March 2025

CSG
Enterprise B2B
Concept to Cash Solution Overview
Agenda
02

01 CSG & VNPT

Introductions 02 CSG Portfolio
Overview 03 Understand VNPT
Enterprise B2B
Aspirations

04 Catalog Driven Quote

& Order Overview 05 Q&A
Next Steps Discussion

2
CSG Overview
CSG’s technologies and people have helped some of the world’s most recognizable brands solve their toughest business challenges and evolve to
meet the demands of today’s digital economy with future-ready solutions that drive exceptional customer experiences.

40+ 1000+ 130+ 6,200+ $1.5B+

Years of Experience Clients Worldwide Countries Served Employees Revenue

Customer Experience Revenue Management &

Payment Services
Digital Monetization

▪ Customer Journey Orchestration & Analytics ▪ Unified Product Catalog, CPQ, Order Management and ▪ ACH Payments
Orchestration
▪ Customer Data Management ▪ Credit Card Processing
▪ Mediation/Settlements
▪ Customer Engagement Channels ▪ POS and Mobile Payments
▪ Convergent Rating, Billing and Charging
▪ Experience Consulting & Design ▪ Payment Gateways
▪ Digital BSS/marketplace
▪ Pre-Built, Industry Specific Customer Journeys ▪ Merchant Onboarding & Management Platform
▪ Print Design, Composition, and Delivery
▪ Pre-Configured Integrations
▪ Wholesale and Partner Management

900M+
12.3B 2.2B 110 $100B 500M+ $98B+ 168M
Wireless 98k Merchants in
Journey Customer Customers Annual Payments Daily Charging Annual Payments Payments
Subscribers North America
Interactions Communications Worldwide Processed Transactions Processed Transactions
Supported
 Market Leader
CSG’s technologies and people have helped some of the world’s most recognizable brands solve their toughest business challenges and evolve
to meet the demands of today’s digital economy with future-ready solutions that drive exceptional customer experiences.

Communications | Media And Entertainment | Government | Financial & Banking | Health | Utilities | Retail | High Tech 4
 We Power Enterprise Business for the worlds largest Telco’s

END 2 END ENTERPRISE B2B & COMPLEX B2B

MANAGED SERVICES

TELSTRA MTN VERIZON PLDT

Enterprise billing from CSG for South African telecom operator. Domestic and Enterprise billing and
Global business services $5b Voice, data, & digital customers. international billing revenue management
Wholesale services $2.5b using CSG for Enterprise Billing and revenue mgmt business separated from
International services $800m and Wholesale. 14 billion events Consolidate 30 billing B2C
process per month. systems globally

COMBINED B2B & B2C ENTERPRISE B2B INNOVATION

AIRTEL COMCAST
AT&T
Pan Africa Operations, with 14 Comcast is using End-to-end, pre- AT&T is taking advantage HUTCH IOD
countries using CSG to deploy & integrated customer care and of the CSG’s solution CKHIOD is empowering
operate the business and billing solution managed by CSG for capability and re-selling it wholesale and IoT
offering Enterprise solutions to more than 17 Mn postpaid and to their own customers enterprise customers
the end customers Enterprise customers around the world with
CSG solutions

5
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CHANNELS
Overall Portfolio E-commerce Sales Front CRM POS USSD / IVR Web & App

CUSTOMER
YOUR EXPERIENCE CATALOG
CUSTOMERS FULFILLMENT
Customer Journey
Orchestration PLM Pricing & Discount Product Catalog Services Eligibility rules Accounting Config
Workforce
management
Notification Engine
CPQ COM SOM Logical Inventory

Next Best Action

Order Orchestratio
Configure Live Pricing Approvals BPMN Service Inventory Service Order Activation
capture n

BILLING
EXPIRENCE
CUSTOMER MANAGEMENT BILLING PAYMENTS
Interactive Bill
Customer & Contact Account Billing Account Receivables Invoicing
Customer Hierarchy Online check out
Mgmt Management
Bill Explainer
Receivables Billing Account Product Definition Invoice Formatting
Disputes Adjustments Digital Wallets
Management
Print & Mail
Case Management CSR Toolbox Bill Inquiry Payments Adjustments General Ledger Payment Hub
ACH / Card processing

Collections Treatment & Contract

Customer 360 Payments Billing Care IVR
Management Collections Management
SALES &
YOUR
MARKETING
ADVANCED CHARGING
CUST SERVICE REP &
ACCOUNT MANAGER Sales Mgmt DASHBOARDS
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
Lead Mgmt. Mgmt. Function Function Function Function (CHF) Dashboards

Commission Mgmt. Reporting Engine

MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
Rating, Billing & Reconciliation Dispute
Offline Mediation Online Mediation Partner Portal Invoicing​
Settlement Mgmt.

ENTERPRISE SUPPORT
ERP NETWORK REPORTING
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CHANNELS
Overall Portfolio E-commerce Sales Front CRM POS USSD / IVR Web & App

CUSTOMER
YOUR EXPERIENCE CATALOG
CUSTOMERS FULFILLMENT
Customer Journey
Orchestration PLM Pricing & Discount Product Catalog Services Eligibility rules Accounting Config
Workforce
management
Notification Engine
CPQ COM SOM Logical Inventory

BILLING Next Best Action

Configure Live Pricing Approvals
Order Orchestratio
Service Order
BPMN Service Inventory Activation
capture n
▪ Billing AccountBILLING
Management
EXPIRENCE
▪ Bill Calculation CUSTOMER MANAGEMENT BILLING PAYMENTS
Interactive Bill
▪ Adjustments Customer & Contact
Mgmt
Customer Hierarchy
Account
Management
Billing Account Receivables Invoicing Online check out

