What you can expect when partnering with Ordway

Onboarding with Ordway is a collaborative and systematic process. From your first discovery call, to the time your Ordway instance is live, our team will be by your side to support timely value delivery. 

G2 crowd badge 1G2 crowd badge 2Our methodology encompasses your business needs, ensures new workflows are clear, adds existing customers, and recreates historical data as needed. Our dedicated customer success team will fully train your team on the Ordway system. Our goal is to get Ordway operational in parallel with your current systems and processes for 1-2 weeks prior to going fully live.  

Man implementing Ordway

Some of the Ordmates you can expect to work with

Rob Koh

Director, Customer Success Former Client Services, Zuora

Rob Koh_profile

Theresa Hall 

Sr. Implementation Specialist Former Enterprise Consulting, Deloitte

Theresa Hall_profile

Max Rosenberg

Lead, Customer Success Former Management Consulting, Accenture

Max Rosenberg_profile

Snapshot of Ordway's implementation program

Ordway implementation program

How Ordway’s RESTful API got Dispatch processing invoices in 3 weeks

“The Ordway API is well constructed and isn’t a random set of endpoints. Since it’s REST, it is a much simpler implementation when compared to legacy SOAP- or XML-based APIs,” said Peter Cullen, Dispatch Software Architect. “I like to keep things simple, and the Ordway API made this possible. We can focus on our core Dispatch problem space and leave the billing to Ordway.”

Check out the case study.


The five-step Ordway platform implementation process

Step 1: Data Gathering & Platform Configuration

  • Product catalog
  • Plans and rate cards
  • Customers’ data
  • Connect systems via .CSV or API (accounting, CRM, processor)
  • New Customers Order Launch 
    • Project kick off
    • Ordway design session
    • Establish workflows
    • Implementation blueprint completed
    • Configure Ordway instance
    • Set up financials
    • Chart of accounts
    • Revenue recognition rules
    • Customers and Contacts
    • Subscriptions
    • Products and Plans
    • Design invoices & Email templates
    • Users, Roles & Permissions
    • Establish SFDC integration
    • Relevant data migration for New Orders 
    • Complete testing use cases
  • Existing Customers Order Launch 
    • Configuration and Testing “sprint” for existing customer data
    • Prepare existing customer data for migration to Ordway
    • Import Account, Subscription, Payment Method ID data for existing customers
    • QA testing of existing customer data
  • Historical Transaction Data Migration (Optional)
    • Prepare historical customer transaction data for import into Ordway
    • Import historical invoices, payments, credits into Ordway
    • QA testing of historical customer order data

Step 2: Run Existing Process Alongside Ordway

  • Quality assurance
  • Identify activation date

Step 3: Training

  • Personalized training for operations team 
  • Establish personal relationships with the Ordway customer success team 

Step 4: Partial Automation (Optional)

  • Enable automation
  • Implementation check in

Step 5: Full Automation

  • Activate full automation 
  • Regular check-ins 
  • Deploy previously occupied resources to core business