City Clerk Demonstration 4 27 09

Winning Strategies for managing Board Agenda and Minutes Winning Combination Working and Succeeding Together

Interview Agenda Introductions 1 min CES, Inc and Hyland Software Overview 2 min Business Objectives of the Product 2 Min Presentation of Agenda and Minutes 19 Min OnBase Demo Questions and Answers 20 Min

Introductions CES, Inc. • Jameson Nunn, Chief Technology Office • David Vickers, Regional Sales Manager

ces, inc. Company Overview •Established in 2001 •Offices Kansas City, Denver, Springfield, Omaha •Premier document management solutions provider •Over 100 years of combined experience in ECM •Serving 100+ customers throughout the USA •2009 New Denver acquisition, evado solutions

ces customers Insurance / Brokerage Service Personalized Brokerage Services, LLC Banking / Finance / Lending Utilities

ces customers Government Manufacturing

ces customers Health Care Education / Non-Profit

Hyland Software Hyland Software Overview • HQ Cleveland, OH • 8,000+ customers • Unique corporate culture serving 800+ employees • Addressing needs of large & mid-tier enterprises • Serving customers through OnBase Solution Providers that “Bridge the Gap”  Local presence / multi-national reach  Complementary products & services  Industry specialization Products OnBase® ECM solution Integrated, Scalable, Open, Configurable product Vertically-tailored applications driving process efficiencies and improved service at lower unit costs

City Objectives Document Management Solution • City Clerk Department Meeting Minutes City Ordinances Resolutions Contracts Other administrative documents • Community Development Department Master planning Construction permits Inspections Building codes Zoning Special permits Property maintenance GIS data • Expand into Other departments HR Finance Public Safety

Proposed OnBase Modules • Municipal Bundle Multi user server Web server EDM services Microsoft Office Integration  Application enabler Image enable 3rd party applications  Desktop scanning CD authoring Client Access License • Agenda and Minutes Manager Module Batch OCR Public Access Front Office Scanning • Workflow E-Forms

Proposed OnBase Modules • Municipal Bundle Multi user server Web server EDM services Microsoft Office Integration)  Application enabler Image enable 3rd party applications  Desktop scanning CD authoring Client Access License • Agenda and Minutes Manager Module Batch OCR Public Access Front Office Scanning • Workflow E-Forms

Agenda and Minutes Submit Agenda Item/Request

Agenda and Minutes

Agenda and Minutes New Item in Submitter’s Queue

Agenda and Minutes Modify, Add Supporting Documents, Delete, Submit

Agenda and Minutes Submitted Item now in Review Workflow Agenda Administrator View Agenda Item Review Queues Such as Finance, Legal and Clerk queues

Agenda and Minutes Clerk Approval Places Item on Meeting Agenda

Draft Meeting Agenda E-Form Doc Comp for Word Draft Convert to PDF for Published Agenda

Published Agendas on Web Site

Proposed OnBase Modules • Municipal Bundle Multi user server Web server EDM services Microsoft Office Integration)  Application enabler Image enable 3rd party applications  Desktop scanning CD authoring Client Access License • Agenda and Minutes Manager Module Batch OCR Public Access Front Office Scanning • Workflow E-Forms

DEMO: OnBase

Winning Combination: Hyland & ces, inc. Outpacing the Growth of the Market Strong, Consistent Financial Performance Integrated, Comprehensive, Scalable, & Modular Configurable, Rapidly Deployable Solutions Lower Total Cost of Ownership High Customer Satisfaction

OnBase Difference Comprehensive, Integrated, Modular Solution Out-of-the-Box Configurability Ease of Integration Open, Secure & Scalable Architecture Rapid Deployment Low Cost of Ownership: Choices of Hosted, - On-Premise and/or Mixed Licenses

Wrap Up David Vickers Sales Director Manager Regional Sales 140 Phone: 816.421.2011 ext. 204 Fax: 815.301.9501 Mobile: 913.915.8184 E-mail: davidv@ces-inc.com

City Clerk Demonstration 4 27 09

by dvickers2000

Accessibility

Categories

Upload Details

Usage Rights

2 Embeds 5

Statistics

City Clerk Demonstration 4 27 09 Presentation Transcript

http://www.slideshare.net	3
http://www.linkedin.com	2