SlideShare a Scribd company logo
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Recurring Billing & CRM Platform 
www.openbillingsystem.com 
Strictly Confidential
Index 
1 Target Market Segment 
2 Problem Statement 
3 Proposed Solution 
4 Product Features 
5 Business Process Flow 
6 Self-Care Portal 
7 Ticket Tracking 
8 Business Analytics 
9 Dashboard 
Strictly Confidential
Problem Statement 
Strictly Confidential 
Business Avenue Management [BAM] 
Business performance in Dashboards 
Notifications for critical business processes 
Service Stages management 
Interactive integrations 
Data redundancy in multiple systems 
Scalability, adaptability, uni-lingual, multi-currency support 
Analytics 
Propietary Technologies
Proposed Solution 
Strictly Confidential 
Open Billing System [OBS] 
Direct and Indirect BAM achieved 
Role based Dashboard views defined 
Effective Notifications Management 
Configurable Service Stages 
Seamless integrations with Provisioning Systems and Payment Gateways 
Plan Upgrade/Downgrade, Promotions Recommendations automated 
Reduce Data Duplication 
Handles diverse currencies, Scalable, Multi-Lingual & Multi-Tenanted, 
Built on proven open source technologies
Product Features: Overview 
Strictly Confidential 
4. Strategic 
Features 
3. Support 
Features 
2. Lifecycle 
Features 
1. Core 
Features
Product Features 
Core Features 
•Users Creation 
•Organization Hierarchy & Reseller Management 
•Service Creation & Service Bundling 
•Charge Code Definition 
•Country specific Plans & Pricing 
•Prospects & Client 
•Order Booking (Prepaid & Postpaid) 
•Interactive Service Management & Usage Billing 
•One Time sale management 
Lifecycle Features 
•Activation 
•Upgrade[Freemium -> Premium]/Downgrade 
•Disconnection & Reconnection 
•Follow-ups & Retention Management 
Support Features 
•Invoicing 
•Payments & Line item distribution 
•Bulk Uploads 
•Schedular Jobs 
•Inventory Mgmt 
•Self-Care portal 
Strategic Features 
•Integrations 
•Ticketing 
•Dashboard 
•Reports & Analytics 
Strictly Confidential
Business Process Flow 
Users 
Admin 
Supervisor 
Data Entry 
Operator(s) 
Strictly Confidential 
Organization 
Head Office 
Regional 
Office / Main 
Distributor 
Branch 
Office(s) / 
Resellers 
Services 
Channel(s) / 
Services 
Video(s) 
Usage Based 
Services 
Charge 
Codes 
Charge 
Type(s) 
Tax Type(s) 
Bill Freq 
Bill 
Frequency 
Monthly 
Quarterly 
Half Yearly 
Usage
Business Process Flow 
Packages 
Freemium 
Premium 
Region / 
Country wise 
Pricing 
Strictly Confidential 
Clients 
Prospects 
Customers 
Order 
Booking 
Plans 
Hardware 
One-off 
services 
Plans 
Pre-Paid 
Post-Paid 
Promotions 
Discounts
Business Process Flow 
Plan 
Lifecycle 
Activation 
Upgrade / 
Downgrade 
Disconnection 
Reconnection 
Follow-up & 
Retentions 
Strictly Confidential 
Invoicing 
Scheduled 
Case-by-Case 
Taxation 
Inclusive of 
Plan Pricing 
Exclusive of 
Plan Pricing 
Payments / 
Collections 
Pay Mode 
Account Based 
Invoice Based 
Adjustments 
Line Item based
Support Functions 
Bulk Uploads 
Hardware 
Adjustments 
Payments 
MRN 
EPG 
Media Assets 
Strictly Confidential 
Scheduler 
Jobs 
Invoice 
Provisioning 
Request 
Provisioning 
Response 
Statements 
Auto expiry 
Event Action 
Processor 
Middleware 
Notifications 
Push 
Pull 
Interactive 
Inventory 
Management 
Organization & 
Hierarchy 
MRN 
GRN 
Items & Details 
Supplier 
Information 
Item History 
Self Care 
Portal 
Profile 
Additional Plan 
Statements 
Online 
Payments 
Upgrade 
Promotions 
Tickets & Status
SERVICE PACKAGING 
Strictly Confidential
PACKAGE PRICING 
Strictly Confidential
Subscriber 360 Degree View 
Strictly Confidential
Customer PayType Details 
Strictly Confidential
Actionable & Additional Info for 
a Active Contract 
Strictly Confidential
Actionable Items for a Disconnected 
Contract 
Strictly Confidential
Customer Device Sale 
Strictly Confidential
Service Ticket Registration 
Strictly Confidential
Ticket Monitoring 
•Open: Displays the list of tickets which are still open. 
