Did You Know What You Can Do. Mike LaFortune - SunGard Higher Education

Transcription

1 Did You Know What You Can Do with Banner Document Management age e Suite Mike LaFortune - SunGard Higher Education November 1, 2011

2 Agenda Speaker introductions Scary Statisticsti ti What is BDMS? What can I do with BDMS? Tips and Tricks for Today Looking Ahead Q&A 2

3 Who is this guy? Mike LaFortune Work Life: Product Owner for Content Management 14 years with SunGard and SCT in Higher Education Focuses in document management, workflow, integration, student services and web cms First Georgia Summit: Sept 2000 (#1!) Personal Life: Fabulous, artistic wife and brilliant eight year-old son Surfing, travel, family fun, opera nut Arts and cultural development 3

4 Did You Know? The average knowledge worker spends 40% of their time looking for information the same as was measured in 1940 (Wood Associates) The average executive wastes 150 hours per year looking for lost, misplaced, misfiled or mislabeled documents (Coopers & Lybrand) November 1,

5 Did You Know? Documents cost about $20 each to file (Gartner Research) Documents are copied, either physically or electronically, ll on average 9-11 times at a cost of about $18 (Gartner Research) Misfiled documents cost about $120 each to retrieve (Gartner Research) November 1,

6 What is BDMS? Manages documents from familiar contexts Banner 4, 5, 6, 7, 8, 9. Student, Finance, HR, Fin Aid, Advancement, Workflow, Travel & Expense, Self-Service. Luminis III, IV, 5. Advance (ADM) Evisions and others. Used by 600+ institutions today Lowering costs Simplifying technology management Reducing risk 6

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10 Why do institutions choose BDMS? Baseline delivered integrations Breadth to cover a variety of needs Options to meet evolving needs Deep SunGard and community support 10

11 Why do institutions choose BDMS? Baseline delivered integrations For IT teams: reuse of existing technology, training investments, and reduced total cost of maintenance For business directors: faster adoption, familiar user contexts, reduced training, less IT dependency For staff, faculty, and users: immediate access, faster task completion, less stress and higher morale Leverages major investments t already in place 11

12 Why do institutions choose BDMS? Breadth to cover a variety of needs Configurable to any Banner form Updates Banner document checklists Integrates t with Banner single sign-on and CAS Integrates with Banner HR and Finance security Delivered document collections for Banner products Ability to create document collections for any office 12

13 Why do institutions choose BDMS? Options to meet evolving needs Automated output capture Automated paper capture Workflow and business process management Full-Text Indexing, Retrieval, and Search Web services and http interfaces for customization Connector module for screen integration to any systems 13

14 Why do institutions choose BDMS? Deep SunGard and community support 600+ institutions 10+ years of baseline support and implementations 25 sessions at SunGard Summit subscribers to BDMS Commons Community Community Source Initiative (launching October) Strong, longstanding partner relationships 14

15 Let s See it in Action!

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46 Tips and Tricks for Today Tell me something I didn t know

47 Tips and Tricks for BDMS QuickScan Pro (QSP) AX Reports Management Banner Workflow Self-Service Banner Firefox and interactive web client (IRC) Migrate to Nowhere AX 6.5 Updates BDMS Commons 47

48 Tips and Tricks for BDMS QuickScan Pro (QSP) Brings additional capabilities to batch scanning Replaces AX Image Capture (ScanXtender) as batch client Barcode, OMR, basic zonal OCR support included Indexes docs directly into AX if desired, or can send batches More image cleanup features and scan profile control 48

49 AX Image Capture (AX IC) vs. QuickScan Pro (QSP) AX IC (aka ScanXtender) and QSP are desktop batch scanning clients, that are sold with BDMS and as add-ons to BDMS AX Image Capture QuickScan Pro Batch document scanning Y Y Image cleanup Y* Y Barcode recognition Basic zonal OCR Permanent redaction Automatic indexing (filing) into BDMS / AX Banner Hook Integration ti Y Part of BDMS std bundle Mid-2008 and prior Mid-2008 and after Y Y Y Y * Requires ScanFix component (can add license fee) 49

