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Vindicia Knowledge Center

Plan your Subscribe integration

Congratulations on choosing Subscribe, you’ve not only purchased the leading solution in subscription management but you’ve also gained access to the information and tools you’ll need to integrate Subscribe into your daily operations.

You will use our online knowledge repository, containing tutorials and videos, each step of the way.  You’ll also have access to a knowledgeable support team, who can help answer your questions and get you on the right path for success.

To get things started we recommend you spend a little time getting to know Subscribe.  To help you with that we’ve prepared the following videos. We recommend that you watch them in the order listed, feel free to pass them along to others on your team as well.

  1. A brief overview of subscription management

  2. Subscribe, the leader in subscription management solutions

  3. Something else?

Now that you’ve got a good grounding in Subscribe, where it fits and what it can do let’s get specific.  During the course of this project, you will be using the on-line documentation, including tutorials and videos, along with our sample code and real-time technical support to integrate Subscribe into your operations.  Specifically, you’ll be integrating Subscribe to your user store-front (including self-care) and your content management system. You may also be extracting data from Subscribe to feed your own data warehouse or ERP system.

To help you organize this work and keep you on track we’ve organized all the tasks by functional area.  Within each functional area, we’ve further broken down the tasks into a set of tutorials in the form of Use Cases.

Use the links in the table below to view a high-level description of the tutorials contained within each functional area.  You will also find a link to view the detailed use cases/tutorials for each grouping. (throughout this article we will be using “tutorial” and Use Case” interchangeably)

Offer Management Order Management
Customer Care Subscriber Self-Care
Entitlement Management Charging & Billing
Financial Activities Data & Reporting

Using Tutorials

The content and mode of the tutorials will vary based on the subject matter and expected audience but there is some common information contained within all tutorials.

  • User Story - A one or two sentence description of the scope of the tutorial

  • Use Case # - Unique ID for the tutorial (when you reference this number it helps us know where you are in your integration work so you can provide more targeted support)

  • Estimated Completion Time - how long it should take the assigned resource to complete this use case.  This is an estimate only of course and should be used as a guideline for project planning purposes

  • Uses - What Subscribe components will be used to implement this use case.

  • Completed By - What resource is expected to implement this use case.

  • Pre and post-requisites - What needs to happen before this use case can be implemented and what are the results of this use case once it has been implemented.

Note that some tutorials are for your information only.  Others are designed to show you how to complete specific tasks in Subscribe such as run reports or reconcile cash.  Other use cases will walk you through aspects of the technical integration you will need to perform to complete this project.

In all, there are a total of 65 Use Cases/Tutorials. In the table below you can see the number of use cases by user (aka “Completed By”).  This may seem overwhelming at first but don’t worry, we’ll walk you through it.
 

Completed By

Count

Lead Developer/Engineer

36

Business Manager

15
Customer Service Manager 9
Finance Manager 5

Now you’re ready to get started. We’ve provided you a Project Playbook to help you get started and keep you on track.  Feel free to refer to the Project Playbook often and if you find yourself in need of a little extra assistance or if you have a question you can seem to find the answer to feel free to drop us a line a support@vindicia.com.

 

Sincerely

 

Your Partners @Vindicia