m3sh - m3ter Documentation

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The m3sh platform underpins and drives m3ter’s interoperability and automation capabilities, encompassing Events and Notifications, Integrations, Workflows, and Apps, such as the Salesforce Managed Package and soon the NetSuite SuiteApp. All m3ter customers have access to m3sh, offering you a generalized plug-and-play capability with the systems making up your quote-to-cash stack. In this way, m3sh facilitates and unlocks the full power of m3ter for fastest time-to-market implementation of usage-based and hybrid pricing and billing.

This section introduces m3sh, gives an overview of its key design principles, and reviews some common use cases:

If you have m3sh Workflows set up for your Organization, further topics in this section offer guidance on understanding m3sh Workflows and how to review and manage them:

Note: m3sh in Preview Release! Please note that m3sh is currently available in Preview release version. See Feature Release Stages for Preview release definition.

Key Design Principles

The m3sh platform is built around three key design principles to ensure a smooth end-to-end rating and billing flow through your quote-to-cash stack:

Interoperability and Connectivity

A baseline requirement was to ensure the capability to plug easily and seamlessly into existing systems:

Input of data: - From CRM systems for initial and ongoing set up and configuration.
- From SaaS platforms for end-customer product usage data.
Output into ERP systems to support invoicing and analytics reporting across multiple systems.

Customer Stack: Accommodate and Enhance

It was considered vital that implementing m3sh made no change demands on existing customer tech stacks:

Can be deployed either as the source of truth, or as a headless platform.
No system migrations should be needed to incorporate m3sh in the stack.
Stack can evolve around m3sh - graduate ERPs, consolidate CRMs, add and remove other components - m3sh will adapt.
No 3rd-party IPaaS necessary, leading to more robust IT governance.

Exploit and Enhance m3ter

From the outset, a core objective was for the m3sh platform to extend and strengthen the value proposition of m3ter:

Can be directly hooked into m3ter configuration and functions to complement and strengthen the platform’s capacity to address and fulfill evolving operational billing and analytical needs.
m3sh triggers for automated update and management of key billing entities in response to defined end-customer account events, such as balance depletion or contract expiry.

Common Use Cases

m3sh can be used to fulfill several common use cases:

Multiple ERP: Invoicing to Multiple Endpoints

For this use case, m3sh mediates and orchestrates data flows between the customer platform, Salesforce, m3ter, AWS, and NetSuite to implement multi-endpoint invoicing with enrichment and alerting:

Unified Billing for Diverse Products and CRMs

For this use case, m3sh allows you to consolidate usage data and/or contract data from different CRMs - Salesforce and HubSpot - and from your customer platforms to enable centralized metering and rating for multiple products:

Automated Plan and Contract Management with m3sh Triggers

For this type of use case, m3sh triggers are set up to automate actions like plan switching, balance resets, and custom field updates in response to events such as balance depletion, contract expiry, or imposed usage limits: