Service Catalog, Subscription Management, Recurring Billing


Service Catalog, Subscription Management, & Billing Modules enable:  Ordering,  Product Modeling, Pricing Plans, Usage Collection, Rating, Billing, Invoicing, Charge-back, Payment, and Reconciliation, along with Notifications, and Approval Workflow.  As part of the Ensim Automation Suite the modules are fully integrated with the Cloud Marketplace Module, Provisioning & Operations Management Module, and Cloud Service & Application Connectors, for a complete end-to-end automated and orchestrated user, customer, and order on-boarding solution for business applications, cloud services, and infrastructure in private, public, and hybrid cloud environments.

Service Catalog

  • Open Catalog allows selling any kind of product or service (with automated or manual provisioning)
  • Launch new Offers in Minutes via Product Management Portal
  • Pre-integrated with Marketplace and Operations to automate the entire Contact-to-Cash process
  • E-Commerce Storefront, Shopping Cart, Draft / Unapproved Orders


  • Quoting with Order Estimator
  • Self-registration with optional Approval Workflow
  • Anonymous shopping and trial orders (optional for unregistered prospects)
  • Support for custom fields (to gather additional data/notes during order process)
  • User, Account, Organization, and Order - Total Life Cycle Management

Web Portal / Control Panel

  • Role and context based, full featured, easy to use, built-in online help
  • Re-brand or re-skin the user interface at all levels (with 3 unique designs available out of the box)
  • Internationalization support (time/date formats, multi-language, multi-currency, tax models)
  • Account dashboard with all major functions and SSO to all hosted services

Product Modeling

  • Advanced product modeling supports even the most complex service design and pricing requirements
  • Plans for multiple offer types; subscription or one time, reservation, pay per use, or mixed mode
  • Pricing strategies can be per offer, or per item in an offer
  • Pricing policies can be set for each item in an offer
  • Set up fees, Support fees, and Maintenance fees can be one time or recurring
  • Different offers can have different prices for same item
  • Discounts by Tier, Absolute, or Flat Rate and one-off discounts for a specific order for a specific Account
  • Discounts by offer, or reseller, or based on global / group settings
  • Multiple revenue models like one-time, recurring, subscription
  • Open Service Catalogue to sell anything such as cloud services, professional services, license keys, hardware, etc.


  • Promotions based on discounts, promo periods, subscription periods
  • Trials based on opt-in or opt-out models (auto-subscribe after expiration, or confirmation required first)
  • Discounts for global or specific Accounts, Offers, and Orders
  • Up-size, Up-sell, Up-grade, Cross sell, Down-size, Down-grade
  • Flexible packaging and pricing plans
  • Multiple plans and offers of same base product/service to address vertical market segments

Usage / Rating

  • Granular usage collection (even at the product attribute level)
  • Track dynamic or fixed usage (with both time or cycle based consumption usage tracking and rating)
  • Metering with quota enforcement and reporting
  • Definable rating cycles (daily, weekly, monthly, annual, onetime)
  • Reservation, PPU, Mixed mode
  • Onetime, Flat Rate, Tiered or Absolute Discount models
  • Definable payment cycles (independent of rating cycle)
  • Rating with fixed or consumption based billing and chargeback models

Billing / Invoicing

  • Invoicing and Chargeback with support for complex hierarchical models
  • Convergent (consolidated) billing of multiple types of offers and charges
  • Easy integration to third party incumbent invoicing systems (XML, CSV, API)
  • Definable billing frequencies by offer type (weekly, monthly, annual, anniversary, pro-rata)
  • Asset / product type tagging for capitalization, tax, and revenue recognition
  • Taxation and tariff assignment
  • Credit hold and solvency check automation
  • Account history for invoices and payments at line item level
  • Notification, Email PDF or Print based billing (also supports integration to print/mailer systems)

Payment and Reconciliation

  • Payment gateway integration to popular merchant systems
  • Payment reconciliation and history
  • Integration with AR and credit management systems

User, Account, Organization Contract & Subscription Management

  • Self-registration and Ordering
  • Subscriptions of definable periods, pricing, and payment models
  • Automatic or Term based renewals
  • Complete view of all Users, Organizations, and Orders
  • Hierarchical levels to support Users, Accounts, Organizations, Departments, Business Units, Locations, etc...

Multi-level Channels

  • Support for multi-level channels (with agent, resellers, distributor / wholesaler)
  • Automated end-to-end order process (orders from reseller's customers generate corresponding orders to service provider)
  • Resellers can create their own product offers (optional as allowed by the service provider)
  • Discounts by offer or reseller or global
  • Commission rates by agent or offer
  • Re-brandable / customizable forms such as notifications, quotes and invoices

Entitlement Management

  • Built in IDM / Role and Rights management or integration to existing IDM / IAM systems
  • Independent identity from role (allows single user ID for multiple contextual roles in different entities)
  • Fine grain entitlement management and delegated administration (granular rights management)
  • Authentication and Authorization native or external (with SSO)
  • Password policy management
  • Multi-level approval workflow

Provisioning and Operations

  • Provisioning automation at element / granular level
  • Manual provisioning to sell non-subscription based offers such as hardware, professional services, and the like
  • Service management with automated activation
  • Notifications with automated messaging for alerts, reminders, confirmations, request, and notices based on defined triggers
  • Notifications based on customizable templates and in multiple languages
  • Action Logs, Reporting, and Analytics with real-time or historical reports from pre-built selection or as customized
  • Operations and Change Management for Users, Organizations, Services
  • Number inventory management (IP address, DID, SIP, etc…) or connect via API to third party number inventory manager
  • Templates for repeatable automation at all levels
  • Resource management of pools and multiple instances of services

Integration / Extensibility

  • Integrate to third-party systems easily via API, JMS, MQ (message queues), Batch, or manual/automated Import/Export in CSV or XML formats
  • Data Abstraction Interfaces for all Key Modules
  • Orchestration of complete on-boarding to activation process of Users, Accounts, and Orders
  • Operates on a stand-alone turnkey basis or fully integrated with all existing systems
  • Integrate with existing back office systems; IDM, CRM, ERP, BI, Support/Ticketing, Invoicing, Payment, Financial
  • Extensible topology allows separate front end / back end / billing mediation / database server designations
  • Real-time processing allows minimal latency to support high volume TPS requirements
  • Distributed architecture allows adding system capacity as demand increase to maintain TPS benchmarks
  • Scale tested to 30 million users and 1 million natively created orders
  • SDK for creating automation connectors to applications and services
  • SDK for creating additional payment gateway connectors
  • APIs for order creation and more via soap/xml web services
  • Bulk orders can be created or imported via CLI

Deployment Options

  • On-premise, Managed, Private Cloud, or Public Cloud deployments
  • Multi-tenant & Dedicated for Service Providers or Enterprise
  • Custom installation or spin up from off the shelf virtual images
  • Highly-available distributed architecture or single server modes
  • Multiple OS, DB, App Server platforms to choose from including;
    • Microsoft Windows Server 2012, RedHat Enterprise, CentOS
    • MS SQL 2012, Postgres, Oracle 11g or higher
    • Application servers; Tomcat, Weblogic, Jboss
  • Development environment uses latest technologies;
    • Java EE7, Spring Source 3.x (including Spring Security), Grails 2.2.x, Hibernate, Jasper, jQuery (and .NET 4.5 and ASP.NET as applicable)