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
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 2/12
Billing and Dynamic Revenue Managementpowered by
Billing 3.0: Now we can
see our customers’
activities in real-time.
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 3/12
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.
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 4/12
Increase your bottom line, in REAL-TIME.
Activities allows you to create new revenue
streams and identify critical market trends, all
in real-time.
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 5/12
Billing and Dynamic Revenue Managementpowered by
Relationship + Activity (Billing 3.0)Business Model Examples
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 6/12
Billing and Dynamic Revenue Managementpowered by
Activity-Based Billing Processes
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 7/12V1.1Proprietary and confidential . Do not disclose. ©2012 Transverse LLC
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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
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 8/12
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
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 9/12
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
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 10/12
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
8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 11/12
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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8/2/2019 SaaS University Presentation From TRACT on Activity Based Billing for SaaS, ISVs and MSPs from Transverse, makers of www.tractbilling.com
http://slidepdf.com/reader/full/saas-university-presentation-from-tract-on-activity-based-billing-for-saas 12/12
Billing and Dynamic Revenue Managementpowered by
Questions and Thank You.