Innovia ultimately chose Work 365 to help its CSP business scale. Work 365 is a Customer Experience Platform built on Dynamics 365 that delivers:
- Billing and invoicing automationl
- Integration with Microsoft Partner Centerl
- Customer Self-Service Portal
Innovia started off with the Work 365 Onboarding. This process took 4 weeks and involved the migration of customer data from their existing PSA system. The Work 365 and Innovia team set up billing contracts, product catalog, invoicing schedules and integration with the Microsoft Partner Center. Innovia quickly realized that Work 365 makes the process for Partners and CSPs “dummy proof”. Its favorite feature is the bidirectional synchronization with Partner Center, which ensures information in both systems is accurate and current.
Solution in Action
Innovia’s can now provision a brand new tenant, transition CSP customers, manage subscriptions and provision brand new Cloud services and reconcile their Microsoft Invoices using Work 365. Since the solution is built on the Microsoft Cloud (Dynamics 365, Azure, Office 365) Innovia’s teams use different aspects of Work 365 depending on their role:
Sales: uses Work 365 to close customer deals, customer accounts, billing contracts, and subscriptions.
Customer Service and Support: Manages provisioning, keeps track of license quantities and license change histories.
Finance and Accounts: Generates and manages invoices, billing, and payment management Innovia’s customers use the Work 365 Self-Service
Portal. Through the portal, customers can manage their license quantities, view their invoice history, and keep track of their usage data for cloud solutions like Azure.