Unified commercial, technical, and account teams
Financial Services Company helps customers accelarate value creation through credit ratings, insights, data, and decision solutions.
Enhanced operational efficiency by consolidating systems
Improved customer satisfaction by reducing the need for recalculation of invoices
Improved cash flow by reducing DSO to below 90 days
Bridged gap between sales and financial teams, fostering a more cohesive and efficient working environment
Executive Sponsor
SVP Product Management
Industry
Finance
Products
Services
Transformation & Implementation
Challenges
Customer wanted to unify disconnected teams and replace their outdated bifurcated tech stack
Manual processes were hindering quoting and billing
Frequent invoice adjustments caused customer confusion
DSO was in excess of 90 days
Results
Uptima implemented Revenue Cloud, CPQ, and Billing to meet Moody's requirements:
Integrated a unified system for commercial, technical, and account teams
Phased out previous tech stack
Automated quoting and billing processes