1. You are here:
2. Handbook
3. Business Operations
4. Enterprise Applications Team

Maintained by:

On this page

• What can you reach out to us about?
• The team
  • Business Systems Analysts
    • What can we help you with?
      • 1. Retrospectives
      • 2. Application Evaluations
      • 3. Solving Business Problems/Architectural Troubleshooting
    • What are the BSAs working on?
      • Finance
      • Portal integrations and operations
      • IT Operations and People Operations
  • IT Compliance Manager
  • Finance Operations
    • What we are working on?
    • Types of Support
    • Finance Systems Covered
    • Coming Soon
    • What's the status of my request?
      • Change Process

What can you reach out to us about?

• Tech Stack
• Change Management
• Customer Portal

The team

Business Systems Analysts

What can we help you with?

1. Retrospectives

We can host your project retrospective. Open an issue.

2. Application Evaluations

We provide templates for vendor evaluations, can help write and review your user stories, and are happy to participate in tool evaluations that integrate with other applications or intersect with multiple departments.

Please involve us in all tool evaluations that integrate into the enterprise application ecosystem before beginning demos with vendors. Open an issue.

3. Solving Business Problems/Architectural Troubleshooting

We have high level views of the enterprise application ecosystem and can help troubleshoot where a business process has broken down or a system flow is not working as expected. Open an issue.

What are the BSAs working on?

Finance

Work Management Board

• Work with the Finance and Accounting teams to improve workflows, processes, and application ecosystem
• Project work to implement new modules to tools
• Work with stakeholders from other teams like Field Ops and Fulfillment team that integration with the financial ecosystem.
• Work closely with Finance Systems Administrator

Portal integrations and operations

Work Management Board

• Portal Analysis/Research, Documentation, and Architecture Recommendations
• Partner to Go to Market Operations (Marketing and Sales Ops), Sales Systems, Customer Success Operations, and Channel Operations.

IT Operations and People Operations

Work Management Board

• Partner to Employee Enablement and People Operations
• Business Technology Operations and Workflows

IT Compliance Manager

• Partner to Legal and Security teams to ensure business compliance
  • Offboarding
  • GDPR/CCPA
  • Business Preparedness Plans
  • SOX Compliance

Finance Operations

• Technical and Operational owner of the finance application ecosystem partnering with Finance and Accounting
• Maintains and optimizes the integrations of the ecosystem
• Partner to Sales Ops, Sales Systems, Growth Teams and other departments where the integrations intersect and the data passes from one system into another
• Slack Channel #financesystems_help

What we are working on?

Work Management Board

• Backlog and In progress issues related to all finance systems
  • Labels ~"BTG PS:: Backlog", ~"BTG PS::To Do", ~"BTG PS::In Progress", ~"BTG PS::Done"
  • Gitlab.com > Assignee= @awestbrook

Types of Support

1. Access Request or change in access: Queue. Submit issue.
2. Breaks, bugs and incidents related to a system. Submit issue.
3. Enhancement Request for a system. Submit issue.
4. Other and questions. Submit issue.

Finance Systems Covered

1. Zuora: Board with everything slated to be done.
2. Netsuite
3. Tipalti
4. Expensify
5. Stripe
6. TripActions
7. Avalara
8. CaptivateIQ
9. Workiva
10. FloQast

Coming Soon

1. AdaptiveInsights
2. RevPro

What's the status of my request?

• Every issue will have a tag of either
• ~"BTG PS:: Backlog" > Unless a due date is indicated or urgency specified, non-access related issues will go into the backlog and prioritized bi-weekly
• ~"BTG PS::To Do" > Team will look at the issue within a week of submitting
• ~"BTG PS::In Progress" > Team is currently actively workiing on scoping out and gathering requirements
• ~"BTG PS::Done"

Change Process

1. Issue submitted with request
2. Request is approved by technical owner and business owner (as necessary). (Approvals Queue)
3. Change pushed to sandbox/dev environment (as necessary)
4. Change validated
5. Change depoloyed to production environment