Module Descriptions

EngageIP is a modular platform that is designed to provide maximum flexibility and scalability for customer deployments. An architectural view of the EngageIP solution stack is illustrated below. These modules contain the capabilities necessary for service providers to monetize their offerings while optimizing and automating their ERP workflow. The modules are described in greater detail in the sections that follow:

Modules
FeatureFeature Benefit
OwnersEngageIP is a true multi-tenant system with the ability to compartmentalize your operations and related data into multiple hierarchical owner structure that mirrors your organizational setup and operational requirements.
Administration A web based interface that can be accessed by system administrators who will be responsible for the configuration of the product catalog and other back office business rules and templates. In addition, the interface is to be used by customer service representatives to obtain a 360 degree view of subscriber data and transactions.
Users ManagementManaging login users and their credentials. Users can have roles associated with them with access control permissions to entities within the system.
Account ManagementManagement of customer, partner or prospect accounts. EngageIP supports a hierarchical account tree with multi level nested accounts to mirror customer account relationships.
CRM/SalesforceEngageIP Lead-to-Activate-to-Cash for Salesforce empowers your sales team with the tools to simplify onboarding of new clients, promote upsell opportunities and provide E2E visibility into customer account details all without ever having to leave the Salesforce platform or interface with the company's billing department.
Product CatalogThe product catalog is made up of packages that comprise a series of one or more services that are to be sold. A service is defined as a one time or recurring item, which relates to a piece of hardware or a service that is being marketed. One time and recurring pricing can be configured with multi currency support.
PricingCreation of one time and recurring subscription charges with different cadences. Granular usage pricing that can vary based on conditions. Full customization of pricing at the account level. Price plans can be created to set up rule based pricing with different aggregation rules.
Multi currencyExpand your global footprint, by offering products and services in multiple currencies. EngageIP allows you to set up subscription and usage pricing in multiple currencies, manage exchange rates and reconcile your reporting.
MediationThe mediation module is responsible for setting up and managing usage feeds from the source data provider. In addition, the mediation engine performs aggregation, simplification and generally will normalize the data set from the raw feed and map the appropriate information into a data set that is to be consumed by the rating engine or other disparate systems.
Rating and ChargingThe EngageIP rating engine can rate any usage anywhere and any time. Conditional rates can be configured based on time of day and location parameters.
Buckets and Share PlansBuckets act as aggregators that allow you to aggregate usage across 1 or more entities. Multiple types can be aggregated including data, voice, messages and even API calls.
Contract ManagementEngageIP allows you to establish contractual relationships you’re your customer with the flexibility to set up fixed and variable terms along with renewal options. Contracts can be based on SIM volumes, time, usage and dollar amounts. Ramp up schedules can be established to allow the customer to meet commitment thresholds over a period of time with penalties imposed when thresholds are not met or if the contract is terminated early. Commitments on contracts handle scenarios where the customer has not met a minimum commit that they had contracted to.
BillingReduce billing complexities with automated tools for effective billing including; the ability to manually and automatically schedule bill runs, creating multiple bill groups for account grouping. Support for multiple billing cycle dates.
InvoicingAbility to generate invoices for subsequent email to customer. Custom designs for customer invoices.
TaxationEngageIP offers an internal tax engine for basic taxing. Tax codes can be set up with one or more tax rates. These can be further categorized by tax category at the account and service level. Reverse taxation is supported for those businesses who have their customers reconcile their taxation.
ReportingOver 50 pre-canned reports available out of the box. Ability to specify your own custom reports
DashboardsCustomer accepts that the execution of the plan as stated is consistent with customer’s resource, budget, and timeline requirements; Customer accepts roles and tasks assigned.
Regional SettingsSupport for countries, number formats and language translations which enables customers to roll out deployments globally.
APIEngageIP provides REST API support for integration into CRM, self care and other enterprise applications that require interface capability with back office systems.
Custom Fields and Screen ExtensionsExtend the functionality of existing screens and entities by adding additional fields to capture customer specific unique needs.
Data Import and ExportThe ability to manage your data is a key source of maximizing operational efficiencies. EngageIP provides powerful mechanisms for importing data into the billing system and exporting them to other ERP systems such as finance and accounting.
Notifications and EventsEvent based automation for integration with 3rd party systems. Notifications can be setup to trigger on events. Multiple notification types are supported including configurable webhooks and customizable emails.