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Human Resources

Nancy Esposito May 18, 2011 nancy@frevvo.com 203.208.3117. Human Resources. Agenda. About frevvo frevvo Product Overview Demo Human Resource Solutions. Company Overview. Founded in 2005, New Haven, CT. 100+ customers/partners. 2-month ROI, 20x+ productivity gains. Highlights:

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Human Resources

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  1. Nancy Esposito May 18, 2011 nancy@frevvo.com 203.208.3117 Human Resources

  2. Agenda • About frevvo • frevvo Product Overview • Demo • Human Resource 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 drive process efficiency • 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 used 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 Human Resources

  12. Paper Forms are pervasive • Large, diverse user community • Employees, Managers, HR Administrators • State/Local authorities • Public • Dozens of paper forms • Performance Reviews • Vacation Requests • Expense Reports • Millions of paper documents must be filed, stored (often for years) and searched manually.

  13. HR processes rely on forms • Vacation Request • Employees asks for vacation days • Supervisor checks the request against employee’s HR records • Request is approved or denied • HR records are updated • Performance Review • Manager prints and complete performance review form • Employee adds comments and signs form • Manager review comments, make adjustments and sign form • Signed review form is added to employee’s HR records • Employee On-/off-boarding • Expense Reports • 1099/etc

  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 human satisfaction, reduces waste. • Digital signatures protect confidential data.

  16. Current Performance Review Process • Manually fill in paper-based 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 employee. 2 weeks

  17. frevvo Performance Review 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 Common controls (date, email, phone …) are automatically and instantly validated. Easily specify custom validation patterns. • 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.

  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 Performance Review 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 employees & managers. • Faster decisions. 3 days

  30. frevvo Live Forms Summary

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

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