The rebranding stage of this project was completed first before the initial website design concepts where generated. The logo needed to be colourful and modern, after various examples and much deliberation the final logo was chosen.
Designs & Specification
The first stage of this project was to create wireframes and design mock-ups of how each page type would look. Once these were created and agreed they were added to the functional specification used for development and quality assurance testing.
The design functionality of the website allows the client to control the colours of certain page elements including, the title bar, buttons and navigation menus. Visitor experience is enhanced with colour coded areas of the website to allow visitors to identify where they are.
The page type was created to allow the client to pull events from their VISION CRM system to their website using an API. Our client users enter a unique event code into the CMS page type and this will pull through the required event details, once published this information is then live on their website and members and non-members can book onto the events where applicable, (both free and paid events can be shown on the website).
Visitors have access to an online application form to become a member. The form uses an API to pull back the relevant subscription fee based on the type of membership selected. This information is captured in a report in the CMS and then reviewed and processed into the VISION CRM. Once the application has been processed the system creates account passwords, and then emails the information following a set email template. Our client users can then create a subscription invoice via the VISION CRM and this can then be emailed or printed and posted.
The VISION CRM allows our client to offer members the ability to login to the website via API's and also to have a My Account area for main company account contacts. Members using this area can view their company transaction and subscription history, create additional new contacts within the company who are then given login access and update certain company details. All information is updated in real time back to the VISION CRM via the use of API’s.
The API’s has also meant an improved Member Directory is available on the website, this includes a search functionality allowing the list to be filtered/search quickly and retuning information efficiently.
A main requirement of the new website was its need to talk to the new customer relationship management system (VISION CRM). PSP wrote the API’s required to integrate VISION CRM system and the website.
During the VISION CRM project, (which preceded this project) a suite of Application Programming Interfaces (APIs) were created to ensure both the CRM and website were able to "talk" to each other.
This new website was integrated with WorldPay to allow website transactions to be taken. Our client wanted to introduce online event bookings for both free and paid events. The event bookings allow visitors to buy online via WorldPay or request an invoice. This functionality is integrated with VISION CRM using the API’s.
What is an exception?
When taking payments and capturing information online you need an exceptions area within the CMS to allow you capture this information should systems fail to “talk” to each other or if you want to review information prior to passing into the CRM system.
Therefore as part of this project, we provided four exception reports for the events functionality and one for the registration process. The reports were:
- Paid but not in the CRM – This exception report captures details of event bookings made through the website, where a payment has been taken by WorldPay but for some reason it was not passed into the CRM system. An automated alert will be sent to our client's users to notify that an action is required.
- Pending Payments – This exception report captures details where member/non-members have gone as far WorldPay but have decided not to pay. The report allows our client's users to contact the person and if required complete the process for them over the phone as this report is linked to going back to the WorldPay payment page.
- Requested Invoice – This exception report captures request invoice notices, if a booker has decided, they do not want to pay online, but wish to receive an invoice, when they choose this option in the event booking form, their details will be captured here. An automated alert will be sent out to our client's users to notify them of this.
- Online Registration Applications – This exception report captures all online registrations from the website, they are then processed from this area into the CRM. This is done manually to avoid duplicated company information in the CRM.
PSP also created a WorldPay Transaction report within the CMS which captures all event booking transactions. This ensures all transactions can be tracked and viewed as required.