SS&C Technologies, Inc.

ENT · Software · CSM Gillian Parasi Rubio · 4 - Utilize & Apply

Room BookingRequest ManagerVisitor MgmtWorkplace Intel

79Health

One-to-One

AI Account Briefing

Claude summarizes this account's health, risks, and talking points from the data on this page.

ARR

Full ARR: $235,000 · Core $0 · Subscription $234.5K · PS $500.0

$235.0K

$13.3/seat

Renewal

Contract: Jul 17, 2025 → Jul 16, 2028. Year of term: Year 2 of 3

Jul 17, 2028

715d away

SE escalations (active)

Active SE escalations (parent case open and not Solved): 0. Lifetime total: 44.

0

44 lifetime

Jira linked (active)

Active cases (not closed, not Solved) with at least one Jira ticket attached. Hover a Jira pill in the modal for its live status.

0

none

Avg resolution

Average days from case creation to closure, for cases closed in the last 90 days.

3.4d

last 90d

Pendo 7d

Active visitors in Pendo over last 7 days. Seat utilization: 0.0%. Last login: Feb 16, 2026.

35,204

↘ -1.8% vs 30d

Account Health

ARR historySource: mart_account_360_history · daily snapshots from April 2, 2026

▲ $400since Apr 2·112 daily snapshots

Support & Engineering

Support volume — by quarterCase counts per quarter by record type · mart_support_cases

Cases by category — 12 moGrouped by tier_1_category · mart_support_cases

Product usage — 90d trendSource: mart_product_usage · current 90d vs prior 90d events per module

Visual Directory-10%

Desk Booking-23%

Admin+2%

AI-46%

Other+150%

Move Manager+331%

Reports-23%

Safeguard-19%

Neighborhoods+29%

Visitor Desk Booking (OSS)+7%

Facilities+2075%

Workplace Announcements—

Room Booking—

Preferences-12%

Scenarios0%

Risk signals4 firing

Health Orange BandHealth score 52 in orange band (50-57)

Chronic

Zero Usage Modules1 core module(s) with zero usage: Room Booking

Chronic

NPS DetractorClient NPS 5 (detractor, 79d ago)

Chronic

Support Burden110 open support cases

Chronic

Error Condition124

Customer Education82

Floor Plan50

Data Management23

General Request8

Feature Request2

Uncategorized1

Cases

1 active · 291 total in last 12 months

					Stages
00168187	Mobile Visual Directory feedback	Normal	2d	—	—	Jul 31, 2026

Cross-client bug exposure

Open cases on this account linked to known Jira bugs that also affect other customers.

Unlinked defect intelligence

Open error cases without a Jira link — scan to find potentially related known engineering bugs.