“Creating the survey required extensive communication and collaboration with Soliant. Soliant's project team was highly responsive and turned around modifications quickly.”

CSRSI Simplifies Compliance by Bringing New Product to Market

Merchants complying with the formidable Payment Card Industry Data Security Standards (PCI DSS) must fill out an annual Self-Assessment Questionnaire (SAQ). The SAQ can be unwieldy and time-consuming to complete. Rick Heroux of CSRSI, an advisor to the payment processing industry, had an idea: Why not make the SAQ an easy-to-use electronic survey? He turned to Soliant to bring the concept to life.

Soliant and Heroux put their heads together to design an intuitive web application that merchants can easily grasp to complete the correct SAQ with everyday language and detailed glossaries. It also helps merchants achieve compliance by generating policies, procedures and employee handouts, as well as providing near real time reporting of compliance status.

The survey feeds the user applicable questions based upon their previous answers. At the end of the survey the user is presented with the completed SAQ appropriate to their merchant level. The system also presents them with a list of action items for any areas wherein they were not compliant.

Soliant engineers created the software using PHP, MySQL, JavaScript, and FileMaker Pro. The system supports hundreds of ISOs and thousands of users, making CSRSI’s new product a reality in months. It began selling while still in beta version and Rick sees strong growth prospects ahead.

“So far, we’re on track to recover the development costs within 6 months and expect 60,000 users within a year. The ToolKit will become an important part of our business moving forward.”

Rick Heroux

Principal, CSRSI

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