online ecommerce - real world challenges, real world …association technology solutions western cpe...

Association Technology Solutions

Online eCommerceReal World ChallengesReal World Solutions

Presented by:

Association Technology SolutionsWestern CPE

EPCORJCAHPO


About ATS

• Serving iMIS community since 1995

• Full-service Authorized iMIS Solutions Provider (AiSP)

• Application development to extend the functionality of iMIS

• 2015 Authorized iMIS Solution Provider (AiSP) of the Year


Hosted by

Presenter:

Stephanie Mareski, AAPDirector, Member Support & Electronic ChannelsEPCORWebsite: http://www.epcor.org

Presenter:

Steve YossWestern CPEWebsite: http://westerncpe.com

Website: http://steveyoss.com

Presenter:

Byron PattersonMIS ManagerJCAHPOWebsite: http://www.jcahpo.org


Hosted by

Presenter:

Randy RichterDirector of Technology Solutions, PartnerAssociation Technology Solutions

Direct: (720) 945-7256Email: [email protected]

Moderator:

Richard BanksSales ManagerAssociation Technology Solutions

Direct: (571) 571-4785Email: [email protected]


Western CPE is a for-profit continuing education company based in Bozeman, Montana.

Provides quality education and training to certified public accountants (CPAs) and other financial professions since 1991.

Sells 500+ products, 100+ live in-person conferences, and 1000+ virtual webinars.

Steve Yoss works with the information systems teams. He was the technical lead for the initial iMIS deployment and responsible for its ongoing operation.

Western CPE currently runs iMIS 20.2, ATS Marketplace, Moodle LMS and Adobe Connect.

http://westerncpe.com

http://steveyoss.com

Who Are We? What Do We Do?


Western has hundreds of unique products and events.

Standard iMIS functionality did not provide enough dynamic customization to serve the purchasing habits of our customers.

Most of Western’s webpages are dynamically delivered through IQAs, specialized iParts and custom jQuery scripts.

This allows for the customization of content and products to the end-user.

Check out http://westerncpe.com for an example.

Our Web Presence

http://westerncpe.com/


Product pages can be highly customized by demographic information such as: Delivery methodPriceCredits InstructorClass Date or TimeLocation

If the logic can be defined with either IQA parameters or SQL it can be presented to the web. Check out https://goo.gl/7CKHP0 for an example.

Product Pages

https://goo.gl/7CKHP0


The course must be active. Class must not have occurred

and in the future. The class must not be full. The class must be a

technology course. The course must have at least

one credit of CPE. The class must be marked as

available for public registration.

There must be a confirmed moderator.

The session must have a price greater than $1.

The course must have materials ready for download.

Information can be coming from 5+ different areas in organization's database. The approach allows us to present a single consolidated view with everything the customer needs

to know.

What information is being used to make this display?


Overall Workflow

Raw SQL Data

• This is the data in its most basic and raw form.

• Highly fragmented, not congruent, and dissimilar.

Custom SQL View

• The data is normalized and standardized.

• Dissimilar data is joined together (e.g. orders and order lines.

• May include stored procedures and functions.

• Focused on creating reusable objects.

Business Object

• Data is mapped to a business object in iMIS.

• This is a necessary step to make it available to an iQA.

• Business objects mirror the underlying SQL view.

iQA

• An iQA will usually point to a single business object.

• One business object might be used by several iQAs.

• iQAs will be customized through filtration.

iPart / Custom Scripts

• iParts are mapped to IQAs.

• Usually Query Menu iPart is used.

• ATS custom iParts.

• Custom scripts that utilize a JSON data feed.


Check out http://www.westerncpe.com/wcm/search.aspx?searchterm=Brosi for an example.

This method can be used to create a highly customized search that can be based off any fields in the database.

With iMIS 20.x you can pass parameters to your iQA to further refine the display.

Can include a mix of static text, dynamic images/text, external links and more.

Search Pages

http://www.westerncpe.com/wcm/search.aspx?searchterm=Brosi


Benefits / Pros Costs / Cons

Highly customizable web display. Very laborious for initial setup.

Easily adaptable and modifiable for future needs. Requires significant SQL and iMIS knowledge.

Can include additional resources (e.g. functions or stored procedures) that can not be provided by

existing functionality.

Increased stress on system resources. Each page requires additional resources from the database.

Can create custom data sources that mashup data across system.

Currently limited to tabular display presentation.

Can include graphic objects in results (e.g. buy now button or more information button).

Parameters can be passed to the page to further customize display.

Information can be customized to the user’s device (e.g. desktop vs. mobile).


EPCOR Education Club


Education Club

• Why?

– Provide a way to allow members to prepay for education events at a discounted price

• Desired Outcome?

– Allow members to pay for education events using a points based system


Education Club• How?

