Touchstone ITS OMS Order Management System

Programmers Investment Corp 2 OMS Features One-Shot order processing Membership processing Continuity processing Order Insert Order Edit Authorization Shipping Request Shipping Confirmation Billing (Recurring, Installment) Credit/Cancel Part Request Replace Order Upsell/Downsell Custom Workflow

OMS Features Contd Invoice/Cash Processing Dunning Process Notifications Warehouse Return Return Request (RMA#) Multi Order Source – Web, Call Center, Customer Service, XML, API Reporting Portal for customized reporting

System Interface OMS CRM (Setup, Order Correction) Customer Service Application Call Center Application Website Reporting Portal Phone Applications Tablet Applications

Customer facing website Development We either build a mini-site for taking orders or use NopCommerce for eCommerce websites for taking orders that is integrated with our OMS. Website to show, ‘how it works”, FAQ’s, T’&C’s, ‘Privacy Policy’, etc. Get acceptance to enrolling in the program. For returning users we use webServices to connect with OMS. Ability to manage one-shot orders through websites. Websites are fully integrated with OMS to pull setup information for items, promotions, members and pricing. Ability for members to see their profile, order status, continuity status, delivery information, etc.

Customer Service Portal Ability to create new enrollments for membership and continuity enrollments. Search members and see all their transactions and logs Update orders, cancel enrollments, returns and credits Upsell/Downsell Track all calls and track it by dispositions. Update Customer Records for Update Address (Shipping and Billing) Update payment information Take payment Create new order Etc. Answer Customer queries

System Security 128-Bit SSL Encryption Credit Card Tokenization Database Encryption Forms Authentication Windows (AD) Authentication Role Based Authorization IP Address Restriction OWASP Standards Dynamics CRM Organization

Scalability & Performance Load Balancing Private Cloud Database Mirroring

Project/Process Management Agile Scrum Methodology Production Control Process Versioning & Release Management

System Testing Manual Testing UAT Load Testing using JMeter Regression Testing using Selenium

Technologies ASP. Net 4.0, C#, Linq SQL Server 2008, SSIS AJAX, jQuery, jQGrid, JSON HTML 5, XHTML, XML, XSLT, CSS SSRS or any other reporting tool mojoPortal for Content Management Web services, WCF, Entity Framework 4.0