Bill Explainer
▪ Account Receivables Management
Disputes Adjustments
Receivables Billing Account Product Definition Invoice Formatting Digital Wallets
Management

▪ Invoice Generation
Print & Mail
Payment Hub
Case Management CSR Toolbox Bill Inquiry Payments Adjustments General Ledger
ACH / Card processing
▪ Collections Management
Collections Treatment & Contract
Customer 360 Payments Billing Care IVR
Collections Management
Revenue Recognition
Management
▪ SALES &
YOUR
MARKETING
ADVANCED CHARGING
CUST SERVICE REP &
ACCOUNT MANAGER Sales Mgmt DASHBOARDS
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
Lead Mgmt. Mgmt. Function Function Function Function (CHF) Dashboards

Commission Mgmt. Reporting Engine

MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
Rating, Billing & Reconciliation Dispute
Offline Mediation Online Mediation Partner Portal Invoicing​
Settlement Mgmt.

ENTERPRISE SUPPORT
ERP NETWORK REPORTING
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CUSTOMER MANAGEMENT:
CHANNELS
Overall Portfolio ▪ Customer Information Management
E-commerce Sales Front CRM POS
▪ Contact
USSD / IVR
Management
Web & App

▪ Billing Account Management

CUSTOMER ▪ Customer Hierarchy
CATALOG
YOUR EXPERIENCE
CUSTOMERS
▪ CSR Toolbox FULFILLMENT
Customer Journey
PLM Pricing & Discount Product Catalog Services Eligibility rules Accounting Config
Orchestration
▪ Case Management Workforce
management
Notification Engine ▪ Customer Problem Management
CPQ COM SOM Logical Inventory
▪ Billing Inquiry Dispute & Adjustment Management
Next Best Action
Configure Live Pricing Approvals
Order
capture
BPMN
Orchestratio
n
▪ Customer 360Service Order
Service Inventory Activation

BILLING ▪ Privacy Dashboard

EXPIRENCE
CUSTOMER MANAGEMENT BILLING PAYMENTS
Interactive Bill
Customer & Contact Account Billing Account Receivables Invoicing
Customer Hierarchy Online check out
Mgmt Management
Bill Explainer
Receivables Billing Account Product Definition Invoice Formatting
Disputes Adjustments Digital Wallets
Management
Print & Mail
Case Management CSR Toolbox Bill Inquiry Payments Adjustments General Ledger Payment Hub
ACH / Card processing

Collections Treatment & Contract

Customer 360 Payments Billing Care IVR
Management Collections Management
SALES &
YOUR
MARKETING
ADVANCED CHARGING
CUST SERVICE REP &
ACCOUNT MANAGER Sales Mgmt DASHBOARDS
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
Lead Mgmt. Mgmt. Function Function Function Function (CHF) Dashboards

Commission Mgmt. Reporting Engine

MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
Rating, Billing & Reconciliation Dispute
Offline Mediation Online Mediation Partner Portal Invoicing​
Settlement Mgmt.

ENTERPRISE SUPPORT
ERP NETWORK REPORTING
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CHANNELS
Overall Portfolio
CONVERGENT CHARGING
▪ Real-time
E-commerce & batch Rating Function
Sales Front CRM POS USSD / IVR Web & App

▪ Real-time balance, session, and policy management

CUSTOMER ▪ Monetize 5G networks and future 5G uses cases
YOUR EXPERIENCE CATALOG
CUSTOMERS FULFILLMENT
Customer Journey
PLM
▪ Support for current 2G/
Pricing & Discount
3G/4G
Product Catalog Services Eligibility rules Accounting Config
Orchestration Workforce
▪ Charging for voice, data and digital transactions across any network or service management

platform.
Notification Engine
CPQ COM SOM Logical Inventory

Next Best Action ▪ Highly scalable and durable

Order
using microservices
Orchestratio
mesh.
Configure Live Pricing Approvals BPMN Service Inventory Service Order Activation
capture n

BILLING
▪ Real-time balance, session, and policy management
EXPIRENCE
▪ TMF CUSTOMER
based API integration
MANAGEMENT pattern BILLING PAYMENTS
Interactive Bill

Mgmt
▪
Customer & Contact Proven low-latency
Customer Hierarchy OCS/CCS
Account
Management
Capabilities Billing Account Receivables Invoicing Online check out

Bill Explainer
Receivables Billing Account Product Definition Invoice Formatting
Disputes Adjustments Digital Wallets
Management
Print & Mail
Case Management CSR Toolbox Bill Inquiry Payments Adjustments General Ledger Payment Hub
ACH / Card processing

Collections Treatment & Contract

Customer 360 Payments Billing Care IVR
Management Collections Management
SALES &
YOUR
MARKETING
ADVANCED CHARGING
CUST SERVICE REP &
ACCOUNT MANAGER Sales Mgmt DASHBOARDS
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
Lead Mgmt. Mgmt. Function Function Function Function (CHF) Dashboards

Commission Mgmt. Reporting Engine

MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
Rating, Billing & Reconciliation Dispute
Offline Mediation Online Mediation Partner Portal Invoicing​
Settlement Mgmt.

