integration with document imaging solutions presented to

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Integration with Document Imaging Solutions Presented to

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Page 1: Integration with Document Imaging Solutions Presented to

Integration with Document Imaging SolutionsPresented to

Page 2: Integration with Document Imaging Solutions Presented to

About ATSAbout ATS

Founded in 1996

Information Technology Firm

56 Technology & Business Professionals

Offices in Castle Hayne, NC and Tallahassee, FL

33 Systems Operating in 14 States

Billing over 1,060,000 Utility Customers

Average Size Utility: 30,000 Customers

Focus on Electric Cooperative Utilities

October 2005, ATS Advisory Committee Founded

Outstanding Strategic Business Partners

Page 3: Integration with Document Imaging Solutions Presented to

Integration and Integration and ATSATS

ATS has forged many relationships with strategic

business partners who offer best in class services to

our client base. ATS’s philosophy has always been

to provide world class CIS, FIS and GIS

applications and partner up with great companies

for the other services which electric utilities seek.

Page 4: Integration with Document Imaging Solutions Presented to

Integration and Integration and ATSATS

We are currently developing an exciting new

seamless integration with various Document

Imaging Systems. OpenOne users will be able to

access documents with a mouse click. Users will

see a documents node on several interfaces within

the applications that will list the available

documents based on the configured indexing

scheme of the Document Management System.

Page 5: Integration with Document Imaging Solutions Presented to

Integration and Integration and ATSATS

Based on the capabilities of the Document

Management system we can implement the ability

to directly scan a document into the Document

System right from the OpenOne System and assign

all of the appropriate index values in the document

management system.

Page 6: Integration with Document Imaging Solutions Presented to

Integration and Integration and ATSATS

ATS has developed a data bridge access point to

compile a list of documents stored within the

document management system display them in the

OpenOne System seamlessly, without the user

having to leave the ATS Suite of applications.

Page 7: Integration with Document Imaging Solutions Presented to

Integration and Integration and ATSATS

For example, in our Member Browser, we have

created a new tab labeled Documents. This tab

displays all pertinent member documents.

Page 8: Integration with Document Imaging Solutions Presented to

About ATSAbout ATS

Page 9: Integration with Document Imaging Solutions Presented to

Integration and Integration and ATSATS

Other areas of the application which we are working

on to deliver this feature are the Account Browser,

Service Browser, Service Order Browser, Accounts

Payable form, Employee Maintenance form,

Inventory Receipts form, and the Bank

Reconciliation form.

Page 10: Integration with Document Imaging Solutions Presented to

Sample AP Process Flow:

Page 11: Integration with Document Imaging Solutions Presented to

Integration and Integration and ATSATS

There is a finite number of documents which

currently may be scanned and displayed. As the

feature evolves, other documents will be added,

based on customer request.

Page 12: Integration with Document Imaging Solutions Presented to

Integrated Content Management & Workflow Solutions for

Electric Cooperatives Nationwide

Brandon BogueAccount Executive

Copyright 2008 Perceptive Software | The documents you need. Now.

ImageNow by Perceptive Software

Page 13: Integration with Document Imaging Solutions Presented to

Perceptive Software

Enterprise content management software + solutions 2,400 organizations in 45 countries Founded in Kansas City in 1995 Offices in London, the Netherlands, Singapore + Sydney 10-year compound annual growth rate of more than 40% One of the 10 largest ECM companies in the world

© 2009 Perceptive Software

Page 14: Integration with Document Imaging Solutions Presented to

Source: Gartner Dataquest Market Statistics

Strong company growth

Of the top ten global ECM providersPerceptive is the fastest growing.

© 2009 Perceptive Software

Page 15: Integration with Document Imaging Solutions Presented to

What does Document Management solve?

Copyright 2008 Perceptive Software | The documents you need. Now.

Improved service to customersImproved service to customersQuicker response time to inquiriesIntegration to all your ERP/CIS systems

Streamlined business processesStreamlined business processesInstant Access to documents(Public & Private)Automation via Workflow

Reduced storage and office supply costsReduced storage and office supply costsNo more manila folders / cabinetsSavings on Paper – Ink – StaplesBetter adherence to green initiatives

Page 16: Integration with Document Imaging Solutions Presented to

Copyright 2008 Perceptive Software | The documents you need. Now.

What does Document Management solve?

Copyright 2008 Perceptive Software | The documents you need. Now.

Enhanced collaboration between departmentsEnhanced collaboration between departments•Utilizing Workflow to route documents•Document Control (Check In/Out)

Strengthened data securityStrengthened data security•Secure access to documents•No loose paper floating around office•Redaction and annotation tools•Support of continuity of operations

Elevated staff productivityElevated staff productivity•Efficient control methods – no need to leave desk•Manage documents directly within select applications

ImageNow Workflow Designer

Page 17: Integration with Document Imaging Solutions Presented to

What does ImageNow do?

Structured Data Unstructured Data

ImageNow manages the capture, storage, and retrieval of unstructured data:

PDF Document

Photos & Pictures

Microsoft Word &

Excel

Faxes

Scanned Documents

Email Messages & Attachments

Web-form Contents

Graphic Images

Paper Copies

System Reports

Data Records / Applications Related “Objects”

Page 18: Integration with Document Imaging Solutions Presented to

Configurable Processes / Solutions

Government HealthCare

Energy &Utilities Education

AccountsPayable

HumanResources

Enterprise Applicability

Broad ECM Functionality

Capture RIMWorkflow /

BPMImagin

gE-forms

Doc Mgmt

Enterprise Architecture

Scalability

Availability StandardsPerformanc

eIntegratio

nSecurity

Page 19: Integration with Document Imaging Solutions Presented to

Products: innovative ECM functionalityDocument ImagingDistributed captureAutomated indexing/linkingAdvanced content extractionHigh volume & ad-hoc capabilities

eFormsPowerful forms designerStandards-based formsEasy portal integration

WorkflowUser-friendly WF designerNatural-language rules engineDocument & Task-based styles

Document ManagementEffortless version controlRobust search optionsGranular document securityPlug-ins for content authors

Records and Information ManagementIntuitive retention policy adminAutomated dispositionsSecure legal/audit holds

© 2009 Perceptive Software

Products

Page 20: Integration with Document Imaging Solutions Presented to

Solutions: solving business process challenges

© 2009 Perceptive Software

Human Resources•Employee Management•Employee Recruitment•Employee Onboarding•HR Audit

Contract Management•Contract Origination•Contract Renewal Workflow

Expense Processing•Travel and Expense•P-Card Processing

Invoice Processing•Invoice Processing•Electronic invoice processing•Advanced Invoice Processing

Procurement•Requisition Processing•P.O. Processing

solutionsproductsplatform

Page 21: Integration with Document Imaging Solutions Presented to

Los Angeles

Singapore

Sydney

Kansas City

New York

London

Perceptive Software ECM solution - ImageNow

© 2009 Perceptive Software

Give users instant access to documents they need Regardless of application, platform, geography or format Directly from familiar business applications such as ATS At a fraction of the time and expense

Page 22: Integration with Document Imaging Solutions Presented to

applications processes

people

content

Making the connection

© 2009 Perceptive Software

Page 23: Integration with Document Imaging Solutions Presented to

Thank you for your time…

Brandon Bogue

[email protected]

Phone: 913.667.8341

www.imagenow.com

Copyright 2008 Perceptive Software | The documents you need. Now.

Page 24: Integration with Document Imaging Solutions Presented to

ATS &ATS &Perceptive SoftwarePerceptive Software

Questions/Answers