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City Clerk  Demonstration 4 27 09
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City Clerk Demonstration 4 27 09

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Agenda and Minutes presentation

Agenda and Minutes presentation

Published in: Technology, Business

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  • 1. Winning Strategies for managing Board Agenda and Minutes Winning Combination Working and Succeeding Together
  • 2. 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
  • 3. Introductions CES, Inc. • Jameson Nunn, Chief Technology Office • David Vickers, Regional Sales Manager
  • 4. 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
  • 5. ces customers Insurance / Brokerage Service Personalized Brokerage Services, LLC Banking / Finance / Lending Utilities
  • 6. ces customers Government Manufacturing
  • 7. ces customers Health Care Education / Non-Profit
  • 8. 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
  • 9. 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
  • 10. 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
  • 11. 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
  • 12. Agenda and Minutes Submit Agenda Item/Request
  • 13. Agenda and Minutes Submit Agenda Item/Request
  • 14. Agenda and Minutes
  • 15. Agenda and Minutes New Item in Submitter’s Queue
  • 16. Agenda and Minutes Modify, Add Supporting Documents, Delete, Submit
  • 17. Agenda and Minutes Submitted Item now in Review Workflow Agenda Administrator View Agenda Item Review Queues Such as Finance, Legal and Clerk queues
  • 18. Agenda and Minutes Clerk Approval Places Item on Meeting Agenda
  • 19. Draft Meeting Agenda E-Form Doc Comp for Word Draft Convert to PDF for Published Agenda
  • 20. Published Agendas on Web Site
  • 21. 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
  • 22. DEMO: OnBase
  • 23. 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
  • 24. 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
  • 25. 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