Automatic E-Form Population: Helping you capture customer data faster and more accurately

Transcription

1 Automatic E-Form Population: Helping you capture customer data faster and more accurately

2 Agenda Overview of Retail Forms Manual vs. Automated Data Entry Education on US Driver s License Data Honeywell s EasyDL Solution pcamerica Company Overview pcamerica Case Study: Situation/Challenge Solution Results 2

3 Types of Forms in Retail Membership Application Wholesale clubs, spas, gyms, etc Loyalty Card Application General retail industry Instant Credit Application Retailers with company-specific credit card programs Returns Processing General retail industry Warranty Registration Electronics retailers and other high value retail Pseudoephedrine Tracking Pharmacies/drug stores Age-Restricted Sales Liquor stores, convenience stores, grocery stores, fire arms Customer contact information is repeatedly captured for multiple purposes 3

4 Polling Question 1 Please complete the polling question (below) that will appear to the right of your computer screen. Do you currently have an application on your retail system that requires entry of customer information for any of the following? a. Loyalty program registration b. Membership information c. Returned merchandise processing d. Instant Credit Application e. Age verification f. All of the above 4

5 What is an e-form? Paper Form Electronic Form (e-form) Paper Form Electronic Form (e-form) Printed paper form Computer-based form Handwritten completion, typically Electronic completion, typically by by customer cashier or customer service rep Often keyed into an electronic Data entered real time into system in batch processes backend database Field content cannot be controlled Field content can be electronically controlled/validated Paper forms are often hand-keyed at a later date, duplicating effort 5

6 e-form Automated Entry vs. Manual Entry Automated Entry Manual Entry Entry Speed ~1000 s words/min ~15-25 words/min Errors 0 errors/word 1 error every 20 words Avg. words/form 8 words 8 words Avg. time/form <1 second 30 seconds* Avg. errors/form No errors 0.4 errors *based on measured speed test and number of words. Real-life time is closer to 1-2 minutes Process more forms with fewer errors using automated entry 6

7 How to Facilitate Automatic Entry? Simply scan the PDF417 bar code on US driver s license 7

8 Polling Question 2 Please complete the polling question (below) that will appear to the right of your computer screen. How are you currently capturing customer data? a. Customer hand-written form, keyed in by central processing team b. Customer hand-written form, keyed in by local store c. Keyed in by cashier/customer service rep at time of customer interaction d. Automated capture via driver s license (bar code or magnetic strip) 8

9 What information is in the bar code on a driver s license? Common Fields in Retail Forms Membership, Loyalty Application First Name, Last Name, Street, City, State, Postal Code Phone Instant Credit Application First Name, Last Name, Street, City, State, Postal Code Phone, Social Security Number Warranty Registration / Returns Processing First Name, Last Name, Street, City, State, Postal Code Phone Pseudoephedrine Tracking First Name, Last Name, Street, City, State, Postal Code, Date of Birth, ID Number Age-Restricted Sales Date of Birth Mandatory Fields in US Driver s Licenses ID Number Issue Date Expiration Date First Name Family Name Middle Name Street City State/Province Postal Code Date of Birth Weight (lbs) Hair Color Name Suffix Mailing Street2 AkA: Last Name AKA: First Name AkA: Suffix Place of Birth Audit Information Classification Code Restriction Code Endorsements Code Gender Height (ft/in) Eye Color Country Identification Document Discriminator Family Name Truncation First Name Truncation Middle Name Truncation Optional Fields in US Driver s Licenses Inventory Control Number Race/Ethnicity Vehicle Classification Endorsement Code Restriction Code Vehicle Classification Desc. Endorsement Code Desc. Restriction Code Desc. Commonly required information can be found in the bar code of a driver s license 9

10 Which States Have PDF417 Bar Codes? No PDF417 PDF417 Non-Encrypted (Alaska & Hawaii) PDF417 Encrypted Although voluntary, most jurisdictions are adopting 10

