Everest Use-Cases &

Integration Approach
2011

 Today

Overview of BuyWithMe &

Everest Systems and
Key Use-Cases

Integration

Target
Combined System & Plan

Tomorrow

Overview
of Key Use-Cases

Today

Today > BuyWithMe > Architecture & Actors

consumer

merchant

Consumer web
app

payment
processor

Consumer mobile
apps

Merchant/Admin
web app

partner

Public API

API
User Services

Payment, Voucher, & Redemption

Processing

Deal Services

Merchandizing & Personalization

Services

Merchant Services

Notification & Utility Services

Today > BuyWithMe > Use-Cases >

Consumer
consumer

consumer

Discovers
deal

Participate
s in group
buy

Merchandiz
ed deal
delivered
through
notification
or app

Payment
authorized
& cc stored

merchant

consumer

Retrieves
voucher

Deal
activated &
payments
captured

Vouchers
activated
for print or
mobile
access

Redeems

redemption
processed
[mobile or
bulk
process]

BuyWithMe Systems

payment
processor

Today > BuyWithMe > Use-Cases > Merchant

merchant

merchant

merchant

consumer

merchant

Signs-up

Co-creates
deal

Deal is
scheduled

Deal runs

Retrieves $
$&
statistics

Deal
inserted
into
production
schedule

Deal
merchandi
zed to
consumers
& vouchers
sold

Campaign
stats in
merchant
portal.
Check sent

Merchant
identity &
attributes
stored

Deal
created &
editorial
and image
assets
stored

BuyWithMe Systems

ADD REDEMPTION STEP POST DEAL

RUNS

Today > BuyWithMe > Actors > Consumers

Key Benefits

Key Risks/Liabilities

New experiences

Printed voucher

Local experiences

Deals not always relevant

Discounted

Too many emails already

Easy to share and take

advantage with friends

Pre-payment required

Discovery
experience

Passive [not
searching]

Active or
intent- driven
[searching]

User
Anonymous
[unknown]

User Identified
[segment known,
behavior known]

Today > BuyWithMe > Actors > Merchants

Key Benefits

Key Risks/Liabilities

Acquire new customers

Management of multiple
paper vouchers

Ultimate performance
based advertising model
(only pay if they transact)

