Embedded Innovation · Finance & Customer Operations
An introduction to the Finance and Customer Operations portfolio: what's in flight, where each initiative sits on the maturity pipeline, and where the work connects with partner teams.
Working prototypes from current product work. Please don't share without permission.
An introduction to the Finance and Customer Operations portfolio: what's in flight, where each initiative sits on the maturity pipeline, and where the work connects with partner teams.
A focused workflow accelerator for daily cash reconciliation. Layers on top of Oracle Fusion to surface failed payments, duplicates, and amount variances without replacing the system of record.
A role-aware workflow layer over Oracle Fusion for resource managers and finance partners. Surfaces unassigned people, open requisitions missing project codes, and allocation drift — closing the loop without putting Finance in the action path.
A Track A CER working surface for preparing, validating, releasing, and questioning Net POS analysis across Kris / Andy F and Mike / Sean views.
A chat-first, human-in-the-loop copilot that helps CSRs answer legal-research questions on Lexis Advance / Lexis+ — suggesting the source, a Boolean search, and an Ask prompt for the CSR to review. Never auto-sends; the CSR stays in control.