Billing System Consolidation for a Business Management Software
A Case Study
Industry: Business Software Management
Synthesis Service: Migration and Managed Services
Products: Zuora, Cardconnect
The client is a provider of business management solutions designed to make it easier for entrepreneurs to run and grow their businesses.
The Context & Challenge
- The client made over four acquisitions and had different business units on different billing systems. The goal was to merge all the billing systems into one for a unified order-to-cash system.
- Multiple billing systems were leading to challenges with revenue recognition and calculating metrics such as MRR and ARR to fully understand and report on the health of their business.
- Synthesis migrated and launched their newly acquired pPlatform’s subscription services onto Zuora.
- This included the configuration of their product catalog, chart of accounts, invoice templates, and billing and payment settings.
- Synthesis configured the Cardconnect payment gateway and supported data migration from their legacy system onto Zuora.
- Synthesis executed the project 2X faster to meet the deadline of new product launch
- The client now has real-time reporting for all its products.