Back to Subscription Billing & Recurring Payments View Capability Diagrams

Management for Subscription Billing & Recurring Payments

Automated management function supporting Subscription Billing & Recurring Payments. Part of the Subscription Billing & Recurring Payments capability.

Business Outcome

time reduction in manual follow-ups and reporting

Complexity:

Medium

Time to Value:

3-6 months

Why This Matters

What It Is

Automated management function supporting Subscription Billing & Recurring Payments. Part of the Subscription Billing & Recurring Payments capability.

Current State

(Traditional)

Customer signs up for a subscription service through the company website or app.
Customer information is captured and stored in a customer relationship management (CRM) system.
Subscription details (plan type, billing cycle, payment method) are recorded.
Automated billing schedules are created based on the subscription plan.
Payment processing is initiated on the scheduled billing date using a payment gateway.
Payment confirmation is sent to the customer via email.
In case of payment failure, automated retries are scheduled, and notifications are sent to the customer.
Customer service is notified of any failed payments for follow-up.
Monthly reports are generated to analyze revenue, churn rates, and customer engagement.
Adjustments to subscription plans or pricing may be made based on analysis.

Characteristics

• Stripe
• PayPal
• Chargebee
• Salesforce
• QuickBooks
• Excel
• Email

Pain Points

⚠ Manual data entry is time-consuming
⚠ Process is error-prone
⚠ Limited visibility into process status
⚠ Limited integration between systems leading to data silos
⚠ Manual intervention required for exceptions and customer service inquiries
⚠ Inability to easily scale operations as the customer base grows

Future State

(Agentic)

Customer signs up for a subscription service through the company website or app.
Customer information is captured and stored in the CRM system.
Subscription details are recorded.
The orchestrator triggers the Payment Processing Agent to create automated billing schedules.
On the scheduled billing date, the Payment Processing Agent initiates payment processing.
Payment confirmation is sent to the customer via the Payment Processing Agent.
If payment fails, the Payment Processing Agent schedules automated retries and notifies the Customer Engagement Agent.
The Customer Engagement Agent follows up with the customer regarding payment issues.
The Analytics Agent compiles monthly reports and provides insights for adjustments.
The Integration Utility Agent ensures data consistency across systems.

Characteristics

• System data
• Historical data

Benefits

✓ Reduces time for Management for Subscription Billing & Recurring Payments
✓ Improves accuracy
✓ Enables automation

Is This Right for You?

50% match

This score is based on general applicability (industry fit, implementation complexity, and ROI potential). Use the Preferences button above to set your industry, role, and company profile for personalized matching.

Why this score:

• Applicable across multiple industries
• Moderate expected business value
• Time to value: 3-6 months
• (Score based on general applicability - set preferences for personalized matching)