MBS YEAR IN REVIEW

Mike Chalk – MBS Development

Thank you for attending the 2016 CDG Customer

Conference

Your attendance gives you an opportunity to guide the

direction of MBS

You also get the opportunity to meet other MBS users,

and share tips and ideas with them

WELCOME

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Please plan to attend the following breakout sessions for

more details about the changes we’ve made to MBS:

MBS Customer Care Enhancements

Today at 11:30am in Technology

MBS Expanded Client Billing Controls

Today at 2:15pm in Technology

MBS Contracts

Today at 3:15pm in Technology

MBS Equipment Enhancements

Tomorrow at 10:45am in Technology

MBS Recent Updates

Tomorrow at 12:45am in Technology

BREAKOUT SESSIONS

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(The 4.05 release will go out in early Summer)

RELEASE UPDATES TO MBS

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Release MBS updates

FE 03.74 517

FE 04.00 465

982

CDG added 6 new companies (or added new markets to

existing companies) to the MBS family since the 2015

CDG Customer Conference

We have 1 MBS conversion going on right now

New companies bring new ideas and new requirements,

improving the MBS product for everyone

CONVERSIONS

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CUSTOMER CARE

Name tab, changed label, and will now match on the

account description, organization or person/department

using the Display Match Type check box

CUSTOMER CARE SEARCH IMPROVEMENTS

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Service tab, added <Any> option, which searches across

all service types, and supports a partial value search

New Charges, Equipment, and Internet Email check

boxes support search types from the Other tab

Searches that match to a service will open that service

CUSTOMER CARE SEARCH IMPROVEMENTS

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Other tab 2 new search types:

Charge Description Override

Subscriber ID/Guarantor ID/Account ID/Service

ID/Member ID

CUSTOMER CARE SEARCH IMPROVEMENTS

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Can now view historical notes, or add a new note from

the Customer Care search screen

You’ll have the option to choose the session you’d like to

use for the new note

ADD NOTES FROM SEARCH RIBBON

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Session Log tab is a new Customer Care search screen

tab that lists all MBS sessions in reverse chronological

order

Filter fields include Users, Session Type, Session Status,

and From/Thru dates

SESSION LOG

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For large Subscribers, the Subscriber Financial

Summary screen combines all profile account and

guarantor totals, plus other financial information into a

single screen

The Subscriber Financial Summary screen is available

from the Customer Care search screen ribbon, plus

within MBS on the Financial and Account pages

Hyperlinks to payments and adjustments, usage, and

charges

SUBSCRIBER FINANCIAL SUMMARY

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SUBSCRIBER FINANCIAL SUMMARY

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SUBSCRIBER SESSION SELECTION

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Can now attach 1 or more contracts to an account

Early termination fees can be auto-calculated based on

a percentage of the contract value

New contract fields:

Follow-up Date (used on the Expiring Contracts utility)

Comments

CONTRACTS IMPROVEMENTS

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Added Exact Match check box to Company Equipment

Master

Equipment reservations and inventory control:

Reservation totals by location display on the equipment

summary and in Dashboards

Equipment can be shared across services/accounts

EQUIPMENT IMPROVEMENTS

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Auto-populate equipment location based on user

Install From

Return To

Location batch transfer

EQUIPMENT IMPROVEMENTS

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MBS includes a utility that allows you to define an import

file for mass-loading equipment

EQUIPMENT IMPROVEMENTS

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Session Undo

Sam Sync now available in Plant and incomplete data

Sam Sync functions now include Delete Equipment and

Delete Circuit features

Sam Sync from Equipment Listing support for Craft

Commands (by equipment/command)

SAM

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CONFIGURATION AND UTILITIES

Some company configuration options can now support

market-specific values (mostly E-Care options)

We’ll continue to add market-specific values, as needed

MARKET-LEVEL CONFIGURATION OPTIONS

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MARKET-LEVEL CONFIGURATION OPTIONS

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External party can now take advantage of custom scripting

available in the file distribution process, allowing you to

automate more file updates

Remove spaces at the end of each record

Add custom characters at the end of a file

Any custom update the file requires before sending the

file to your provider

CUSTOM PRE-PROCESSORS

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Agents defined as external MBS users can use MBS as

an agent portal

These agents will only see the customers that are

associated with in Customer Care

Future plans include a QRT solution that allows them to

only see their customer information and commissioning

details

EXTERNAL AGENT ACCESS

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You can now set up security in Trouble to only allow

members of a particular set of departments

Configuration option 417 identifies the “Private” trouble

ticket departments

Only members of the identified departments can see

Trouble Tickets assigned to those departments

DEPARTMENT SECURITY IN TROUBLE

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An alternative 477 Broadband Deployment solution exists

that stores your previously submitted Deployment report,

allowing subsequent updates

NEW 477 BROADBAND DEPLOYMENT

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Users can now unlock their ID and reset their own

passwords on the login page

Users can also establish and change their secret

question/answer, and add an email address to their

account

Can support limited access to Security module

SECURITY UPDATES

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SECURITY UPDATES

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Monthly view of new/lost accounts and services (by

type), with drill-downs

You can see count and revenue numbers for new or lost

accounts and services, as well as revenue changes for

existing customers

CHURN DASHBOARD GADGET

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CHURN DASHBOARD GADGET

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More tax fields are included in the billing detail tables in

MBS

In/Out city flags

Tax Exempt and Taxable Amounts

Adjustment taxes are now stored as separate records

Custom tax reporting is now possible!

BILLING DETAIL– MORE QRT POSSIBILITIES

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In the Company Forms utility, we’ve updated the 499Q

form to Jan 2016 version

Added support for the Illinois Digital Divide Form

UPDATED 499Q, DIGITAL DIVIDE (IL)

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Configuration option 196 allows you to establish a rule

that the customer must pay their full current balance

before SAM will reconnect their service(s).

Late fees can be bypassed for TD/PD services (new

configuration option, 421)

The treatment email step now sends emails!

TREATMENT, LATE FEES

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Multiple logins per account, E-Care users can see

sub-accounts that are paid by other guarantors

New sub-account filters added to Services tab

Email now includes amount due / past due and due date

E-CARE IMPROVEMENTS

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These adjustments are now split out on the Invoice

Totals summary, to differentiate them between more

typical deposits

In the future, we plan to treat these as payments and/or

add support for advanced payments

ADJUSTMENTS VIA DEPOSIT APPLICATION

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MBS is now “Out of Scope” with regards to PCI

compliance

All credit card data has been removed from MBS

databases and servers

Next up – EMV platform migration

Credit card surcharges now supported, by brand – can

be reduced or waived

Note: This surcharge applies to EFT payments, and

Cash Drawer needs additional updates to fully support

this feature

PCI UPDATE, CREDIT CARD FEES

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Our MBS API now supports create and update

capabilities for MBS subscribers

This allows CDG and our clients to integrate 3rd party

products to MBS

We have a test API facility in the Utilities module to aide

in development’s efforts

See me if you’re interested in learning more about our

2-way API

2-WAY API

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QUESTIONS?