The Platform for a BetterRun Business

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The Platform for a Better-Run Business
Stan Szeto, Sales EngineerChuck Pendell, Senior
Vice President of Sales
2
Agenda

• Introductions and Session Objectives
• Electronic Forms
• Why Electronic Forms are Not Enough
• Evolution of Process
• The Movaris Platform
• Creation of an Electronic Form-Based Process
• Working Session
• Q A

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Electronic Form, Business Process, or Workflow?
Electronic Forms ? Workflow
Staffware Filenet IBM Action Plexus Ultimus
Adobe Cardiff iMerge UWI Microsoft Notes
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What is an Electronic Form?

• Scanned image?
• Website?
• Contents on a website?
• HTML Fill and Print form? (Blue Cross
  enrollment)
• Email message?
• Fax?
• E-mail Receipt Acknowledgement (AOL or MS
  Exchange)
• Acrobat Reader Form?
• HTML Page with Tags to other pages?
• HTML Page which gathers data for export into
  other computer applications?
• Automatically generated bank statement?
• The definitions vary, and so does the value.

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E-Forms Definitions

• According to Gartner Group
• The E-form is an automated and interactive
  template for capturing, processing, displaying
  and creating output from defined sets of business
  data.
• Integrated E-form management (IEFM) is a system
  for creating and administering E-form
  applications while leveraging installed database,
  messaging, document management and workflow
  infrastructures.

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Evolution of Process the arrival of the
Electronic Form
First, there were
Company processes kept in notebooks
predominantly manual.
- -
Forms that drove process interactions
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What this Means to the Business Forms Budget
1980
1990
2000
2005
Snap-a-part Forms 50,000 Continuous Forms 250
,000 Cut Sheet 75,000 Stock Tab 50,000 Envelo
pes Labels 50,000 Specialty 25,000
Miscellaneous Forms 125,000 Cut Sheet 150,000
Envelopes Labels 25,000 Specialty 100,000 E-
forms Technology 100,000
Miscellaneous Forms 50,000 Cut
Sheet 100,000 Envelopes Labels 25,000 Specia
lty 100,000 E-forms Technology 225,000
Snap-a-part NCR And Carbon Forms 175,000 Contin
uous Forms 175,000 Cut Sheet 50,000 Stock
Tab 50,000 Envelopes Labels 50,000
Introduction of Workflow and Document Management
Introduction of the LAN
Internet Bubble Burst
Continued technology evolution
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The Value of Electronic Forms

• Reduction of errors, standardization of inputs
• Secure storage of information, data backup
• Removal of data entry
• Easily modify the form and redeploy it
• Supports the paperless office

Inputs are validated to remove the chance of
errors
Free-form fields are replaced by pre-populated
pull downs
Calculations are completed automatically
Can add help and information
- PURCHASING -
Approval cycle is driven by form inputs
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But E-forms are Also Lacking

• The forms may have moved online, but the
  processes have not.
• No one has been able to figure out a way to move
  the processes online as easily as they can build
  an electronic form.
• Manual processes may be tough to monitor and
  enforce, however, companies do not need
  programmers to change them

I filled out a form, what next? Who do I send
it to? Did I fill everything out
correctly? Did anything I enter change what
should happen next?
Actual Quote from a Prospect Sure we leverage
e-forms, whenever I need to make a request I go
to our forms directory, fill out a form, print it
and send it through interoffice mail
needless to say we got the deal.
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Hundreds of Processes Within an Enterprise

• HR Related Requests
• New employee setup
• Change of employee status
• Employee review, MBOs
• Time off requests
• Benefits sign-up
• Medical claims
• IRS (W4, I9)
• Training request
• Tuition reimbursement
• Direct deposit, ESPP
• 401k Enrollment
• Medical, insurance enrollment
• Regular employee requisition
• Contingent employee requisition
• IT Related Requests
• Help desk request
• Email account setup
• Security access to systems

• Administrative Requests
• Time cards
• Capital purchase approvals
• Purchase request
• Signature delegation
• Expense reports
• International expense reports
• Supply request
• Travel authorizations
• New vendor approvals
• Cost center maintenance
• Facility Requests
• Project approvals
• Facility work orders
• Office moves
• Telephone changes
• Temp Employee Badges
• Parking pass request
• Product Development

11

• Platform Overview and Working Session
• Stan Szeto