BMI Fulfillment Services provides order management and fulfillment services for direct marketers. They have customized order management systems for clients since 1976 which can be modified over time. Their systems process all customer orders and interactions under a single account to track lifetime value and customer information. The systems support order processing, continuity programs, one-shot orders, payment processing, shipping, inventory management, credit/returns, customer service, and reporting. BMI works closely with clients on implementation and ongoing support.
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Brilliant WMS is advanced Warehouse Management software Provider that supports multi-site and small business warehousing Also we Provide delivery management , Order management,3PL,logistics,Supply chain management
IBM Sterling Order Management Drop Ship CapabilitiesLightwell
Expand product assortment without increasing inventory costs with IBM Sterling Order Management.
Benefits:
• Increases revenue by expanding product assortment without increasing inventory costs
• Reduces operational costs and shortens order fulfillment lead time by automating the order processes
• Improves customer satisfaction with on time delivery by leveraging real-time visibility into available inventory
Argility’s Point of Sale solution can be better described as
Point of Service, as it not only enhances in-store experience
for each customer; but it is also the bedrock of
delivering a full omni-channel experience.
TimelyBill is a SaaS based solution for communications service providers and subscription billers. TimelyBill enables companies to introduce products, generate invoices, collect payments, offer bundles, share profit with partners, detect fraud and many other revenue related functions.
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Sollution Guide from IBM Partner, Lightwell (http://www.lightwellinc.com). Simplify your payments acceptance with prebuilt, ready-to-deploy global payments solutions and services on the cloud.
• Deliver a consistent, secure shopping experience across channels and devices
• Accept payments on any device, anywhere in the world
• Easily manage payments with a single view of settlement and accounts across channels
• Leverage connections to over 170 payments types in over 70 countries
• Significantly reduce risk of handling sensitive payments and customer information
Expanding Payment Options with WHMCS Modules.pptxRohan Nale
Embrace Seamless Online Transactions
With WHMCS Modules, you can revolutionize your e-commerce business by expanding your payment options. Our diverse range of WHMCS payment gateways enables you to provide your customers with a seamless and secure online transaction experience. Say goodbye to limited payment methods and welcome increased sales and customer satisfaction.
Enhance Conversion Rates
When it comes to online purchases, convenience is key. By integrating WHMCS payment modules, you can offer a wide array of payment options to your customers, catering to their preferences and enhancing conversion rates. From credit cards to digital wallets and even cryptocurrencies, our WHMCS modules empower your customers with the flexibility to choose their preferred payment method.
Tap into Global Markets
In today's interconnected world, expanding your business globally is essential for growth. WHMCS Modules offers a range of payment gateways that support international transactions, allowing you to tap into new markets and reach customers worldwide. By accepting various currencies and facilitating seamless cross-border transactions, you can unlock new revenue streams and broaden your customer base.
BMI's Global-OMS is a direct response order management and fulfillment system which supports multiple programs in multiple countries, languages and currencies. The system handles continuity, catalog, DRTV, e-Commerce and mail order fulfillment. Functions include order processing, payment processing, dunning, installments, inventory control, reporting and all related functions.
Automate your regular payments with ease, using Direct Debit. There a three options designed to suit any size business. Take a look at the option that best suits your business.
A Revenue Reconciliation and Settlement System that was built to provide an automated and systemic approach to recognizing revenues across the various revenue streams of the organization.
Add Ons Based On Navision For Distribution IndustryYogesh Manikpure
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We have implemented NAV including these add-ons for more than 35 companies who is into IT product distribution, Telecom Project management & Distribution, IT infrastructure project management and sub distribution companies in India, Singapore and UAE.
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IBM Sterling Order Management Drop Ship CapabilitiesLightwell
Expand product assortment without increasing inventory costs with IBM Sterling Order Management.
Benefits:
• Increases revenue by expanding product assortment without increasing inventory costs
• Reduces operational costs and shortens order fulfillment lead time by automating the order processes
• Improves customer satisfaction with on time delivery by leveraging real-time visibility into available inventory
Argility’s Point of Sale solution can be better described as
Point of Service, as it not only enhances in-store experience
for each customer; but it is also the bedrock of
delivering a full omni-channel experience.
TimelyBill is a SaaS based solution for communications service providers and subscription billers. TimelyBill enables companies to introduce products, generate invoices, collect payments, offer bundles, share profit with partners, detect fraud and many other revenue related functions.
