Near Paperless & Cashless Campus integrated to

By

Systems Integrator • Payment Facilitator • Form Digitizer • PCI-DSS Auditor • Hoster / Webmaster

Tier 1 - K12 - Payment Facilitation is the foundation for FREE Software/Reg. Support

Card Company

Member

Bank

Your School &

Non-Profits

Third Party Processors

(ISO / TPP’s)

ISO’s or

Banks

Triple Dipping Revenue & Commisson

Software Vendor

Commercial Retailers

ONE-Stop

K12 PayFac that does it ALL

Data & MONEY Processing

Integration

Support Webmastering

eForms PCI Security Auditing

Registration

Data Only 3rd

Party Processing (Low Value Middleman)

process

Payment Facilitator

Count the Costs

1. Upfront Software2. Yearly Support 3. Payment Processing

• 1991 IT Consulting

• 1993 Class Registration Software on a PC

• 1998 Facility Management Software on a PC

• 1999 ePayment Software on a PC (Swiping included)

• 2002 One-Stop Storefront Debuts• 2003 One-Stop Storefront integrated to PCS

• 2004 Skyward Food Service Balances & Deposits Integrated• 2006 WinSnap/WebSmart Integrated, Blue Bear Tracks• 2008 RegWerks Module, PowerLunch, Meal Tracker, TotalK12

PCI Audit Certification• 2009 Infinite Campus, New WinSnap, QSP, Café Enterprise, MIG PCI Re-certified• 2010 Low Bal. Email, Refunding, MiChoice, Total Registration PCI Re-certified• 2011 Web Swiping Order Entry Module, Charms & eTrition PCI Re-certified

District Level PCI paperless audit certification• 2012 Express Swiping, Wait-Listing & Child Care, PCI Re-certified

– K12 Event (Attendance) Tracker, Bid Partner (outsource Mobile Silent Auctioning)

• 2013 Multi-Deposit Accounts, PowerSchool, Lumen, CyberSoft, MCS PCI Re-certified• 2014 eReserve (event promotion, paperless ticketing & reservations) PCI Re-certified• 2015 AMP Sports (paperless Activity Management), eChecks, SimpleForms Module PCI Re-certified• 2016 Marcia Brenner Associates, Cash Receipting and Fee Billing with ASB Works

Saving Time, Times 37

Partnerships Plow More

ONE Stop Registration • ONE Universal-Integrated-Cross-selling Form Injected Storefront• ONE Primary Focus: PCI-DSS SECURITY @ 2 Levels (yours & ours)• ONE Call to US, your Hotlined - Personal Relationship Team

Solves All - End to End they are your…Sole Payment Services Provider and Hoster Sole Storefront Builder / Maintainer / Developer (custom standalone, not coming from integration & eForms)Sole Project ManagerSole Owner of each Technical or Non-Technical Request Sole Software Provider Sole Storefront Trainer Sole Reconciler, End to End with any Integration or BankSole Tier 1 to Tier 4 PCI-DSS AuditorSole eStatement Supplier (Bank Level) who actually processes, deposits, reports each transaction

• ONE Dashboard, Database, Control Point (Data & Money), eStatement humanly audited

Agenda of Automation…

• If there were 3 things you could change, what would they be?

• PowerSchool, Marcia Brenner Integration Complements Online Registration

• Examples of our Flexible Architecture of Saving Time at Registration

• RegistrationWerks Module for Preschool, Child Care, Summer School, Athletics, Field Trips, AP Testing

• Tour PowerSchool SuperStores

• 4 eForms Automation Tools

• Mobile Cashiering & Swiping

• Paperless & Painless PCI

• Contrasts

• Saving You Time, a Recap

Your Storefronts to our SuperStoreFront …

The Flexible Superstructure of Saving Time

Tim Bloom, Controller - Waukee CSD• Starting out with 1-way “a la carte” card processing. (fees and food deposits in an effort to streamline fall enrollments and registrations)

• Realized could not survive without a 2-way “full catered meal” custom STOREFRONT (collecting fees & selling)

that also raised revenues by cross-selling.

• Each month, various custom specifications for standalone fees and revenues, such as Beyond the Bell child care, were given to us to add to their growing STOREFRONT.

• Soon after, various non-profit organizations wanted to join in the cross-sell to raise even more revenues for the district, but it had to parent intuitive within the district STOREFRONT for ONE-STOP SHOPPING with these revenues deposited into separate bank accounts. RevTrak complied and parents, staff and the community loved it. Various Boosters, the Foundation’s golf banquet are cross-selling today.

