Expand your OnBase Solu3on. Colleen Alber

Transcription

1 Expand your OnBase Solu3on Colleen Alber

2 One Comprehensive Product

3 132 Column Font Encrypted Alpha Keywords Suite for use with SAP ArchiveLink Accelerated Financial Management (AFRM) Encrypted CD/DVD Publishing Intelligent Indexing ACH Generator Encrypted Disk Groups Kiosk Ad- hoc Scanning for MicrosoQ SharePoint Enterprise Document Lockbox Advanced Capture Reports Medical Records Management Agenda Management Management Mobile Access for Android Phone Enabler Explorer Extensions Mobile Access for BlackBerry Phone AR Management Export Mobile Access for ipad Archive Services for MicrosoQ SharePoint Express Scanning Mobile Access for iphone Authoring Extractor for Data Warehousing Mobile Access for Windows Phone Automated CD/DVD Authoring Folders and File Cabinets Office Business for 2007/2010 Automated CD/DVD Publishing Front Office Scanning Portal Automated Full- Text Indexing Server for Autonomy IDOL Payee Bar Code Generator Full- Text Indexing Server for MicrosoQ Payment Processing Bar Code Server Full- Text Indexing Server for Verity Physical Records Management Batch OCR and Ad- hoc Document OCR HL7 POS Cash Receipts 285+ BPMN Modeler Host Enabler Future Products Branch Capture Image Document Print Business Monitoring Image Segment Archiver Product Programs Business Process Modeling Image Statements Document Imaging Business Rules Engine for Accela Products Community Resources CAD Services for Adobe LiveCycle Server Forms Public Sector Web Access Records Management for Allscripts Homecare Publishing Charge Processing for AutoStore Route to OnBase R4 ACERT Check 21 for Azteca Cityworks RAC Check Image Processor for Biscom Faxcom Records Management COLD/ERM and Input Filters for Datatel Remi\ance Processor for ecopy ShareScan OP Report Mining Content Connector for MicrosoQ SharePoint for Epic Report Mining for Datawatch Monarch Data for Esker Fax Report Services Denial Management for ESRI ArcGIS Security and Network Security Departmental for GE Signature Pad Interface (TWAIN) Desktop Document Imaging for Harland Touché Sales and Service Site Provisioning for MicrosoQ SharePoint Digital Signatures for HP MFP Statement Directory Import Processor for IBM Lotus Notes Storage for EMC Centera Disconnected Scanning for Lawson S3 Storage for KOM KOMpliance Distributed Disk Services for Meditech Storage for IBM Tivoli Document for MicrosoQ InfoPath Server Document for MicrosoQ Outlook 2007/2010 Treasury Document Import Processor for MicrosoQ Search Unity Briefcase Document Knowledge Transfer for Novell GroupWise Unity Client Document for Open Text Fax Server RightFax Unity Forms Document Tracking for Oracle E- Business Suite Virtual Print Driver Document Transfer for Oracle PeopleSoQ Enterprise Web Parts for MicrosoQ SharePoint EDI 810 Processor for Sharp MFP Web Server EDI 835 EOB Processor (HIPAA 5010) for Single Sign- On Workflow EDI 837 Processor (HIPAA 5010) for SoQlinx ReplixFax WorkView EDM Services for the ScanSnap fi- 6010N iscanner WorkView for MicrosoQ Outlook 2007 E- Forms for Visioneer OneTouch XML Index Document Import Processor E- mail Archive for MicrosoQ Exchange for WebDAV XML Tag Import Processor

4 1. Communicate What Agenda 2. Design New 3. Expand Exis3ng

5 The six product categories

6 Capture your documents and data into one system

7 Electronic data & informa3on Paper documents Desk in- trays Remote offices File shares & faxes File cabinets & offsite storage desk Mailroom Mobile Mainframes & data streams Department

8 Capture Process Access Integrate Measure Store your processes

9 Capture Manage Access Integrate Measure Store Manage your documents, processes and data

10 OLD

11 Manage data Manage documents Manage processes

12 Provide easy access to everyone who needs it, wherever they are

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14 Integrate OnBase with your other

15 Screen- level Data- level Enterprise tools Integra3on tools Purpose- built integra3ons

16 Monitor your process and system performance

17 Report Monitor Audit

18 Securely store, protect and destroy your content

19 Protect Secure Retain & destroy

20 Capture Manage Access Integrate Measure Store

21 1. Communicate Agenda 2. Design 3. Expand

22 design example What do you need to capture and in what format? Which processes to improve? Any doc management requirements? Replace any Who needs access to the and on what devices? What do you need to integrate with? What insights do you need to enhance the What security, and disaster recovery requirements are there? Capture Manage Access Integrate Measure Store

23 Accounts Payable example Invoices, POs, packing slips (Paper, EDI, , fax, COLD) Invoice, check, processing & handling AP clerks managers ERP (Lawson, PeopleSoQ, SAP, etc.) Time to pay, bo\lenecks, discounts 7 year reten@on Capture Manage Access Integrate Measure Store

24 Human Resources example W4 (eforms, paper), I9 (paper), employee handbook (PDF), backfile scanning) Onboarding, okoarding, policies & procedures, n Generalists, managers, HRIS Outlook Time to hire & onboard, missing documents HR Records Management, HIPAA and D.O.L. Capture Manage Access Integrate Measure Store

25 {insert answers for the proposed Add document names here Add process and names here Add user names/roles here and which interfaces being used Add names here Add suggested reports here eg. Discounts received Add security, and disaster recovery requirements here Capture Manage Access Integrate Measure Store

26 1. Communicate Agenda 2. Design 3. Expand

27 These categories indicate areas of that will add significant value to every Capture Manage Access Integrate Measure Store Within each category, there are a deliberate set of ques@ons we can ask to build out the roadmap of the solu@on

28 Capture your documents and data into one system Are we capturing ALL relevant Are we capturing as early in the process as possible? Is there any manual data entry we could eliminate?

