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TimelyBill®
Operations Support System
Billing Software
Solutions for
Tomorrow… Today.
What Is TimelyBill?
• A single-stack OSS solution for communications service providers and
subscription billers:
– Revenue management for VoIP, triple play, quad play or IoT.
– Hosted model delivers best in class billing, at an affordable price.
– Built for any size organization – from start-up, to millions of subscribers.
– New mobile friendly UI design!
TimelyBill Components
• A full suite of tightly integrated components built to work together.
• Each component has an API which enables integration with your existing and
future applications.
• Our new REST Action Configurator provides an easy and effective method to
connect with third-party systems.
• Data Liberation allows downloads throughout the system in 3 file formats:
– PDF, CSV and Excel.
Rating & Billing
Message Detail Rater
• Can rate ANY message transaction:
– Calls, bandwidth, per-use, etc.
• Message data imported via:
– BAF files, flat files, or real-time interfaces.
• Data is stored in a unified data store.
• Rating can occur at predefined schedules (including near real-time).
Rating&Billing
CDR Auditing and Margin Calculator
• Provides a facility for configuring and importing CDR files from upstream
carriers.
– Once this data is in TimelyBill, call margins and call exceptions can be
identified.
– Allows you to easily identify unacceptable call margins and billing errors
from your upstream provider.
Rating&Billing
Invoice Data Generator
• Define an unlimited amount of invoice profiles.
• Each profile can contain:
– Invoice templates, email configuration data, additional images for
insertion and options for automatic transfer to a print facility
– Define and assign invoice cycles and configure late fees.
• Adds custom messages to invoices based on business
rules, customer data, and aging history.
Rating&Billing
Invoice PDF Generator
• Creates PDF versions of customer and partner invoices for:
– Local printing, TimelyPrint*, user portals and/or email transmission.
TimelyPrint is our in-house invoice printing and mail service.
Rating&Billing
Collection Management
• Manages collection accounts with both internal and external capabilities.
– Prevents agents or customers using self sales interfaces to add new
services to an existing collection account.
– Maintains an internal negative file on collection accounts.
– Checks the new account taxpayer ID, street address and partial name
matches against the internal negative file.
– Presents all potential matches to the CSR in order of
likelihood of an exact match.
Rating&Billing
Product Catalog
Gift Card/Code Management
• Management Solution for:
– Gift Cards, pre-paid cards, activation codes, promotion codes.
• Codes can be created internally or imported from third party code providers.
ProductCatalog
Product Catalog
• The back-bone of the TimelyBill system.
• Allows for the definition of all products and packages available:
– Internal and/or external products.
• Convergent catalog allows definition of products across multiple types of
providers including:
– Telephone, VoIP, Cable, Internet, Utilities and General Merchandise.
ProductCatalog
Product Catalog (Continued)
• Advanced functionality allows for categorizing whether products are available
for sale in the TimelyBill GUI, customer web or agent portals.
• Provides advanced pricing definitions for:
– Recurring, non-recurring, cancellation fees, deferred billing, promotion
periods and more.
ProductCatalog
Shipper Interface
• Provides a real-time interface to shippers for the purpose of establishing
accurate shipping quotes.
– Based on customer's location, product weight, number of items, and
shipping method.
• Generates shipping orders, labels and tracks the entire process.
ProductCatalog
Shipper Interface (Continued)
• Provides advanced functionality for online retail sites.
– Facilities can manage and ship orders.
– Protects potential revenue loss due to inaccurate shipping rates.
– Configurable with different markups based on shipper and service.
ProductCatalog
Operations
Data Alarms
• A powerful data monitoring tool providing a flexible system for performing
fraud screening, agent monitoring, and event notification.
– Create data alarms based on a database query.
– Define how the results should be evaluated:
• Records, count, or how often TimelyBill should check for the alarm
condition.
– Select from multiple notification methods on an
individual alarm basis, including:
• Trouble tickets, emails, event log and alarm
summary.
