Compliant Public Disclosure Starts with Smart Records Retention

If there’s one message I consistently hear from customers today, it’s how big of a deal public disclosure is for the government and how we need better solutions around it. That being said, you would not believe how many of these organizations don’t feel that they have a good handle on their content.

In Washington State, public disclosure refers to the release of all documents and content to the person making the request. These documents at minimum need to be available for the requestor to view. There are some exemptions to this, such as sealed case files.

Good public disclosure practices really start with one thing: good record-keeping (and destruction). We hear time and time again from customers that they’ve never thrown anything away for fear that the document may be needed at a later date. While they may be thinking that this is the best way to avoid throwing anything away that should be kept, it also means keeping records that should have been destroyed.

Some aren’t aware of the fact that when a public disclosure request comes in, organizations are required by law to turn over any documentation pertaining to the request (as long as it is subject to disclosure). That means that if documents haven’t been destroyed and fall under the specific request, those documents need to be turned over as well, even though they are past the retention period. This poses a huge risk in regards to potential litigations.

Getting your records in order may seem like an overwhelming task, but here are some steps you can take to move toward better practices related to retention and disposition of records.

  1. Understand YOUR Organization’s Requirements for Record Retention and Disposition
    Every organization is different. Certain records have to be kept longer than others, some records might need to be sealed, others may need redaction before they can be turned over, etc. Each organization, each department, even each business process may have different requirements around records. Determine and document what the requirements are so that when you start to do an inventory of content, you have a definitive plan regarding what needs to be kept and for how long. Click here for a link to the Washington State Records Retention Schedules.
  2. Where are my Records?
    Identify where records are kept. Are they stored on a network share? In a file cabinet? In a content management system? Somewhere else? Are they in paper form? Electronic? Are there video files? Regardless of where the documents are kept, the regulations are around how you get the content organized, not the file format or how hard the collection process is. This will help ensure that there are not duplicate documents, and if there are, that only the pertinent copies are kept so as not to be a factor in a potential litigation.
  3. Perform an Analysis and Inventory of Your Records
    Some organizations choose to do this internally, some hire a contractor, and some take a hybrid approach. Regardless of which path you choose, determine what content you have, what needs to be kept, and what can be disposed of before evaluating any technology. This will keep you from bringing content into a solution that will need to be immediately disposed of after the initial analysis.
  4. Choose a Solution that is Flexible and Easy
    95% of organizations I work with are looking for a solution that is easy-to-use yet flexible enough to change with requirements. They want something that can easily set up to work with current retention and disposition schedules, yet can be updated without too much effort if laws or regulations change.
  5. Trust the System
    If you’ve done the prep work correctly, then what you need to do is trust what you’ve put in place is going to work. Choose a good partner with a track record of success to help you.

These are just a few ideas to get you thinking about what can be accomplished around public disclosure, records retention and your content. ImageSource has been assisting customer partners with these types of solutions for the last 20 years. We have done everything from initial consulting through implementation and support. Below is a short list of some of offerings:

  • Expert consulting to determine your “as is” state and develop a plan to get you to your “desired” state using industry best practices
  • Assessment of your current technology and how it can be leveraged
  • Solution evaluation to perfectly match technology with your requirements
  • Solution deployment, configuration, training and rollout
  • Document collection, conversion, scanning, taxonomy definition and automated classification and metadata extraction
  • Data Migration
  • Ongoing partnership for system/process tuning, growth and support
  • Managed applications services

The ILINX platform can assist any organization with getting a handle on their content.

How to get the best bang for your buck!

Why price is not the most important factor
when purchasing imaging hardware

When shopping for new imaging hardware, many customers look at their budget and let that dictate their purchase. Now I understand that budget is an important factor, however over the last 9 years working with imaging customers, many have purchased equipment based mainly on price – only to discover that it did not meet their long term growth needs.

