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Create SOP and Swimlane Workflow for Advisor SaaS and Optivisor Pay-As-You-Save Billing Process, Including LN Process Gaps I have redacted Word contract/proposal templates and an initial swimlane workflow already created. These show the general structure and exactly the type of output I am looking for. I need an experienced business process documentation specialist to review, improve, and complete them into a professional final package. The goal is not to start from scratch, but to refine the existing documents, fill process gaps, make the SOP and swimlane fully aligned, and add LN-related open questions/gaps where internal confirmation is required. The scope begins once a customer signs the proposal and continues through order placement, LN-related order processing steps, recurring billing, variable savings-share billing, renewal checkpoints, and eventual termination/offboarding. This is a business process documentation project only. No Infor LN configuration, accounting decisions, chart-of-account decisions, or legal review is required. The goal is to create a clear business process that can be reviewed internally by Operations, Finance, Customer Success, and ERP/LN support. Service Models to Cover Advisor SaaS Model Proposal acceptance PO requirement One-time installation/setup billing Recurring subscription billing Managed Services billing Renewal and termination process Optivisor Pay-As-You-Save / Managed Services Model Proposal acceptance PO requirement One-time installation/commissioning billing Recurring subscription billing Managed Services billing Variable savings-share billing No-billing process when savings are not achieved Renewal, termination, and decommissioning process Proposal acceptance through first order submission Required inputs before order creation LN order placement process gaps Internal handoff from Sales/Operations to Finance/LN support Recurring billing process Managed Services billing process Pay-As-You-Save variable savings-share billing Approval checkpoints before invoices are issued Renewal triggers, notifications, and approvals Clean termination/offboarding path Open questions that need Finance or LN support confirmation Resources Provided Redacted Word contract/proposal templates Existing initial swimlane workflow Current high-level billing/business rules Any known internal process notes Important Boundaries The freelancer should not make final decisions on: LN configuration LN item setup LN contract setup Revenue recognition Chart of accounts Tax/accounting treatment Legal contract wording Instead, the freelancer should document the business process and clearly flag anything that requires internal Finance, Accounting, Operations, or ERP/LN confirmation. Deliverables Required SOP Document Word or Google Doc format. Must include step-by-step process, owner, input, output, approval requirement, and system/process notes. Swimlane Workflow Diagram Visio, Lucidchart, or similar. Must match the SOP steps and show roles/responsibilities clearly. High-Level Process Flow Diagram Simple executive-level flow from signed proposal to billing, renewal, and termination. Billing Matrix Compare Advisor SaaS vs Optivisor Pay-As-You-Save, including: One-time fees Recurring subscription fees Managed Services fees Variable savings-share charges Billing frequency Billing trigger Required approval before invoicing LN/Finance confirmation needed Open Questions / Gap Register List all unclear areas that need confirmation from Finance, Accounting, Operations, or LN support. Version-Control Friendly Files Final files should be easy to update in the future. Optional PowerPoint Summary Short summary for internal management review. Preferred Experience SOP writing Business process mapping Order-to-cash process documentation Recurring billing / subscription billing Variable or performance-based billing ERP-related process documentation Infor LN experience preferred Finance or operations process documentation experience
Project ID: 40443401
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143 freelancers are bidding on average $173 CAD for this job

Hello, As an experienced business process documentation specialist, I'm confident that my skills and expertise align closely with what your project requires for success. Though my initial focus has been on website design and development, my team at Our Software expanded our capabilities to cover a range of operational needs, including ERP-related tasks. This has given me a solid experience in managing complex processes, which will prove invaluable in your need for comprehensive SOPs, swimlane workflows, and process flow diagrams. Another strength I offer is an attention to detail. In a high-stakes project like this where even the smallest mistake can have big consequences down the line, I make it my priority to create thorough and accurate final packages. What sets me apart from other candidates is my knack for identifying gaps or areas with unresolved issues which require clarifications from specific departments such as Finance or Operations. This way, I ensure that all aspects of the project are addressed while adhering strictly to the boundaries you've outlined. Moreover, our team's approach at "Our Software" mirrors your own professional standards of going the extra mile and consistently delivering outstanding work ensuring not just client satisfaction but fostering a partnership built on trust. We guarantee version-controlled files that are easily updateable in future from any one of our team members for maximum convenience. Thanks!
$180 CAD in 3 days
8.6
8.6

