Bienvenue to Vidal

by Cindy Morphew 1. January 2009 11:54

ACS is happy to announce the addition of Vidal, our third client based in France. (Bayard Presse was the first, and Agora France became the second, going live in October 2008). Vidal became a client in mid-November and the implementation is well underway. Located in Issy-les-Moulineaux, just outside of Paris, Vidal publishes medical information to French healthcare professionals. They publish a well-known book which provides drug interaction information to medical professionals. They also publish a variety of other products including: subscription-based newsletters, electronic subscriptions, advertising and other one-off products.

Vidal began searching for a new system early in 2008 and was interested in seeing Advantage because they knew that Bayard Presse had gone live successfully on it. At a software presentation at Vidal's office in June, they were impressed with the functionality of Advantage and found that it could handle their business with little or no modification. After a six month evaluation of both French and American software systems, the decision was made that Advantage was the best product on the market and that it matched all of their needs.

Claire Baldeyrou, Vidal's CFO and executive sponsor of the project, has this to say about Advantage: "The functionality of Advantage is up-to-date and constantly improving to follow market trends." And regarding the project, Claire says: "The professionalism of both teams in Paris and Ann Arbor, Michigan is a great comfort (even if everyone does not speak French!)"

Levi Hyssong is the ACS project manager, working closely with Philippe van-Mastrigt as the European Project Director. The Vidal team includes Claire Baldeyrou as the executive sponsor and Martine Thiery as the project manager. Go-live is planned for mid-2009.

Advantage User Group to Meet in Orlando

by Cindy Morphew 1. January 2009 11:53

It promises to be one of the best meetings yet when the Advantage User Group heads to sunny--if the weather cooperates--Florida later this month. The conference will kick off on Wednesday afternoon, January 21st, with presentations on "Advantage as a Marketing Partner," a recap on the AMB forum of 2008 and an update on the exciting new Business Intelligence module under development. These will be led by Dan Heffernan, Dick Hile and Corey Mantel. A reception follows the sessions.

Thursday begins with guest speaker Patrick Sheposh of Crain Communications, followed throughout the day by a client services update from Ev Acton, Greg Stout and others, a presentation by Ogden's Tim Swietek on "Analyzing and Increasing Web Traffic," a report on Advantage software direction by Dan Heffernan and Dick Hile and the annual New Features review by Mona Hidayet.

Due to their popularity at past meetings, four roundtables led by clients and "anchored" by an ACS expert are scheduled for Friday morning. They are: "Using the AMB module," led by various clients and anchored by Kathie Porter; "Best Practices for Using Web Services and AIS," led by Steve Cook of Wolters Kluwer and anchored by Matt Varblow; "Email Service Provider Integration," led by Waylon Butler of the American Association for the Advancement of Science and anchored by Dick Hile; and "Upgrade Strategies and Best Practices," led by Joe Wixted of Our Sunday Visitor and Nikki Lorenz of Kalmbach, and anchored by Paul DesRosiers.

Attendees may also choose to visit the ACS Remote Support Center, which will be open on Friday during the roundtables. The meeting concludes after conducting User Group business on Friday afternoon. Of course, there will be many opportunities throughout the three days for networking, sharing meals with new friends and old ones, and enjoying what Orlando has to offer to its visitors. If you aren't able to attend this year's meeting, start planning now to make it to the one next year. You won't be sorry.

Tags:

Events | General

ACS Wants to Help You Meet Your 2009 Goals

by Tom Burbeck 1. January 2009 11:52

Let me start by wishing you a Happy New Year!

2008 was a tough year for many industries. Here in Michigan, countless businesses and households have been hit hard by woes of the big-three automakers, in addition to the general challenges of a struggling economy. While ACS is not unaffected by the economic conditions, the list of prospective clients interested in Advantage remains steady and we are doing okay. Among the Advantage community, I hear with some frequency of publishers and associations cutting back on staff, reducing issue frequencies, and merging titles. Unfortunately, many of our clients serve market segments that are significantly affected by the current recession.

Nevertheless, we continue to see promising signs among our user community. It is our goal to help all discover new ways to utilize Advantage functionality and ACS services to deal effectively with the new challenges that we’ll face in 2009. With increasing frequency, we are seeing success among our clients in combating slow circulation and book sales by broadening traditional print offerings to embrace online content delivery. Another successful endeavor is honing business intelligence through more sophisticated data collection and analysis, for use in making more informed and up-to-the-minute marketing and operations decisions. We've also seen some publishers increase their revenues through our Teleservices module or by offering conferences through our Conference and Event module.

