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Closed
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Opened Oct 19, 2020 by Barbara Roncato@broncatoOwner5 of 31 tasks completed5/31 tasks

Zuora Business Analyst Certification - Barbara Roncato

Zuora Implementer Learning Path

Business Analyst 1: Introduction to Zuora and The 9 Keys (2.5 hours to complete)

Please complete the courses below in the suggested order and check the box as you complete each one.

  • COURSE 1 - THE SUBSCRIPTION ECONOMY & ZUORA
  • COURSE 2 - WHAT ARE THE 9 KEYS?
  • COURSE 3 - 9 KEYS AND ZUORA IMPLEMENTATIONS
  • COURSE 4 - INTRODUCTION TO ZUORA & 9 KEYS FRAMEWORK: ADVANCED CONCEPTS
  • ASSESSMENT - INTRODUCTION TO ZUORA AND THE 9 KEYS FRAMEWORK

Business Analyst 2: Product Catalog Management (20 to 25 hours to complete)

Please complete the courses below in the suggested order and check the box as you complete each one.

  • COURSE 1 - INTRODUCTION TO PRODUCT CATALOG MANAGEMENT FOR SUBSCRIPTION BUSINESSES
  • COURSE 2 - PRODUCT CATALOG OFFERINGS AND PRICING STRATEGIES
  • COURSE 2 - PRODUCT CATALOG OFFERINGS AND PRICING STRATEGIES
  • COURSE 3 - TIMING AND FREQUENCY OF CHARGES IN ZUORA
  • COURSE 4 - FREE TRIALS, RECURRING DISCOUNTS & CREDITS, AND PROMOTIONS
  • COURSE 5 - USAGE CONCEPTS: INCLUDED UNITS, OVERAGE, ROLLOVER, AND SMOOTHING
  • COURSE 6 - PRODUCT CATALOG MANAGEMENT: 9 KEYS, BEST PRACTICES, ADVANCED CONCEPTS, LIMITATIONS, AND INTEGRATION
  • ASSESSMENT - PRODUCT CATALOG MANAGEMENT

Business Analyst 3: Customer Accounts and Contacts (10 to 15 hours to complete)

Please complete the courses below in the suggested order and check the box as you complete each one.

  • COURSE 1 - OVERVIEW OF CUSTOMER ACCOUNTS
  • COURSE 2 - ACQUIRING AND MANAGING CUSTOMER RELATIONSHIPS
  • COURSE 3 - COMMUNICATION PREFERENCES AND TEMPLATES
  • COURSE 4 - BILLING AND PAYMENT ATTRIBUTES
  • COURSE 5 - ACCOUNTS AND CONTACTS: 9 KEYS, BEST PRACTICES, ADVANCED CONCEPTS, LIMITATIONS, AND INTEGRATION
  • ASSESSMENT - ACCOUNTS AND CONTACTS

Business Analyst 4: Subscription Management and Orders (5 to 7 hours to complete)

Please complete the courses below in the suggested order and check the box as you complete each one.

  • COURSE 1 - INTRODUCTION TO ZUORA ORDERS
  • COURSE 2 - CHANGE ORDERS AND MODIFICATIONS TO SUBSCRIPTIONS
  • COURSE 3 - DATA MODEL FOR ORDER, SUBSCRIPTION, AND RELATED OBJECTS
  • COURSE 4 - ORDERS AND SUBSCRIPTION MANAGEMENT: 9 KEYS, BEST PRACTICES, ADVANCED CONCEPTS, LIMITATIONS, AND INTEGRATION
  • ASSESSMENT - SUBSCRIPTION MANAGEMENT AND ORDERS

Business Analyst 5: Billing, Invoicing, Credit and Debit Memos (10 to 15 hours to complete)

Please complete the courses below in the suggested order and check the box as you complete each one.

  • COURSE 1 - OVERVIEW: BILLING, INVOICING, CREDIT AND DEBIT MEMOS
  • COURSE 2 - BASICS OF BILLING OPERATIONS
  • COURSE 3 - BILLING FOR USAGE
  • COURSE 4 - CREDIT AND DEBIT MEMOS
  • COURSE 5 - BILLING DOCUMENT TEMPLATE CONFIGURATION
  • COURSE 6 - BILLING, INVOICE, CREDIT & DEBIT MEMOS: 9 KEYS, BEST PRACTICES, ADVANCED CONCEPTS, LIMITATIONS, AND INTEGRATION
  • ASSESSMENT - BILLING, INVOICES, CREDIT AND DEBIT MEMO
Edited Nov 30, 2020 by Barbara Roncato
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Dec 31, 2020
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Dec 31, 2020
Reference: gitlab-com/business-ops/enterprise-apps/bsa/business-systems-analysts#1