Blogs

Case Study: How an Energy Service Provider Eliminated Data Loss and Improved Period Close

By Jaisimha Vakati posted 17 hours ago
Managed Solutions Case Study Industry: Energy Services Solution: Zuora Managed Solutions The Challenge An energy service provider was experiencing recurring data loss caused by frequent Revenue Sync failures. Each failure required time consuming investigation and manual corrections, which slowed the period end close process and increased operational risk. The organization needed a dependable way to prevent data incidents and reduce the effort required to complete each close cycle. The Solution Zuora Managed Solutions partnered with the provider to stabilize and safeguard their revenue processes. The team delivered: Continuous monitoring ...

Case Study: How an Automotive Manufacturer Improved Payment Performance with Proactive Monitoring

By Mike Glover posted 4 days ago
Managed Solutions Case Study Industry: Automotive Solution: Zuora Managed Solutions The Challenge A major automotive manufacturer was experiencing ongoing performance degradation and system failures that went undetected for long periods of time. These issues directly affected customer payment activity and created a poor business experience. The organization needed earlier visibility into system problems and a way to prevent payment disruptions before they impacted customers. The Solution Zuora Managed Solutions designed and implemented a set of targeted monitors and alerts focused on the customer’s most critical payment processes. The team delivered: ...

Case Study: How a Technology Company Streamlined Pricing Management with Automated Workflows

By Paul Thurman posted 4 days ago
Managed Solutions Case Study Industry: Technology Solution: Zuora Managed Solutions The Challenge A technology company was facing recurring issues with its Boomi integration, which directly impacted pricing management within Zuora. Incorrect or inconsistent pricing data created subscription inaccuracies that required manual review and frequent corrective work. The organization needed a reliable way to adjust pricing efficiently and resolve subscription errors without ongoing operational strain. The Solution Zuora Managed Solutions analyzed the integration challenges and created targeted automation to address them. The team delivered two purpose ...

Case Study: How a Subscription Business Improved Payment Success with Automated Retry Logic

By Arundeep Thota posted 4 days ago
Managed Solutions Case Study Industry: Subscription Services Solution: Zuora Managed Solutions The Challenge A subscription business was experiencing persistent issues with its payment related workflows that ran through Configurable Payment Retry. The workflows delivered a low payment success rate and required frequent manual intervention from the Zuora administrator. The organization needed clearer insight into failure patterns and a more automated approach that would increase successful transactions while reducing operational effort. The Solution Zuora Managed Solutions conducted a detailed analysis of payment failures to identify the conditions ...

Case Study: How a Manufacturing Organization Recovered Lost Revenue Through Payment Retry Optimization

By Shone Thomas posted 4 days ago
Managed Solutions Case Study Industry: Manufacturing Solution: Zuora Managed Solutions The Challenge A manufacturing organization was unknowingly accumulating a large volume of uncollected invoices. These balances continued to grow over time without clear visibility into the root cause. The business needed insight into why payments were not being collected and a reliable process to prevent future revenue leakage. The Solution Zuora Managed Solutions conducted an investigation into the customer’s payment activity and discovered that several payment retries were not being processed. The team took targeted corrective actions: Identified ...

Case Study: How an Automotive Manufacturer Scaled Feature Updates to Millions of Customers

By Shone Thomas posted 4 days ago
Managed Solutions Industry: Automotive Solution: Zuora Managed Solutions The Challenge A major automotive manufacturer needed to deliver frequent feature updates (new offerings such as off-road package and more to existing subscriptions) to large segments of its customer base. The existing process was highly manual and time consuming, which made it difficult to execute updates at scale and slowed the rollout of new offerings. The organization needed an automated, repeatable process that could support high volume subscription changes without operational strain. The Solution Zuora Managed Solutions designed and implemented automation to streamline ...

Case Study: How a Robotics Company Restored Balance Sheet Accuracy

By Jaisimha Vakati posted 4 days ago
Managed Solutions Case Study Industry: Robotics Solution: Zuora Managed Solutions The Challenge A robotics company using Zuora encountered significant issues with its balance sheet. Many entries were incorrect, which forced the team to perform manual adjustments to correct numbers. This created extra work, introduced risk, and slowed financial reporting. The organization needed a clear understanding of the root cause and a permanent fix that would eliminate recurring errors. The Solution Zuora Managed Solutions conducted a deep investigation into the source of the corrupted data. The team discovered that the issue stemmed from how data ...

