Zuora Managed Services & Support
Kaana offers comprehensive Zuora Managed Services to efficiently manage your Zuora installation. Our team handles day-to-day operations, monitors Zuora processes, and swiftly addresses any issues that arise. Kaana's Managed Services collaborate with other Zuora back-end teams to ensure seamless resolution of production issues.
Getting Started with Kaana
Our structured onboarding ensures your Zuora environment is optimized from day one.
Environment Audit
We assess your current Zuora configuration, identify issues, and establish baselines.
Operations Setup
We configure monitoring, establish workflows, and set up your operations dashboard.
Automation & Optimization
We implement automated workflows and eliminate manual bottlenecks in your billing.
Ongoing Management
Continuous monitoring, optimization, and proactive support for your billing engine.
Your Day-to-Day Experience
See how Kaana manages your Zuora environment with real-time dashboards, automated monitoring, and proactive issue resolution.
Billing Operations Dashboard
See your entire Zuora billing operation at a glance. Kaana surfaces subscription health, invoice status, payment failures, and revenue metrics in a single unified view — so your team spots issues before they escalate.
- Real-time visibility into subscription lifecycle events and billing run status
- Automated alerts for payment failures, invoice errors, and revenue anomalies
- Track billing accuracy and operational KPIs without building custom reports
Transparent Pricing
Growth
Day-to-day Zuora operational support
- Break/fix quick wins
- Setup & customizations
- Custom reports & templates
- Business analysis
- Access to Kaana RevOps Platform (Starter, 2 Users)
Scale
Advanced support for growing Zuora teams
- All services in Growth
- Data Migration Support
- Mass Change Updates
- Zuora for Salesforce Support
- Access to Kaana RevOps Platform (Advanced, 2 Users)
Premier
Dedicated enterprise Zuora ownership
- All services in Scale
- Dedicated Team Member
- Complex Data Loads
- Custom Development Support
- Access to Kaana RevOps Platform (Enterprise, 2 users)
- AI Custom App Development
Services Scope
Detailed breakdown of what's included in our managed services. Read the plans FAQ
| Growth | Scale | Premier | |
|---|---|---|---|
| Setup & Customizations | |||
| Recommendations, best practices, troubleshooting and instructions on how to: - Create/modify users and user roles - Create/modify Custom fields - Create/modify Communication profiles - Setup Product catalog - Batch segmentation - Create/modify Email and callout notifications | |||
| Enabling controlled release features and other actions which are not available to customers to perform in self-service mode | |||
| Creating, modifying, and deleting any objects/entities in customer's tenant at customer's direction | |||
| Resetting customer user IDs and passwords | |||
| Creating, activating, changing work email, or deactivating users in customer's tenant | |||
| Reports & Templates | |||
| Recommendations, best practices, troubleshooting and instructions on out-of-the-box reports, billing documents and their functionality | |||
| Creation of custom reports | |||
| Creating or modifying any custom report which was built by Zuora Global Services or an outside vendor | |||
| Creating or modifying billing documents based on customer mockups/requirements | |||
| Delivering weekly report on Zuora activity and Managed Services delivery | |||
| Delivering Zuora out of the box reports | |||
| Modifying templates based on customer mockups/requirements | |||
| Mass Change Updates | |||
| Instructions and troubleshooting on available UI operations that allow mass change updates, such as: - Mass Order Entry - Usage Upload - Customer Accounts - Payment Methods | |||
| Creation of Mass Order Entry or Usage files | |||
| Conducting mass changes across Accounts, Contacts, Subscription data (including pricing, payment methods, and usage records) | |||
| Providing complete solution design logic on how to execute batch operations via API | |||
| Data fixes due to incorrect/inaccurate data entered by Customer | |||
| Add/update rules in tenant environment for Billing, SalesForce, Accounting, Tax codes, etc. | |||
| Complex data loads (SOW required) | |||
| Development, Coding, Debugging | |||
| API troubleshooting (SOAP/REST) | |||
| Performance analysis | |||
| Code modification consulting | |||
| Billing document creation | |||
| WSDL upgrades | |||
| IDE troubleshooting | |||
| Code error debugging | |||
| Client-side error debugging | |||
| API solution design | |||
| Custom tools support | |||
| Performance optimization | |||
| Zuora for Salesforce | |||
| Z-Force Builder support | |||
| Custom APEX code development/debugging | |||
| Payment Gateway Integrations | |||
| Transaction logs, error identification | |||
| Payment failure debugging | |||
| 3rd party troubleshooting assistance | |||
| Connectors & Third-Party Integrations | |||
| Error identification, data model explanation | |||
| Application log review | |||
| Failure error troubleshooting with 3rd parties | |||
| Data Migration | |||
| API operations guidance | |||
| Legacy account migration design | |||
| Tenant-to-tenant migration | |||
| Data cleanup/deletion | |||
| Networking/Availability | |||
| Request receipt verification | |||
| Error message identification | |||
| Proxy/connection troubleshooting | |||
| Root cause analysis | |||
| General Consulting & Best Practices | |||
| Resource guidance | |||
| Best practice recommendations | |||
| Onsite support (SOW required) | |||
| Feature Requests, Defect Reporting, Incidents | |||
| Feature availability checks | |||
| Feature request submission | |||
| Defect identification | |||
| Defect submission coordination, status updates | |||
| Engineering engagement, ticket management, escalations | |||
Frequently Asked Questions
Ready to optimize your billing operations?
Kaana managed services clients achieve 99.5% billing accuracy and detect revenue leakage within 48 hours.
Connect with our team to learn how Kaana can own your Zuora operations.
Need Zuora optimization before managed services? Explore our Zuora consulting services.