CDot Subscription Owner Association/Creation for Amendment and Renewal

Problem

In the sales process, salespeople are required to provide information on a Quote about the CDot User that is managing the particular purchase. For sales-engaged new biz, the contact that is ultimately passed to Zuora as the Zuora Sold To associated with the Zuora Account and Subscription is used to create or associate a CDot User with a Zuora Account/Subscription. For Amendment and Renewal sales-engaged deals, no User management takes place in CDot to associate any new contacts with a namespace. This causes provisioning lags that impact revenue recognition because license emails may not be sent to the appropriate use (that is not represented in CDot or not associated with a namespace/Zuora Subscription).

Proposal

https://gitlab.com/gitlab-com/business-technology/enterprise-apps/intake/-/issues/319#note_676389738

Update the FindOrCreateCustomersService to only find Customers using email address. This means avoid the fallback find logic using zuora_account_id. If new sold to contact information is received in a callout and the email address does not exist, CDot should create a new customer and associate it to the order and account.

Result

All sales-engaged deals have Zuora Sold-To contact created and/or associated with a Zuora Subscription/Account/Namespace.

Next steps (if any)

Fulfillment (@tgolubeva) and EntApps (@mquitevis) have already brainstormed a high-level solution. Next steps are Fulfillment prioritization and working on a detailed solution.

How will we measure success?

The Zuora Sold To Contact received licensing emails for all deal types (New business, Amendments, Renewals)

Communication Plan

• When problem/solution validation begins, re-engage cross-functional team members: Mark, Jessica, Sarah, Jesse and Tatyana.
• If and when user design work is deemed necessary and design work starts, communicate the beginning of this development phase.
• When development work begins, communicate status.