Engagement narrative — Avalara · 2015–2016

Stabilizing billing integrity across acquired platforms

Acquired back-end engines calculated usage charges differently. A phased, governed transformation converged them on one transparent calculation model without disrupting live billing.

CIO-sponsored governance Revenue integrity Acquired-platform integration
1unified calculation model across acquired platforms
~9 monthsto MVP in an exploratory R&D environment
6functions aligned: finance, product, engineering, operations, support, marketing
0tolerance for live billing disruption

The operating problem

What leadership was facing.

Avalara's SaaS expansion brought acquired platforms whose back-end engines calculated usage charges differently. As customer scale increased, the inconsistency created reconciliation overhead, pricing-communication friction, and audit-exposure risk. Billing accuracy directly affected revenue integrity and customer trust — and changes could not disrupt live customer billing.

Options on the table

The decision, framed honestly.

Considered

Continue incremental patching

Minimizes short-term disruption but preserves inconsistent calculation logic and compounds fragility.

Considered

Full system rewrite

Architectural cleanliness at the cost of high operational risk to revenue stability.

Chosen

Structured engine transformation under governance

Re-architect usage logic in controlled phases under CIO sponsorship, protecting billing continuity while standardizing methodology.

What I put in place

The structure behind the outcome.

  • Came rapidly up to speed on complex usage-billing logic across acquired systems
  • Extracted and reconciled requirements across finance, product, engineering, operations, support, and marketing
  • Structured phased delivery to protect billing continuity, with validation enforced before each release
  • Embedded the transformation inside portfolio governance rhythms and managed executive alignment across revenue-impacting systems
  • Delivered an MVP within roughly nine months

What changed

The operating difference.

Disparate billing methodologies converged on a unified, transparent calculation model. Dispute troubleshooting and reimbursement exposure declined, cross-functional pricing interpretation became consistent, audit posture improved, and the business gained a governable baseline for future pricing evolution.

Why it mattered

The executive read.

For a SaaS company scaling through acquisition, billing integrity is existential. The work protected revenue streams, lowered audit and compliance exposure, and turned fragmented billing logic into a governed, scalable revenue engine.