AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

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AutoData ® ExpertScan with NetE- nable Copyright © 2011 AutoData Systems. All rights reserved.

Transcript of AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Page 1: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

AutoData® ExpertScan with NetE-nable

Copyright © 2011 AutoData Systems. All rights reserved.

Page 2: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

What is AutoData ExpertScan with NetE-nable?

ExpertScan with NetE-nable…

is turnkey software for surveys and forms. ExpertScan creates scannable surveys and forms, automatically processes completed forms, and analyzes responses—giving you three key functions in a single, easy-to-use software package.

You may also distribute the survey or form online via NetE-nable, the optional Web add-on to ExpertScan software.

Page 3: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Why Automate Survey and Form Processing?

Features: ExpertScan helps you expertly design scannable

forms that can be read with an imaging scanner, or create web forms that a participant completes online.

The software picks up responses in handprint boxes, checkmark boxes, comment boxes, and barcodes, capturing the data.

Data from completed paper or electronic Web forms is collected and analyzed by ExpertScan.

Automatic, easy-to-read reports provide data for improved decision-making.

Page 4: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Why Automate Survey and Form Processing?

Benefits: Saves you time: manual data entry and

analysis are significantly reduced or eliminated entirely.

Saves money: personnel can accomplish more in less time; expensive survey/data entry outsourcing can be eliminated.

Quickly gets you accurate, easy-to-understand data for improved decision-making.

Page 5: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

ExpertScan Process OverviewDesign – Publish - Report

@ Dell@ IBM@ Sony

0

0 0 0

Design Form

@ Dell# IBM@ Sony

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0 0 0

Administer Form Scan Form

Verify and EditData (if necessary)

Analyze & Report

DATABASE

0

0

FORM

Data Placed Directly in Database

Page 6: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Automate 3 Key Functions

1. Design your form with a simple software interface.

2. Process completed forms with an imaging scanner, or collect data via electronic Web forms; ExpertScan places data into a Microsoft Access database that it creates for you.

3. Automatically analyze results and create professional, easy-to-read reports.

DatabaseDatabase

Microsoft Access.lnk

Page 7: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignOverview

With ExpertScan’s easy-to-use software interface:

Choose from 5 scannable object types.

Easily create scannable objects using built-in templates (such as SSN or date fields) or

Customize your forms with readily modified pre-defined response scales.

Extensive editing tools make form design and layout quick and easy.

Page 8: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignGetting Started

0 16

3 of the Locators combine to form a hexadecimal Form ID.

0 0 6 = 006

Two locators at the bottom right are hexadecimally embedded with the number of pages in the form.

5 Locators automatically appear on a blank form to aid

with scan accuracy

Title

Page 9: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form Design5 Scannable Object Types

ExpertScan’s Toolbar provides handy point-and-click access to important form design tools.

Handprint (ICR)

Checkmark (OMR)

Comment Capture

Key Entry

Barcode

Page 10: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form Design РΠHandprint Field (ICR)

This dialog box... Creates this ICR object...aaaaaaaaaaaaaa

aa

ExpertScan includes predefined responses such as SSN, Phone, State, Zip, date and time; custom response options; alphanumeric capabilities.

123aMAINaSTaaaaa

Completed boxes look like this...

Page 11: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form Design – Checkmark Field (OMR)

Creates this OMR object...

This dialog box...

The response grid can be circles or squares, and is user-defined.

This is a sample of True/False OMR. Other predefined responses include Yes/No, Good/Poor, Agree/Disagree and Satisfied/Dissatisfied. Custom responses may also be created, either scaled or non-scaled.

Page 12: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignCustomizing Response Elements

Select this toolbar icon...

Type new text...

View on Form:

Page 13: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignCustomizing Response Elements

Predefined OMR object...

Database still reflects 1, 2, 3 1=Dell 2=IBM 3=Sony

1, 2 or 3 appears on-screen and in the database

Customize labels on form:

Changing labels makes the form more readable

Page 14: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignŽ Comment/Image Capture Zone

This dialog box...

Completed field looks like this...

TIFF image stored in a special folder separate from TIFF path.

Creates this vertically scalable image capture frame...

Captures everything inside frame

Page 15: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form Design Key Entry Zone

This dialog box...

Lighting

Captured key entry field...Comments:

Creates key entry frame...

Captures everything inside frame

Key enter data in drop-down box.Database field stores this data...

Page 16: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form Design Barcode

This dialog box...

Creates this object...

*SCANT*

Barcodes can be used to track locations, personnel, customers, departments, or any other category you would like to track in the reports.

