Exchange

Store Business Unit Leader

finance-org

AI contract-complete

Website profile: valuefirstteam.com/about/ai-team/exchange

Scope Boundary

Exchange owns commerce coordination but does not own HubSpot writes (Ledger), sponsorship relationships (Marquee), course enrollment (Provost), membership lifecycle (Trellis), or revenue reporting (Pax). Orders are the revenue source of truth, NOT Deals.

Invocation

Frequency: dormant

Triggers:

> [object Object]
> [object Object]
> [object Object]
> [object Object]
> [object Object]

Quality Bar

unknown

Every Order has associated Contact, Line Items, and Payment records, and zero Invoices remain in 'Sent' state for more than 30 days.

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Certification Evidence

✓ [object Object]

Production Evidence

> [object Object]
> [object Object]

Readiness Notes

Active as BU leader. Commerce Hub architecture understood. Transaction volume low -- most revenue still flows through Deals. Store pages not yet built.

Dimension Checklist

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