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Upland Software
The Power of Electronic Forms & Workflow Automation to Optimize Dynamic District-Wide Processes
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Your Presenters
Laurie VanDoezelaarAPI by FileBoundPractice Director
Nancy WilliamsRapid City Area Schools
Business Analyst
Donna LaforetAPI by FileBound
Manager, Technical Services
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©2017 Upland Software, Inc.
We provide cloud solutions across the enterprise enabling exceptional customer outcomes in:
+ PROJECT & IT MANAGEMENT
+ WORKFLOW AUTOMATION
+ DIGITAL ENGAGEMENT
About UplandPublicly held enterprise software company with over 2,500 global enterprise customers
Upland Product FamilyPROJECT & IT MANAGEMENT
WORKFLOWAUTOMATION
DIGITAL ENGAGEMENT
+ Lean Six Sigma/Process Excellence+ Project & Portfolio Management+ Professional Services Automation+ Risk Management+ IT Governance+ IT Cost Management+ New Product Development PPM+ Time & Expense Management
+ Enterprise Content Management+ Accounts Payable/Receivable Automation+ Human Resources Automation+ Healthcare Records Management+ Contract Process Automation+ Legal Records Scanning+ Education Workflow Automation+ Government Document Management+ Collaborative Supply Portal
+ Application-to-Person Mobile Messaging+ Mobile & Text Marketing+ Web Content Management+ Website Visitor Analytics & Reporting
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Process Automation+ Easy to design & deploy
+ Drag and drop
+ Inline integrations
+ Robust capability
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Forms Creator & Forms Portal+ Easy to design & deploy
+ Controlled access
+ Responsive
+ Offline
+ Built in analytics
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End User Interaction For Approving InvoicesWorkspace
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Analytics+ Configurable
dashboards
+ Out of the box
+ Intelligent insights
+ Comprehensive
+ Real-time productivity
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Mobile
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Customer Use Case
+ Rapid City Area Schools+ 28 Schools+ 13,320 Students
Nancy WilliamsBusiness Analyst
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Reviewed CUM Folders
Designed Buckets
Identified Rights
How We Got Started
API Customer since 2012
Met with Assistant
Superintendent and IT Director
Met with High School
Registrars
Installed Software and
Scanners
Outlined Goals & Provided
Training
Rewrote policy
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-Rapid City Area Schools
“…looked at ways to eliminate paper andstreamline processes in the district foryears. Using API solutions, we are movingtowards our goal of a paperless district.”
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Manual Paper Routing
Lost Time & Increased Costs
Processing Bottlenecks
+ +Lack of Process Visibility
+
Rapid City Area Schools
Workflow Challenges
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Rapid City Area Schools | Workflow
+ Time Savings
+ Information pre-filled using Student or Employee Record
+ Required information is filled out
+ Routing is correct
+ Reportable
+ Available to public and internal
+ Exports to OptiView
BENEFITS
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Rapid City Area Schools ExamplesExternal+ Bus Request+ Family Access Request+ Request for Records+ Food Service Refund
Internal+ Employee Contracting+ App Request + Capital Outlay+ Capital Project+ Pre-Travel Request+ RtI+ IT Orientation+ And more!
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Rapid City Area Schools | OptiView
+ Integration to SIS
+ Reduction of paper
+ Time Savings
+ Student Records Readily Available
+ CUM Folders “Shuffle” Eliminated
+ Access From Computer Based on Security
+ Integrates with Excel
BENEFITS
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Student Information Tabs
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Skyward Integration
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Demo
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Thank you!For more information please contact:
Laurie [email protected]