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Smart Technology Overview

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Learn what smart technology is and how it can help your business. An architectural overview of the products that make up RJS Smart Technology (WebForms and WebDocs) and how the technology is being …

Learn what smart technology is and how it can help your business. An architectural overview of the products that make up RJS Smart Technology (WebForms and WebDocs) and how the technology is being deployed in Accounts Payable and Human Resources, and other areas where this unique forms management solution may be useful.

Learn more about WebForms or request a live demo: http://www.rjssoftware.com/Products/Catalog/WebForms/

Learn more about WebDocs or request a live demo: http://www.rjssoftware.com/Products/Catalog/WebDocs/

Published in: Business, Technology

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  • 1. Presented by : Greg J. Schmidt Senior Sales Engineer RJS Software Smart Technology Overview SMART Technology By RJS Software
  • 2. • What is the RJS SMART Technology and how it can help in a business process • What products are part of SMART Technology • How SMART Technology works within Human Resources • Q & A Agenda
  • 3. What is the RJS SMART Technology and how can it help in a business process?
  • 4. SMART Technology is a way to eliminate using paper in a process by collecting new data or using existing data in a web form that can be routed for approvals, signatures and distribution.  Eliminate the need for paper based forms and become more eco-friendly.  Make your organization more efficient and green.  Automate business processes by feeding information directly into your systems. What is the RJS SMART Technology and how can it help in a business process?
  • 5. A Look Inside The Technology
  • 6. Users and Workflows ERP and LOBS The SMART WebForms Technology
  • 7. Inside The SMART WebForms Technology ERP or Database data is collected to populate web form or data can be used to validate captured fields and any matching that happens in ERP. Captured image is saved to WebDocs and then routed in web form to desired workflow inbox for approvals or GL coding. Index/line item detail can be captured and populate Index fields or GL grid. • Index capture • Footer/Header • Line Item Detail Workflow • Built in Routing • Enterprise Workflow (BPM)
  • 8. The SMART WebForms Technology
  • 9. SMART Options for Workflow Different ways WebForms can work with workflow: • Routing built into the form • WebDocs routing (self directed)
  • 10. SMART Technology works in any business process from: • Accounts Payable • Manufacturing/Safety • Sales • Human Resources
  • 11. More SMART Form Examples
  • 12. What products are part of SMART Technology?
  • 13. Products in the RJS SMART Technology WebDocs SMART Reporting WebForms Workflow iForms SignHere
  • 14. The Core of the Solution Document Management Process Management Forms Management
  • 15. Document Management Process Management Forms Management SMART Technology SMART TECHNOLOGY  Paper  Electronic  Email  Fax  Video  Audio  Drawings  Internal  External  Process Based  Simple Data Capture  Data Integration  Linear Routes  Advanced Routes  Notification  Signatures  Approvals
  • 16. How SMART Technology works within Human Resources
  • 17. Turn Paper Process into Electronic Process in the Human Resources Department • NO MORE PAPER • Enforce business rules when filling out forms • Enforce the business process • Connect business systems together
  • 18. Capture Approval Manage Packet Generation Signature Capture Archival The SMART Process Layers LOBS Integration Paper Electronic WebForm LOBS W4 I9 Direct Deposit Insurance Forms Health Club Other Federal and State Forms SMART Link WebDocs/Forms Management WebDocs/Forms Management Application Integration
  • 19. Automated Packet Creation Process W4 I9 Direct Deposit Insurance Forms Health Club Other Federal and State Forms P a c k e t C r e a t i o n Forms Management
  • 20. SMART Reporting Engine
  • 21. SMART AP Report Server WebDocs WorkFlow ERP or Database(s)
  • 22. Data Integration to your Line of Business Systems
  • 23. • Output to any usable format like CSV, XML, etc ... so your LOBS Import can import the data directly into the system to eliminate manual entry of data. • RJS can also integrate directly to your ERP or Line of Business System or into the EDI Data Stream. HR System/ Staging Database SMART Link Export to HR System STOP REKEYING DATA
  • 24. DEMO Application to onboarding process
  • 25. The Process – Employment Application to Onboarding • Online employment application filled out by applicant. • Data pushed to database. • Application saved to WebDocs and managed. • Forms submitted to workflow process and notification sent.
  • 26. The Process – Employment Application to Onboarding • HR opens form from workflow inbox and reviews application – Contact for interview (YES) (NO) Letter Generated Applicant Notified of Interview If NO, letter generated explaining why. (iForms) If YES, HR contacts applicant for interview.
  • 27. The Process – Employment Application to Onboarding • Applicant in office for interview. – HR opens application form and launches into the internal view • Applicant rating scorecard form is filled out by manager. – If FAIL, then applicant is released – If PASS, then applicant is hired Routed to Manager. Routed back to HR after completed.
  • 28. The Process – Employment Application to Onboarding • Onboarding form is then launched. • Data filled out and Packet is generated with iForms for Employee to update and sign. iForms Signature captured and placed on packet of documents. Documents Captured to WebDocs and printed.
  • 29. Employee Warnings and Performance Appraisal Checked in, Routed and Managed by WebDocs.
  • 30. Employee Warnings HR Database
  • 31. HR Database Testing Center • Send Test to Applicant or Employee • Test is completed • Results Reporting Screen • Reschedule Test
  • 32. Implementation Methodology Why we are successful!
  • 33. Implementation Methodology RJS Software projects are divided into discrete phases that permit easy identification of the tasks, dates and resources within each phase. The start and completion dates of each phase are milestones for communication of the current project status. Project Management Successful projects require planning and control. A key part of the our implementation process is the planning, staffing and management of each project. For each project, RJS will assign a Project Manager. The RJS Project Manager will be the primary customer contact for the implementation.
  • 34. Questions and Answers
  • 35. Learn More Contact: Greg J. Schmidt RJS Software Systems greg@rjssoftware.com 888-RJS-SOFT or 952-736-5800

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