Cross-functional ownership
Mapped roles, approval points, rejection loops and dependencies across RevOps, PMO, business units, finance, HR, sales and IT.
Client work · Semiconductor · Approx. USD 400M revenue
Building the intelligent operating layer across demand, people, delivery and finance.
For a global semiconductor company, AVIS is helping establish how commercial demand becomes approved work, how work becomes resource need, and how projects, people, allocations, delivery readiness and financial transactions operate coherently across Salesforce, Darwinbox, RMS and NetSuite.
The client is intentionally anonymised. This page describes architecture, product and integration work; it does not represent every capability as deployed or production-verified.
The prerequisite · Demand Management
Resource decisions are only as good as the demand they are answering.
Before the enterprise can allocate people intelligently, it must establish what work is being requested, why it exists, which opportunity or project it belongs to, what skills and capacity it needs, when it is required, and who has authority to prioritise it. The Demand Management System creates that governed starting point.
01Commercial intent
Customer opportunity, scope, timing and commercial context begin in Salesforce.
02Governed demand
DMS turns intent into an identifiable, prioritised and versioned demand for capability.
03Resource operation
RMS connects approved demand to projects, capacity, allocation, readiness and delivery evidence.
04Financial consequence
NetSuite retains financial ownership while operational evidence supports billing and reconciliation.
The operating layer
More than order-to-cash: one operating chain across enterprise systems and decision owners.
The architecture extends from demand-to-capability and opportunity-to-project through employee-to-allocation, allocation-to-delivery, delivery-to-billing-readiness and financial reconciliation.
CRMSalesforce
Customer, opportunity and commercial context.
PEOPLEDarwinbox
Employee master, organisation and approved workforce evidence.
OPERATIONSDMS + RMS
Demand, projects, capacity, allocation, readiness, approval, exceptions and audit.
ERPNetSuite
Financial transactions, accounting integrity and books.
What AVIS contributedOperating model Product architecture Integration Experience Assurance AI transformation
Business architecture, product judgement and integration as one accountable spine.
RMS as the control layer
Established the boundary between operational readiness in RMS and financial posting in NetSuite.
Contracts and identities
Defined system-of-record responsibilities, cross-system identifiers, synchronisation and monitoring patterns.
Role fitness
Reviewed more than 70 RMS screens for terminology, navigation, workflow readiness, empty states and role fitness.
End-to-end validation
Framed testing around the complete business journey, commercial results, controls, exception recovery and reconciliation.
Intelligence in the right sequence
Designed Sentinel and advanced assistance over the transaction foundation, with broader production implementation retained as later-phase work.
The product scopePROJECTS RESOURCES COMMERCIAL RATES ORDER REVENUE
A revenue operation designed from opportunity to invoice.
AVIS brought the business journey, product model, screens, rules and integration boundaries together across the following connected capabilities.
Opportunity and project management
Connect Salesforce commercial intent to the correct NetSuite project and preserve the lineage used by downstream operations.
Onboarding and allocation
Support resource onboarding, controlled allocation, PMO approval or rejection, over-allocation visibility and offboarding.
PO and SOW coverage
Make commercial coverage, contract state and revenue-at-risk visible before delivery turns into a billing exception.
Billing rules and rate cards
Connect role, resource, customer and engagement context to governed billing rules and rate evidence.
Service Item and Sales Order readiness
Coordinate operational preparation while keeping financial-document ownership and accounting integrity in NetSuite.
Timesheet, revenue and invoice control
Reconcile approved time, delivery evidence, billing readiness, forecast and invoice preparation across the complete chain.
Connected initiatives
Not one project: a coordinated enterprise programme.
Demand Management System
An upstream requisition layer that converts commercial demand into controlled, versioned and traceable resource requirements. RMS owns fulfilment and allocation against that demand.
Product and integration designRMS product and operating architecture
The operational control layer spanning projects, resources, commercial coverage, rates, billing readiness, exceptions and audit across more than 70 reviewed screens.
Substantial design and implementation evidenceSalesforce–NetSuite project integration
Explicit project selection, validation, Project Code synchronisation, atomic claims and read-back verification were engineered and validated in sandbox environments.
Sandbox validated · Production approval separateWSO2 enterprise API gateway
A governed API layer was established for Salesforce and NetSuite access, with credential-free delivery artifacts, Postman collections and restart-tested evidence for the agreed two-API scope.
Controlled delivery evidence · Live health requires fresh verificationDarwinbox workforce boundary
Employee identity and approved workforce evidence were treated as HRMS-owned inputs to resource and revenue operations, with explicit responsibility boundaries.
Enterprise architecture boundaryAnalytics and Sentinel
Capacity, billing readiness, integration confidence and exception analytics were framed as a discovery portfolio; governed assistants and Sentinel remain later-phase architecture.
Proposed extension · Not represented as deployedHow the work was driven
Architecture stayed connected to adoption and evidence.
ALIGNCross-functional decisions
Bring RevOps, PMO, business, finance, HR, sales and IT into one operating model and shared vocabulary.
BUILDProduct and integration
Carry decisions into workflows, screens, data contracts, APIs, permissions and exception handling.
PROVEJourney-based validation
Test business outcomes across system boundaries—not merely whether an individual screen or endpoint responds.
EVOLVEControlled transformation
Separate evidenced capability, sandbox validation, production gates and future intelligence so progress remains trustworthy.
Why this matters
The hard problem was not another screen.
The work created a common operating model across teams that previously used the same words for different objects, states and responsibilities. It made system boundaries and handoffs explicit before adding more automation.
Commercial intent remains traceable
Opportunity context can be carried into operational and financial processes without collapsing distinct business objects.
Controls sit inside the journey
Coverage, rate, approval, access and evidence are part of the workflow—not an audit exercise after the event.
Exceptions become operational work
Monitoring, reconciliation and recovery are designed as visible responsibilities instead of hidden integration failures.
AI has a trustworthy foundation
Advanced intelligence is introduced after ownership, data, states and authority are defined.
Apply the pattern
Your systems can remain distinct and still operate as one enterprise.
AVIS can help diagnose the broken handoffs, establish the operating architecture and engineer the integrations, workflows and controls required for coherent execution.
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