Case Study: How a Data Security Organization Restored Accurate Revenue Recognition

By Jaisimha Vakati posted 4 days ago
Managed Solutions Case Study Industry: Data Security Solution: Zuora Managed Solutions The Challenge A data security organization was unable to recognize revenue accurately because nearly every transaction failed during revenue processing. The root cause was unclear, and the team lacked the visibility needed to diagnose the issue. This created delays, uncertainty, and risk in their financial reporting. The organization needed expert investigation and a sustainable fix that would restore accuracy and prevent future failures. The Solution Zuora Managed Solutions conducted a detailed analysis to identify the cause of the errors. The team discovered ...

Case Study: How an AI Technology Company Shortened Its Close Cycle with Expert Operational Support

By Jaisimha Vakati posted 4 days ago
Managed Solutions Case Study Industry: Artificial Intelligence Solution: Zuora Managed Solutions The Challenge A technology company in the AI sector was facing major operational challenges due to limited product knowledge. The team struggled with data issues, unclear configurations, and repeated difficulties during period end close. Closing the books became a slow and burdensome process, and the organization continued to rely on Global Services even after project completion. The company needed consistent expertise to stabilize its environment and reduce ongoing friction. The Solution Zuora Managed Solutions evaluated the root causes and partnered ...

Case Study: How a Research Organization Gained Stability Through Customization Support

By Jaisimha Vakati posted 4 days ago
Managed Solutions Case Study Industry: Research Solution: Zuora Managed Solutions The Challenge After several years of building and extending its revenue environment, a major research organization was preparing to enter production with a system that required extensive maintenance. Numerous customizations demanded regular attention, including performance improvements, process tuning, and bug fixes. Some custom jobs ran for more than 24 hours and produced recurring issues and warnings, which created risk and slowed overall operations. The organization needed a dependable way to support and stabilize its highly customized environment. The Solution Zuora ...

Case Study: How a Global Manufacturer Accelerated Month End Close with Zuora Managed Solutions

By Jaisimha Vakati posted 4 days ago
Managed Solutions Case Study Industry: Automotive Solution: Zuora Managed Solutions The Challenge A major automotive manufacturer faced long and unpredictable month end close cycles. The process regularly took more than eight days to complete, and multiple support tickets surfaced each month as teams struggled to reconcile data and complete required steps. The organization needed a faster, more reliable close process supported by automation and consistent operational oversight. The Solution Zuora Managed Solutions partnered with the customer to streamline and stabilize core financial processes. The team delivered improvements that included: Enhancements ...

Case Study: How an Education Technology Provider Stabilized Operations with Zuora Managed Solutions

By Jaisimha Vakati posted 4 days ago
Managed Solutions Case Study Industry: Education Technology Solution: Zuora Managed Solutions An education technology provider was facing significant operational disruption due to staff turnover. New team members lacked experience with Zuora, which led to confusion, recurring questions, and growing frustration. Frequent escalations slowed progress and created uncertainty in day to day billing and payment activities. The organization needed expert guidance, issue resolution, and a more structured operational foundation to restore stability. The Solution Zuora Managed Solutions partnered with the provider to bring clarity, structure, and automation into ...

Case Study: How a Major Automotive Manufacturer Reduced Payment Failures by More Than 50 Percent

By Shone Thomas posted 14 days ago
Managed Solutions Case Study Industry: Automotive Solution: Zuora Managed Solutions The Challenge A major automotive manufacturer was experiencing a persistent rise in failed customer payments. Failure rates averaged 13.45 percent over several months, which created uncertainty in revenue collection and increased operational workload. Each failed transaction required investigation and manual follow up, which slowed cash flow and introduced friction into the customer experience. The company needed a data driven approach to identify the causes of payment failures and a long term solution that would stabilize performance and reduce avoidable ...

Case Study: How a Major Automotive Manufacturer Recovered over $14M with Automated Payment Retries

By Ashish Kaul posted 14 days ago
Managed Solutions Case Study Industry: Automotive Solution: Zuora Managed Solutions The Challenge A major automotive manufacturer was facing a high volume of failed customer payments. Each failed payment required a manual review and a phone call to retry the payment, consuming significant time and resources. This manual process created operational inefficiencies, delayed revenue collection, and led to customer frustration due to repeated payment requests and follow-ups. The company needed a scalable, automated solution to reduce payment failures, eliminate manual intervention, and improve both cash flow and the customer experience. The ...

