SAMPLE PROJECT: AGREEMENTS-BASED BILLING

Worked with MetraTechs largest customer on ABB feature design

Customer recently signed $3 million+ contract w/ MetraTech

Vertical: Teleconferencing
A wide variety of complex, rated items

Met regularly to propose the design (wireframes) and receive feedback (onsite and offsite) Worked with MetraTechs chief technical architect

FIRST ITERATION REQUIREMENTS

Subscriber Accounts Agreement (new feature) Product Offering Subscriptions Product Offerings $$$ $$$ $$$ Rates $$$ $$$ $$$

$ $ Displayed $ $ $Agreement $ Rates $ $ $

$ ICB $ Rates $

USER ROLES
Four Basic User Roles:
Product Manager: Creates products and sets rates, knows rates well and the business case behind them. Account Manager: Responsible for retaining customers, may set ICB rates. Not as well acquainted with all product rates, or their business case. CSR: First line customer relationship management. Wants simplified, easy view of rates. May set ICB rates in some cases. Subscriber: Wants simplified view of rates. Also, quick, knowledgeable responses from CSRs.

PROPOSED WORKFLOW

2 TASKS
1. Building a new template from product offerings and RMEs 2. Creating a new agreement from that template

TEMPLATES: GRID VIEW

NEW TEMPLATE

CHOOSING PRODUCT OFFERINGS AND GROUPS

NEW TEMPLATE RATES

2nd Iteration Requirement

CREATE NEW AGREEMENT

CHOOSING TEMPLATE

CREATE NEW AGREEMENT (TEMPLATE ADDED)

NEW AGREEMENT RATE

SUBSCRIBERS VIEW

SAMPLE: HTML

SAMPLE: JQUERY

THANKS!
Questions?