MyloTEAM - Product Overview

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Information about MyloTEAM - Product Overview
Software

Published on April 3, 2014

Author: Mylo2014

Source: slideshare.net

Description

Mylo Solutions helps Global 2000 organizations and Non Profits Market, Manage and Monetize their Training Programs, Events and Conferences - all from a single, affordable, easy-to-use, self-service platform.

Mylo’s flagship Cloud-based product, MyloTEAM™ - Training and Events Administration and Management - is the most sophisticated and leading edge end-to-end solution that facilitates a quantum leap forward for those involved in managing training programs, events, or conferences. The sheer simplicity, ease of use and sophistication of MyloTEAM improves team productivity dramatically, reduces administrative costs, simplifies program management and provides unmatched financial reporting and analytics tools to help track the ROI and maximize the profitability of every training program or conference.

MyloTEAM is a highly configurable SaaS platform that is optimized for Training Program Management, Certification and Reporting - making it ideal for all types of corporations and organizations engaged in internal or external training, using onsite, online, or a mixture, for training delivery. In addition, MyloTEAM's wide variety of 3rd Party Connectors enables organizations to standardize and integrate student/attendee and financial data with the organization's CRM, Financial, ERP, Webinar-type online systems and LMS systems. These capabilities make MyloTEAM a true Enterprise-class solution.

© 2014 MYLO SOLUTIONS, INC. All rights reserved. MyloTEAMTM Product Overview BEST-IN-CLASS TRAINING & MARKETING EVENTS ADMINISTRATION AND MANAGEMENT

Training & Events Administration and Management  PUBLISH  MARKET & PROMOTE  DELIVER  MANAGE  MONETIZE  INTEGRATE TRAINING & EVENTS ADMINISTRATION AND MANAGEMENT Technology at Work for You MyloTEAM PROVIDES A TOTAL END TO END SOLUTION Mylo Solutions is redefining the Training and Events Administration and Management landscape with the MyloTEAM platform. Mylo is bringing the power of cloud-computing and “SaaS” ease of use to those organizations wanting to better manage and/or monetize their training and education programs. With Mylo’s content management and advanced marketing tools, and online registrations and payment management solutions, Mylo brings one of the most feature-rich products to you via a ‘software-as-service’ deployment model to reduce your deployment costs - and time - and your on-going costs. With Mylo you pay for only what you use. Put Mylo on your TEAM now! MyloTEAM for Training & Education Programs Mylo's Cloud-based end to end Training and Education Administration & Management Platform is an ideal solution for those operating education and training-focused organiza- tions. MyloTEAM was built from the ground up especially for those managing many train- ing and education classes throughout the year. MyloTEAM streamlines the setup and management of your entire course catalogue, and then facilitates the setup and manage- ment of all the specific classes, student communications and class evaluations. MyloTEAM offers a variety of tools to automate the management of your on-going clas- ses, registrations and payments, so you can concentrate more on offering great classes! Even better, with MyloTEAM you have enough options and configurations to use it the way you want to do business. Not only can MyloTEAM easily support smaller organization but it is ideal for those organizations managing a large number of courses and classes, as well as those with global needs. With Mylo’s ReadyTalk and LMS (e.g. Moodle) integrations Mylo customers can also offer and manage hybrid training programs by ena- bling face-to-face, online, and virtual training classes and programs side-by-side in an inte- grated solution. You can also use your Mylo account to manage your Marketing Events as well. Event management tools are included and fully integrated with MyloTEAM so you can use as much or as little as you need – from free events, to simple events, like webinars, all the way to complex, multi-day, multitrack Conferences. MyloTEAM is a “Best in Class” product for end-to-end event management. With Mylo, you don’t PAY extra – you GET extra! MyloTEAM for Your Conferences and Events MyloRSVP for Salesforce.com The MyloRSVP application automatically connects and synchronizes all the data and ac- tivity – in real time - between your MyloTEAM account and your Salesforce organization, which reduces inefficiencies by enabling registrant data synchronization for accurate and timely delivery of information. If you are a large organization, e.g. those organizations with different business units using Mylo or various country-based teams, you can even connect multiple Mylo accounts to a single Salesforce organization. MyloRSVP requires a MyloTEAM account to operate. MyloRSVP is a Force.com application and member of the ISVForce.com Partner Program.

