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Business Systems

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Business Systems Analyst

Current High Level Projects:

Business Systems Specialist

Incoming Customer Inquiry Matrix: Licensing, Billing, Transactions

Common Request Responsible Group Reference Systems Workflow Link Comments
User reports an inability to upgrade from one paid plan to another SMB SFDC Customers portal - -
User is on a trial and wants to purchase a paid plan SMB SFDC Customers portal - -
User wants to trial a plan other than Gold on GitLab.com .com Support Internal Issue Workflow -
User wants to extend GitLab.com trial .com Support Internal Issue Workflow -
User receives an error during the purchasing process within the customers portal engineering - - -
User wants to downgrade subscription AR SFDC Customers portal - -
User wants the red renewal approaching banner message in their Self-Managed system removed bizops - - -
User doesn't know the steps to purchase a GitLab.com subscription bizops or .com Support - - -
User doesn't see their group during purchase process bizops or .com Support - - -

License Requests

Common Request Responsible Group Systems Used Workflow Link Comments
User doesn't understand how true-up works SMB - - -
Instructions for activating the license key bizops - - -
User wants to know when they will receive the license key bizops - - -
User doesn't renew paid Self-Managed plan, what happens to the license and features SMB - - -
A customer reports problems when registering their license key bizops - - -

Billing Requests

Common Request Responsible Group Systems Used Workflow Link Comments
Copy of invoice AR - - -
Changes to invoice (address, company name, VAT #, etc) AR - - -
Refund requests AR - - -
Requests to make a payment/payment failed AR - - -