Development of a Custom Account Management and Billing Platform for Educational Service Providers

The client aims to develop a comprehensive platform to manage user licensing, streamline administrative roles, facilitate seamless onboarding via Single Sign-On, and enable flexible, scalable billing for varied user groups including individuals, small-to-medium businesses, and large enterprises. Current systems lack integrated billing and user management functionalities, limiting monetization potential and operational efficiency.

A mid-sized educational organization seeking to enhance its online learning and licensing management capabilities, including scalable user administration and integrated billing solutions.

• Design and implement a unified account management interface integrated with an existing learning management system.
• Create a secure Single Sign-On (SSO) process to simplify user registration and authentication across multiple platforms.
• Develop role-based admin panels for managing individual users, corporate clients, and internal staff with customizable permissions.
• Implement a flexible billing system with options for per-license, subscription, and volume-based pricing, including automatic payment processing and invoice generation.
• Ensure system scalability to support large corporations with thousands of employees.
• Integrate the platform with existing accounting and ERP systems for streamlined financial management.

• Unified user registration and login with Single Sign-On (SSO) for both account management and learning platforms.
• Role-based access control with multiple admin roles, including owner, administrator, and manager, for different user types and organizational levels.
• User management features such as inviting users, filtering by status, and deactivating licenses.
• Company profile management including role assignment, license allocation, and profile updates.
• Custom administrative panels for client representatives and internal staff with tailored functionalities.
• Automated license provisioning and deactivation processes to accommodate staff changes.
• Multi-tiered billing system supporting fixed, volume-based, and floating pricing schemes.
• Automatic invoice generation and secure payment processing, supporting multiple payment methods.
• Integration with existing ERP/accounting solutions for seamless financial operations.
• Data reporting dashboards for financial overview, payment history, and licensing status.

• Learning Management System (LMS) for seamless course access and licensing
• Accounting/ERP systems for financial data synchronization
• Payment providers for secure and flexible transaction processing
• Authentication services supporting SSO capabilities
• User directory services if applicable

• System must support large-scale enterprise clients with thousands of active users
• High system uptime and reliability, targeting 99.9% availability
• Data security and compliance with relevant standards (e.g., GDPR, PCI DSS)
• Responsive UI adaptable to various device sizes and user loads
• Efficient processing of licensing, billing, and invoicing operations to ensure minimal delays

The new platform aims to significantly enhance operational efficiency by automating user licensing, billing, and administrative workflows. It is expected to support large enterprise clients and volume-based pricing models, leading to increased revenue streams and improved client retention. The system's scalability and integration capabilities will position the client as a leader in online education licensing management, potentially reducing manual administrative costs and enabling rapid market expansion.