadmap to maximize value from existing platforms, ensuring continued momentum without disruption.
- Foundation for Automation: Laid the groundwork for replacing Excel-based processes by identifying system gaps, mapping data flows, and recommending platform-driven solutions for scalable, audit-ready reporting.
- Future-Ready Design: Our work positioned Bloom to adopt Zuora Revenue or any future tool with minimal disruption, supported by clear documentation, improved data accuracy, and enhanced system readiness.
Modernize Revenue Operations
From Process Mapping to Scalable System Design and Implementation Support
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