Client Acquisitions Spur Billing & Contracts Consolidation, CPQ Implementation

case study

Client Acquisitions Spur Billing & Contracts Consolidation, CPQ Implementation

CLIENT BACKGROUND

The client is a SaaS company focusing on cloud-based online scheduling and business management solutions for the wellness services industry.

Industry: Software
Services: Business Management & Scheduling

BUSINESS CHALLENGE

  • Acquisitions resulted in multiple legacy Salesforce instances and multiple legacy billing systems (Zuora and Aria 6)
  • Complex Account hierarchies with multiple currencies
  • Difficult and error-prone quoting, pricing, invoicing, amendments
  • Prior business built on evergreen contracts. Price increases were difficult to manage

ATG SOLUTIONS & TOOLS

  • CPQ build allows for complex Account hierarchies and multiple currencies
  • CPQ auto-renewal process allowing for automated annual contract renewal
  • Complex data migration:
    • 5 source systems (two billing, two Salesforce, plus SpringCM Contracts)
    • CPQ Contract & Account Hierarchy alignment
    • Aligning CPQ Contracts to co-termed dates across hierarchy & products.
    • Complex legacy product catalog & migrating to CPQ Bundles
    • Migration to multiple target systems from CPQ, Billing, and Rev Rec (CPQ, Crescendo & Softrax)

RESULTS & IMPACTS

  • Multiple legacy business units aligned to unified Salesforce instance with integrations to Aria Crescendo, Softrax, Internal Application
  • Simple solutions for complex Account hierarchies and billing requirements. Leads to improved reporting opportunities
  • Smoother process for upgrade/downgrade, amendment, and cancellation
  • Increased revenue potential through annual uplift to existing customers through auto-renewal process

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