The future of global data management is here: modular, scalable and integrated. MasterCard smartdata.gen2

Transcription

1 The future of global data maagemet is here: modular, scalable ad itegrated MasterCard smartdata.ge2

2

3 Revolutioize your data. Trasform your busiess. MasterCard smartdata.ge2 is a revolutioary web-based reportig solutio for expese ad iformatio maagemet. Now, due to its modular, scalable ad itegrated desig, you ca more effectively ad efficietly provide busiesses of all sizes with the tool they eed to cotrol spedig, optimize profits, ad esure compliace. A modular, scalable ad itegrated desig makes MasterCard smartdata.ge2 revolutioary. Modular, it s easy to cofigure differetly for multiple card programs ad market segmets. Scalable, it lets you implemet the applicatios you eed whe you eed them. Itegrated with key fuctioality, it seamlessly delivers cosolidated, global views of paymet data. Iovative, MasterCard smartdata.ge2 takes expese maagemet to the ext level, leveragig over te years of Smart Data techology ad product developmet. Powered by the MasterCard Global Data Repository a leadig techology repository that houses ehaced iformatio (daily trasactios from MasterCard issuers plus data from vedors such as airlies ad hotels) MasterCard smartdata.ge2 provides complete, cosolidated, ad custom views of data o schedule or o demad. Kowledge is power: whatever the size of your compay, MasterCard smartdata.ge2 provides accurate, itegrated expese data ad the tools to trasform the way you use it. Maagig expeses with uparalleled, seamless reportig, MasterCard smartdata.ge2 customizes ad automates expese data, savig time ad icreasig efficiecy: O p tioally assig default accoutig codes to cardholders. Leverage ulimited ad comprehesive customizatio capabilities. Accommodate differet accoutig systems ad paymet cards withi oe compay. Trasformig data ito busiess itelligece, MasterCard smartdata.ge2 icludes a powerful ew reportig tool that helps you tur data ito busiess itelligece with customizable templates, HTML previews, advaced filterig optios, report categorizatio, ad the ability to create ad export reports i a variety of formats. Save time with self-service MasterCard smartdata.ge2 itegrates modular applicatios such as MasterCard Smart Data Real-Time Accout Maager, a fast, costeffective way to maage commercial card programs. Now, busiesses ca respod to critical card maiteace requests as a self-service securely ad coveietly savig time ad expese. Program admiistrators ad maagers ca: View up-to-date accout iformatio Modify accout credit ad velocity limits View ad update cardholder demographic iformatio ad issue replacemet cards View accout status ad close or reactivate accouts View ad export audit iformatio from real-time accout maagemet fuctios Check with your MasterCard represetative to see if this capability is available i your market. DRIVING INNOVATION MasterCard cosistetly drives product iovatio. A leader i the idustry with global data ad a global data repository, MasterCard is leadig agai with a scalable, global, web-based solutio of paymet data ad iformatio maagemet. No matter the size of your busiess or the scope of solutios eeded, MasterCard smartdata.ge2 ca be scaled to fit. POWERED BY GLOBAL DATA Drive by the MasterCard Global Data Repository, MasterCard smartdata.ge2 provides a global view of expese iformatio. The data repository: Cotais data for over 160,000 compaies i 30+ coutries Receives over 11,000,000 fiacials each moth Maitais data i a highly secure eviromet behid multiple firewalls accessible oly with hardware toke autheticatio Collects detailed data from may differet sources ad aggregates it ito a sigle commo format for distributio to Smart Data solutios Distributes data globally o a daily basis to issuers ad their customers via Smart Data solutios, or directly to those customers usig their ow MIS or ERP system

