Migrating the Source of Truth for a £60M Invoicing System to Unlock New Monetisation

Client: Online Marketplace
Industry: E-commerce & Technology
Services: Fixed-Price Project (System Architecture & Data Migration)

Executive Summary

An online marketplace's ability to roll out new monetisation methods was hampered by a billing system tightly coupled with its CRM. Skalable engineered direct API integrations, a centralised finance database, and modern tooling, enabling a critical dynamic-pricing model.

Key Results

Full Data Ownership & ControlMigrated the billing source of truth to a client-owned cloud database.
Simplified Technical InfrastructureReduced reliance on third-party plugins and maintenance.
Improved Billing Accuracy & EfficiencyFewer sync errors and less manual intervention.
Unlocked New Monetisation ModelsEnabled dynamic-pricing rollout for growth.

The Challenge

The goal was to decouple billing from the CRM to gain control and agility while ensuring zero disruption to finance operations.

Fragmented Source of TruthSplit data caused integrity problems and delays.
Specialised Skill-Set RequiredLegacy plugins increased onboarding time.
Critical Downstream DependencyDynamic-pricing team was fully blocked.

The Solution

1
Direct API Integration Development (2 Weeks)Zuora and Salesforce integrations for reliable sync.
2
Centralised Finance Database (2 Weeks)New internal source of truth with event playback.
3
Comprehensive Sync Mechanism (5 Weeks)Robust, data-resilient pub/sub syncing.
4
UI/UX Modernisation (6 Weeks)New finance UI for streamlined workflows.
5
Phased Legacy Decommissioning (2 Weeks)Disabled plugins and outdated CRM features safely.

The Outcome

The client gained full operational control, simplified the stack, and improved billing accuracy. Most critically, new monetisation flexibility enabled the dynamic-pricing initiative to launch successfully.