MBS YEAR IN REVIEW

Mike Chalk – MBS DevelopmentTerri Hunt – MBS Development

Thank you for attending the 2017 CDG Customer Conference!Your attendance gives you an opportunity to guide the direction of MBS.You also get the opportunity to meet other MBS users and share tips and ideas with them.

WELCOME

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(The 4.10 release will be available for general release soon.)

RELEASE UPDATES TO MBS

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Release MBS updatesFE 04.00 465FE 04.05 557FE 04.10 197

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CDG added 4 new companies to the MBS family since the 2016 CDG Customer Conference.We have 1 MBS conversion going on right now.New companies bring new ideas and new requirements, which improve the MBS product for everyone.

CONVERSIONS

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CUSTOMER CARE

MBS now includes an integration to Online Utility Exchange.MBS users can request new credit reports from within MBS and query past report requests.The integration also includes an automated Account History feed for sharing customer balance and payment history information for other Online clients.Automated Collections support includes submitting customers to Collections, as well as balance updates.

Be sure to attend the Online Utility Exchange session today from 12:00pm – 12:30pm in Savannah A. Mark Loznerfrom ONLINE will be the presenter.

INTEGRATION TO ONLINE UTILITY EXCHANGE

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New and historical credit reports are located on the Credit Information tab under the Guarantor.

ONLINE

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ONLINE DATA EXCHANGE

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Data Exchange queries are scheduled to run automatically and sftp files to ONLINE for processing.

ONLINE DATA EXCHANGE

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New Address Details button on Customer Care search screens displays address details, including:

Addresses with active customers, as well as available addresses;Active service details, including service area and Products;Plant circuit details and External Party details;Address “custom attributes.”

ADDRESS DETAILS BUTTON

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ADDRESS DETAILS

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View session activity by user, date range, session type, etc.

SESSION LOG

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You can view and add new notes and attachments from the Highlights gadget on the Customer Care search screen ribbon.

VIEW/ADD NOTES AND ATTACHMENTS

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E-Care users can now have their invoice attached to the “Your invoice is ready…” email.New checkbox is on the Profile tab in the Contact Information box.

EMAIL INVOICES

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TASK MANAGEMENT / TROUBLE

MBS users can add new contact details and person records from Trouble.

ADDING CONTACT INFO FROM TROUBLE

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Trouble tickets can be created at the Account-level.Note: This functionality is available from tickets created from Customer Care.

CREATE ACCOUNT-LEVEL TICKETS

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DID numbers can be used in the Service searches (Landline and <Any> search types).Formatted numbers, such as (217) 355-8400, can be entered.Account-level and Service-level CDFs (custom fields) are now available on the Additional Values tab.These search improvements are also available in the Trouble Ticket creation process.

TROUBLE SEARCH IMPROVEMENTS

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MRC total column added to Trouble and Task listings.Can be used to prioritize scheduling.

MRC TOTAL IN TROUBLE AND TASK LISTINGS

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MRC IN TASK LISTING

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Attachments can now be added to Tasks, Trouble Tickets, and Plant circuits.This functionality is available via our mobile screens as well.

ATTACHMENTS

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CPE maintenance is now available via Task Management, Trouble, and Plant.Coming to the Mobile screens soon!

CUSTOMER PREMISE EQUIPMENT

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Can now “Reserve” equipment in an install order, to be replaced by serialized equipment later on in the order process.

CPE RESERVATIONS

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MBS supports equipment “Sharing” across services and Subscribers.You can mass-load equipment into inventory.

Custom-defined import layout.By equipment type/model.By specific locations (warehouses).

You can easily transfer equipment to different locations.

CPE – MASS LOAD AND TRANSFERS

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Emails now include a mobile link.Clicking on link will launch the mobile version of MBS and take you to the ticket or task.

TASK AND TROUBLE EMAILS

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OTHER MODULES, BILLING

Can now create a circuit by copying an existing circuit.Supports the copy of custom fields as well.

CIRCUIT COPY

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Added generic search capabilities.

Can launch into subscribers from search results.

QUERY REPORTING TOOL

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Can change the charge description on a billed charge.MBS can now support a custom remittance backer, by company.MBS now supports the collection and rating of internet (ISP) usage, including the display of unbilled usage in MBS and E-Care.

BILLING

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Billing tax data improvements now make it easier to create custom tax reports via QRT.A Service Quantity field has been added to voice services, allowing companies to identify the # of lines that the MBS service represents. This affects taxation, and will be used for 477 reporting.City/County/State name can optionally be added to the tax summary lines on the invoice.

TAXES

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Support for Business Accounts (as separate batches in the same file) has been added.The System File Distribution function in MBS can be used to alter the contents of an MBS-created file, prior to distribution. For example, the record-ending ‘*’ can be removed from the EFT file records prior to sending to your bank.

EFT (AUTOPAY)

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MBS now includes a “Self-install” wizard that allows customers or sales agents to enter Prospects into MBS.A separate tab on the Customer Care search screens is used to manage these prospects.This functionality is not currently in use today for any of our customers, and we would like your feedback to improve it! Please plan on attending the MBS Deeper Dive sessions today in Savanna B today from 2:30pm – 4:30pm and tomorrow from 9:00am-11:00am to learn more.

PROSPECT MANAGEMENT

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PROSPECT MANAGEMENT

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Customizable HTML

Automatically determines recurring charge total based on

setup

Automatically lists included services based on setup

Top 3 Product/Promotions

All additional product/promotions

PROSPECT MANAGEMENT

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Summary of charges by service type, and totals

Subscriber-level CDF fields Companies can ask any

questions they wish

Service-type specific CDF fields

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QUESTIONS?