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Document Knowledge Transfer

Document Knowledge Transfer. with Colleen Alber. Policy and Procedure Administration. Why?. Support Compliance Efforts. Make Money. Improve Business Operations. Minimize Organizational Risk. So, what’s the problem?. What’s the problem?. Distribution is unorganized.

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Document Knowledge Transfer

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  1. Document Knowledge Transfer with Colleen Alber

  2. Policy and Procedure Administration

  3. Why? Support Compliance Efforts Make Money Improve Business Operations Minimize Organizational Risk

  4. So, what’s the problem?

  5. What’s the problem? Distribution is unorganized. Tracking is a challenge.

  6. Distribution is unorganized.

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

  8. Distribute a document Document knowledge transfer

  9. or M Reading GroupAdministrator Document EmployeesReading Group Document Knowledge Transfer

  10. 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

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

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

  13. Customized Notifications Document Added Document Approved Document Rejected New in 9.0

  14. Document Comment Comment addedby Reading Group Administrator! New in 9.0

  15. Add document to reading group Demo

  16. Approve a document Document Knowledge Transfer

  17. Reading GroupAdministrator EmployeesReading Group or or Document M M M or ManagementApproval Group

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

  19. Approve document prior to distribution Demo

  20. Distribution Solution • “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 Compliance with Document Knowledge Transfer

  21. Tracking is a challenge.

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

  23. Reading Group Administration Document Knowledge Transfer

  24. Reading GroupAdministrator ManagementApproval Group EmployeesReading Group or Document M M M or AdministrativeView

  25. Reading Group Administration • Manage Reading Group membership • Manage Approval Group membership • Add Required Reading documents • Track Required Reading Status • User Level • Document Level

  26. 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

  27. User and Document Administration Demo

  28. How much is this all going to cost?

  29. Unlimited number of employees – fixed price.

  30. DKT Web Access Price DKT $8,000 DKT Access (Unlimited CALs) $10,000 Web Server $10,000 $28,000

  31. 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 employee 1000 employees = $18 per employee

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

  33. Return on Investment How much time do you spend… Printing? Mailing? Tracking?

  34. Unlimited Client Access Enterprise DKT Web Access

  35. Perfect for a large number of employees!

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

  37. 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) New in 9.0 OnBase 9.0

  38. Enterprise Document Knowledge Transfer Web Access Demo

  39. Complementary Modules

  40. Revise policies and procedures EDM Services

  41. Reading GroupAdministrator ManagementApproval Group EmployeesReading Group v2.0 or Document M M AdministrativeView M or

  42. Enhance the solution with Workflow

  43. Reading GroupAdministrator ManagementApproval Group EmployeesReading Group v2.0 or M M Document AdministrativeView M or

  44. 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

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

  46. DKT with EDMS and Workflow Demo

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