So in light of these discussions, here is bits of wisdom that can be used as a checklist when considering new purchases:

  • Color or Black & White (B & W) scanning? The majority of scanners automatically come with color option but can also provide B & W scanning for smaller document size files.
  • Is Speed important – scanners are classed by Pages per Minute (PPM). How fast do you need the scanner to scan?
  • How much volume are you expecting to scan per day, week or month? Volume and speed is determined by the manufacturer when they develop the scanner.
  • Manufacturers group their scanners into categories based on PPM and the Daily Duty Cycle (DDC). DDC is how many images the scanner can handle on a daily basis. So if you have a large volume of scanning to be completed on a daily basis, a small desktop workgroup scanner will not be sufficient for the volume – it would break down all the time. Here are the general groupings that manufacturers use:

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Getting Rid of Legacy Systems

I recently watched a segment on King 5 News around how some government agencies are using legacy systems for their day-to-day work. The article was highlighting the software program used at the Department of Licensing to process vehicle registrations, however, there are a number of additional agencies that are using legacy programs and platforms for their day-to-day processes. The segment went on to discuss how expensive it would be to update all of those systems. Continue reading

Transactional Content Management – a catalyst for business process improvement

Despite the massive amounts of investments made in information technology there is still a need for businesses and organizations to continually ask the following questions on four main strategic business drivers:

  1. Reduce Costs: How can we complete “X” process in less time and with less cost and less labor?
  2. Increase Revenue: What can be done to improve the customer experience while shortening the sales cycle and improving our gross margins?
  3. Risk & Compliance: What must be in place in order to prevent unauthorized access and/or actions to our systems and data? What ability do we have to audit and report on the activities within the system?
  4. Competitive Advantage: What can be done to give our customers a “WOW” experience? What can be done to reduce the time from sales order-to-cash to improve self-funding our growth?

The strategic business drivers listed above when reduced down to their basic elements often translate into some type of process that is driven by documents and data. There are many systems that help affect this change like Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM); however, they can often times fall short because they are great at processing data, they just aren’t equipped to deal with documents like an Enterprise Content Management (ECM) system.

What is Enterprise Content Management or ECM? The Association for Information and Image Management (AIIM) Continue reading

Enterprise content management in higher education

The Times They Are A Changing

Change. Change on college campuses in administrative systems has historically been slow. Most universities still admit and manage students using a complex web of people, mail, paper, manual routing and data entry. They know it is inefficient and costly. So why is higher education lagging behind when there is a huge opportunity to gain efficiencies, particularly with the technologies and best practices we have today?

Risks. Rolling out many small software projects across a campus can delay addressing the big picture, and give the illusion of avoiding risk. The need for collaboration and the high cost of managing multiple systems with duplicate data sets are not addressed initially. The risk then becomes in controlling the waste. Somebody is eventually going to add that up.

Future. Though higher education is still in its infancy compared to most sectors, a new awareness of the need to manage unstructured content is gaining momentum. Along with that realization are the departmental process reconfigurations and then it can’t happen fast enough. People in an organization touch and re-use information despite their department of origin. The future is to manage a piece of content once and make it available to those who need it. Continue reading

Are you using your checklists in PeopleSoft?

You probably have one or more document imaging systems that enable you to reduce paper files, but how is your staff managing communication with students? Well designed paperless processes include efficient communication with students by the Offices of Admissions, Enrollment and the Registrar. Much of the communication with prospective students during the information gathering process can be system generated based on document types, system checklists, and timely automatic notifications.

That is just one of the many benefits of using PeopleSoft checklists. University administrative staff can also receive automatic notifications when documents are received and files are complete, shortening cycle times for student evaluation, acceptance and enrollment. Is your system set up to provide the following? Continue reading

Meeting today’s competitive challenges: are you maximizing your information?

Enterprise architecture is transforming the way universities manage and access student information. The movement is toward flexible, SOA-based services that result in more adaptable business processes, better collaboration and more manageable systems. Universities are competing more than ever to admit students that meet specific criteria. Expedient access to the right information during the enrollment cycle and beyond is crucial.

