Propay Technology Profile

Empowering LabourGrowing, retaining and servicing communities through partnerships

©2014 Propay (Pty) Limited

Presented by: George Rudman, Head: Technology & Innovation

Who we are


People

Systems Innovation

Processes

The system, which has been built according to client needs, has awell established and proven track record in empowering clientsstrategically, tactically and operationally.The system with its sixteen (16) different system modules are alldesigned to empower any Movement to greatness.Propay delivers improved efficiency and productivity in all areas ofUnion Administration, from collections, reconciliations, membershipto legal and education management etc.

Propay has 25 years of experience in Movement Administration.Through our focused approach on continuous improvement and innovation in Movementadministration, Propay has become a forerunner in Trade Union and Movement memberadministration, managing 2.1 million members across 65,000 employer groups.

Effective & efficient administration

Improved revenue management – Invoicing, Receipting and Reconciliations.Management of collections:

Member subscription collections;Product fee collections and commission payments; andFee management.

Financial audit and control platformCost effective collections:

Integration to Financial Institutions;Multiple payment methods and collection methodologies;Economies of scale; andUnion/ Employer centric know-how.

Membership management incorporating all aspects of the life of a Movement member – Legal case management,Education & Training, Operations etc.Effective member communication via system integrated SMS and Email.Integrated document and process workflow all aimed at making the Movement successful and compliant.Propay’s approach is to centralise for efficiency and then decentralise for effectiveness.


Propay Systems – The Future is Now


PRO-LEGAL

PRO-MOBILE

PRO-KIOSK

PRO-CLIENT

PRO-ED

PRO-ADMIN

PRO-CART

PRO-COMM

PRO-RECON

PRO-SWITCH

PRO-FINANCE

PRO-SERVICENET

CLIENT

PRO-MEMBERSHIP

PRO-OPS

PRO-PRODUCTS

PRO-LEGAL

PRO-MOBILE

PRO-KIOSK

PRO-CLIENT

PRO-ED

PRO-ADMIN

PRO-CART

PRO-COMM

PRO-RECON

PRO-SWITCH

PRO-FINANCE

PRO-SERVICENET

CLIENT

PRO-MEMBERSHIP

PRO-OPS

PRO-PRODUCTS

Pro-MembershipThe platform allows for the comprehensive management of member demographics and related activitiessuch as roles performed within the Movement as well as communication, documents, card issuing, relatednotes and full financial transactional history etc.The platform allows for the comprehensive management of company demographics, reconciliations,company payment history, applicable member lists and related activities such as notes, documents(statutory and other) and communication history.


Facilitating:• Member growth • Member service • Member retention

BCUnions

Members

Companies

ServiceProviders

Pro-MembershipOur system can provide the option of online member or company registration. In this case members orcompanies can apply online and provide necessary supporting documentation including payment in a singleprocess.Applications received by the platform are placed within a verification Waiting Room, which allowsadministrators the opportunity to verify the applications and documentation prior to registering theapplicant within the system. Verification can also include company registration validation against the CIPC(Companies Office) database etc.Optional ongoing company registration validation against the CIPC database can be provided to highlight‘active’ versus ‘deregistered’ companies and other validations can be implemented such as verifying VATregistration against the SARS VAT Vendor database etc.


ONLINE REGISTRATION AND VALIDATIONFacilitating Member growth, Member service and Member retention


Pro-FinanceEffective revenue management can enable the Movement to achieve itsrevenue goals earlier and also increase its delivery to the needs of itsmembers.The Pro-Finance module efficiently collects revenue using its varioustransactional channels. These channels provide flexible access formembers to support the Movement.Members are given a unique debtors account, capable of storingmultiple ledgers for each type of contribution and/ or product.

Financial Health facilitating Member growth, service and retention


Effective and efficient revenue collection methodsUsing the power of Pro-Switch, the Movement can access the followingpayment channels:

Debit Order CollectionsAEDO (Authenticated Early Debit Orders);NAEDO (Non-Authenticated Early Debit Orders); andAutomatic CDV (Check Digit Verification) pre-validates bank accountsto determine if account numbers are consistent with bank and branchvalidations. This facilitates the accurate capturing of data prior tosubmitting transactions, reducing returned or rejected transactionsand associated costs.

Credit Card collections.Automated payments from Pro-Switch to external parties.

Pro-Switch


Pro-Switch Process


Reconciliation between members and payments.From processing reconciliations we establish:

New members;Contributing members;Areas of contribution and support etc.;Non paying members;Resigning members;Short paying members;Membership loss, retrenchments etc.; andNon paying employers.

Pro-Recon

Management Performance Dashboard

• Key performancemonitoring:

• Membergrowth

• Memberrecruitment

• Memberretention


ExecutiveDashboard

KPA/KPIDashboard

OperationalDashboard


Pro-AdminManagement and authorisation of InvoicesManagement and authorisation of Advances

Bargaining CouncilUnionsService ProvidersOther

Interim and Monthly Financial ReportingFinancial audit repository of current and historical financial information

Facilitating transparent financial audit and control


Pro-EducationWith Pro-Education, the Movement are able to confidentially store all thequalifications and historical results of their personnel within the Movementstructures.The module allows for the identification and tracking of existing skills &subsequent training required – GAP Analysis.The module allows for the creation of modules and courses and theregistration of members for these interventions etc.The functionality together with supporting processes ensure well qualifiedpeople are identified and deployed into suitable positions, which leads toimproved service, support and care of members.