ENTERPRISE SUPPORT
ERP NETWORK REPORTING
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CHANNELS
Overall Portfolio E-commerce Sales Front CRM POS USSD / IVR Web & App

CUSTOMER
YOUR EXPERIENCE CATALOG
CUSTOMERS FULFILLMENT
Customer Journey
Orchestration PLM Pricing & Discount Product Catalog Services Eligibility rules Accounting Config
CSG DPM - PARTNER MANAGEMENT
Workforce
management
Notification Engine
End 2 end partner management,
▪ CPQ from onboarding
COM SOM Logical Inventory

Next Best Action to relationship and agreement management

Order Orchestratio
Configure Live Pricing Approvals BPMN Service Inventory Service Order Activation
▪ Partner Rating,
capture
Billing & Settlement,
n

BILLING
EXPIRENCE ▪ Dispute & Reconciliation
CUSTOMER MANAGEMENT BILLING PAYMENTS
Interactive Bill
Customer & Contact
▪ Reporting
Account
Customer Hierarchy Billing Account Receivables Invoicing Online check out
Mgmt Management
Bill Explainer
Receivables Billing Account Product Definition Invoice Formatting
Disputes Adjustments Digital Wallets
Management
Print & Mail
Case Management CSR Toolbox Bill Inquiry Payments Adjustments General Ledger Payment Hub
ACH / Card processing

Collections Treatment & Contract

Customer 360 Payments Billing Care IVR
Management Collections Management
SALES &
YOUR
MARKETING
ADVANCED CHARGING
CUST SERVICE REP &
ACCOUNT MANAGER Sales Mgmt DASHBOARDS
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
Lead Mgmt. Mgmt. Function Function Function Function (CHF) Dashboards

Commission Mgmt. Reporting Engine

MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
Rating, Billing & Reconciliation Dispute
Offline Mediation Online Mediation Partner Portal Invoicing​
Settlement Mgmt.

ENTERPRISE SUPPORT
ERP NETWORK REPORTING
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CHANNELS
Overall Portfolio E-commerce Sales Front CRM POS USSD / IVR Web & App

CUSTOMER
YOUR EXPERIENCE CATALOG
CUSTOMERS FULFILLMENT
Customer Journey
Orchestration PLM Pricing & Discount Product Catalog Services Eligibility rules Accounting Config
BILL/INVOICE EXPERIENCE
Workforce
management
Notification Engine
CPQ ▪ Interactive Bill:COM
bill analytics, presentment and SOM
full digitalizedLogical Inventory
Next Best Action billing and invoicing experience for B2B customers
Order Orchestratio
Configure Live Pricing Approvals BPMN Service Inventory Service Order Activation
▪
capture
Bill Explainer prevents
n
"Bill Shock" by using AI to personalize billing
BILLING
EXPIRENCE
information, helping customers understand changes in their bills
CUSTOMER MANAGEMENT BILLING PAYMENTS
Interactive Bill
▪ Print & Mail nearly 40 years of expertise, offering industry-leading
Customer & Contact
Customer Hierarchy
Account print and mail services
Billing Account Receivables Invoicing Online check out
Mgmt Management

Bill redesign:Billing
improving the look and feelInvoice
of bills to enhance user
Bill Explainer
▪
Receivables Account Product Definition Formatting Digital Wallets
Disputes Adjustments
Management
experience, incorporating customer-tested designs and simplifying
complex billingPayments
information Adjustments
Print & Mail
Case Management CSR Toolbox Bill Inquiry General Ledger Payment Hub
ACH / Card processing

Collections Treatment & Contract

Customer 360 Payments Billing Care IVR
Management Collections Management
SALES &
YOUR
MARKETING
ADVANCED CHARGING
CUST SERVICE REP &
ACCOUNT MANAGER Sales Mgmt DASHBOARDS
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
Lead Mgmt. Mgmt. Function Function Function Function (CHF) Dashboards

Commission Mgmt. Reporting Engine

MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
Rating, Billing & Reconciliation Dispute
Offline Mediation Online Mediation Partner Portal Invoicing​
Settlement Mgmt.

ENTERPRISE SUPPORT
ERP NETWORK REPORTING
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CHANNELS
Overall Portfolio E-commerce Sales Front CRM POS USSD / IVR Web & App

CUSTOMER
YOUR EXPERIENCE CATALOG
CUSTOMERS FULFILLMENT
Customer Journey
Orchestration PLM Pricing & Discount Product Catalog Services Eligibility rules Accounting Config
Workforce
management
Notification Engine
CPQ COM SOM Logical Inventory

Next Best Action

CSG XPONENT
Order Orchestratio
Configure Live Pricing Approvals BPMN Service Inventory Service Order Activation
capture
▪ Unified Cloudn Engagement Hub: brings together all customer data
BILLING and insights to optimize customer journeys and deliver fast results.
EXPIRENCE
CUSTOMER MANAGEMENT BILLING PAYMENTS
Interactive Bill
▪ Customer Journey Orchestration: end-to-end customer journey
Customer & Contact
Customer Hierarchy
Account orchestration,
Billinganalytics, andReceivables
Account communications
Invoicing across all channels.
Online check out
Mgmt Management
Bill Explainer
Receivables ▪ Data Integration: The platform leverages existing customer data
Billing Account Product Definition Invoice Formatting
and tech systems into its customer data platform and journey
Disputes Adjustments Digital Wallets
Management

orchestration engine for Adjustments

multi-channelGeneral
outputs.
Print & Mail
Case Management CSR Toolbox Bill Inquiry Payments Ledger Payment Hub
ACH / Card processing

Collections
▪ Enhanced Customer Engagement:
Treatment &
driveContract
exceptional customer
Management
Customer 360 Payments
engagement by converting complexity into actionable insights.IVR
Billing Care
Collections Management
SALES &
YOUR
MARKETING
ADVANCED CHARGING
CUST SERVICE REP &
ACCOUNT MANAGER Sales Mgmt DASHBOARDS
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
Lead Mgmt. Mgmt. Function Function Function Function (CHF) Dashboards

Commission Mgmt. Reporting Engine

MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
Rating, Billing & Reconciliation Dispute
Offline Mediation Online Mediation Partner Portal Invoicing​
Settlement Mgmt.

