Billing and Dynamic Revenue Management
powered by
Understanding the Challenges 
of Implementing Transaction 
(Activity)-Ba...
Billing and Dynamic Revenue Management
powered by
Billing 3.0: Now we can
see our customers’
activities in real-time.
MY BUSINESS IS MORE 
THAN SUBSCRIPTIONS
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ...
Increase your bottom line, in REAL-TIME.
Activities allows you to create new revenue
streams and identify critical market ...
Billing and Dynamic Revenue Management
powered by
Activity-Based Billing Processes
V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
powered by
The Four Elements of Activity-Based Bil...
Order
Handling!
Billing &!
Invoicing!
Payment!
Processing!
Fulfillment!
Activity!
Management!
Billing &!
Invoicing!
Payment...
Billing &!
Invoicing!
Fulfillment!
Activity!
Management!
Billing &!
Invoicing!
Payment!
Processing!
Rating &!
Charging!Coll...
Activity-to-Cash Function
Resource Tracking"
- Resource Categories"
- Quarantine Policies"
- Import/Create Resources
Price...
FINANCE / ACCOUNTING
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -...
Billing and Dynamic Revenue Management
powered by
Questions?

Telephone: 512.279.3119
sales@gotransverse.com
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SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

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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.

Published in: Economy & Finance, Business
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SaaS Billing: Overcoming activity-based subscription billing challenges. SaaS University presentation from GoTransverse.com

  1. 1. Billing and Dynamic Revenue Management powered by Understanding the Challenges of Implementing Transaction (Activity)-Based Billing
  2. 2. Billing and Dynamic Revenue Management powered by Billing 3.0: Now we can see our customers’ activities in real-time.
  3. 3. 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.
  4. 4. Increase your bottom line, in REAL-TIME. Activities allows you to create new revenue streams and identify critical market trends, all in real-time.
  5. 5. Billing and Dynamic Revenue Management powered by Activity-Based Billing Processes
  6. 6. V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by The Four Elements of Activity-Based Billing subscriptions activity management entitlements personalization revenue opportunities complexity
  7. 7. 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 V1.1Proprietary and confidential. Do not disclose. ©2012 Transverse LLC powered by Order-to-Cash & Activity-to-Cash Processes analytics
  8. 8. 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
  9. 9. 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!
  10. 10. 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 } { } { } { } {
  11. 11. Billing and Dynamic Revenue Management powered by Questions? Telephone: 512.279.3119 sales@gotransverse.com
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