Operations
Employee/User Management
• Organizations can create and manage employee and access group
permissions to provide safe, secure access to the system.
– Allows service providers to integrate TimelyBill permissions into any
custom interfaces within their organizations.
– New permission types can be created at any time.
– As new permission elements are created, you can
immediately assign access, specific functionality, or
even individual fields within TimelyBill.
Operations
Workflow Management
• Automates the initiation and tracking of complex processes.
– Create templates that can be initiated automatically based on an order.
– Include both manual and automated steps.
– Send worker notifications via template based emails.
– Change the provision and billing status of related services.
– Eliminate the possibility of revenue leakage.
– Supports custom fields and user notes.
Operations
Billing & CRM
Billing/CRM
• Handles all of the CRM and Billing related functionality:
– Automatic payment options, billing cycle dates, assigned organizations.
• Efficient one-click “Quick Search” from anywhere in the system by entering a
key piece of data:
– Name, phone number, ESN, barcode.
Billing/CRM
Billing/CRM (Continued)
• Provides visibility and links to all aspects of the customer account:
– General data, contact information, automatic payment data, services,
invoice history, trouble tickets, workflow packages, call detail, payments
and adjustments.
• Assign invoice profiles, PINs, web access, and automated CPNI notifications.
Billing/CRM
Address Validation
• Built-in address validation.
– Validates billing and service addresses using the USPS database.
– Establishes the entire address including the “plus 4” code.
– Maintains database flags to let your organization know which addresses
have or have not been validated.
– Generates Geocodes using the FCC lookup tool.
Billing/CRM
Adjustment/Credit Management
• Allows credits / refunds to a customer account or service.
– Includes advanced features, including the ability to automatically
calculate and apply tax refunds when a service is credited.
– Supports trackable single-click refunds of calls.
– Calculates and applies refund adjustments on pre-paid services that are
terminated early.
Billing/CRM
ACH/Credit Card Processor
• Perform one time ACH and credit card transactions.
• Schedule customers to have their bank account or credit cards processed
automatically, on a recurring basis.
• Utilize TimelyBill’s customer portal to enable customer initiated payments.
• Supports the retrying of failed payment transactions.
Billing/CRM
Common Functionality
• Provides common access to multiple organization configurations, system
customizations and general ledger configuration.
– Allows for multiple independent organizations to be configured and
operated independently in one software instance.
– Allows for advanced implementations required by service bureaus,
ILEC/CLEC combinations, or multi-level marketing (MLM) companies.
Billing/CRM
Order Management
• Provides direct access to order management from inside any customer
account.
– Automates and streamlines order processing.
– Facilitates order-to-cash processing by eliminating bottlenecks,
redundancies and errors.
– “Template builder” utilizes drag-and-drop technology to create custom
data input screens.
– Order screens can be assigned to individual products,
categories and types.
Billing/CRM
Quoting
• Consumes configurable profiles, allowing you to store different templates.
– Templates can be applied to various types of customers or services.
– Quote PDFs are created with the simple click of a button.
– A file history log of PDFs is maintained for a particular quote.
– Calculate taxes directly inside each quote.
– Trigger the automatic creation of services and invoice
generation.
Billing/CRM
Revenue
Payment Management
• Manages all payments and payment reversals.
– Payments can include cash related, automated payments, real-time credit
card, gift cards, ACH and even lock box transactions.
– Supports multiple credit cards and ACH providers at the same time, all
configurable through the user interface.
– Gift codes can be created to post as payments or adjustments.
Revenue
Dunning Management
• TBDunning, TBFraud and TBUsage make up revenue protection system.
– Create business rules on customer's aging information, account data and
current balances.
– Trigger email reminders to customers.
– Create letters for printing.
– Perform automatic provisioning (i.e. suspend services)
– Change account status to collections.
– Write-off accounts.
Revenue
Real-time Fraud Screening
• TBFraud along with TBDunning and TBUsage make up TimelyBill's revenue
protection system.
