SaaS Billing SOP & Swimlanes

I have redacted contract and proposal templates as well as a rough workflow sketch, and I now need the entire Pay-As-You-Save billing journey captured in a clear, repeatable format. The scope begins the moment a prospect signs the proposal and runs right through order placement, ongoing recurring and variable charges, renewal checkpoints, and eventual termination.

What I expect from you is a step-by-step Standard Operating Procedure accompanied by matching swimlane flowcharts. Both should sit side-by-side so that an operations analyst can read the narrative while the finance or customer-success team can glance at the diagram and know exactly who moves next.

Key focus areas
• Proposal acceptance through first order submission
• Monthly recurring invoicing plus any usage-based or milestone billing logic
• Renewal triggers, notifications, and approvals, followed by the clean off-boarding / termination path

Resources you will receive
– Redacted MSA, SOW, and proposal templates
– An existing high-level workflow reference to build on

Important boundaries
This is documentation only: no ERP or PSA configuration, no chart-of-accounts decisions, and no legal review. I simply need an airtight business process that any future system can mirror.

Deliverables
1. SOP document (Word or Google Doc) detailing every step, owner, input, and output
2. Swimlane flowchart (Visio, Lucidchart, or similar) layered to the same steps for easy cross-reference
3. Version-control friendly files so updates stay straightforward
I am looking for an experienced business process documentation specialist to create a clear SOP and workflow for two service models:

Advisor SaaS Model
Optivisor Pay-As-You-Save / Managed Services Model

I will provide redacted contract/proposal templates and an existing workflow reference. The goal is to document the end-to-end process from proposal acceptance to order placement, recurring billing, variable billing, renewal, and termination.

This is a business process documentation project only. No ERP configuration, accounting decisions, or legal review is required.

Scope of Work
The freelancer will review the provided documents and create a professional process package covering:
Proposal review and approval
Customer acceptance / signed agreement
Purchase order requirement
Order placement process
Internal handoff process
Recurring subscription billing
Managed Services billing
Pay-As-You-Save variable savings-share billing
No-billing process when savings are not achieved
Renewal, termination, and decommissioning process
Roles and responsibilities
Approval checkpoints
Risks, gaps, and open questions for internal Finance / ERP review
Deliverables Required
Word SOP document
Swimlane workflow diagram
High-level process flow diagram
Billing matrix comparing the two models
List of open questions/gaps for internal review
Optional: short PowerPoint summary for management review