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Subscription Billing Suite
Presented By:
Don Ramsay
Brian Morris
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.
Agenda
SOLUTION
OVERVIEW
SCENARIOS DEMO Q&A
• Who is Binary Stream?
• SBS is composed of ARCB, ARED, & MERA
• Full Microsoft Dynamics coverage
• Horizontal product, but verticals have emerged
Subscription Billing Suite
Software-Specific Scenarios
1. Modifications & Renewals
2. Deferred Service Contracts
3. Volume & Usage
4. Bundling & ASC 606
5. Reporting & Analysis
Creation, Modification &
Renewal
• May originate from CRM or other system
• Very manual process
• Upgrades, or additional licenses
• Evergreen Billing
• Annual Maintenance is critical
• Consulting options
• How is this being tracked/recognized?
• Prepaid Expenses
Deferred Service
Contracts
Volume & Usage
• Tech Support plans
• Charging per GB/TB of storage
• Volume discounts for a certain
number of devices
Bundling & ASC 606
• Do you bundle different
items/services together for a
discount?
• Are you aware of the ASC-606
implications?
Reports & Analysis
• How are you tracking
churn/retention currently?
• Can you easily prove the deferred
revenue balance?
Demo
Q&A
Brian Morris
brian@binarystream.com
604 522 6300 x 103
Don Ramsay
don@binarystream.com
604 522 6300 x 131

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Subscription Billing Suite for Software

Editor's Notes

  1. Contract overview, header/line item frequency, import options, renewal options, customer vs. end-user
  2. 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.
  3. MERA discussion & demo
  4. MRR, new contract reports Deferral Balance, waterfall reports