Structuring Your Team for Success

If there’s one common theme to this five-part series, it’s that communication and collaboration are cardinal rules for a successful CPQ and Billing transformation. Any transformation that views CPQ and Billing as separate implementation projects…

Migration of Existing Customers

Translating legacy customer data into the new, transformed data model is no small feat. A comprehensive and strategic data migration approach must be developed to ensure invoicing continuity as well as quoting continuity for customers within the deal cycle.

Pricing to Invoicing

The increasing prevalence of subscription and usage revenue models based on factors outside of P * Q have cemented the importance of a well-defined pricing pricing waterfall, providing the ability to quickly identify starting price from prorated, extended totals …

Product & Bundle Design

Welcome to the first stop on the road to clean, error-free invoices that match exactly what was sold: product and bundle structure. Let’s sharpen our claws with part one of this five-part series …

Navigating Account String Changes

In today’s financial environments, organizations rely on integrated systems for accounting and financial reporting. A common setup involves a billing subledger feeding data into an ERP system, typically handling…

Software Trends in the Billing Arena

If you’re reading this viewpoint, you likely have a vested interest in some combination of billing operations, software, and automation. In this discussion, we’ll go deep, be direct, and hopefully broaden your understanding of how software can help (or hurt) your billing transformation goals.