1. Research and diagram complete use cases for PBI. Include:

a. Public Broadcasting Station reviewing catalog in advance of pledge season and then placing orders during a pledge/fund drive:

i. PBI Direct follow through from pledge to delivery to the customer

ii. PBI Bulk follow through from pledge to delivery to customer (what you can)

iii. Digital -please include all aspects of credentialing and digital locker including customer service (lost my Password, cant download, too many devices, etc.)

b. Consignment Partner bringing 50s music to catalog and having it ordered by a station.

2. Document PBI data flows to support their search for a new ERP system

a. Using the provided context model and data flow as examples, create data flow diagrams for the following, annotate on your diagrams the items of information (data) that passing between the components, outside entities, and processes.

i. Order Entry (consider how an order gets ingested into the system)

ii. Replication Services

iii. Digital Media Download as a gift for donors.

3. Based on what you know about PBI and the ordering process (stations) define an order and a ship-to coming from uploaded excel spreadsheet orders. Are multiple lines in excel multiple orders or multiple ship-to locations on one order? Why or why not and why is this important? Keep in mind that today stations receive an acknowledgement once they upload a spreadsheet what impact might this have?

I. Overview PB Incentives (PBI) sells discounted and retail products through a wide variety of fulfillment services. The company was started 30 years ago with a mission to service the needs of Public Broadcasting television & radio stations. Today they are a for-profit company working mostly in the non-profit sector; a very small percentage of PBI business is in the retail world although this will likely change. Today they are the leader in their industry offering unique and cost effective solutions for their non-profit customers. A key factor in their success is that PBI has built its business processes around the needs of its customers and will continue to do so in the future. Flexibility is crucial for the business as their customers needs are constantly evolving and they rely on PBI to meet their customers unique requirements. Over the years PBI developed specific expertise in warehousing, fulfillment, content creation and duplication which differentiate them from competitors. For example PBI is the only company in their industry offering direct fulfillment (PBI Direct) to station members for thank you gifts. As PBI looks to leverage these and other strengths and pursue growth in existing as well as new markets they are looking to upgrade existing systems. Currently they are running In Order from Morse, affectionately called Ducks (as in Ducks In Order) by the staff. However, because of many custom enhancements, PBI is forced to run an outdated and unsupported version of the software as the difficulty and cost of upgrading has become unbearable. Additionally, the relationship with the VAR (Value Added Reseller) that supports PBI have been strained. Currently: PBI provides thank you gifts for approximately 200 of the larger Public TV and Radio stations in the U.S. and Canada. PBI traditionally has been strongest on the TV Side and views Radio as a growth area. Physical Fulfillment of Books, Music, and Movies has been a large part of PBIs business portfolio in the past. Digital fulfillment over the WEB is viewed as a strategic direction. At least 80 % of PBI orders are received via their WEB interface. PBI employs approximately 25 dedicated team members at one location/one warehouse. PBI has strong supplier relationships with major publishers, who offer many media products at deep discount to the Not for Profit sector through PBI, because they know where the products are going and because no returns are processed. (PBI generally works with a backordered status as gifts are generally offered with 6 to 8 weeks delivery by the PB Stations.) II. PB Customers PBI Customers are predominantly not for profit Public Radio and TV stations who offer gifts to their members. PBI works with many stations across the country helping them set up promotional campaigns and selecting products relating to programming made available from national organizations as well as local programming staffs. There is also a small amount of retail business conducted through the website, mostly related to 3rd party product inventory in the PBI Warehouse. Primary Customer categories include: Non-profit television stations Non-profit radio stations Non-profit joint licensees Producers of television/radio programs Public Broadcasting National Organizations (PBS, NPR, etc) Other Libraries, Schools, Learning institutions Consignment Partners - While they serve as content providers and therefore appear as suppliers, PBI offers duplication, authoring, and artwork services to Consignment Partners to help them make their material available to PBI Public TV and Radio customers. Their goods then appear in the PBI on line catalog and PB Incentives PB Incentives Confidential material is shipped to the PBI warehouse for later fulfillment. These partners are therefore also consumers of PBI services and belong on this list as customers as well as suppliers. Public Broadcasters Needs: PBS/NPR stations have fund drives throughout the year to generate member donations and subscriptions. Pledge Programs are aired that have the potential appeal to a wide audience. The main goal is for the audience to become members of the station at one of several levels of support. During breaks within the show, items or premiums are offered as thank you gifts in return for a membership level donation. It is in the interest of the stations to provide premium thank you gifts to their members in the best way possible. At a minimum PBI Stations require: o Branding/Logos on orders o Real time communication about order status to both member & station o Confidentiality of their members information Additionally for Some stations PBI will also provide: o Membership cards o Window clings, stickers, key chains and other membership related paraphernalia o Brochures and printed material related to membership. o (These items have to be maintained in the warehouse, or be printed on demand.) Orders & communications to members must look as if it is coming from the station, not PBI. Stations look to PBI not only to purchase thank you gifts but to also facilitate in shaping their members experience. III. Basic Operating Model PBI publishes a catalog quarterly throughout the year which is available both in print and online to member stations. Member Public Broadcasting Stations use the catalog to plan their pledge drives which are planned one to two quarters in advance. Typically, an independent station will identify a series of programs to be aired and associated with a set of gift offerings for pledges from the PBI catalog. For example: 1) Station shows a run of Barbara Streisand Movies over a long weekend (3 days) they then break in to ask for pledges throughout the programs. A 25$ donation allows donor to choose a hat or umbrella with station logo. A 50$ donor gets to choose from a selection of Barbara Streisand Movies on DVD, a 100$ donation might offer a movie of the donors choice and a music CD. 250$ donation might get the new Barbara Streisand Book and a Music CD. 500$ donor gets all three selections (plus hat and umbrella.) 2) 1950s movies are always popular. So during a run of 50s classic movies a 50$ donation offers a 50s Music CD. 100$ donor gets music CD and a copy of the movie Rebel Without a Cause. 250$ donation gets Music, Movie and a book on 50s music and muscle cars. All selectins come with a mug with station logo and a membership card and a window cling (plastic sticker for car window) with I support Station Logo. The first process step would be the stations identifying the titles they want to use, and selecting umbrellas, mugs and tote bags they want to make available. In some cases, they will provide the membership cards for PBI to print and include with the order along with any other material they want to include about membership. See custom imprint orders below, Sageworld is used to find vendors who will manufacture/print logos on shirts, mugs, umbrellas, tote bags etc. These are then usually stored in the PBI warehouse to be fulfilled along with other gift items selected by the donors. PBI would then charge a fee to set up the manufacturing and store the items in the warehouse, along with a fee for fulfilling the order. PB Incentives PB Incentives Confidential