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

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).
Continue reading

Vote for These Valuable ImageSource Presentations at OpenWorld 2011

ImageSource has proposed three presentations ideas for Oracle OpenWorld 2011. Please help us bring these valuable presentations to the Oracle community by voting for the three sessions below at the Oracle Mix website.

Getting Real with Oracle ECM 11g – Benefits & Lessons Learned from Going Live
Join this interactive discussion on the implementation of Oracle ECM 11g. See successful 11g installs for Accounts Payable and Records Management and learn how the most recent Oracle technology sets a solid foundation for these organizations for years to come. Discover how 11g provides a tight integration between vertical components providing a wide range of choices and more flexibility in architecting and designing solutions. Explore how Oracle 11g also provides a host of benefits in the context of the broader Oracle line-of-business platforms – weather it’s Siebel, CRM on demand, JD Edwards or PeopleSoft – the integrations will be tight.

Mastering Records Management and Retention Policies with Oracle ECM 11g
One of the largest counties in the Northwest recently implemented Oracle ECM 11g for Universal Records Management. The system, designed around the core concept of contribution folders, is blazing the way to effectively manage records County-wide. The technology provides a hierarchal structure, with drag-and-drop functionality and automatic metadata and retention policies, for efficient and effective records management. Discover how this infrastructure for records management can facilitate Public Disclosure Requests and unleash the many enterprise capabilities of Oracle 11g.

Oracle ECM & PeopleSoft/JDE – A Synergistic Combination
If you use PeopleSoft/JDE and are interested in extending their capabilities to accelerate multiple business processes, then this is a must-attend session. Through a tight integration, business processes are automated using Oracle ECM software to leverage your data residing in your Oracle database, optimizing operations. Further advancing efficiencies, users can utilize ECM functionality without leaving the familiar PeopleSoft/JDE interface. Capture structured and unstructured information from paper or any digital source, develop electronic workflows and store all your information in a secure repository. Learn about specific synergistic solutions that have streamlined processes for Higher Ed, Financial Services, Human Resources and more.

You must become a 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) Click on “Suggest A Session”
4) Sort by title
5) You must vote for at least three sessions for your vote to count. Please vote for the three presentations above!

Debbie Horton
ImageSource
Communications Director

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

Northwest County Goes Live with Oracle ECM 11g and Automated Records Management

A sizable county in the Northwest recently partnered with ImageSource on a major Universal Records Management solution. Implementing Oracle’s latest technology – Oracle ECM Suite 11g – the county’s Public Works and Utilities (PWU) led the shift to an automated system for managing records. By putting a state-of-art records management system in place, PWU is blazing the way for the county to effectively manage records and retention policies county-wide.

The impetus to automate records management at the County included a variety of challenges.  They were working from an electronic digital vault for storing documents that had been developed internally and operated with antiquated architecture and technology. The indexing structure was extremely complicated so they had difficulty finding and storing information and the vault had zero records management capabilities. There was no official File Plan in place and content was kept in multiple formats and several locations; paper files, network file system and the vault.

The starting point for the project was to perform a Policy and Procedure review.  From that ImageSource Professional Services delivered several reports including eDiscovery and Public Disclosure recommendations, a vault migration strategy, a metadata model and an official File Plan for automating records management with government mandates and regulations.

Once the structural foundation for records management was analyzed, evaluated and a governance plan put in place by ImageSource, the technology implementation was the next step. Oracle 11g was selected as the infrastructure for several reasons. Recently redesigned, Oracle ECM utilizes JAVA programming technology for its ECM suite, providing the most recent Oracle technology and a solid foundation for years to come.  11g also provides a tighter integration between vertical components, which at the end of the day, provides a wider range of choices and more flexibility in architecting and designing solutions.  Oracle 11g also provides a host of benefits in the context of the broader Oracle line-of-business platforms – weather its Siebel, CRM on demand, JD Edwards or PeopleSoft – the integrations will be tight. The other Oracle products used to support this implementation are Oracle AutoVue, Oracle Secure Enterprise Search and URM Adaptors for SharePoint and the Network File System.

Utilizing Oracle ECM 11g and its Universal Records Management (URM) module, records management policies are now in place for three workgroups within Public Works and Utilities. A system was designed around the core concept of contribution folders. In order to ease transition, the Oracle software was designed and set up to mimic the folder structures that the County was using on their network file system. The contribution folders have a hierarchal structure and content contribution to the folders is extremely easy with drag-and-drop functionality. The hierarchal structure enables automatic assignment of metadata and records management policies without ever having to key index values.  Direct contribution capabilities into the file structure are also available from Word, Excel, PowerPoint and Outlook.

The County went live with this new Records Management solution a few weeks ago and is now moving toward a completely automated records management system in PWU. This solution also provided the County with the infrastructure to facilitate Public Disclosure Requests and to automate records management County-wide. The benefits will be far reaching as the County moves into full production and later expands the many enterprise capabilities of Oracle 11g.

Debbie Horton
ImageSource
Communications Director

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

Three Essential Components of ECM – Capture, Connect and Share

At our recent ECM Solutions Conference, Nexus, ImageSource announced the new brand strategy for our ILINX product line – Capture | Connect | Share.

The three word tagline was chosen because it so accurately describes the critical comments of an effective Enterprise Content Management system.

Capture:
The more effectively an organization can get information into their system the better they are able to manage that information. Critical content comes into organizations every day. How are you capturing your information? How effectively are you managing all types of content (paper, electronic content, video, pictures, etc)? What technology are you embracing to enable electronic information? Fax machines? MFPs? Desktop scanners? Production scanners? Because Capture is the “on-ramp” to any ECM system, having the right tools (ILINX Capture Products) will enable the success of your ECM system.

Connect:
Seamless integration with line-of-business systems is essential for user adoption, simple end-user training and overall Change Management. With the use of ILINX Connect products, organizations can access all critical documents from one central ECM repository without ever leaving the LOB system they are familiar with. ILINX successfully integrates ECM systems with SAP, JD Edwards, PeopleSoft and others.

Connectivity between different ECM systems is also essential in order to maximize the benefits of all the various technologies. ILINX integrates technologies such as SharePoint, Oracle, LiquidOffice, Kofax, and more.

Share:
Business operations depend on getting the right information to the right people at the right time. Having the right tools to access that information easily is the functionality built into the ILINX Share products. Organizations must be able to export targeted information effectively for public disclosure requests, specific agenda items, invoices, and much, much more. Having that information easy to retrieve in a well organized, usable format is essential.

ILINX products are the cornerstone of many successful ECM solutions. Visit the customer success stories page on our website and see how organizations, both public and private, are creating effective ECM solutions utilizing ILINX technologies.

Debbie Horton
Corporate Communications Director
ImageSource, Inc.