Agenda and Minutes presentation

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