At ACS, we're excited by our expansion in Europe and the UK. Important new British publishers have joined the Advantage user community in the last several years, and in France we are continuing to see great promise for new publishers joining the user group. We recently completed a pilot project in Denmark, and are hopeful that we’ll be starting an implementation there soon. In December, we started an Advantage implementation at Vidal, our third Parisian client (see article on Vidal in this issue). Phil Montgomery and his project team are now busy with another pilot project for a major newspaper publisher in France. Next week, when I am back in Paris for meetings with our clients, I will be meeting with a French business consultancy to continue our work setting up an ACS office in Paris.

Our work with publishers, associations and service bureaus around the world has enabled us to add functionality to Advantage that offers our user community everywhere an even more powerful tool set for growing their business. I remember in 1998 how excited we were to introduce the ability to have multiple addresses for every customer in Advantage. Today, Advantage has grown significantly to provide multi-language, multi-office, and multi-local functionality. ‘Multi-local’ is terminology Philippe van-Mastrigt, our ACS representative in Paris, has coined to describe Advantage’s capacity to allow a publisher with multiple international offices to interact with local users in their own language, using local regulations for distribution, taxation, payment cards, etc.

We’re also excited about progress with the new Advantage Business Intelligence module that will help you analyze trends, target opportunities, and increase your revenues… important functionality for tough economic times. It is fortunate that our full-blown implementation of Business Intelligence technology for Advantage comes at a time when Microsoft has introduced a great suite of tools for this purpose, at a reasonable price. There was a product forum on the new BI module held at ACS/Ann Arbor in the Fall, and we received valuable feedback from many of you that has further shaped BI module development. We’re looking forward to presenting a BI forum re-cap at the Advantage User Group conference in Orlando January 21 – 23.

As many of our clients face a growing demand in 2009 to produce more with less, I thought it would be helpful to mention three areas of significant enhancement to Advantage that target helping you meet more stringent compliance requirements, reduce costs, and grow your revenues. These are all projects designed to help you optimize business operations, while gaining strategic advantage in your respective market segment.

Compliance

  •  Consolidation of credit card and direct debit information to a single secure table
  •  Increased capabilities in credit card storage, masking, and encryption
  •  User session activity recording and reporting
  •  Revamped user security that mirrors MS Windows with domain-level authentication
  •  Daily reconciliation of subscription liability, earnings, and accounts receivable

Cost Reduction

  • Significant improvements in job scheduling and automation to free up staff resources that would normally be required to manage nightly processing
  • Core Advantage offline processes optimized to run 24x7
  • Highly customizable workspaces for easily tailoring Advantage views to your organization structure, facilitating faster data entry and customer service transactions
  • Powerful data entry scripting tools to improve data entry speed and facilitate various types of data entry functions

Revenue Growth

  • An SQL query builder tool for easily and rapidly creating list selections against your data
  • Data warehousing tools for analyzing circulation, product order, accounts receivable, and financial data
  • Significant improvements in the Advantage e-commerce modules

In addition to developing these new software features, ACS has introduced important new services over the past year, all designed to help publishers, membership associations, and service bureaus do more with less during difficult economic times. At the Advantage User Group Conference later this month, we’ll be describing some of these special projects and new services our clients have taken advantage of. Here are some examples:

  •  More comprehensive support for new company acquisitions, in-conversions, and division consolidations
  • ACS system administrators managing your Advantage offline processing
  • ACS engineers developing custom revenue modules
  • ACS web site developers creating custom e-commerce websites.

We expect that 2009 will continue to be challenging for the publishing industry. How are your Advantage operations doing? During times of ‘tightening the belt’, are you finding ways to meet new challenges of reduced budgets while not jeopardizing current core business or compromising efforts to exploit opportunities for expansion? Let us know if there is something more ACS can be doing to help you meet your goals this year.

Tags:

Voices

Cool, Creative Customer Notes Features

by Cindy Morphew 1. January 2009 11:51

You can now use the Customer Service Notes management feature to organize customer notes (SVCCON-M records) into a hierarchical/priority-based structure for more efficient addressing by your customer service personnel.

In summary, the feature works as follows:

  •  You work with notes that have been created by the system---through the Web, the SVC125 upload, etc. In other words, this feature does not create customer notes on its own, but rather offers the means to respond to them more efficiently.

  • An SVC process (SVC125 or SVC305) is used to select the notes to be imported into the feature.

  • Each select level used with SVC125 or SVC305 includes the path name (i.e., the folder) where the note is to be placed.

  • Folders can be nested to as many levels as needed (e.g., parent-child-grandchild, etc.). However, the total length of any folder's path cannot exceed 256 characters.

