Purpose
Ensure all departments complete the required actions when a customer migrates from AlarmBiller to Managely, maintaining accurate billing, Salesforce records, and system configuration.
Billing
- Open the associated Closed Won Opportunity in Salesforce.
- Review the approved Quote or Order Form.
- Confirm:
- Customer name
- Migration type
- Effective migration date
- Approved SKUs and pricing
- Open the customer account in AlarmBiller.
- Remove all legacy AlarmBiller SKUs associated with the customer’s billing.
- Open Managely
- Create the customer's account in Managely
- Add all approved Managely SKUs exactly as listed on the approved Opportunity or Quote.
- Verify before saving:
- SKU numbers
- Descriptions
- Quantities
- Billing frequency
- Pricing or RMR
- Save all billing updates.
Special module handling
- Review the approved Managely quote for eForms, SedonaX, and SalesAutomation.
- If the quote includes eForms, SedonaX, or SalesAutomation, remove the old AlarmBiller SKUs for those modules.
- Add the new Managely SKUs for the applicable modules.
- Do not terminate the AlarmBiller environment when these modules require AlarmBiller to remain open.
- Leave the AlarmBiller account active and pointed to Managely for billing only.
Operations
- Down-sell the AlarmBiller contract in Salesforce.
- Update the software designation in Salesforce from AlarmBiller to Managely.
- Confirm Salesforce reflects the customer’s active Managely subscription.
Project Management Office
- For a full migration, terminate the customer’s AlarmBiller environment after migration is confirmed complete.
- If eForms, SedonaX, or SalesAutomation require AlarmBiller to remain open, do not terminate the AlarmBiller environment.
- Confirm the AlarmBiller environment is either terminated or left active for Managely billing only, based on the approved quote.
Completion checklist
- Confirm AlarmBiller SKUs have been removed.
- Confirm Managely SKUs have been added correctly.
- Confirm billing has been validated.
- Confirm Salesforce has been updated.
- Confirm the software designation has been updated to Managely.
- Confirm the AlarmBiller environment has been terminated for a full migration.
- Confirm the AlarmBiller environment remains active and pointed to Managely billing only, if applicable.
