Conversion records
Trial-to-paid conversion completeness review
Testing whether every trial that should have become a paying tenant did so, and whether paying tenants still carry trial flags that hide them from billing or from access reviews.
Conversion is often reported from the same application whose completeness is in question. A dashboard that says “62% converted” is not evidence. Evidence is a locked population of trials that existed at a date, matched to orders, invoices, and tenant states after that date, with every unmatched row explained.
We also look at the opposite error: a customer who paid, but whose tenant still carries a trial flag. That flag can suppress dunning, hide the account from access reviews, or keep a usage cap that the contract already lifted.
Malaysian entities that recognise revenue on conversion need the date the application recorded, not the date someone updated a spreadsheet. We test that date against the order form and the first invoice.
Who it is for
Revenue and operations teams whose conversion report comes from the onboarding application itself.
Typical fee note
From RM 14,000 for a single trial product. Multiple trial SKUs are quoted after scoping. Fees are quoted in writing after scoping. This page is not a checkout.
Scope we usually test
- Trial start, expiry, extension, and conversion events
- Tenants that remain in trial after a paid order was booked
- Paid tenants that were never in trial but appear on trial dashboards
- Manual “convert now” and “extend trial” authority
- Cut-off around month-end conversions that affect first invoices
What you receive
- Locked trial population and conversion tie-out
- List of stale trial flags on paying tenants
- Sample testing of extensions and manual conversions
- Management note on remaining judgement around cut-off