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Billing Solutions for Hosting

Billing Solutions for Hosting. Douglas Johnson, SWsoft Product Marketing Director Wednesday, May 9, 2007. How Tough Can it Be?. Customer orders service for $10/month - just use a spreadsheet Customer joins mid-month Customer requests a refund

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Billing Solutions for Hosting

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  1. Billing Solutions for Hosting Douglas Johnson, SWsoft Product Marketing Director Wednesday, May 9, 2007

  2. How Tough Can it Be? • Customer orders service for $10/month - just use a spreadsheet • Customer joins mid-month • Customer requests a refund • Marketing wants to run a promotion – 10% off if enrolling before 30 days • Accounting reminds us that we need to charge tax • Customer pays late – finance charge applied IF (today = customer_bill_period) THEN Create_Invoice; Create_Invoice { Invoice_Item = Service_Item_Charge_Amt; } Calculate_Finance_Charge { IF (Overdue_Balance > 90 days) Determine_Finance_Chrage_Amt; IF (Good_Customer); } Pro_Rate_Invoice(); Pro_Rate_Charge { Invoice_Item.Charge_Amt = Invoice * (days_of_service / 30); } Calculate_Tax { IF (Tax_Zone in Zone_Array) Determine_Tax_Amount; IF (Pro_Rate)?; IF (Apply Credit); } Calculate_Refund { IF (Refund_Allowed) Invoice_Item.Refund_Amt = Pro_Rate_Charge; } Calculate_Discount { IF (Promotion_Code_Valid) Invoice_Item.Charge_Amt *= Discount_Amt; Pro_Rate?} Billing Solutions for Hosting Providers

  3. Billing Challenges • Deployment of new services • Have billing issues delayed the launch of a new service? • Flexible pricing and promotions • Can you respond to market changes in 1 day? • Integration with multiple systems • Do you have legacy systems which you want to retain or new services which run on unique platforms? • Customized workflow and internal controls • Do you have internal controls required by legislation for you and your customers? • Online account management • Can customers manage their account and payments online? • Automated renewals and service messages • Can you improve customer retention and revenue per customer? Billing Solutions for Hosting Providers

  4. What is a Business Support System? • A business support system automates and integrates all aspects of service delivery through a web-based storefront and management control panels. • Both PEM and HSPcomplete provide a full set of bundled functionality. BSS Features • Storefront • Order Processing • Workflow • Service Plan Management • Discounts, Promotions • E-Commerce • Reseller Support • Trouble Ticketing • Fraud Screening • API and SDK Billing Solutions for Hosting Providers

  5. SOAP SOAP SOAP Billing Manager Core Services SOAP Billing can be a Central Point for Your Operations • Your BSS ties together your other support systems. • For each process decide to use BSS functionality or build an interface to an external system Reseller Control Panel Online Storefront Customer Control Panel Plesk Provisioning System Virtuozzo Trouble Ticketing System Ecommerce Marketing CRM Support Billing Reseller Accounting System Custom Application Domain Registrar In-House System Payment Gateway 3rd Party Application Billing Solutions for Hosting Providers

  6. Domain Registration Gate Payment Gate Overview of PEM.Billing Architecture PEM.Billing Core Service Gates (~10) Plug-Ins (~30) PEM Gate Order Processing Workflow Engine OpenSRS API Taxation & Payments OpenSRS GoDaddy API E-Commerce GoDaddy Notifications Authorize.Net API Authorize.Net PaymentTech API Reporting PaymentTech Promos & Discounts Manually Provisioned Items Gate Service Plan Manager Billing Solutions for Hosting Providers

  7. PEM.Billing Components • PEM.Billing delivers a solution that can be integrated and customized according to service provider needs. * Pre-integrated plug-ins available to interface with external systems Billing Solutions for Hosting Providers

  8. Multiple Service Offerings • Domain Registration • Shared Hosting Plans • Virtual Private Servers • Dedicated Servers • Application Hosting • DSL and Cable • VoIP and IM • Provider defined plans Resource Based Billing • Disk space • Mailboxes • Bandwidth • Domains • Applications • Services • Provider defined resources Open Interfaces • Payment gateways • Domain registrars • Control panels • Internal systems • Third party systems • Provider defined interfaces PEM.Billing Hosting Provider Features • PEM.Billing supports hosted services: Billing Solutions for Hosting Providers