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Universities should leverage information to recruit the most qualified students

The ability to gather information and evaluate a potential student in a timely manner is critical for a university to effectively recruit and enroll the most qualified students. When a high school or transfer student identifies a list of universities and colleges they may be interested in attending, so begins the accumulation of information about the student; their identity, academic record and preferences.

This information is coveted and schools that can quickly identify it and use it have a considerable advantage in recruiting.

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Panasonic Panaboard-Not Your Average Whiteboard

I have discovered great benefits that Interactive Whiteboards offers in day-to-day activities that many of our private, government and education customers are utilizing. Highlighted below are two of the more popular interactive whiteboards that are requested by customers – the Panasonic UB-T880 and UB-T880W Panaboards.

What is an Interactive Whiteboard?

  • It is a Whiteboard that uses a projector to display PC Images onto it’ surface and lets the presenter operate the data on the board, with a finger or an Electronic Pen that works like a PC mouse. It is an active, visual-based educational tool.

Benefits

  • Makes it easy to create effective, eye-catching teaching materials and it promotes active, visual-based teaching and learning.
  • Intuitive operation that allows you to freely manipulate music, movies and images, to change ordinary meetings and presentations into visually active exchanges.

Features:

For a great list of features – check out the brochure.  You will be surprised at all it can do!

I discovered some interesting “out of the box” applications of interactive whiteboards:

Remote Conferencing – for Board meetings, company staff meetings and training (using the remote conferencing system)

  • Education – the Panasonic Interactive Panaboards can be purchased with RM Easiteach software. The Panaboard’s information can be saved and distributed to students via flash drive or email. It is a great collaborative teaching tool.
  • Education –  a School district that did not have the funding or infrastructure to put multiple computers in every classroom  – they now use the Panasonic Interactive Panaboard in 700 classrooms to provide Web and Multi-media learning applications and interactive activities involving the web and built-in stereo speakers.
  • Healthcare – a hospital that uses the Panasonic Interactive Panaboard as an operating room scheduling tool. Also utilizes the Panaboard in waiting rooms to help entertain adults and children for hours while they wait.
  • Utilities – a Utility company that uses the Panasonic Interactive Panaboard as a tool for monitoring different functions such as water and power.
  • Firefighting – Fire Station that uses the Panasonic Interactive Panaboard for training and as an interactive tool for Google Maps – they use the touch capabilities to zoom into a specific location of a fire to discuss different ways to access to location etc.

 If you have an interesting way you are using an interactive whiteboard please share this information – we could all learn from your experience and wisdom!

Megan Lane

Inside Sales

ImageSource

San Jose State University Enrolls Students with Oracle and Peoplesoft SIS

San Jose State University Campus

There is a new way to process students into Universities that are using Peoplesoft SIS. It is called WebCenter Content and it is built by Oracle.  The first installation in the country is in full production at San Jose State University (SJSU).
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If content is the king, then portal is the queen

Alakh Verma, Director, Platform Technology Solutions at Oracle, explores the transition to Web 3.0, which was first defined by Dakota Reese Brown as “The Contextual Web.” Verma states, “It is estimated that by 2020, there would be 4 billion people online; 31 billion connected devices, 25 million applications, 1.3 trillion sensors/tags and 50 trillion gigabytes of content created in networked society.” He believes the focus on the Web experience will grow, and having a portal framework enabling contextual access to content from a unified repository will be at the center of importance during the next decade.

Read the full story at Oracle WebCenter blog.

The top 5 mistaken beliefs about content management

Your university may or may not have a strategy for managing content, the unstructured information streaming in and out of all areas of your campus on a daily basis. It’s likely you at least have a partial strategy where one or more of your departments is capturing and storing some type of unstructured information for later retrieval.