– Configure business rules to related credit card activity, calling volume and
customer credit limits.
– Configure what actions to trigger when a suspected fraud transaction is
encountered.
– Actions can process payments, suspend services,
restrict web access and send emails.
Revenue
Real-time Usage Monitoring
• TBUsage along with TBDunning and TBFraud make up TimelyBill's revenue
protection system.
– Monitor the usage of your customers.
– Detect any unusual volumes prior to the customer billing cycle.
Revenue
Financial
General Ledger
• Creates electronic double entry ledger records for every financial transaction.
• Export to external financial/accounting systems or as an additional source of
audit data.
• All transaction data is created automatically when a financial transaction
occurs.
Financial
Partner/Distributor and Commissions
• Manages partners, distributors or agents and their commissioning plans.
– Create a hierarchy of partners, associate commissions, residuals and
charge-backs.
– Recover commissions and/or residuals when services are terminated.
– “Re-brand” bulk services when partner organizations are sold to another
partner or merged to a new entity.
– Relate partner accounts to customer accounts and
navigate between.
Financial
Tax Integration/Management
• Allows you to configure your tax strategy:
– Full control over your tax rules (from the GUI).
– Manage your tax data.
– Real-time interaction with many of the third-party tax providers.
• If you choose to manage your own taxes you can easily add new tax records
and surcharges simply through the user interface.
• Simplified method of placing upcoming tax changes in
place to automatically take effect on a specific date.
Financial
Reporting
• Built using SAP Crystal Reports engine on the .NET platform to provide
“canned” and custom reports.
• Easy to use interface.
• New reports can be added at any time by simply uploading them.
• Automatically make the report available and dynamically present the report
parameters.
• Schedule the delivery of reports by email with pre-defined criteria.
Financial
Provisioning
Automated Provisioning
• Provides “true” flow-through provisioning to most hardware you may
implement without the need for a large number of pre-built device
interfaces.
– Provision devices through SQL, Telnet, LDAP, HTTP, FTP, Terminal
Emulation (TL1 type interfaces), email, command line programs and EDI
to ILEC's via a third party provider.
– Build provisioning “plans” to execute up to ten
different provision methods per configuration (i.e.,
activate, suspend, resume and de-provision, etc.).
Provisioning
E911, CNAM and LIDB Management
• Allows users to manage:
– E911, CNAM, LIDB.
• New orders and changes can also initiate an automatic record export to an
external file for delivery to 3rd-party providers.
• Bandwidth integration for real-time updates.
Provisioning
NANPA, Toll Free # Management
• Allows you to pre-load and manage your number inventories.
• Users can search for vanity numbers by digits and letters.
• Numbers can be automatically recycled.
• Bandwidth integration supports real-time number orders.
Provisioning
Binary File Management
• Allows mediation of switch files without having to license a third party
mediation engine.
Provisioning
Support
Customer / Partner Portals
• Self-care portals can work as a stand-alone websites.
– Rapid turn up of all portal options.
– Allow or restrict access via users permissions.
– Process real time payments.
– View/modify customer information.
– Access call detail in near real-time.
Support
Trouble Management
• Enables trouble management and ticketing functions.
• Allow you to configure ticket settings for specific actions:
– Create tickets based on provisioning events
– Send email notifications to the worker or department.
Support
Trouble Management (Continued)
• Link tickets together to manage “global” tickets for wide spread troubles.
• Send email or telephonic replies to customers upon ticket close.
• Your customers can initiate tickets via email or web portal interface.
Support
Messaging Interface
• Used for efficient and reliable customer messaging.
• Send emails to individual customers and/or bulk customer lists.
– Test and send ad-hoc emails:
• Maintenance notifications, new product announcements.
Support
Messaging Interface (Continued)
• Customers can receive emails driven by:
– Account creation, order placement, shipments, invoice generation, past
due balances, and more!
• All email templates can be designed by your organization.
– Consumes either text based or HTML templates.
