Fintech disruption underlines the importance for financial services SaaS automation

Posted by Eren Koont on May 5, 2020 4:17:00 PM

Financial services may be a bit slower to the automation game than other sectors, but many organizations are now recognizing significant advantages from the integration of billing, revenue, and subscription management software into their IT systems.

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Topics: SaaS, performance economy, subscription management, covid-19, workflow automation

Finance automation SaaS—a multiplier in times of economic instability

Posted by Eren Koont on Apr 21, 2020 4:50:37 PM

More organizations of all types, sizes, and sectors are investing in digital transformation—including enlisting finance automation SaaS platforms— to solve business challenges.  An early result of the COVID-19 pandemic is that the newly volatile global economy requires companies to bridge gaps in financial, human, and other resources to continue to operate with some semblance of normalcy. 

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Topics: SaaS, performance economy, subscription management, covid-19, workflow automation

Strategies to reduce churn through automated and manual communication

Posted by Eren Koont on May 13, 2019 12:39:00 PM

Sameer recently presented a pre-conference workshop at the Recurring Revenue Conference which brought together over 700 attendees from around the world to talk about scaling businesses. One of the important factors in building a sustainable B2B or B2C business is managing and reducing churn (when a customer partially or completely falls off their journey with you).

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Topics: performance economy, churn, customer experience, workflow automation

Exploring the Performance Economy. Highlights from FiNext

Posted by Eren Koont on Jan 8, 2019 1:22:00 PM

Dive in to highlights from Sameer Gulati’s presentation at the recent FiNext conference. As Founder and CEO of Ordway, he shared his thoughts on the emerging performance economy and how smart automation can unleash company growth.

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Topics: SaaS, performance economy, finance leaders, workflow automation

Mister Rogers Was a Fortune Teller: Creativity and Collaboration

Posted by Jason Yablinsky on Oct 8, 2018 1:13:52 PM

There is nothing more comforting than watching Mister Rogers don his trademark sweater. As a someone who calls Pennsylvania home, the statue of his likeness in Pittsburgh is a reminder of more simple times. 30 years ago, “‘Mister Rogers’ Neighborhood’ showed how people made crayons. Today, crayon-making is a robot’s job.”

TLDR Version:

  • Automation is here and changing businesses: Crayola
  • There will be disruption and displacement
  • Companies that get this right will create value for their customers
  • New use cases for automation are emerging: hiring and brand experience
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Topics: culture, performance economy, workflow automation

An Excel Template that Changed My Life... Recurring Revenue Schedule

Posted by Jason Yablinsky on Jun 25, 2018 11:06:00 AM

It was straightforward to do revenue calculations when we had 5 customers.

Growing companies oftentimes build manual processes by utilizing Microsoft Excel or Google sheets spreadsheets because it is the easiest, most affordable process to implement at the time.

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Topics: automated billing, revenue management, workflow automation, recurring billing

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