Quote to Revenue Process
The quote to revenue process has this many functions?
7
6
Guiding on the implementation approach and participating in design workshops are primary responsibilities of this person
Implementation Lead
There are how many maven motions?
Identifying what products & editions (Billing, Revenue, add-ons, etc.) are being sold is part of this criteria when scoping
Technical Entry Criteria
Manage rating and charge calculations for all customer charges. Automate recurring and usage-based billing activity and documents to drive efficiency and ensure accurate, timely invoices. This is what function of the quote to revenue process?
Rating to Billing
This phase includes key activities like assembling implementation team, collaborating with customer on the engagement model
Inception/Vision
These scorecards help grade solution design, establish transparency between implementation partners/customers go-live readiness and highlight risk in designs/gaps in value realization
ARA (architecture readiness assessment) scorecards
A company that already has a Subscription Billing System in place, either a home grown system, a lesser billing system, or an industry specific solution falls into this maven motion
Billing System Modernization
This approach helps implementations with prioritizing/focusing on objectives that provide the highest value to the customer and defining the customer’s deployment strategy and implementation approach
Phasing
Report on and analyze key subscription, collections & revenue data and metrics to drive decisions for the business - this is which function of the quote to revenue process?
Record to Report
This phase has 2 goals: 1) migrate configuration changes across various environments, 2) document configuration settings
Build Phase
These workshops as part of the build phase produce 3 deliverables: Requirements traceability matrix (RTM), Functional design documents (FDD), Technical design document (TDD)
Some of the goals of this maven motion include onboarding new revenue streams, scaling end to end business processes, and modernizing IT architecture
Order to Revenue Transformation
True or False - Scoping can be completed in one call
False
Scoping considerations for this quote to revenue process include subscription changes and payment method capture
This plan includes defect tracking and resolution processes, as well as, expected results and success criteria
Test Plan
These types of bill runs allow you to ensure migrated data is not included in future billings
Catch Up Bill Runs
Benefits of Phasing for this Maven Motion include: Decrease risk by rolling out systems in controlled fashion where dual billing systems are used for a short period of time
Billing System Modernization
Zuora GS and partner resources work alongside one another in this type of engagement
Partner Prime
Scoping considerations include POBs, SSPs for this quote to revenue process function?
Revenue Recognition to Finance
This phase includes key activities like Post go-live support and transitions from GS to the support/csm teams
Succeed
The main deliverable of the deploy phase is this finalized deck?
Go-Live Review deck
True or False - Customers w/ new implementations automatically fall into the Launch motion
False
This individual aligns on opportunity entry criteria prior to scoping
Account Executive