Define Quote to Cash team, processes, system architecture
Overview
Our Quote to Cash documentation is currently siloed in functional pages across Sales, Data, Fulfillment, Finance. In order to make our systems and processes less error prone, we should consolidate these pages into a single section of the handbook. The newly created "Quote-to-Cash" section should act as a SSOT (single source of truth) for all Quote to Cash systems and processes.
Next Steps
Page Setup
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Create placeholder page !118647 (merged) -
Add team members #14456 -
Add codeowners #14456 -
Add page headings !123101 (merged) -
Add internal handbook page for confidential initiatives
Define Project Management Process
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Roadmap and Prioritization Process -
Rollout Process
Consolidate Fulfillment Q2C pages
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Migrate data architecture docs https://gitlab.com/gitlab-org/customers-gitlab-com/-/tree/main/doc/architecture -
Migrate SOX pages https://gitlab.com/groups/gitlab-org/-/epics/7709#next-steps -
Migrate Fulfillment guide -
Look into Docs https://docs.gitlab.com/ee/subscriptions/index.html/
Consolidate Data Q2C pages
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Add Snowflake and dbt section to the Q2C Handbook page -
Add Enterprise Dimensional Model ERDs -
Add dbt data lineage diagrams -
Add data dictionaries -
Add links to the Data Catalog for Data Analysis Resources
Consolidate Sales Ops Q2C pages
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Consolidate Finance Systems Q2C pages
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Consolidate Enterprise Apps Q2C pages
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Consolidate Billing & Accounts Receivable Q2C pages
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Consolidate Support Q2C pages
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Edited by Jerome Z Ng