Telecom Billing OSS: The Evolution of Postpaid and Prepaid Billing SystemsVcare Corporation
An in-depth discussion of the telecom billing oss (Operations Support System) with a special emphasis on postpaid and prepaid billing systems is provided in this article. It also examines the critical responsibilities domestic customer support outsourcing and contact centers with Cisco infrastructure play in providing first-rate customer service.
Sollution Guide from IBM Partner, Lightwell (http://www.lightwellinc.com). Simplify your payments acceptance with prebuilt, ready-to-deploy global payments solutions and services on the cloud.
• Deliver a consistent, secure shopping experience across channels and devices
• Accept payments on any device, anywhere in the world
• Easily manage payments with a single view of settlement and accounts across channels
• Leverage connections to over 170 payments types in over 70 countries
• Significantly reduce risk of handling sensitive payments and customer information
Expanding Payment Options with WHMCS Modules.pptxRohan Nale
Embrace Seamless Online Transactions
With WHMCS Modules, you can revolutionize your e-commerce business by expanding your payment options. Our diverse range of WHMCS payment gateways enables you to provide your customers with a seamless and secure online transaction experience. Say goodbye to limited payment methods and welcome increased sales and customer satisfaction.
Enhance Conversion Rates
When it comes to online purchases, convenience is key. By integrating WHMCS payment modules, you can offer a wide array of payment options to your customers, catering to their preferences and enhancing conversion rates. From credit cards to digital wallets and even cryptocurrencies, our WHMCS modules empower your customers with the flexibility to choose their preferred payment method.
Tap into Global Markets
In today's interconnected world, expanding your business globally is essential for growth. WHMCS Modules offers a range of payment gateways that support international transactions, allowing you to tap into new markets and reach customers worldwide. By accepting various currencies and facilitating seamless cross-border transactions, you can unlock new revenue streams and broaden your customer base.
BMI's Global-OMS is a direct response order management and fulfillment system which supports multiple programs in multiple countries, languages and currencies. The system handles continuity, catalog, DRTV, e-Commerce and mail order fulfillment. Functions include order processing, payment processing, dunning, installments, inventory control, reporting and all related functions.
Automate your regular payments with ease, using Direct Debit. There a three options designed to suit any size business. Take a look at the option that best suits your business.
A Revenue Reconciliation and Settlement System that was built to provide an automated and systemic approach to recognizing revenues across the various revenue streams of the organization.
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Presentation includes list of Winspire add-ons based NAVISION for Distribution industry.
We have implemented NAV including these add-ons for more than 35 companies who is into IT product distribution, Telecom Project management & Distribution, IT infrastructure project management and sub distribution companies in India, Singapore and UAE.
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Learn how OneBill can automate your end-to-end billing and revenue operations with its 20 amazing features. OneBill is the only solution you need to automate your entire quote-to-cash lifecycle with these 20 features.
The Role of White-Label Payment Gateway in Changing Business Paradigms.pdfITIO Innovex
White label payment gateway is revolutionizing how businesses approach payments. These solutions empower businesses with seamless transactions, enhanced branding, and greater control, ultimately driving growth and customer satisfaction. Visit us at: https://itio.in/services/white-label-payment-gateway-solution
We, at Global Innovations, take pride in being “Holidays’ System Expert”. With the profound knowledge, expertise, skill set and proven record of last 13 years, we leverage not only the state of the art IT services enabling the DMCs and tour operators to enhance their global presence but also consulting services to streamline the internal business process in line with the industry’s best practices.
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[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
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Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
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Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
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Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
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Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
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The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
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Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
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The effects of customers service quality and online reviews on customer loyal...
BMI Summary Of Services
1. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
1 Mechanic Street
Norwalk, CT 06850
203-663-6000
www.bmigroup.com
SUMMARY OF SERVICES
2. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
EXECUTIVE SUMMARY
Since 1976, BMI has custom built Order Management Systems for direct marketing organizations.
Every system is created to meet the client's specific needs and can be modified or have new features
added upon request. Due to this “custom systems” approach, we spend a great deal of time with our
clients on an ongoing basis to ensure that the system will meet their needs on both a short- and long-
term basis. We are often able to provide assistance and advice based on more than three decades of
experience building and maintaining custom fulfillment systems for many different types of clients.
BMI is unique in that our fulfillment systems are able to process all of your customer orders under a
single Customer Master Account. Lifetime value, Response Analysis, Credit terms and other
applicable information or processes can therefore be systematically determined based on all
combined activity for each customer, including Catalog, One-Shot, Continuity/Negative Option,
Newsletter, Loyalty Programs, Rebates and all other interactions between you and your customers.
