Fork in the Road. Choosing the POS path that is right for your campus. Sequoia Retail Systems, Inc.

Transcription

1 Fork in the Road Choosing the POS path that is right for your campus Sequoia Retail Systems, Inc.

2 On Premise or Hosted Point of Sale? 2

3 Presenters 3 Jeanine Brooks Director Action Card Jessica Bender Manager, Auxiliary Services & College Card

4 Presenters 4 Brian Hendrix Product Manager Jonathan Rollman Product Manager

5 Agenda 5 Introduction to Sequoia QuadPoint POS On Premise Installation Story Jeanine Brooks University of Alabama Hosted Installation Story Jessica Bender Palm Beach State College On Premise vs. Hosted Review Q & A

6 QuadPoint Suite of Applications The only fully integrated point-of-sale solution designed exclusively for the Higher Education market 6

7 QuadPoint POS Solution 7 Flexible and scalable for use in various operations Dining Operations Concessions Convenience Stores Copy Centers Small Retail Outlets

8 Campus Card Integration 8 Real-time campus card transaction processing Encrypted data transmission On-Line & Off-Line transaction processing capabilities

9 PCI Compliance & Validation 9 All Sequoia applications that accept credit cards are PCI compliant All on premise applications are PA-DSS validated All QuadPoint Hosted applications are PCI DSS validated Sequoia s system architecture greatly limits PCI compliance burden

10 Point-to-Point Encryption (P2PE) 10 VeriShield Protect Point-to-Point Encryption and Tokenization Reduce PCI-DSS exposure Encrypts cardholder data at the card swipe and protects it throughout the transaction Currently supported with the VeriFone MX-915 and MX-925

11 QuadPoint Hosted Environment 11 Hosted at Sungard collocation facility Virtualized environment Load Balancer for Web and QuadPoint services Separate Reporting database instance High Availability Infrastructure 2.2M+ transactions per year $160M+ per year Average of ~67 hits/s equals ~2.1B hits/year

12 12 On Premise Installation at the University of Alabama

13 UA: Background 13 Public Institution Located in Tuscaloosa, AL 34,582 Student Enrollment 6,000 Faculty/Staff

14 UA: Background 14 $14 million Dining Dollars Required for undergraduates 9+ hours $300 Fall/Spring, $100 Summer 8900 Student Meal Plans/Term First Year Experience-All Access $6 million Bama Cash Optional debit account

15 UA POS: Implementation Team 15 Action Card Information Technology Enterprise Development Enterprise Technology Project Manager UA Food Service Contracted Vendor- Aramark Sequoia Project Manager Bb Project Manager

16 UA POS: QuadPoint Server 16 Virtual server support Easy to create on premise Virtual Server Specs 16GB RAM 2 Quad-core AMD Opteron Processors E Drive 60GB Storage

17 UA POS: QuadPoint Install Profit Centers 46 Registers Peripherals include printers, kitchen printers, barcode scanners 46 MX915 P2PE Credit Enabled Devices

18 18

19 UA POS: Disaster Preparedness 19 Highlights Off-Site UA Disaster Recovery facility in Atlanta Successful Production Switchover to Disaster Recovery site for verification in December 2013 Disaster Recovery Server live in Atlanta in 30 minutes

20 UA POS: Disaster Preparedness 20 Switchover Steps Snapshot the UA QuadPoint server Take down the UA QuadPoint server Bring up the DR QuadPoint server using the snapshot Verify the IP is correct and spanned Verify services are up and started correctly

21 UA POS: Disaster Preparedness 21 Verification Steps Test transactions POS: Meal plans, Bama Cash, Dining Dollars, Conference Dollars, Credit Card, and Balance Inquiry Kiosk: Deposit on new card/existing card, Balance Inquiry, and eaccounts Handhelds: card swipe TIA Transaction: Host Monitor and Transact report QuadPoint Reporting: Manual/Scheduled reports

