A detailed guide to the structured implementation process of Recurly Revenue Recognition Advanced.


This feature is part of our product, Recurly revenue recognition advanced. [Learn more here].


The Recurly revenue recognition advanced implementation process is a phase-wise approach designed for the integration of Recurly's advanced revenue recognition solution into business operations. It covers the entire spectrum from initial requirement discussions to the final Go Live phase.

Key Benefits

  • Clear, phase-wise methodology for comprehensive implementation.
  • Guidance from Recurly throughout the process.
  • Customizable implementation to fit specific business needs.
  • Multiple testing phases for solution reliability.
  • Integration with existing systems for operational continuity.

Implementation Process

Phase 1 - BRD Preparation, Review, and Sign-Off

The first phase of the Recurly Revenue Recognition Advanced implementation process focuses on the preparation, review, and sign-off of the Business Requirements Document (BRD). It includes conducting BRD workshops, reviewing the document with the customer, and obtaining sign-off from you. Additionally, an initial project plan is built and maintained by Recurly.

Phase 2 - CRP

In the second phase, the emphasis is on Configuration Requirement Plan (CRP). Recurly takes care of the CRP configuration, identifies key scenarios, and provides training sessions to users. The customer's role in this phase involves provisioning sample data for testing purposes.

Phase 3 - Core Design, Review, and Sign-off

Moving forward, the third phase revolves around core design, review, and sign-off. It entails conducting design review discussions, configuring templates, and obtaining sign-off from the customer on the design.

Phase 4 - Configuration Complete

The fourth phase marks the completion of the configuration process. The customer configures upstream components, while Recurly configures the sandbox environment for testing. Recurly validates the configurations to ensure their accuracy and functionality.

Phase 5 - Integration Streamline

The fifth phase focuses on the seamless integration of systems. Recurly streamlines the integration process and deploys the necessary integrations. This phase ensures that the systems are effectively connected, enabling a smooth flow of data and operations.

Phase 6 - Test Scenarios Review and Sign-Off

The sixth phase is dedicated to reviewing and signing off on the test scenarios. Recurly conducts integration and unit testing, while the customer validates the configurations and prepares the necessary data. Test cases are scoped by the customer and Recurly, and the system is prepared for testing.

Phase 7 - System and Integration Unit Test Complete

The seventh phase focus is on completing system and integration unit testing. The customer develops test cases, which are reviewed by Recurly. Any identified issues are addressed and resolved by Recurly to ensure a robust and reliable system.

Phase 8 - UAT

The eighth phase involves User Acceptance Testing (UAT). The customer provisions data, performs data conversion, and executes UAT scenarios. Results are reviewed, and any issues are addressed and re-deployed by Recurly. The UAT is signed off by the customer, indicating their satisfaction with the solution.

Phase 9 - Go Live

The ninth phase is the culmination of the implementation process—Go Live. Recurly prepares a cutover plan, provisions the production environment, and deploys the necessary services. A cutover is conducted to transition from the testing phase to the live environment. The customer prepares final conversion data, performs a sanity check in the production environment, and, with Recurly's support, goes live with the Revenue Recognition Advanced solution.


Q: Is it a prerequisite to be on the Professional plan for Standard and on the Elite plan for Advanced?
A: The Standard edition has no prerequisites. However, an annual plan is required for the Advanced edition.

Q: Can I purchase the Standard edition as a standalone product?
A: The Standard edition is integrated within the Recurly platform and is not available separately. A Recurly subscription is required to access the Standard edition.