Hello, I understand you need a clear SOP and Swimlane Workflow for your SaaS billing process focused on Advisor SaaS and Optivisor Pay-As-You-Save. Designing workflows that capture complex billing nuances while keeping them user-friendly is often overlooked but crucial for seamless operations. Our expertise in UI with tools like Figma and strong backend knowledge in Laravel and PHP ensures workflows that are both visually clear and technically sound. You can check samples from our work at https://www.freelancer.com/u/eliaa Looking forward to hearing from you. Best Regards, Elia Fawzy.
$250 CAD in 7 days
6.9
6.9

Hello, As a business writer with a background in business analysis and project management, I know the importance of clear and concise documentation. Your SaaS Billing SOP & Swimlanes LN project aligns perfectly with my skill set and experience, as I am well-versed in SOP writing, business process mapping, and ERP-related process documentation. I understand that your goal is not to start from scratch but to refine existing documents, fill process gaps, and create a clear business process. My expertise in order-to-cash process documentation gives me the ability to analyze complex processes and present them in a logical and easy-to-understand manner. Additionally, my flexibility and adaptability come into play here - a trait that has been vital throughout my projects. I am aware that you need an individual who respects boundaries, not making final decisions on LN configuraion or revenue recognition but clearly flagging out areas which need further internal confirmation. This is where my strong communication skills combined with attention to detail will provide tremendous value to your project. Choose me for a committed professional who can grant your project the precision it deserves! Regards, Moiz.
$120 CAD in 2 days
7.0
7.0

Hi, this project involves refining SaaS billing SOPs and swimlane processes, which requires clear system orchestration and business logic alignment. The real engineering risk lies in orchestrating billing workflows accurately across multiple systems and ensuring consistent data flow without manual errors. I usually structure such systems by separating business process documentation from backend implementation layers to allow iterative improvements and clear ownership. My experience with the Squarespace Checkout Streamlining project involved PHP and website design to enforce business rules and improve user flows, which aligns with the billing SOP and swimlane refinement here. I approach these projects by mapping out the existing process flows, identifying integration points with backend systems like Infor, and designing modular SOP documentation that can be automated or linked directly to system triggers. Systems like this must be designed for maintainability and clarity to support long-term operational use. I can start by reviewing your current swimlane documentation and PHP billing workflows to outline integration and automation opportunities. Thanks, Hercules
$140 CAD in 7 days
6.7
6.7

Hello, I understand you need a clear end-to-end SaaS billing SOP with matching swimlane workflows covering both the Advisor SaaS model and the Pay-As-You-Save / Managed Services billing journey—from proposal acceptance through recurring billing, variable charges, renewals, and termination—fully structured for operations, finance, and customer success teams. I will develop a complete process documentation pack that translates your redacted contracts and workflow sketches into a precise, repeatable operating system. This will include a step-by-step SOP defining every stage (proposal acceptance, order placement, onboarding, recurring subscription billing, usage-based billing logic, renewal triggers, and off-boarding), with clearly assigned roles, inputs, outputs, and approval checkpoints. I will ensure both billing models are mapped side-by-side so differences in recurring vs. Pay-As-You-Save logic are fully transparent and easy to audit. Alongside the SOP, I will create layered swimlane diagrams (Visio/Lucidchart format) aligned exactly to the written process, plus a high-level flowchart and billing matrix comparing both models. I will also include a list of operational gaps and open questions for Finance/ERP alignment, ensuring the document is ready for system implementation or audit use in the future. Thanks, Asif
$250 CAD in 3 days
6.4
6.4

As a technology services group with 8 years of experience in the information and modern technology industry, we bring a unique skill set tailored to meet your project needs. Despite our main skill being mostly HTML and PHP, we have significant exposure working with business processes and software tools alike. Though not specifically Infor LN, we are no strangers to ERP systems and process documentation. We believe that our broad understanding of the digital landscape enhances our capacity to adapt and learn new tools rapidly. While our pitch may differ slightly due to the nature of your project, it is important to note that these critical projects require immensely strong problem-solving skills alongside technological expertise. This is a strength that cannot be overlooked – I assure you, we are built for the challenge.
$50 CAD in 7 days
7.0
7.0

As a Full Stack Developer with 10+ years of experience, I have developed a deep understanding of not just websites but complex business processes that necessitate smart digital solutions. I can bring this expertise to your project to refine and complete your SOP and swimlane workflow, aligning them with your business requirements while adding value through my vast experience in Business Analysis and Project Management. Beyond just documentation, I'll ensure the deliverables' longevity, crafting version-control friendly files that are easy to update through advancements in your system. Additionally, I can create an optional PowerPoint summary for executive-level reviews within your team. My promise to you is a fast yet meticulous delivery without compromising clarity or open-ended questions. Let's work together and make your Advisor SaaS and Optivisor Pay-As-You-Save Billing Process more robust than ever before.
$290 CAD in 7 days
6.5
6.5

Hi there, I like how you have outlined your project description with clarity and detailed expectations. You need a comprehensive and clearly documented Standard Operating Procedure (SOP) along with swimlane flowcharts that cover the entire Pay-As-You-Save billing journey, from proposal acceptance to order placement, recurring and variable billing, renewal, and termination. The focus is on creating a side-by-side narrative and visual workflow that different teams can easily understand and follow. With extensive experience in business process documentation and workflow visualization, I specialize in translating complex operational sequences into clear, step-by-step SOPs and accompanying swimlane diagrams. I have worked with SaaS and managed services models before and understand the nuances of subscription, usage-based billing, and renewal processes. I will carefully review your redacted contracts, proposals, and workflow references to build a detailed, version-controlled Word document and professional flowchart using Lucidchart or Visio. You will receive a thorough process package including role definitions, approval checkpoints, and identification of any risks or gaps for internal review. I am confident that my work will provide your teams with the clarity and operational rigor needed to seamlessly execute and scale your billing procedures. Let’s connect to discuss your needs and project timelines in more detail.
$175 CAD in 14 days
6.0
6.0

Hi there, I see you're looking for help with your SaaS billing SOP and swimlanes. Based on your brief, it sounds like you have a solid foundation with the redacted templates and workflow sketch. My approach would involve refining those documents to clearly define the billing processes while ensuring they align with best practices in SaaS management. Using tools like Lucidchart or Miro could be effective for visualizing the swimlanes, making the workflow easy to understand. I'd start by reviewing your existing materials and sketching out the initial swimlane diagrams to identify key touchpoints. Q1: What specific outcomes are you hoping to achieve with the SOP and swimlanes? Q2: Do you have a preferred format for the final documentation? Q3: Are there any specific challenges you've faced in your current billing processes that should be addressed? Let’s get this started!
$200 CAD in 2 days
6.5
6.5

