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Privy
SaaS & digital trust

Revenue intelligence, investor reporting and CX transformation

Two tracks at once: advanced revenue management in NetSuite, and a Salesforce-to-Zendesk migration completed in three weeks with zero data loss.

  • Oracle NetSuite
  • Zendesk
  • Looker Studio

The results

500k+

Tickets migrated

3 weeks

Migration to go-live

83%

CSAT

Introduction

Privy is Indonesia's leading digital trust provider, offering certified digital signatures and user-centric digital identity solutions to millions of individuals and thousands of enterprises. Established in 2016 and licensed as a Certificate Authority integrated with Indonesia's national identity database, Privy provides legally binding digital verification at national scale.

As Privy scaled its SaaS subscription business and grew its enterprise client base, it required both a sophisticated ERP platform to manage complex revenue streams and a modern CRM capable of delivering consistent, high-quality customer support at scale.

Privy Identitas Digital
Client imagery · project contextPrivy Identitas Digital’s own marketing artwork, shown for project context — not a screenshot of the delivered system.

Challenges

On the financial side, Privy needed to manage highly complex revenue recognition across multiple transaction types — subscriptions, usage-based billing, post-paid services and pre-paid packages. Existing systems lacked the sophistication to handle a multi-dimensional revenue model, integrate with the CRM and core platform, or produce the detailed performance reports required for investor transparency.

On the customer support side, Privy was operating on Salesforce Service Cloud with over 500,000 historical tickets across a growing team handling enquiries on multiple channels. The platform no longer met their needs for flexibility, mobile integration and real-time analytics — requiring a rapid migration without disrupting service continuity or SLA commitments.

Track 1 — financial operations: Oracle NetSuite

We implemented Oracle NetSuite with an emphasis on advanced revenue management, deep system integration and executive-level reporting — matching the sophistication of Privy's multi-stream SaaS business model.

Scope of work

6 deliverables

  1. 01Financials Mid-Market Cloud Service
  2. 02Financial Management Mid-Market Cloud Service
  3. 03Advanced Revenue Management Mid-Market Cloud Service
  4. 04Integration with the CRM system for unified customer and revenue data
  5. 05Integration with the Privy core platform covering subscription, usage, post-paid and pre-paid transaction flows
  6. 06A business performance reporting module designed for investor-grade transparency

Track 2 — customer support: Zendesk

A seamless platform transition from Salesforce Service Cloud, with migration and go-live completed within an accelerated three-week timeline.

Scope of work

6 deliverables

  1. 01Full migration from Salesforce Service Cloud, including 500,000+ historical tickets
  2. 02Omnichannel setup: email, webchat and the WhatsApp official number
  3. 03Native integration with Privy's mobile application (iOS and Android)
  4. 04A Google Looker Studio dashboard for real-time performance tracking
  5. 05Zendesk Workforce Management for agent scheduling and capacity planning
  6. 06The Zendesk QA module for continuous service quality monitoring

Outcome

83%

CSAT

Privy now operates as a fully integrated digital enterprise — Oracle NetSuite powering automated, accurate revenue recognition across every transaction type and a single source of truth for investor-grade financial reporting, while Zendesk delivers a modern, omnichannel support ecosystem with real-time analytics and workforce optimisation.

The Salesforce-to-Zendesk migration was completed in three weeks with zero data loss and zero service disruption.

With 83% CSAT, 91% first-response SLA compliance and comprehensive financial intelligence across all revenue streams, Privy's operational foundation is as trusted as the digital signatures it provides.

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