•Working: Display the list of service tickets which are attended by the service team. 
•Assigned: Displays the list of tickets which are Assigned to the service engineer to attend. 
•Overdue: Displays the list of tickets which are pending for long time. 
•Closed: Displays the list of service tickets which are attended & closed. 
Strictly Confidential
Inventory & Logistics Management 
•Goods Requisition Note: This can be when the HO raises a PO towards the purchase of hardware items. 
•Material Request Note: This process is used to request stock across offices or Stock points. 
•Supplier: For defining the support information. 
Strictly Confidential
Reseller Management 
Strictly Confidential
Customer Sign-up & Registration 
Process 
Strictly Confidential
Customer Self Payment 
Check-out Process 
Strictly Confidential
Bulk Upload Process 
Strictly Confidential
Scheduler Job Process 
Strictly Confidential
Payment Gateway Transactions Monitoring 
Strictly Confidential
DashBoard & Reporting 
Strictly Confidential
DashBoard & Reporting 
Strictly Confidential
Integrations 
1 
Strictly Confidential 
• Flexible and seamless integrations 
2 
• Synchronous and asynchronous communications 
3 
• Ecosystem [Any third party application / provisioning 
system] 
4 
• Financial [Any financial accounting system] 
5 
• Payment Gateway [Any payment gateway system]
Ticket Tracking 
1 
Strictly Confidential 
• Precise issue coordination and tracking system 
2 
• Candid ticket ownership and resolution duration 
3 
• Clear categorization, prioritization and status 
4 
• Auto escalation and re-opening of closed tickets 
5 
•Workflow for auto escalation
Business Analytics 
1 
Strictly Confidential 
• Addendum to regular reporting 
2 
• Applicable across various report categories 
3 
• Analyse report data in multiple dimensions and aspects 
4 
• User friendly drag-drop features for dynamic report 
generation 
5 
• Help support providing inputs for strategic business 
decisions
Dashboard 
1 
Strictly Confidential 
• Data concise using various types of charts 
2 
• Simple to configure and customize 
3 
• Trends on selected data combinations 
4 
• Support strategic business decisions 
5 
• Role based information display
THANK YOU! 
Team - Open Billing System 
info@ openbillingsystem.com 
www.openbillingsystem.com

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Recurring Billing & CRM Platform

  • 1. Recurring Billing & CRM Platform www.openbillingsystem.com Strictly Confidential
  • 2. Index 1 Target Market Segment 2 Problem Statement 3 Proposed Solution 4 Product Features 5 Business Process Flow 6 Self-Care Portal 7 Ticket Tracking 8 Business Analytics 9 Dashboard Strictly Confidential
  • 3. Problem Statement Strictly Confidential Business Avenue Management [BAM] Business performance in Dashboards Notifications for critical business processes Service Stages management Interactive integrations Data redundancy in multiple systems Scalability, adaptability, uni-lingual, multi-currency support Analytics Propietary Technologies
  • 4. Proposed Solution Strictly Confidential Open Billing System [OBS] Direct and Indirect BAM achieved Role based Dashboard views defined Effective Notifications Management Configurable Service Stages Seamless integrations with Provisioning Systems and Payment Gateways Plan Upgrade/Downgrade, Promotions Recommendations automated Reduce Data Duplication Handles diverse currencies, Scalable, Multi-Lingual & Multi-Tenanted, Built on proven open source technologies
  • 5. Product Features: Overview Strictly Confidential 4. Strategic Features 3. Support Features 2. Lifecycle Features 1. Core Features
  • 6. Product Features Core Features •Users Creation •Organization Hierarchy & Reseller Management •Service Creation & Service Bundling •Charge Code Definition •Country specific Plans & Pricing •Prospects & Client •Order Booking (Prepaid & Postpaid) •Interactive Service Management & Usage Billing •One Time sale management Lifecycle Features •Activation •Upgrade[Freemium -> Premium]/Downgrade •Disconnection & Reconnection •Follow-ups & Retention Management Support Features •Invoicing •Payments & Line item distribution •Bulk Uploads •Schedular Jobs •Inventory Mgmt •Self-Care portal Strategic Features •Integrations •Ticketing •Dashboard •Reports & Analytics Strictly Confidential