4 Modular meas gettig oly what you eed. More easily. JUMP A GENERATION AHEAD MasterCard smartdata.ge2 builds o the Smart Data best-i-class core capabilities to deliver the ext geeratio of high-performace, iovative ad scalable solutios. SMART DATA TIMELINE 1995 MasterCard Global Data Repository 1996 MasterCard Smartdata for Widows MasterCard Smart Data File Express 1998 Smart Data Customer File Delivery 1999 MasterCard Smart Data OLie 2000 Ehaced Merchat Reportig System 2003 MasterCard Smart Data Express 2004 Eriched travel data 2005 MasterCard Smart Data Real-Time Accout Maager Modular by desig, MasterCard smartdata.ge2 will grow with your busiess. Choose the features you eed today for a particular card program or specific customers; as demad grows, solutios ca be scaled up to meet the icreasigly complex eeds of your busiess ad market. Whe busiess growth demads expaded capabilities, MasterCard provides iovative, seamlessly itegrated solutios. We also help you miimize the impact of chage. With MasterCard smartdata.ge2, you save moey ad time o employee traiig. After learig how to use MasterCard smartdata.ge2, employees oly eed additioal traiig whe a ew module is added. Leveragig 10+ years of Smart Data techology, MasterCard itroduced the Smart Data platform over te years ago. The result of cotiuous iovatios, its core capabilities have cosistetly bee viewed as best-i-class by card issuers ad ed-users. I a recet idepedet aalysis, IBM tested Smart Data OLie (SDOL), the previous geeratio of MasterCard smartdata.ge2, agaist competitors products. Global i scope, the IBM study rated SDOL as exceedig its competitio i five out of seve categories: multiatioal capabilities, customer service, itegratio, program admiistratio ad techology platform. I the other two categories, data ad reportig capabilities, SDOL was rated as good as its competitio. Now, with MasterCard smartdata.ge2, we ve desiged the applicatio to exceed the competitio o all category areas i additio to cotiuig to icrease the level of iovatio. MasterCard smartdata.ge2 builds o Smart Data best-i-class core capabilities ad provides the ext geeratio of high-performace, scalable solutio that ca help issuers secure ew busiess, stregthe existig customer relatioships ad drive trasactio volume. Keep data secure with MasterCard smartdata.ge2 MasterCard smartdata.ge2 provides optimum security ad peace of mid with its multi-factor log-i feature, issuer-defied accout umber maskig, ad audit trails. All data is safe ad secure, protected by robust, idustry stadard SSL protocols ad 128-bit ecryptio. Expad your web presece with co-bradig With MasterCard smartdata.ge2, the look ad feel of a issuer s mai busiess web site ca be closely replicated to project a cosistet corporate idetity as well as create a trasparet user experiece. Sig-o seamlessly Sigle sig-o access streamlies user experiece: users oly eed to sig o oce to the issuer s mai web site to access MasterCard smartdata.ge2. With a sigle-portal, all you eed is oe user ID. We make it that simple.

5

6 MID-SIZE COMPANIES + LARGE CORPORATIONS Fidig profits i ew places Iformatio & itegratio = profit optimizatio Whe you re a global compay, you wat a global picture of expese activity. But whe the data is icomplete, your picture is too. So, you wat more detail. You wat iformatio itegrity, ad you wat it seamlessly itegrated ito your ERP ad accoutig systems. Itegratig iformatio ca ucover opportuities to cut costs ad optimize profits. I cosolidatig multiatioal data daily, you ca aalyze spedig globally, regioally, or locally, ad combie sped ito service or merchat categories. With a comprehesive view of costs, you ca idetify o-compliat services, elimiate redudat purchases, ad egotiate better cotracts with vedors. TAKE ADVANTAGE OF A MULTINATIONAL OPPORTUNITY Expese spedig o Corporate cards icreases each year, yet may global compaies have t implemeted multiatioal commercial card programs. Our worldwide etwork of bak parters ca help expad your multiatioal busiess. With the MasterCard Multiatioal Corporate Program, global compaies ejoy the beefit of local kowledge ad service, cosistet stadards, oe poit of cotact, ad oe source of data to optimize fiacial ad iformatio maagemet. Go global with MasterCard smartdata.ge2 Available i 14 laguages Supports trasactios i virtually every currecy i world circulatio Tr asactios i multiple local currecies ca be coverted ito ay desigated sigle currecy for global aalysis ad reportig Multiatioal corporate views ad reportig are available. Localized settigs for regioal formats for umbers, dates ad time ca be set locally Applicatio iterface ad data are double-byte capable Automate expese allocatio With a simple set-up, multiatioal corporatios ca easily accommodate differeces betwee coutries accoutig ad geeral ledger practices Large orgaizatios ca maitai separate tables for divisios or subsidiaries with differet geeral ledger requiremets Multiple cofiguratio optios allow program admiistrators to automate the assigmet of geeral ledger codes by accout, merchat category, supplier, ad tax Simplify expese trackig ad maagemet Allocate trasactios to specific accoutig codes, update sales tax data, ad eter expese descriptios quickly ad easily Hotel statemets ad corporate purchasig card trasactios ca be split ito 200 separate lie items, allowig for further allocatio by users ad more accurate fiacial reportig Out-of-pocket expeses or petty cash ca be added ad allocated