11 Raw Data vs. Parsed Data Raw Data DAGP.O. BOX 1272 ROOM 2120DAILITTLE ROCKDAJARDAK72205 DARD DAS DAT DAU511DAW120DAYBR DAZBR DBA DBB DBCFDBD Parsed Data String Susan CSSAMPLERDCTMICHAEL KDCUnoneDAG1234 BRANDYVINE BLVDDAHBELLEVUEDAIWILMINGTONDAJDEDAK DBC1DAU 72 indce5daybrodba dbb dbd dcbbdc DDCRNDCGUSADCHnoneDCF00ZDZDA8 - s~y+v0) Michael Sampler, ANSI DL ZV DLDAQ DARNONEDAS0 DATNONE DBA DBD DBCFDAU501DBB DAARICHM OND, VIRGINIA ANNDAGSAMPLE JUVENILE LICENSE LANEDAIRICHMONDDAJVADAK23150 DBHYZVZVAZVBRICHMOND CITY Virginia Ann Richmond, 2/14/1985 Transmit data in a consistent, expected format 11

12 Scanner Parsing vs. Host Parsing POS Application Parsing Middleware POS Application Susan Sample,12/12/1970 POS DAASAMPLE,SUSAN,DAGP.O. BOX 1272 ROOM 2120DAILITTLE ROCKDAJARDAK72205 DARD DAS DAT DAU511DAW120DAYBR DAZBR DBA DBB DBCFDB D Parsing Middleware Scanner Parsing Host Parsing Additional SW on host system No Yes SW Integration required No Yes E-Form Modification No Yes Jurisdictional Updates Scanner firmware New parsing SW revision Deployment of Updates Push new scanner firmware; or Push new parsing SW Scan bar code sheet Solution Cost One time purchase w/scanner Annual license fee Scanner parsing can integrate without any host software changes 12

13 EasyDL Overview What is EasyDL? What does EasyDL not do? Age verification solution Scanner alone cannot perform age verification. It can pass date information to an application on the host system to perform age verification Independent software application plug-in Powered by Honeywell s TotalFreedom development platform Enhances core scanner functionality User configurable solution that converts cumbersome raw data into a cleanly formatted data string License verification solution EasyDL does not validate or verify the authenticity of a government ID card Form entry solution Honeywell does not provide application software for electronic forms and integration into current systems. EasyDL enabled scanners simply pass data in a ready to use format EasyDL is a solution enabler, not a solution itself! 13

14 EasyDL vs. Competitive Offerings HSM EasyDL Motorola Datalogic Multi-code programming Single-code programming PC GUI programming AAMVA/ANSI Formats Non-AAMVA/ANSI Formats Encrypted Data (NC/GA) Common Separator Characters Unique Separator Characters # of Separator Characters Unlimited Unlimited <10 Date Formats User Configurable: mm/dd/yyyy, mmddyyyy, mm/dd/yy, mmddyy, mm-dd-yyyy, mm-dd-yy Non-configurable: encoded license format only User Configurable: yyyymmdd, mmddyyyy EasyDL is the most versatile and complete solution on the market 14

15 Legal Considerations Consumer privacy laws do exist, are legislated at the state level and could potentially restrict how you use the data Laws apply to the state in which the store operates, not the issuing state of the driver s license Most legislation address concerns with how the data is stored/archived, not how it is captured Honeywell recommends that you review your intended use with legal counsel in each state that you operate stores While review is necessary, national retail chains are using this functionality 15

16 Benefits of Faster, More Accurate Data Entry Retailer Value and ROI Retailers with automated form completion have seen up to a 10% increase in customer applications, leading to increased sales Electronic age verification and audit trail can lead to lower liability insurance costs E-form automation at the checkout reduces labor costs toward transcribing handwritten application forms Supporting Data: On average, customers with loyalty cards, or store credit cards, spend more money Customers decline program offers due to time and nuisance to complete application Many retailers don t have necessary systems to prove cashiers are checking IDs for agerestricted sales Automated e-form completion leads to increased revenue and lower costs 16

17 Polling Question 3 Please complete the polling question (below) that will appear to the right of your computer screen. Are you interested in learning more about Honeywell s EasyDL solution? a. Yes b. No 17

18 pcamerica: Integrated POS application and customer case study

19 pcamerica Overview Quick Facts 1985 pcamerica established 1994 Cash Register Express created 1998 Restaurant Pro Express created Over 40,000 terminals installed Winners of several awards including # 1 in User Satisfaction (HT Magazine May 2005) Specialized Solution of the Year Full teams of sales reps, software programmers, and 24x7x365 live technical support are at the ready to service all customers Target Industries Retail Restaurant Convenience stores Gift \ museum shops Table Service \ Fine Dining Fast Food \ QSR Grocery & Supermarket Florist Delivery restaurants Coffee Shop Apparel \ Clothing Video \ equipment rental Bars \ Night clubs Ice cream \ gelato Video Game \ Music Stores Books stores Drive-Thru Sandwich\sub shops Liquor stores Dollar & discount stores Pizza Cafeterias Tobacco stores Delis Catering Buffet restaurants Chains of stores Independent retailers Chains of Restaurants Independent restaurants 19

