TouchNetHow Can It Be Used at Your University?

Presented by: Carole Wilson

Becky Smith

Agenda Brief Overview of Marketplace uStores

and uPays Finding & Defining Your Customers Using uPay Using uStores Questions

Overview

OverviewUNC Wilmington: Growth

0

5000000

10000000

15000000

20000000

25000000

30000000

35000000

40000000

45000000

FY 01-02 FY10-11

PG $ Volume (Millions)

0

5

10

15

20

25

30

35

PG Host Accounts

FY 07-08FY 09-10FY 11-12

0500000

100000015000002000000250000030000003500000400000045000005000000

FY 07-08 FY 10-11FY 11-12

MarketPlace $ Volume (Mil-

lions)

As of 4/11/12 As of 4/11/12

FY 07-08 FY 10-110

10

20

30

40

50

60

70

PG Host Accounts

Marketplace PG Host Accounts

OverviewUNC Charlotte: Growth

FY 05-06 FY 10-110.0

10.020.030.040.050.060.070.080.090.0

Payment Card $ Volume (mil-

lions)

Payment Card $ Volume (millions)

FY 07-08 FY 10-110.0

2.0

4.0

6.0

8.0

10.0

12.0

Marketplace $ Volume

(millions)

Marketplace $ Volume (millions)

STMS

AmExTouchNet

TouchNet

Marketplace Payment FlowOverview

Finding Your Customers Issue:

Make sure everyone is aware of eCommerce and revenue policies

Umstead Act Unrelated Business Income Tax FIT Compliance

Solution: Annual questionnaire to every department

Must select Umstead Act provision that allows activity Current Sales Activity – timing, sources, purpose,

methods of receipts Anticipated Sales Activity Unrelated Business Income Tax questions

Find

Find

Customer Alignment Issue:

Determine appropriate portal Limited Resources

Solutions: Initial:

Meetings One on One Demos

Now: Application form Criteria - initial

Working On: Criteria Online Demos

Define

Customer Alignment Application Form: Evolving Tool

Department/Unit RequesterToday's DateDesired Go Live Date

Email addressPhone numberFax number

Overall Purpose1 Describe the reason your department would like to process payment cards.

Check all that apply: If checked, please provide the following additional information:Merchandise sales Type:

Event Event Name(s): Date(s) of event(s):Will the event be overseen/managed by University staff?

Membership Fees Type:

Other Specify:

2 How will the ability to accept payment cards benefit UNC Charlotte economically and/or in achieving its overall mission?

3 Who will your customers be, or what is your targeted market?Check all that apply: Notes:

StudentsFaculty/StaffAlumniCommunityOther Specify:

4 Will any money be collected as gifts/donations to the University or other organizations? Yes No

Frequency & Volume5 Indicate the anticipated frequency with which your department will be accepting payment cards.

Check all that apply: If checked, please provide the following additional information:One-time Date(s):Recurring Frequency: Annually Semi-annually Monthly __________

Dates of recurrence: Until (if end date):

Ongoing Until (if end date):Is a peak period of activity expected? Yes NoIf so, when? Semester start Other:______________________________________

Also provide a Full Description:

The University of North Carolina at CharlotteeCommerce Department

Fax number

Email address

Mailing addressPosition/Title

Official Business Contact

Application to Process Payment CardsInstructions: Complete this form to request authorization to process payment cards on behalf of UNC Charlotte. Print and sign the completed form and send, with any attachments, to the eCommerce department.

Departments are responsible for compliance with all University policies, including:Policy Statement #102, Data and Information Access and SecuritySupplemental to Policy Statement #102: Credit/Debit Card Processing Regulation and Procedures

Department Business Manager

Phone number

Microsoft Office Excel Worksheet

Define

Using uPayThe uPay features of Marketplace allow you to configure online payment pages that you can connect to your existing campus web applications

uPay

Types of uPay Sites - UNCW External Applications

Admissions Pro -Admissions Dept application fee Ruffalo Cody - Annual Giving donations NeuLion - Athletics Ticket Sales and Seahawk Club

donations Apply Yourself - Graduate School application fee - eTix - Cultural Arts and Student Theatre box office tickets AceWare - Public Service camps and conferences –

Outside Web Hosting Services Creative Writing magazine subscriptions - One Cow

Standing Research Foundation sales of merchandise - Blue Tone

Media

uPay

Types of uPay Sites - UNCW UNCW Developed Applications

Advancement Alumni Association Events Enrollment Fees ITSD Binaries Technology and Laptop Repair store Extension Program Fees Housing Deposits Orientation Fees

Currently using WebServices technology but will be requiring them to use uStore or TouchNet TLink services for better PCI Compliance

uPay

Upcoming uPay

uPay

Will interface with Blackboard to use Student OneCard

TouchNetInternal:Online GivingHousing- Deposits- ConferencesAthletic Foundation- FSLsTranscriptsOIP-OEAIUA/Grad Adm

External:Cardinal TrackingApplyYourself/HobsonsiModulesDestiny OneCEVisualZenCventAdmissionsProRuffalo Cody

Now - UNC Charlotte uPay

New- UNC Charlotte Readmission Fees Event Registration

Web content management initiative Need – Event management tool Integrate with existing websites Create bridge to TouchNet for paid events

uPay

EventsuPay

http://alumni.uncc.edu/

Events

http://alumni.uncc.edu/

uPay

EventsuPay

EventsuPay

Using uStoresuStores is a self-contained e-commerce solution, combining online storefronts with inventory control, order fulfillment, and financial reporting. It also allows institutions to take control of security by placing financial transactions in the hands of appropriate campus authorities, while the responsibility for storefront appearance and contents is given to authorized campus groups.

uStores

UNC Charlotte Diverse:

Site: Violins of Hope

Site: Office of Educational Outreach

uStores

Types of uStores Charlotte Research Institute:

2012 Venture Challenge Biotechnology Conference

Belk College of Business Events Student Organizations

College of Engineering 2012 BioEnergy Symposium EPIC: NC Smart Grid Engineering T-Shirt Store

College of Arts and Architecture Chamber Music for Teens Workshop

College of Health and Human Services Senior II Exit Exam Fee Lab Packs

Counseling Center MAT Registration

Office of International Programs ELTI Application Fee TOEFL Exam Fees

Advancement Violins of Hope Honor with Books

Student Accounts College of Education: Office of Educational Outreach

uStores

Types of uStores - UNCW Accept Donations

Advancement - Recurring Payments Pay Fees

Admissions Application Fee International Programs Study Abroad Fees Advisory Board Dues

uStores

Types of uStores - UNCW Tickets to Events

School of Business Breakfast Panels Communication Studies Productions School of Education conferences

Sell Products Developed Through Research Face Recognition Downloadable Database MARBIONC sale of Rotifers

(microorganisms)

uStores

Types of uStores - UNCW Other

Publishing Lab – Renowned Authors Campus Recreation – Classes, Equipment

Rental, Guest Passes Music Department Community Private

Lessons Student Media Advertising Paint the Town Teal Merchandise – locally

delivered

uStores

uStores

uStores

uStores

Possible Upcoming Stores Testing Services Technology Transfer Surplus Sales Campus Dining Crossroads Intervention Kits Controller Office – External Invoices –

connection to Banner NonStudent AR?

uStores

Private uStore Sharky’s Game Room memberships

Authenticates against Banner before allowing user to purchase

Live at end of July

uStores

Carole Wilsonwilsonc@uncw.edu910-962-7315

Becky Smithrebesmith@uncc.edu704-687-5757

Ideas? Questions?