  • Once the note has been placed in the folder, reps who have been assigned to that folder can work the notes. You can define flexible rules as to the disposition of the notes…for example, when the note should be marked complete or moved to a different folder.

This feature provides an alternative means of "working" customer service notes, but does not block access to the note through other means. For example, a note that has been loaded into a folder through this feature could still be accessed and worked through the Notes icon on the Advantage toolbar. If a note is marked complete through the Notes icon, this will cause it to be dropped from any notes management folder to which it was previously assigned.

Use the SVCFDR/NRL view to construct the rule sets that can be used for controlling the disposition of notes in a given folder.

In addition to a Rule Name and Description, you identify the criterion for the rule and the resulting action.

Working the Notes

Once the folders have been set up and populated through the SVC125 (or SVC305) process, reps can work the notes at the SVCNAC – Note Activity workspace.

You must have an open control group to work your notes. You can create one at the SVCNAC/CTG view. Alternatively, if you already have an open session control group, this will be displayed at the bottom of the SVCNAC workspace.

SVCNAC Components

The SVCNAC workspace is composed of separate frame "components" that allow you to perform several different customer-related tasks when working a note. The components are always the same at SVCNAC, and cannot be added to or removed. However, the "look and feel" of these components can be varied in several ways: you can change the order (move up, move down), or minimize/maximize them within the list.
The components at SVCNAC are as follows:

  •  Notes: this contains the actual note that was loaded into the folder.

  • Letters: you can attach a conditional customer service letter to the note (and send the letter later via an Advantage process).

  • Customer Information: the customer's name and address information, similar to the SVCDAT view. You can perform name and address maintenance in this frame.

  • Customer Subscriptions: display of the customer's subscriptions, similar to the SVCDAT/CIR view. In addition, you can perform a subset of sub modifications (similar to MSTDAT/SVC) in this frame.

  • Orders: a display similar to MSTDAT/FST for entering customer orders during the call. As at MSTDAT/FST, entry fields are controlled via the scripting feature.

  • Customer AR: the customer's current AR, similar to the SVCDAT/ARP view. You can perform the same major actions as are available at SVCDAT/ARP, including adding a payment for an open debit.

  • Customer Authentication: customer authentication records, similar to the SVCDAT/CVI view. You can search on the customer's authentications records, add them, change them, etc.

Notes List Controls

In working through the list of notes from the folder, the rep has a choice of actions relative to any particular note:

The behavior of the buttons is as follows:

OK

This completes the current note, and moves the rep to the next note. The exact behavior of this button depends on your setting of the SVC option NAMRKCMP. If this option is turned on, completed notes are automatically removed from note folders. Also, reps are required to send all of the note's letters before finishing the note.

If the option is turned off, completed notes are not automatically removed; also reps are allowed to finish a note even if there are letters that have not been sent.

Undo

The undo button clears any text that the rep has entered in the Note frame (it does not clear any text that was pre-populated before the rep started the note).

Transfer

Transfer allows a rep to move a note to another folder. Generally this is used when the rep does not know how to handle the note. When transferring, the rep is required to pick the folder (any of the transfer folders) to transfer the note to, as well as a reason for the transfer. The transfer reason, along with a date/time stamp, is appended to the end of the note text.

Hold

Hold allows a rep to place a note on hold, and continue to work on others. The button is only visible if a hold folder has been set up at SVCFDR. When placing a note on hold, the rep must enter a hold reason. The hold reason, along with a date/time stamp, is appended to the end of the note text.

Held notes are not removed from the pool of potential notes that the rep can view. A hold folder typically should be set up with a low default priority. Then, as notes are marked held, they are assigned a low priority, moving them to the back of the rep's queue. A supervisor can reassign the priority of the held notes, if the rep is to be encouraged to complete some of his or her held notes.

Held Notes

The Held Notes button brings up a dialog displaying all of the rep's held notes. The rep may then choose to work one of the held notes, or transfer it. If the rep chooses to work a held note, any changes to the current note (the note being worked before Held Notes was pushed) are lost.

For more information on the Customer Service Notes feature, contact your ACS Account Manager.

Tags:

Tech Tip

Todd Gilson: Assuredly High Quality

by Cindy Morphew 1. January 2009 11:50

Todd Gilson is a man of many trades. Give him a job, any job, and he will do whatever it takes to accomplish it. This attitude is a great help to him in his present position on the Advantage QA team, but has also come in very handy in his earlier days working on implementation projects. Roger Domras, currently at American Psychiatric Association, was working at the University of Chicago Press some years ago when Todd was assigned to the installation. Roger has this to say about that experience:

"Todd was extremely conscientious and wanted to ensure that everything worked as expected. He dug right in to any questions that we had and if he didn't know the answer, he made sure that he contacted the right person and found the answer for us."