As an experienced business process documentation specialist, I have a unique set of skills that make me the perfect choice for your SaaS Billing SOP & Swimlanes project. Although my background may seem different at first glance, my web engineering experience has instilled in me a deep appreciation for clear, concise processes - a quality which is absolutely invaluable when it comes to delivering the kind of airtight SOP your project demands. More specifically, over the past decade, I've honed my skills in HTML and PHP to not only build great-looking and highly functional websites but also provide solutions to complex problems. This includes everything from improving website designs and layouts to resolving technical issues and optimizing site performance. These skills will enable me to not only create a straightforward SOP documenting each step of the billing journey but also generate swimlane flowcharts that boast the same level of detail without losing comprehension. In selecting me for this project, you'll receive clear, user-friendly SOPs; high-performing workflow diagrams; a version-control friendly package allowing future updates; and a freelancer committed not just to delivering on time but ensuring open lines of communication throughout the project. So go ahead - let my expertise in process documentation help bring order, control, and clarity to your billing journey!
$30 CAD in 1 day
6.1
6.1

Hello There!!! ★★★★ (Business process SOP + swimlane refinement for SaaS billing & LN workflow clarity) ★★★★ Project understanding: You already have draft SOP docs and a partial swimlane workflow. You need them refined into a complete, aligned business process covering order-to-cash flow, billing models, renewals, and LN-related process gaps with clear roles and approvals, without touching ERP configuration or accounting decisions. Services: ⚜ SOP documentation refinement & structuring (step-by-step clarity) ⚜ Swimlane workflow design aligned with business roles ⚜ Order-to-cash process mapping (subscription & usage billing) ⚜ Billing matrix creation (SaaS vs Pay-As-You-Save models) ⚜ Gap analysis & LN/Finance open question register ⚜ Process flow diagrams (executive + operational views) ⚜ Version-controlled documentation setup for future updates I have experience in business analysis and SaaS process documentation, including billing workflows and ERP-related process mapping. I focus on turning rough internal drafts into clean, audit-ready SOPs that teams can actually use across Finance, Ops, and Customer Success. I will use tools like Visio/Lucidchart and structured SOP formats in Word/Google Docs to keep everything clear and consistent. Let’s connect and I can start refining your existing material immediately. Warm Regards, Farhin B.
$110 CAD in 10 days
6.5
6.5

Hi, I can take your existing Word templates and initial swimlane workflow and refine them into a complete, aligned, and professionally structured business process documentation package. I will not redesign from scratchinstead, I will improve clarity, fill process gaps, and ensure the SOP and swimlane fully match from proposal acceptance through order processing, recurring billing, Pay-As-You-Save logic, renewal, and offboarding. I will clearly separate Advisor SaaS and Optivisor models, map LN-related process gaps, and create a structured open-questions register for finance, operations, and ERP teams. Deliverables will include a step-by-step SOP, swimlane diagram, executive flow, billing matrix, and optional management summary, all formatted for easy internal updates and future scalability. Regards Aqsa
$140 CAD in 7 days
6.2
6.2

Hello, I came across your SaaS Billing SOP & Swimlanes and I am very interested in working with you. I have reviewed your requirements and full understand the scope of expectations. I specialize in PHP, Website Design, HTML, and have successfully delivered similar projects before. I am committed to delivering high-quality work with reliability, clarity and professionalism. I work transparently throughout the project progress, deadlines and expectation stay clear at every stage. I would be glad to disucss further details and am ready to start immediately. Looking forward to hearing from you. Regards. Anum
$140 CAD in 2 days
5.8
5.8

I hope you're doing well! My name is Nawal, and I bring over nine years of experience in SaaS Billing SOP & Swimlanes. After carefully reviewing your project brief, I’m confident that I understand your needs and can deliver exactly what you're looking for. Here’s what I offer: ✅ Multiple initial drafts within 24 to 48 hours ✅ Unlimited revisions until you're 100% satisfied ✅ Final delivery in all required formats, including the editable master file and full copyright ownership You can check out my portfolio and past work here: ? Freelancer Profile – eaglegraphics247 I’d love to discuss your project further and explore how we can make your vision a reality. Let me know a convenient time for a quick chat! Looking forward to working together. Best regards, Nawal
$70 CAD in 1 day
5.5
5.5

