Automating Subscription Based Business leveraging NetSuite

Case Study | Background

Confidential to Yantra 2

The success of the project was crucial to the company’s a broader sales strategy and plan which depended on a high degree of process efficiency and improved stability to the core product itself. Several key areas were addressed: • Process design for quote-to-cash across all sales channels • De-couple certain foundation data and functions from the product itself to enable

migration to new ERP and Billing platforms • Unification of systems and processes utilizing the new ERP platform (NetSuite) • Product integration with NetSuite Recurring Billing to enable automation of

Order-to-Cash and Provisioning processes • Stop Revenue Leakage and define Revenue Reporting The following pages present Yantra’s overall approach to the project and sample deliverables.

Yantra was engaged by a large Enterprise technology company to re-engineer the Order-to-Cash and Finance processes for a recently acquired subsidiary whose product suite consists of a SaaS-based “synch and share” file management solution. The project charter required the implementation of NetSuite ERP and Recurring Billing Platform, a re-designed Quote-to-Cash process, Re-engineering of the core product to integrate with NetSuite, and the integration of other cloud-based systems (SalesForce, Marketo, and ZenDesk) with NetSuite.

Case Study | Discovery and Scoping

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Cross functional Workshops

1:1

Inputs

People Process

Systems

• Conducted multiple workshops with key stakeholders and business

users

• Conducted multiple 1:1 meetings

• Documented & reviewed pain points across key departments and

systems

• Held future state visioning sessions

• Proof of Concepts and iterative demos

• Technology evaluations: SuiteScripts , SuiteTalk, SuiteFlow, SuiteFlex

etc.

• Provide Recommendations

Discovery

Yantra approaches each project with an initial discovery and scoping phase. Depending upon the complexity, size and availability of client resources this phase can last anywhere between 3 to 10 weeks. This phase consists of multiple workshops, meeting and review sessions to ensure thorough understanding of all relevant business processes and systems

Case Study | Scope

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Customers Products Pricing Install Base

Sales

Pipeline Quoting Booking Subscription

Billing &

Renewals Finance

Order-to-Fulfill Bill-to-Cash

Customer Self-Service Reseller Self-Service Direct Sales Channel Partner

Revenue Trial

Mgmt

Quote-to-Order

Service Offerings

Project Scope included end-to-end review and documentation of as-is processes; design and development of to-be business processes; an evaluation of available technologies; and development of a fully integrated solution

Case Study | Findings

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Each process was deconstructed and analyzed. Pain Points, Recommendations, and Impact were presented in detail for each process area.

Case Study | To-be Processes

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Detailed future state business processes for each product offering were developed with key integration points identified

Case Study | Technology Options

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Each Product Page was analyzed to determine the best technology for integrating with NetSuite and performing the functions necessary to replace existing billing system and remove interdependencies with the product. SuiteBuilder (iFrames), SuiteScripts, and WebServices (SuiteTalk/SOAP, REST) were evaluated:

WebServices SuiteTalk

(SOAP/REST) SuiteScripts

SuiteBuilder (iFrame)

There were a number of technology options related to the NetSuite platform. Yantra evaluated each for fitness of purpose and recommended the appropriate technology for each requirement.

Case Study | Future State

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Our NetSuite Experience

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Yantra has deep expertise in NetSuite and all the ancillary

solutions

Yantra was the first NS Partner to

Implement NetSuite’s Recurring

Billing Solution leveraging API

Integration

Yantra has developed and implemented

NetSuite to SalesForce connector

Yantra has developed and implemented

NetSuite to Marketo connector

Yantra has

implemented various Tax and Payment

gateways

2015 Yantra Won Solution Hackathon and

featured in the Key Note @ Suite world

2016, Yantra was

featured in the Non Profit Key Note @ Suite

World

Our NetSuite Technical Experience

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Integration Data Conversion Analytics

Yantra has extensive experience utilizing Suite Flow, Suite talk, Suite scripts (SOAP/REST) to integrate external applications with NetSuite. Deep expertise with NetSuite Workflows and APIs. Developed and implemented SalesForce and Marketo connectors with NetSuite.

Yantra works with customers to build a conversion strategy that meets their data needs. We have worked with multiple legacy sources including converting data from one NetSuite Instance to another.

Developed an extensive library of custom Dashboards, Standard Reports, and Saved Searches. Deep understanding of NS data elements and analytics required at all levels.

Please direct questions regarding this presentation and proposal to:

Vikram Bhandari

Vice President

C (408) 234 3897| vikram@yantrainc.com

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