Superior Customer Service &
Strategic Financial Management
IDI SaaS—Comprehensive Management Tools Designed For Your Success
Elevate your telecom operations with IDI’s comprehensive suite, where exceptional customer service and strategic financial management converge. Our customer care and financial management modules form a robust foundation for telecom providers seeking to excel in customer engagement while securing their financial health with efficiency and precision.
Transform Customer Interactions Into Opportunities
Dive into the heart of customer service with IDI’s Customer Care module. Configurable to align with your business processes, it’s not just a tool; it’s a revolution for your customer support team. Designed for speed and efficiency, our intuitive interface allows your representatives to navigate and manage customer inquiries with unprecedented ease.
One Platform, Comprehensive Control
Unified Operations
Process Automation
Seamless Integration
Performance Monitoring
Customer Portal – Streamline Every Step Of The Payment Journey
IDI’s Customer Portal offers a flexible, full-service Web environment that enables service providers to improve customer relations and streamline operations — providing greater access to account information while reducing printing, processing, service, and administrative costs.
Enhance The Digital Customer Experience
Customizable User Experiences
Enabling you to deliver the desired customer journeys for each market you service, optimized for multiple channels and devices.
Easy Integration Options
Leverage IDI’s open framework and APIs that support integrations to existing systems or third-party applications.
Empower Your Customers To Self-Serve
Provide end users with immediate visibility of their accounts, effortless navigation to essential details, and the convenience of managing their financial transactions. From reviewing and printing invoices to managing plans and contracts, adding payment options, and settling bills through diverse online channels—Customer Portal supports it all. Encourage autonomy with setups for autopay, paperless billing, and personalized notifications, enhancing their experience and your efficiency.
Digital Wallet Capabilities
Electronic payments, powered by Paymentus, enable customers to create their own wallets with multiple modern payment options.
Enhanced Branding Capabilities
Choose your preferred corporate color palette with style settings and brand with company logos, colors, fonts, and images.
Precision Market Management – Seamless Integration Across Operation
IDI’s Market Management solution empowers you to categorize customers from the moment they make a purchase right through to the financials. Segment by location, agent, channel, or service, and watch as the advantages unfold in real time.
Enhanced Access Control and
Promotional Precision
- Coordination Across Business Functions: Bridge the gap between billing, retail, and accounting with market-focused strategies. Allocate every customer and sales point to a specific market group to streamline ledger entries and enhance reporting clarity. This method simplifies audits and financial reviews, ensuring every transaction aligns with your business objectives.
- Financial Clarity by Market: Leverage the power of IDI’s General Ledger system to generate and analyze financial data market by market, providing a granular view of your business’s economic landscape.
Streamlined B2B Billing For The Corporate World
IDI’s Corporate Billing is the key to untangling the intricate web of corporate account structures. Cater to the unique configurations of your business clients with a system designed to manage multi-tiered hierarchies effortlessly. Our solution is built to foster clarity and connection across accounts, no matter how complex their relationships may be.
Customized Billing For Every Corporate Layer
Harmonious Account Hierarchy
Seamlessly set up and manage multi-level ‘parent/child’ account relationships to reflect your clients’ organizational structure.
Dynamic Structure Tracking
Stay updated with the evolving corporate landscapes, keeping track of structural changes as businesses grow and shift.
Holistic Overview
Gain a panoramic view of relationships, financials, usage, and support tickets, all within the corporate family tree.
Consolidated Invoicing
Aggregate charges seamlessly, rolling up subsidiary account expenses into a singular parent invoice for simplified payments.
Collections & Treatment – Accelerate Revenue Recovery
Customized Automation For Superior Results
Intelligent Rules-Based Management
Design and enforce custom rules to guide customers through the collections journey with precision.
Seamless Service Control
Implement automated restrictions and reactivations to manage customer access effectively.
Effortless Dunning Operations
Simplify debt recovery with automated notifications and seamless integration with collection agencies.
Smart Spending Caps
Proactively set limits to minimize risk and manage the impact of overdue accounts.
Precision Accounting: GAAP-Compliant And Market-Ready
In the dynamic world of telecom, adapting to new products, ever-evolving tax codes, and market shifts is crucial for financial management. IDI delivers the clarity and control you need with an intuitive interface and essential reporting tools. Our system equips you with the critical data necessary for monitoring financial health, ensuring month-end reporting is accurate and seamlessly integrating with third-party accounting packages.
Empower Your Financial Management With
Robust Tools
Efficient Electronic Payment Management
Streamline how you handle electronic transactions, ensuring speed and security.
In-Depth Financial Analysis
Access a suite of ready-to-use financial forensics and auditing reports to stay informed and compliant.
Tailored Tax Solutions
Employ IDI’s integrated tax engine to accurately apply provider-specific taxes.
Comprehensive Adjustment and Write-Off Tools
Execute write-offs, hold adjustments, and manage deposits with full control, ensuring your financials reflect your business’s reality.
Customizable Ledger Architecture
Define your General Ledger Chart of Accounts and set up a fiscal calendar that aligns with your business cycle
Comprehensive Transaction Reporting
Effortlessly generate journal entries for Billing, Customer Care, and Retail transactions.
Robust Reporting – Transform Data Into Decisions
The telecommunications industry moves at lightning speed, and staying on top of key performance indicators is crucial. IDI’s B/OSS platform is equipped with an extensive library of standard reports, designed to empower you to manage and optimize operations at every level. Whether it’s grasping the big picture or zooming in on specific areas, our reporting capabilities are your ally in swiftly adapting to market shifts and seizing new opportunities.
Key Features For Informed Decision-Making
Versatile and Exportable for Every Need
Our reports aren’t just comprehensive; they’re flexible. Export them into CSV, HTML, or XML formats to suit your analysis and presentation needs. Configure permissions for report access, ensuring data security and relevance.
Customized Reporting at Your Fingertips
While IDI can aid in developing tailored reports, you also have the freedom to craft your own with standard SQL and XML functions. This means your business intelligence can be as unique as your business itself.
Rich Reporting Library
Access over 300 standard reports included in the core solution
Scheduled Insights
Set up user-defined report schedules to receive information when you need it.
Build A Better Experience—And Propel Your Business Forward.
With IDI’s Customer & Financial Management modules, you’re not just keeping up, you’re setting the pace—ensuring your customers are satisfied, your bottom line is always on target, and your business strategies are as agile as the market demands.