School Systems Learn the Value of Document Management to Better Serve Students, Parents and Staff and Presented By:

and Key Business Challenges ECM Overview Fortis Solutions Demo Potential Savings Q&A

and Stringent record keeping and public access requirements Overwhelming records storage space Budget limitations on administrative staff Mandates to improve teaching and learning with limited resources Sharing documents throughout school or district Communication with Parents/Community Develop better processes around Individualized Education Programs (IEPs)

and

End-to-end lifecycle -document capture, management & retrieval Organize electronic files and hardcopy documents Solutions for student records, financial administration, HR, payroll and more… Scalable, from one department to entire district Rapid Implementation Easy to Use Cost effective and concrete ROI Achieve Organizational Continuity

and Student Records Accounting/Finance/Payroll Human Resources Facilities Management Curriculum Communication w/ community Individual Education Plans (IEP) Admissions/ Financial Aid (Private Schools) Special Education Teacher Credentialing Paperless Board Meetings Administration

and Paperless document storage and retrieval Eliminate costly storage of student records Reduce administrative costs Security profiles for access control and auditing Ensure FERPA compliance Document annotation capabilities Capture teacher and student comments in portfolio OCR and Full Text Indexing Capture and index unstructured content Create a searchable knowledge bank

and Web client/portal access Secure access from anywhere Parental access to online student portfolio Workflow and routing Automate back office approvals Streamline employee onboarding Manage records retention lifecycles Line of Business integration Link student portfolios with SIS. Link accounting documents to Quickbooks, JD Edwards, PeopleSoft

and Disaster recovery preparedness Nightly or real-time backups Web-based forms Streamline application/enrollment processes Streamline the field trip permission slip process Develop online IEPs Reduce redundant data entry Eliminate paper, toner and ink costs

and

Time saved retrieving documents Time saved re-filing documents Time saved searching for mis-filed documents Time saved sending files Time saved making copies

and Time savings would allow staff to be more productive Frees up space previously used for filing cabinets Establish consistent filing structure and policies immediately

and Direct links to documents within the repository Electronic copies can be ed Save directly into the repository Print directly into the repository

and Confidentiality Audits Environmental Hazards (fire or water) Disaster Recovery

and ECM provides schools the ability to do more with less, while still meeting mandated record keeping and public access requirements Questions