This is a presentation from TRACTBilling.com about overcoming the challenges of implementing activity-based and usage-based subscription billing models. This presentation was developed for ISVs and SaaS Providers. TRACT from Transverse, is the ONLY all-in-one activity, rating and subscription billing platform for creating new sources of dynamic revenue. TRACT’s complete billing, subscription, activity, rating, invoicing and payment platform is tightly integrated with most CRM and ERP/GL applications and includes hundreds of price levers that can be configured, combined and adjusted to rapidly launch and monetize any billing plan. Put TRACT to the test. If it can be metered or measured, TRACT can bill for it. www.tractbilling.com

1. Understanding the Challenges
of Implementing Transaction
(Activity)-Based Billing
powered by
Billing and Dynamic Revenue Management

2. Billing 3.0: Now we can
see our customers’
activities in real-time.
powered by
Billing and Dynamic Revenue Management

3. MY BUSINESS IS MORE
I NEED MORE STABLE
THAN SUBSCRIPTIONS
REVENUE STREAMS
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -" -------------------------------------------
I measure and charge my customers My revenue stream based on
based on how they use my products and subscriptions alone have stalled
services.
and are being cannabalized.
I M LOSING CUSTOMERS TO
MY BILLING IS
MY COMPETITION- - - - - - - - - - - - - - - - - - - - - - - TOO COMPLEX
My competitors have
-------------------- -------------------------------------------
the ability to be more creative with their Trying to bill based on activities to keep
revenue stream and move more quickly up with my competitors forces me to
than I can.
use my current system inefficiently.
MY BILLING PROCESS
IS ERROR PRONE
-------------------------------------------
My billing complexities forces manual
entry, causing room for errors and lost
revenue.

4. Increase your bottom line, in REAL-TIME.
Activities allows you to create new revenue
streams and identify critical market trends, all
in real-time.

5. Activity-Based Billing Processes
powered by
Billing and Dynamic Revenue Management

6. The Four Elements of Activity-Based Billing
personalization
entitlements
complexity
activity
management
subscriptions
revenue opportunities
powered by
Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
V1.1

7. Order-to-Cash & Activity-to-Cash Processes
Activity-Based Billing
Order Activity!
Handling! Management!
Rating &!
Collections! Fulfillment! Collections!
order
activity
Charging!
to cash
to cash
Payment!
Billing &! Payment! Billing &!
Processing!
Invoicing! Processing! Invoicing!
analytics
powered by
Proprietary and confidential. Do not disclose. ©2012 Transverse LLC
V1.1

8. Activity-to-Cash Process
Activity Management"
- Entitlements- Advice of charge"
- Access Eligibility- Check Balance
Collections- Late Payment Fees
& Penalties- Suspend Service/ Rating & Charging"
Account- Age Account Balances- Activity! - Receive Event(s)- Void/Reverse Event"
Perform Actions- Post G/L Management! - Rate Event- Update Allowances"
Transactions- G/L Aggregation
- Update Pending Charges
Rating &!
Fulfillment! Collections! Charging!
activity
Payment Processing"
- Update Pre/PIA Balances" to cash
- Vouchers- Lock box files"
- Manual Payments" Billing & Invoicing"
- Auto-payments " - Rerate Activity"
BillingUpdate Balances"
- &! Payment! Billing &! - Mark Events As Invoiced"
Invoicing! Handling
- Retry Processing! Invoicing! - Update Roll Over Allowance

9. Activity-to-Cash Function
Resource Tracking"
- Resource Categories"
- Quarantine Policies"
- Import/Create Resources
Resource! Price Plans"
Tracking! - Activity Charging Rules
Usage Policy" - Reference Tables"
- Allowances- Roll Over Policy" Price! - Rate Tables"
Usage!
- Override/Append
Plans! - Complex Usage Rules (xlsx)
Policy!
Customer! Billing!
Customer Care" Care! Management! Billing Management"
- Manage Balances- Service Credits" - Bill Runs- Verification & Approval"
- Service Inquiry / Change / Renewal
- Invoice Distribution- Invoice Templates
Payment!
Management!
Payment Management"
- Payment Gateways- Payment Terms"
- Late Payment Fee Rules- Error & Retry Handling

10. {
}
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

11. Questions?
Telephone: 512.279.3119
sales@gotransverse.com
powered by
Billing and Dynamic Revenue Management