ENTERPRISE SUPPORT
ERP NETWORK REPORTING
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CHANNELS
Overall Portfolio E-commerce Sales Front CRM POS USSD / IVR Web & App

CUSTOMER
YOUR EXPERIENCE CATALOG
CUSTOMERS FULFILLMENT
Customer Journey
Orchestration PLM Pricing & Discount Product Catalog Services Eligibility rules Accounting Config
Workforce
management
Notification Engine
CPQ COM SOM Logical Inventory

Next Best Action

Order Orchestratio
Configure Live Pricing Approvals BPMN Service Inventory Service Order Activation
capture n

BILLING
EXPIRENCE
CSG MEDIATION
CUSTOMER MANAGEMENT BILLING PAYMENTS
Interactive Bill
Customer & Contact Efficient
▪ Customer Hierarchy Data Processing: It efficiently
Account Billingprocesses large
Account volumes of
Receivables data, bridging the
Invoicing Online check out
gap between networks and BSS/OSS.
Mgmt Management
Bill Explainer
Receivables Billing Account Product Definition Invoice Formatting
Disputes Adjustments Digital Wallets
▪ Multiprotocol conversion
Management
both real time and batch to meet all the Telecommunications
standards
Print & Mail
Case Management CSR Toolbox Bill Inquiry Payments Adjustments General Ledger Payment Hub
ACH / Card processing

Collections
▪ Data quality improvement, purging, filtering, consolidation,
Treatment &
aggregation,
Contract
reformatting,
etc.
Customer 360 Payments Billing Care IVR
Management Collections Management
SALES &
YOUR
MARKETING
ADVANCED CHARGING
CUST SERVICE REP &
ACCOUNT MANAGER Sales Mgmt DASHBOARDS
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
Lead Mgmt. Mgmt. Function Function Function Function (CHF) Dashboards

Commission Mgmt. Reporting Engine

MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
Rating, Billing & Reconciliation Dispute
Offline Mediation Online Mediation Partner Portal Invoicing​
Settlement Mgmt.

ENTERPRISE SUPPORT
ERP NETWORK REPORTING
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 YOUR

CSG
PRODUCT, FINANCE &
OPERATIONS TEAMS

CHANNELS
Overall Portfolio E-commerce Sales Front CRM POS USSD / IVR Web & App

CUSTOMER
YOUR EXPERIENCE CATALOG
CUSTOMERS FULFILLMENT
Customer Journey
Orchestration PLM Pricing & Discount Product Catalog Services Eligibility rules Accounting Config
Workforce
management
Notification Engine
CPQ COM SOM Logical Inventory

Next Best Action

Order Orchestratio
Configure Live Pricing Approvals BPMN Service Inventory Service Order Activation
capture n

BILLING
EXPIRENCE
CUSTOMER MANAGEMENT BILLING PAYMENTS
Interactive Bill
Customer & Contact Account Billing Account Receivables Invoicing
Customer Hierarchy Online check out
Mgmt Management
Bill Explainer
Receivables Billing Account Product Definition Invoice Formatting
Disputes Adjustments Digital Wallets
Management
Print & Mail
Case Management CSR Toolbox Bill Inquiry Payments Adjustments General Ledger Payment Hub
ACH / Card processing

CSG QUOTE AND ORDER Collections Treatment & Contract

Customer 360 Payments Billing Care IVR
Management Collections Management
SALES &
▪ YOUR MARKETING
Award winning CPQ is a niche player in telecommunications, offering a comprehensive
solution for configuring,
CUST SERVICE REP &
ACCOUNT MANAGER pricing, and quoting complex service contracts, with excellent
Sales Mgmt
ADVANCED CHARGING DASHBOARDS
support for TM Forum API standards and order management
Account Balance Charging Gateway Charging Data Online Charging Charging Function Operational & Business
Rating Function
End-to-End Order Management: comprehensive order management , catalog and CPQ
Lead Mgmt. Mgmt. Function Function Function Function (CHF)
▪ Dashboards

system that ensures transparency

Commission Mgmt. and efficiency from quote creation to order fulfillment Reporting Engine
for complex B2B. MEDIATION PARTNER MGMT & MONETIZATION
Contract Mgmt.
▪ Automated Service Delivery: The platform automatesOnline
Offline Mediation theMediation
delivery processes,
Partner Portal
Rating, Billing &
Settlement
Reconciliation Dispute
Mgmt.
Invoicing​

communicating with other systems to fulfill orders and activate products or services.
ENTERPRISE SUPPORT
▪ Flexible Pricing: It utilizes rate cards and cost cards to deliverERP
flexible and differentiated NETWORK REPORTING
pricing to customers, making it easy to manage various pricing strategies.
Document Mgmt.
Inventory Financials Mobile Network VAS Fixed Network GIS & Inventory BI & DWH

Credit Scoring
 A seamless journey from quote to order to cash

Catalog
Catalog driven approach, aligned to TMF-based product-
service-resource model and TMF Open API integration

Orch estra t e / Bi l l & Paym en t/ Recei v ab l e

Con fi g u re Qu al i fy Pri ce Qu ote Con tract Ord er Au tom ate I n v en tory Rati n g I n v oi ce Col l ecti on s & G L CA RE

Quote Order Management Revenue Management

✓ Simplification of CPQ processes via a common ✓ Quote to Order Life-cycle ✓ Enabling Sales - 360o customer view in a single
catalogue that drives order workflows ✓ Facilitating standardised, automated workflows platform.
✓ Empower Sales to bundle, discount & negotiate across the Order Life-cycle ✓ Complex Enterprise Charging Models
via an intuitive mobile experience ✓ Automated Order Validation and Orchestration ✓ Mapping to Corporate Hierarchies and Payment
✓ Facilitate Service Qualification ✓ Seamless integration to downstream systems Structures
✓ Seamless Lead to Quote Generation (fulfilment, inventory, workforce …) ✓ Modelling internal team structures to facilitate team
activity, work queues & workflows
✓ Flexible Billing Operations
15
 A seamless journey from quote to order to cash
Key Features

