Subscription Platform Implementation for a Leader in Security Software

A Case Study

Industry: Automated Security and Compliance Software

Synthesis Service: Subscription Billing Implementation, Managed Services

Products: Zuora, Salesforce

The Client

The client helps companies get enterprise-ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS, and HIPAA compliance. Their product allows companies to get compliant within weeks rather than months and monitors 100+ services, including AWS, GCP, and Azure.

The Context & Challenge

  • The client was experiencing rapid growth and looked to launch a new product offerings to expand its global customer base
  • To reach this initiative, the client purchased Zuora and, with the support of Synthesis, launched and migrated their entire subscription business onto Zuora’s Subscription Management platform
  • The client found its existing monetization solution couldn’t scale with the company’s own pace of innovation. The existing monetization solution offered no flexibility, was error-prone, and required large amounts of manual data entry

The Solution

  • Synthesis implemented Zuora’s Order-to-Cash platform, configuring the client’s core products: SOC2, ISO 27001, HIPAA, multiple charge models, and billing module, which included customer hierarchies and defined revenue recognition rules.
  • Synthesis also implemented and configured Zuora CPQ  integrating with Salesforce to support the building of guided-selling rules, rules engine, and quote flows.

Value Delivered

  • The client has now seen a large improvement in employee efficiency with employees no longer spending hours and hours reconciling data.
  • Additionally, the sales team now has the ability to provide accurate information and quotes to prospective customers, saving time and lowering their risk of error

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