Professional Services Rate Sheet

Professional Services Rate Sheet
Summary View
Table of Contents
Summary View ........................................................................................................................... 1
Rate Sheet Sample Screen .................................................................................................... 2
Rate Sheet Setup Interface .................................................................................................... 3
Rate Sheet Project Process .................................................................................................... 4
Rate Sheet Costs ................................................................................................................... 4
Summary View
The Rate Sheet product provides your credit union with the ability to create a document with the
most up-to-date rates that is ready to hand out to members with the push of a button. The Rate
Sheet groups each share type into one of these five categories:
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

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Savings and Checking
Money Market
IRA
IRA Certificate
Certificate
Through a user-friendly interface, your credit union can establish and maintain the presentation
of the Rate Sheet.
The Rate Sheet is a standalone product. It requires no additional coding or customization.
Symitar will install the files into test and production environments, provide training via WebEx,
and support client questions during setup, testing and live operation.
See below for a high-level view of each of the Rate Sheet components, the project process, and
cost.
For more information on the product, submit a CWR jSource case for Rate Sheet and ask to
have it sent to the Episys® Professional Services team.
The Rate Sheet Package will include the following files:
 Rate Sheet Spec File
o An on demand PowerOn spec file that creates a ready to print customized rate
sheet.
 Rate Sheet Setup Spec file
o Provides a user interface for customizing the rate sheet to credit union
specifications.
 Rate Sheet Font Types Help file
o A list of fonts available for the rate sheet.
 Rate Sheet Top Message Help file
o Contains the custom HTML message that appears at the top of the rate sheet.
 Rate Sheet Bottom Message Help file
o Contains the custom HTML message that appears at the bottom of the rate
sheet.
1
Rate Sheet Sample Screen
You can easily run the Rate Sheet as an on demand PowerOn® spec file. This creates an HTML
version of your rate sheet directly within Episys. Your employees will be able to hide one or all
of the sections, print the rate sheet with the push of a button, and deliver it directly to members.
2
Rate Sheet Setup Interface
Symitar provides a user-friendly interface to enable your credit union to maintain your Rate
Sheet settings, including font types, font sizes, font colors, credit union name, logo name,
background color, row colors, title names, and more. With this easy setup, your credit union can
maintain your Rate Sheet product settings with no programming experience.
3
Rate Sheet Project Process
This is a “plug-and-play” module for which no customization is needed and no customization is
included in the sale of the product.
The project begins when your credit union submits a jSource CWR case for the Rate Sheet
product. An Installation Specialist will be assigned and will contact you to start the project.
The Installation Specialist will ensure that the Rate Sheet product is ready in a test SYM your
credit union identifies, and then provide training on the Rate Sheet Setup Interface.
The Installation Specialist will work with your credit union to clarify any issues involving settings
and make sure user are ready for client testing.
Once your credit union has user acceptance tested and given approval in your jSource case,
the Installation Specialist will ensure that the Rate Sheet product is installed in the live
environment. Symitar will provide support on the day your credit union goes live.
If your credit union must have customization to go live with the product, you must first sign off on
the package as it arrives out of the box before a Business Analyst can work with you on your
customization requirements. An estimate is provided for the customization work including
requirements, programming, testing, and support. Our analyst and programmer will work directly
with your credit union through live implementation.
Rate Sheet Costs
The $1,000.00 base price includes the spec files, WebEx training, support during client testing,
and installation support, including the first day live. The price of the service can be taken from a
Service block or straight billed. Any customization is an additional cost.
4

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