This document describes PlanServe's Relevant Remitter and Relevant Pension Portal products. Relevant Remitter is a common remittance platform that allows providers to manage contributions and premiums across multiple plans and vendors. It includes features like a CRM, file exchange portal, workflow engine, and transaction processing. Relevant Pension Portal is a web-based participant portal that integrates with multiple data sources to provide personalized account access, transactions, and communications. It uses a flexible architecture based on XML and XSLT to separate data from presentation for easy customization and maintenance.
The European Composite Application Road Show is a series of pilot Microsoft conferences that bring together System Integrators, ISV’s and customers of all industries. With the help of the Microsoft field Architects the destinations included: Finland, Ireland, and Spain.
This was presented at the Financial Services Developer Conference in NYC. We disucss teh banking components in the Financial Services Component Library.
The European Composite Application Road Show is a series of pilot Microsoft conferences that bring together System Integrators, ISV’s and customers of all industries. With the help of the Microsoft field Architects the destinations included: Finland, Ireland, and Spain.
This was presented at the Financial Services Developer Conference in NYC. We disucss teh banking components in the Financial Services Component Library.
Customer-Centric Data Management for Better Customer ExperiencesInformatica
With consumer and business buyer expectations growing exponentially, more businesses are competing on the basis of customer experience. But executing preferred customer experiences requires data about who your customers are today and what will they likely need in the future. Every business can benefit from an AI-powered master data management platform to supply this information to line-of-business owners so they can execute great experiences at scale. This same need is true from an internal business process perspective as well. For example, many businesses require better data management practices to deliver preferred employee experiences. Informatica provides an MDM platform to solve for these examples and more.
This session examines how global collaboration and emerging corporate cultures are creating a new type of
innovative enterprise: one that is based on services. Discussed will be why this new service-focused approach to business considers not only the service culture, but the technology as well. Each party or participant in service orientation sees themselves as service provider as well as a service consumer, in an increasingly
well-connected global economy. This session focuses on both the cultural service dimension, as well the emerging architecture of service orientation. This session delves deep into the components of the enabling technologies of service-orientation, as well as the cultural aspects of services orientation, where enterprises reach and serve various target communities: their customers, yes, but also their trading partners, employees,
and shareholders. Taught by one of BPM’s early pioneers, Dr. Setrag Khoshafian, this session is intended for both business managers and IT, covering Web Services architectures, service oriented maturity models, ESBs, BPM suites, standards for quality of service, and servant leadership.
John Burns, AP automation specialist, describes how Flatirons' AP Solution uses EMC's Captiva and EMC Documentum to digitize and automate AP workflows.
Microsoft Dynamics GP 2016 New Features | Robin HauswirthBDO IT Solutions
Microsoft Dynamics GP paves the way as an evolutionary and cutting edge ERP solution, especially in the new era of affordable, cloud-savvy technologies. Dynamics GP 2016 includes a new HTML5 browser with support for iPad, Android, and Windows Web Client; key additions to the All in One Doc viewers; ODATA service for Power BI, new service based architecture entities, and 35+ functionality features prioritized by customers.
Robin Hauswirth
Jack Sawicki
BDO Canada LLP
BDO Connections 2016 | Breakout Session
Customer-Centric Data Management for Better Customer ExperiencesInformatica
With consumer and business buyer expectations growing exponentially, more businesses are competing on the basis of customer experience. But executing preferred customer experiences requires data about who your customers are today and what will they likely need in the future. Every business can benefit from an AI-powered master data management platform to supply this information to line-of-business owners so they can execute great experiences at scale. This same need is true from an internal business process perspective as well. For example, many businesses require better data management practices to deliver preferred employee experiences. Informatica provides an MDM platform to solve for these examples and more.