  • 7. Business Process Flow Users Admin Supervisor Data Entry Operator(s) Strictly Confidential Organization Head Office Regional Office / Main Distributor Branch Office(s) / Resellers Services Channel(s) / Services Video(s) Usage Based Services Charge Codes Charge Type(s) Tax Type(s) Bill Freq Bill Frequency Monthly Quarterly Half Yearly Usage
  • 8. Business Process Flow Packages Freemium Premium Region / Country wise Pricing Strictly Confidential Clients Prospects Customers Order Booking Plans Hardware One-off services Plans Pre-Paid Post-Paid Promotions Discounts
  • 9. Business Process Flow Plan Lifecycle Activation Upgrade / Downgrade Disconnection Reconnection Follow-up & Retentions Strictly Confidential Invoicing Scheduled Case-by-Case Taxation Inclusive of Plan Pricing Exclusive of Plan Pricing Payments / Collections Pay Mode Account Based Invoice Based Adjustments Line Item based
  • 10. Support Functions Bulk Uploads Hardware Adjustments Payments MRN EPG Media Assets Strictly Confidential Scheduler Jobs Invoice Provisioning Request Provisioning Response Statements Auto expiry Event Action Processor Middleware Notifications Push Pull Interactive Inventory Management Organization & Hierarchy MRN GRN Items & Details Supplier Information Item History Self Care Portal Profile Additional Plan Statements Online Payments Upgrade Promotions Tickets & Status
  • 12. PACKAGE PRICING Strictly Confidential
  • 13. Subscriber 360 Degree View Strictly Confidential
  • 14. Customer PayType Details Strictly Confidential
  • 15. Actionable & Additional Info for a Active Contract Strictly Confidential
  • 16. Actionable Items for a Disconnected Contract Strictly Confidential
  • 17. Customer Device Sale Strictly Confidential
  • 18. Service Ticket Registration Strictly Confidential
  • 19. Ticket Monitoring •Open: Displays the list of tickets which are still open. •Working: Display the list of service tickets which are attended by the service team. •Assigned: Displays the list of tickets which are Assigned to the service engineer to attend. •Overdue: Displays the list of tickets which are pending for long time. •Closed: Displays the list of service tickets which are attended & closed. Strictly Confidential
  • 20. Inventory & Logistics Management •Goods Requisition Note: This can be when the HO raises a PO towards the purchase of hardware items. •Material Request Note: This process is used to request stock across offices or Stock points. •Supplier: For defining the support information. Strictly Confidential
  • 22. Customer Sign-up & Registration Process Strictly Confidential
  • 23. Customer Self Payment Check-out Process Strictly Confidential
  • 24. Bulk Upload Process Strictly Confidential
  • 25. Scheduler Job Process Strictly Confidential
  • 26. Payment Gateway Transactions Monitoring Strictly Confidential
  • 27. DashBoard & Reporting Strictly Confidential
  • 28. DashBoard & Reporting Strictly Confidential
  • 29. Integrations 1 Strictly Confidential • Flexible and seamless integrations 2 • Synchronous and asynchronous communications 3 • Ecosystem [Any third party application / provisioning system] 4 • Financial [Any financial accounting system] 5 • Payment Gateway [Any payment gateway system]
  • 30. Ticket Tracking 1 Strictly Confidential • Precise issue coordination and tracking system 2 • Candid ticket ownership and resolution duration 3 • Clear categorization, prioritization and status 4 • Auto escalation and re-opening of closed tickets 5 •Workflow for auto escalation
  • 31. Business Analytics 1 Strictly Confidential • Addendum to regular reporting 2 • Applicable across various report categories 3 • Analyse report data in multiple dimensions and aspects 4 • User friendly drag-drop features for dynamic report generation 5 • Help support providing inputs for strategic business decisions
  • 32. Dashboard 1 Strictly Confidential • Data concise using various types of charts 2 • Simple to configure and customize 3 • Trends on selected data combinations 4 • Support strategic business decisions 5 • Role based information display
  • 33. THANK YOU! Team - Open Billing System info@ openbillingsystem.com www.openbillingsystem.com