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Customer SuccessFinanceKPIs

Discern transforms ScalePad’s billing complexity into business clarity 

By July 15, 2024No Comments

Following several acquisitions, ScalePad wrestled with standardizing MRR calculations across 5,000+ accounts, 6 billing systems, and 5 products. By implementing Discern,ScalePad successfully automated MRR / ARR calculations by product, at 4% the cost of building an internal solution. Ultimately, Discern provided ScalePad with accurate and actionable performance and retention metrics, driving informed business decisions.

Challenges

After experiencing five acquisitions within a single year, ScalePad faced mounting complexity in managing customer subscription and transaction data across Stripe, ChargeBee, and even a home-grown platform. Each system had idiosyncrasies configured to address unique requirements, making it difficult to calculate MRR / ARR and understand underlying details.

As a result, without detailed upsell, cross-sell, contraction, and churn data by product or segment, it was difficult for product, sales, and finance alike to access the information needed to pinpoint trends and make informed decisions.

Developing a system internally to address this challenge would have easily exceeded $500,000 annually in human resources alone. Wanting to focus internal development on their own solutions, ScalePad explored partnering with a third-party to solve their analytics pains.

“The beauty of Discern lies within its people. I think of Discern as a Bionic man: half system and half human. With the Discern team incorporating our unique requirements, we can avoid the heavy custom development work that other systems would require to get our numbers right.”

Aaron Kennedy, VP of Operations

Discern + ScalePad

Ultimately, ScalePad selected Discern because of its unique people-plus-technology approach. Behind the Discern platform is a team of data science experts who can incorporate custom rules and logic to address even the most complex billing scenarios.

By unifying data in ScalePad’s multiple billing systems, standardizing data processes, and applying custom logic, Discern successfully automated ScalePad’s MRR / ARR calculation with visibility into underlying details.

As a result, Discern has enabled ScalePad to:

  • Gain operational clarity through unified customer insights.
  • Significantly reduce internal data costs via streamlined management.
  • Align cross-functional teams with a single source of KPI data.
  • Enhance decision-making with timely and reliable financial reports.
  • Nimbly adapt to complex subscription models and changing needs.

About ScalePad

ScalePad provides MSPs of every size with the knowledge, technology, and community they need to deliver increased client value while navigating the continuously changing terrain of the IT landscape.