fusion3 St John Ambulance

fusion 3

A powerful web solution for St John Ambulance Australia

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ready for takeoff!

CONTENTS

Welcome to fusion3

fusion3 is an enterprise system encompassing three layers of technology to deliver an unrivalled customer experience and business efficiencies.

Page 4-5

Websit e A digital transformation

Page 6-7

Customer Relationship Manager CRM and Marketing

Page 8-9

Enterprise Resource Planner MYOB Advanced & Salesforce

Page 10-11

Web Front End

Get on board! Here’s how, step by step

Customer RelationshipManager

Enterprise Resource Planner

stjohnsa.com.au

The next generation St John enterprise system

Website

ADigital Transformation | 5

Web Front End

• Intrinsic Search Engine Optimisation (SEO) - St John at the top of Google searches • Designed for Mobile Responsiveness - looks and works great on any device • Customer-centric, dynamically generated personalised landing pages - intelligent search • Course selection guidance encompassing web 3.0 principles - course wizard • Provides a rich set of discounting/promotion/coupon/ special pricing options • Best of breed online product shopping experience including ‘Restock Your Kit’ option • On-site restocking bookings capability The outer most ring of fusion 3 is the ‘web front end’ layer otherwise known as a ‘website’. Most of us know what a website is… however looks can be deceiving. Whilst the website is what you see in your browser, most of the functions performed (like booking a course) are actually powered by an engine in the next layer of fusion3. The website simply displays the result of the hidden engine layer and enables the customer to submit information (like enrolment information) in a user-friendly and aesthetically pleasing method. The new St John website is built with the latest design and technology principles in mind. You will get all the features you have heard so much about (SEO, Responsiveness etc).

Feature highlight

• Best in class with a blended cart - you can add: Course bookings Products and Restocking Donations • Multiple payment options: credit cards, PayPal, Zip Pay • Flexible discounting mechanisms including promotions, coupons and contract pricing

FEATURES

Powered by Drupal

The website is built using Drupal, a very popular content management system that allows St John web developers to build great looking websites that can communicate with the next layer in the enterprise system. Drupal is open-source, which means St John is not locked to a particular web developer business. Best of all St John staff can update basic web page information and news articles without the need for third- party support.

Savings St John SA is investing $240k to provide this game-changing system - you can have it too.

Customer Relationship Manager

CRM&Marketing | 7

Overview

The middle ring of fusion 3 is the ‘customer relationship manager’ (CRM) layer, commonly referred to as ‘Salesforce’. This layer is the engine and real powerhouse of the St John enterprise system. Salesforce serves up information such as course dates and times for the outer ring website layer to display to the customer, while seamlessly triaging transactions with the finance system in the innermost ring.

Savings St John SA is delivering an extra $270k investment on top of the National product already valued at over $1.6M.

• Sales funnel management - automated conversion from leads to opportunities to sales • Comprehensive customer and account management • End to end student management – fully automated enrolment process, AVETMISS and USI validation, course reminders, attendance recording and re-enrolment tracking • Auto-generated training certificates (that can also be made available to employers via the B2B portal - see feature highlight) • Integrated and logged customer support mechanism FEATURES

Feature highlight

• Value-adding B2B portal with member management capability for organisations: • Business clients manage on- site and public bookings for their staff • Ability to manage the entire journey, from enrolment to credentialing and requesting access to certificates • Powerful promotional engine that allows for discounting • Online restocking booking capability • Online shop with ‘Restock Your Kit’ option

Powered by Salesforce

The CRM is built upon the Salesforce software platform. Salesforce is hosted in the cloud. The definition of ‘platform’ is important because it means St John can build upon the system so that it remains contemporary and relevant as the organisation expands product and service offerings.

MYOB Advanced & Integration

Business Efficiencies | 9

Finance and Inventory

The inner most ring of fusion 3 is the ‘enterprise management planner’.

Feature highlight

This is a back office layer that manages financial transactions, inventories, and is the source of truth for the organisation’s financial position. It is connected to, and communicates with, the other layers but financial operations are strictly partitioned to guarantee financial robustness. Data for each state is segregated for organisational privacy.

Fusion3 - One Touch Invoicing

Opportunity

Single touch invoicing: • The sales order/ booking is entered into Salesforce. Once the course is held, this triggers sending information to MYOB to raise an invoice • This fully integrated

• MYOB Advanced receives the sale transaction from Salesforce, produces and sends an invoice to the customer. • Customer becomes a debtor on the books until payment.

• Account customer books a course via the website or by phoning. • The booking is recorded in Salesforce.

• Salesforce holds the booking as an

‘opportunity’ until the day of the course.

• Then, and after an optional verification

tick by the trainer, it is converted to a ‘sale’ and sent to MYOB Advanced.

Course booking

Invoice

solution streamlines your invoicing process

• A fully integrated solution: • Automated invoicing • Automated stock control • Intrinsic financial reporting • Robust transaction control

FEATURES

Powered byMYOB Advanced (optional)

The Enterprise Resource Planning (ERP) of choice for the St John enterprise system is MYOB Advanced, a powerful accounting system. The use of MYOB Advanced is optional, which means you can use your existing system. However, you would need to customise the application programming interface to Salesforce. Integration is key: The high level of automation reduces risk of human error or fraudulent actions.

Get on board!

Here’s how, step by step | 11

Jump-start the process Creating a website, Customer Relationship Management System and Enterprise Resource Planning solution (tying together back end finance, inventory and work flow) is a huge task! This is a unique opportunity to skip much of the process by adopting the work and investment that has already been done on a new and improved Business Operations software solution and St John SA website.

Circa $500k investment made by St John SA, on top of the St John National product already in production. 18 months to scope, design and build.

Get on board...

YOUR SAVINGS

St John National can support you throughout onboarding, following a structured process:

Bespoke, modular, extensible - make it yours! Build on it, instead of starting from scratch.

1. Financial Viability Assessment

2. Business Analysis/Requirements Gathering

Tailor it to your state’s specific organisational requirements.

3. Data Migration

If there is a gap identified in the business analysis phase, additional features can be built. New features may be shared by more than one participating state. A consultative governance process exists to allow states to share development costs.

4. Staff Training

5. User Acceptance Testing

6. Production Cut Over - go live

Ongoing cost implications:

And... take off!

The system is SaaS (Software as a Service) based and will incur ongoing investment in licenses, such as MYOB Advanced and Salesforce.

Don’t get left behind