Cant track repeat behavior

of new customers.
Questionable ROI

Move distressed inventory

Some customers discount

hunters

Build brand awareness with

local community

Cant manage flow & timing

of new customers

Increase up-front cash flows Potentially cant maintain

positive margins with
discounts
Leverage social networks
for promotion

Potential to cannibalize
existing users

Today > BuyWithMe > Cash-Flow

Purchase life-cycle
Considerati
on

Discov
er

Participa
te

Fulfillment

Claim
Voucher

merchant

consumer

Discovery

Redeem
at POS

buywithme

Accept
at POS

Remit
Merchan
t

Activate
Deal

Consumers
cc debited

1- 7 days

Cash

1 - 90
days

Provisio
n
Service
BuyWithMe
generates
commission

Merchant is sent
a check.
Happens in
parallel with
service
fulfillment

BuyWithMe > Key Activities & Value Flow

Consumer/viral referrals

Consumer lifecycle

Marketing
Cost

Acquire

Convert

Retain

Ads,
Ads, Social,
Social, Branding
Branding

Web
Web site,
site, deal
deal
presentation

email,
email, loyalty
loyalty
programs

New merchant
discovery
- Positive experience
-

Deal life-cycle
Production
Cost

Offer
Offer
Deal
Deal

Merchant lifecycle
Sales Cost

Purcha
Purcha
se Deal
Deal
se

Match
Match
&
&
value
value
creatio
creatio
n
n

Redem
Redem
p-tion
p-tion

Revenu
es

- New customers
- Better inventory
management
- New business

Acquire

Convert

Retain

Merchandising,
Merchandising, Boost
Boost Your
Your
Biz
Biz

Sales,
Sales, Editorial
Editorial

Account
Account Management
Management

Merchant referrals

Today > Everest > Architecture & Actors

consumer

merchant

Deal Finder / Mall

Moneris

First ACH

Merchant Connect

FirstData via
Cartera

PP importers /
exporters / billing

payment
processors
via GRS

partner

Deals API / White

Label

Member Services

Rewards Processing (transactions,

rewards, & ACH billing) Component

Deal Services

Secure Credit Card Storage & Fraud

Detection

Merchant Services

A/B Testing & Content Management

Affiliate Services

Notification Services

Today > Everest > Use-Cases > Consumer

consumer

Enrolls &
links card

User cc
[linked
card] &
identity
stored

consumer
&
merchant

consumer

Discovers
deal

Shops with
linked card

deal
delivered
through
locationbased
notification
or web app

Transaction
captured
through PP
importers

GRS or Cartera

merchant

Charged

Merchant
charged
through
ACH biller

consumer

Cash back

User credit
processed
via
Rewards
exporter

Everest Systems

First ACH

Moneris

Today > Everest > Use-Cases > Merchant

merchant

merchant

Signs-up

Deal
created &
published

Merchant
identity,
mid, &
attributes
stored

Deal
created &
published

consumer
&
merchant

Consumer
shops with
linked card

Deal
transaction
s captured
through PP
importers

merchant

Charged
per action

Merchant
charged
through
ACH biller
per
transaction

Everest Systems

GRS or Cartera

First ACH

Today > Everest > Actors > Consumers

Key Benefits

Key Risks/Liabilities

Ongoing relevant discounts

Smaller discounts

Local discovery

Deals not always relevant

Convenient & automatic

Deal discovery sometimes

difficult

No up-front payment

Have to wait for cash-back

Discovery
experience

Passive [not
searching]

Active or
intent- driven
[searching]

User
Anonymous
[unknown]

User Identified
[segment known,
behavior known]

Today > Everest > Actors > Merchants

Key Benefits

Key Risks/Liabilities

Retain customers

Multiple rewards programs

create channel conflict

Win back dormant

customers

Consumers cant easily

discover deals

Increase share of wallet for

loyal customers

Rewards provided not

significant enough to drive
engagement

No POS integration

Cash based consumers

Pay only on performance

Consumer doesnt realize

he/she is getting reward

Business analytics

Today > Everest > Cash-Flow

Discovery

Discov
er

Linked
card
purchase

merchant

consumer

Purchase life-cycle
Considerati
on

Linked
card
transacti
on

Fulfillment

Provisio
n
Service

Everest

Charge
merchan
t
Commission
Fee debited
from
Merchant via
ACH

< 1 day

2-3 days

Credit
consum
er

Cash

2 - 30
days

Everest
generates
commission

Consumers
linked card
credited when a
threshold (~
10$) met

Everest > Key Activities & Value Flow

Consumer/viral referrals

Consumer lifecycle

Marketing
Cost

Acquire

Convert

Retain

Ads,
Ads, Social,
Social, Branding
Branding

Web
Web site,
site, local
local
notifications

email,
email, local
local
notifications

ongoing value with

merchant
- No vouchers needed
-

Deal life-cycle
Production
Cost [small]

Regist
Regist
er
er
linked
linked
card
card

Offer
Offer
Deal
Deal

Match
Match
&
&
value
value
creatio
creatio
n
n

Purcha
Purcha
se
se at
at
POS
POS

Revenu
es

- Repeat customers
- Win back
- Targeted retention

Merchant lifecycle
Sales Cost

Acquire

Convert

Retain

Merchandising,
Merchandising, Boost
Boost Your
Your
Biz
Biz

Sales,
Sales, Editorial
Editorial

Account
Account Management
Management

Merchant referrals

Integration

Integration > System Overview

Integration > Key Data Flows

< entity creation & data flow
>

Integration > Key Interface Points

< articulate & identify applications that support key
interactions
>

Integration > Platform Integration Plan

< plan
>

Integration > Productization Plan

< plan
>

Tomorrow

Tomorrow > Consumer > Daily Deal

<
use-case
discovery & purchase
register card
>

Tomorrow > Consumer > Daily Deal

<
collar diagram
discovery & purchase
register card
>

Tomorrow > Consumer > Loyalty Deal

<
use-case
discovery & purchase
define types [winback, retention, event triggered]
>

Tomorrow > Consumer > Loyalty Deal

<
collar diagram
discovery & purchase
>

Tomorrow > Consumer > Other Deal

<
use-case
discovery & purchase
define types [claimed, option]
>

Tomorrow > Consumer > Other Deal

<
collar diagram
discovery & purchase
register card
>

Tomorrow > Merchant || Admin > Sign-up

<
use cases
ach sign-up
self-service vs. assisted
>

Tomorrow > Merchant || Admin > Sign-up

<
collar
ach
self-service vs. assisted
>

Tomorrow > Merchant || Admin > Deal

Creation
<
use cases
self-service vs. assisted
deal type determination
deal config
brand asset
>

Tomorrow > Merchant || Admin > Deal

Creation
<
collar
self-service vs. assisted
deal type determination
deal config
brand asset
>

Tomorrow > Merchant > Get Campaign

Perform
<
use cases
per campaign
demographics
purchase behavior (loyalty, recency)
value per customer
>

Tomorrow > Merchant > Get Campaign

Perform
<
collar
per campaign
demographics
purchase behavior (loyalty, recency)
value per customer
>

Tomorrow > Admin

<
use cases
deal scheduling
merchant management
user management
>

Tomorrow > Admin

<
collar
deal scheduling
merchant management
user management
>