Page 17: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignNon-scannable Elements

Allows 5 types of non-scannable elements:

Form title

Section headers

Text (such as form instructions)

Blank spaces

Scalable graphics, including logos

Page 18: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignPutting it All Together

Page 19: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignPutting it All Together

*SCALD*

Key entry

Image/Comment capture

ICR handprint

Form ID (embedded in 3 Locators)

OMRcheckmarks

Page #Barcode

Text Label

Page 20: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignCompleting the Process

After the form has been designed… Save, then print (commercial, professional quality

photocopies, laser or inkjet printer output) and test the form, or Publish it to the Web using NetE-nable.

Distribute the paper forms, and/or email to participants the Internet link that NetE-nable generates (link may also be posted on a website).

Collect completed paper forms or surveys and you’re ready to start scanning, or retrieve the NetE-nable data from the secure AutoData server.

Page 21: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form DesignCompleting the Process (continued)

After the form has been designed… Form design is a one-time event.

Unless the form design changes, no further upfront work is required.

All form fields are tracked:

• Data is accurately placed in the Access database during the scanning process; data from completed Web forms is stored on the secure AutoData server until the NetE-nable retrieval Wizard removes the data from the server and places it in the Access database, where it joins any data collected via scanning paper forms.

Page 22: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Scan & ProcessOverview

ExpertScan software interfaces with TWAIN-compliant scanners.

Scanner must have Automatic Document Feeder(ADF).

Place stack of completed forms in scanner hopper and begin scanning.

Scan and process forms in a single pass.

Page 23: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Scan & ProcessOverview (continued)

Extracts data from surveys or forms using imaging scanner.

Verifies data against established criteria.

Flags questionable data for operator verification.

Creates Access database and automatically places data into your database. DATABASE

0

0

FORM

Page 24: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Scan & ProcessProcess and Verify Forms

Verification occurs during scanning and processing.

Scannable objects are checked for readability and data integrity.

Questionable fields are automatically flagged for operator verification.

Questionable characters are easy to spot.

Data is edited live during the scan session.

Page 25: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Scan & ProcessUnique ICR Technology

Patented SmartMemory™ technology learns different handprint styles over time.

Software grows “smarter” the more it is used.

Operator verification decreases over time because ExpertScan grows more accurate in interpreting handprint.

B E S T

Page 26: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

NetE-nable Process

Participant clicks on Internet link that NetE-nable generates.

Electronic Web form appears and participant completes it online using a mouse.

Participant clicks “Submit” and all data is saved on the secure AutoData server until the ExpertScan software user removes it with the NetE-nable retrieval Wizard.

Page 27: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Data Collection ProcessPlacing Data in the Database

ExpertScan with NetE-nable automatically creates a Microsoft® Access database and places data directly into the database, which may be copied and then used to create any additional custom reports and analysis.

@ Dell# IBM@ Sony

0

0 0 0

Complete

Scan# IBMCaptur

ePlace

DatabaseMicrosoft Access.lnk

Page 28: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Form-Database-Report Relationships

ExpertScan automatically assigns a field name to each scannable element.

Data from completed forms is sent directly to the database when forms are scanned; when forms are filled out online, data is stored on the AutoData secure server until retrieval by NetE-nable.

ExpertScan draws data from Microsoft Access and automatically creates reports.

Data can be exported to a comma-delimited text file and imported into another database program for manipulation, if desired.

Page 29: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

ExpertScan with NetE-nable analyzes your data and creates reports –

You:

• Set time interval and tabulation rules• Select questions to be included in your report• Add any custom (explanatory) text and/or logo • Choose the type of report to be generated

ExpertScan with NetE-nable:

• Creates bar graph, pie chart, trend line and comment capture reports automatically

• Calculates totals, percentages, mean and standard deviation for each question or statement

Data Analysis and Reports

Page 30: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Data Analysis and Reports

Histogram shows frequency of response…

Page 31: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Data Analysis and Reports

And comparison between groups.

Page 32: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Data Analysis and Reports

Trend reports show progress over time.

Page 33: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Data Analysis and Reports

Comment reports capture verbatim comments.

Page 34: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

Data Analysis and Reports

Easy-to-read reports provide “at-a-glance” interpretation of results for timely decision-

making.

Page 35: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

ExpertScan Process Review Design -- Publish -- Report

@ Dell@ IBM@ Sony

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0 0 0

Design Form

@ Dell# IBM@ Sony

0

0 0 0

Administer Form Scan Form

Verify and EditData (if necessary)

Analyze & Report

DATABASE

0

0

FORM

Data Placed Directly in Database

Page 36: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

ExpertScan gives you the ability to:

• Collect data quickly through automation

• Redeploy internal resources to other tasks

• Get fast, accurate feedback on critical issues

• Make sound decisions backed by information

Achieve a fast ROI—we can prove it!

ExpertScan with NetE-nable – The Tool You Need to Succeed

Page 37: AutoData ® ExpertScan with NetE-nable Copyright © 2011 AutoData Systems. All rights reserved.

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Copyright © 2011 AutoData Systems. All rights reserved.

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