7 Track spedig by supplier Aalyze supplier s sped by paret ame, merchat category code, coutry, departmet, ad other filters Summary ad detailed reports provide supplier ad departmet level iformatio, alog with tax ID, tax exemptio, ad preferred-vedor-status data Itegrate exported data Robust export capabilities allow custom files to be geerated for itegratio with i-house accoutig or ERP systems Admiistrators ca choose from over 500 fields housed i the system ad geerate data files i a variety of formats Microsoft Excel files ca also be geerated for custom data aalysis by fiace, audit, or maagerial persoel Fiacial export flags mark dowloaded trasactios, elimiatig the possibility of accoutig duplicatio Save time with self-service F a ster, customizable reports: Step-by-step avigatio. User-defied formats iclude Excel, Word, ad PDF SDRAM: Busiesses ca maage critical card maiteace requests as a self-service fuctio with Smart Data Real-time Accout Maager Desiged to be modular Add fuctioality or ew products for ew markets as eeded Easy cofiguratio for specific market segmets ad products GET THE TRANSACTION DETAIL YOU NEED WITH ENHANCED DATA Poit-of-sale trasactio details go straight ito the MasterCard Global Data Repository ad feed directly ito your compay s accoutig or eterprise resource plaig systems. Captured ehaced data icludes: Hotel folio: daily lie-item detail from leadig hotel chais, icludig room rate, tax, room service, restaurat ad telephoe charges Airlie: trip legs, flight umbers, ad carrier codes for reserved airlies Purchasig card: sales tax, accoutig codes, ad ivoice quality lie-item detail Fleet: fuel grade, time of purchase, ad odometer readig Car retal: vehicle class, umber of days, ad refuelig iformatio Supplemetal data procured from travel agecies: airlie, rail, ad hotel data which facilitates the recociliatio of cetral travel accouts (CTAs) ad lodged cards

8 SMALL BUSINESS Now you re i cotrol. MasterCard smartdata.ge2: What it takes to ru a small busiess You eed a expese maagemet applicatio that gives you the tools you eed cost allocatio, spedig alerts, ad data export to Quicke, Moey, ad Quickbooks. You eed a solutio that s easy to customize ad easy to use. We ve got it: a tool desiged just for small busiesses i scope, optios, ad fuctioality. MasterCard smartdata.ge2: what it takes to ru a small busiess. MasterCard smartdata.ge2 ca help you grow your busiess: Almost 40% of small busiesses would apply for a card to gai access* Offerig MasterCard smartdata.ge2 ca help: attract ad retai more small busiess customers drive trasitio volume migrate more sped from checks * MasterCard 2007 Small Busiess quatitative research Streamlie expese maagemet Cosolidate card ad cash paymet methods i oe place Save time with automatic paymet data etry, orgaizatio ad reportig Sped less time maagig expeses ad more time geeratig icome Simplify expese trackig ad maagemet Allocate trasactios to specific user-defied accoutig codes to track expeses by project, departmet, or work type View trasactio details with ehaced data Captured at poit-of-sale, ehaced data provides ivoice-quality lie-item detail Set alerts for easy 24/7 moitorig ad budget trackig Select type ad frequecy of alerts; chage or cacel as eeded Create alerts for trasactios assiged to a specific accoutig code Set alerts for spedig velocity, trasactio type, merchat type, ad specific merchats Whe a alert is triggered, customers ca access additioal iformatio through MasterCard smartdata.ge2 Access stadard ad create customized reports Budget, track treds ad aalyze spedig patters as eeded: quarterly, aually, or o demad. Access up to 36 moths of data for both stadard or custom reports Obtai stadard reports for aalyzig: sped ad sped summary, compay sped ad sped summary, sped detail, historical report, ad tax deductible summary Create reports specific to your eeds ad apply a wide variety of filters to get exactly what is eeded Create reports by merchat category sped: busiess services, materials ad supplies, geeral merchadise, travel, lodgig, meals ad etertaimet, vehicle, cash advace, ad utilities Defie your ow merchat categories to track spedig totals with each merchat Report format choices iclude Excel, Word ad PDF Export data automatically ito accoutig software programs Seamlessly ad easily export data from Smart Data ito accoutig software programs such as Ituit Quicke ad QuickBooks, ad Microsoft Moey ad Excel