CSG Catalog holds the Enabling Complex Automate the E2E CSG Billing provides
price and cost Deal Management Fulfilment Journey accurate calculation of
fees and charges
Multiple pricing Facilitates Automated Seamless Order and Consistent view of
dimensions and Pricing, Negotiations and Billing Integrations Transactions
charging scenarios Commercial Approvals Approved pricing is
E2E Assurance and reflected in Billing
Reconciliation
Catalog Driven Capabilities

DESIGN QUOTE TO ORDER ORDER TO ACTIVATE

CPQ ORDER INVENTORY OPERATE

Live pricing, Seamless quote to Automatically created Happy Customers.
flexible approvals & order. Zero-code via orders and Reporting, MACs,
customer self-quote. order forms & validated against Tickets &
validation. Catalog. Performance.

IT’S ALL ABOUT THE FLOW

The CPQ & OM journey begins with the Catalog, where complex products,
services and bundles can be rapidly designed and priced.

Products from the Catalog flow through into automated quotes with DECOMPOSE ON-NET / OFF-NET /
dynamic pricing. Once approved, quotes seamlessly transition to orders and Consult the catalogue NETWORKS SUPPLIERS
into fulfilment. to dynamically create Rapid integration into Catalog driven
service/resource orchestrators or EMS. integration for off-net
The order fulfilment journey uses CPQ & OM’s powerful integration capabilities orders.
to enable automated provisioning and activation from suppliers. ordering.

17
Catalog Driven Architecture
Reusable Building Blocks of Definitions

CATALOG
OFFERINGS Control which customers are able to order specific COMMERCIAL OFFER MANAGEMENT
products. Build and tailor your commercial offerings based on service
catalog definitions. Incorporate reusable site qualification
PRICE & COST RATE COES & RATECARDS

criteria based on your product sale rules.

QUALIFICATION

PRODUCTS
PRODUCTS & SERVICES CATALOG
SERVICES INVENTORY Configure your products, services & resources definitions.
Define the relationships between services and service Build relationship models, incorporate your business rules.
components which will be used with service instances Model your supplier products.
RESOURCES to form inventory
Model your price & costs and apply to your offering, order or
product..
DECOMPOSITION SUPPLIER PRODUCTS
LIFECYCLES & BUSINESS PROCESS DEFINITION
Configure the state models for order management. Configure
TASKS your delivery processes for your orders. Automate and
integrate or define the human tasks for your delivery teams.
LIFECYCLES BPMN PROCESSES
EVENTS

PROCESS FULFILMENT & AUTOMATION

Define the types of orders available for each offering. Select
ORDERS the lifecycle and business processes used to deliver each
order.

OTHER BUILDING BLOCKS IN THE CSG CATALOG

RELATIONSHIPS SALES ORDER STAGES CONFIGURATION

PLACES PARTIES TICKET / ENQUIRY

 Business Benefits of a Catalog Driven Architecture

Time to Market Lower Cost to Serve Deal Profitability New Business Models Quote To Bill Accuracy

Define new products Architect the business so Defines the deal With Digital B2B2X Ensure what you quote you
quickly to capture new critical processes and management processes – ecosystems, effective fulfill and bill customers​
market opportunities by workflows can change how prices and discounts partner products & services with end-to-end visibility
orchestrating all related without incurring costs. can be negotiated and become the differentiator. with Active Inventory &
business processes and approved, how quotes are Launch and Monetize New Traceability
systems accurately. generated, approved and Beyond Connectivity
accepted by a customer. products & services
CSG Catalog, Quote & Order
CAPABILITY MAP