In a world where the use of digital channels is enabling organizations to synthesize large amounts of information in seconds, universities are making it a top priority to gain control of that rogue 80%, which is the approximate amount of unstructured information slipping through the cracks. This information is not easily accessible because it is scattered and isolated in departmental or personal file systems. This is the information employees need to do their jobs.

Information management 20% structured 80% unstructured information

University structured v. unstructured content

Content management services and software technologies have adapted to changing business environments so quickly over the past ten years, it is difficult to keep up with where the capabilities lie today. The following are five mistaken beliefs about content management and the facts that dispel those beliefs.

5. Content management is mostly beneficial for scanning and archiving documents.

Content management covers the lifecycle of information from creation and publication to archival and eventual disposal. One of the largest benefits of content management is enabling workflow automation. A perfect example is when someone in your organization wants to buy something. The individual begins to create documentation such as pricing research, correspondence, a requisition, purchase order, invoice and a contract to name a few. With workflow automation, these supporting documents are captured, routed and accessed interdepartmentally for approval, payment and auditing. Transactions are processed in hours or days instead of weeks.

Continue reading

The Top 5 Mistaken Beliefs About Content Management

Gain control of unstructured content

Your company may or may not have a strategy for managing content, the unstructured information streaming in and out of all areas of your organization on a daily basis. It’s likely you at least have a partial strategy where one or more of your departments is capturing and storing some type of unstructured information for later retrieval.

In a world where the use of digital channels is enabling companies to synthesize large amounts of information in seconds, organizations are making it a top priority to gain control of that rogue 80%, which is the approximate amount of unstructured information slipping through the cracks. This information is not easily accessible because it is scattered and isolated in departmental or personal file systems. This is the information you should be arming your employees with so they can do their jobs.

Continue reading

ImageSource® Awards Customer Partners for Innovative ECM Solutions

theme imageImageSource recently announced the winners of the 2011 Nexus Customer Partner Awards. The winners all show exceptional and innovative ways of utilizing Enterprise Content Management (ECM) technologies and include San Jose State University, ESCO Corporation and Mira Costa College.

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Don’t just archive your content, use it when you need it

Whether you are dealing with student records, registration forms, accounting files, financial aid or any other departmental processes, the most efficient way to use the information and get it to your main system is to scan the documents at the time they are created or received.

If you wait until the end of the process, many people across your organization will have photocopied, faxed, emailed, sorted, filed and re-filed, creating massive amounts of unnecessary work, expense and wasted resources.

Continue reading

Maintenance Over Management: A Survey of Business Officers

The sky has not fallen — but pieces of it could soon be hitting a campus near you.

That is one way of summing up the findings of Inside Higher Ed’s first-ever Survey of College and University Business Officers, released today in advance of the annual meeting of the National Association of College and University Business Officers.

The survey, the second of a series in which Inside Higher Ed is gauging the views of key higher education constituents, reveals a surprisingly upbeat assessment about the financial state of American college campuses (especially private nonprofit ones), as seen through the eyes of their chief finance and business officials, 606 of whom responded to the survey.

About one in six business officers at both public and private nonprofit colleges described the financial health of their respective institutions as “excellent,” and another 57 percent of public-college CFOs and 47 percent of private-college CFOs characterized their respective institutions’ financial health as “good.” Business officers at public and private institutions alike also generally rebuffed the notion that the budget cuts their institutions have suffered so far have damaged the quality of their academic programs or academic support for students — opinions that many other people on their campuses are unlikely to share.

Read the full story at Inside Higher Ed News.

Taking PeopleSoft to New Heights in Higher Ed

The PeopleSoft ERP system you use for Student Information Services (SIS) has been built to support nationwide and world wide applications. As such, it cannot provide unique challenges for each business need.Typically, we see IT shops and business directors working around the deficiencies in the product in an attempt to meet specific business objectives.  We also see universities purchasing complimentary products to try to meet specific needs and requirements.

