The document outlines the features and capabilities of the Open Billing System (OBS), a recurring billing and CRM platform designed for effective business performance management. It describes the target market, core and strategic features, business process flows, and includes detailed information on user management, invoicing, and ticket tracking functionalities. The platform aims to provide seamless integrations, automated processes, and scalable solutions for diverse billing scenarios.

1. Recurring Billing & CRM Platform
www.openbillingsystem.com
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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
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3. Problem Statement
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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
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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
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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
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7. Business Process Flow
Users
Admin
Supervisor
Data Entry
Operator(s)
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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
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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
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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
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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

11. SERVICE PACKAGING
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12. PACKAGE PRICING
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13. Subscriber 360 Degree View
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14. Customer PayType Details
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15. Actionable & Additional Info for
a Active Contract
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16. Actionable Items for a Disconnected
Contract
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17. Customer Device Sale
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18. Service Ticket Registration
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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.
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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.
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21. Reseller Management
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22. Customer Sign-up & Registration
Process
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23. Customer Self Payment
Check-out Process
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24. Bulk Upload Process
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25. Scheduler Job Process
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26. Payment Gateway Transactions Monitoring
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27. DashBoard & Reporting
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28. DashBoard & Reporting
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29. Integrations
1
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• 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
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• 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
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• 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
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• 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