Our systems support the following functions:
ORDER PROCESSING
Customers have the ability to place an unlimited number of individual one-shot orders and can also
join an unlimited number of continuity programs (within specifications determined by each client)
under a single consolidated customer account.
Import orders from client’s website or third party call-center in batch mode or real-time
Alternately, provide call center with order entry module for real-time order entry directly into BMI’s system
Receive and enter mail orders into the system (either at BMI or at an outside location).
If orders are generated as a result of direct mail, we may utilize a Finder File and OCR/Barcode scanning for
maximum efficiency and accuracy during order entry.
Automatic duplicate account identification during import or entry
Foreign (non-US) order processing, including multiple currencies
CONTINUITY PROCESSING
BMI builds the continuity rules to meet each client’s specifications (and will provide assistance and
recommendations in determining those specifications). BMI specializes in continuity fulfillment and
can integrate new features, improvements and added flexibility for customers in order to help improve
retention, increase sales, reduce customer service inquiries and reduce bad debts.
For continuity orders, the system will automatically apply the appropriate items/continuity
program/credit rules/pricing/etc. based on the source code and possibly the order channel (web vs.
mail) or other information, such as credit scores on pre-screened mailing lists, to meet each client’s
requirements.
Specifications vary for each project, but the system may include (but not be limited to) the following
functions:
Online access for members to check on their account and perform transactions
1 Mechanic Street, Norwalk, CT 06850 (203-663-6000) www.bmigroup.com 2
3. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
Online access for client to check inventory status, run reports, look up orders and perform various other functions
“Wheel” based continuity programs
Automatic replenishment programs
Negative option programs
Loyalty clubs
Unlimited number of different continuity series/wheels
Revealed and unrevealed continuity options
Variable priced items within a single continuity series
Variable continuity shipping frequency/quantity/installments/product selection at the customer level
Installment billing options within a continuity series
Multiple payment options: Bill with ship, variable credit rules, auto-cc bill
Incentives for members to authorize automatic cc billing, i.e. premium, discount, etc.
Premium fulfillment: Sent after nth shipment, with first paid shipment, etc.
Option for members to receive special offers/discounts on one-shot orders
Option for member to suspend shipments until a future date
Option for member to add “extra” items to next scheduled shipment
Option for periodic extra shipments to be sent to members outside of standard program
Auto-generate conversion/renewal offers as appropriate
Variable product selection rules by client ((may be based on inventory levels, “selection of the month”, or other
criteria, which may vary by program).
“ONE-SHOT” ORDER PROCESSING
BMI has built scores of systems to handle orders generated via catalog, websites, DRTV, DR Radio,
direct mail and space advertising, Our systems are able to support the following functions:
Multiple/variable shipping & handling price structures
Variable quantity discounts
Gift Cards
Premium offers
Variable credit terms
Variable shipping methods (i.e. Standard vs. 1, 2 or 3 day service)
Foreign (non-US) orders
Utilize Finder Files for fast/accurate data entry
24 hour (or same day) turnaround on mail order entry
Gift wrapping and Hand-written gift cards
Personalized items
Installment payments (including variable installments by item within a single order)
Frequent buyer programs
Automatic email notifications to customers throughout the fulfillment process
Multiple shipping locations/drop-shippers
Retail/Wholesale/Distributor orders
ADDITIONAL SERVICES
BMI offers a wide variety of other services, all of may be included in a fully integrated Order
Management System or may be provided as “stand alone” services, including (but not limited to):
Rebate processing (including option for online client approval for high-value rebates)
Membership/Non-Profit organizations
Newsletters
Sweepstakes/Contests
1 Mechanic Street, Norwalk, CT 06850 (203-663-6000) www.bmigroup.com 3
4. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
Loyalty Programs
Literature Fulfillment
Premium Fulfillment
Barcode/OCR Scanning
Remittance Processing
Project Management
Consulting
Business to Business order processing
PAYMENT PROCESSING
BMI works with multiple payment processors/merchant banks. We provide detailed reporting to
ensure that all payments are in balance internally (within our system) and externally (with the
banks).
Process Checks, Money Orders, Credit/Debit Cards, PayPal
Automatically hold orders paid by check for check clearance (optional – may only apply for checks exceeding $x)
Gift card processing
Pre-authorize credit cards prior to releasing to warehouse, settle upon receipt of shipment confirmation (optional)
Automatic credit card billing options (for continuity programs)
Installment payments
For credit cards, BMI works with each client to determine the appropriate level of address verification to be utilized
(to prevent fraudulent charges).