From Chaos to Control: How to Achieve a Faster, More Predictable Close

By Jaisimha Vakati posted 14 days ago
If you’re part of a finance team, you know the story all too well: the month or quarter ends, and suddenly it’s a race against the clock to close the books. The pressure builds, last-minute issues appear, and what should be a structured process turns into a scramble. But what if you could replace that chaos with a calm, predictable strategy? In our latest session, we explored how Zuora Managed Services helps finance teams move from firefighting to full control, achieving faster and more reliable closes. 1. Turn Silent System Failures into Non-Events One of the most common culprits behind a chaotic close is invisible system failure. Background ...

サブスクリプション成長の鍵：プロダクトカタログ最適化とは

By Naoaki Takahashi posted 01-19-2026
サブスクリプションビジネスでは、「一度きりの取引」ではなく「長期的な関係性」から価値が生まれます。しかし、多くの B2B 企業の Order to Revenue（OTR）プロセスやプロダクトカタログは、いまだに単発取引前提で設計されており、成長のブレーキになっていることがあります。 Zuora のシンクタンク Subscribed Institute は McKinsey & Company と共同で、サブスクリプション企業のベンチマークデータを分析し、 成長企業に共通するプロダクトカタログ（オファリングアーキテクチャ）の設計 を整理しました。 英語版レポートはこちらです： Product Catalog Optimization - Zuora なぜプロダクトカタログ最適化が重要か サブスクリプションが拡大すると、次のような課題が生じがちです。 プランやオプションが増えすぎて、営業もお客様も分かりにくい 割引や特例対応が積み重なり、収益性やパフォーマンスが見えづらい 新しい価格モデル（ユースベース・成果連動など）を試したくても、既存の設計が足かせになる この結果、 売りやすいが利益率の低いプランに偏る 「どのオファリングが本当に成長を生んでいるのか」が見えない 価格・パッケージ戦略を機動的に変えられない ...

Connecting Docs, Support, and Training: Zuora's Evolving AI-First Help Experience

By Kathy Clemens posted 12-12-2025
Zuora’s commitment to your success goes beyond the product, and includes the help resources and support you experience. In this Table Talk, we’ll update you about different ways we have been working to improve the customer experience through faster support resolutions, clearer reference materials and guidance, and easier access to learning materials. You’ll also get an inside look at what’s coming next to help your teams get answers and upskill faster. On December 10, 2025, the Zuora Community hosted a Table Talk focused on how Zuora is evolving its self-service help and support experience. The session featured the latest updates with Product Help and Education ...

Unlock the Power of the Zuora Community

By Lana Lee posted 11-04-2025
The October 29, 2025 Table Talk, Unlock the Power of the Zuora Community , explored how to make the most of the Community to stay informed, connect with peers, and influence Zuora’s roadmap. The session featured insights from product, release, and platform experts who walked attendees through key Community tools and upcoming enhancements. Check out the presentation Community Resource Library Watch to learn more The Community Resource Library is the central hub for expert-created content available only in the Zuora Community. It includes: Best Practice Checklists with step-by-step guidance Tool Tips offering short, expert-led ...

Master the Subscription Lifecycle: Best Practices for Zuora APIs

By Richard Sawey posted 10-22-2025
In this Developer Table Talk, we focused on mastering the APIs for the Subscription Lifecycle where we addressed common pain points and provided best practices for developers building and maintaining integrations with Zuora. The Problem: Complexity and Confusion The session was built around feedback from our partner community indicating confusion regarding best practices for the subscription lifecycle. Developers often struggle with overlapping API functionality and complexity, leading to lost productivity. Key developer struggles include: API Selection: Knowing which API to use and when for specific steps. Request ...

Connecting Dots with Docs: Your Guide to Zuora's New Documentation Portal and Help Experience

By Kathy Clemens posted 09-02-2025
In a recent Community Table Talk, we shared a look at the future of Zuora's product documentation and support experience. We previewed a new documentation portal and discussed upcoming improvements to our self-service help options . View the presentation A New Docs Portal Is Coming Soon The biggest news from the session is that the Knowledge Center is being replaced by a new, modernized documentation portal . This new site, located at docs.zuora.com , is set to launch in October 2025. Here’s what you can look forward to with the new portal : Refreshed Look and Feel: The new site will offer a cleaner, more intuitive user interface. Easier ...