Skip to main content

E3: Enterprise Financial Model

Source: E3_ Enterprise Financial Model.pdf Status: 🚧 Extraction in Progress Roadmap: Protocol Specifications Roadmap

Overview​

This specification defines the enterprise financial model, including tier structures, pricing models, billing systems, and financial operations for enterprise customers.

Enterprise Tiers​

Tier Structure​

Tier Levels

pub enum EnterpriseTier {
    Starter {
        price: Amount,
        features: StarterFeatures,
    },
    Professional {
        price: Amount,
        features: ProfessionalFeatures,
    },
    Enterprise {
        price: Amount,
        features: EnterpriseFeatures,
        custom: bool,
    },
    Custom {
        pricing: CustomPricing,
        features: CustomFeatures,
    },
}

Tier Comparison

FeatureStarterProfessionalEnterpriseCustom
Users10100UnlimitedCustom
Components1001,000UnlimitedCustom
API Calls/month10K100KUnlimitedCustom
Storage10GB100GB1TB+Custom
SupportEmailPriorityDedicatedCustom
SLA99%99.5%99.9%Custom

Feature Differentiation​

Starter Tier Features

  • Basic component access
  • Standard support
  • Community resources
  • Basic analytics

Professional Tier Features

  • Advanced component access
  • Priority support
  • Advanced analytics
  • Custom integrations
  • API access

Enterprise Tier Features

  • Full component access
  • Dedicated support
  • Custom SLA
  • On-premises deployment
  • Custom integrations
  • Advanced security
  • Compliance features
  • Training and onboarding

Custom Tier Features

  • All enterprise features
  • Fully customized pricing
  • Custom feature development
  • Dedicated account manager
  • Custom contracts

Pricing Models​

Pricing Structure

pub struct PricingStructure {
    pub base_price: Amount,
    pub per_user_price: Option<Amount>,
    pub per_component_price: Option<Amount>,
    pub usage_based: Option<UsagePricing>,
    pub discounts: Vec<Discount>,
}

Pricing Types

  • Flat rate
  • Per-user pricing
  • Per-component pricing
  • Usage-based pricing
  • Hybrid pricing

Contract Management​

Contract Types

  • Monthly subscription
  • Annual subscription
  • Multi-year contracts
  • Custom contracts

Contract Structure

pub struct EnterpriseContract {
    pub id: ContractId,
    pub customer: CustomerId,
    pub tier: EnterpriseTier,
    pub pricing: PricingStructure,
    pub term: ContractTerm,
    pub start_date: DateTime<Utc>,
    pub end_date: DateTime<Utc>,
    pub auto_renew: bool,
    pub terms: ContractTerms,
}

Financial Operations​

Billing and Invoicing​

Billing Cycle

  • Monthly billing
  • Annual billing
  • Usage-based billing
  • Hybrid billing

Invoice Generation

pub trait BillingService {
    fn generate_invoice(&self, contract_id: &ContractId, period: &Period) -> Result<Invoice>;
    fn send_invoice(&self, invoice_id: &InvoiceId) -> Result<()>;
    fn process_payment(&self, invoice_id: &InvoiceId) -> Result<PaymentResult>;
}

Invoice Structure

pub struct Invoice {
    pub id: InvoiceId,
    pub contract_id: ContractId,
    pub customer: CustomerId,
    pub period: Period,
    pub line_items: Vec<LineItem>,
    pub subtotal: Amount,
    pub taxes: Amount,
    pub total: Amount,
    pub due_date: DateTime<Utc>,
    pub status: InvoiceStatus,
}

Revenue Recognition​

Recognition Rules

  • Subscription revenue: Recognize over contract term
  • Usage-based revenue: Recognize when service is delivered
  • One-time fees: Recognize immediately or over period

Revenue Recognition

pub struct RevenueRecognition {
    pub contract_id: ContractId,
    pub amount: Amount,
    pub recognition_method: RecognitionMethod,
    pub schedule: RecognitionSchedule,
}

Cost Allocation​

Cost Categories

  • Infrastructure costs
  • Support costs
  • Development costs
  • Sales and marketing
  • Overhead

Cost Allocation Model

pub struct CostAllocation {
    pub contract_id: ContractId,
    pub costs: Vec<AllocatedCost>,
    pub allocation_method: AllocationMethod,
}

Financial Reporting​

Report Types

  • Revenue reports
  • Cost reports
  • Profitability reports
  • Customer lifetime value
  • Churn analysis