– Personalize with system variables.
Support
TimelyBill®
Operations Support System
For a Demonstration,
Please Visit:
TimelyBill.com

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Overview of TimelyBill OSS

  • 1. TimelyBill® Operations Support System Billing Software Solutions for Tomorrow… Today.
  • 2. What Is TimelyBill? • A single-stack OSS solution for communications service providers and subscription billers: – Revenue management for VoIP, triple play, quad play or IoT. – Hosted model delivers best in class billing, at an affordable price. – Built for any size organization – from start-up, to millions of subscribers. – New mobile friendly UI design!
  • 3. TimelyBill Components • A full suite of tightly integrated components built to work together. • Each component has an API which enables integration with your existing and future applications. • Our new REST Action Configurator provides an easy and effective method to connect with third-party systems. • Data Liberation allows downloads throughout the system in 3 file formats: – PDF, CSV and Excel.
  • 5. Message Detail Rater • Can rate ANY message transaction: – Calls, bandwidth, per-use, etc. • Message data imported via: – BAF files, flat files, or real-time interfaces. • Data is stored in a unified data store. • Rating can occur at predefined schedules (including near real-time). Rating&Billing
  • 6. CDR Auditing and Margin Calculator • Provides a facility for configuring and importing CDR files from upstream carriers. – Once this data is in TimelyBill, call margins and call exceptions can be identified. – Allows you to easily identify unacceptable call margins and billing errors from your upstream provider. Rating&Billing
  • 7. Invoice Data Generator • Define an unlimited amount of invoice profiles. • Each profile can contain: – Invoice templates, email configuration data, additional images for insertion and options for automatic transfer to a print facility – Define and assign invoice cycles and configure late fees. • Adds custom messages to invoices based on business rules, customer data, and aging history. Rating&Billing
  • 8. Invoice PDF Generator • Creates PDF versions of customer and partner invoices for: – Local printing, TimelyPrint*, user portals and/or email transmission. TimelyPrint is our in-house invoice printing and mail service. Rating&Billing
  • 9. Collection Management • Manages collection accounts with both internal and external capabilities. – Prevents agents or customers using self sales interfaces to add new services to an existing collection account. – Maintains an internal negative file on collection accounts. – Checks the new account taxpayer ID, street address and partial name matches against the internal negative file. – Presents all potential matches to the CSR in order of likelihood of an exact match. Rating&Billing
  • 11. Gift Card/Code Management • Management Solution for: – Gift Cards, pre-paid cards, activation codes, promotion codes. • Codes can be created internally or imported from third party code providers. ProductCatalog
  • 12. Product Catalog • The back-bone of the TimelyBill system. • Allows for the definition of all products and packages available: – Internal and/or external products. • Convergent catalog allows definition of products across multiple types of providers including: – Telephone, VoIP, Cable, Internet, Utilities and General Merchandise. ProductCatalog
  • 13. Product Catalog (Continued) • Advanced functionality allows for categorizing whether products are available for sale in the TimelyBill GUI, customer web or agent portals. • Provides advanced pricing definitions for: – Recurring, non-recurring, cancellation fees, deferred billing, promotion periods and more. ProductCatalog
  • 14. Shipper Interface • Provides a real-time interface to shippers for the purpose of establishing accurate shipping quotes. – Based on customer's location, product weight, number of items, and shipping method. • Generates shipping orders, labels and tracks the entire process. ProductCatalog
  • 15. Shipper Interface (Continued) • Provides advanced functionality for online retail sites. – Facilities can manage and ship orders. – Protects potential revenue loss due to inaccurate shipping rates. – Configurable with different markups based on shipper and service. ProductCatalog
  • 17. Data Alarms • A powerful data monitoring tool providing a flexible system for performing fraud screening, agent monitoring, and event notification. – Create data alarms based on a database query. – Define how the results should be evaluated: • Records, count, or how often TimelyBill should check for the alarm condition. – Select from multiple notification methods on an individual alarm basis, including: • Trouble tickets, emails, event log and alarm summary. Operations