DIGITAL CHANNELS
WEB PORTAL APIS CSG CPQ ON SALESFORCE LIGHTNING
& PORTALS

PARTY & ACCOUNT CATALOG ACTIVE INVENTORY

Manage parties including Design and publish services and offerings and create plans and rate cards to manage service charges. Manage customer pending, active and inactive inventory
organisations, teams & individuals.
SPECIFICATIONS RELATIONSHIPS OFFERINGS GENERAL INVENTORY MANAGEMENT INVENTORY HISTORY
ORGANISATIONS
• Product, Service & Resource • Associations • Rate Card Creation • Order Scenarios • Product, Service & Resource Inventory • Configuration History
• Platform Owner • Supplier & Downstream Offers • Compositions • Pricing for Offerings & Products • Enquiries • Inventory State Model • Order History
• Customers • Decomposition Modelling • Aggregations • Contract Terms • Configurations • External Inventory References • Task History
• Suppliers • Realisations • Qualification Criteria • Tasks • Service Graphs
• Delivery Partners
• Organisation Attributes
• Multi-Account Per Org.
PRICING QUOTATION NOTIFICATIONS
INDIVIDUALS & TEAMS Core pricing capability, including additional pricing and discount rules/policy. Automated/manual collections & Notify customers of order activity.
payment with multi supplier
• Individual Users PRICING POLICIES DISCOUNTING NOTIFICATIONS
• Teams
CORE PRICING support.
QUOTATION
• Notification Preferences • Live Calculated Pricing • Custom Price Policies • Upfront & Monthly Pricing • Fixed & Percentage • Email
• Data Curtaining • Manual Approved Pricing • Tiered Pricing • Annualised Pricing • Term Discounts • Staged Quotations • Outbound via API
• Customer Differentiated Pricing • Early Termination Fees • Multi-Dimensional Pricing Policy • Promotional Pricing • Quote Approval Workflows
• Rate Card Inheritance • GST/VAT Calculation • Multi-Dimensional Pricing • Price Variances • Quote Locking
• Multi-Currency • Commercial Manager Roles• Order Withdrawal Pricing • Role Based Discounting • Quote & Quote Item Cloning
QUALIFICATION • Cost Modelling & Margin • Amortisation • Quote PDF Generation ANALYTICS & REPORTING
• Versioning
Product & Service Qualification
Analyse order and inventory data.
QUALIFICATION ORDER MANAGEMENT REPORTS
• Product Eligibility
Manage the submission of the order through to completion and flow configuration into Inventory. CONTRACTS • Built-In Dashboard
• Site Serviceability
• Excel & CSV Download
• Multi-Supplier Federation • Fixed Contract Terms
• Product Feasibility
ORDER CAPTURE ORDER MANAGEMENT STATE MODELS / LIFECYCLES GENERAL • BI Tool Connectivity
• Custom Contract Terms
• Related Offering Qualification • Dynamic Form Rendering • New Change Terminate Orders • Configurable Order Stages • Order Comments • Co-Terminated Contract
• External Rules / Policies • Delivery Dates • Order Locking • Customer Raised Actions Dates
• Automatic Validation • Order Change Tracking • Transition Reasons • API Rules
• Quick Rendering Tests • Order Decomposition • Customer Contract Mgmt.
ADDRESS MATCHING • Service Relocation
• Address Cache
• Multi-Supplier Federation
• Google Maps Integration
• Sub-Address Enrichment
• Manual Addressing Workflow & human WORKFLOW HUMAN TASKS
• Bulk Address Matching ORCHESTRATION task management
• BPMN 2.0 Engine • Workflow Synchronisation • Approval Workflows • Process Tasks • Task Snoozing • Bulk Actions
• Extensive Library • Sync & Async Activities • Instant Tasks • Task SLAs
20
Quote and Order APIs
▪ Quote & Order’s APIs span both TM Forum Open APIs (REST)
design-time & run-time supporting
functions such as catalog About these APIs Northbound Southbound
federation and wide range of pre- These APIs are faithful •
•
TMF622: Product Order*
TMF637: Product Inventory*
•
•
TMF620: Product Catalog
TMF622: Product Order
implementations of the TM
order and fulfilment operations. Forum Open APIs, supporting
•
•
TMF673: Geographic Address*
TMF679: Product Qualification*
•
•
TMF632: Party Management
TMF633: Service Specification
hub/listener patterns. • TMF620: Product Catalog • TMF637: Product Inventory
TMF633: Service Catalog
▪ Quote & Order has three sets of
• • TMF638: Service Inventory
These APIs are built using our • TMF638: Service Inventory • TMF639: Resource Inventory
integration cartridge model
APIs you can choose from to suit (easily added to the platform
•
•
TMF645: Service Qualification
TMF648: Quote Management
•
•
TMF640: Service Activation
TMF641: Service Order
your use case. outside of core releases).
• TMF662: Entity Catalog •
•
TMF645: Service Qualification
TMF648: Supplier Quote
• TMF673: Address Validation

▪ All sets of APIs are REST based and

• TMF679: Product Qualification
* TM Forum Certified API • TMF681: Communication

follow Open API & TMF data

models. MEFSID
Sonata
APIsAPIs (REST)
(REST)
About
About these
these APIs
APIs Design Time
Northbound Run Time Operational
Southbound
These APIsSID
TM Forum are APIs
faithful
are based Address
• ▪ Entity validation
Catalog (TMF662) • Quote▪ • Party
Address validation
implementations of the MEF Site query *
• ▪ Offering • Sales OrderSite query • Party Role
around the SID and are Product catalog
▪
• ▪ Specification • Customer Order
Product catalog
• Configuration
Sonata APIs, supporting
consequently very rich, ▪ POQ
▪
POQ
• Pricing
▪
hub/listener patterns.
exposing all functionality ▪ Quote * • Task ▪ Quote
▪ Product order * Product order
available
These APIsin are
the anplatform.
evolution of ▪ Product inventory
• Event ▪
▪ Product inventory
Trouble ticket • Address
the original
These APIs areMEF Sonata APIs ▪
•
▪ Trouble ticket
Qualification
which were contributed
developed/extended as new to the • Inventory
MEF by CSG
features are added to the Selling to Wholesale Buying from
platform. Functionality is a customers Wholesale suppliers
superset of what has been
* Available now – others under development – Catalog & POQ dependent on Ella release of Sonata
accepted into the standards.
21
TMF Conformance

Account Management TMF666

Appointment Management TMF646
Balance Management TMF654
Communication Management TMF681
Customer Bill Management TMF678
Customer Management TMF629
Document Management TMF667
Party Management TMF632
Payment Management TMF676
Payment Method Management TMF670
Product Catalog Management TMF620
Product Inventory Management TMF637
Product Ordering Management TMF622
Resource Inventory Management TMF639
Service Catalog Management TMF633
Service Inventory Management TMF638
Usage Consumption Management TMF677
Usage Management TMF635
Product Offering Qualification TMF679
Geographic Address Qualifcation TMF673
TM Forum ODA (Open Digital Architecture)
https://www.tmforum.org/oda/directory/software-providers/directory/csg + 14 southbound TMF OpenAPIs
22
Industry Leadership
TM Forum Catalysts – Zero Touch, Channels & Markets

13 Significant awards since 2015

2023
CHANNELS & MARKETS (PH. 2)
• Simplifying the formation of dynamic B2B2C marketplaces (Nokia, Microsoft, Vodafone).
▪ DTW 2023 Outstanding Catalyst - Business Impact • Won an award for as an Outstanding Catalyst in Business Impact.
▪ TMF 2019 Excellence Award for Open APIs
▪ TM Forum Conformance CHANNELS & MARKETS (PH. 1)
▪ eTOM – Industry Process Model 2022 • Removing the barriers of API adoption, particularly with non-telecommunications providers.
• Equivalence on assisted and self-service channels.
▪ SID – TMF Information Model • Formed with Nokia, Microsoft, Vodafone.
▪ APIs – TMF Open APIs
ZERO TOUCH PARTNERING
2019 • Plug and Play Partner Integration with TMForum Open APIs (Sigma, Oracle, Telstra, Vodafone, Unico)
• Won the Contributions to TMForum Assets award.