  9. Feature Highlight - Multiple Levels of Control Panels • Service Provider • Develop service plans for resellers and end users • Online marketing of promotions • View system-wide sales and usage reports • Resellers • Multiple levels of sub-resellers • Customized branding • Unique service plans • End Users • Upgrade from control panel • Pay bills, view invoices • Submit trouble tickets Billing Solutions for Hosting Providers

  10. Order Placed FraudScreening Success No Yes Mark OrderAs Fraud Charge Credit Card Put Order On Hold Provision Services Feature Highlight - Workflow Builder • Configure the workflow to fit the provider’s operations • Flow can include automatic and manual steps • Billing Manager is shipped with few pre-defined workflows Billing Solutions for Hosting Providers

  11. Customized Communications • Insert customer communications into your workflow • Re-brand email and customer notifications • Retain a copy of all customer communications • Notify via HTML, text, PDF, or SMS (using third-party gateways) Bandwidth usage warning – HTML version Order Accepted High Bandwidth Usage Notify Customer (email) Notify Customer (email) Manual Process Complete Automated Process Complete Billing Solutions for Hosting Providers

  12. Add Hosting Plan Add Resources Add Domain Name Collect Payment Data Feature Highlight – Web Store • Customize your web store • Look and feel • Ordering sequence Billing Solutions for Hosting Providers

  13. Feature Highlight – Ancillary Services • PEM Billing Manager can be expanded to bill services not traditionally offered by hosting providers Billing Solutions for Hosting Providers

  14. Feature Highlight – Robust Reporting • Drill down reports for service providers and resellers Billing Solutions for Hosting Providers

  15. Payment Gate Feature Highlight – Payment Gateways • Real-time Payment Processing • Modes of operation: pre-authorization only, authorization and capture • SDK (future) delivers rapid integration • Rapidly add new payment gateways and connect to external systems • Reconciliation support • Verify cash billed against cash in account • Direct Debit and GIRO Support • Supports integration with bank systems for direct debit, GIRO Billing Manger Core Authorize.Net Authorize.Net API PaymentTech PaymentTech API Billing Solutions for Hosting Providers

  16. Feature Highlight – Fraud Screening • Score based fraud system • Over 20 fraud plug-ins: Black IP, Black email, excessive order amount, originating country, phone numbers, black credit cards, etc. • Configure scores and workflow • Create new filters • Integrate or design your own fraud filters using the SDK (future) Fraud Screening Complete Order Placed Score Too High? No Calculate Fraud Score Yes Reject Order? Approve? Yes No Manual Approval No Yes Reject Order Billing Solutions for Hosting Providers

  17. Competitive Marketplace for Billing Solutions • SWsoft Billing Manger delivers a pre-packaged solution that can be integrated and modified according to service provider needs. * Solutions priced at or below $300/server and install without customization † Solutions which must be customized by a professional services team over a 6+ month deployment schedule Billing Solutions for Hosting Providers

  18. .BILLING 4.1.6 4.1.7 4.2.1 4.2.2 May June July Aug Sep PEM.BILLING 4.1.6 Top Features PEM.BILLING 4.1.7 Top Features PEM.BILLING 4.2.1-2 Top Features • Reseller capabilities • Resell based on fixed margin, not resource consumption • Use provider’s merchant account to charge reseller’s customer • Apply finance charge to reseller for CC processing • Credit limit for resellers • Subscription management • Improved synchronization logic • Install new resources into customer subscriptions • Domain management – support bulk availability request • SDK for creating domains and payment gateway plug-ins • System • Customize menus per reseller • Rich text editor to modify notifications and css/html • Enforce password change on regular basis • Operations • Archive orders on completion • Add internal domain transfer procedure • Service Plans • Promotions and refund improvements • Windows Support • Windows 2003 Server • MS SQL for database • Key administrator support • Direct provisioning of Plesk service plans • OPEN FUSION support • Single sign on support Roadmap - PEM Billing Solutions for Hosting Providers

  19. Questions and Answers Conclusions: • Billing – it’s not as easy as it looks • Billing – you can spend time billing customers or getting new customers • Billing – should not be the deciding factor in whether or not you can launch new services or respond to competive pressures in the marketplace Billing Solutions for Hosting Providers

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