TOOLS INCLUDED WITH MyloTEAM  Configurable Registration pages and Catalog  Email Marketing Module and Email List Management  Promotions Module for vouchers, discounts, and gift cards  Waitlist Manager  Class and Instructor Scheduling  Print Manager for Certificates, Badges and Tickets  Class Evaluations Post-Event Surveys  Online Standard and Custom reports  Certification & Credit Tracking  Payment Management – uses Your Merchant Account  Offline Payment Invoicing MyloTEAM Payment Management The MyloTEAM Payment Management Module is included at no extra charge with the MyloTEAM platform for your training and event management needs. With Mylo’s Payment Management Module you can connect to your own Merchant Account Processor via Mylo’s support for PayPal, Authorize.net, and Cybersource payment gateways. With Mylo you have real-time authorization and processing of online credit card payments and/or PayPal (you need your own PayPal account). Additionally, with MyloTEAM you can manage your offline payment options too (i.e. pay by check, use a P.O. or use a Wire Transfer), allowing organizers to use multiple selectable payment options. Scalability Most organizations find that as their experience increases so do their needs and expecta- tions increase. With MyloTEAM, customers can start slow or small, and scale up as their needs and expectations grow. This scalability is built-in – you only pay for what you use – so you can stay on the same platform as you grow! Since you only pay for what you use, you can continue to use the same platform. There’s no need to expend time and money to convert and switch platforms. Flexible Pricing Mylo’s pricing model is usage based. That means you pay only for what you use. Since MyloTEAM is a cloud-based “software-as-a-service” product you can deploy in days with no big upfront investment. With Mylo there are no binding contracts and no hidden fees. For large organizations with higher volumes, Mylo offers prepayment discounts, flexible payment plans, and other special discounts. Rapid Deployment Mylo users can deploy in hours - not days, weeks or months! With it’s easy to use wizards, dashboards, and templates – users need no technology or software background. The best part is that these templates can be reused for recurring classes and events, removing the set-up redundancy. With the MyloTEAM product Mylo customers can be up and running as fast as they need to be. Mylo handles all the maintenance and we keep adding features as you need them. Put Mylo on your TEAM now! Global Solution Mylo is used by clients across the world – US, Canada, Europe, Asia, India, Australia, New Zealand, and more. The platform runs on the Cloud – Amazon Web Services – and is accessible from anywhere in the world, regardless of where you are located and what currency you want to use. Attendee Relationship Management For Salesforce.com customers, the MyloRSVP application provides a tightly integrated, comprehensive, and scalable “Attendee Relationship Management" solution has been years in the making. MyloRSVP represents a third generation Salesforce product, the result of meticulously ‘connecting the dots’ to provide a “Best in Class” integrated solution. Training & Events Administration and Management 3rd PARTY INTEGRATION  Smartphone- based Lead Retrieval System for  Conference Exhibitors via CodeReadr*  Smartphone based Attendee Check-In via CodeReadr*  Salesforce Integration with MyloRSVP  Moodle Connector (Moodle Hosting is extra)  ReadyTalk Connector (A ReadyTalk Account is required)  Integrated with SocialWorld Private Social Network*  Custom-Branded Mobile App (from Grupio)*  APIs available for additional integrations  Call us for custom integrations * Additional fees apply Mylo does not charge an annual license fees; upgrade charges, support costs, or hosting fees and needs no ongoing technical support requirements. Access to enhancements and new features is included and automatic. It’s time to wow your customers, partners and employees with Mylo!