– Activity Setup

– Product Setup

• 3 different club levels

• Dollars into Points

• Prepaid at a discounted rate

– Event Setup

– Leveraged other 3-party add-ons for automation and information

• Task Centre

• CSA Alert

• IQA


Education Club

• Activity Record – upon the completion of the product order, an activity record is created which denotes Ed Club member.

• The activity record also provides information on how many points were purchased, used and remaining.


Activity Setup


Product Setup


Education Club

• When a member purchases the Education Club, EDU_ClubActivity is created on member who purchased

• This activity record is used to identify members when registering for Events on the website


Activity Record in iMIS


Event Setup

• Point values are Meeting User Defined Field (MUF) for each event


Education Club

• Task Centre – several tasks have been setup in Task Centre

– Create Education Clubs

– Update Education Clubs

– Education Club Email

– Education Club Reminder


Education Club


Education Club

---insert the new Activity recordsinsert Activity (ID,SEQN,ACTIVITY_TYPE,TRANSACTION_DATE,PRODUCT_CODE,DESCRIPTION,AMOUNT,ORIGINATING_TRANS_NUM,UF_4,UF_5,CO_ID,UF_1)select ID,SEQN,ACTIVITY_TYPE,TRANSACTION_DATE,PRODUCT_CODE,DESCRIPTION,AMOUNT,ORIGINATING_TRANS_NUM,UF_4,UF_5,CO_ID,UF_1from #activity

--- create temp table to store new EDU_CLUB activitiescreate table #activity (ID varchar(10),SEQN int,ACTIVITY_TYPE varchar(15), TRANSACTION_DATE datetime,PRODUCT_CODE varchar(31), DESCRIPTION varchar(100),AMOUNT money, ORIGINATING_TRANS_NUM int,UF_4 int, UF_5 int, UF_6 datetime,CO_ID varchar(10), UF_1 varchar(10))


CSA Alert

• Provides staff

notification that

member has an

Education Club and

how many points are

remaining in the club.


Education Club

• Reports/IQAs – several reports and IQAs have been setup to monitor usage and report to Management


Education Club

IQA – Points Status for Clubs


JCAHPO Using Your Price in the ATS MarketPlace


Problem: A way to sale subscription to online coursesSolution: ATS MarketPlace and Your Price


Subscription to Courses is entered on a User Defined table on the company record for how long the subscription is good for, and since we were unsure of if you wanted it to be a subscription and then courses were $0 or a subscription and courses would have a small charge per course a cost per course field.


We have member, non member and Special Pricing for the Course in orders


MarketPlace uses a General lookup table for Your Price to name a stored procedure to calculate the price


Two stored procedures to calculate the price, including the special pricing


Your Price is $0 because of the subscription


JCAHPO Using Coupons in the ATS MarketPlace


Problem: Companies only wanted to pay once to be able to have employees then be able to purchase a course

Solution: ATS MarketPlace and Coupons


Which lead to a second problem: Companies wanted a way to keep track of how many uses they have left of their coupon, and who used the coupon

Solution: IQAs and self service


IQA to get the list of coupons a person can see


Notice the use of @LoggedInuser to make sure they can see their coupon

details


A link to display who used the Coupon


IQA for who used the coupon


Again the @LoggedInUser to restrict who can see the used coupons and

@URL so we know what coupon code to display the results for


Had to use my own Business Object because the stock activity vBOCsActivity tried to use drop down for product Code and I needed the @URL


Instructions


Staff Site version as well


Staff Site version as well, controlled access instead of using @LoggedInUser


Questions & Answers

Moderator:

Richard BanksSales ManagerAssociation Technology Solutions, LLCDirect: (571) 213-4785Email: [email protected]

Presenter:

Steve YossWestern CPEWebsite: http://westerncpe.com

Website: http://steveyoss.com

Presenter:

Randy RichterDirector of Technology Solutions, PartnerAssociation Technology Solutions, LLCDirect: (720) 945-7256Email: [email protected]

Presenter:

Stephanie Mareski, AAPDirector, Member Support& Electronic ChannelsEPCORWebsite: http://www.epcor.org

Presenter:

Byron PattersonMIS ManagerJCAHPOWebsite: http://www.jcahpo.org


More from ATS

Looking for more from the experts at ATS?

Other Questions?Email: [email protected]

Online: http://www.atsol.org

Phone: (720) 945-7252

Upcoming Webinars Past Webinarshttp://atsol.org/Webinars

schedule of upcoming webinarshttp://atsol.org/PastWebinars

video recordings and downloadable presentation slides

mailto:[email protected]

http://www.atsol.org/

http://atsol.org/Webinars

http://atsol.org/PastWebinars

online ecommerce - real world challenges, real world …association technology solutions western cpe...

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