• WinSnap to Cybersoft Built

• Low Balance Email Built

• Comm. Ed & Child Care Built

• Catering

• Athletic & Vocal Boosters

• Foundations

Frankfort School District 157-C, ILThis year, they added online registration options plus more custom standalone fee items. Here is what Susan Baker, District Bookkeeping Coordinator, had to say:.

“Your product made it exceptionally easy for me to learn and expand the payment option to our parents. We are happy to report that we saw another increase in sales this year, in our registration area. The District moved to online registration, which allowed for parents who would previously have had their pen out anyway, filling out those forms, to simply write a check..

“Of the payments made to date, we have seen a 93%

usage in our registration payments. I would have to

guess, with paper packet registration, our numbers

were probably in the 30% range and the remaining

were checks. Accounting for those check payments

is time consuming and I am happy that this has freed

up time for me to focus on other projects. “

The need for a One Stop STOREFRONT

was critical for streamline fall enrollments

and registrations, standalone fees and revenues

Mary Mitchell at Weld County School district in Greeley, Colorado, used the

Complimentary RegistrationWerks Module for a 5K race registration. This was the first time they used online registration for the event.

“Thank you to RevTrak and RegistrationWerks for their efforts to make online registrations for our 5K race a success. The Questions by Class report enabled us to provide staff information they required, in the format they needed, to assign bib numbers and prepare for the race. The Deposit Reports were also very helpful and having the system with me at packet pickup solved many questions the night before the race.

We ended up with 403 online registrations and 509 “walk-in/hand entered” registrations which included sponsors and registrations after the online window closed. I cannot imagine manually entering almost twice as many registrations!

How we Save you Time?

• Custom………by Design

• Flexible…..…….by Demand(eForms, PowerSchool , Plug-ins, POS , RegistrationWerks )

• PCI-DSS……….by Decree

• ALL Storefront Work Done…by Client Services

How Much Can You OUTSOURCE to USWhen we say Hosted, WE Mean HOSTED !! (all in a Cloud)

Client Services constructs & implements, add / develop, maintain, upgrade , test /retest

WE become your personal WEBMASTER of the SuperStore....

• WE Interview, Trains Users… Your eCommerce Project Manager

• WE Custom Design pages, items, eForms and Registrations

• WE Brand Storefront, Receipts, Flyers, Facebook but also… • Cousin/Sisters Sites (PTA, Boosters) TOO.

• WE Teach you how to be PCI secure, reconcile in 10, voids / refunds

• WE Audit & Certifies your compliance w/ PCI-DSS each year

• WE Own all Support Requests including PLUG-IN Interfaces & Modules for:

• Infinite Campus, Fundraising, Concessions, Preschool, Catalog Registration & Operations

YOU just Turn the Key and GO

How Much Can You OUTSOURCE to USWhen we say Hosted, WE Mean HOSTED !! (all in a Cloud)

Client Services constructs & implements, add / develop, maintain, upgrade , test /retest

WE become your personal WEBMASTER of the Storefront....

• WE Interview, Trains Users… Your eCommerce Project Manager• WE Custom Design pages, items, eForms and functions• WE Brand Storefront, Receipts, Flyers, Facebook but also…

• Cousin/Sisters Sites (PTA, Boosters) TOO.

• WE Teach you how to be PCI secure, reconcile, voids / refunds

• WE Audit & Certifies your compliance w/ PCI-DSS each year

• WE Own all Support Requests including PLUG-IN Interfaces & Modules for:

• PowerSchool, Fundraising, Concessions, Preschool, Catalog Registration & Operations

YOU just Turn the Key and GO

Architecture Beyond PaymentsYour Engine:

Swiping & Boosters too !

• Integrated to PowerSchool PowerLunch + Plugins + all your other systems

• Intuitive Access to eForms, eRegistrations, Before & After Services, Event implementations…

• Ingenious SELL, up-Sell, cross-Sell ANYTHING online

• Instinctive ONE STOP Saves Everyone Time and Maximizes Usage & Simplicity –

RegistrationWerks Module - COMPLIMENTARY• Storefront Integrated - Online Registration for Field Trips, Facilities Scheduling, Before & After School Services, Adult Ed.,

Summer School, AP Testing, Camps, Staff Development Classes (any Class or Event)

Order Entry Module - a mini POS COMPLIMENTARY• Employees can quickly cashier over the phone, SWIPE in-person any place there is an internet connection. Fundraisers, Tickets,

Concessions in each schoolOn/Off campus, anywhere there is internet access, plus recurring debiting

SimpleForms Module - COMPLIMENTARY • All Non-Curricular Forms that require a payment/donation will be digitized by Client Services

Example: Parking Pass/Citations, Transcript Requests, Field Trips, Retiree Requests for Tax / Payroll proofs computations

CUSTOMIZED, ONE-STOP STOREFRONT

Flexibility = Time Savings & Revenue• Integration Fee Billing/Fine, Online Registration…

• Cross-Selling & Up-Selling Purchases – Tickets, Passes, Shirts etc. – Standalone Items

OR• Standalone Custom Created Items Fee/Fine, Online Registration, eForms…

• Cross-Selling & Up-Selling Purchases – Tickets, Passes, Shirts etc.

