Software Solutions Sydney | Ecommerce Developers – CoSource

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OBT provides customers the ability to outsource their IT infrastructure, and have hosted applications that can be accessed from any computer in the world (Desktop Anywhere).

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Due to the many different systems used OBT needed a system built to allow it to bill customers that are provisioned in Cortex, helpdesk support charges in Auto Task, and ad-hoc once off charges.

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In Summary

Customer

Online Business Technology

Industry

Cybersecurity & Hosting

Business Problem

The billing process was cumbersome, and took between 3 to 5 days each month to issue invoices.

Solution

CoSource built a custom asp.net application to integrate into Cortex and Auto Task, as well as streamlined the manual billing processes.

Outcome

OBT was able to cut down the time to 30 minutes to issue invoices, with less mistakes.

Background

Before the billing application was created, OBT manually invoiced their customers. This process took over 40 man hours per month and was very error prone.

CoSource was commissioned to build a billing system that integrated into Cortex and Auto Task. The system needed the ability to bill customers at different rates for each application, pro- rate charges based when a user was created or deleted, and generate both contractual and non- contractual invoices in pdf format.

Solution

A custom built application was developed in asp.net 3.5 over a three tier layered architecture. The application integrated into Cortex through a custom stored procedure that allowed for real time access to the Cortex database.

The application has the following functionality:

 

  • Set different pricing for each customer
  • Invoice departments within a single customer’s organisation (i.e Organisations that have offices in multiple countries or states)
  • Bill customers in advance & arrears.
  • Generate Ad-hoc invoices
  • Generate contractual invoices by integrating into Cortex.
  • Generate non-contractual invoices by integrating into AutoTask. 
  • Exclude customers & users from being invoices.
  • Custom Reporting

 

Telerik Reports were used to build the layout of the invoices, and integrated into the Billing Database to produce invoices in pdf format.

Benefits

  • To generate invoices the process was taken from 40 man hours down to under 1 hour to generate invoices.
  • Reduced Errors in the invoices, more reliable than the old manual process.
  • Items that were previously not being billed captured resulting in greater revenue

Technologies Used

** Cortex ** AutoTask ** Microsoft asp.net 3.5 ** SQL Server ** JQuery

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