BMI can generate and send letters, postcards or emails daily for customers whose credit cards were declined,
expired or did not send sufficient payment with their order. For credit card declines, we can, at the client’s option:
Resubmit in future runs
Contact customer via mail or email requesting alternate payment
Transmit a report to the call center for outbound calls on credit card declines.
For check payments, we will cage, enter, endorse and balance check payments into the system and deposit
checks into the client’s bank account. Detailed verification procedures and reporting are utilized in order to ensure
the accuracy of all payment processing. Check payments can also be entered into the system in real-time from an
outside location.
SHIPPING/INVENTORY CONTROL
Shipment run scheduling varies by client and project, i.e. we may perform daily (or more frequent)
shipment runs for one-shot orders and weekly or monthly runs for continuity shipments. BMI will
coordinate with the shipper(s) for the timely and accurate transmission of inventory data, invoice runs
and shipment confirmations between all parties.
Support multiple warehouses/drop shipping
Utilize up-to-the-minute inventory data from the warehouse (or warehouses)
Select all orders that are eligible for shipment based on payment/account status, inventory availability, credit
rules, etc.
Variable text/messaging on invoices (i.e. customized messages based on customer payment status, automatic
credit card billing offers, gift messages, preview of next item, etc).
BMI can provide data files to the shipper(s) in virtually any format requested for import into the shipper’s internal
WMS, or can provide the shipper with all of the necessary programs to generate invoices, manifests and support
documentation in-house.
Record and utilize P.O. data for future product deliveries for sales, projections and reporting purposes
1 Mechanic Street, Norwalk, CT 06850 (203-663-6000) www.bmigroup.com 4
5. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
Backorders: BMI works with each client to try to minimize the occurrences of backorders. All systems, procedures
and policies are in compliance with applicable FTC requirements. BMI will generate and send FTC notices to
consumers via mail or email.
Kitting/sets (prekitted or “on the fly”)
CREDIT RULES/DUNNING
BMI works with each client to determine the credit and dunning rules to be followed. The system rules
may include (but not be limited to) the following options:
Variable credit rules based on source code, order channel (web vs. phone vs. mail), price point, credit scoring,
comprehensive customer history, etc.
Ship ahead/Bill-with ship
Prebill – generate and send series of prebill statements
Variable installments
Variable “acceptable underpayment” amounts for check payments
Credit prescreening by third party
Credit limit testing on control groups vs. test groups
Reporting as appropriate to analyze and compare results of credit rules
Dunning series: We will help to develop a series of dunning letters (or multiple series) that are
appropriate for each project. We can print and mail dunning efforts or transmit the necessary data to
a third party lettershop at the client’s option.
If applicable, BMI will also help arrange for a collection agency and arrange for data to be transmitted
between BMI and the collection agency as necessary.
RETURNS
BMI will receive and process returns in-house or they can be processed at any outside location by
accessing BMI’s system via the internet (in real-time). Upon receipt of a return, the system will
generate either a reshipment, refund or otherwise process as requested by the customer within
parameters defined by the client.
BMI will process credit card refunds automatically. For check refunds, BMI can print and mail the
checks on the client’s behalf or can send a report or data file detailing checks to be issued. At the
client’s options, all refunds can be held pending client approval.
For continuity programs, the system may be designed to automatically cancel continuity memberships
upon return of initial shipment or suspend accounts (and generate notification letter) for members
who return consecutive shipments, which would require the member to contact customer service in
order to reactivate their account.
BMI’s system can support Return Merchandise Authorizations (RMA’s) if applicable.
1 Mechanic Street, Norwalk, CT 06850 (203-663-6000) www.bmigroup.com 5
6. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
CUSTOMER SERVICE
CSR’s are able to easily retrieve and toggle between all orders for a member and make decisions
based on the customer’s full order history. The system will allow CSR’s to retrieve orders and perform
various customer service functions as appropriate for each project, including (but not limited to):
Screens and functions custom-built for this project to provide the best possible information for the CSR’s to help
your customers.
View summary and detailed transaction history for all orders
Linked lookup so all activity for a member can be accessed from a single account.
Ability to process reships, adjustments, post comments, modify continuity program options, defer dunning efforts,
make upsell offers, cancel-save offers, etc. as defined by the client
Generate reports showing summary of calls handled by reason code
“Click to track” with link to carrier’s website.