This session examines how global collaboration and emerging corporate cultures are creating a new type of
innovative enterprise: one that is based on services. Discussed will be why this new service-focused approach to business considers not only the service culture, but the technology as well. Each party or participant in service orientation sees themselves as service provider as well as a service consumer, in an increasingly
well-connected global economy. This session focuses on both the cultural service dimension, as well the emerging architecture of service orientation. This session delves deep into the components of the enabling technologies of service-orientation, as well as the cultural aspects of services orientation, where enterprises reach and serve various target communities: their customers, yes, but also their trading partners, employees,
and shareholders. Taught by one of BPM’s early pioneers, Dr. Setrag Khoshafian, this session is intended for both business managers and IT, covering Web Services architectures, service oriented maturity models, ESBs, BPM suites, standards for quality of service, and servant leadership.
John Burns, AP automation specialist, describes how Flatirons' AP Solution uses EMC's Captiva and EMC Documentum to digitize and automate AP workflows.
Microsoft Dynamics GP 2016 New Features | Robin HauswirthBDO IT Solutions
Microsoft Dynamics GP paves the way as an evolutionary and cutting edge ERP solution, especially in the new era of affordable, cloud-savvy technologies. Dynamics GP 2016 includes a new HTML5 browser with support for iPad, Android, and Windows Web Client; key additions to the All in One Doc viewers; ODATA service for Power BI, new service based architecture entities, and 35+ functionality features prioritized by customers.
Robin Hauswirth
Jack Sawicki
BDO Canada LLP
BDO Connections 2016 | Breakout Session
Microsoft Dynamics GP 2016 New Features | Robin Hauswirth and Jack SawickiKatie Elliott
Microsoft Dynamics GP paves the way as an evolutionary and cutting edge ERP solution, especially in the new era of affordable, cloud-savvy technologies. Dynamics GP 2016 includes a new HTML5 browser with support for iPad, Android, and Windows Web Client; key additions to the All in One Doc viewers; ODATA service for Power BI, new service based architecture entities, and 35+ functionality features prioritized by customers.
Robin Hauswirth
Jack Sawicki
BDO Canada LLP
BDO Connections 2016 | Breakout Session
LotusSphere 2010 - Leveraging IBM Lotus® Forms™ with IBM WebSphere® Process S...ddrschiw
The Business Process Accelerator (BPA) is a new IBM offering which combines the power and flexibility of IBM WebSphere Portal with the intuitive, secure interface of IBM Lotus Forms in order to accelerate the automation of end-to-end business processes. Used in conjunction with IBM’s industry-leading Business Process Management (BPM) offerings, the Business Process Accelerator can improve process efficiency, increase corporate agility and reduce the time-to-value on BPM initiatives.
This session provides a rich technical deep dive featuring tools now available to ease integration between the WebSphere Portal, BPM solutions, and Lotus Forms. It will discuss integration points, leveraging XML, and connectivity to different process engines or content sources. A live demo will showcase ways the new software assets and Redbook aid in the deployment of a once-difficult combination of products.
Innovation in Healthcare: Transforming Paper to an eSubmissions SOANathaniel Palmer
This session will challenges of the U.S. government’s migration from paper-based processes to complete SOA solution integrated across agencies and external partners – a transformation awarded the Best Organization SOA Application by the Federal CIO Council’s Service-Oriented Architectures Community of Practice. Critical to success was the use of open source and open standard technologies. Included in this is rule-based document
handling as well as extended rule directed business processes. Converting backend manual review processes to an automated workflow dashboard with knowledge driven document intelligence to assist the staff
and researchers. This system is now successfully deployed with ability to handle thousands of application submissions a week, resulting in up to 10 gigabytes of data flows weekly. The lessons learned in managing open source and open technology as well as aligning and leveraging both batch and real-time online
tools with desktop applications will be highlighted. Knowing how to exploit the power of XML integration technologies is also crucial. Culture shift for the in-house staff also has to be managed – and the experience of providing help desk support to external partners.
Everyone is talking about cloud computing and Software-as-a-Service (SaaS) these days. Almost every technology vendor has announced a cloud strategy – even the traditional software zealots. But what do cloud computing and SaaS mean for product managers? The impacts are more significant than you may think. From pricing and profitability measurement to sales and marketing, cloud is having a noteworthy influence on the day-to-day activities of product managers.