From an IT perspective, the cost to write custom code to modify PeopleSoft is prohibitive, or the software simply cannot meet the business objectives. With this in mind, ImageSource, a systems integrator for Oracle, has built several modules for higher education that will have a dramatic effect on how universities conduct business. The integration is codeless, so although we “talk back and forward” to PeopleSoft, there is little requirement to have PeopleSoft technical staff supporting the project.

This new module provides true business workflow that can be designed and built by the business unit, allowing work to be pushed out to the specified knowledge workers. The pilot project recently completed at major California University has been deemed a complete success. This solution now allows them to provide critical real time service to students, parents and faculty.  With the initial implementation in Finance and Student Services, this university is ready to implement the program campus-wide and gain substantial ROI.

If you’d like to know more about how this solution works please email Lynne Butler, ImageSource Higher Ed Business Consultant, at lynneb@imagesourceinc.com

The Beauty of Dealing with Colleges

It has only been a few years since I was in college, and I can still remember those days like it was yesterday. I can remember the warm sunshine, cramming for finals, hanging out with friends, football games, and everything that comes with the college experience.

I went to college out of state and ended up taking some summer and winter courses at local community colleges near my hometown when I was home from school. Naturally I got grades in those classes and wanted those grades sent to my university so they could be counted toward my graduation requirements. However, the process to find out if my grades actually were
transferred over involved multiple phone calls and lots of waiting.

I took some online summer classes at a well-known community college in the area where I’m from. I wanted to have the grades I received in my classes sent to the university I was attending in a different state. I went online, filled out a form, input my credit card information and hit “Submit.” That was the end of it.

After a few weeks, the phone calls started. I called the registrar at my university at least once a week for at least six weeks trying to figure out if they’d received the transcripts in the first place and where they were in the process. After a number of weeks, I checked my unofficial transcripts from my university and the grades from the community college were there.

It would have been nice to have gotten some kind of notification when the university received my transcripts and at various other points in the process. An email would have sufficed.

I know I’m not the only person who has experienced this. There are numerous other universities who handle their transcripts this way. However, there is a solution that I believe will satisfy both the student and the university.

The solution looks at transcripts in a whole new way, processing information when the transcripts arrive at the school. Information is captured off the transcript and a calculator looks at credits earned and automatically performs the calculation. At any point, a student can log into the system and see where their transcripts are in the process. It’s beneficial for universities because they can now process more information, faster, and they can move transcripts more quickly through the queue.

A major California University has implemented this solution at their campus. They are processing more transcripts now than ever before. Their process is automated and students can now be moved throught the queue much faster. Students who are applying as freshmen can now find out faster if they have been accepted to the university. Students who may have attended a community college in the summer (as I did) can now have their grades trasnfered over with ease and be notified where the school is in the process.

I know as a student in college at one point, I definitely would have appreciated a system like this in place.

For additional information on this higher ed solution, check out this link: http://www.imagesourceinc.com/Solutions/Industry/Education/index.htm.

Kristina Parma
Communications Manager
ImageSource, Inc.

AACRAO Presentation You Can’t Miss

The team at ImageSource is looking forward to meeting Admissions personnel from across the country to get input on a brand new way of helping students with the enrollment process.

At booth #106, you will see how a student can use their home page as a portal into the progress of their application. On Tuesday evening at 5 pm, Dave MacWatters will be explaining the entire process.

Terry Butler
Chief Solutions Officer
ImageSource, Inc.

Where’s My College Application?

A foreign student has applied to four different schools across the US. She spent two years in a community college where she received her Associate of Arts degree. She applied online at all four schools where she hopes to be accepted into a School of Engineering.

It has been three weeks and she and her family have not yet heard from any of the schools as to the status of the enrollment process.

In the meantime, hundreds, if not thousands, of new applications are being handled by enrollment services. Documents, including letters of recommendation, visas, foreign document permits, health records and transcripts are pouring into these universities. Additionally, there are automated transmissions imported into these schools in an attempt to reduce the workload of already overworked university staff.

Phones are constantly ringing with calls  from concerned applicants and parents. Emails are accumulating and can no longer be answered due to volume and reduced staffing requirements.