Multiple Online and Offline Payment Management Options With Mylo, event organizers need not worry about the complexities of online payment processing since Mylo manages the real-time authorization and processing of payments, and ensures the security of online transactions. Mylo is a technology company so we do not handle your money. MyloTEAM connects to YOUR Merchant Account Processor via a number of popular payment gateways* so all the fees you collect go straight to you. More importantly, a clear requirement for anyone processing credit card payments is that they are “PCI Compliant”, which means that they are certified as being compliant with The Payment Card Industry Data Security Standards. Mylo and the MyloTEAM platform is certi- fied PCI DSS Compliant (meaning that we are compliant with Credit Card Industry Data Security Requirements and Standards), so that Mylo customers need not worry and regis- trants can pay securely and instantly with their credit card. This means that with Mylo you don’t have to worry about PCI compliance. *MyloTEAM supports PayPal Payments Pro (when you want to use PayPal as your Mer- chant Account Processor; PayPal Payments Pro is available from PayPal in the US and Can- ada only), Authorize.net (for US-based customers); for our international customers Mylo supports PayPal Payflow Pro (used with Merchant Account Processors in the US, Canada, Australia, the UK, or Europe), or Cybersource (a global gateway). MyloTEAM also supports PayPal Express, which is available in most countries. Customized Look and Feel Making your registration pages your own is important and easy with Mylo’s customized design templates. From establishing a look and feel to match your existing materials, to customizing exactly what you want to say to people, customers can use Mylo’s flexible solution and Client Services offerings so that Mylo appears as an extension of your own brand. With Mylo You Customize Your Registration Pages in Many Ways:  Add your logo/colors/brand standards  Print name badges, certificates, tickets, and more  Choose what data to collect on the registration form  Add links to your social media pages, Salesforce and Moodle  Configure one-page sign-up or a multi-part form  Add your own messaging, including merchandise offers and additional events  Include class-specific instructions in confirmation emails  Choose which offline payment options are supported for each event  Choose from a variety of publishing options  Integrate your classes with your organization’s website Training & Events Administration and Management

Support & Training Mylo is on your TEAM! Mylo is dedicated to providing customers with the highest level of support in the industry. We will do everything in our power to make you successful with MyloTEAM. This commitment stems from our basic philosophy that your success is our success. So you can expect fast, dependable service from us to help you navigate the pro- cess of setting up, organizing, managing, promoting, and collecting registrations for what- ever type of event or class you want to conduct. Mylo Standard Support Services included with MyloTEAM  Introductory Product Training  Unlimited access to Product Support via phone, live chat, and email  Access to Product Support services 6am to 6pm (Pacific), Monday-Friday  Access to all online training material  Free review of your registration pages Mylo Premier Success Service If you want or need more extensive assistance, Mylo offers the Mylo PriorityONE service. This service is based on the number of named Administrative users you have and gives you everything we have!! MyloTEAM Subscription Options With Mylo we make it easy for you to add us to your TEAM! The Mylo fee structure is very simple: Mylo charges only* for how much you think you will be using it. Fees are based on the number of classes you’ll hold and on how many registrations you’ll have for some time period. Just like with your mobile phone, the more you sign up for the better the discount. Then the question is only how often do you want to pay?  Invoice - Mylo fees only accrue as you publish new classes and take registrations. You are invoiced monthly*  Prepaid - Prepay your estimated Mylo Fees up front and get volume discounts.  Enterprise – For those needing a fixed annual cost. This plan requires an annual use contract. * Mylo requires an annual account activation fee of $500. An initial registration fee prepayment of $1000 is also required, which will be used for your future registration fees. After that you will be invoiced for accrued fees, or you may buy “packs” for volume dis- counts, or you can establish a longer term contract with us and we’ll apply the accrued fees to that contract. Training & Events Administration and Management Services Available with the Mylo Premier Success Service*  Dedicated Premier Success Support Hot- line  Around the clock product support, Sunday evening through Friday 6pm (Pacific)  Implementation services consulting for “Best Practices”  White Labeling (optional*)  Custom Branding and Site-match customi- zation  Overall Design and Strategy Consulting Services  Customized Programming Services (e.g. Custom Business Rules for workflow, and bundled pricing)*  Use of Private and/or Dedicated Email Server* *These services are either limited or available for additional fees

