SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of

8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com

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Billing and Dynamic Revenue Management

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Understanding the Challenges of Implementing Transaction (Activity)-Based Billing



Billing and Dynamic Revenue Managementpowered by

Billing 3.0: Now we can

see our customers’

activities in real-time.



MY BUSINESS IS MORE THAN SUBSCRIPTIONS- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

I measure and charge my customersbased on how they use my products and

services.

I NEED MORE STABLE REVENUE STREAMS- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

My revenue stream based onsubscriptions alone have stalled and are being cannabalized.

IM LOSING CUSTOMERS TOMY COMPETITION- - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - -My competitors havethe 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 PROCESSIS ERROR PRONE- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

My billing complexities forces manual

entry, causing room for errors and lost

revenue.



Increase your bottom line, in REAL-TIME.

Activities allows you to create new revenue

streams and identify critical market trends, all

in real-time.




Relationship + Activity (Billing 3.0)Business Model Examples




Activity-Based Billing Processes


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The Four Elements of Activity-Based Billing

subscriptions

activity

management

entitlements

personalization

revenue opportunities

c o m p l e

x i t y



Order

Handling

Billing &

Invoicing

Payment

Processing

Fulfillment

Activity

Management

Billing &

InvoicingPayment

Processing

Rating & ChargingCollectionsorder

to cash activity to cash

Collections

Activity-Based Billing

V1.1Proprietary and confidential . Do not disclose. ©2012 Transverse LLC

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Order-to-Cash & Activity-to-Cash Processes

analytics



Billing &

Invoicing

Fulfillment

Activity

Management

Billing &

InvoicingPayment

Processing

Rating &

ChargingCollections

activity to cash

Activity-to-Cash ProcessActivity 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



Activity-to-Cash FunctionResource 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



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

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SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of