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Featuring Case Studies from Tidelift and

Thinking about upgrading or implementing a new billing system? Get a head start on your planning in this educational webinar featuring real-world case studies of successful billing implementations completed.

Originally Recorded November 2021

Part 1

Key Features of a Billing Application

Explains the core features of a recurring billing application as well as how it interacts with the CRM, ERP and other key business applications.

  • Rating Engine and Pricing Models
  • Prorations and Mid Contract Changes
  • Taxes and Multiple Currencies
  • Dunning and Customer Communications
  • Invoice Design and Presentment

Sameer Gulati
CEO and Founder of Ordway

Length – 14 Minutes

Part 2

Vendor Selection for Billing

Outlines a five phased approach for selecting the best billing vendor to support the current needs and future growth of your company.

  • Defining Requirements and Use Cases
  • Demo, Proof of Concept, Reference Checks
  • Revenue Reporting and KPI Dashboards
  • Implementation and Customer Support

Brian WeisbergBrian Weisberg
Head of Finance and Business Operations at Tidelift

Length – 12 Minutes

Part 3

Implementation Success Strategies

Lessons learned from implementation of three different billing systems as well as success strategies for migration and cutover.

  • Integration with CRM and Product
  • Transitioning Payment Processing
  • Parallel Run and Migration Strategies
  • Forecasting Cash Flows

Ryan VoorhisRyan Voorhis
COO of

Length – 13 Minutes