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Your AI Billing Foundations Action Plan

Start with one AI-enabled offer. Use this 90-day review to define its commercial requirements, test the connections and agree your next investment.

Days 1 to 30:
Agree the offer and its boundaries

  • Define what customers buy and the evidence needed to measure it.
  • Agree included usage, additional charges and what happens at a limit.
  • For existing customers, review agreements, renewal dates and how changes will be explained.
  • Identify delivery costs, available cost data and an owner for each commercial decision.

Output: A one-page offer definition, agreed customer terms and a list of information gaps.

Days 31 to 60:
Choose the control and integration approach

  • Select how you might control usage according to the service’s exposure and acceptable response time.
  • Map how usage reaches the commercial system and what decisions are required by the application or gateway.
  • Identify where customer records, pricing, allowances and balances are maintained.
  • Assess which capabilities can be added alongside existing billing.
  • For credits or outcome pricing, document the specific rules and evidence required.

Output: A simple commercial flow showing the systems, responsibilities and changes needed.

Days 61 to 90:
Test one complete customer journey

  • Follow representative usage through measurement, pricing and the customer bill.
  • Test an exhausted allowance and confirm the agreed customer experience.
  • Where authorization is required, test reservation, further authorization, settlement and release of unused balance.
  • Check how a customer would understand and question the charge.
  • Compare revenue with allocated delivery costs and record any remaining uncertainty.

Output: A documented test result and a prioritized improvement log with owners.

Agree whether to address information gaps, run a limited pilot or implement additional capabilities. Use the findings to define scope and success criteria. This is a review and validation timetable. Implementation timing depends on the changes required.

Ready to discuss your action plan? Speak to our team of experts.