Ticketing & Events Appendix

Ticketing & Events Appendix

Ticket Sales Function

in-house

X X Yes; user

defined

Possible. Initially, we would take venue specs and build into system ourselves.

X Yes, Paciolan gives you full control of setting up you events internally. Ability to adjust seating charts Yes on any

unsold ticket X Yes; user defined Possible – customization to our venue system necessary

X Yes, Paciolan has a robust system for building and maintaining seating manifests. Ability to build in multiple

ticket prices/ticket

zones/scale the house in different configurations for different events

X X Yes; user

defined

Yes X Yes,

Ability to release new ticket prices/ticket zones

dynamically

X X Yes; user

defined

Yes X Yes

Ability to offer low service fees; ability to vary service fees for different events or clients; ability to offer

affordable service (no fee) for free and low price events

X X Yes; user

defined

Possible in the

system. No fee events would have to be approved.

Negotiable With Paciolan’s pricing model, you control your own service fees

Ability to offer series and subscription ticketing; create your own series ticket options

X Yes; user

defined

Possible, customization necessary

X Paciolan offers all of these options, with 100+ Colleges and 40

performing arts centers, these are basic

requirements

promotions, coupons, discounts, giveaways, price change thresholds, comps

defined these via the back office

or online, Ability to go live on-line with

events w/ automated release dates/times.

X X Yes; user

defined

Yes X Yes, this process can be

configured to go onsale or offsale at the times you specify

Ability to enter hard stock into inventory

No. X Unknown,

possible

Yes X

Ability to sell through walk-up, on-line, via phone

X X Yes; user

defined; requires web development

Yes X Yes, Paciolan provides

this.

Ability to offer on-site ticket sales

X X Yes Yes X Yes, Paciolan provides

this through our eVenue solution.

Ability to process credit cards, cash, check, Access, debit cards X X (NO ACCESS) Yes; user defined; uses partnering software company

All card types

possible. Online check processing is

available. Physical check process would most likely have to be done w/UCSB staff

X Yes, Paciolan offers all of these options.

Ability to process credit payments through work station

X X Yes Yes X Yes, you can process

directly into your own merchant accounts Ability to process

refunds/event cancellations (credit back cards)

X X Yes Yes X Yes, Paciolan allows you

to process by individual accounts or in bulk. Ability to access current

student registration status and alumni association X Custom Data fields Yes, local programming required

Yes, with need to customize system to your data type and

The Paciolan Software gives you the ability to easily import third part

membership rolls unlimited methods. data such as this. Offers a portable system to

sell and print tickets on-site at events

X X Yes Yes X Paciolan has a

web-based solution (WBST) that allows our clients to sell tickets through any PC with an internet connection

Ability to import ticket and seating information from other systems

X Yes Possible, but

customization will be required for each system import

X Yes, if the Paciolan system is chosen, we can import your ticket and seating data from your current system. Ability to renew certain seats

on-line (i.e., season ticket seat renewal)

X X Yes, user

defined

Yes X Yes, we offer full online

season ticket renewals Ability to access and

purchase priority seating when a donation is received in a single transaction X Also the ability to calculate that donation.

Yes Yes X Yes, using out integrated

tFund product, you would have the abilty to easily do this.

Ability to sell from stand alone kiosk

No Yes Yes Vendini can

do this in a computer terminal in a kiosk. But if it is a terminal like other movie theaters have, Vendini currently cannot do it Through a partnership with WWL/Just Arrive, you would have the ability to use automated Kiosks that are

integrated with our system

Ticket Printing Function

In house ticket printing X X Yes Yes X Yes

Offers security features (bar codes)

X X Yes Yes X Yes, Paciolan offers full

bar-coding and access control

Ability to print series tickets and special passes

X X Yes Yes X Yes

Ability to choose your own seat on-line; Best seat available option

X X Yes, requires

local web development

Yes X Paciolan currently offers

you the ability for view from your section, best available and the ability to select best available seat by sections. Pick your seat online will be available Q2 of 2012. Ability for special ticketing for

donors; priority seating categories

X Yes, user

defined

Yes X Yes, Paciolan offers a full

range of priority seating options, which can be fully customized to fit your needs.

