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NDC Enterprise - Solution Authorization Guide

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120 views19 pages

NDC Enterprise - Solution Authorization Guide

Uploaded by

Kakeeto Nassif
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We take content rights seriously. If you suspect this is your content, claim it here.
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Solution

Authorization Guide

NCR NDC ENTERPRISE


NDC Enterprise is NCR’s Enterprise based ATM Application, key for all
ATM deployments, those currently using AANDC as a client and those
unhappy with their current provider and ready to make the switch to
the industry leading ATM application. NDC Enterprise enables the
complete Application Flow and UI to be managed by the enterprise
server with modern technology replacing the old, restrictive states
and screen programming and also enables the ATM to integrate with
the Core and 3rd party Digital Service providers. Transforming your
ATM into a Digital First touchpoint for your customers.
Financial Banking
NCR NDC Enterprise
©2022 NCR Corporation, all rights reserved.
For Confidential.
NCR more information, visit
For internal use by NCR and its Authorized Solution Providers and Distributors only.
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TABLE of CONTENTS

NCR NDC Enterprise Authorization Overview ............................................... 3


Solution Overview .............................................................................................................. 3
NCR NDC Enterprise Benefits ............................................................................................ 3
Partner Profile..................................................................................................................... 5
Level 1 – Associate..................................................................................................................................... 5
Level 2 – Specialist ..................................................................................................................................... 5
Level 3 – Master ......................................................................................................................................... 6
Business Requirements ..................................................................................................... 6
Solution Benefits .................................................................................................................................. 8
Roles and Responsibilities: .................................................................................................... 9
Sales ............................................................................................................................................................ 9
Professional Services (Master Partners only) ......................................................................................10
Agreements: ...................................................................................................................... 12
Documentation ................................................................................................................. 12
Communications / Social Media ..................................................................................... 12
Training and Certification ............................................................................................... 13
Investment ........................................................................................................................ 16
Onboarding Investment .........................................................................................................................16
Partner Readiness Statement ................................................................................................................17

Document History & Revisions ................................................................................18

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So lu ti on Au th or iz a t i on Gu id e

This Solution Authorization Guide is designed to provide an overview of the NDC Enterprise solution
and help partners determine the skills, knowledge, training & investment required to be able to sell,
support & deploy NCR’s NDC Enterprise Solution.

SOLUTION OVERVIEW

What does it do?

NDC Enterprise replaces the states and screens download from the Switch (Host) and allows the

flow and interactions to be controlled instead by the ATM Enterprise Server. This allows the usage

of modern agile technology and practices (HTML5, CSS3, Agular JS, Javascript…) to introduce new

business services and for use with existing Switch based transactions, targeted to specific profiles,

anytime and anywhere – in days not months.

While NDC Enterprise offers many enhancements a critical one is the ability to introduce additional

Digital Transactions and Services – not provided through the switch. This frees the ATM from the

shackles of the switch, as it is now able to integrate to the core and other 3 rd party digital service

providers.

What are the benefits of NDC Enterprise 2.x

The advantages are:

- User Interface: total control of user interface using centralized enterprise server

o Single Screen implements multiple languages – avoids multiple screens duplicated

for each language

o Native HTML 5 screen built up from server components versus monolithic graphical

screens

o Easy to maintain and evolve owing to the modern tools and development

environment

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- Flow:

o Simplified graphical flow leveraging Consumer Service publication mechanism

o Easy to maintain and evolve

- Supports Business Agility – deploy new consumer services in days not weeks - NDC

Enterprise migrates the application and business logic from the NDC host to the enterprise

server.

- Engage – Modern technologies, including HTML5, CSS3, and Angular JS make it easier to

introduce amazing consumer experiences that are expected from digital channels

- Adapt – dynamically change the user experience to match the consumer profile (by FI, by

persona - elderly, disabled, young etc.)

- Evolve – support branch requirements by enabling the use of branch services in ATM

channel

- Save Cost – as compared to traditional client software models: deploy software centrally,

Minimize development and test cycles

- Reuse of Digital Services and transactions from other channels such as mobile and online in

the ATM self-service channel beyond what is provided on the switch – connectivity,

centralised, enterprise driven

- Truly Lightweight – Small footprint on the terminal and minimal bandwidth requirements –

reuses AANDC core services, reuses browser-based display

- Refresh & Attract – revitalize older terminals and attract new consumers with new services

- Re-think – migrate consumer service deployment on physical channels (ATMs, Kiosks …) from

heavy and time-consuming technical release management to lightweight consumer targeted

services management with the flexibility to start, stop, update or extend the consumer

service with ease

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All the above means that the Customer will have less dependency on having to do changes at the

Switch decreasing costs and increasing agility and speed to market of new services and consumer

flow.

NDC Enterprise is aligned to the NCR Strategic direction for the End-to-End ATM Software Portfolio

including NCR ATM Marketing.