OR BOTH

• eEnrollment - Summer School, AP Test, Preschool, Career Ed. Registration / eReservations– 4 Forms Automators (Injector, Drop-downs, Question in a Question in RegistrationWerks Module or GoogleDocs)

– Student Activity & Athletic Registration Forms & Fees ( RegistrationWerks Module or Storefront/Swipe)

– eSchool, Preschool, Summer School , All Day Kindergarten , Career Ed. ( RegistrationWerks Module or Storefront)

– Facility Reservations & Rentals ( RegistrationWerks Module )

– Card, Cash, Check ( RegistrationWerks Module )

– Access Security - Optional Password ( RegistrationWerks Module )

• eDonations – Bricks: Tear-downs - New construction– Student Fundraisers (donations) Pre-cart Allocator Plug-In– Foundations

eTICKETING

Performing Arts

built by RevTrak Standalone

OR

Johnston & Des Moines CSD’s, Iowa

eReserve RESERVED SEATING

Integrated

Revenue Increases… from Cross-selling

• Merchandise

• Senior Party, Caps & Gowns

• Dances (Prom, Homecoming, etc.)• Athletic Tickets• Yearbooks• Theatre Tickets (plays, events, concerts)

• AP, PSAT, IB, Prep Classes (3 levels)

• Transcripts

• Parking Permits & Citations

• Background Searches

• PTO’s, Booster Clubs, Foundations • Student planners & supplies

– Flash Drives, Safety Goggles, etc.

These purchases are influenced by Skyward Store visitors, showing as Additional “Items for Purchase “ in Family Access.

What Else Gets the Revenue Traffic?• Trips: School / Field ( Zoo, Parade, Capitol, etc. )

• Scholarship Options / Aid or Pay What You Can

• Tuition & Registration:

– Before/After School Care

– Preschool

– Extended Day Kindergarten

• Cashless & Paperless Facility Reservations & Rentals

• Discretionary Busing Fees

• Retiree & Tablet Insurance Premiums

• Used Computers and Tablet ( E-Bay Linked Payments)

• “You Name it”

PowerSchool & PowerLunch Profits the Whole District

• Increase Revenues from PowerSchool integrated Anchor Store– Discretionary spending goes up from the Cross-sell

• More Tickets, Merchandise, Passes, Career Classes, Summer School

– Reduce collection/debt 20-30%– Lost revenue reduced

• Fraud Prevention – lock box pilferage can be greatly reduced

• Reducing Labor

– Interfaced Food, Finance, Band, SIS, Career Classes Less Phone calls, Form Handling, Reconciling, Refunding

– Key-it-once Preschool, Camps, and Registration__________________________

• Patron / District Satisfaction through Ever Expandable Options

Superior One-Stop Support• Unique Inbound Phone Number to Toni’s Hotlined Team

answers your calls in person, NO Voicemail Tag PLUS EZHelp

• 7:00 AM – 5:00 PM Central Time

• Funding & Operations Support – our Depositor Position

• Module & PowerSchool Interface Support Too

(RegistrationWerks, Order Entry (POS), Donation Splitter)

Why Paperless PCI-DSS Auditing?

Districts Classified as Level 4…

Fast Complimentary Annual

Compliance Audits &

Certification

PCI Requires Schools & Vendors to: • Separate Applications on Separate Servers

• Separate Databases on Separate Servers (each institution)

• Pay Off-site Super Secure Data Center

• NEVER transmit, store or handle card numbers

• Get PCI-DSS trained, audited & certified at School Level 4

• Hacker Intrusion Scans

Custom by Design • Custom Look Matching your Website: Pages, Banners, Icons,

Links Text, Font, Colors, Images, Receipt Comments

• Custom eForms & eRegistration AutomationFree Items, Drop-Down, Buttons drive up-sells & discounting

