CardEasy scoping questionnaire

Thank you for your interest in CardEasy.

In order to help us understand your environment and make recommendations to suit your business requirements, please can you take the time to complete and submit this scoping questionnaire.

You do not have to complete the whole form in one go - you can save it by clicking the 'save' button at the bottom of the form and come back to it as many times as you like before sending it to us.

Clicking ‘next’ at the end of each page takes you to the next page, clicking ‘save’ will save your submission so you can come back to it later. Saving is advised, which requires an easy registration with JotForm. You can use next and back to move between the pages and it will remember your answers if you’re still in the form, but we recommend you save as you go along.

If you don't have the relevant information or cannot answer a particular question, then you can either leave the question blank or select 'not applicable' as an answer. Once you've completed the survey, we will be in touch with you directly to discuss next steps.

Should you have any queries regarding the questionnaire, please do not hesitate to contact your CardEasy sales representative.

Name

First NameLast Name

Company name

Email

example@example.com

Phone Number*

Country CodeArea CodePhone Number

Job role / position

Do you already have a budget agreed for this project?

YesNo

How soon are you looking to select a vendor for this project?

Next three monthsThree to six monthsSix to nine monthsMore than nine months

How many contact centers do you have?

Where are they geographically located?

How many contact center agents do you have in total that require the ability to process mid-call card payments in a PCI compliant manner?

On average how many card payments or transactions are processed by your contact centers per annum?

What type of bearer technology do you have at each location?

SIPISDNSIP + ISDNOther

Is each call center location independent from a telephony point of view or centralized?

IndependentCentralized

What is your peak concurrent call capacity, either at each location or centralized?

Which telco is providing your ISDN and / or SIP?

If your bearer technology is SIP, which SBCs (session border controller) are used within your environment?

Are your SBCs managed by your organization or by a third party service provider?

By our organizationBy a service provider

Are you looking to remove the SBCs from PCI DSS scope?

YesNoDon't know

Please can you provide a detailed voice network diagram.

Which contact center platform is used by each location (e.g. Avaya, Cisco, Genesys etc)?

Is this on-premise or hosted?

On-premiseHosted

Do you have home-workers and/or outsourced contact centers?

YesNo

If yes, how are calls routed to them?

Calls are routed via our contact center platformCalls are routed directly to the outsourced contact center platformDon't know

Do you have call recording?

YesNo

Is your call recording solution on-premise or cloud-based?

On-premiseCloud-based

Do you have screen call recording?

YesNo

Is your screen recording solution on-premise or cloud-based?

On-premiseCloud-based

Which Payment Services Providers (PSPs) or Tokenization Service Providers (TSPs) do your contact centers use for credit/debit card payments?

Which systems are involved in the payment workflow within your contact centers? (e.g. Thin client / Thick client / Web client / Green screen via terminal emulation)

What is the nature of the interaction between your business systems/CRMs and your PSPs/TSPs(e.g. direct server to server API, Virtual Terminal, Hosted Payment Page, iFrame)?

What is the submission client/method currently used (e.g. SDK, API (.NET, Java), SOAP, XML?

Which internet browser and version is used by your contact center agents?

Is your agent desktop environment Windows or other?

WindowsOther

Is any form of desktop/application virtualization used (e.g. Citrix, Xen desktop, Xenapp)?

YesNo

Customer details

Scoping questions