One Bill CRM Integration

Objective

OneBill CRM Integration

The company sought a comprehensive web based solution to consolidate all utility bills into a single, transparent bill. The main objectives were:

  1. Manual Billing Processes — Time-consuming invoicing, payment tracking, and reconciliation created inefficiencies and frequent human errors.
  2. Fragmented Customer Data — Information scattered across multiple systems led to inconsistencies and poor customer visibility.
  3. Delayed Payments & Revenue Leakage — Lack of automated reminders and tracking caused missed collections and unstable cash flow.
  4. Limited Analytics & Insights — Absence of real-time reporting restricted visibility into key business metrics and performance trends.
  5. Integration Constraints — Legacy systems lacked compatibility with modern applications and tools, preventing seamless data flow and process automation.

The organization operates in Power and Telecom, serving clients across Europe (mainly Ireland).

Solution

Streamlined Automation & Instant Insights

After reviewing several solutions, we proposed integrating OneBill CRM into the company’s operations.

Being a modular and scalable system, it was ideal as it could grow with the business and offer a rich set of features.

With a dedicated support team and active developer community, we knew we could deliver an easy-to-use yet comprehensive solution tailored to the company’s needs.

The key selling points were OneBill CRM’s flexibility: automated recurring billing, centralized customer profiles, multiple payment gateways, and advanced analytics.

"OneBill CRM makes managing subscriptions, billing, and customer relationships fast, secure, and efficient."

Boost Productivity & Accelerate Growth

OneBill CRM’s integration has dramatically improved operational efficiency. With real-time access to customer and billing data, the finance and sales teams can process payments faster, reduce errors, and focus on driving growth.

The platform’s analytics provide actionable insights into revenue trends, overdue payments, and customer engagement, displayed in an intuitive interface.

With most manual work automated, the organization can now focus on improving customer experience and scaling operations.

Proactive Monitoring & Smart Diagnostics

Key Highlights
  1. Automated Billing System Implementation — Deployed an intelligent billing automation tool to streamline invoicing, payment tracking, and reconciliation, reducing manual errors and improving efficiency.
  2. Centralized Customer Data Management — Integrated all customer information into a unified CRM platform, ensuring data consistency, visibility, and seamless access across departments.
  3. Automated Payment Workflows — Introduced automated payment reminders, real-time transaction tracking, and reconciliation alerts to prevent revenue leakage and improve cash flow.
  4. Advanced Analytics and Real-Time Reporting — Implemented data dashboards and performance reports that provide actionable insights into customer behavior, revenue patterns, and operational efficiency.
  5. Seamless System Integration — Migrated to a flexible, API-driven solution that connects effortlessly with existing business tools, enabling smooth data exchange and end-to-end automation.
"OneBill CRM is the perfect combination to manage subscriptions, billing, and customer relationships seamlessly."

Implementation Methodology

Phase Timeline Objectives Key Activities Deliverables Stakeholders Risk Mitigation Success Metrics
Discovery & Strategic Alignment Weeks 1–2 Business goal alignment & requirements defined Stakeholder sessions, process mapping, compliance gap analysis BRD, KPI Baseline CIO/CTO, VP Eng, IT Ops Scope control, early compliance checks Approved BRD, KPI baselines
Environment Readiness Weeks 2–3 Secure, scalable dev & test environments Sandbox provisioning, secrets management, RBAC, CI/CD pipeline setup Environment Runbook IT Ops, Security, DevOps Isolation, least privilege Secure pipelines, access reviews
Middleware & Connectors Weeks 3–5 Build and validate core integration services NodeJS connectors, cron sync, event triggers, retry policies API adapters Integration Engineers, QA Circuit breakers, contract testing ≥99.5% sync success, latency targets met
Frontend & Admin Apps Weeks 4–6 Repair request UX & operational admin tools Shopify forms, warranty logic, React dashboards, role-based controls Storefront forms, Admin UI Ecommerce, Product, QA Feature flags, UX validation UAT pass, admin task efficiency
Data Migration & Validation Weeks 6–7 Data integrity & seamless cutover ETL jobs, reconciliation scripts, rollback planning Migration Plan Data, Integration, IT Ops Dry runs, rollback checkpoints ≥99.9% data accuracy, zero critical errors
System Integration Testing Weeks 7–8 End-to-end validation & security testing End-to-end scenarios, load and pen tests, negative test paths SIT test results QA, Security, Integration Production-like data simulation Pass all SLAs, security gates
User Acceptance Testing Weeks 8–9 Confirm business readiness Scripted UAT, operational drills, stakeholder sign-offs UAT sign-off Operations, Support Teams Hypercare planning Stakeholder approvals, critical UAT pass
Change Management & Training Weeks 9–10 Drive adoption & knowledge transfer SOP documentation, training sessions, communication plans Training materials PMO, Ops Leads, L&D Staged enablement, feedback loops ≥95% training completion, readiness surveys