PRODUCTVIEWS USERPROGRAMS with Colleen Alber Document Knowledge Transfer.

PRODUCTVIEWS

USERPROGRAMS

with Colleen Alber

Document Knowledge Transfer

Policy and Procedure Administration

Make Money

Support Compliance Efforts

Improve Business Operations

Minimize Organizational Risk

Why?

So, what’s the problem?

Employees Required Reading

Employees Required Reading

What’s the problem?

Distribution is unorganized.

Tracking is a challenge.

Distribution is unorganized.

PRODUCTVIEW

Documents revised, employees added

Many documents and many employees

Departments have varied requirements

Enforce deadlines and expiration

What’s the problem?

DOCUMENT KNOWLEDGE TRANSFERDistribute a document

ReadingGroup

AdministratorDocument

or

EmployeesReading Group

M

Document Knowledge Transfer

Publish to DKT

• Client right-click menu optionKnowledge Transfer | Add to Reading Group

• Reading Group ConfigurationAuto Assign Doc Type

•Workflow ActionDoc - Assign This Document to Reading Group

PRODUCTVIEW

File Types

Any file format can be stored in OnBase and utilized with DKT!

This even includes AVI, MPG, MP3, etc!

PRODUCTVIEW

E-mail Notifications

Send customized notifications when documents are added to DKT!

Greatly enhanced in 9.0!

PRODUCTVIEW

Document AddedDocument Approved

Document Rejected

Customized Notifications

New in 9.0

PRODUCTVIEW

Document Comment

Comment addedby Reading Group

Administrator!

New in 9.0

DEMOAdd document to reading group

DOCUMENT KNOWLEDGE TRANSFERApprove a document

ReadingGroup

Administrator

ManagementApproval Group

MM

Document

or

EmployeesReading Group

M

or

or

Approval Solution

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

DEMOApprove document prior to distribution

Distribution Solution

with Document Knowledge Transfer

“DKT helps us consistently distribute documents so we don’t worry about

being out of compliance.”

Kim KellyAllina Hospitals and Clinics

Reduce the Cost of Compliance

Tracking is a challenge.

PRODUCTVIEW

Resolve non-compliance

Identify delinquency

Consistently track enterprise wide

Prove complete compliance

What’s the problem?

DOCUMENT KNOWLEDGE TRANSFERReading Group Administration

ReadingGroup

Administrator

or

ManagementApproval Group

MM

Document EmployeesReading Group

M

or

AdministrativeView

Reading Group Administration

•Manage Reading Group membership

•Manage Approval Group membership

• Add Required Reading documents

• Track Required Reading Status• User Level• Document Level

Automated E-mail Notifications

Delinquency (System) Notifications• Completely configurable

days delinquent message sent• Send to delinquent Employee• Send to Manager (or other)• Send to Compliance Administrator

DEMOUser and Document Administration

How much is this all going to cost?

Unlimited number of employees – fixed price.

DKT Web Access Price

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

$28,000

Price 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 employee1000 employees = $18 per employee

As the number of employees increases, so does ROI.

Return on Investment

How much time do you spend…

Printing?

Mailing?

Tracking?

ENTERPRISE DKT WEB ACCESSUnlimited Client Access

Perfect for a large number of employees!

Enterprise DKT Web Access

No individual Client licenses required

Provides only DKT functionality

Browser based – no local install

Works with NT Authentication

Web Client & DKT Reader

• 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

DEMOEnterprise Document Knowledge Transfer Web Access

Complementary Modules

EDM SERVICESRevise policies and procedures

ReadingGroup

Administrator

or

ManagementApproval Group

MM

Document EmployeesReading Group

M

or

AdministrativeView

v2.0

WORKFLOWEnhance the solution with

ReadingGroup

Administrator

or

ManagementApproval Group

MM

Document EmployeesReading Group

M

or

AdministrativeView

v2.0

Approval Solutions

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

Policy Renewal

• Document Expiration• Document automatically removed from Reading

Group•Workflow Notification• E-mail alerts to begin policy renewal process again

DEMODKT with EDMS and Workflow

REPORT SERVICESDKT Reporting

ReadingGroup

Administrator

or

ManagementApproval Group

MM

Document EmployeesReading Group

M

or

AdministrativeView

v2.0

Report Services

Report Services | DKT Reports• 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

DEMOReport Services

Tracking Solution

with Document Knowledge Transfer

“DKT makes it easier to track and audit compliance with required

reading.”

Tamera VaughanGallatin Steel Company

Reduce the Cost of Compliance

SOLUTION COMPONENTSWhat do I need to make this happen?

Base Package• 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

Multiple Interfaces

Complementary Components

• 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

DKT

Document Knowledge Transfer

Enables organizations to rapidly distribute documents

to employees and easily audit reading status

for compliance, legal, regulatoryor educational purposes.

DKT

Reduces time and cost of distribution

Creates a more efficient process

Tracks required reading status

Assures reading compliance

The entire organization can quickly, easily and cost

effectively use DKT!

AdvancedSession

This Thursday06/24/20102:00 PM EST

Design & Implement a DKT Solution

Thank you!Colleen Alber