One Company Uses Gotransverse Billing Mediation Engine to Automate Invoices Generated in Workday Financials

Maintaining a diverse catalog of complex cloud data services requires a complex pricing structure. It also means you need a reliable way to track data usage and translate consumption into revenue. The only way to manage invoices for complex customer usage cases was with billing automation. The company also needed the means to incorporate new services and infrastructures, including aggregating and tracking usage and billing across all existing systems.

The company had already standardized on Workday Financials to handle customer billing, but their existing billing system couldn’t scale to handle the growing need for tracking usage or mediation. With so many systems in place, it was clear that a powerful mediation engine was needed to capture and translate data usage into accurate invoices, including generating a clear audit trail from invoice line items back to the raw usage data. The company had been using manual billing systems, but it was clear they needed greater accuracy and scalability. So, the search began for a cloud-based billing automation platform with powerful out-of-the-box mediation capabilities and integration with Workday.

After considering various options, Gotransverse proved to have the right mediation engine to simplify end-to-end billing. The cloud services company’s system was already using Salesforce and ServicePath at the front end to manage new customers and contracts and Workday and Snowflake at the backend to handle billing and archive data usage records. The objective was to implement the Gotransverse mediation engine to connect the service and billing components.

For example, for new orders, customer details and contract terms are stored in Salesforce, which shares data with ServicePath to create an order. The service catalog resides in SalesPath, which converts the quote to an order and orchestrates the service submission to Gotransverse. Gotransverse is responsible for converting usage into billing, including error handling, exceptions, duplicates, and audit reporting. The output from Gotransverse is fed to Workday Financials which handles the actual invoicing. The mediated and rated usage data also is automatically stored in a Snowflake data warehouse.

The Gotransverse billing infrastructure currently handles mediation for six pricing models including discounts, special terms, tiered pricing, and quantity pricing. The system also has minimum rates built in, and the ability to match consumption against contractual terms to ensure accurate billing.

Since the cloud services provider is a global company, billing also must accommodate variables such as local sales tax and currency conversions. Workday Financials handles many of these terms and rules using billing data that is normalized by Gotransverse; Gotransverse provides local currency conversions for invoices and collections processed by Workday Finance.

Many service contracts are highly customized based on the local market. For example, some contracts are for recurring subscription fees with both metered and non-metered charges. By standardizing on Gotranvsere, changes made to the contracts are handled automatically as well as canceling and adding services. ServicePath handles the billing formula and Gotransverse adjusts the billing data based on any change in terms.

As the company’s business continues to expand, the billing infrastructure will be able to scale as needed, with the Gotransverse intelligent billing system serving as the mediation engine that connects contracts to invoices.