  • 18. Employee/User Management • Organizations can create and manage employee and access group permissions to provide safe, secure access to the system. – Allows service providers to integrate TimelyBill permissions into any custom interfaces within their organizations. – New permission types can be created at any time. – As new permission elements are created, you can immediately assign access, specific functionality, or even individual fields within TimelyBill. Operations
  • 19. Workflow Management • Automates the initiation and tracking of complex processes. – Create templates that can be initiated automatically based on an order. – Include both manual and automated steps. – Send worker notifications via template based emails. – Change the provision and billing status of related services. – Eliminate the possibility of revenue leakage. – Supports custom fields and user notes. Operations
  • 21. Billing/CRM • Handles all of the CRM and Billing related functionality: – Automatic payment options, billing cycle dates, assigned organizations. • Efficient one-click “Quick Search” from anywhere in the system by entering a key piece of data: – Name, phone number, ESN, barcode. Billing/CRM
  • 22. Billing/CRM (Continued) • Provides visibility and links to all aspects of the customer account: – General data, contact information, automatic payment data, services, invoice history, trouble tickets, workflow packages, call detail, payments and adjustments. • Assign invoice profiles, PINs, web access, and automated CPNI notifications. Billing/CRM
  • 23. Address Validation • Built-in address validation. – Validates billing and service addresses using the USPS database. – Establishes the entire address including the “plus 4” code. – Maintains database flags to let your organization know which addresses have or have not been validated. – Generates Geocodes using the FCC lookup tool. Billing/CRM
  • 24. Adjustment/Credit Management • Allows credits / refunds to a customer account or service. – Includes advanced features, including the ability to automatically calculate and apply tax refunds when a service is credited. – Supports trackable single-click refunds of calls. – Calculates and applies refund adjustments on pre-paid services that are terminated early. Billing/CRM
  • 25. ACH/Credit Card Processor • Perform one time ACH and credit card transactions. • Schedule customers to have their bank account or credit cards processed automatically, on a recurring basis. • Utilize TimelyBill’s customer portal to enable customer initiated payments. • Supports the retrying of failed payment transactions. Billing/CRM
  • 26. Common Functionality • Provides common access to multiple organization configurations, system customizations and general ledger configuration. – Allows for multiple independent organizations to be configured and operated independently in one software instance. – Allows for advanced implementations required by service bureaus, ILEC/CLEC combinations, or multi-level marketing (MLM) companies. Billing/CRM
  • 27. Order Management • Provides direct access to order management from inside any customer account. – Automates and streamlines order processing. – Facilitates order-to-cash processing by eliminating bottlenecks, redundancies and errors. – “Template builder” utilizes drag-and-drop technology to create custom data input screens. – Order screens can be assigned to individual products, categories and types. Billing/CRM
  • 28. Quoting • Consumes configurable profiles, allowing you to store different templates. – Templates can be applied to various types of customers or services. – Quote PDFs are created with the simple click of a button. – A file history log of PDFs is maintained for a particular quote. – Calculate taxes directly inside each quote. – Trigger the automatic creation of services and invoice generation. Billing/CRM
  • 30. Payment Management • Manages all payments and payment reversals. – Payments can include cash related, automated payments, real-time credit card, gift cards, ACH and even lock box transactions. – Supports multiple credit cards and ACH providers at the same time, all configurable through the user interface. – Gift codes can be created to post as payments or adjustments. Revenue
  • 31. Dunning Management • TBDunning, TBFraud and TBUsage make up revenue protection system. – Create business rules on customer's aging information, account data and current balances. – Trigger email reminders to customers. – Create letters for printing. – Perform automatic provisioning (i.e. suspend services) – Change account status to collections. – Write-off accounts. Revenue
