Renewal Management, Reimagined

A Smarter Way to Stay Ahead

Let’s set the scene. It’s crunch time at the office, and your team is wading through spreadsheets, cross-checking emails, and rushing to update contracts before the clock runs out. Someone’s muttering, “Did we renew that account last month?” while another is frantically double-checking invoices. It’s a familiar scene for anyone juggling subscription renewals.

But what if you could take full control of the renewal process, structuring it exactly how your business needs? Work 365 isn’t an out-of-the-box automation tool; it’s a platform that allows you to build and manage renewals your way. You decide when the renewal process starts- T-60, T-90, or any timeframe that makes sense. You can centralize renewal data, track upcoming contracts, and notify your team exactly when and how you need to. With Work 365, renewal management isn’t just streamlined; it’s tailored to your strategy.

Let’s dig into the how and why.

Architect Your Own Renewal Management Process

Managing renewals manually is like trying to paddle upstream; it’s possible but exhausting. Work 365 flips the script by giving you the power to design your renewal workflow, from timing to notifications, all within a single system.

Want renewals to kick off 90 days in advance? Done. Need a dashboard that tracks upcoming renewals? Already built-in. Want to automate internal notifications so your team stays in the loop? Easy.

Because Work 365 pulls real-time data from Partner Center, you always have the most up-to-date information at your fingertips. Instead of reacting to renewals, you can proactively manage them on your terms.

Tailored Renewals That Adapt to Your Business

Not all customers are alike. Some prefer annual renewals, others go month-to-month, and many have complex pricing structures that need careful handling. Work 365 gives you the flexibility to structure renewals based on:

• Customer preferences (annual, monthly, or tiered pricing)
• Type of subscription (Azure, licenses, or custom contracts)
• Market segments or internal business rules.

Want to accommodate price changes based on external or internal factors? Done. Use the Product Explorer feature to look up pricing, Subscription Explorer to analyze exposure, and Update Pricing or Quantities at any point in the customer lifecycle: on renewal, immediately, or on a custom date. The system then syncs with Partner Center and ensures accurate billing.

A Single Source of Truth for Renewals

When renewals are scattered across multiple systems, things slip through the cracks. Work 365 centralizes renewal management, giving you a unified view of:

• Customer contracts and subscriptions
• Upcoming renewal dates
• Sales price, cost price, and revenue growth trends
• Market segmentation and customer lifecycle insights.

Think of it as a single-pane-of-glass for all renewal data. You’re not just tracking contracts; you’re shaping a renewal process that grows with your business.

Smarter Decision-Making with Real-Time Insights

If you’re not measuring it, you can’t manage it. Work 365 provides real-time dashboards and advanced reporting tools to help you:

• Identify at-risk renewals before they become churned accounts
• Analyze renewal performance by customer segment, subscription type, or pricing model
• Forecast revenue with greater accuracy.

It’s not just about managing renewals, it’s about optimizing them to drive long-term growth.

Customizable Ownership and Notification Processes

Who owns the renewal process in your business? Is it managed by customer segments, subscription types, or contract categories? Work 365 allows you to:

• Assign renewal ownership to different teams or individuals
• Customize notification processes to fit your internal workflows
• Ensure the right people take action at the right time.

You set the rules. Work 365 makes sure they are followed.

Seamless Integration for a Unified Workflow

Your renewal process doesn’t operate in isolation. Work 365 integrates seamlessly with Power Platform & Dynamics 365 and other essential business tools, ensuring a smooth, error-free workflow.

• No duplicate data entries
• No inconsistencies between systems
• Just a fully synchronized, efficient renewal process.

Why Work 365 Changes the Game

So, what sets Work 365 apart? It’s not just about making renewals easier, it’s about making them smarter. Here’s how:

• A Platform, Not Just a Tool: You design your renewal process, from timing to ownership.
• End-to-End Visibility: A single source of truth for all renewal-related data.
• Precision Pricing and Subscription Management: Adjust prices and contract terms at any point in the customer lifecycle.
• Scalability: Work 365 grows with you, adapting to your evolving business needs.

Renewals, when done right, aren’t just a back-office task, they’re a cornerstone of predictable growth and customer retention.  And with Work 365, they’re finally done right.

Let us show you how Work 365 transforms the renewal process.

Learn how to streamline renewals, automate workflows, and optimize subscription management in our webinar.