1. PRODUCTVIEWS USERPROGRAMS with Colleen Alber Document Knowledge Transfer

2. Ongoing development Easy add-on to existing OnBase system Native functionality & complements Solid return on investment

3. Policy and Procedure Administration

4. Make Money Support Compliance Efforts Improve Business Operations Minimize Organizational Risk

5. So, what’s the problem?

6. Employees Required Reading

7. Employees

10. Distribution is unorganized. Tracking is a challenge.

11. Distribution is unorganized.

12. PRODUCTVIEW Documents revised, employees added Many documents and many employees Departments have varied requirements Enforce deadlines and expiration What’s the problem?

13. DOCUMENT KNOWLEDGE TRANSFER Distribute a document

14. Reading Group Administrator Document or Employees Reading Group M Document Knowledge Transfer

15. Users M New employees are automatically given all required reading! Reading Group M User Group

16. Client right-click menu option Knowledge Transfer | Add to Reading Group Reading Group Configuration Auto Assign Doc Type Workflow Action Doc - Assign This Document to Reading Group Client right-click menu option Knowledge Transfer | Add to Reading Group Reading Group Configuration Auto Assign Doc Type Workflow Action Doc - Assign This Document to Reading Group

17. PRODUCTVIEW File Types Any file format can be stored in OnBase and utilized with DKT! This even includes AVI, MPG, MP3, etc!

18. PRODUCTVIEW E-mail Notifications Send customized notifications when documents are added to DKT! Greatly enhanced in 9.0!

19. PRODUCTVIEW Document Added Document Approved Document Rejected Customized Notifications New in 9.0

20. PRODUCTVIEW Document Comment Comment added by Reading Group Administrator! New in 9.0

21. DEMO Add document to reading group

22. DOCUMENT KNOWLEDGE TRANSFER Approve a document

23. Reading Group Administrator Management Approval Group M M Document or Employees Reading Group M or

24. Users M Approval Group M

25. Native DKT Approval Group No Approval Allow or Require Approval Any or All to Approve Multiple Approval Groups per Reading Group Native DKT Approval Group No Approval Allow or Require Approval Any or All to Approve Multiple Approval Groups per Reading Group

26. DEMO Approve document prior to distribution

27. Distribution SolutionDistribution Solution with Document Knowledge Transfer “DKT helps us consistently distribute documents so we don’t worry about being out of compliance.” Kim Kelly Allina Hospitals and Clinics Reduce the Cost of ComplianceReduce the Cost of Compliance

28. Tracking is a challenge.

29. PRODUCTVIEW Resolve non-compliance Identify delinquency Consistently track enterprise wide Prove complete compliance What’s the problem?

30. DOCUMENT KNOWLEDGE TRANSFER Reading Group Administration

31. Reading Group Administrator or Management Approval Group M M Document Employees Reading Group M or Administrative View

32. Manage Reading Group membership Manage Approval Group membership Add Required Reading documents Track Required Reading Status User Level Document Level Manage Reading Group membership Manage Approval Group membership Add Required Reading documents Track Required Reading Status User Level Document Level

33. Department Manager Administrative View

34. Delinquency (System) Notifications Completely configurable  days delinquent  message sent Send to delinquent Employee Send to Manager (or other) Send to Compliance Administrator Delinquency (System) Notifications Completely configurable  days delinquent  message sent Send to delinquent Employee Send to Manager (or other) Send to Compliance Administrator

35. Delinquency NotificationsDelinquency Notifications

36. Require All Pages Viewed Enable Deadline Date Enable Document Expiration Allow Documents to be Approved Allow Documents to be Rejected Require All Pages Viewed Enable Deadline Date Enable Document Expiration Allow Documents to be Approved Allow Documents to be Rejected

37. DEMO User and Document Administration

39. DKT $8,000 Client Access (20 x $1,200) $24,000 Web Server$10,000 DKT $8,000 Client Access (20 x $1,200) $24,000 Web Server$10,000

40. PRODUCTVIEW 200 Employees (20 Concurrent Clients) 1 Concurrent Client @ $1,200 20 x $1,200 = $24,000 40 x $1,200 = $48,000 Client Access DKT Web Access* Unlimited Employees (Unlimited Clients) Enterprise DKT Web Access $10,000 *Requires OnBase Web Server

41. Unlimited number of employees – fixed price.

42. DKT $8,000 DKT Access (Unlimited CALs) $10,000 Web Server$10,000 DKT $8,000 DKT Access (Unlimited CALs) $10,000 Web Server$10,000

43. $28,000 (with Web Server) 500 employees = $56 per employee 1000 employees = $28 per employee $18,000 (without Web Server) 500 employees=$36 per employee 1000 employees=$18 per employee $28,000 (with Web Server) 500 employees = $56 per employee 1000 employees = $28 per employee $18,000 (without Web Server) 500 employees=$36 per employee 1000 employees=$18 per employee

