Northstar On-Site Demonstration

Ocean Pines Association

Agenda

 On-site Demonstration for Northstar

Friday – December 14, 2018

8:00 AM, Community Center – Marlin Room

8:00 – 8:45          COMPANY OVERVIEW

  • References / HOA experience
  • Financial Standing
  • Support
  • Product Road Map / Planned Improvements

8:45 – 10:20        FINANCIAL & MEMBERSHIP

  • ACCOUNTING
    • Custom Reporting Options
      • Format
      • Fields
      • Report Writer/Excel
    • Demonstrate ability to track Owner/Member/Property Information
    • Member Account Architecture
    • A/R
      • Drill down to POS Transactions
      • Member Statements – Formatting/Grouping
      • Credit Card Interface
      • Member Payment Options
    • A/P
      • Purchase Orders/Requisitions
      • Vendor Management
      • Check Printing (MICR)
      • Invoice Distribution
    • G/L
      • G/L Architecture
      • Journal Entry Postings
      • Drill down to POS Transactions
      • Budgets/Forecasts
      • Integration – AP/AR/POS
      • Reporting
      • Financial Statements
    • Asset Management
  • MEMBERSHIP
    • Basic Information
      • Fields
      • Interests
    • Preferences

10:20 – 10:30     Break

10:30 – 11:15     NETWORK ENVIRONMENT

  • Environment
    • Remote Access
    • Workstation Client
  • Installation / Implementation
    • Describe approach for converting current data
      • What to convert
      • What to leave for historical reference?
    • Approach to Training

11:15 – 12:00     POS – F&B / GOLF

  • F&B/KDS
    • Menu Item Setup
    • Revenue Center Configuration – mapped to GL account
    • Quick service / Bar operations
    • Split Checks
    • Tip Management
    • Report configuration options – sample daily sales
    • Sales Item Reporting
    • Member purchase/preferences
    • Perpetual Inventory
    • Inventory Tracking – Liquor/beer/wine
    • Packages
    • Gift Certificates
  • Banquet/Event Management
    • Menus
    • Dining Reservations
    • Tax Exempt sales
  • POS Retail
    • Membership Structure/Player Type/Member type
    • Credit Book
    • Ability to create tax exempt sales from POS sales screen
    • Packages
      • Setup
      • GL mapping
      • Redemption
    • Demonstrate Sales Reporting capabilities
    • Collect member information about each transaction while still allowing credit card, cash or check tenders for F&B and Golf/Retail purchases
  • GOLF SHOP
    • Register Set-Up
    • Transaction Run Through
    • Inventory
    • Discounts
    • Daily Sales Reporting
  • Tee Times
    • Quick Overview on interface capabilities
    • Check In, Lottery, Last Play

12:00 – 12:45     COMMUNICATIONS

  • MEMBER COMMUNICATION
    • EMAIL newsletters
    • EMAIL Campaigns
    • Subscription by Category
    • Internal Calendar
  • MEMBERS ONLY WEBSITE
    • Design Choices
    • Integration with A/R
    • RSVP
    • Content Management
    • Calendar
  • PUBLIC WEBSITE
    • Design Options
    • Content Management
    • Calendars
    • Document Archives – available to public
  • MOBILE APP

12:45 – 1:00        LUNCH

1:00 – 1:45          AMENITIES (Aquatics, Parks & Rec, Marina, Racquet Sports, Other)

  • Activities
    • Lessons/Classes – Setup & Booking
    • Calendar
    • Owner/Member Communication
  • Marina
    • Slips
    • Transients
    • POS

1:45 – 2:30          HOA FUNCTIONS (Property Information; CPI; PW)

  • HOA FUNCTIONS
    • Resident/Renter Tracking
    • Property Information Tracking
    • Permits
    • Violations
    • Structure
    • Reporting
    • Asset Maintenance
    • Work Orders
    • Project Management
    • Fuel Management

2:30 – 3:00          WRAP UP & ACTION ITEMS

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