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This is your desk on paper. This is your desk on Perceptive Software products. © 2014 Lexmark International, Inc. All rights reserved.
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Perceptive Content (ImageNow) Overview Peter Hine Manager – Imaging & Workflow University IT Services Carla Hefner Solutions Manager Nathan Wust Technical Manager
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Product Platform Overview USERS Put processes and content in the context of your enterprise applications YOUR ENTERPRISE APPLICATIONS Capture and extract data through imaging, e-forms and intelligent capture technologies Manage all forms of content through their entire lifecycle Discover, design, execute and improve business processes Search, find, extract, analyze and use the precise information needed A strong technical foundation for today, and a complete system for future growth © 2014 Lexmark International, Inc. All rights reserved.
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Enterprise Content Management Functionality Document Management Document Imaging • Distributed capture • Automated linking • Content extraction • MS Office plug-in • Robust searching • Document security • Digital signatures Records and Information Management solutions products platform • Retention policy admin • Automated dispositions • Legal/audit holds eForms • Standards-based forms • Easy portal integration • Customize based on user role Workflow • User-friendly WF designer • Powerful rules engine • Task-based and document centric styles © 2014 Lexmark International, Inc. All rights reserved.
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Higher Education Solutions Administration Perceptive Software Solutions • • • • • • • 3 • • • • • Contract Management President’s Office Sponsored VP Offices Research Executive Meetings Grants & Contracts Correspondence Processing Research Policy Administration Information Technology IT Administration IT Development Advancement Perceptive Software/ Solutions Donor Management Development Gift Processing Alumni Affairs Proposal Management Foundation Events Management Endowment Management 4 Student Services Perceptive Life Software Solutions • Residential • Dining Services Housing Assignment • Health Clinic Facilities Maintenance • Judicial Affairs Academic Advising • Facilities Student Health • Student Affairs Disciplinary Action • Student Organizations • Campus Safety & Police • Disability Services 5 6 • • Accounts Payable Perceptive Software Solutions Procurement Processing Invoice Processing Requisition Processing Expense Report Processing Invoice “Scan & Link” Processing Automated Invoice Processing Advanced OCR Invoice Processing Travel & Expense Check Capture 7 • • • • • • Athletics Perceptive Software Solutions Compliance Advancement Athletics Compliance Recruitment Athletics Advancement Coaching Recruiting Events Coaching Ticketing & Events 7 Human Resources Perceptive Software Solutions 2 • Recruitment • HR Onboarding Business Partners • Payroll Employee & Manager Self• Employee Service Relations • Compliance Employee Management • Audit • Faculty Credentialing • Search Committee Enrollment Services Perceptive Software Solutions • • • • • • Undergrad AdmissionsAdmission Evaluation Graduate TranscriptAdmissions Processing Financial Aid Awarding Registrar Student Records Student Financial Graduation Audit Services (Bursar) Billing & Collections • • • • • 6 4 3 1 2 5 1 © 2014 Lexmark International, Inc. All rights reserved.
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Perceptive Content (ImageNow) Overview CAPTURE ORGANIZE PROCESS RETRIEVE © 2014 Lexmark International, Inc. All rights reserved.
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CAPTURE Scanned Documents File Import EDI Data Extraction E-Mail Microsoft SharePoint Faxes ImageNow MFPs Microsoft Office E-forms © 2014 Lexmark International, Inc. All rights reserved.
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ORGANIZE © 2014 Lexmark International, Inc. All rights reserved.
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PROCESS © 2009 Perceptive Software © 2014 Lexmark International, Inc. All rights reserved.
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RETRIEVE © 2011 Perceptive Software © 2014 Lexmark International, Inc. All rights reserved.
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Perceptive TransForm Designer | Easy Form Design • Intuitive & Simple UI • Drag & Drop form development • Rapid design while retaining the look of its paper counterpart • Import from PDF or Design from scratch • Creates Forms which can be locked, signed and versioned • Functions include:  Formulas  Validations  Customizable Events and Commands © 2014 Lexmark International, Inc. All rights reserved.
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TransForm | Online “iFiller” • Server application for online browser-based form access. Has the following support when accessed via web browser: • Browser Support: • • • • • IE Safari Opera FireFox Chrome • OS Support: • • • Windows OS X Linux • Mobile & Tablet Support: • • iPhone iPad • Native AJAX + XHTML • No Plugins + Client-Side JAVA Requirements © 2014 Lexmark International, Inc. All rights reserved.
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TransForm | Cross Platform + Browser Support Safari iPad iPhone IE7 • Forms only need to be designed once • Forms are rendered the same across supported OS, web browsers or device type • Includes enhanced smartphone and tablet display • Full touch -based UI for quick access to forms within a mobile or tablet experience © 2014 Lexmark International, Inc. All rights reserved.
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Dashboard through IN Explorer © 2014 Lexmark International, Inc. All rights reserved.
