saas billing: overcoming activity-based subscription billing challenges. saas university...

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Billing and Dynamic Revenue Management powered by Understanding the Challenges of Implementing Transaction (Activity)-Based Billing

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This is a presentation from GoTransverse.com about overcoming the challenges of implementing activity-based and usage-based subscription billing models. This presentation was developed for ISVs and SaaS Providers. TRACT from Transverse, is the ONLY all-in-one activity, rating and subscription billing platform for creating new sources of dynamic revenue. TRACT’s complete billing, subscription, activity, rating, invoicing and payment platform is tightly integrated with most CRM and ERP/GL applications and includes hundreds of price levers that can be configured, combined and adjusted to rapidly launch and monetize any billing plan. Put TRACT to the test. If it can be metered or measured, TRACT can bill for it.

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Page 1: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

Billing and Dynamic Revenue Management

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Understanding the Challenges of Implementing Transaction (Activity)-Based Billing

Page 2: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

Billing and Dynamic Revenue Management

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Billing 3.0: Now we can see our customers’ activities in real-time.

“ ”

Page 3: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

MY BUSINESS IS MORE THAN SUBSCRIPTIONS - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -"

I measure and charge my customers based on how they use my products and services.

MY BUSINESS IS MORE THAN SUBSCRIPTIONS - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -I measure and charge my customers based on how they use my products and services.

I NEED MORE STABLE REVENUE STREAMS - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

My revenue stream based on subscriptions alone have stalled and are being cannabalized.

I’M LOSING CUSTOMERS TO MY COMPETITION- - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - -My competitors have the ability to be more creative with their revenue stream and move more quickly than I can.

MY BILLING IS TOO COMPLEX - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Trying to bill based on activities to keep up with my competitors forces me to use my current system inefficiently.

MY BILLING PROCESS IS ERROR PRONE - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

My billing complexities forces manual entry, causing room for errors and lost revenue.

Page 4: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

Increase your bottom line, in REAL-TIME. Activities allows you to create new revenue streams and identify critical market trends, all in real-time.

Page 5: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

Billing and Dynamic Revenue Management

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Activity-Based Billing Processes

Page 6: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

V1.1 Proprietary and confidential. Do not disclose. ©2012 Transverse LLC

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The Four Elements of Activity-Based Billing

subscriptions

activity management

entitlements

personalization

revenue opportunities

com

plex

ity

Page 7: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

Order Handling!

Billing &!Invoicing!

Payment!Processing!

Fulfillment!

Activity!Management!

Billing &!Invoicing!

Payment!Processing!

Rating &!Charging!Collections!

order to cash

activity to cash

Collections!

Activity-Based Billing

V1.1 Proprietary and confidential. Do not disclose. ©2012 Transverse LLC

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Order-to-Cash & Activity-to-Cash Processes

analytics

Page 8: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

Billing &!Invoicing!

Fulfillment!

Activity!Management!

Billing &!Invoicing!

Payment!Processing!

Rating &!Charging!Collections!

activity to cash

Activity-to-Cash Process

Activity Management"- Entitlements- Advice of charge"- Access Eligibility- Check Balance

Rating & Charging"- Receive Event(s)- Void/Reverse Event"- Rate Event- Update Allowances"- Update Pending Charges

Collections- Late Payment Fees & Penalties- Suspend Service/Account- Age Account Balances- Perform Actions- Post G/L Transactions- G/L Aggregation

Billing & Invoicing"- Rerate Activity"- Mark Events As Invoiced"- Update Roll Over Allowance

Payment Processing"- Update Pre/PIA Balances"- Vouchers- Lock box files"- Manual Payments"- Auto-payments "- Update Balances"- Retry Handling

Page 9: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

Activity-to-Cash Function

Resource Tracking"- Resource Categories"- Quarantine Policies"- Import/Create Resources

Price Plans"- Activity Charging Rules - Reference Tables"- Rate Tables"- Complex Usage Rules (xlsx)

Usage Policy"- Allowances- Roll Over Policy"- Override/Append

Billing Management"- Bill Runs- Verification & Approval"- Invoice Distribution- Invoice Templates

Customer Care"- Manage Balances- Service Credits"- Service Inquiry / Change / Renewal

Payment Management"- Payment Gateways- Payment Terms"- Late Payment Fee Rules- Error & Retry Handling

Usage!Policy!

Resource!Tracking!

Price!Plans!

Payment!Management!

Billing!Management!

Customer!Care!

Page 10: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

FINANCE / ACCOUNTING - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

• Regulatory Compliance • Revenue Recognition • Reporting

INFORMATION TECHNOLOGY - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

• Real-Time Integration • Guide & Charge • Exception Handling

EXECUTIVES - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

• Shift Strategic Thoughts • Forecasting • Risk & Expectation Management

MARKETING - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

• Disruptive / Agent Of Change • Change Consumer Behavior • Encourage Activities

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Page 11: SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

Billing and Dynamic Revenue Management

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Questions? Telephone: 512.279.3119 [email protected]