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Client Implementation — Pymble

Client Profile

Field Value
Client Name Pymble
Type School
Location Australia (NSW)
Number of Students
Number of Campuses
Current Systems Data warehouse, My Pymble parent portal
Contract Start
Go-Live Target
Project Manager
Solution Architect

Solutions in Scope

Solution In Scope Notes
ERP No
ARM Yes Most feature-rich ARM implementation — billing orders, parent portal integration, multiple payment methods, building levy, annual discount
EPM No

Implementation Notes

Pymble is the most comprehensive ARM implementation to date. Key distinguishing features include: billing orders (sales orders) instead of standard invoices, a review suitelet for school-side verification, deep integration with the My Pymble parent portal via SSO (JWT token), multiple payment methods (Bank, Credit card, Direct debit, Edstart, B Pay), term or annual billing options, an optional building levy contribution, a 2.5% annual billing discount, and credit/debit balance display on the payment suitelet.

Configurator Usage

Pymble does not use the automated billing configurator suitelet. Billing instructions are built manually:

  1. Data exported from Pymble's data warehouse into Excel
  2. Billing instructions built in Excel — mapping items to students/families
  3. Imported into the Family Billing Profile custom record in NetSuite
  4. Reviewed through a custom review suitelet with filters (billing status, student type, item type)
  5. School verifies totals, then executes to generate billing orders

The Pymble account uses a different version of the billing instruction architecture compared to other clients — Billing Profile (equivalent to BPOS Subscription Plan) and Billing Instruction (equivalent to Subscription Item), rather than the billing instruction + billing instruction applied-to pattern.

Project Timeline

Phase Start End Status
Discovery & Requirements
Solution Design
Configuration & Customization
Data Migration
Testing (SIT)
User Acceptance Testing (UAT)
Training
Go-Live Completed
Hypercare / Post Go-Live Completed

Detailed Documentation