SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University...
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Billing and Dynamic Revenue Management
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Understanding the Challenges of Implementing Transaction (Activity)-Based Billing
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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.
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Increase your bottom line, in REAL-TIME. Activities allows you to create new revenue streams and identify critical market trends, all in real-time.
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Billing and Dynamic Revenue Management
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Activity-Based Billing Processes
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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
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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
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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
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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]