Higher Education

Higher Education

Nancy EspositoMay 18, [email protected]

mailto:[email protected]

About frevvo frevvo Product Overview Demo Higher Education Solutions

Agenda

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.

Company Overview

Business Processes depend on forms

Business processes and workflows across all vertical markets and horizontal

functions are driven by FORMSVERTICAL MARKETS• Healthcare• Government• Education• Pharmaceutical• Financial Services• …

HORIZONTAL FUNCTIONS• Finance• Customer Support• Human Resources• …

Paper-based processes are expensive

•Manual forms processing is costly, error-prone, and slow.•Data integrity is compromised through human error.•Confidential data is not easily protected.

• Handle errors

• Perform Calculations

• Validate data

• Find forms in filing cabinet

• Locate/Print on network

• Routing (Mail/Fax)

• Review• Tracking/

Audit

• Off-site storage

• Filing cabinets

• Scanners/fax machines

E-forms bring efficiency to processes

• Automatic Validation

• Business Rules

• Multi-page forms

• Works in browser.

• Easy to use.• Nothing to

install.

• 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.

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

frevvo Live Forms

frevvo Live Forms is the easiest way to electronically Design, Collect, Approve and Manage information in your critical business processes.

Sample CustomersHEALTHCARE

InvitrogenHMAMultiwebIntralinksDaniels International

EDUCATIONSyracuseNC StateFlorida TechKaplanWest VA DOE

GOVERNMENTUS DOTNASASharjah Govt. (UAE)Georgia Court SystemNC4

OTHER VERTICALSAPX AlarmDeloitteFormosa PlasticEisner AccountingSchawk Digital

Forms-drive process examplesHEALTHCARE

Patient referralAdmission HistoryPhysical AssessmentPatient Portals

EDUCATIONStudent EnrollmentTeacher EvaluationScholarship applicationTranscript requestStudent Portal

GOVERNMENTBuilding permitsVoter RegistrationDrivers LicenseChange of AddressFEMA Forms

HR/FINANCEVacation RequestEmployee T&EPurchase OrderInvoicesBenefits Enrollment

Creating Forms Today frevvo Live Forms™1. Mockup: User needs ✔2. HTML, ASP, JSP coding: Form fields Drag & Drop3. JavaScript coding: Validation, Rules, Tabs ✔4. CSS coding: Style, fonts, colors … ✔5. AJAX coding: Rich user experience ✔6. Java/XML coding: Data Integration ✔7. Browser specific code: IE6, IE7, IE8,

Firefox✔

8. Performance: Scalability, Responsiveness ✔9. Custom coding: PDF/TIF/JPG etc. export ✔10. Third-party products: Approval Workflows ✔11. Custom coding: Multi-page forms ✔12. Custom coding: Digital Signatures ✔

Huge Value to Customer

frevvo in Higher Education

Large, diverse user community◦ Students◦ Teachers◦ Staff

100’s of paper forms and processes◦ Student enrollment◦ Financial aid◦ Housing◦ Human Resources

Paper Forms are pervasive

Millions of paper documents must be filed, stored (often for years) and searched manually.

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

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.

Paper processes cost money

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.

E-Forms/Workflows reduce costs

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.

Current Student Enrollment process

8-10 weeks

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.

frevvo Student Enrollment process

Simply drag and drop using your web browser to add/re-arrange controls in your form. No additional software needed.




systems.

Use your existing web browserNo special filler software needed. E-forms work in all standard browsers.




systems.

Automatic, Instant Validation

Common controls (date, email, phone …) are automatically and instantly validated.

Easily specify custom validation patterns.




systems.

Help/Instructions for any field

Provide instructions and tooltips for any field in the form.




systems.

Dynamic pick lists, Auto-fill

Retrieved from a database

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



systems.

Skip Logic/Business Rules

Controls are skipped/displayed depending on answers to previous questions.




systems.

Attachments

Upload attachments and share them between users in a workflow




systems.

Digital Signatures

Digitally sign sections and guarantee data integrity. Data in signed sections cannot be tampered with.




systems.

Routing: Tasks/Email. Task list shows pending tasks by user/role.

Users can be notified by email of pending tasks.




systems.

Audit TrailAutomatically maintain an audit trail for all forms/workflows.




systems.

Integrated with ImageSilo/PaperVisionWizards connect forms/workflows to ImageSilo/PVE with zero coding.




systems.

Database/Business System IntegrationWizards for integration with databases and LOB systems.

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

Ease of use •Drag and drop, user-friendly user interface.•Available on-demand: zero installation.

Efficient •50% reductions in application cycle times.•Automatic routing and data verification.

Cost effective •60% cost savings over paper processes.•20-30x productivity improvements, 2-3 month ROI.

Reliable •Huge reductions in manual data entry errors.•Built-in audit trails.

Secure •Digital signatures protect data integrity.•Integrated access control, privacy, encryption.

frevvo Live Forms Summary

Nancy Esposito203.208.3117

[email protected]

Thank You

Personal Demonstrations ROI Analysis Next Steps

Documents

Higher Education