9 PUBLIC SECTOR Results ad compliace through busiess itelligece MasterCard smartdata.ge2 drives efficiecy ad oversight Stewards of public fuds ad the public trust, govermet employees must esure that resources are maaged efficietly ad vedors are i compliace with federal ad state regulatio. That s cosistetly ad seamlessly achieved whe expese iformatio is cosolidated ito oe comprehesive view. Seamless itegratio of eriched spedig data provides the busiess itelligece you eed to get the results you wat: compliace, better cotracts egotiated with vedors, ad best use of tight budgets. Moitor spedig Moitor purchases by frequecy ad/or spedig limits Set spedig alerts based o specific merchat or merchat categories Review ad approve trasactios Cardholders have the ability to review trasactios, add expese descriptios, ad allocate trasactios to customer-defied accoutig codes Trasactios ca be split ito separate lie items ad allocated to multiple accoutig codes Maagers ca review ad approve trasactios which ca be exported to ad itegrated with a ERP system Itegrate exported data Microsoft Excel files ca also be geerated for custom data aalysis by fiace, audit, or maagerial persoel Data ca be formatted to seamlessly itegrate with most ay ERP or accoutig system Save time with self-service Faster, customizable reports: Step-by-step avigatio. User-defied formats iclude Excel, Word, PDF, HTML, CSV, ad tab-delimited Orgaizatios ca maage critical card maiteace requests as a self-service with Smart Data Real-time Accout Maager Track spedig by supplier Aalyze supplier s sped by paret ame, merchat category code, coutry, departmet, ad other filters Summary ad detailed reports provide supplier ad departmet level iformatio, alog with tax ID, tax exemptio, ad preferred-vedor-status data

10 The revolutio i global data maagemet is here. MasterCard smartdata.ge2: modular, scalable, itegrated. Revolutioize your data. Trasform your busiess. MasterCard smartdata.ge2 ca help your orgaizatio better maage ad leverage key fiacial data. To lear more about this powerful web-based reportig solutio, cotact your MasterCard represetative or visit

11 Summary of Product Highlights

12 Mid-size Compaies, Large Corporatios, ad Public Sector Fid profits i ew places Cut costs ad optimize profits with MasterCard smartdata.ge2: Cosolidate data ito multiatioal views to aalyze spedig ad elimiate redudat purchases, egotiate better cotracts with vedors, ad esure policy compliace. Home page Efficiecy ad oversight start o the home page View summaries of user ad cardholder activity, ad check the umber of trasactios reviewed by cardholders ad supervisors. Visit your ibox for completed ad scheduled reports, ad for otificatios of completed or pedig tasks. Discover valuable busiess resources, tools ad merchat offers i News & Liks. Trasactio summary airlie Cotrol is i the details Powered by the MasterCard Global Data Repository, ehaced travel data icludes issuig carriers, ticket umbers, destiatios, trip segmets, flight umbers, travel dates, fares ad taxes charged for each cardholder. Easily exported ito accoutig ad ERP systems, ehaced data provides the detailed iformatio you eed to moitor policy compliace ad better egotiate with vedors. Trasactio summary accoutig Defie accoutig codes With MasterCard smartdata.ge2, you ca allocate trasactios to compay-defied accoutig codes ad track expeses by categories such as cliet, departmet or vedor. Cost allocatio features accommodate the most complex or simplest accoutig eeds ad virtually elimiates allocatio errors. Create reports Trasform expese data ito busiess itelligece MasterCard smartdata.ge2 delivers a powerful ew reportig tool with customizable templates, HTML previews, advaced filterig optios, ad report categorizatio. Access up to 36 moths of data for stadard ad custom reports, ad choose your file format.

13 Small Busiess Now you re i cotrol Easy to use ad easy to customize, MasterCard smartdata.ge2 delivers the tools you eed: cost allocatio, spedig alerts, ad easy data export to accoutig software programs. Home Sped cotrol starts o the home page View trasactio ad user activity summaries ad liks, ad discover the Top 5 merchats by trasactio amout ad cout; click the merchat ame or value for trasactio details. I News & Liks, you ll fid valuable small busiess resources, idetity-theft prevetio tips, ad merchat offers. Trasactio summary View trasactio summaries o demad Maage expeses whe you wat ad with the level of detail eeded. View ehaced trasactio data, lie item detail, postig ad trasactio date, merchat, locatio, cliet ame ad project code. Addeda Summary Cotrol is i the details More detailed trasactio data provides more cotrol over employee spedig: MasterCard smartdata.ge2 delivers lie-item, ivoice-quality purchase detail such as item descriptio, quatity, product code, uit of measure, uit amout, tax rate ad type, tax amout ad total amout. Schedule ad choose a report Trasform expese data ito busiess itelligece Use custom ad stadard reports to budget, track treds ad aalyze spedig patters. Access up to 36 moths of data ad schedule reports quarterly, aually or o demad. Choose your file format ad seamlessly export data ito other reportig applicatios.

14 2007 MasterCard