NETWORK AS A SERVICE
2018 • Catalog to Order discovery network service specifications from a model driven network (Ciena/BluePlanet, Telstra, Vodafone)
• Packaging into a product offer in product catalog followed by a run time experience with TMForum Open APIs.

GLOBAL ELAN
2017 • Orchestrating orders for MEF conformant services across multiple providers through TMF/MEF APIs
• Won the Outstanding Architecture award
23
 CSG Quote & Order: Omni Channel Support
We are leveraging our APIs to integrate into the leading CRM Platforms.

OUR NATIVE PORTAL OUR SALESFORCE APP

• Available out of the box. • Our Salesforce app is mature. It implements a wide variety of
our CPQ capability.
• Supports many user roles and B2B use cases.
• Native salesforce application using latest SFDC technology.
• Customers can log in and perform self care.
• Plug & Play with customers on recent versions of salesforce.
• About to release a major 2.0 update this month.
OUR APIs • Live with customers in production.

• A rich suite of APIs to support custom portal builds

and B2B integration.
OUR DYNAMICS 365 APP
NEW
iFrames
• Currently in an initial proof-of-concept phase.
• Available out of the box. Supports hiding menus, • Undergoing additional development this quarter.
sidebars, etc. for a clean look. • Great relationship and backing from Microsoft.
• Very simple and quick way to integrate CSG Quote & • Q3 2024 estimated production release date.
Order into an existing portal framework for a
“quick win”. Then transition to a custom • Implementation timeframes can be brought forward with
implementation over time. deal-backing.

24
Enterprise B2B Architecture
CSG’s Enterprise Catalog Driven Quote & Order Management across all Unified Channels
Sales & Enterprise Retail/SMB
Wholesale Resellers Operations
Account Customers Customers
Customers
Teams

CRM CRM APIs Q&O PORTAL YOUR

YOURPORTALS
PORTALS
LEAD & QUOTES CONSUMER
LEAD & CONSUMER
OPPORTUNITY . OPPORTUNITY .
Quote & Order
MGT MGT ORDER MANAGEMENT WHOLESALE
WHOLESALE

CATALOG QUOTES ENTERPRISE

ENTERPRISE
QUOTES QUOTES
Quote & Order Quote & Order Quote & Order ORDER MANAGEMENT
INVENTORY PARTNERS
PARTNERS

EPC, CPQ & COMMERCIAL ORDER MANAGEMENT BILLING & INVOICING

Consistency Across All
PRODUCT CATALOG QUALIFY CPQ PRODUCT ORDER MANAGEMENT PRODUCT CATALOG Channels
Product Models Address Validation Multi-Line Quote Order Types (N/C/T) ▪ Same eligibility
RATING
▪ Same price
Pricing Definitions Site Qualification Order Feasibility* Order Provisioning Processes ▪ Same qualification
BILLING & INVOICES ▪ Same order object
Quote & Order Revenue
Commercial Offerings Internal Approval Notifications Management
▪ Swap between channels as
PRODUCT INVENTORY COLLECTIONS needed for a single order
Customer Eligibility Customer Approval Service Order Issue & Track
DATA ANALYTICS DOCUMENT PRODUCTION

SERVICE ORDER & RESOURCE ORDER MANAGEMENT

ACS AAA IPTV OTT
SERVICE CATALOG SERVICE ORCHESTRATION NETWORK DISCOVERY WORKFORCE MGMT
SERVICE ORDER MANAGEMENT & ACTIVATION
GIS OSP WFM FSM
SERVICE INVENTORY RESOURCE INVENTORY RESOURCE ORDER MGMT NETWORK INTERFACES
25
NETWORK & PARTNER
 CATALOG DRIVEN CPQ CONFIGURATION AND USER EXPERIENCE

CSG Catalog,
Quote & Order

▪ Catalog-driven
configuration drives the
pricing, costs and
process flows for each
product offering

▪ Ability to quote based on

live-pricing updates and
negotiated pricing to
determine commercial
summary & profitability

26
 DECISION BASED APPROVAL PROCESS

CSG Catalog,
Quote & Order Send DELEGATION REVIEW
CUSTOMER APPROVAL
to L1 Team: L1

▪ Negotiated Pricing
Send
Journey that facilitates to L2
DELEGATION REVIEW
Team: L2
approvals of the deal
based on profitability
thresholds at the deal, Send DELEGATION REVIEW
product or line-item to L3 Team: L3

granularity
Send to Configured to skip delegations if over a pre-defined margin.
Customer
▪ Configurable multi-level
delegation matrix to
drive the approval APPROVAL
DECISIONING
process

27
 DECISION BASED APPROVAL PROCESS

CSG Catalog,
Quote & Order

▪ Negotiated Pricing
Journey that facilitates
approvals of the deal
based on profitability
thresholds at the deal,
product or line-item
granularity

▪ Configurable multi-level
delegation matrix to
drive the approval
process

28
 DYNAMIC DEAL TEMPLATES WITH COMMERCIAL & PROFITABILITY SUMMARY

CSG Catalog,
Quote & Order

▪ Dynamic Deal Templates

driven by the Product
and Offer specifications

▪ Ability to quote based on

live-pricing updates,
negotiated pricing and
user inputs to determine
overall commercial
summary and
profitability of the deal

29
 END-TO-END ORDER MANAGEMENT SYSTEM PROVIDING TRANSPARENCY ACROSS ALL ORDERS

E2E Fulfilment

▪ Automated processes to
decompose and fulfil an
order

▪ Delivering structured
operations combining
both automated &
human activities.

