upland filebound overview master template 23 feb 2016...©2017 upland software, inc. we provide...

1C o m p a n y C o n f i d e n t i a l

©2017 Upland Software, Inc.

Upland Software

The Power of Electronic Forms & Workflow Automation to Optimize Dynamic District-Wide Processes



Your Presenters

Laurie VanDoezelaarAPI by FileBoundPractice Director

Nancy WilliamsRapid City Area Schools

Business Analyst

Donna LaforetAPI by FileBound

Manager, Technical Services



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



Process Automation+ Easy to design & deploy

+ Drag and drop

+ Inline integrations

+ Robust capability



Forms Creator & Forms Portal+ Easy to design & deploy

+ Controlled access

+ Responsive

+ Offline

+ Built in analytics



End User Interaction For Approving InvoicesWorkspace



Analytics+ Configurable

dashboards

+ Out of the box

+ Intelligent insights

+ Comprehensive

+ Real-time productivity

1 0C o m p a n y C o n f i d e n t i a l


Mobile



Customer Use Case

+ Rapid City Area Schools+ 28 Schools+ 13,320 Students

Nancy WilliamsBusiness Analyst



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



-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.”



Manual Paper Routing

Lost Time & Increased Costs

Processing Bottlenecks

+ +Lack of Process Visibility

+

Rapid City Area Schools

Workflow Challenges



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



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!



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



Student Information Tabs



Skyward Integration



Demo



Thank you!For more information please contact:

Laurie [email protected]

upland filebound overview master template 23 feb 2016...©2017 upland software, inc. we provide...

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