saas billing: overcoming activity-based subscription billing challenges. saas university...
DESCRIPTION
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.TRANSCRIPT
Billing and Dynamic Revenue Management
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Understanding the Challenges of Implementing Transaction (Activity)-Based Billing
Billing and Dynamic Revenue Management
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Billing 3.0: Now we can see our customers’ activities in real-time.
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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.
Increase your bottom line, in REAL-TIME. Activities allows you to create new revenue streams and identify critical market trends, all in real-time.
Billing and Dynamic Revenue Management
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Activity-Based Billing Processes
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
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
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
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!
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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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Billing and Dynamic Revenue Management
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Questions? Telephone: 512.279.3119 [email protected]