Reporting API

pub trait FinancialReporting {
    fn generate_revenue_report(&self, period: &Period) -> RevenueReport;
    fn generate_cost_report(&self, period: &Period) -> CostReport;
    fn generate_profitability_report(&self, period: &Period) -> ProfitabilityReport;
}

Enterprise Features​

SLA Management​

SLA Metrics

  • Uptime percentage
  • Response time
  • Resolution time
  • Availability windows

SLA Structure

pub struct SLA {
    pub contract_id: ContractId,
    pub uptime_target: f64,  // e.g., 99.9%
    pub response_time: Duration,
    pub resolution_time: Duration,
    pub availability: AvailabilityWindow,
    pub penalties: Vec<SLAPenalty>,
}

SLA Monitoring

pub trait SLAMonitor {
    fn track_uptime(&self, contract_id: &ContractId) -> Result<UptimeMetrics>;
    fn check_compliance(&self, contract_id: &ContractId) -> SLACompliance;
}

Support Tiers​

Support Levels

  • Basic: Email support, business hours
  • Priority: Email + chat, extended hours
  • Dedicated: Dedicated support team, 24/7
  • Premium: Dedicated account manager, white-glove service

Support Structure

pub struct SupportTier {
    pub level: SupportLevel,
    pub channels: Vec<SupportChannel>,
    pub hours: SupportHours,
    pub response_time: Duration,
    pub escalation: EscalationPolicy,
}

Custom Integrations​

Integration Types

  • API integrations
  • Webhook integrations
  • SSO integrations
  • Data sync integrations
  • Custom connectors

Integration Management

pub trait IntegrationService {
    fn create_integration(&self, contract_id: &ContractId, integration: IntegrationSpec) -> Result<IntegrationId>;
    fn manage_integration(&self, integration_id: &IntegrationId) -> Result<IntegrationStatus>;
}

Dedicated Infrastructure​

Infrastructure Options

  • Dedicated servers
  • Private cloud
  • Hybrid deployment
  • On-premises support

Infrastructure Management

pub struct DedicatedInfrastructure {
    pub contract_id: ContractId,
    pub deployment_type: DeploymentType,
    pub resources: InfrastructureResources,
    pub monitoring: InfrastructureMonitoring,
}

Enterprise Sales Process​

Sales Pipeline​

Pipeline Stages

  1. Lead generation
  2. Qualification
  3. Proposal
  4. Negotiation
  5. Contract signing
  6. Onboarding

Sales Management

pub struct SalesPipeline {
    pub opportunities: Vec<Opportunity>,
    pub stages: Vec<PipelineStage>,
    pub conversion_rates: ConversionRates,
}

Proposal Generation​

Proposal Components

  • Executive summary
  • Solution overview
  • Pricing
  • Implementation plan
  • Support and SLA
  • Terms and conditions

Proposal API

pub trait ProposalService {
    fn generate_proposal(&self, opportunity_id: &OpportunityId) -> Result<Proposal>;
    fn customize_proposal(&self, proposal_id: &ProposalId, customizations: &Customizations) -> Result<()>;
}

Contract Negotiation​

Negotiation Areas

  • Pricing
  • Terms
  • Features
  • SLA
  • Support

Negotiation Tracking

pub struct Negotiation {
    pub opportunity_id: OpportunityId,
    pub proposals: Vec<Proposal>,
    pub counter_offers: Vec<CounterOffer>,
    pub status: NegotiationStatus,
}

Customer Success​

Onboarding Process​

Onboarding Steps

  1. Account setup
  2. Initial configuration
  3. Training
  4. Integration setup
  5. Go-live support

Onboarding Management

pub struct Onboarding {
    pub contract_id: ContractId,
    pub steps: Vec<OnboardingStep>,
    pub status: OnboardingStatus,
    pub completion_date: Option<DateTime<Utc>>,
}

Account Management​

Account Management Features

  • Account health monitoring
  • Usage tracking
  • Renewal management
  • Upsell/cross-sell opportunities

Account Manager

pub struct AccountManager {
    pub customer_id: CustomerId,
    pub manager: UserId,
    pub health_score: HealthScore,
    pub opportunities: Vec<Opportunity>,
}

Implementation Status​

📋 Planned​

  • Enterprise tier structure
  • Feature differentiation
  • Pricing models
  • Contract management
  • Billing and invoicing
  • Revenue recognition
  • Cost allocation
  • Financial reporting
  • SLA management
  • Support tiers
  • Custom integrations
  • Dedicated infrastructure
  • Sales pipeline
  • Proposal generation
  • Contract negotiation
  • Onboarding process
  • Account management

Note: This specification is extracted from the OpenKor E3 document. Detailed financial formulas may need manual review from the source PDF.