Roger goes on to confess: "I believe that I drove Todd nuts on the phone after we went live. I'd call him and say that I had just one quick question… Two hours and several questions later we would get off the phone. I think he still shakes if I call him."

After a childhood spent in small towns near Grand Rapids, Michigan, Todd attended Ferris State University, where he earned a bachelor's degree in industrial electronics and production operations management. After graduation, he went with friends on a summer backpacking trip to Alaska, fell in love with the state and ended up staying in Juneau for five years. (Ask him about some of his adventures hiking and camping there and you will be entertained for hours. Waking up to see a large black bear sleeping by the campfire outside his tent was my favorite.)

Todd worked for the state of Alaska as a network technician, among other things. There, he set up a centralized help desk, and set up a database for the W.I.C. program that is still in use. He learned how to troubleshoot systems, and also something about programming. Due to a lack of opportunity for advancement, he decided to return to the lower 48 and joined ACS in 1996.

Newly hired at ACS, Todd began learning account management, working with clients such as Kalmbach and God's World doing training and consulting. He worked on the University of Chicago Press implementation with Roger Domras in 1997 and then helped Ev Acton set up the Support Center. Ev has nothing but praise for Todd's work there. "Todd is exceptional in many ways," she says. "He can jump into ANYTHING at a client site and do a great job. He's a natural detective and problem solver. He's excellent at training and is very good at understanding client needs. Plus, he does a great job of conveying those needs inside ACS."

Todd worked in the Support Center for more than three years and then moved into the projects group with Greg Stout and Tim Zapawa. Todd's specialty was to come in near the end of the project and help the team to clear up any remaining issues before go-live and then staying to provide post go-live support. He joined the QA team in 2005, which cut down on his travel schedule, allowing him to be home more with his wife and then-newborn son. He does miss visiting clients, however, and likes to keep his hand in with the occasional training assignment or operations review.

Todd lives in Onsted, Michigan with his wife, Renee, and their four-year-old son, Jake. Always an outdoorsman, Todd enjoys fishing, hunting, backpacking and hiking, camping, biking and rollerblading. (Roger Domras remembers that, at University of Chicago Press, Todd would come into the office in the morning carrying his rollerblades after skating from his hotel.) When he can't be outside, Todd also likes to cook, and to work on home improvement projects. He has a willing little helper in Jake, who wants to do everything Dad does. And with all Todd's skills and abilities, plus his upbeat attitude, that's not a bad goal at all.

Exciting New Features in 2009R1!

by Cindy Morphew 1. January 2009 11:50

The first release of 2009 offers some exciting new features and will be available in early February. Here are some highlights:

  • Conference and Event: You can now choose to defer income for conference registrations entered within the CEM module (previously, all income was earned up front when the registration was posted). This will allow you to accept registration orders, but not earn the associated income until the actual start of the conference. This behavior is variable at the individual conference/location level.
  • Gift Subs: A new analysis table, CIRPMG-M, tracks promotion responses for subscriptions that have been specifically identified as "gifts." While one definition of a gift subscription is simply one where the bill-to and ship-to customers are different, CIRPMG-M uses a specific flag on the donor type record to identify gift subscriptions. The table allows you to report on such conditions as gift subscriptions where the donor her/himself is one of the recipients.
  • Upsell from an upsell: Advantage upsell functionality has been enhanced to allow you to upsell from one specific promotion choice to another. For example, you could set up two offers for a subscription under a promotion, one for a 12-month term and one for a 24-month term. When the 12-month term is ordered, your upsell setup can prompt the rep to promote the 24-month choice to the customer.
  • Subject Chains: Advantage now supports searching for products by pre-defined item subjects, as well as building "subject chains" for a collection of items. Subject chains are used mostly on websites, and allow you to provide drill-down capability to the customer, similar to functionality offered on many e-commerce websites. For example, you could build a chain consisting of "books > nonfiction > sports > golf," where the number of items that satisfy the search decreases as you move down the chain. This will allow your website customers to pinpoint desired items more quickly and efficiently.
  • Multiple email addresses on CEM and PRO: You can now record multiple e-mail addresses for a single conference registration, or a PRO order line. Similar to the CIREML-M table, the new CEMEML-M and PROEML-M tables will allow you to capture more than one e-mail for a conference participant, or PRO ship-to customer. This can facilitate communication with the customer regarding these orders.

For more information on Advantage 2009R1, contact your ACS Account Manager.