At most institutions, this happens to be standard practice during the enrollment time period, and universities are looking at better ways to service their applicants and to help break the bottleneck in the work process.

At AACRAO in Seattle next week, ImageSource will present the answer – a view of how the student services operation will look. A major university on the west coast has accepted the challenge and is determined to change the process through true Enterprise Content Management. It should be made clear that this is not document imaging. This university will continue to use their student information system, but documents entering the university will be processed immediately and will be sent to various workflow queues where they will be pushed through the system. As information is processed, it will be uploaded to the student information system, work packages will be distributed automatically to knowledge workers, and plans are being considered to update information to student portals for self-service.

Terry Butler
Chief Solutions Officer
ImageSource, Inc.

Colleges and Universities – Give Your Students Something to Cheer For!

Most Higher Education institutions have a student portal where students and parents can review mounds of information. From courses completed to the amount owed to events occurring at the school, the portal provides critical data. It acts as a self-service device to drastically reduce the amount of phone calls and emails that were once necessary.

However at most institutions, the ability to get REAL TIME information for a student applicant is very difficult. Questions such as, “Did you receive my transcripts? What else do you need? When will I know if I am accepted?” continues to be a difficult task.

At AACRAO in Seattle next week, you will have the opportunity to see the first student portal that is linked in real-time to the entire back room process for student enrollment. Not only will true enterprise content management (ECM) give the applicant peace of mind, it will provide huge benefits to all departments within student services.

Stop by ImageSource booth #106 during the AACRAO exhibition and don’t forget to register for the 5pm session hosted by ImageSource.

This is a really different experience.

Terry Butler
Chief Solutions Officer
ImageSource, Inc.

Don’t Miss This AACRAO Seattle Presentation

ImageSource is really excited about the AACRAO conference being held in Seattle next week. In our booth (booth #106), we will be demonstrating how a student applying for college can go to the University portal and view the progress of their application.

This process will dramatically reduce the number of phone calls and emails that are fielded by an overworked Admissions office. At the booth, you will see the though process behind a new ECM process.

ImageSource is also giving a presentation Tuesday evening at 5 p.m. Any College, University or Higher Ed Institution looking to become more efficient when it comes to students can’t miss this.

Can’t wait to see you there!

Terry Butler
Chief Solutions Officer
ImageSource, Inc.

A Higher Ed Solution You Don’t Want to Miss…

In the 90s, a lot of Higher Ed institutions acquired document imaging systems to get rid of the volumes of paper from student files, accounting records, human resource documents, etc.

Times are changing now, and there are demands for student portals, integrations with Student Information Systems, the ability to capture electronic transmissions, the need for extensive workflows, and quite frankly, the ability to work more efficiently. More work has to be completed by less people. In most cases, staffing levels have been reduced.

The problem is, most systems currently installed in these institutions were built by Hershey, ImageNow, Nolij and other client server technology software manufacturers, and were built for specific purposes, primarily to eliminate space.

However, In order to meet the demands for campus-wide ECM solutions, there is a need to move from client server platforms into true n-tier architecture products, where standard document imaging has been integrated with Web Content Management, where records management and digital asset management is all part of a suite of products. Content needs to be ingested at the beginning of the process and pushed to knowledge workers.

In today’s world, content is not about scanned pieces of paper, it is not about bar code indexing, or OCR technology.  Universities are demanding products that are versatile and can be supported by a light IT staff.  The cost to repeatedly introduce an RFP for every IT need has been realized.  The requirements now set forth in an RFP for content management solutions far surpasses the ability of the traditional scan, store retrieve systems of old.

The new technologies available in Enterprise Content Management platforms will be demonstrated at the ACCRAO conference in Seattle, the 14th through 16th of March.  At booth 106, you will see how a student portal will work.  At the ImageSource presentation Tuesday evening at 5pm,  you will see the inner working of the system designed for San Jose State University, due to go live early spring.

