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
Document Lifecycle ImageNow helps manage every step of the document lifecycle
Capture - Infrastructure Capture Options scanning Indexing Options Manual entry faxing Screen Scraping email OCR/Content Search print to tiff Barcodes Database lookup ImageNow Object Repository Import electronic docs Scripted Indexing web services
Capture Implementation Original Document Document in Imagine with meta data Imagine Queue
Process Screen Scraping PeopleSoft - BFS Metadata Imagine
Process - Design
Process cont d Annotations Document History Document Management Tasks Thumbnails
Process & Collaboration 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
Workflow / Inbox Creating a new task All Tasks List
Access Levels of Security Project e.g. AP, Billing & Payment Services, etc. Individual Users Document Types e.g. Invoices, 1099, Grade Change, etc. Roles Workflow Queue e.g. Invoices, Transcripts, Scan, etc.
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 Archive Capture Destroy Share / Manage Retain
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 imagine@lists.berkeley.edu patrickm@berkeley.edu