20 Restaurant Pro Express & Cash Register Express Cash Register Express is a an easy to use retail point of sale systems that enables fast checkout and detailed inventory tracking. Restaurant Pro Express is a restaurant point of sale system that streamlines operations and increases efficiency. General Features Fast, easy checkout and order taking Detailed inventory tracking Touch screen invoicing Bar code scanning* Print receipts, bar code labels Integrates with QuickBooks accounting Multi-site capable with internet web portal Customer tracking with loyalty* Process gift cards Employee security Time clock with labor scheduler Detailed reporting (over 75 reports) SQL Server,.NET Architecture Secure credit card processing PCI\PA-DSS More Restaurant Features Delivery \ drive-thru features Table management with table layout Caller ID, driver tracking, driver directions Split checks Comps, voids, discounts Kitchen printing, kitchen video systems Track recipes and ingredients, food costing Unlimited menu items, multiple meals Modifiers, up sells Bar tabs, table transfers Performance statistics, shift reports Tips and commissions tracking Pay at the table capability Online ordering More Retail Features Handheld inventory tracking (Windows mobile) Purchase orders and vendor price management Clothing \ apparel matrix Age verification for liquor, tobacco* Sale pricing, bulk pricing, mix n match pricing EBT, food stamps, pin debit, cash back Layaway and accounts receivable Print gift receipts, gift registry Weight scale support (NTEP certified) Return management* Commissions tracking Equipment and video rentals Coupons, discounts, promotions Signature capture *Customer data can be acquired with Honeywell EasyDL 20

21 pcamerica s Unique Features Allow the Retailer to provide an electronic audit trail in defense of under-aged sales claims a video audit trail through our DVR Export feature Grant ID Scan bypass with manager approval (if desired) Log to searchable file Print forms for damaged licenses BOUNCER MODE Scan IDs at the front door of events to ensure of-age patronage 21

22 The Situation Customer Industry Application Top Beverage Retailer Liquor Store Age Verification The Challenge How to ensure that all customer facing employees are checking identification when selling alcohol and tobacco? How can an audit trail of compliance be created without slowing transactions? How to balance customer satisfaction and service with adherence to the law? 22

23 The Solution Honeywell Product Host Software Genesis 7580 w/ EasyDL pcamerica Cash Register Express (CRE) CRE configured to verify the age of the customer before authorizing purchase on identified SKUs Employees log in using pcamerica s CRE software providing accountability at check out For age-sensitive items such as liquor and tobacco, cashier is prompted by CRE for proof of customer age Cashier requests customer to present driver s license and scans the bar code on the back of the license Honeywell Genesis 7580 with EasyDL scans bar code and passes the date of birth information CRE will calculate the age and inform the cashier if the customer is old enough for the purchase. Genesis 7580 Verify age of customers Easily capture name, address, birth date for mailing lists Display scanned name, birth date and age information on DVR security systems (such as DigiOp) to be shown to law enforcement 23

24 The Results Reduced transaction times, attributed to expedited age verification process Store owner peace-of-mind through audit trails of ID scans Lower liquor liability insurance for using ID verification Employees love the system for its reliability and easy of use Customers love the system because it provides faster service 24

25 Questions? Honeywell Scanning & Mobility (Option 1) EasyDL Compatible Devices Focus 1690/1633 Xenon 1900/1902 VuQuest 4980 Genesis 7580 pcamerica David Gosman x

26 Ask the Expert Webinar Series Stay tuned for more details about the next webinar in our Ask the Expert series for GS1 Databar! Please join our upcoming GS1 DataBar webinar which will focus on the use of this symbology on coupons and loose produce. The inclusion of DataBar codes on coupons and loose produce has significantly impacted the check out process. Our discussion will help to prepare you for the January 1, 2011 sunrise date by providing an overview of the DataBar specifications for coupons and loose produce, the type of data transmitted to the host, how the DataBar symbology differs from the UPC symbology, the benefits for retailers, and what will be required of bar code scanners Scheduled for Tuesday, June 15 1:00pm EDT 26