29 Manage your documents, processes and data Manage Are we ALL appropriate steps and processes? How are the users handling Is data also being managed outside OnBase in excel/access/ / outdated How are signatures and revisions being handled? How are decisions at the end of the process being communicated?

30 Provide easy access to everyone who needs it, wherever they are Is each user using the most appropriate client for their role? Could this benefit from mobile access? Offline access? Are the switching screens between OnBase and other How do people outside the get access to can we improve customer service with self- service access?

31 Integrate OnBase with your other Is OnBase integrated with ALL the related Would the benefit from a two- way data exchange or is Applica@on Enabler more appropriate? Could the users benefit from doing more than document retrieval with AE? Has this customer/prospect seen AE live?

32 Monitor your process and system performance Does the customer have insight into their processes or system performance? Is the customer fully prepared for an audit? How is the customer measuring the ROI of their OnBase system?

33 Securely store, protect and destroy your content Is the fully secure according to their Think: DDS, h\ps How is the customer handling the requirements? EVERY customer will have some kind of requirements!! Are the documents in OnBase protected by copies or another technology?

34 {Real world example use the customer s own solu@on or a customer like them}

35 Capture Manage Access Integrate Measure Store Claims correspondence Membership docs (scan, fax, EDI) Automate data entry (Advanced Capture) forms (paper/ eform) Workflow for correspondence Process forms Doc Centralize case management Web Client Unity Client Extend customer access to forms Access from Claims system Synchronize data between OnBase and Claims system Screen with GNELCO Office Outlook Workflow aging reports Inventory reports Reports Records Management

36 Capture Manage Access Integrate Measure Store All paper docs Docs from clearing house Fax & COLD (capture billing statements from GBAS system) Already many processes Doc Centralized case management Web Client Unity Client Access from Financial system Extend customer service to allow Synchronize data between OnBase and Financial System Screen with Financial system Reports Records Management forms (paper/ eforms)

37 1. Communicate Agenda 2. Design 3. Expand

38 132 Column Font Encrypted Alpha Keywords Suite for use with SAP ArchiveLink Accelerated Financial Management (AFRM) Encrypted CD/DVD Publishing Intelligent Indexing ACH Generator Encrypted Disk Groups Kiosk Ad- hoc Scanning for MicrosoQ SharePoint Enterprise Document Lockbox Advanced Capture Reports Medical Records Management Agenda Management Management Mobile Access for Android Phone Enabler Explorer Extensions Mobile Access for BlackBerry Phone AR Management Export Mobile Access for ipad Archive Services for MicrosoQ SharePoint Express Scanning Mobile Access for iphone Authoring Extractor for Data Warehousing Mobile Access for Windows Phone Automated CD/DVD Authoring Folders and File Cabinets Office Business for 2007/2010 Automated CD/DVD Publishing Front Office Scanning Portal Automated Full- Text Indexing Server for Autonomy IDOL Payee Bar Code Generator Full- Text Indexing Server for MicrosoQ Payment Processing Bar Code Server Full- Text Indexing Server for Verity Physical Records Management Batch OCR and Ad- hoc Document OCR HL7 POS Cash Receipts 285+ BPMN Modeler Host Enabler Future Products Branch Capture Image Document Print Business Monitoring Image Segment Archiver Product Programs Business Process Modeling Image Statements Document Imaging Business Rules Engine for Accela Products Community Resources CAD Services for Adobe LiveCycle Server Forms Public Sector Web Access Records Management for Allscripts Homecare Publishing Charge Processing for AutoStore Route to OnBase R4 ACERT Check 21 for Azteca Cityworks RAC Check Image Processor for Biscom Faxcom Records Management COLD/ERM and Input Filters for Datatel Remi\ance Processor for ecopy ShareScan OP Report Mining Content Connector for MicrosoQ SharePoint for Epic Report Mining for Datawatch Monarch Data for Esker Fax Report Services Denial Management for ESRI ArcGIS Security and Network Security Departmental for GE Signature Pad Interface (TWAIN) Desktop Document Imaging for Harland Touché Sales and Service Site Provisioning for MicrosoQ SharePoint Digital Signatures for HP MFP Statement Directory Import Processor for IBM Lotus Notes Storage for EMC Centera Disconnected Scanning for Lawson S3 Storage for KOM KOMpliance Distributed Disk Services for Meditech Storage for IBM Tivoli Document for MicrosoQ InfoPath Server Document for MicrosoQ Outlook 2007/2010 Treasury Document Import Processor for MicrosoQ Search Unity Briefcase Document Knowledge Transfer for Novell GroupWise Unity Client Document for Open Text Fax Server RightFax Unity Forms Document Tracking for Oracle E- Business Suite Virtual Print Driver Document Transfer for Oracle PeopleSoQ Enterprise Web Parts for MicrosoQ SharePoint EDI 810 Processor for Sharp MFP Web Server EDI 835 EOB Processor (HIPAA 5010) for Single Sign- On Workflow EDI 837 Processor (HIPAA 5010) for SoQlinx ReplixFax WorkView EDM Services for the ScanSnap fi- 6010N iscanner WorkView for MicrosoQ Outlook 2007 E- Forms for Visioneer OneTouch XML Index Document Import Processor E- mail Archive for MicrosoQ Exchange for WebDAV XML Tag Import Processor

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40 Colleen Alber THANK YOU Colleen Alber