Terry Butler
Chief Solutions Officer
ImageSource, Inc.

Higher Ed Automates Transcript Processes With ECM Technology

Enterprise Content Management (ECM) can provide a host of benefits to Higher Ed Institutions. Efficiencies can be found in Admissions & Registrar, Financial Aid, Accounting & Reporting, Human Resources, Marketing & Communications and more.

ImageSource Customer Partner, San Jose State University, is utilizing ECM technology for creative automation solutions in several departments, with plans to expand university-wide. Besides automating Finance’s requisition to PO process, a unique solution in Enrollment Services has created one of the most advanced transcript automation processes available.  Utilizing PeopleSoft as the core engine, ECM technology automatically extracts almost all data from paper and electronic transcripts and uploads the data to PeopleSoft.  The system provides coordinators, evaluators and auditors with concise, consolidated information, allowing them to calculate credits at the touch of a button and make enrollment decisions quicker.

Debbie Horton
Communications Director
ImageSource, Inc

Vote to See These Valuable ImageSource Presentations at OpenWorld

ImageSource has proposed 3 presentation ideas for Oracle OpenWorld. Please take the time to go to the Oracle Mix website and vote for the ImageSource presentations.

Best Practices for Upgrading to Oracle IPM 11g
This session will explore opportunities for organizations looking to upgrade to Oracle IPM 11g. Expert integrators who have worked with this product from its inception will examine best practices when moving to 11g. We’ll explore how IPM 11g offers a true platform for enterprise deployments. Learn the best way to transition, how you can still use SQL databases and about exciting new features. Explore the extensible architecture, the BPM platform and understand how the open integration to MANY lines of business applications, in a loosely-coupled manner is a good change from the hard coded integration of the past & how it will affect future upgrades.

The Future Direction of ECM – Oracle IPM 11g
The speculation is over and Oracle IPM 11g is upon us. Independent expert integrators will present a case study example on a new implementation and explore how IPM 11g offers a true platform for enterprise deployments. Discover the best way to transition, how you can still use SQL databases and about exciting new features like wizards, searches, inputs & connections to external data sources. Explore why an extensible architecture benefits multiple business processes and how the BPM platform simplifies the implementation of workflow. Understand why the open integration to MANY lines of business applications, in a loosely-coupled manner is a good change from the hard coded integration of the past & how it will affect future upgrades.

Oracle ECM in Higher Ed – Conquering Registration, Transcripts & Financial Aid
Universities are experiencing an explosion of information. The need to control it, even leverage it, has never been greater. From registration to transcripts to financial aid and more, today’s students expect online services and electronic forms facilitating faster decisions and timely responses. This session will explore how Oracle Enterprise Content Management allows institutions to optimize specific, departmental business processes while providing a common platform for all information processes across the enterprise. Higher Ed experts will show how Oracle ECM provides a reliable way for all departments to securely access the same, current, accurate information.

You must become an Oracle Mix member to vote. Please sign up and vote to see ImageSource present at OpenWorld.

To vote:

  1. Click on this link: https://mix.oracle.com/
  2. Register as an Oracle Mix member
  3. Go to the right side of the screen and link on “Suggest A Session 2010”
  4. Sort by title
  5. You must vote for at least three sessions for your vote to count. Please vote for the above three presentations.

Debbie Horton
ImageSource
Communications Director

 

 

Higher Ed Institutions Learn to Bridge Information University Wide

On May 12, ImageSource hosted a webinar titled “Information Management for Higher Ed: Bridge All of the Information Across your University”

The Webinar looked at how Universities are experiencing an explosion of information and how the need to control it, even leverage it, has never been greater. From registration to transcripts to financial aid and more, today’s students expect online services and electronic forms facilitating faster decisions and timely responses. Ensuing departmental document management solutions result in silos of information, and redundancy in content, technology and processes.