This presentation analyzes the SaaS Business Model. It also gives examples of SaaS providers/vendors, and companies that used these services and how they benefited.
In conclusion, I analyze the implications of SaaS and see how it can help improve business IT strategy through cost savings, increased productivity, improved collaboration, and maintaining your competitive advantage.
LMKT specialises in providing advanced Microsoft solutions and services for businesses to enhance their overall productivity and collaboration.
For further information regarding LMKT's Microsoft Solutions and Services visit: www.lmkt.com
Signiant is the creator of pioneering software that automates, accelerates, manages, and securely controls the movement of high-value digital content within and between organizations and ecosystems.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
2. PlanServe Data Systems Provides E-Business Products for the Retirement and Financial Services Market Experienced Management Team Managed the development and support of large, complex recordkeeping systems Managed day –to- day recordkeeping operations with thousands of plans and participants Developed and supported e-business solutions for retirement services and other markets Located in Birmingham, AL
3. PlanServe Data Systems All PlanServe Products based on Common .Net Relevant Remitter A Browser-based Common Remittance Platform for Multi-Vendor Benefit Plans Supports 403(b), 457, Life Insurance and other deductions Rules defined based on contribution or premium type Fresh approach to meet the demands of the new regulations and B2B formats. Relevant File Exchange Portal B2B System to automate the collection of data and files from clients and to publish both data and print files. Advanced roles-based security model to support the different relationships
4. PlanServe Data Systems Relevant Pension Portal A single portal to consolidate data from multiple data sources for your participants, plan sponsors and investment advisors. Relevant Web A platform for developing e-commerce products for different markets. Based on powerful CRM system and role based security model . Clients include banks, retail product suppliers, associations, etc.
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7. Relevant Remitter – Solution Components Enabled with a customer relationship management (CRM) engine Based on employer for multiple plan type support Allows unlimited local or global vendors Connects participants with multiple relationships Steamlined with a file exchange portal Collects and imports employer and vendor files Transforms files with BPM and ETL tools for straight through processing Publishes files to employers and vendors with full security Developed on a workflow engine Money source based rules engine for scalability and flexibility Expandable and flexible workspaces Quality assurance auditing Handles 401k, 403b, and 457 plans Empowers providers to cost-effectively manage the multi-vendor payroll deduction requirements for the 403(b) and 457 plan market as well as other multi-vendor employer benefit programs.
8. Relevant Remitter – Solution Components Focused on remittances for contributions and premiums Billing on paper and online Remittance on paper, online, and upload Allocation or pass through Configured for transaction review and compliance Paperless processing and review Online form completion Electronic form archival Controlled with reporting for management dashboard Allows seamless presentation to CSV, html, or PDF Compliance reports and real-time monitoring as transactions are input User configurable templates Enables quality with tailored screens and content Browser-based XML and XLST Real time connection to vendor API with a communication adapter White labeled sites for employers and vendors
10. Relevant Remitter – End to End Efficiency Relevant Remitter will allow service providers using Relevant Remitter to improve service levels and deliver enhanced services at lower costs
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12. Are you able to change your content on your web daily without program recompiles?
13. Do you have full control over your key web delivery channel to your customers?
14. Does your budget not have room for massive IT upgrades with unnecessary middleware?
23. Relevant Pension Portal: Product Benefits Designed you web to fit your participant’s not the system Integrated into your overall web presence Use industry standard technology Reduce to a minimum the number of possible points of failure Reduce to a minimum the number of interactions with host for each business event Easily integrate with other data sources Recordkeeping; Investment Advice; reporting databases; and other internal/external systems Business team can manage content Maintain content without program compiles Private label web presentation Setup alerts and messages at different levels
24. Relevant Pension Portal: Components Integrated with Relevant File Exchange System for controlling the exchange of files and data with clients, participants and other business relationships Publish full cycle confirms for complete integration (i.e., address changes, deduction changes, loan initiation) Allow selectable formats for download Distribute documents across plans by role Business Process Management tool (ETL) to automate movement of data between systems. Works with Relevant File Exchange or other system to push straight through processing.
