2. Presenters
Brian Morris
Brian has spent the past 18
years working with ERP
solutions, as a publisher,
reseller, and now ISV. As a
Partner Account Manager, he
is responsible for channel
sales.
Don Ramsay
A CPA, CMA certified
accountant for 15 years, with
5 years as a Dynamics GP
consultant, Don brings a
wealth of experience to his
role as Solutions Consultant
here at Binary Stream.
4. • Who is Binary Stream?
• SBS is composed of ARCB, ARED, & MERA
• Full Microsoft Dynamics coverage
• Horizontal product, but verticals have emerged
Subscription Billing Suite
6. Creation, Modification &
Renewal
• May originate from CRM or other system
• Very manual process
• Upgrades, or additional licenses
• Evergreen Billing
7. • Annual Maintenance is critical
• Consulting options
• How is this being tracked/recognized?
• Prepaid Expenses
Deferred Service
Contracts
8. Volume & Usage
• Tech Support plans
• Charging per GB/TB of storage
• Volume discounts for a certain
number of devices
9. Bundling & ASC 606
• Do you bundle different
items/services together for a
discount?
• Are you aware of the ASC-606
implications?
10. Reports & Analysis
• How are you tracking
churn/retention currently?
• Can you easily prove the deferred
revenue balance?
Deferral templates in ARED linked to an item, SL over 12/24/36, for services showcase the different PoC/Event-based methods. Do we force-post to future periods? Hell no.
MERA discussion & demo
MRR, new contract reports
Deferral Balance, waterfall reports