Variable functions/access by user
Flexible systems: We are constantly modifying and improving the system based on feedback from the customer
service group in order to help them to better serve your customers.
Mail or email inquiries: The system can generate “canned” responses via email or hard copy for mailing, which
are specific to each project. Some include options for operator key-in data as appropriate.
Generate automatic emails to customers to confirm order receipt, shipment date (with tracking info if applicable),
and upon receipt of a return to meet each client’s specifications.
We can also set up the system to allow customers to retrieve their own order information via a link
from the client’s website, including the ability to maintain/make changes to continuity accounts within
parameters defined by each client.
REPORTING
BMI provides a wide variety of reporting, including:
Sales/Marketing Analysis reporting
Continuity Analysis reporting
Inventory reporting
Financial reporting
Miscellaneous custom reporting
Please see the separate attached spreadsheet BMI Report Samples.xls, which is representative of
the types of reports BMI currently provides. During the initial implementation process BMI works
closely with each client in order to determine which reports are applicable for the project and to define
any necessary modifications or new reports that may be needed.
Reports can be provided as Excel spreadsheets, comma-delimited data files, PDF, hard copy or
various other formats. Reports can be run remotely via the internet or automatically emailed to
variable recipients as specified by the client. The reporting delivery system is completely flexible, so
different reports can be sent at variable frequencies to variable recipients (i.e. inventory report to
sales staff daily but accounting weekly, sales reports to sales staff with daily info as well as weekly
and monthly summaries to additional recipients, etc).
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7. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
INTEGRATION WITH CLIENTS’ INTERNAL SYSTEMS
If necessary, BMI will provide data exports to be imported into our clients’ internal accounting,
financial or other management or inventory management systems.
BMI will work with your IT staff to facilitate this transfer of information. BMI can provide the necessary
data in whatever format is required for import and can set up the system to automatically transmit
data file updates as necessary via FTP or other means.
DATA CONVERSION
BMI has performed many data conversions in the past for both continuity and one-shot clients. We
begin by working closely with the client to determine exactly what the current systems requirements
are as well as any possible future requirements. We then create extensive documentation and
procedural checklists to be followed during the conversion including:
Cross references between the existing data structure and BMI’s data file structures
Create list of key systems requirements and reports. Verify that we will be converting and retaining all necessary
data elements for each
Document and implement detailed verification processes and procedures to confirm that the conversion data is
accurate
Pre-run of conversion prior to project launch with full verification process
Post run “freeze” on system in order to run reports, create backup and verify data before going live
Perform pre-run for initial continuity shipment selections, dunning selections, etc. and compare selections vs.
projections based on prior runs/timing/reports/etc.
BMI will retain all data provided by former processor in case anything is missed initially
Basically, we will take every reasonable step we can think of to ensure that the conversion runs
smoothly, customer data is accurate, reports are in balance, etc. We will encourage and expect the
client to be an active participant in the conversion process in order to help us better understand and
evaluate the data being converted and to help ensure that the conversion process is “invisible” to the
members.
CLIENT SUPPORT/CONSULTING/QUALITY CONTROL
Most client contact and account management is handled by the principles or top staff members at
BMI, all of whom are seasoned direct marketing professionals. We don’t limit our involvement to
issues related specifically to order processing, but are also often able to provide insight or advice
when clients are considering new opportunities or challenges.
During project launch, BMI will oversee the entire initial implementation process. Please see attached
spreadsheet Sample Implementation Checklist.xls for an example of the typical controls utilized by
BMI to ensure a seamless and successful launch. We generally use this checklist as the “agenda” for
weekly conference calls between all involved parties from the time the agreement is made until
project launch. Similar checklists will be utilized on an ongoing basis for new projects or major
systems modifications.
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8. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
Thereafter, BMI will manage and oversee the day to day operations. We have an ongoing quality
control program in order to ensure that the systems and data are all correct and in balance. We
continually create programs that automatically compare data between different data files, processing
runs, etc. and automatically notify us via email of any aberrations or discrepancies. We take the time
to manually cross-reference data from various reports against one-another in order to verify their
accuracy. We recognize that our clients use the data we provide them in order to make important
decisions and understand that it is therefore our responsibility to be sure that the information we
provide is accurate.
If we encounter a problem, whether on BMI’s end or not, we will not only immediately notify the client
of the situation but will always provide our recommended solutions along with a complete explanation
of why and how we plan to implement that solution. We will also create additional checks and
balances in the system in order to prevent re-occurrence, as well as trying to anticipate other similar
issues or problems that might occur.
