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Introduction to Zuora ProcessAI

Zuora

Introduction to Zuora ProcessAI

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The ProcessAI feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

Zuora ProcessAI overview

Zuora ProcessAI (ProcessAI) is an AI-based process mining and analytics solution that enables business process optimization in your quote-to-revenue processes.

ProcessAI has built-in connectors for major business applications to pull data into the Zuora platform. The ingested structured data such as transaction amount and currency, transaction type, event start time and end time can then be used to discover business processes and the variants thereof, get analytical insights, and measure KPIs using AI algorithms and machine learning. Addressing process inefficiencies and optimizing the business process with ProcessAI helps you realize better ROI and customer satisfaction. 

Process AI concept model

With ProcessAI, you can achieve the following purposes:

  • Model and visualize your business processes in Zuora 
  • Identify bottlenecks and anomalies in those processes
  • Make data-driven decisions and optimize business processes

See the following sections for detailed explanations.

Model and visualize your business processes

ProcessAI builds process maps based on the data ingested from Billing, Collect, and Revenue. With closed-loop continuous process mapping and optimization capability from ProcessAI, you can quickly analyze the business process at any point in time and get insights into how a new process or application impacts your business. The timeline-based versioning model also gives an opportunity to roll back changes in the business processes that do not provide expected and timely results. The baselining capability is augmented with data from Zuora’s vast customer base, allowing you to compare your processes with industry benchmarks and update it continuously as your business grows across geographies and with new subscription business models.

Identify anomalies in your processes

ProcessAI automatically identifies anomalies in the business processes and ingested data, and clusters them in categories so that you can identify exceptions and take necessary actions. The anomaly detection feature helps you to identify process variations that are not required and may not be contributing to the KPIs that the business is tracking. 

Make data-driven decisions to optimize business processes

Configurable dashboards in ProcessAI provide insights about process performance, KPIs, and other process analytics that you can leverage to drive business decisions and optimize processes. For example, you can use the dashboard to show insights like how many invoices missed payments on time, and how many customer payments have failed in the payment run. The configurable and extensible dashboards capability will help you get native analytics and dashboards in Zuora that can improve accuracy and simplify reporting.

Limitations

Currently, the following limitations are applicable to ProcessAI:

  • The ingested data is limited to Zuora data, including data from Billing, Collect, and Revenue.
  • ProcessAI can retrieve and analyze structured data only.
  • The maximum time range for the data filter is 1 year.

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