  • 32. Real-time Fraud Screening • TBFraud along with TBDunning and TBUsage make up TimelyBill's revenue protection system. – Configure business rules to related credit card activity, calling volume and customer credit limits. – Configure what actions to trigger when a suspected fraud transaction is encountered. – Actions can process payments, suspend services, restrict web access and send emails. Revenue
  • 33. Real-time Usage Monitoring • TBUsage along with TBDunning and TBFraud make up TimelyBill's revenue protection system. – Monitor the usage of your customers. – Detect any unusual volumes prior to the customer billing cycle. Revenue
  • 35. General Ledger • Creates electronic double entry ledger records for every financial transaction. • Export to external financial/accounting systems or as an additional source of audit data. • All transaction data is created automatically when a financial transaction occurs. Financial
  • 36. Partner/Distributor and Commissions • Manages partners, distributors or agents and their commissioning plans. – Create a hierarchy of partners, associate commissions, residuals and charge-backs. – Recover commissions and/or residuals when services are terminated. – “Re-brand” bulk services when partner organizations are sold to another partner or merged to a new entity. – Relate partner accounts to customer accounts and navigate between. Financial
  • 37. Tax Integration/Management • Allows you to configure your tax strategy: – Full control over your tax rules (from the GUI). – Manage your tax data. – Real-time interaction with many of the third-party tax providers. • If you choose to manage your own taxes you can easily add new tax records and surcharges simply through the user interface. • Simplified method of placing upcoming tax changes in place to automatically take effect on a specific date. Financial
  • 38. Reporting • Built using SAP Crystal Reports engine on the .NET platform to provide “canned” and custom reports. • Easy to use interface. • New reports can be added at any time by simply uploading them. • Automatically make the report available and dynamically present the report parameters. • Schedule the delivery of reports by email with pre-defined criteria. Financial
  • 40. Automated Provisioning • Provides “true” flow-through provisioning to most hardware you may implement without the need for a large number of pre-built device interfaces. – Provision devices through SQL, Telnet, LDAP, HTTP, FTP, Terminal Emulation (TL1 type interfaces), email, command line programs and EDI to ILEC's via a third party provider. – Build provisioning “plans” to execute up to ten different provision methods per configuration (i.e., activate, suspend, resume and de-provision, etc.). Provisioning
  • 41. E911, CNAM and LIDB Management • Allows users to manage: – E911, CNAM, LIDB. • New orders and changes can also initiate an automatic record export to an external file for delivery to 3rd-party providers. • Bandwidth integration for real-time updates. Provisioning
  • 42. NANPA, Toll Free # Management • Allows you to pre-load and manage your number inventories. • Users can search for vanity numbers by digits and letters. • Numbers can be automatically recycled. • Bandwidth integration supports real-time number orders. Provisioning
  • 43. Binary File Management • Allows mediation of switch files without having to license a third party mediation engine. Provisioning
  • 45. Customer / Partner Portals • Self-care portals can work as a stand-alone websites. – Rapid turn up of all portal options. – Allow or restrict access via users permissions. – Process real time payments. – View/modify customer information. – Access call detail in near real-time. Support
  • 46. Trouble Management • Enables trouble management and ticketing functions. • Allow you to configure ticket settings for specific actions: – Create tickets based on provisioning events – Send email notifications to the worker or department. Support
  • 47. Trouble Management (Continued) • Link tickets together to manage “global” tickets for wide spread troubles. • Send email or telephonic replies to customers upon ticket close. • Your customers can initiate tickets via email or web portal interface. Support
  • 48. Messaging Interface • Used for efficient and reliable customer messaging. • Send emails to individual customers and/or bulk customer lists. – Test and send ad-hoc emails: • Maintenance notifications, new product announcements. Support
  • 49. Messaging Interface (Continued) • Customers can receive emails driven by: – Account creation, order placement, shipments, invoice generation, past due balances, and more! • All email templates can be designed by your organization. – Consumes either text based or HTML templates. – Personalize with system variables. Support
  • 50. TimelyBill® Operations Support System For a Demonstration, Please Visit: TimelyBill.com