Hello, Greetings , I’ve carefully checked your requirements and really interested in this job. I’m working as a freelance graphic designer with U.S. and European teams. I’m offering best quality and highest performance at lowest price. I can complete your project on time and your will experience great satisfaction with me. I have rich experienced in Documentation, Website Design, Project Management, SaaS, PHP, Business Analysis, HTML, Business Strategy, Infor and Business Consulting. For more information about me, please refer to my portfolios. I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details.. Looking forward to serve you
$30 CAD in 1 day
5.8
5.8

I can take your redacted MSA/SOW and existing workflow and turn it into a structured end-to-end SOP covering both the Advisor SaaS and Pay-As-You-Save models, mapping every step from proposal acceptance through ordering, recurring/variable billing, renewals, and termination with clear owners, inputs, outputs, and control points. Alongside the SOP, I’ll produce aligned swimlane diagrams (finance, sales, ops, customer success) so the narrative and visuals match 1:1, plus a billing matrix comparing both models and a clean list of gaps/open questions for Finance/ERP review. Everything will be delivered in version-controlled formats so it’s easy to maintain and update going forward.
$140 CAD in 7 days
5.7
5.7

Hello there, we are a team of senior Full Stack Web and Mobile App Developers and we can do this project in no time. Thanks Ashish Kumar.
$140 CAD in 7 days
5.7
5.7

Hi, you need a polished SOP and swimlane workflow for Advisor SaaS and Optivisor Pay-As-You-Save billing, including LN process gaps. I’ve documented complex workflows, aligning operational, finance, and recurring billing steps, and can refine your drafts into step-by-step SOPs with swimlane and high-level diagrams. I’ll clearly flag all LN/Finance confirmation points. For the open-question register, do you want it embedded in the SOP or as a separate companion document? Best Regards, Fizza Nadeem K
$470 CAD in 7 days
5.9
5.9

Hi there, I’ve read your SaaS Billing SOP and Swimlanes project and I’m confident I can capture the end-to-end Pay-As-You-Save journey in a repeatable, audit-friendly format. I will deliver a concise Word SOP with clear owners, inputs, and outputs, paired with side-by-side swimlanes that align narrative steps to each diagram. My approach will map proposal acceptance through first order, recurring and usage-based billing logic, renewals, and termination, ensuring no ERP setup is required as requested. I have several experiences documenting SaaS billing and service-model processes for similar teams, and I’ll tailor the artifacts to your Advisor SaaS and Optivisor Pay-As-You-Save models, with a dedicated Billing Matrix and a gaps list for internal review . Best regards,
$155 CAD in 10 days
5.3
5.3

Hello Dear! Good Day! Hope you are doing fine. This is Ruhul Ajom Sagor. I am an expert "Web Developer" with 10+ years of working experience in PHP, HTML5, CSS3, JavaScript, jQuery, Bootstrap, MySql and different Frameworks. I have completed my B.S.C Engineering in Computer Science and Engineering (CSE) from BUET. Hire me and you don't have to worry about your website problems again! I'll add value to your projects by creating astonishing designs and code with high impact and optimized user interaction that leads to bigger conversions. WHAT PROBLEMS CAN I HELP YOU SOLVE? • Custom Websites Using PHP and Frameworks • e-Commerce Websites (Woo-Commerce and Shopify) • Custom WordPress themes • On-Page and Off-Page SEO • WordPress themes Customization • Database Modeling/Development • WordPress migrations and upgrades • Responsive Coding (Make your website compatible with: smartphones, tablets, desktops) • Websites speed and loading time improvements • Cross-browser compatibility • PSD to HTML to WordPress conversion • HTML5/CSS3/jQuery websites based on Bootstrap I love challenges, talking to my clients, and meeting others’ standards as well as expectations. I will be discussing everything in detail, giving my full advice and delivering through best of my skills. You are cordially welcome to discuss your project. Thank You! Best Regards, Ruhul Ajom
$50 CAD in 3 days
5.5
5.5

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