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J2U Solution Design Guides - Maximize Collections

  • 1.  J2U Solution Design Guides - Maximize Collections

    Posted 08-19-2022 11:29
    Edited by Jonathan Brown 09-15-2022 08:11
    As part of the early release of the Journey to Usership Solution Design Guides, we're asking the community to explore the guide for Adopt Usage Pricing linked here and leave feedback in the comments!

    Within this guide, some of our best Solution Architects have compiled design considerations for the following common scenarios:
    • How to decrease the risk a customer will not pay.
    • Ways to offer your customers more payment flexibility.
    • Limiting manual touch points for a more seamless collections process.
    • Fully leveraging invoice template functionality to improve collections.
    • How to maximize your payment success rate.
    • How to monitor and manage payment failures and open balances.

    The authors of these docs will be monitoring this channel and the comments in the docs so they can respond to your feedback as it comes in. Looking forward to seeing what you think!

    What is a Solution Design Guide?

    The Journey to Usership is more than just a framework, it is also a library of helpful contextual knowledge you need to successfully deliver business outcomes with Zuora's products. Part of that library includes what we're calling "Solution Design Guides".

    Aligned to the Journey to Usership Business Initiatives, the intent of each guide is to net out the most critical design considerations for a solution powered by Zuora. Detailed product training may still be needed and the guides try to link to Zuora's Knowledge Center for specific concepts. The intended audience is a "Solution Architect" persona, i.e. someone who has reasonably deep experience designing quote-to-cash solutions and understands the basics of Zuora's products and how they work.

    Jonathan Brown
    Director, Customer Strategy