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Electronic Content Management

Electronic Content Management. School Systems Learn the Value of Document Management to Better Serve Students, Parents and Staff. Presented By:. and. Agenda. Key Business Challenges ECM Overview Fortis Solutions Demo Potential Savings Q&A. Key Business Challenges.

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Electronic Content Management

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  1. Electronic Content Management School Systems Learn the Value of Document Management to Better Serve Students, Parents and Staff Presented By: and

  2. Agenda • Key Business Challenges • ECM Overview • Fortis Solutions • Demo • Potential Savings • Q&A

  3. Key Business Challenges • Stringent record keeping and public access requirements • Overwhelming records storage space • Budget limitations on administrative staff • Mandates to improve teaching and learning with limited resources • Sharing documents throughout school or district • Communication with Parents/Community • Develop better processes around Individualized Education Programs (IEPs)

  4. Electronic Content Management

  5. ECM For K-12 Education • End-to-end lifecycle -document capture, management & retrieval • Organize electronic files and hardcopy documents • Solutions for student records, financial administration, HR, payroll and more… • Scalable, from one department to entire district • Rapid Implementation • Easy to Use • Cost effective and concrete ROI • Achieve Organizational Continuity

  6. Uses for ECM in the K-12 Environment • Student Records • Accounting/Finance/Payroll • Human Resources • Facilities Management • Curriculum • Communication w/ community • Individual Education Plans (IEP) • Admissions/ Financial Aid (Private Schools) • Special Education • Teacher Credentialing • Paperless Board Meetings • Administration

  7. Fortis Solutions • Paperless document storage and retrieval • Eliminate costly storage of student records • Reduce administrative costs • Security profiles for access control and auditing • Ensure FERPA compliance • Document annotation capabilities • Capture teacher and student comments in portfolio • OCR and Full Text Indexing • Capture and index unstructured content • Create a searchable knowledge bank

  8. Fortis Solutions • Web client/portal access • Secure access from “anywhere” • Parental access to online student portfolio • Workflow and routing • Automate back office approvals • Streamline employee onboarding • Manage records retention lifecycles • Line of Business integration • Link student portfolios with SIS. • Link accounting documents to Quickbooks, JD Edwards, PeopleSoft

  9. Fortis Solutions • Disaster recovery preparedness • Nightly or real-time backups • Web-based forms • Streamline application/enrollment processes • Streamline the field trip permission slip process • Develop online IEPs • Reduce redundant data entry • Eliminate paper, toner and ink costs

  10. Demo

  11. Potential SavingsTime • Time saved retrieving documents • Time saved re-filing documents • Time saved searching for mis-filed documents • Time saved sending files • Time saved making copies

  12. Potential SavingsResources • Time savings would allow staff to be more productive • Frees up space previously used for filing cabinets • Establish consistent filing structure and policies immediately

  13. Potential SavingsPaper • Direct links to documents within the repository • Electronic copies can be emailed • Save directly into the repository • Print directly into the repository

  14. Potential SavingsRisk Mitigation • Confidentiality • Audits • Environmental Hazards (fire or water) • Disaster Recovery

  15. Conclusion • ECM provides schools the ability to do more with less, while still meeting mandated record keeping and public access requirements • Questions

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