22 UA POS: Disaster Preparedness 22 Switchback Steps Snapshot the DR QuadPoint server Take down the DR QuadPoint server Bring up the UA QuadPoint server using the snapshot Verify the IP is correct and spanned Verify services are up and started correctly Repeat Verification Steps

23 UA POS: On Premise Server Selected 23 Strong IT team support on campus High Availability / Disaster Recovery Campus Virtual server support made for easy installation Flexibility to go hosted at a future date

24 24 Hosted Installation at Palm Beach State College

25 PBSC: Background 25 Florida s First Community College Palm Beach County 4 Campuses (5 th campus in future) 47,000+ Students (credit & noncredit) 2,400 + FT/PT Employees 7 th largest of the 28 Colleges comprising the Florida College System 11th largest producer of Associate degrees in the country. Seventh lowest tuition in the nation among four-year public schools

26 PBSC: The PantherCard 26 All in one card program est. approx. Jan ,000 + cards issued as of 12/1/2011 Mag Stripe Cards Student/Staff Identification Library Card Declining Balance Printing/Copying Bookstore and Cafeteria Access to lab spaces (homegrown app) Financial Aid Atrium Campus Card System

27 PBSC: PantherCard Statistics (2013) 27 12,000+ Financial Aid Transactions per Term ($1.7M+) 390,000+ Print/copy Swipes (approx. $136K) 8,000+ Online card deposits (approx. $153K) 15,000 Cafeteria Swipes (approx. $58K) 4,200+ Bookstore Swipes (approx. $63K)* 50,000+ kiosk deposits (approx. $135k) Approx. $304K total deposits *Not including financial aid transactions

28 PBSC: Organizational Structure 28 Board of Trustees President VP, Administration & Business Svcs Controller Mgr. Auxiliary Svcs & College Card FT Office Rep Student Workers (6) IT Support Aux. Vendors

29 PBSC POS: Implementation Path 29 Set Goals Research Decision Implement

30 PBSC POS: Implementation Goals 30 True POS Solution Existing café running with old cash registers Contracted café mgmt, POS owned by College Global management/price changes

31 PBSC POS: Implementation Goals 31 Flexibility between campus card platforms Open to potential provider changes Accept PantherCard at all locations PCI Compliance Service from Provider

32 PBSC POS: Implementation Research & Decision 32 Narrowed to 2 possible solutions NACCU Member research Provided Specs to Campus IT Determined that on-site server support was not readily available Point to Point Encryption was appealing Hosted solution met all criteria

33 PBSC POS: Hosted Server Selected 33 Less up front cost on initial purchase No replacement / expansion costs for server hardware Limited IT support on campus < ½ time IT support person for office No access to current servers permitted to card office staff Minimize PCI efforts Centrally managed updates, patches, etc. HA/DR is handled by Sequoia

34 PBSC POS: QuadPoint Install 34 Phase 1 4 Campuses 6 Profit Centers 6 Registers Phase 2 4 IBM POS 2 Protech 6 MX915 P2P Credit 11 Kiosks

35 35 On Premise vs. Hosted

36 Pros of a On Premise POS Server 36 Direct access to database tables Allows complete control of entire POS ecosystem Manage firewall rules for the POS server Upgrade on your schedule No reliance on the Internet for connectivity to the server Internally managed HA / DR

37 Pros of a Hosted POS Server 37 Eliminate capital expenditures for servers & IT infrastructure Decrease compliance expenses Reduced IT staff involvement Software upgrades are automatic

38 Pros of a Hosted POS Server 38

39 Pros of a Hosted POS Server 39 Vendor-managed HA/DR PCI compliant hosting environment Access software via desktop web browsers

40 Sequoia: Bringing the Platforms Together 40 Back Office client Web client developed for Hosted New standard for on premise Networking No incoming ports for POS network Reporting Migrated Crystal initially Moving to web reporting Server Architecture Distributed components

41 Sequoia: Bringing the Platforms Together 41 Easier to support for both Sequoia and customer Standardized software features and workflows One type of architecture Easier migration

42 42