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Transcript of Www.docfinity.com Copyright C. Grier Yartz 2005. This work is the intellectual property of the...
www.docfinity.com
Copyright C. Grier Yartz 2005. This work is the intellectual property of the author.
Permission is granted for this material to be shared for non-commercial, educational
purposes, provided that this copyright statement appears on the reproduced materials and
notice is given that the copying is by permission of the author. To disseminate otherwise or
to republish requires written permission from the author.
www.docfinity.com
Achieving Organizational Efficiency through Automated
Workflow
C. Grier Yartz
Director of Sales
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www.docfinity.com
Components of EDMS Systems
*Imaging
*Workflow
*COLD-ERM
*XML & Electronic Forms
*E-mail Manager
*Electronic Signature
*Barcoding Index
* Browser-based Web Client
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Workflow: who benefits?• Administrative
Information Services
• Admissions/Enrollment
• Alumni Relations
• Accounting Departments
• Campus Police Services
• Development
• Financial Aid
• Human Resources
• Medical Centers
• Physical Plants
• University Libraries
…and more…
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Benefits of Workflow• Automates routine business processes
• Allows users to electronically mirror these processes
• Enables automatic routing of scanned documents, COLD reports and PC files
• Provides enterprise-wide electronic document distribution
• Enhances customer services
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•Maximizes efficiency
•Decreases processing time
•Enables instant access to information
•Increases staff productivity
•Aids in disaster recovery
•Facilitates regulatory compliance
…more benefits
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Technical Advantages of DocFinity WorkflowInteroperability and Seamless Integration with Other Vendors’Software and Existing Infrastructures
* PeopleSoft Accounting Software
* Edgewater SunGard BST
* Existing Legacy Systems
* In-house Developed Systems
…and more…
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Content Sharing
* Within departments
* Interdepartmental
* Campus-wide
* Between main & satellite campuses
…advantages, continued…
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Proactive Movement of Information
* Flows documents to the right person at the right time
* Parallel distribution means no long waiting times
* Automatic flowing of information ensures that no steps are missed
•Application of user rights guarantees secure flowing of sensitive information
…advantages, continued
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…advantages, continued
Open Architecture
* Cross-platform structure ensures:
* Flexibility
* Reliability
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Customer Testimonials
“With respect to document handling, we’re doing more work, faster and with less staff.” The Pennsylvania State University
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Customer Testimonials
• “The real benefit is being able to find a student file faster from anywhere. The document system enhances our services to students and college offices.” The Ohio State University
Jeff White, University Retail Services Manager
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Business Activity Monitoring (BAM)
The DocFinity Dashboard/Statboard
* Monitoring system performance
* Forecasting/projecting ahead
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www.docfinity.com
The 3 Major Parts of DocFinity Workflow
*The Workflow Designer(designing flows, jobs, steps, & tasks)
*The Workflow Server(manages all jobs flowing through the system)
*The Workflow Client/Flash Workflow Client
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A Simple Flow
•Student completes XML application form on the web
•Paper applications are barcoded on arrival and enter the system
•Applications are routed to the mainframe and become entries in computer reports
Supporting documentation is associated to correct applications automatically
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A simple flow
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Workflow query
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A moderate flow
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A complex flow
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Dashboard – Monitoring System Performance
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Statboard
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1. Case Study: Penn State’s Office of Development & Alumni Relations
The challenge: lots of paper; many repetitive manual steps; manual Checking and keying of gifts
The goal: to make the labor-intensive, manual gift processing more efficient
The solution: integrated OCR scanning, DocFinity workflow, and document storage to achieve maximum automation
Integration: with existing legacy donor applications
Benefits: quicker processing, fewer errors, faster donor communication
www.docfinity.com
2. Case Study: Ohio State’s Medical School
The challenge: managing the med school application process
The goal: create an automated application process
The solution: DocFinity Imaging, DocFinity Workflow, DocFinity IntraVIEWER, DocFinity HSM, DocFinity Print/Fax ServerWeb-based XML forms trigger downloading of forms and the automated application process
Integration: 3SG and PeopleSoft accounting software
Benefits: efficient handling of forms; improved customer service
www.docfinity.com
3. Case Study: Association of American Medical Colleges
The challenge: numerous incoming medical school applications and supporting documents.
The goal: to manage these documents.
The solution: DocFinity Imaging, DocFinity Workflow, DocFinity Barcode, DocFinity IntraVIEWER
The benefits: reducing costs and storage problems; increasing services to students.
www.docfinity.com
For more information about workflow and otherDocument Management or Business Process Managementtechnologies, please contact:
C. Grier YartzDirector of SalesOptical Image [email protected]