In the webinar, we explored how Enterprise Content Management (ECM) allows institutions to optimize specific, departmental business processes while providing a common platform for all information processes across the enterprise. We discussed how ECM provides a reliable way for all departments to securely access the same, current, accurate information. And when content is managed by a common platform, Universities share more than information. Sharing the cost for implementation and ongoing IT resources can provide big benefits to their bottom line.

Enterprise Content Management Solutions for Higher Ed are:
Extensible
Although it may originally be implemented in any department, an Enterprise Content Management system is designed to be expanded to include the entire organization.
Secure
ECM systems allow for control of access to sensitive information, protecting student confidentiality and University liability.
Compliant
Access records completely and immediately. Automated retention schedules allow for effective storage.
Efficient
Immediate access to critical information means Higher Ed organizations can do their job better and faster. This can improve the competitive edge through improved service to applicants and enrollees.
Economical
Reduce the footprint and expense of storing and accessing paper records. And when distributed across the entire enterprise, cost savings are realized through shared IT resources, hardware and software investments.

To view the Webinar please visit our Website: ECM Solutions for Higher Ed

To learn more about ECM solutions in Higher Ed and the many benefits it provides consider attending our ECM Solutions Conference, Nexus 2010.

Debbie Horton
ImageSource
Communications Director

 

Tackling ECM in Higher Education Part One

It seems whenever I meet with prospects in Higher Education I keep hearing the same thing over and over again, we have a system in this department we have another system in this department but we don’t think what they have will work for our needs. How did this scenario come to be? The answer is pretty simple, in the past, many systems in Higher Education that were chosen focused on specific departments, primarily Admission & Records and the Financial Aid Departments which were prime targets due to the large volumes of content each generated. Thus the beginnings of what we commonly refer to today as “Islands of Information” began to take place,  with each department doing their own thing or nothing at all. Today the business paradigm has shifted with departments such as AP, AR, HR, Student Services, Campus Police, Housing and the above mentioned departments now all requiring Content Management. Each department has its own unique requirements with integration into one or more ERP type of systems being quite common. Tackling all these requirements can be a challenge since the answer lies outside the traditional school of thought and requires us to  look beyond the department and expand our vision around Enterprise Content Management. How we go about doing that will be in discussed in part 2 of my next blog.

Bob Garrido
Senior Account Executive
ImageSource, Inc.

 

Infonomics Article ECM

Dan Hooper of Integrated Services Inc. recently contributed and article to the July.August issue of Infonomics Magazine.

July.August 2009 Cover

July.August 2009 Cover

The article focuses on the importance of developing a strategy for managing information and content.  So often organizations focus on the technological features of an ECM platform or software solution and not the business processes and people that will need to adopt change in order to successfuly implement a new ECM system.  Whether your looking to implement a Document Management, Content Management, Document Capture, eForms, Web Content Management, Business Process Automation or Document Imaging solution it is important to understand that a key difference between success and failure is user adoption through effective change management and executive leadership.  You can dot all your I’s and cross all your T’s on the technical front evaluating a software solution but if you don’t understand how it will affect the user community, what policies and procedures you will need to revise and how you will market the solution internally you could end up winning the battle and loosing the war.

Another key element to a successful ECM strategy is a committment to future upgrades, enhancements, technical support and ongoing training.  A well managed ECM strategy should constantly evolve over time.  Many organizations who invest in an ECM solution from an initial purchase and implementation standpoint do manage to meet many of the goals and objectives of the original project.  The challenge comes when the project is complete, users are working with the new solution and the implementation partner has fulfilled its obligations.  At this point many ECM solutions are not upgraded consistently, new employees don’t recieve the same level of training and new technologies are not incorporated to enhance the functionality of the solution.

I look forward to reading the next column’s on this topic.  Thanks to Dan Hooper and AIIM for publishing this article.  Many of these topics will be explored and discussed during Nexus 2009 held in Bellevue, WA. November 2,3

Shadrach White
Chief Technology Officer
ImageSource, Inc.
ILINX Capture