Case Study
Effective Subscription Management
The business enacted automations and refined subscription renewals to reduce reliance on manual solutions, supporting future business expansion.
OhMD is a modern healthcare communication platform for clinical care coordination and patient communication.
Overview
- Key Challenges: Heavily reliant on manual solutions
- Key Solutions: Enacted automations; refined subscription renewals
- Key Impact: New system supports future business expansion
challenges
- Optimize the platform for effective subscription management
- Reliance on manual creation and tracking of opportunities and renewals
- Unreliable reports and poor visibility into current subscriptions and churn
Solutions
- Modified the data architecture and organized products & add-ons
- Developed a custom page for end-users to choose their product bundle while renewing the subscription
- Created dashboards to track renewals/upsells/downsells
- Automated renewals with relevant manual intervention to support
upsell/downsell
Impact
- Scalable system: supports the future business expansion
- Effective subscription management: reduced churn in upcoming subscriptions/ renewals
- Management gained visibility into monthly subscription details: make informed business decisions
- Accurate forecasting details: able to strategize for the upcoming financial year
- Customized automation: increased productivity