44. As the number of employees increases, so does ROI.

45. How much time do you spend… Printing? Mailing? Tracking? How much time do you spend… Printing? Mailing? Tracking?

46. ENTERPRISE DKT WEB ACCESS Unlimited Client Access

48. No individual Client licenses required Provides only DKT functionality Browser based – no local install Works with NT Authentication

49. Enterprise DKT Web AccessEnterprise DKT Web Access

50. Reading Group Viewer

51. Approval Viewer

52. Now you can… Require Authentication (re-enter password) Capture Rejection Reason Use right-click menus consistently:  Navigate (Previous Page, Next Page)  Scale (Zoom In, Zoom Out, Fit Width)  Notes (View only)  Print  Send To (File, Envelope) Now you can… Require Authentication (re-enter password) Capture Rejection Reason Use right-click menus consistently:  Navigate (Previous Page, Next Page)  Scale (Zoom In, Zoom Out, Fit Width)  Notes (View only)  Print  Send To (File, Envelope) OnBase 9.0 New in 9.0

53. DEMO Enterprise Document Knowledge Transfer Web Access

54. Complementary Modules

55. EDM SERVICES Revise policies and procedures

56. Reading Group Administrator or Management Approval Group M M Document Employees Reading Group M or Administrative View v2.0

57. Users M Document revisions are automatically distributed! Reading Group M User Group

58. WORKFLOW Enhance the solution with

59. Reading Group Administrator or Management Approval Group M M Document Employees Reading Group M or Administrative View v2.0

60. 1. Native DKT Approval Group No Approval Allow or Require Approval Any or All to Approve Multiple Approval Groups per Reading Group 2. Route Approval via Workflow Specify order of individual approvers Track changes and include comments 3. Route via Workflow, send to DKT Approval Supervisors approve prior to employees 1. Native DKT Approval Group No Approval Allow or Require Approval Any or All to Approve Multiple Approval Groups per Reading Group 2. Route Approval via Workflow Specify order of individual approvers Track changes and include comments 3. Route via Workflow, send to DKT Approval Supervisors approve prior to employees

61. Document Expiration Document automatically removed from Reading Group Workflow Notification E-mail alerts to begin policy renewal process again Document Expiration Document automatically removed from Reading Group Workflow Notification E-mail alerts to begin policy renewal process again

62. DEMO DKT with EDMS and Workflow

63. REPORT SERVICES DKT Reporting

64. Reading Group Administrator or Management Approval Group M M Document Employees Reading Group M or Administrative View v2.0 Report Services

65. Entire Organization CTO Report Services Reports

66. Active documents per reading group De-activated documents per reading group Approval documents per approval group Documents pending approval per approval group Rejected documents per approval group Delinquent Readers: by user, by reading group, all Reading Group Administrative View Active documents per reading group De-activated documents per reading group Approval documents per approval group Documents pending approval per approval group Rejected documents per approval group Delinquent Readers: by user, by reading group, all Reading Group Administrative View

68. DEMO Report Services

69. Tracking SolutionTracking Solution with Document Knowledge Transfer “DKT makes it easier to track and audit compliance with required reading.” Tamera Vaughan Gallatin Steel Company Reduce the Cost of ComplianceReduce the Cost of Compliance

70. SOLUTION COMPONENTS What do I need to make this happen?

71. Document Knowledge Transfer - $8,000 OnBase Client and Web Clients Users require Client licenses Enterprise Document Knowledge Transfer Web Access (DKT Reader) - $10,000 Requires DKT and Web Server licenses Does NOT require individual Client licenses Web Server - $10,000 Includes DKT StatusView portlet Document Knowledge Transfer - $8,000 OnBase Client and Web Clients Users require Client licenses Enterprise Document Knowledge Transfer Web Access (DKT Reader) - $10,000 Requires DKT and Web Server licenses Does NOT require individual Client licenses Web Server - $10,000 Includes DKT StatusView portlet

73. Non-Office Employee – shared workstation consumes a single Client license SharePoint Employee – Web Part only consumes license when employee opens a document to acknowledge it Non-OnBase Employee – Enterprise Web Access does not consume a Client license Non-Office Employee – shared workstation consumes a single Client license SharePoint Employee – Web Part only consumes license when employee opens a document to acknowledge it Non-OnBase Employee – Enterprise Web Access does not consume a Client license

74. EDM Services - $5,000 For revisions of policies and procedures Workflow - Varies For a more robust approval process Report Services - $5,000 For enterprise wide reports and proof of compliance EDM Services - $5,000 For revisions of policies and procedures Workflow - Varies For a more robust approval process Report Services - $5,000 For enterprise wide reports and proof of compliance

75. DKT

76. Enables organizations to rapidly distribute documents to employees and easily audit reading status for compliance, legal, regulatory or educational purposes.

77. Reduces time and cost of distribution Creates a more efficient process Tracks required reading status Assures reading compliance

78. Ongoing development Easy add-on to existing OnBase system Native functionality & complements Solid return on investment

79. The entire organization can quickly, easily and cost effectively use DKT!

80. Advanced Session This Thursday 06/24/2010 2:00 PM EST

82. Thank you! Colleen Alber