Why Use Mylo?  No contract lock-in  No hardware required or software to install, no hosting fees and no annual maintenance contracts.  All enhancements and upgrades are automatically available.  Your Mylo Account and its database is accessible anytime, from anywhere you have an internet connection. Your data is always there and will never be deleted. All historical data, including database of members, attendees and prospects is available until you deactivate the account.  Mylo’s set-and-forget configurations reduce manual work around setup, invites, reminders, event set ups, reporting and more.  Mylo’s Payment Management module eliminates the need for manually tracking payments and manual compilation of sales and payments for reporting, such as sales, receivables, payments, credits, cancellations, refunds, etc.  Mylo’s process-flow based registration setup, activity dashboards allows for a rapid deployment in hours or days and at-a-glance management of sales and activity status  The Mylo solution (optionally) includes its own student/customer database. An unlimited number of past students/customers and their history can be uploaded into the database, with automatic updates from new registrations.  Mylo utilizes an easy-to-use template-based solution for easy class set up and on- going maintenance.  Mylo includes a powerful Email Marketing engine for event invitations, bulletins, newsletters, announcements, etc. that removes need to use third party email marketing systems and their associated costs.  There are no hidden fees. Pricing is inclusive of all modules like unlimited number of forms (i.e. registration landing pages, Mylo email marketing with email list management, Custom Reporting, Promotions module, Communications Manager, Post-Event Surveys, Waitlist Manager, etc.)  Completely integrated Smartphone-based Lead Retrieval System for Exhibitors and Smartphone based Attendee Check-In are also available. Training & Events Administration and Management Mylo Solutions  EXTERNAL TRAINING Use MyloTEAM to reach out to your external community – your clients, users, partners, members, or your community at large. Use MyloTEAM built-in email marketing tools to keep your community informed about all your offerings, and reminders for continuing their engagement with your organization. With MyloTEAM you can collect online payments for your training programs, or use MyloTEAM to offer free programs.  INTERNAL TRAINING With MyloTEAM you can create a Training Portal for your internal constituents where they can browse, find and sign-up for your offerings. Report on training history, and track and report on all your programs from a single tool.  ONLINE PROGRAMS With MyloTEAM you can use your favorite web conferencing and virtual classroom technology and Mylo will connect to it for scheduling, registrations, and access. Mylo will provide a unified process, reporting, and view of your entire program, regardless of delivery modality.  STUDENT COMMUNITY With the optional Mylo Private Community Network, you can extend your programs and flip your classroom to the online world. As your students register for your programs they can be automatically added to your online, private Training Community where they can interact with their instructors and other students. Add private Class groups for access to online resources such as class material, videos, and participating in interactive, online discussions.  MARKETING EVENTS AND CONFERENCES Others in your organization often organize events of various types where MyloTEAM can be used to collect registrations, and process payments. Training and education sessions can be set up in MyloTEAM for other events. Sales and Marketing organizations often use MyloTEAM for their special events, annual conference, or online webinars. With our Salesforce.com Connector you can have a complete 360 degree view of your contacts’ activity.

Mylo Clients Mylo Partners Training & Events Administration and Management Mylo Industries  Hi Tech  Healthcare  Manufacturing  Continuing Education and Vocational Schools  Business and Financial Services  Non Profits/Professional Associations

Training & Events Administration and Management MyloTEAM – Included Features and Capabilities Your MyloTEAM services agreement includes the use of the MyloTEAM application and all the services it provides. Registration Form Configuration Module Create and Manage any number of registration forms (usage fees apply) √ Create any number of Class or Event (Recurring) Templates (usage fees apply) √ Configurable Registration Process (1 page or multi-page, with or without options; √ Ticketing, Named Tickets, Per Person Registration, Guest-Allowed Registration Process) √ Configurable Student/Participant Information √ Configurable Questionnaires, per Registrant/Attendee Type √ Configurable Payment Options (free, online, and/or offline) √ Waitlist Management Module √ Create your own custom Confirmation emails √ Advanced Registration Options Unlimited Number of Catalogs per Account √ Configurable Registration Cart – Allow Multiple Registrants per transaction; Multiple Registrations per Registrant √ Configure Optional sessions/tracks/activities √ Waitlist Management √ Walk-in registration (kiosk mode) – upon special request √ Special Catalogs with Registration rules (i.e. you must select at least 1 sessions to proceed) √ Attendee Types for versioned registration prices and questionnaires √ Attendee Check-In Service (manual or via bar-code scanning service) √ Custom Registration Logic and Rules (via SOW) $