Solution Onboarding Approval

Partner Profile

It is recognized that different solution providers can provide different skills and services in terms of

acquiring and supporting Vision customers. The partner program therefore has three levels of Solution

Provider, each of which have different levels of customer engagement and therefore remuneration.

Please identify the Partner Role at the outset of the project and ensure the appropriate enablement

training is completed by appropriate Partner Resources.

Level 1 – Associate - Sales Only (Agreed by exception only)

An Associate solution provider will be an organization that has strong connections into their local

payments market in terms of knowledge and contacts at a senior level. The solution provider will be

responsible for generating, qualifying and developing customer opportunities. They will operate with the

support of NCR pre-sales services and will not be responsible for any technical aspect of any customer

sale.

Level 2 – Specialist - Level 1 + Pre-Sales, Technical Support L1/L2

A Specialist solution provider will have the same experience in terms of contacts and knowledge of their

local payments market. They would manage the customer relationship pre and post-sale. They would

normally be expected to be able to provide technical pre-sales support although in some cases this may

be provided by NCR. Where the Specialist provides as part of the customer engagement some of the

shared services, they would provide local Level 1 and Level 2 support to their customers post

implementation. They will be expected to have a SoW in place with NCR PS for the initial implementation

and deployment. Subsequents projects are at the discretion of NCR PS. The partner should complete

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the Level 2 Curricula detailed in the Training Appendix as well as any on the job training provided during

the project by NCR PS. The Partner Readiness Statement should be completed and returned to SW

Product Management.

Level 3 – Master – Level 2 + Technical Services Implementation/Deployment/Development

A Master level solution provider will be responsible for generating leads, providing technical sales

support and managing the customer relationship pre and post-sale. They may provide technical

services as part of the implementation project and provide ongoing services related to the NDCe

product to their customer. They should have completed multiple projects with NCR PS and be

experienced with the product. They may work with limited involvement from NCR. They would provide

local Level 1 and Level 2 support to their customers.

In addition to this, a Level 3 partner may wish to provide Development Services to their customer &

may want to create their own Presentation Components. For this activity advanced training is required

in how to develop Presentation Components.

This is not an advocated approach and by agreed exception only. Approval must be sought and given by

SW Product Management prior to commencement of this training path.

The partner org is responsible for local support of any Customization they create.

REQUIREMENTS DETAILS

Training See Training and Certification Guide in the Appendix for complete details.

Sales certification • Minimum of 2 certified Partner sales professionals. These resources cannot

be the same resources used for the technical roles of configuration, Help

Desk, and installation.

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Technical software • Minimum of 2 certified solution experts that understand configuration,
certification
staging and interdependency with Financial ATM software. A minimum of

one of these solution experts is to be fully dedicated to the NCR NDC

Enterprise Solution. Other members on Reseller team will look to this

person for technical questions. Resources can overlap with the L1 / L2

Support resources.

L1 / L2 Support • Minimum of 2 certified Help Desk professionals that can perform Level 1 and
and help desk
Level 2 diagnostic assistance. Resources can overlap with the Technical

software resources.

First customer site • Partner’s first customer sites to go live requires an NCR Professional
go-live process
Services (PS) engagement, along with hardware installation services. Both

are designed to provide OTJ training and skills transfer. Details included in

the Onboarding Investment found in the Appendix. Partners should engage

with the Channels sales contact to identify the appropriate PS Organization

Other

• All Partners doing Development and Support Activities are required to have
a lab unit installed in partner technical lab environment. Lab unit or VM
Lab equipment must be on current hardware and software versions, or as instructed by NCR

• Partner is required to provide Level 1 and Level 2 software support to their


customers.and support any local development they provide.
Support and
maintenance • Partner agrees to keep all customers on the current release or as instructed
by NCR

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• While NCR generates some leads, partners are highly encouraged to
generate leads of their own. Partners may apply for MDF (Market
Marketing Development Funds) in support of lead generation

• Partners must identify the end-user name, company name, address etc. at
the time of order placement or when the unit is sold

• Partners agree to complete a business plan to identify target customers and


Business planning account strategies along with their NCR Channel Account Manager
and reporting
• Partners must provide updates on customer opportunities and forecasts

• Partner agrees to actively participate in a Quarterly Business Review (QBR)


with NCR

SOLUTION BENEFITS DETAILS

• Configuration and implementation to end user – Level 2+

• Staging and implementation services – Level 2


Incremental
revenue streams • Custom Component Development for end user - Level 3 Certified

• Upsell Opportunities such as Multivendor, Contactless , Terminal Handler

(SAG)

• Hardware and Software lab units discounted from regular channel price
Demonstration and
lab equipment • NOT for production use

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• Assigned Channel Account Manager for each authorized Solution Provider
Sales and
configuration support Pre-Sales SW Specialist available to support sales efforts with
strategic customers – partners should work with CAM to identify appropriate
SW Specialist for the region.