Pro-LegalThe Pro-Legal module is designed to effortlessly manage all legal relatedcases within organisations.The system records and tracks progress on cases and reports on caseactions, sub-actions and case outcomes etc.All legal documentation is also managed within the system and areavailable seamlessly to the litigator, clerk and/ or any other authorisedpersonnel.Valuable reporting on types of cases, respondents, outcomes and awardsassist organisations with decision making and risk management.Through the application of the system together with best practices,member cases are handled expediently and cost effectively.


Pro-CommPro-Comm can deliver automated Welcome Packs and supportingdocumentation when members or organisations register.Pro-Comm allows the Movement to communicate to its structures and memberswithin seconds and also receive member generated replies.Send auditable e-mails and SMS’s, stored at member record.Premium rated SMS donation management.Pro-Comm has the power to strategically segment membersby Country, Region, Member roles, Member types, Gender and Age etc.Automated messaging makes it possible for members to receivecommunications based on events and dates.(Birthdays, Renewal Notifications, Newsletters, Conferences, Training events,News flashes etc.)


Unleashing the power of a unified voice


The Pro-Client system enables the delivery of excellent service and ensures transparency andaccountability throughout the service delivery lifecycle.All Movement instructions, queries and requests are logged ‘live’ on the Pro-Client system, whichare then issued as tasks to relevant personnel, based on the type of query received, forcompletion.All tasks are monitored, tracked and reported upon until completion, ensuring the quick resolutionthereof. SLA’s can be incorporated into Pro-Client to ensure that tasks are completed withinallotted times.Relevant supporting documentation can also be included in issued tasksto ensure that matters can be dealt with swiftly.Pro-Client can also be used between the Movement and Propay tomeasure performance and delivery.

Service measurability

Pro-Client

The power of Pro-Service Net, is in it's ability to direct all member queries to the relevantMovement structures, allowing excellent member support and care, which ultimately leadsto better member retention.Pro-Service Net incorporates workflow and manages all member queries in a task and eventformat which delivers these tasks to accountable individuals within the Movement. who arethen able to fulfill member needs.Guarantees increased effectiveness, better productivity and higher levels of memberretention.Events can also be developed to allocate counselling queries to suitably qualified individualswho can then be prompted to follow Movement approved processes and procedures indealing with needs.

Pro-Service Net



Pro-Operations

Pro-Operations was specifically created to fulfill a decentralised strategy which provides enhancedfunctionality to regional structures including operational staff in the field, such as Industry Heads,Organisers and Representatives/ Shop Stewards who interact on a daily basis.Pro-Operations facilitates a higher level of service and support to both the Movement and itsmembers.Real time reporting relating to the performance of the various structure participants, memberproblem identification, queries and valuable trends can be realised and acted upon, therebyimproving the overall productivity of the Movement and the level of care provided to members.




Pro-Sure


The Pro-Sure module is designed to manage insurance products offered to memberswithin the Propay system.The system, which caters for multiple product and associated cover types, automaticallycalculates insurance premiums based on the member’s identified requirements and hasthe option of emailing the applicable quotations.The module provides a turnkey solution wherein policies can be automatically generatedfrom approved quotations.Insurance premiums are automatically collected from members according to productprovider collection rules.In addition to providing comprehensive reporting on collections and rejections, the systemalso reports on new members and terminating members etc.


Pro-KioskPro-Kiosk was an additional component introduced to fulfillthe decentralised strategy.The Pro-Kiosk implementation typically involves theinstallation of Kiosks at locations where members are ableto communicate with the Movement such as in branchstructures and event large employer groups.Members are able to access information, membershipinformation, legal cases, training events, financialstatements, log queries etc.



Pro-Mobile


Membership

Statements

Documents

Referrals

CustomerService

Queries

MEMBERSHIP QUERY

MAIN MENU

MEMBERSHIP STATEMENT

QUERY REFER AFRIEND

BRANCHES

LOGOUT

MAIN MENU ABOUT

POWERED BY PROPAY SYSTEMS

MEMBERSHIP QUERY

MEMBERSHIP

MEMBER CARD PROFILE

DOCUMENTS MEDIA

UPLOADDOCUMENTS

MAIN MENU ABOUT

POWERED BY PROPAY SYSTEMS

Issuing of electronic cards

Real-time document delivery


Pro-CartThe Pro-Cart module is designed to manage the Movement’sproducts and services offered to members.The module allows Movement administrators to manage allfacets of the shopping cart, including pricing, products, eventsand conferences supported by the Movement.The module’s financial platform is fully integrated with thePropay platform and every transaction is stored at the members’record.


Questions