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Presentation of FileBound Document Management Solution

Presentation of FileBound Document Management Solution

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  • 1. Affordable Content Management Systems Getting more for less…
  • 2. 1. Who we are 2. Product Overview 3. Workflow 4. Scan-on-Demand 5. Getting Started 6. Why FileBound ? Agenda
  • 3. Who We Are
  • 4. Marex Group Overview
      • Privately held corporation focused on our core values of innovation, affordability, and commitment to excellence
      • Founded in 2001
      • Developers of the FileBound ECM and Docuvation solutions
      • Over 2,500 implementations in organisations of all sizes and types
      • Financially Strong
        • Experienced from inception, year over year growth in excess of 40%
        • Run rate covered by monthly recurring revenue
        • Debt free
        • ASP/SaaS volume more than tripled over the last 24-months alone
      • Distribution of the product suite is delivered solely via an indirect sales channel of over 125 VARS, System Integrators, and Software Development Companies
      • Represented in Australia and NZ by FileBound Austalia Pty Ltd
      • Established January 1, 2008 in Melbourne
  • 5. Marex Partners
  • 6. Product Overview
  • 7. What is Electronic Content Management?
      • As Defined by the AIIM Organization (www.aiim.org)
        • Enterprise Content Management (ECM) is the technologies used to capture, manage, store, preserve, and deliver content and documents related to organisational processes. ECM tools and strategies allow the management of an organisation's unstructured information, wherever that information exists.
      • FileBound is the Answer to your ECM Requirements
        • Manage all your informational assets…
          • Converted paper documents including Invoices, Purchase Orders, Contracts, HR Documentation, Loans Docs, Medical/Patient Records, Financial Records, Service Tickets, etc…
          • Existing documents stored in electronic formats including, MS Word, MS Excel, Email, PDF, Audio, Video, HTML, XML, TXT, etc…
  • 8. Records Mgmt + Content Mgmt = Complete Solution
  • 9.
    • Benefits
    • Collaborate all forms of information (images, Word, Excel, email, etc.) into one unitized record.
    • Access information within seconds.
    • Information is accessible anytime, anywhere.
    • Information is pushed to users for approval / decisions and to enforce internal procedures.
    New Technology = New Benefits
  • 10. FileBound Solutions Workflow Document Imaging & Management Integration COLD / Electronic Report Management Physical File Tracking E-forms Digital Content Management The FileBound Solution Manages All Information Assets
  • 11. Workflow
  • 12.
    • Benefits
    • Enforce internal processes
    • Discover operational bottlenecks.
    • Enforce employee accountability
    • Information can be routed (i.e. pushed) to other users within FileBound.
    • Workflow is an additional module to FileBound
    Workflow – Document Routing
  • 13. Ad-Hoc Document Routing
  • 14. AP Workflow Example
  • 15. Scan-on-Demand
  • 16.
    • Benefits
    • Users can place requests from within FileBound for paper files.
    • The user can be notified through email of the availability of information they requested.
    • Information in paper form can be requested from the FileBound interface.
    • The requesting party is notified via an email that contains an encrypted link back to the secure FileBound repository where the user must authenticate themselves to gain access.
    • Confidential information is not emailed back to the requesting party as an attachment.
    Scan-on-Demand
  • 17. Scan-on-Demand
  • 18. Scan-on-Demand
  • 19. Scan-on-Demand
  • 20. Scan-on-Demand
  • 21. Scan-on-Demand
  • 22. Integration Kit
  • 23. Integration Kit Components
  • 24. Integration Kit – Integration with Microsoft Office
  • 25. Integration Kit – Integration with Microsoft Office
  • 26. Distributed Scanning
  • 27.
    • Benefits
    • Perfect for low volume and loose filing scanning needs.
    • Works with any TWAIN compliant scanning source.
    • Built directly into the FileBound viewer.
    • Documents can be scanned to FileBound within the document viewer that provides an unlimited distributed scanning environment.
    • Once the documents are scanned they are uploaded to a file within FileBound for immediate availability.
    Distributed Scanning
  • 28. Distributed Scanning
  • 29. Barcode Cover Sheets
  • 30.
    • Benefits
    • This capability works great with multi-function copiers that have scanning capabilities.
    • Divider barcode sheets can also be created.
    • Barcode cover sheets can be created for files within FileBound to automate the process of adding additional paper content into existing files.
    • Knowledge workers can add the barcode cover sheets to documents to then be scanned and automatically filed within FileBound.
    Barcode Cover Sheets
  • 31. Barcode Cover Sheets
  • 32. Barcode Cover Sheets
  • 33. Getting Started
  • 34.
    • In-House
      • Modules
      • Based on Images
    • ASP
      • Modules
      • Based on Units
    How it is licensed
  • 35. One page, standard B&W doc = 50 KB storage space one drawer from 4-drawer filing cabinet = 2,500 pages = 125 MB 1, 4-drawer filing cabinet = 10,000 pages = 500 MB 1 CD (600 MB) = 10-12,000 pages = 1 filing cabinet 1 DVD (4.7 GB) = 95,000 pages = 9.5 filing cabinets 10 filing cabinets = 100,000 pages How do I estimate my needs ?
  • 36. Help me reduce my Carbon Footprint
    • “ Every tonne of paper recycled/saved saves about :
      • 13 trees
      • 2.5 barrels of oil
      • 4100 kWh of electricity
      • 4 cubic metres of landfill
      • 31,780 litres of water ”
    VISY Industries
  • 37. Do the maths .....
    • 1 ream of office paper = 500 sheets @ 80 gsm
    • 1 tonne of paper = 400 reams @ 80 gsm
    • 1 tonne of paper = 200,000 A4 pages
    • 1 A4 page = 50Kb electronic storage space
    • 200,000 pages = 10Gb electronic storage space
    • The average laptop computer hard drive contains 120GB of capacity
    • How many trees can you save ?
  • 38. Three Steps to Success Define
    • Processes
    • Documents
    • Users
    • Scope/Phases
    Demo
    • Scan, Store, Retrieve
    • Integration
    • User & Exec.
    • Approvals
    Deliver
    • Installation
    • Training
    • Service
    • Support
  • 39. Why FileBound
  • 40. Why FileBound 1 . FileBound is In-House or ASP * choose existing infrastructure or externally managed 2 . FileBound is Unlimited Users/Unlimited workflows * document volume and not per user 3 . FileBound is Browser based * access anywhere you are 4. FileBound can be sold via unique rental program * lower cost to customer, cash flow plus benefits 5 . FileBound is built on core Microsoft technology * easy integration and wide support 6. FileBound is proven
  • 41. Why FileBound 7 . Improved response time * both internal and external customers 8. Reduce costs of copier paper and inks * reduce carbon footprint 9. Improved security of information * audit trails of activity 10. Reduce space costs * less filing cabinets, drawers and boxes 11. Multiple users can view documents * at the same time 12. Easy to use * Users embrace quickly