Ability for customers to print at home w/ barcode security feature

X X Yes, uses

partnering software company

Yes X Yes, and it can be fully

branded with UCSB Logos, colors and sponsors

Ability to print parking permits X Unknown, need to research

Yes X Would need more info on

exactly how this would be done. A permit could be printed with a barcode then scanned upon entry. Ability to print on back of

tickets

No Unknown,

need to

For hard tickets yes, but it is more standard

X Paciolan does not offer this.

research to use a ticket stock that is preprinted with necessary information on the back. On line tickets will obviously print from a standard printer.

Ability to handle multiple ticket stock options

No X Unknown,

need to research

Primary ticket printing hardware uses specific kind of ticket stock. Other types of stock would require a custom order or printer

X Yes, Paciolan offers you 30+ different formats

Ability to sell/print from stand alone kiosks

No Yes Yes See above

answer about kiosk

Yes, see kiosk question above

Management Function

Ability to scan tickets at entry X X Yes, uses partnering software company Yes X Yes Offers on-line management/real time

X X Yes Yes X Yes, customers can

access and view

scanning via our Access Management Software. Ability to review daily/total

sales, ticket totals, budgets, including eternal venue sales through reports, graphs, screens

X X Yes Yes X Paciolan has many many

canned reports which provide this data. We also offer our web-based eQuery reporting tool, which allows user to build reports online and

schedule them to be send at whatever time you need. They can be sent as text, excel or PDF.

Requires a low fee to users X X Yes, as an option

Define “low”. Fee would depend on type of ticket delivery and venue situation. As low as $1 + credit card processing.

More advanced ticketing options and venue requirements (like reserved seating) would raise fees to $2 - $4 depending on our arrangement

Negotiable You would set your own fees.

Ability to create lists, extract data (marketing), create custom event audits, data reports, settlements

X X Yes Yes X Paciolan has many many

canned reports which provide this data. We also offer our web-based eQuery reporting tool, which allows user to build reports online and schedule them to be send at whatever time you need. They can be sent as text, excel or PDF.

Offers a variety of settlement and reconciliation reports for events

Financial reconciliations by GL, event type, payment type, date, batch, user, etc.,

including import/export of data.

X Yes Yes X Yes, Paciolan provides

all of this.

Offers constituent management (students, alumni, community member— managing marketing

data/account, ability to merge duplicate accounts, review sales by event and

constituent)

X Yes Yes X Paciolan is rolling out a

full fledge CRM solution that will provide a robust Consumer Relationship Management System for our clients.

Ability to import ticket /seating information from other

systems to track individual attendance or frequent customer preferences.

X Yes Customization to each

system required. Case by case investigation and pricing necessary.

X Yes

Customer service friendly—as easy as possible to purchase tickets for any campus event

X X Yes, requires

training

Yes X The Paciolan Software is

point and click, making it very simple to sell tickets Easy to use, easy to train

students; ability to maintain databases with little

administrator consultation X X Requires training, security decisions, managing upgrades

Yes X (very easy

to use. It requires very little database management and staff) See above

Automated customer service function allowing internal issues to be routed to appropriate staff and

communicate with customer

X Yes, user defined Yes Needs clarification (but it appears it might not be a ticketing

This can be easily accomplished through our new CRM solutions, which would allow you to create and assign

system issue. It sounds more like an operational database issue.) Customer service issues

added by customer and routed to appropriate staff

X Yes Yes Needs

clarification See above

Marketing Functions

Yes X Through our eQuery tool,

your data can be extracted and reports created easily and efficiently.

Ability to manage constituent lists by interests

X Yes, user

defined

Yes X This can be easily

accomplished using the new Paciolan CRM tool Ability to create e-mail blasts

and track outcome (click through, open, etc.)

X Yes; available

with partnering software company

Need clarification – through campus email system, or our own? Both possible, but each scenario would have different costs/benefits

X Yes, using our PacMail tool, customers can create their own emails, track click throughs and conversion.

Ability to offer solicitations and manage contact lob both manually and automated responses triggered by

X Yes; available

with partnering software company

Yes X Need more information to

customer actions

Ability to create e-mail blasts, design/newsletters—

integrated e-mail platform

X Yes; available with partnering software company Customization of system necessary

X Yes, using our PacMail tool, customers can create their own emails, track click throughs and conversion.