We will also help to coordinate transfers of information or processes between the client, third-party
vendors and BMI in order to ensure a smooth transition and working relationships, and we constantly
strive to look for any opportunities that may benefit our clients as well as anything that could disrupt or
harm the fulfillment, sales or management processes.
Global-
INTERNATIONAL ORDER MANAGEMENT SYSTEM – BMI Global-OMS ®
BMI has also created BMI Global-OMS, an Order Management System which allows clients to
process orders in multiple countries, utilizing multiple languages, currencies and even multiple
character sets (i.e. Cyrillic) within a single fulfillment system. The system is actually able to “know”
which language each user speaks and all online screens (i.e. system menus, order entry, customer
service lookups, transaction processing, etc) are displayed in the appropriate language. BMI’s
International system can support a centralized distribution center/warehouse, or support multiple
warehouses throughout multiple countries. System rules may vary by country within a single system,
based on the unique requirements of each country (i.e. ship methods, customer service and credit
policies and payment processing may vary dramatically from country to country but can all be
supported within a single BMI system. Reporting may likewise be set up to report on a single-country
or multi-country level. And, of course, all of the other functions described in this document would be
available in the International system.
WHY CHOOSE BMI?
BMI will provide you with a level of systems flexibility that is unparalleled in the industry. Since each
client system is separate and unique, we are able to accommodate virtually any programming
requests without having to be concerned with affecting other clients. New projects can be launched
quickly, but carefully, with fastidious attention to detail. Systems or reporting changes can often be
implemented in hours or days rather than the weeks or months required by our competition. Our
ability to link all customer history and transactions via a single Customer Master Account provides
you with the best possible information about your customers. And, we will give your account the
attention that it needs in order to ensure a trustworthy and reliable order management solution.
1 Mechanic Street, Norwalk, CT 06850 (203-663-6000) www.bmigroup.com 8
9. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
TESTIMONIALS
Here’s what our clients have said about us:
“BMI has provided fulfillment for our book clubs for nearly twenty years. Several years ago we left BMI for a
competitor but soon returned to BMI because nobody else could provide the same level of service, systems
capabilities and convenience. Their online systems allow us to handle our own customer service, our
customers are happy, and, they saved us a bundle of money.”
-Publisher, book clubs
“BMI gives us an invaluable solution that supports all of our continuity programs and an array of other unique
offers. In addition to creating a fast, accurate and flexible system to fulfill our orders, they’ve worked extra hard
to provide superior customer service while keeping costs at a minimum. Most importantly, the staff has always
gone the extra mile to meet the ever-changing needs of our business.”
-VP Marketing, collectibles company
“I’m pleased to offer a letter of extension to our contract agreement. We are very pleased with the fulfillment
process established by BMI. Your staff is very friendly and accommodating. We appreciate the special touch
given our account.”
-Special Projects Manager, magazine publisher
“BMI’s participation was incredibly valuable during our project launch. You kept everyone on schedule and
made sure that all of the pieces fell into place. I don’t know how we would have managed without you. Thank
you again for helping us with such a successful launch.”
-Marketing Director, packaged goods company
“I have worked with BMI Fulfillment Services in establishing fulfillment processing for various companies. They
have a system designed for rapid deployment and which enables client specific configuration. The IT staff is
very knowledgeable and understands the client’s needs. BMI is a very professional organization that puts
emphasis on the client’s requirements and on-going success.”
-Vice President of Application Development, third-party fulfillment company partner
“BMI did a superlative job of creating and managing the order and shipping processing platform for my
eCommerce business. Their great service and attention to detail allowed me to focus attention on other areas
of the business where my time was better spent. I'd highly recommend BMI to potential new clients.”
-Owner/President, collectibles continuity business
“I have had the pleasure of working with BMI on three different order management projects over the last two
years. BMI was always able to make their technology work in very difficult circumstances while always
delivering on time.”
-Vice President of Business Development, third party call-center business partner
1 Mechanic Street, Norwalk, CT 06850 (203-663-6000) www.bmigroup.com 9
10. BMI Fulfillment Services
Providing Direct Marketers with Unmatched Flexibility since 1976
PARTIAL LIST OF BMI’S PAST & PRESENT CLIENTS
1 Mechanic Street, Norwalk, CT 06850 (203-663-6000) www.bmigroup.com 10