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Implementation Considerations Upgrading to Modern Baseline Zuora Architecture

By Shannon Mobey posted 07-30-2024 10:51

  

@Jo Gray and I hosted a Table Talk session specifically designed for customers - who haven't yet transition to orders and/or invoice settlement - to leverage Zuora's latest features.  Learn how to access essential resources to help guide you through a phased adoption of full orders and invoice settlement using our harmonization options. This approach simplifies your integrations, making the transition smoother and more manageable. 

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Orders Adoption

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  1. Reporting - Report on delta metrics of each order action including MRR, TCB, TCV. Notifications based on standard or custom events. 

  2. Order Management - Support subscription & Non-Subscription items on a single order. Grow revenue by monetizing hybrid offerings.

  3. Ramp Deals - Create a set of time-based periods where products and/or pricing changes out of the box.

  4. Flexible Billing - Manage billing, taxation, and payment on a more granular level other than by Account, streamlining complex customer mgmt.

  5. Invoice Schedules - Customize invoicing dates that do not follow standard billing frequencies, reducing manual activities around custom billing.

  6. Total Monetization - Our latest advanced monetization capabilities are landing on Orders. Charge models like Prepaid Drawdown, Minimum Commitment, etc.


Zuora Orders Object Model

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Zuora Orders Object Model

Benefits of Orders via Harmonization

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S/A APIs and Orders APIs can co-exist 

  • Continue to use S/A APIs integrations and leverage new Orders APIs to create and manage subscriptions

Data conversion is recommended for historic order reporting 

  • Customers should request support to convert historical subscriptions/amendments if they are doing external reporting on the amendment object

Benefits of Orders via Harmonization

Orders Harmonization Self-Service Resources



Invoice Settlement

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  1. Credit and Debit Memos - Adopt widely used mechanism for correcting, adjusting and managing account balances.

  2. Streamlined Solution - Simplify GL integration, accounting, and legal compliance. Enhance downstream integration capabilities.

  3. Unapplied Payments - Enable holistic management of payment and refund application. Increase flexibility and traceability of payment application.

  4. Invoice Item Settlement - Leverage Invoice item-level settlement of balances for payments and credit memo items enabling granular control, reporting, and accounting for AR. 

  5. Automation - Reduce manual operations managing financial transactions that leverage the old object model.

  6. Standardization - Adopt global accounting and audit standards. 

 

Invoice Settlement Harmonization

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Invoice settlement harmonization is not an alternative to Invoice settlement, but rather a customer-controlled, phased approach to get there. Zuora Release 2024.04.R1: Harmonization provides a phased and controlled approach to help you adopt Invoice Settlement using the Invoice Settlement-Invoice Item Adjustment coexistence approach.

Invoice Settlement Harmonization

Invoice Settlement Harmonization Resources

Adoption Considerations: Design and Build

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  1. Plan adoption of Zuora Orders by sales channel:

    • Zuora UI

    • API Integrations

    • Zuora CPQ

  2. Plan adoption of invoice settlement:

    • Billing operations

    • Payment operations

    • Finance reporting

  3. Zuora Configurations - Callout/Notification Updates

  4. Updated/Streamlined standard operating procedures (SOPs)

  5. Upgrading to CPQx (Quote Studio)

  6. Reporting / Data Query Updates (External systems dependent on Amendment information)

  7. Adoption of Orders APIs (from Subscribe/Amend)

  8. Workflow Updates: Workflows interacting with or triggered by amendments

  9. Ramps Deals: Enable Zuora Configurations / Zuora CPQ For the new ramp deals experience

Adoption Considerations: Test and Deploy

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  1. Test Planning (repeatable testing path)

  2. Testing cycles within a recent copy of production data

  3. Overall Training/Enablement (SMEs/End Users)

  4. User Acceptance Test Cases

  5. Deployment plan to production

  6. Post-go live hypercare

Zuora Experts to Help Drive Continuous Adoption 

Zuora is dedicated to supporting your journey towards continuous adoption with two key offerings. Our Professional Services team delivers hands-on assistance, ensuring seamless configuration and integration across various modules like Orders, Invoice Settlement, and Advanced Consumption. Additionally, Zuora's Solution Advisors are here to guide you through best practices and strategic architectural decisions, helping you maximize your investment and maintain system health. Whether streamlining your current setup or adopting new capabilities, we’ve got you covered.

Professional Services provides hands-on execution of the configuration updates needed through cost-effective packages:

  • Orders adoption - Design, configuration and API consulting support for Orders object model adoption

  • Invoice settlement upgrade - Design, configuration and API consulting support for Invoice Settlement object model adoption.

  • Advanced consumption adoption - Design and configuration support for advanced consumption charge model and operational rollout and adoption.

  • General adoption support - Using Zuora CPQ? Need additional API support? More advanced Workflow updates needed? We’re here to help..

Zuora Solution Advisors provide guidance on best practices, solution designs, and architecture to meet business goals:

  • Supporting new business initiatives with guidance on architectural and solution best practices, and prioritization of new releases

  • Maintaining system health with design reviews, documentation, and performance checks and receive design reviews as Zuora evolves. Get regular 1:1 office hours and system reviews for maintenance.

  • Maximizing your ROI for Zuora by adopting the Zuora’s latest features to standardize your architecture and support evolving business needs.

Contact your account representative to learn more about Zuora Professional Services and Solution Advisors.

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