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Higher Education

Higher Education

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Higher Education

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  1. Nancy Esposito May 18, 2011 nancy@frevvo.com 203.208.3117 Higher Education

  2. Agenda • About frevvo • frevvo Product Overview • Demo • Higher Education Solutions

  3. Company Overview • Founded in 2005, New Haven, CT. • 100+ customers/partners. • 2-month ROI, 20x+ productivity gains. • Highlights: • Focus on ease of use. • SaaS or On-Premise delivery options. • Works in your existing browser • Seamless integration with ImageSilo/PaperVision • EASY to solve real business problems.

  4. Business Processes depend on forms Business processes and workflows across all vertical markets and horizontal functions are driven by FORMS • VERTICAL MARKETS • Healthcare • Government • Education • Pharmaceutical • Financial Services • … • HORIZONTAL FUNCTIONS • Finance • Customer Support • Human Resources • …

  5. Paper-based processes are expensive • Find forms in filing cabinet • Locate/Print on network • Handle errors • Perform Calculations • Validate data • Routing (Mail/Fax) • Review • Tracking/Audit • Off-site storage • Filing cabinets • Scanners/fax machines • Manual forms processing is costly, error-prone, and slow. • Data integrity is compromised through human error. • Confidential data is not easily protected.

  6. E-forms bring efficiency to processes • Works in browser. • Easy to use. • Nothing to install. • Automatic Validation • Business Rules • Multi-page forms • Automated Routing • Digital Signatures • Task Lists • Document Management • Databases • Submissions Repository • frevvo E-Forms are fast, inexpensive and easy. • Workflow, data integrity and data confidentiality is built-in. • Integration with business systems is seamless.

  7. frevvo Live Forms frevvo Live Forms is the easiest way to electronically Design, Collect, Approve and Manage information in your critical business processes. • Deploys in days, not months • On-demand (SaaS) or On-premise delivery options • Easy to use: minimal training • Works with your data • Built-in business capabilities • Attractive cost compared to alternatives

  8. Sample Customers Healthcare Invitrogen HMA Multiweb Intralinks Daniels International • Education • Syracuse • NC State • Florida Tech • Kaplan • West VA DOE • Government • US DOT • NASA • Sharjah Govt. (UAE) • Georgia Court System • NC4 • Other Verticals • APX Alarm • Deloitte • Formosa Plastic • Eisner Accounting • Schawk Digital

  9. Forms-drive process examples Healthcare Patient referral Admission History Physical Assessment Patient Portals • Education • Student Enrollment • Teacher Evaluation • Scholarship application • Transcript request • Student Portal • Government Building permits Voter Registration Drivers License Change of Address FEMA Forms • HR/Finance • Vacation Request • Employee T&E • Purchase Order • Invoices • Benefits Enrollment

  10. Huge Value to Customer

  11. frevvo in Higher Education

  12. Paper Forms are pervasive • Large, diverse user community • Students • Teachers • Staff • 100’s of paper forms and processes • Student enrollment • Financial aid • Housing • Human Resources • Millions of paper documents must be filed, stored (often for years) and searched manually.

  13. Higher Ed processes rely on forms • Application for enrollment • Student submits a pre-application • Administrator approves it and notifies student • Student completes the application • Transcript Request • Alumnus requests transcript • Payment [if any] is handled manually • Paper transcript is located in storage, manually copied and mailed. • Expense Reimbursement • Employee completes expense report • Supervisor approves expenses • Financial office handles payment • Expense report is archived

  14. Paper processes cost money • Manual processes are inefficient and slow. Routing/review/approval/storage of paper. • Data integrity is compromised throughhuman error. • Slow, inefficient,error-prone paperforms cost a lot of money.

  15. E-Forms/Workflows reduce costs • E-forms and workflows are fast and efficient. Automatic routing,electronic review andonline storage. • Automatic validationeliminates data errors. • Improved serviceincreases student satisfaction, reduces waste. • Digital signatures protect confidential data.

  16. Current Student Enrollment process • Manually fill in forms. • Duplicate/incomplete data, errors. • Mail/Fax/Hand delivery. • Lost/Missing paperwork. • Slow, manual data re-entry. • Copy, Scan records. • Inter-departmental mail for routing/approval. • Manual communication with student. 8-10 weeks

  17. frevvo Student Enrollment process • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems. Simply drag and drop using your web browser to add/re-arrange controls in your form. No additional software needed.

  18. Use your existing web browser No special filler software needed. E-forms work in all standard browsers. • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems.

  19. Automatic, Instant Validation • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems. Common controls (date, email, phone …) are automatically and instantly validated. Easily specify custom validation patterns.

  20. Help/Instructions for any field • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems. Provide instructions and tooltips for any field in the form.

  21. Dynamic pick lists, Auto-fill • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems. Retrieved from a database

  22. Skip Logic/Business Rules • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic/Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems. Controls are skipped/displayed depending on answers to previous questions.

  23. Attachments • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems. Upload attachments and share them between users in a workflow

  24. Digital Signatures • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems. Digitally sign sections and guarantee data integrity. Data in signed sections cannot be tampered with.

  25. Routing: Tasks/Email. Task list shows pending tasks by user/role. • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems. Users can be notified by email of pending tasks.

  26. Audit Trail Automatically maintain an audit trail for all forms/workflows. • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems.

  27. Integrated with ImageSilo/PaperVision Wizards connect forms/workflows to ImageSilo/PVE with zero coding. • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems.

  28. Database/Business System Integration Wizards for integration with databases and LOB systems. • Drag/drop to design form/workflow. • Use E-Form in standard web browser. • Automatic field-level validation. • Field-level help. • Auto-fill with data from IT systems. • Skip Logic / Conditional sections using business rules. • Add attachments. • Digitally sign forms. • Automatic routing (email, task list). • Process audit trail/tracking. • Fully integrated with ImageSilo/PaperVision Enterprise. • Integrate/export to databases/business systems.

  29. frevvo Student Enrollment process • Fill E-Forms online. • Accurate, complete information. • No redundant data entry. • Instant, online delivery. • Automatic routing and email notification. • Eliminate copying, scanning, filing. • Instant visibility into status for students, parents, & administrators. • Faster decisions. 4-5 weeks

  30. frevvo Live Forms Summary

  31. Thank You Nancy Esposito 203.208.3117 nancy@frevvo.com • Personal Demonstrations • ROI Analysis • Next Steps