City Clerk Demonstration 4 27 09

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Agenda and Minutes presentation

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City Clerk Demonstration 4 27 09

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

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