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ImageNow & Imagine Services
ImageNow & Imagine Services
Meeting Agenda
• Introductions • ImageNow & Imagine Services • Current Customers / Implementations • Document Lifecycle • ImageNow 6.5.1
• Some areas and components
• Hands on demo
Intro – Research and Content Technologies
• Research Technologies – Environments, Museums, Collections – Informatics, CollectionSpace, Bamboo
• Content Management Technologies – Domains
• Document Imaging (fax, scan, email) • Document Management • Business Process Management / Workflow • Content Integration • Records Management • Web Content Management
– Services • Imagine (ImageNow) • Calshare (Sharepoint) • Drupal • Research Hub (Alfresco)
Cost of Managing Paper
Each document costs you: • $20 in labor to file
• $120 in labor searching
• $1 per document to store
• $5 per document to retrieve … and on average, 5% of documents are lost
• 25 hours to recreate
Source: EMC 2010
The Paper Management Problem
Common Challenges • Need for greater cost control
• Processes are inefficient as they are run today
• Information incomplete / inaccurate / inaccessible / misplaced
• Difficulty of enforcing compliance
Source: EMC 2010
ImageNow and Imagine Services
• ImageNow – SOFTWARE PRODUCT- PSI • Digitally captures documents • Electronic routing • Design and model workflow • Collaborative decision-making tools • Archiving and retention • Disposal • Web Services Integration
• Imagine - SERVICE • Hosting and Management for ImageNow product on campus • Business analysis (workflow, data, integration) • Design and deployment • Training, support & user group
Current Customers and Implementations
• Accounts Payable • Controller’s Office • Residential and Student Services Program
• Billing and Payment Services • Controller’s Office
• Re-imbursement Tracking and Approvals (Travel System) • Controller’s Office
• Correspondence Tracking • Chancellor’s Office
• Student Records & Transcripts • Office of the Registrar • University Extension
ImageNow helps manage every step of the document lifecycle
Document Lifecycle
Capture Options
scanning
faxing
Import electronic docs
print to “tiff”
web services
ImageNow Object
Repository
Capture - Infrastructure
Indexing Options
OCR/Content Search
Manual entry
Barcodes
Scripted Indexing
Database lookup
Screen Scraping
Capture – Implementation
Imagine Queue
Original Document Document in Imagine with meta data
Process – Screen Scraping
PeopleSoft - BFS Imagine Metadata
Process - Design
Process – cont’d
Document Management Tasks
Thumbnails
Annotations
Document History
What is involved?
Views Document and approval history Custom meta data fields Thumbnails of documents
Electronic Routing Parallel workflows Ad-Hoc workflows
Collaborative Decision Making Tasks Annotations
Integration
Process & Collaboration
Workflow / Inbox Creating a new task
All Tasks List
Access – Levels of Security
Project e.g. AP, Billing & Payment Services, etc.
Document Types e.g. Invoices, 1099, Grade Change, etc.
Workflow Queue e.g. Invoices, Transcripts, Scan, etc.
Individual Users
Roles
Access – cont’d
Roles and individuals can also be restricted to specific activities
Protect
Records & Information Management • Physical Record Tracking • Document Retention • Document Holds • Document Disposal – Notification & Approvals • Automated Disposals • Archiving of Electronic Records
Capture
Share / Manage
Retain
Destroy
Archive
Desktop Access
Fat Client (Windows)
Web Client (Mac accessible)
Imagine Services
• Scope and Plan
• Analysis and Design
• Implement Preparation and Verification
• Training, Deployment and Support
• Campus User Community
What benefits can you expect?
Financial Reduced document handling and business
processing costs Fast return on investment
Improves Productivity Business process optimization & automation Leverage automation to speed processing Synchronize your documents, databases and
processes Improve distribution of corporate content
Reduces risks Ensure document management and compliance
processes Improve data accuracy and reduce manual errors
…
Hands on Demo
Imagine Service Status
Funded through June 2012
Redeveloping Financial Model
Seeking Partnerships and Customers for Business Case Advisory and Governance
OE Proposal in Development
Resources
Imagine User Group http://imagine.berkeley.edu
Contact [email protected] [email protected]
