---
title: "Implementing a New Billing System"
description: "Avoid billing system chaos. Learn the 7-step implementation plan from Tidelift & Grow.com. Watch the replay + download the vendor checklist."
url: "https://ordwaylabs.com/resources/webinar-replay/implementing-a-new-billing-system/"
type: "Post"
publisher: "Ordway"
language: "en-US"
published: "2022-01-28T02:38:28+00:00"
updated: "2025-10-17T13:05:49+00:00"
author: "Steve Keifer"
categories:
  - "Billing"
  - "Webinar Replay"
---

# Implementing a New Billing System

## Featuring Case Studies from [Tidelift](https://www.tidelift.com) and [Grow.com](https://www.grow.com)

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*

[Play Video](https://vimeo.com/667263582)![video preview](/wp-content/uploads/2022/01/Implementing-New-Billing-System-Part1-Billing-App-Features.jpeg)

*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 Weisberg](/wp-content/uploads/2022/01/brian-weisberg-tidelift-finance-head-150x150-1.jpg)Brian Weisberg**
*Head of Finance and Business Operations at Tidelift*

[Play Video](https://vimeo.com/667274822)![video preview](/wp-content/uploads/2022/01/Implementing-New-Billing-System-Part2-Vendor-Selection.jpeg)

*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 Voorhis](/wp-content/uploads/2022/01/ryan-voorhis-grow-com-coo-150x150-1.jpg)Ryan Voorhis**
*COO of Grow.com*

[Play Video](https://vimeo.com/667262267)![video preview](/wp-content/uploads/2022/01/Implementing-New-Billing-System-Part3-Implementation-Considerations.jpeg)

*Length – 13 Minutes*

## About Ordway

Ordway is an all-in-one billing and revenue automation platform for growing B2B SaaS companies, typically from post-Series A to pre-IPO. It combines [Subscription Invoicing](/products/subscription-invoicing-software/), [Recurring Billing](/products/recurring-billing-software/), [Metered Billing](/products/metered-billing-software/), [SaaS Billing](/lp/ordway-saas-billing/), [SaaS Accounting](/products/saas-accounting-software/) and [AI-Powered Revenue Management](/products/ai-powered-revenue-management/) to automate complex pricing models, streamline revenue recognition and accelerate the financial close.