• Leads disbursement from tradeshows and industry events as participated

in by NCR or received through NCR.com


Demand generation
• Partner search directory-based banking and geography selection on

NCR.com

Market Development • For approved campaigns and marketing tactics, NCR will reimburse the
Funds (MDF) partner up to 65% of the expenses. MDF program guidelines apply.

• Access to an Executive Briefing Center to host a customer or prospect


Executive Briefing
executive solution briefing at the most appropriate NCR EBC for your
Center
geography.

ROLES AND SOLUTION PROVIDER NCR RESPONSIBILITIES


RESPONSIBILITIES RESPONSIBILITIES

• Partner identifies, qualifies and • NCR provides pre-sales support to


closes opportunities help progress opportunities and
Sales field support for larger
• Partner should complete Sales
Training in NCRU opportunities

PROFESSIONAL SERVICES

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• Partner should have an • If engaged with NCR PS and have a
engagement with NCR PS for first SoW, NCR PS provides a
project configuration resource to help
Configuration resolve configuration questions
• Partner/PS is responsible for
and staging configuration and staging the and issues prior to first installation
as part of onboarding investment
solution before deployment at a
customer’s location

• NCR professional services • If engaged with NCR PS, NCR PS


deployment support is required for will provide an installation subject
first site installation. Further matter expert on site as a paid
projects are at the discretionof NCR engagement during the installation
PS certification process

• NCR can be contracted for


Implementation • Partner is responsible for additional deployment support via
implementation thereafter and for SOW
completion of all relevant Sales and
Technical Training.

• Partner is responsible to ensure


hardware and software
configuration meets Customer
Requirements


• Partner is responsible for managing NCR PS can provide this as part of
SoW PS Services
integration into customer’s

environment or should have an

Integration NCR PS engagement.

• Partner is expected to project • NCR can be contracted via


Project manage the customer engagement additional SOW to project manage
Management or to contract with NCR PS the customer deployment

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• Partner is required to provide Level • NCR will provide Level 3 and Level
1 and/or Level 2 software support 4 software support
to their end customers. • NCR will provide ongoing
• Partner agrees to keep all
maintenance through service
customers on the current release packs and new software releases
or as instructed by NCR.
• Partner must complete and
Support and
Maintain Level2 Certification
Maintenance
status

AGREEMENTS REQUIRED / DETAILS


OPTIONAL

NCR Interact • NCR Interact Channel Partner Agreement must be fully


Required
Agreement executed

• Addendum to the Interact Agreement must be fully


Development executed for Master Partners
License Addendum Optional

Software License Required • EULA (End user license agreement) must be signed by
Agreement (EULA) the legal entity of the end user customer and NCR
prior to any software installation

• Standard Support & Maintenance will be covered by


Support and
Required Subscription license sale. Additional support for
Maintenance
development partners is available at an additional cost

• A SOW with NCR PS is required to support the Solution


Professional
Required Provider’s first customer project. Details in the
Services (PS) SOW
Appendix

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• All NCR software is sold via a subscription
Software
licensing model. This addendum to the NCR
Subscription Required
Reseller Agreement, entitles the Partner to sell
Addendum
these subscriptions.

DOCUMENTATION DETAILS

Certification training • The training Appendix contains all the details on the training and
supplement certification offered, including target audiences, expectations, costs and
deliverables

• An extensive library of technical documentation is available to certified


Technical
partners, such as: Ordering Configuration Guide, Installation Guides,
documentation
and more. Contact your CAM or technical advisor to get access.

COMMUNICATION / DETAILS
SOCIAL MEDIA

https://www.youtube.com/user/ncrcorporation

@NCRCorporation

Blog https://www.ncr.com/company/blogs

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APPENDIX 1
Certification Guide

The NCR NDC Enterprise On-Boarding and Certification Program is an intensive training and
assessment program designed to prepare the Solution Provider to sell, configure, install, build and
support NCR NDC Enterprise and provide Level 1 and Level 2 Support to their end customers.

All Partners are expected to attain Level 2 Certification as a minimum

For best results, we use a combination of training approaches:

• eLearning

• Remote Tutor -led

• Supporting documentation

• Additional hands on training provided by our PS Organization as a billable engagement if

required.

