Infolinx Physical Records Management Final Presentation. Broward County. Tim Butler Managing Director, Infolinx January 16, 2018

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1 Infolinx Physical Records Management Final Presentation Broward County Tim Butler Managing Director, Infolinx January 16, 2018

2 Why Infolinx? Technology Functionality Experience Support Cloud or On-Premises Out-of-the box solution 30 years industry experience 8 AM 8 PM help desk Flexible security model API & Web Services Sync PeopleSoft data Thin-client, browser-based Advanced retention notifications User-level reports Meets all function requirements Experienced project management DoD Certified Used by state and local governments nation-wide Cayzu: online support portal How-to videos Training experience Available technical & help documentation

3 What We Deliver Technology Functionality Experience Support Flexible, role-based security Core feature set included out-of-the box Local, state, and federal government experience On-site and remote training SSO/forms authentication Advanced retention & disposition support Records Management best practices Responsive, best-in-class technical support staff Web services Extensive reporting capabilities Compliance DoD , Sarbanes-Oxley, HIPAA Track & submit support tickets online Workflow notifications Bulk update functionality Expert project management throughout implementation 24/7 access to online FAQ Seamless integrations Create color & barcode labels Long-time participant & sponsor of ARMA events Access to resources, documentation, and tutorials

4 Security-Minded Solution Role-based security model supporting forms or SSO like that found in Windows Active Directory or Active Directory Federated Services User Authentication Application can be accessed via either forms or Single- Sign-On (SSO) authentication Security roles, credentials, and associated privileges are managed within the Infolinx application Supports standard password complexity rules including password length, characters required, lifespan, and number of failures until lockout. Data & Application Function Security Restrict views at the table, row, or field level, as well as any function in the application. Table level security prevents access to certain screens. Row level security shows records specific to a user, such as a department or hides deleted boxes or users Field level security hides individual data fields, such as the Schedule Destruction Date for boxes or files Cloud Platform Security Get security features of Infolinx combined with the security resources provided by Microsoft Azure Azure has completed SOC 1 & 2 security audits Encrypted communications with built-in SSL certificate/ https using TLS security Cloud Data Security Data is secured in transit with SSL certificate and encrypted with TDE at rest Data protected via automated backup system, pointin-time restore within 14 days Automatic security patching and built-in anti-virus & anti-malware protection

5 Current Infolinx Applications 350,000 Boxes 200,000 Boxes 450,000 Boxes 2.2M Files 2.3M Health Records Texas State Library and Archives Commission Federal Reserve Bank Missouri State Archives King County Washington Customer since 2015 Customer since 2016 Customer since 2008 Customer since 2005

6 What Our Customers Say Tammi Pusheck Records Management Supervisor wanted to pass along my appreciation from your team and the support they have given us during this migration time. They have been great to work with on all levels! Susan Norrington Manager, Strategic Initiatives Capital Regional District We chose Infolinx because the interface was intuitive and designed with the end-user in mind true thin-client architecture and rolebased security features. Lori Kressin Electronic Records Analyst Infolinx worked with us to develop a much more robust system than we had imagined Our users are excited about the capabilities of our new system. Stacie Barclay Manager of Records, Information and Privacy The customer service has been above and beyond what I anticipated which lends itself to the success we have realized so far.

7 References The following are both references and current state and local government clients of Infolinx

8 Vendor Comments Jane Williamson IT Manager Library of Virginia Because we were consolidating 6 different systems and databases into a single system, the data migration required a good deal of massaging in order to meet our new requirements. This wasn t just a new system installation. Installing Infolinx allowed us to do significant process improvements and data cleansing across multiple departments. Michael Shea Records Center Manager Texas State Library and Archives Commission Infolinx has been one of the best vendor experiences I ve had in my 15 years at this agency. The system they tailored for our needs has more than met our needs. The turnaround time on code issues or repairs is incredibly quick, as they seem as invested in the success of our system as much as we are. Really an excellent vendor.

9 Thank you. We appreciate the opportunity to present our software solution for the Broward County Records Management team thank you for considering us.