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Ease Your Data Headaches Improve the Student Experience

Ease Your Data Headaches Improve the Student Experience. Jonathan Booth Sales Manager Rod Martinsmith Business Development Manager. Colleges & Universities. College challenges Improve student experience Driving efficiency through system integration

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Ease Your Data Headaches Improve the Student Experience

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  1. Ease Your Data Headaches Improve the Student Experience Jonathan Booth Sales Manager Rod Martinsmith Business Development Manager

  2. Colleges & Universities • College challenges • Improve student experience • Driving efficiency through system integration • Increasing productivity and effectiveness • People, Process and then technology • Market challenges • Legislative changes • Emerging technologies • Financial and budgetary pressures

  3. Colleges & Universities • Requirements • Holistic view of a student/staff member/project..... • Managing paper and electronic files more effectively • Integrations (Student MIS, finance, HR....) • Workflow capabilities • Self service & user management • Easy access to information • Managing document retention • Disaster recovery process

  4. Avoidance of risk Croydon Council....penalty of £100,000 after a bag of papers ...stolen from a London pub. Southwark council breached ....for misplacing a computer and some papers containing 7,200 peoples’ personal information.

  5. HR • Payroll • Student Records • Employers • Health & Safety • Estates • Finance Departmental Solutions • Document Management • Paper Files • Emails, paper files, shared drive • Shared drive • Paper files, emails, drawings • Paper files, internal mail, emails,

  6. College-wide Requirement

  7. Many processes begin with the incoming mail Applications Proof of ID Funding Info Confirmations Contracts Advertisements Resignations Applications Proposals Orders Delivery notes Confirmations Contracts Advertisements Resignations Applications Invoices Credits Payment notices Reminders Complaints Bank statements Expenses Travel expenses Adverts Applicants Correspondence Reminders

  8. Bulk Auto Indexing Unique student number used to index documents

  9. OCR and ICR Common process for all documents Structured • Semi Structured

  10. Forms with known structures Barcode Proposal number (numerical, 5 digits) Date Family name (alphabetic) Check box Credit card number.(numerical) Signature(present?)

  11. Semi Structured Documents Database lookups for verification Identifier Invoiced values Word and symbol filter Business rules Word combinations Data formats Logical link

  12. GUI Workflow Tool

  13. Drill down from Business systems Linked documents, folders and navigation Navigation bar with simple and advanced search, reports, quick-links Quick tasks options

  14. Mobile Access Solutions

  15. Summary • Meeting the Challenges • Faster responses to enquiries • Guaranteed integration that’s future proof • Increased staff productivity • Meeting legislation and compliance • Improving Document Management at colleges • Rapid document access from a defined structure • SLA management of Workflow documents • Supporting new ways of working

  16. Thank You

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