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Converting from Spectrum Management System to Spectrum NG

Converting from Spectrum Management System to Spectrum NG. Thursday, November 19, 2009, 2:30 – 3:25p, Cottonwood Scott Wimberley , Project Manager. Agenda. Introduction Project Champion System Differences New Modules Hardware Requirements Hardware Diagram Implementation Process

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Converting from Spectrum Management System to Spectrum NG

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  1. Converting from Spectrum Management System to Spectrum NG Thursday, November 19, 2009, 2:30 – 3:25p, Cottonwood Scott Wimberley, Project Manager

  2. Agenda • Introduction • Project Champion • System Differences • New Modules • Hardware Requirements • Hardware Diagram • Implementation Process • Data Conversion • Preparing for Spectrum NG • Questions and Answers

  3. Introduction • Spectrum NG • Multi-tier, Scalable, Multi-site application • Microsoft.Net and SQL 2005 64-bit technology • Hosted vs. Deployed

  4. You Need A Champion • A Project Manager who will take charge of all communication and tasks. • Someone who will work through solutions to implementation scenarios, issues. • Someone to be responsible at the facility to make sure all transitions operate smoothly, and who has the authority to do so as well. • Someone who can coordinate the training dates and onsite consultations.

  5. System Differences • Single Application Shortcut • Automatic Updates • PCI Compliance • Dynamically Created Menus • No A/P – G/L Module • No Tejas Module • Do have Grill Mode and Open Ticket, however • No Fitness Module

  6. New Modules • Event Manager • POS Blind Close • Case Management • Member Card Designer • Query Builder • Application Programmer Interfaces

  7. Hardware Requirements (Hosted) • Workstations • .Net Framework 2.0 • 1.3 Ghz Processors • 256MB RAM • 9GB Free Hard Drive Space • Windows XP Professional with latest Service Packs or Windows Vista or Windows 7 • Bandwidth • Minimum of 768 Kbps

  8. Hardware Requirements (Deployed) • Workstations • Same as Hosted • Bandwidth (to servers) • Same as Hosted • Application Server • Windows Server 2003 (32 bit) • .Net Framework 2.0 with all service packs • Dual 1 GHz Pentium PIII Xeon Processors/Single 2.8 GHz Pentium Processor or equivalent • 1GB ECC RAM • 36GB Free HD Space

  9. Hardware Requirements (Deployed) • Database Server • Recommend different box than Application Server • Windows Server 2003 (32 or 64 bit) • .Net Framework 2.0 with all service packs • Dual 1 GHz Pentium PIII Xeon Processors/Single 2.8 GHz Pentium Processor or equivalent • 1GB ECC RAM • Level 1 RAID with 2 36GB Hard Drives (SCSI) (OS and SQL Transaction Logs) • Level 5 RAID with 3 36GB Hard Drives (SCSI) (SQL Database) • MS SQL Server 2005 Client Licenses (or Processer License if > 25 users)

  10. Implementation Process • Contact Toni Grafner or Randy Cruz for a proposal • Agree to proposal • Larry Rook will contact you to start the process • He will schedule your on-site training & conversion • We recommend a minimum of 4-5 on-site training days • He will work with you on your custom contract & G/L Interface

  11. Account Managers ToniGrafner Randy Cruz Eastern North America Western North America

  12. Implementation Process Continued • Consultant On-Site • Training on Administrative Setup • Training on basic procedures • Converted data will be imported • Assists in the Go-Live

  13. Data Conversion • Nearly everything can be converted • Cannot convert: • G/L Transactions • Tejas Setups • Lockers (Locker Assingments can convert if you use the same locker #s) • Scheduler/Spa/Facility (yet)

  14. Data Cleanup • Here’s your chance to clean up unwanted data. • Before the data conversion, make sure all: • Terminated employees are labeled so. • Unused products are labeled Inactive. • Inactive members are labeled as such. • Old membership types have no members tied to them. • Make a list of the areas that you want to have deleted and let CSI know about it.

  15. Preparing for Spectrum NG • Implement new AP/GL Package • Ensure that your CC Merchant Account is with one of the following: • VISANET/VITAL • NOVA • Paymentech Tampa • First Data North/CardNet

  16. Credit Card Processing • SpectrumNG uses RiTA software to send CC transactions to your processor. • If you are not currently setup for RiTA, then it is necessary to change. • Speak with your Merchant Provider, inform them of the move to a new software. • Your Merchant Provider will generate a setup form for you with one of the 4 processors supported by SpectrumNG.

  17. Credit Card Processing • Submit the setup form to CSI • Larry Rook, Implementation Mgr • Once CSI receives it there is a 2-week processing time. • CSI will respond with your Merchant Number and RiTA ID Number, and instructions to put in SpectrumNG. • Remove and reattach the credit card payment types to ensure the transactions are going to the right bank, then reset Payment Shortcut Keys. Perform a $.01 test transaction to verify everything is working.

  18. Educational Services • It’s FREE! • www.csisoftwareusa.com/training/online.php • Sign up for a username and password • The E-Learning Library is available to train your employee staff at your discretion. • Live Webinars are offered by professional instructor. • Ask questions and get answers • Discuss your issues with other clubs around the country. • User forum: http://forums.csisoftwareusa.com • Wiki • It’s FREE!

  19. Question and Answer

  20. Account Managers ToniGrafner tgrafner@csisoftwareusa.com 800-247-3431 x223 Randy Cruz rcruz@csisoftwareusa.com 800-247-3431 x278 Western North America Eastern North America

  21. Coming Up Next… • 4:00 – 5:00p: Town Hall Meetings! • Health, Fitness, and Wellness Centers, Forest I • Non-Profits (JCC/YMCA), Forest II • Campus/Parks & Recreation, Forest III • 6:00p • Bus leaves for Rainbow Lodge!

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