• Custom Reports: On-Demand, Real-time, Exportable, Sortable and Remembers it

• Custom Surcharging: Service Fee, Shipping Fee & Tax

• Configured & Controlled; line item fee by line item fee

• Custom Deposit Account / Reconciliation / Revenue Account Reporting

• Custom Automated Start / Stop Timers of Seasonal Categories & Items

Flexible by Demand - for ALL Phases• Payments/Reg. & Refunds ANYONE, ANY WHERE

• Payments/Reg. & Refunds ANYTHING, ANY AMOUNT

• PCI-DSS Central Cart holds… All & I/F to All

• 2 Brand Protections – Statements & Deposits w/ Your Name

• Cost Containments 2 Methods

• eForms 4 Levels including outsourcing though the SimpliForms Module

• Transaction Notification 3 Methods by Department

• Non-Profits Participation 2 Ways (shared cart or linked )

• Cost - only when RevTrak is used – Summer can be Free

Flexible by Demand

Cost Containment Control Strategybased on $100 Checkout

Year 2Add a Private Control Options

Camouflage the Surcharge 1. A separate new online vs. offline price list

2. Start higher fee prices / pre-budgeted- Minus -

*Infinite Campus “Key it Once”

Labor Savings

__________________________

Reduced Public Service Fee by Half

<1.80 % of $100cart = <*$1.80

Year 1Public Control Options

Show a “Line by Line”

Service Fee_______________________________

Surcharge, shown at checkout

*1.80% x $100 cart = $ 1.80 50/50 split

*2.88% x $100 cart = $ 2.88 80/20 split

*Pass on a percentage

Interim Period

Start Planning to RaiseFee Prices, but LowerService Fee Amount:

1. Create a Separate 2016-17 Online Fee Pricelist

vs.

Offline Fee Pricelist

2. Budget for 2016-17 Fee Prices in Budget

Uniquenesses

Lowest Total Cost of Ownership - Because Complimentary Advantages of :

• Paperless District Level (4) PCI-DSS Annual Compliance Audits and Certifications

• Customized Storefront cross-sells more, does more, integrates more, more reliable, more developed.

• Personal Client Services Team – District Focus, NO call queues or 3rd Party finger pointing

All Storefront maintenance, development is outsourced-to-us

• Real-Time Integration, Less Data Entry – Infinite Campus and Meal Accounting

• Mini-Point of Sale in our Order Entry Module that cashiers anywhere, anytime for anything

• RegistrationWerks Module preschool, summer school, AP testing, athletics, child care, Field Trips - end to end

• SimpliForms Module - Any Forms/Event that collects a payment/donation is digitized and injected for you

• Exact Cost Containment Tracking - % based offsetting surcharging controlled to the very line item level

• Easy Partial or Full Refunding (or even void a refund mistake)

• Guaranteed revenue – eChecks (NSF’s will not affect you)

• Venues - Reservations –eTicketing by eReserve, BIG Point of Sale - staff level cash and check receipting) by ASB Works

Power Package• One-Stop Customized Storefront

– ONE Cart Integrated to ALL your Systems INCLUDED– ONE Stop Support -Technical & Non-Technical INCLUDED– Webmastering - District Website Mirroring INCLUDED– Unlimited Training & Parent Engagement Marketing INCLUDED– Visa, MasterCard, Discover, Guaranteed eChecks INCLUDED

– eForms Flexibility of 4 methods INCLUDED

– PCI-DSS Auditing/Certification, Annual INCLUDED-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

– RegistrationWerks Module INCLUDEDPreschool. / Child Care / Facilities Rental / Athletics Cash, Check & Cards

– SimpliForms Module – WE DIGITIZE of any payment due form INCLUDED

– Order Entry - Mini-POS Module Swiping/Phone-in

Boosters, Foundation, PTO/PTA, Events INCLUDED• Staff/Volunteer Cashiering Anywhere, Any Fee, Any Thing

– Borrow (Free Loaners for 15 days ) or Rent ($4.95/mo) or Purchase ($89.95) USB Swiping Devices

ONE District-wide COST TO SPLIT… 3.49% (split internally with Fee Allocation Report)

NO OTHER FEES (monthly , transaction, upfront, chargebacks, usage)

Parent Communication Maximizes

sent by RevTrak

17 Standard Reports(including the Special Infinite Campus, NutriKids Integration Reconciliation Reports)

Private Portal Overview

PowerSchool Reconciliation

RECONCILING STATEMENTS AUDITORS & YOU WANT

• Cash in Bank(s) ( books to bank )

RevTrak Report serves as the translator.

• Revenue Posting ( books to RevTrak )

• Fulfillment Posting ( lists to RevTrak )

Reports for Reconciling

• Money Reports

• Transaction and Item Reports

• Integration Reports

• People Reports

Custom by Demand - We Hold your Hand

Deposit by Date, Summary

Deposit by

Account Code

Deposit Report resorted by Item

By Date & Deposit Account

Cart Items Originating in PS by Student

Carts Originating in PS by Purchaser

Fee Allocation Report