▪ Embedded BPMN 2.0

engine to integrate
gracefully into
downstream systems

SLA Tracking & Alerting | Event Handling | Fallout Management

30
 AUDITABILTY & E2E ASSURANCE
Auditability & traceability

Reconciliation
Automated flow to Billing. What
you quote is what you bill

▪ What you Price, is what

you Quote and makes it
way to Fulfilment and
Billing

▪ Automated flow from

Quote to downstream
system

▪ Auditing, Traceability
and Reporting across the
Deal Management
Journey

31
 DEAL ANALYSIS – PRODUCT & CUSTOMER LEVEL

Analytics &
Reporting
▪ Deal Profitability
Analysis by Customer &
Product Line.

▪ Visualizations and
interactive charts and
dashboards, available via
PC, tablet and smart
phones

▪ Can be extended to
include end to end Deal
vs Billing data for
assurance

32
 CSG at One.NZ (Formerly Vodafone New Zealand)
IMPLEMENTATION NOTES
CUSTOMER PROFILE PRODUCT PORTFOLIO
One.NZ Wholesale & Global use Quote & • Enterprise Internet OUR ROLE
Order for delivery of a purely digital • Mobile Broadband To transition the One.NZ Wholesale & Global
experience to their local and • Metro Ethernet MPLS & IP VPN business unit to a completely digital ordering
international customers. • Direct Fibre
experience for customers.
• Enterprise VoIP & SIP Trunking
CSG deployed Quote & Order to take One.NZ
• Traditional Calling Services
Wholesale & Global from a totally manual
• MEF Sonata APIs operating model (Fax, Email & Spreadsheets) to
a purely digital one.
SELF-SERVICE
CUSTOMERS
FLOW THROUGH AUTOMATION
Quote & Order was used to drive automation for
Simple & Complex Order Capture, Bulk
Orders & Real-time Order Tracking
all high-volume products. Structed human
tasking was used for lower volume products and
CPQ & CUSTOMER ORDER MANAGEMENT certain manual activities.
Design Products & Customer Enquiries,
Pricing Approvals Project Orders, E2E Order
PRODUCT Mgmt.
TEAM z
One.NZ CO-CREATION
CSRs
CSG worked closely with the One.NZ teams to
design optimised “to-be” workflows and trained
Order Fulfilment & Task & Automated Fibre Design / Build various business units on the platform.
Exception Management Fulfilment Estimates

CSG ran agile delivery and multiple showcases to

keep stakeholders aligned.

SERVICE BSS/OSS NETWORK

FULFILEMNT TEAM
 Quote & Order at One.NZ New Zealand CUSTOMER &
PARTNER USERS

One.NZ BSS/OSS (SYSTEMS OF RECORD)

One.NZ WEB PORTAL

Wholesale & Global Platform LOCATION

COMPLEX
CATALOG CPQ SIMPLE ORDER INVENTORY + MORE
OPEN DIGITAL APIs ORDER SERVICE QUALIFICATION

CATALOG inc. META MODEL ORDER MANAGEMENT INVENTORY MANAGEMENT NETWORK ORCHESTRATION

OFFER Order
Simple Orders Installed Assets
Validations
PRODUCT, SERVICE,
RESOURCE CSM LAYER / ESB
Order Configuration
Complex Orders History
Inventory Relationships
ORDER Tracking

PROCESS & HUMAN

TASK CLOUD POWER BI

PRICING ENGINE MESSAGE BUS

Rate Cards Rate Codes

AUTOMATION QUALIFICATION
Pricing Policies WHOLESALE PARTNERS (OFF-NET)

Process Libraries REPORTING

BPMN 2.0
QUOTE MANAGEMENT Process
SLA Intelligent
PARTY / • Fibre
Management Tasking
Engine IDENTITY • xDSL
Quote Quote Process Definitions • Voice
Generation Approvals NOTIFICATIONS
5 Next Steps Discussion
 Proposed Demo (Next Step)- Quote to Cash Journey

Sell Journey

Catalog CPQ Portal Qualify Approve Quote Order Fulfilment

Pre-Defined Base Products Ready to Use to Configure Qualify Against Your Site Review & Approve the Generate a Quote for Your Single Click to Progress to E2E Assurance and
& Price Your Products Data Quote Customers Order Reconciliation

Pre-Defined Complex Multi-site and multi- Qualify your products Review & approve your Generate the Progress the order to Automated flow from
Multi-Site Products line-item quotes in a across multiple quotes to ensure deal commercial approval fulfilment with a Quote to downstream
single ordering providers at the same & financial document for your single click. system. Auditing,
process. time. governance. customer in PDF with Traceability and
the quote summary Reporting across the
and terms & Deal Management
conditions. Journey

With your RULES, your PRICING, your TERMS and CONDITIONS.

36
 DEMO Use Case

1 ENTERPRISE ACCOUNT RELATIONSHIP TEAM

1. Create a new Deal (Order) for a new Enterprise Customer

2. Complex multi-product deal
• VPN Sites
• Cloud Services
• Office 365

3. Service Qualification and Deal Feasibility

4. Review Deal Profitability and Margins, and trigger Approvals if required

2 APPROVALS/PRICING TEAM

1. Receive a request to Approve/Reject the deal based on profitability

2. Review approval workflows and tasks
3. Push to Approve
4. Approve and OM
5. Decompose and manage the order and manage fulfilment workflows

37
Thank You

Corporate Headquarters
169 Inverness Dr W Suite 300
Englewood, CO 80112

T: +1 303 200 2000

F: +1 303 200 3333

38