25. Relevant Pension Portal: Technology Highly flexible and scalable platform XML/XSLT for data access and transformation XML-based integration with OmniPlus™ via OmniConnect™, DDMS or Operational Data Store (SQL Database) Browser-based development environment for developing and testing OmniScript for XML data integration XSLT used for generating HTML, PDFs, comma delimited files (CSV) or XML Microsoft .Net framework to easily add new technology to platform on your schedule
26. Relevant Pension Portal: Unique Design Separates the data from presentation for lower maintenance and support costs Change content and graphics without program compiles. Source code provided to protect investment No proprietary code to impact product evolution Easy and quick deployment for updates
28. Relevant Pension Portal: New Approach Managed by content management system (CMS) Driven by contact management structure (CRM) Host control file configured Make daily updates to only selected portion without recompiles Phase in rollout to avoid risk Source code provided for greater control Updated proven technology without jumping to latest fad
29. Relevant Pension Portal: Participant Web Customizable summary page with Current allocation graph & Balance history Contribution snapshot & Dynamic teasers As of balance inquiry by investment, source, or asset class Searchable activity history As of pricing comparison Investment performance snapshot for past 90 days Loan Center Loan modeling with frequency and next payment dates Current amortization downloads with payment history Dynamic loan applications & Online loan requests Payoff wizard Contribution center Current snapshot of last amounts, last dates, and year to date amounts Graphical display of contribution history & Online deduction transactions Investment center Personal action wizards to guide the user through process Configurable transaction combinations & Scheduled transaction events Manage pending activity & Prospectus receipt validation Personal profile with Display employer branding & Allow edit of selected personal details Alert center Customized global, plan, or participant alerts Allow acknowledgement & Linkable to calls to action Portfolio details with Shows underlying securities in a portfolio & Branded documents and prospectuses
30. Relevant Pension Portal: Sponsor Web Used by Call Center Staff Employer Access Administrative Access Take on the participant’s view Payroll upload and validation Secure file exchange Publish full cycle confirms for complete integration (i.e., address changes, deduction changes, loan initiation) Allow selectable formats for download Distribute documents across plans by role Plan browse Participant search Multiple occurrence support
31. Relevant Pension Portal: External Sources NewKirk™ for performance history and prospectus information Guidance Plus ™ for investment advice Statement warehousing systems Quicken downloads External document libraries Contact engines Universal multi-factor security engines Others…. Here are the possible external integration points commonly used with the suite, but each site has unique needs. However, the framework allows connections to multiple data sources in an easy and structured approach without complicated tools.
34. Relevant Pension Portal: Customization Simple Control File Structure for each OmniScript to support client customization. Add/Change Control Files and OmniScript to extend functionality
37. Relevant Pension Portal: Customization Business Services for most common interactions Over 50 OmniScripts , i.e., balances by investment, source, asset class, etc. OmniScripts packaged to meet client’s presentation requirements and performance Add/Change Scripts to extend functionality via browser-based development environment
38. Relevant Pension Portal: Transactions Relevant Pension Portal is the only solution which interacts with Omni via XML business-oriented packages. The XML-based business services provide the complete transactional details regardless of the underlying database records. The smart packages contain the processed data and interpreted rules. This allows for an ultra thin web which is easy to deploy and simple to maintain. Does this look like your Omni transactions? <?xml version="1.0" encoding="utf-8"?> <events> <command businessevent="transfer" update="n" webudf1="rpp" webudf2="web" tradedate="" userid="" id="001" ref="xyz"> <parameters planid="123456" partid="123456789" > <change source="*" /> <change fromfund="3A" /> <change frompercent="100" /> <change tofund="D5" /> <change topercent="100" /> </parameters> </command> </events>