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65 Tips and Tricks for BDMS AX Reports Management Automatic capture of digital documents and output Letters, bills, reports, transcripts, checks, PO s from Banner Receipt of digital docs from outside sources, such as GAcollege411 / Common App Integration with Evisions FormFusion and IntelleCheck Reduces time and costs of filing, locating, and lost documents Improves customer service you and customer have same doc 65

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68 Tips and Tricks for BDMS Banner Workflow Connect people, p tasks, processes, documents, and tools Start processes automatically from BDMS Add documents to processes and BDMS from Workflow View BDMS documents or folders of documents from Workflow , portal, and worklist notification of tasks and status 68

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72 BDMS links can be added to the Custom Form Activity Course ID

73 One link contextually launches a BDMS Document Course ID

74 Another link can run a Query of documents in BDMS Course ID

75 You can also include a link to add a document to BDMS Course ID

76 Workflow Analyst Setup No IT Required Course ID

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79 Tips and Tricks for BDMS Self-Service Banner (SSB) and BDMS Ability to retrieve or attach BDMS documents from SSB Example provided for Banner Finance within delivered BDMS documentation, using baseline APIs Model can be extended to other SSB needs for faculty, staff, students, and parents 79

80 SSB Integration with BXS continued Course ID

81 SSB Integration with BXS continued Course ID

82 SSB Integration with BXS continued Course ID

83 SSB Integration with BXS continued Course ID

84 SSB Integration with BXS continued Course ID

85 SSB Integration with BXS continued Course ID

86 SSB Integration with BXS continued Course ID

87 SSB Integration with BXS continued Course ID

88 SSB Integration with BXS continued Course ID

89 SSB Integration with BXS continued Course ID

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95 Tips and Tricks for BDMS Firefox and interactive web client (IRC) Plug-in available to support IE/ActiveX for specific URL Migrate to Nowhere (aka Poor-man s Retention) Using AX Archive Wizard to move selected files to temporary holding location prior to deletion Allows safe removal of files no longer needed does require separate db index removal Copy / paste s and attachments from Outlook into BDMS Multiple Document Index (non-admissions / non-fin Aid) Saved and Cross-App Queries (CAQ) from Banner 11gR2 database is supported! 95

96 Tips and Tricks for BDMS AX 6.5 Updates New upgrade and installation process and documentation Move documents and batches to different applications Save rotated image version Thumbnail contact sheet view and reorder pages Delegated user security maintenance Secure write path Reconcile files and indexes 96

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99 Tips and Tricks for BDMS BDMS Commons BDMS Commons Community: Discussions about BDMS, document management, imaging, document processing and related topics Threads, wikis, surveys, and shared documents Updates and article feeds via RSS or customers and SunGard staff 99

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101 Looking Ahead What is on the horizon for BDMS?

102 What is coming for BDMS? Community Source Initiative Luminis i 5 Integration ti Multi-Entity Processing Improvements Document Retention Management Disposition of documents based upon retention rules Legal holds, audit, and compliance Advanced Capture Automation Highly scalable and beyond barcode/ocr/omr Pilot wrapping up now for Invoice Processing 102

103 What is coming for BDMS? MS Office Integration ApplicationXtender v7 Improved User Experience Native 64-bit architecture Additional Full-text Indexing options BDMS 9 Horizon New user interfaces for Banner Replacement of Oracle forms User-Centric Design process and principles 103

104 Summary and Questions What did we just talk about?

105 Summary BDMS For new BDMS family members, BDMS provides: Baseline integration to familiar tools and contexts on campus Breadth and extensibility to meet evolving needs Deep support across SunGard and the Higher Education community For existing BDMS family members, BDMS provides: Automated capture in QuickScan Pro and AX Report Management Workflow and Self-Service integrations New user and admin features Communities for networking, support, and sharing More cool stuff coming soon! 105

106 Questions & Answers 106

107 Thank You! Mike LaFortune SunGard or its subsidiaries in the U.S. and other countries is the owner of numerous marks, including SunGard, the SunGard logo, Banner, PowerCAMPUS, Advance, Luminis, "DegreeWorks," "fsaatlas," Course Signals, and Open Digital Campus. Other names and marks used in this material are owned by third parties SunGard. All rights reserved. 107