Training & Events Administration and Management E-commerce Free event support √ Online fee collection √ Promo Codes, Discounts, Gift Cards, early bird rates, deposits, partial payments and √ offline payment type √ International currencies (separate Account needed for each currency) √ Connect to your own e-commerce gateway account (PayPal Payflow Pro, PayPal √ Payments Pro, PayPal Express Checkout, Authorize.net, Cybersource, EBS, more) √ Website Configure Color Theme per Catalog √ Custom Catalog Header and Footer √ Custom Event Header and Footer √ Show/Hide Display Options for Organizational Contact, Inventory, Add to Calendar, Processing Fee, Location, Date and Time, and Invite a Friend/Social Media Share Bar √ Automatic Link to Google Calendar √ Add to calendar link √ Social media share bar √ Courses and Classes Calendar √ Extended Classrooms via Private Community Network from SocialWorld $ Logistics and Management Attendance, Pass/Fail, Grade, Certifications and CEUs √ Instructor Management √ Location (Classroom) Management √ Class Attachments (pre-requisites, detailed agenda, etc.) √ Post-Class Evaluation Surveys √

Training & Events Administration and Management Invitations and Email Marketing Included email marketing tool for bulletins, announcements, promotions, etc. √ Communications Manager for Scheduled Reminders, Custom Confirmations, Regrets, Thank You, etc.) √ Mail-merge dynamic content and Print Manager templates √ Group emails for past registrants (program updates, reminders, etc.) √ Print Manager for Printed Output Templates (e.g. Certificates, Name Badges, Admission Tickets) √ Creation of unlimited number of Email Templates √ Import any number of email lists with configurable columns for mail merge √ Create any number of email List Groups for segmented messaging for a Conference or large event √ 600,000 emails included annually. Additional Email Packs are available for extra fees. √ Reporting and Analytics Data Report, Sales Report, Customer report, Receivables Report, Reconciliation Report, Questionnaire Sum- mary and Details Report √ Unlimited custom reports √ Direct Web Query Access via MS Excel √ Dashboard view √

Training & Events Administration and Management Administrative Contracted Number of Registrations per annum and Registration Fee $ Contracted Number of Classes and/or Events per annum and their associated activation $ Online training and online user guides √ Unlimited customer support - Standard (6am to 6pm M-F) √ Extended Support - available with Mylo’s Premier Support Package $ Number of users (additional Users may be licensed separately) 10* √ Customer-Hosted Dedicated Email Server $ Mylo-Hosted Dedicated Email Server Priced $ MyloRSVP Salesforce Connector √ Mylo ReadyTalk Connector √ Mylo Moodle LMS Connector √ Mylo Merchant Account Connector √ Mylo API access √

Mylo Solutions helps Global 2000 organizations and Non-Profits manage and monetize their Training Programs, Events and Conferences - all from a single, affordable, easy-to-use, self-service Cloud/SaaS platform. Mylo's flagship Cloud-based product, MyloTEAM™ - Training and Events Administration and Management - is the most sophisticat- ed and leading edge end-to-end solution that facilitates a quantum leap forward for those involved in managing training programs, events, or conferences. The sheer simplicity, ease of use and sophistication of MyloTEAM™ improves team productivity dramatically, reduces administrative costs, simplifies program management and provides unmatched financial reporting and analytics tools to help track the ROI and maximize the profitability of every training program, events or conference. MyloTEAM is a highly configurable SaaS platform that is optimized for Training Program Management, Certification and Reporting - making it ideal for all types of corporations and organizations engaged in internal or external training, using onsite, online, or a mixture, for training delivery. In addition, MyloTEAM's wide variety of 3rd Party Connectors enables organizations to standard- ize and integrate student/attendee and financial data with the organization's CRM, Financial, ERP, Webinar-type online systems and LMS systems. These capabilities make MyloTEAM™ a true Enterprise-class solution. ABOUT Mylo Mylo Solutions, Inc. One Market, Spear Tower 36th floor San Francisco, CA 94105 USA O: 888-695-9310 F: 650-636-9595

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