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Transcript Processing Today Evaluating transfer credits is data intensive Manual data entry is time consuming and can produce costly errors. Multiple disjointed processes Time consuming – students have to wait for information © 2014 Lexmark International, Inc. All rights reserved.
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Intelligent Capture for Transcripts Overview College High School “cloud”  “could” 1. Automatically classify and sort various transcript types and formats. 2. Capture data without defining templates, zones or anchors. 3. Reconcile captured data against SIS/ERP Military 4. Rich verification includes on-demand search for institutional and student data. © 2014 Lexmark International, Inc. All rights reserved.
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What is Perceptive DataTransfer?  A multipurpose batch data load utility  Also called an ETL (Extract – Transform – Load tool) TRANSFORM EXTRACT LOAD  Currently in use by over 150 clients to load data such as applications, test scores, personnel data and transcript information into host systems. © 2014 Lexmark International, Inc. All rights reserved.
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What can it do?  Batch load data from numerous sources (like those text files or database tables) into various host systems with speed and accuracy Configurable Bi-Directional Massage and Verify  Batch load documents by importing and index/linking into Perceptive Content Systems  DataTransfer can setup to scan a system folder, database table or SFTP site for data loading on an automated recurring schedule © 2014 Lexmark International, Inc. All rights reserved.
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eAuthorize Benefits  Remove barriers to signing  No more manual document handoffs  Eliminate delays and manual processing  Know where things stand  Complete and instant visibility  Proactive status notification  Eliminate legal challenges  Complete audit trail for every signature  Fully compliant with ESIGN Act, UETA and EU Directive on Electronic Signatures  Get it right the first time  Ensures accuracy and legibility  Eliminates mistakes and rework © 2014 Lexmark International, Inc. All rights reserved.
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eAuthorize Knowledge Based Authentication - Overview  What it is • • • Additional functionality within eAuthorize Additional (optional) verification of a signer’s identity Signer inputs personal information and then must correctly answer 3 personal questions  What it does • • Further validates the authenticity of a signer Ideal for sensitive documents  What it means • • Ability for us to comply with Dept. of Education e-sig standards Ability to offer electronic signatures for Financial Aid forms © 2014 Lexmark International, Inc. All rights reserved.
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eAuthorize Knowledge Based Authentication - Overview  What it is • • • Additional functionality within eAuthorize Additional (optional) verification of a signer’s identity Signer inputs personal information and then must correctly answer 3 personal questions  What it does • • Further validates the authenticity of a signer Ideal for sensitive documents  What it means • • Ability for us to comply with Dept. of Education e-sig standards Ability to offer electronic signatures for Financial Aid forms © 2014 Lexmark International, Inc. All rights reserved.
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KBA in Action © 2014 Lexmark International, Inc. All rights reserved.
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Kofax Capture  Kofax Capture™ automates and accelerates business processes by capturing all types of paper and electronic documents and forms, transforming them into accurate and actionable information, and delivering it all into core business applications, processes and workflows.  Whether information is on paper or in electronic files, parked at a central office or scattered on desktops and remote offices throughout the world, Kofax Capture can help capture it all. © 2014 Lexmark International, Inc. All rights reserved.
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Kofax Capture - Overview  Speeds processing  Paper and electronic documents are provided consistent rules for indexing and delivering them to ImageNow for quicker processing  Improve Data Accuracy  Advanced recognition technologies with industry leading extraction rates can capture all types of text, including machine print, hand print and cursive handwriting  Process Ready  Patented Kofax VRS technology can intelligently clean, rotate, crop and deskew documents before data is extracted and delivered into business processes © 2014 Lexmark International, Inc. All rights reserved.
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Kofax Capture - Benefits  A Single Solution for Information Capture  Kofax Capture is a powerful, flexible platform that provides a standard and consistent process for securely capturing all types of information  Capture at the Point of Origination  The initial receipt of a document is also the initiation of a process or transaction. Kofax enables organizations to capture this content directly where documents are received  Capture Documents, Data, and More  Kofax Capture delivers the foundation for powerful, production level capture of documents and data from virtually any source: scanner, multi-function printer, print stream, email, fax, web service or file folder © 2014 Lexmark International, Inc. All rights reserved.
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Kofax Capture - Features  Scalable for Growth  Kofax Capture is an enterprise ready, modular application that can be used right out of the box to meet the capture needs of a specific department  Customizable to Meet Your Needs  Kofax Capture can be tailored to support precise business processes © 2014 Lexmark International, Inc. All rights reserved.
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Kofax Capture - Process  Create a Batch  Scan or retrieve your documents  Index the documents  Student and Employee information is available from ISIS and BASIS  Indexing information can be standardized with drop-down lists or database lookups  Verification is available  PDF Generation is available  Export into ImageNow © 2014 Lexmark International, Inc. All rights reserved.
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