Ability to track campaign and appeal by constituent –set up marketing campaigns by constituents-track marketing campaigns by individual X Yes, user defined Customization of system necessary

X Yes this can be done combining our Pacmail and CRM tools

Ability to create advertising design for digital delivery

X Yes; available with partnering software company Customization of system necessary

X Yes, Paciolan gives you easily customizable templates to do this. We also have a full graphic arts team to help you if needed.

Ability to store ticketing data tied to appeal/accounts data warehouse

X X Yes Customization of

system necessary

X Paciolan allows you to store all data.

Ability to import marketing info from other sources (i.e. US Postal Service address prompts)

X Yes Customization of

system necessary

Needs clarification

Yes, Paciolan allows you to easily import 3rd part data.

Donor Functions

memberships –tracking renewal, lapses, sending reminders

X Yes, user

defined

Customization of system necessary

X Yes, using our fully integrated tFund module

functions/donor servicing-including pictures of every donor for training/recognition purposes, special donor notes

defined system necessary everything here with the exception of putting pictures of donors. Ability to manage donations

by type (in kind, etc.), fund, soft credit, etc. link donors with foundations versus individuals—development type of organization/management X Yes, user defined Customization of system necessary

X Yes, Paciolan offers this

Ability to create large variety of reports and lists

X Yes; expanded options available with partnering software company Customization of system necessary

X Yes, this can be done using our User Requests tool or eQuery

Ability to manage donor campaigns through reports--memberships, appeals, total donations, individual contributions X Yes, user defined Customization of system necessary

X Yes, Paciolan provides all of the above.

Ability to track pledges--make donation through the system and accept and track

payments made toward pledges (i.e., quarterly)

X Yes, user

defined

Customization of system necessary

Customizable Yes

Ability to associate customers with others for ticket buying, professional groups,

employment, family, etc.

X Yes, user

defined

Yes X Yes, this can be

managed through our CRM

Ability to hyperlink to donor/foundation websites

Ability to attach data to customer record including documents, photos, letters, etc

X Yes Yes Customizable Yes, Paciolan’s CRM tool

is fully integrated with Microsoft products, allowing you to store emails, docs, pdfs, etc. Ability to include unique

information to customer record such as donation record, assets, philanthropic record.

X Yes Yes X Assuming this is 3rd party

data? Would need to see the data before determining where it would be stored Ability to prioritize donors for

ticket purchasing and seat availability.

X Yes, user

defined

Yes Customizable Yes, this can be

customized however you want it.

Ability to view donor patterns in snapshot views (patterns, fund sources, programs)

X Yes Customization of

system necessary

X Need a better

understanding of what you mean by donor patterns. You can certainly create customized reports to compare and contrast data.

Ability to track donor seats to locate donors/potential donors at events. X Yes Customization of system necessary Needs clarification Yes

Ability to track elevated functions/events with seating charts, guests, relationships, table numbers, etc

X Yes, user

defined

Yes Needs

clarification

Yes, Paciolan can do this

Other needs

Universal hardware and software

X-UCSB would

PC platform only at this

Need clarification X Paciolan is fully PCI compliant and certified

purchase it time; changing in the future

annually, We are also SAS-70 certified. Company has been in business for 30 years, has 100+ College Clients, 40+ Performing Arts, 50 Arenas and many other through our distributor partners. Ability to sell back of tickets

as revenue generator

X Unknown,

possible

Yes X Yes, you own this.

Common back of ticket

disclaimer— X Pre-printed – yes; variable – need to

research

Yes X You provide this

Acceptable location X Yes Yes X ??

Staffing levels--how will it be determined

X-Group Restriction

s

TBA Yes Vendini

requires very little database management or IT staff. The server is off-site. The system is easy to use so it does not require a large staff to be hired to run it. ??

Downtown ticket outlet X--UCSB can create

with any

Yes, possible after security issues

Yes X Paciolan does not

provide outlets, but using our Web Based solution,

internet connection

resolved by information systems

would allow you to easily establish your own, or through a kiosk.

Ability to sell readers X Yes, possible Possible ??

Ability to receive student organization deposits

X Possible Yes Yes, you can take

deposits into an account. Capability to distribute bus

stickers, process Student Emergency Loans, EOP Emergency Loans

X Yes, possible,

needs research