The training covers multiple audiences:

• Sales/Pre-Sales

• Help Desk Level 1 and 2 Support

• Technical software Support and Development

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NDC Enterprise Skillset Requirements

The following skills are likely to be required for any engagement. Note that NDC Enterprise Training

will not provide these. It is expected that these skills be gained through self-education or external

courses

Deployment & Support Teams will need strong skills in the following technologies: -

Skills Deployer Context

Web Server Setup and Installation Linux, Windows Server


Tomcat / some customer’s may require
Websphere
Secure logon technologies such as Webapp This may vary by customer but examples
or Single Signon - Active directory, Domain Names

- Kerberos

- LDAP

Level 3 Master Partner Development Teams will need strong skills in the following

technologies:

Skills Developer Context

AANDC ATM Customisation Knowledge


NDC Enterprise for ATMs is dependent on
integration into the client environment –
which is AANDC. The PS/Partner organisation
must be proficient in AANDC, EMV and all
related knowledge sets.

Javascript/HTML5/CSS3 SkillsAngular JS
Knowledge version 1.7 and consider version 8
for future

Webservices REST Webservices – required if deploying new


Electronic Transactions from Web Servers
Java (required for DIBS development

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For a Solution Provider to be Certified to fully sell, deploy, build and support the NCR NDC Enterprise

solution, all of the appropriate training must be completed:

Level 1 Associate – Sales/Pre-Sales Training

Level 2 Specialist – As Level 1 + Level 1 and 2 Support

Level 3 Master – As Level 2 plus Implementation and Development Services (for authorised partners
only)

NDC Enterprise New Hire Introduction is a series of existing courses grouped together to allow new
hires an introduction to SST hardware and software Suitable for Level 1 & Level 2 Partners

The NDC Enterprise Flow Builder Certification must be taken by all Level 2 Specialist NCR/Partner
technical staff identified as requiring the training. This will include Pre-sales,, PS Consultants, PS
Developers Architects, & Technical Support Staff

The NDC Enterprise Developer Certification will be taken only by Authorised Level 3 Master Partner PS
Developers and Architects. Approval must be sought from SW Product Management prior to this
training being made available via NCRU and a Call Pack for Development Support must be in place or
purchased accordingly.

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Onboarding Investment – NCR NDC Enterprise

All following elements are REQUIRED as a Certified NDC Enterprise solution provider

Partner Profile Scope Billing Investment

CURR1427 NDC Enterprise Sales Certification N/A

Additional Sales Training is also on Seismic,


please ensure you have read and understood
this material in addition to completion of the
above training:-
Level 1 - Associate
NDC Enterprise Subscription Package Sales
Training
Sales Deck
NDCe FAQ
NDCe Video
NDCe Ordering and Configuration

Level 2 - Specialist CURR1038 NDC Enterprise New Hire


Introduction (or prior completion of
CURR927 AANDC Support Certification)

CURR1039 NDC Enterprise Flow Builder


Certification

Level 3 - Master CURR1040 NDC Enterprise Developer


Certification V9 or later

NB if you want to develop your own


Presentation Components please contact
Product Management
[email protected] for approval prior to
commencement of training

Please note – where the Partner is expecting to onboard based on NDC Enterprise and NCR Terminal
Handler certifications, as well as the Level 1,2,3 requirements for the NDC Enterprise certification, the
partner MUST also meet the requirements for the appropriate level of certification for the NCR Terminal
Handler. This is detailed further in the NCR Terminal Handler Solution Authorization guide.

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The Partner Readiness Statement must be completed by Partner/NCR PS/CAM prior to
Project 1 completion & handover to Global Support
CAM should return the completed Readiness Statement to NCR SW Product
Management: [email protected]

Partner Readiness Nominated Nominated Nominated Nominated


for Level 2 Support Resource/Contact Resource/Contact Resource/Contact Resource/Contact
Partner Helpdesk in
place
Level 1 Sales
Training
Level 2 Specialist
Training CURR1038,
CURR1039
NCR CAM

NCR PS Partner
Contact
Solution Assurance
Engaged? Y/N
Project complete
with NCR PS Y/N
Has NCR PS
confirmed this
person is suitably
trained to deliver
future projects

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Document History & Revisions
Change Effective
Version Owner Date Section Purpose of Changes
Date
Margaret Section
1 10/10/2020 Initial Release 10/10/20
Wood Name
2 Zubair Yakub 16/12/2020 Updated with NCR Terminal Handler 16/12/2020
3 Zubair Yakub 10/11/22 General Update 10/11/2022

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Contact us at NCR.com today

NCR Corporation (NYSE: NCR) is a leading technology company that enables, improves and
brings unexpected value to every interaction between consumers and businesses. The global
leader in retail and hospitality POS, and #1 in ATM multivendor software worldwide, we lead
with digital capabilities to enable business transformation, creating software and hardware
wrapped in services that run the entire enterprise for the banking, retail, hospitality, travel, small
business and telecom and technology industries.

Headquartered in Atlanta, Georgia, NCR has over 34,000 employees in 160 countries and
solutions distributed in 141 countries.NCR is a trademark of NCR Corporation in the United
States and other countries.

NCR Corporation
864 Spring St. NW
Atlanta, GA 30308

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©2022
Use and NCR Solely
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