Tags:

New Features

A Payment By Any Other Name…

by Phil Montgomery 1. January 2009 11:49

What do YOU call them? Generically, they are Bank Account Payments, although in the United States they are also called ACH (Automated Clearing House) or EFT (Electronic Funds Transfer) payments. In the UK, Australia and Europe, they are referred to as Direct Debit payments. No matter what name you use, Advantage supports them, and more and more people the world over are using them.

When making a direct debit payment (we'll use the European/UK name for now), the customer provides information about their bank account – the bank's ID number and their account number at the bank. The payment is collected by transferring payment request records to the clearing system that is used by your bank.

 

Don't want to use up space on your beautiful marketing piece for bank information? Offer a check-box for “I want to pay from my bank account.” Create a dummy DD payment code for such responses. Use the Billing feature to send them a form to provide the bank account details. When they respond, you update their DD Instruction and bam! there's the payment.

DD payments operate much like Credit Card payments. The process to send a file to your DD clearing system is ARP376 (the process for sending Credit Card payments is ARP370). Many DD clearing systems will provide response records which can be loaded through the ARP377/378 processes. (Credit Card responses are loaded through the ARP371 process.)

Like Credit Cards, Direct Debit payments can be generated automatically through the installment billing feature or through order generating features – automatic access agreement renewal or Book Club order releases, for example. Also, a customer's DD payment information can be “saved” for future use. During the next order they make over the phone (or web), you can ask them if they want to use what is already on file.

Setup for DD payments is done at the ARPTBL workspace very much as setup for CC payments is done. A key element of the setup for DD payments is the clearing system you want to use. Several clearing systems are already supported and if you can use one of those, then you are ready to go. Support for a new clearing system is usually a small effort. If you are operating outside of the United States, there may be more effort involved.

Contact your ACS representative for information about implementing DD payments.

Using Subscription Adjustment Reasons

by Molly Mathe 1. January 2009 11:48

 
 

You can attach a reason code to all customer service subscription adjustment transactions and also have a note automatically created with the transaction. This way, you have a visible customer service audit trail of all such changes that may be quickly referenced. You might want to know, for example, why the customer is changing the number of copies or migrating from one publication to another.

You define the valid values by operation code for these transactions at the CIRTBL/RSN –Subscription Adjustment Reason view.

Create Customer Note controls whether a customer note should be automatically created at order entry time for a transaction using this reason code.

The note is automatically generated when the transaction is entered. If the transaction is deleted before posting, the attached note is deleted as well. The note contains:

  •  Operation code for the transaction
  •  Reason Code
  •  Reason Code meaning

In addition, you can indicate that the note is to be automatically marked complete at time of creation. The system marks the note complete by populating the current date into the Action/Done field. This might be useful, for example, if no letter is being produced, and there is no further action to take.

Credit Reason permits you to define a valid ARP reason code for those transactions that result in a credit. You may define whatever values make sense. You may prefer to set the ARP code to the same value as the CIR reason code, or you may leave it blank. CIR210 uses this value to set the credit reason code in ARP.

Tags:

General | Tech Tip

Wonderful Webinars in the Works for 2009

by Douglas Moore 1. January 2009 11:47

We’ve got some great topics planned for ACS Webinars in 2009. Some are repeats of popular subjects from 2008, while others are new. A new wrinkle this year is that some more far-ranging subjects will be covered in successive hour-long webinars over two or three days.

The sales team will also offer half a dozen or so demos of new release highlights and other software features. As always, the sales demos have no charge.

The first event will take place in the first or second week of February, and the announcement and registration materials will be sent via E-mail by the end of January.
Here is a list of planned topics as of now, in no particular order. The list may change after discussion at the AUG meeting later this month. If you have suggestions and are not attending the AUG meeting, contact Ken Nemerovski.

• SQL Reporting Services with Advantage data
• Config Management - Config Rotation, Compile Procedures
• CDSREQ - Requesting Reports, Job Streams
• Encrypting and Decrypting Credit Cards
• Disaster Recovery
• Duplicate Consolidation
• PCI Compliance
• Online Credit Card Functionality
• MSTDAT/FST Scripting
• Using CDSCLN - keeping system clean
• User Group Security in Advantage
• CIR - Circulation Data Entry 2
• AMB - Access Management and Billing 2
• Reviewing Proclogs and handling Nightly Processing 2
• Customer Service Email Responses/Mail Merge (advanced scripting) 2
• Using CDSDWS 2
• Creating OLAP Cubes 3
• ARP Reconciliation 3

Please visit the Webinar page for further registration information.

Tags:

Webinars

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