Office Manager Integrated Document, Contact and Schedule Manager Office Productivity for the rest of us

Office Manager Integrated Document, Contact and Schedule

Manager

Office Productivity

for the rest of us

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Contents

1. What is Office Manager?2. Who is it for?3. Design Features4. How it Works5. Platform & Development6. Summary

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What is Office Manager?

A broadly based, cost-effective platform of horizontal industry applications on which integrated vertical solutions may be built

A single- or multi-user application for managing all of a person’s or organisation’s documents and other critical data

A tool for enhancing personal productivity and enterprise efficiency and security

Conceptually:

An integrated Document Manager, Contact Manager, Group Schedule Manager and More

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What is Office Manager?

Secure - Office Manager provides record-level access control managed by group and/or by individual user

Browser- based – the client workstation needs a modern browser and no more

Fast – Office Manager delivers SQL response data to the browser virtually instantaneously

Operationally:

Available as a monthly online Subscription Service (ASP model)

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Contents


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Who can use Office Manager?

Anybody who needs to manage their documents efficiently is a prospective user of Office Manager

(especially if they want to manage their contacts, appointments and tasks in an integrated environment)

Work Groups who need to share a single data store

e.g. company department, project teams. (SMEs are Workgroups!)

Single Users especially those who travel for business

e.g. “one-man-band” entrepreneurs, researchers, journalists

Enterprises who can use the group and personal record linking to fine tune security but have the entire company using a single data store

Charities Even charities can afford Office Manager

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Who must use Office Manager?

The Prime Target Market for Office Manager is any person, company, government department, institution or other organisation who or which:

• must serve data, especially documents, on a time-sensitive basis to its clients, customers or members or the public

• needs to identify archived documents rapidly and retrieve them reliably

• may be called upon to prove that it has discharged its duty of care or performed its professional obligations and

• understands the importance of investing in the resources and enforcing the disciplines needed to create the library.

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Contents


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Core Design Elements

The strength and speed of Office Manager lie in its simplicity of design and function enhanced by the intelligent application of cutting edge technical resource

Unique Entities The Office Manager data structure represents the common objects of

commercial life as unique entities each of which is only recorded once and linked to other Entities without a hierarchical structure

Power Search Even with hundreds of thousands of records to search, enter a word or

a part word in the Power Search box and only those records show that include that string. Enter up to 6 words to hone your search.

Core Design Elements :

Find-Link-Jump The multi-dimensional relational links you create in Office Manager

allow you to jump with a single click to any Entity that interests you

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Strength in Simplicity

Prime Entities These are the basic building blocks of commercial and management

vocabulary: Person, Org, Address, Venue, Project, Resource & Concept

Link Entities Real things that only exist as a relationship between two Prime

Entities: Relatives, Residents, Branches, Affiliates, Executives

4 Entity Types:

Doc Entities Everything important to do with managing documents: Author,

Addressee, Project/File, Custodian, Bundles etc.

Action Entities The tools to help you manage your life: Events, Tasks and Notes

The classic, simple structure of Office Manager allows for easy creation of Custom Entities

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Entities Reflect Life

Person

Prime and Prime Link Entitiesin Office Manager

Org Address

Branch

Resident

Executive

Relative Associate

Officer

Existing

Future Version

Venue

Project ConceptResource Custom Entities

These Entities may be owned by a Person or an Org

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Document & Action Entities

Person

Document and Action Entitiesin Office Manager

Org

Either/or

Author Addressee

Party Signatory

Document

DocLink

Custodian

Dispute Bundle

Document Entities Action Entities

Events

Notes

Tasks

Transaction Link

to a

ny o

ther

Ent

ity

Register

Existing

Future Version

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Contents


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Technical Structure

Data Store Backup

Browser on Client

Internet

mySQL/SQLServer

Website Data Engine

PDA(Future)

HTTP

ColdFusion Server

SSL/Firewall

One way to implement office Manager – over the Internet

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How it Works

Internet, VPNInternet, VPNor Leased Lineor Leased Line

Laptop Single User

Secretary

Desktop User

Contractors

Enterprise Data Centre

ColdFusion

mySQL orSQLServer

Unique Data Store

Offman Data Centre

Unique Data Store

Office LAN

SuppliersClients

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Activity Cycle

•Link Any Document or Action Entity to any Prime Entity or Document and follow your train of thought single click by single click

•Find exactly the document or data you need instantly•Track tasks and note performance

Enter

•Enter and Manage Contacts, Documents, Events, Tasks, Notes, Calendars and Alerts

•Track task performance

Retrieve•Print lists and bundles for litigation discovery, completions, due diligence, meetings etc Find-Link-Jump

OutputA Classic

Activity Cycle

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Benefits to the Customer

•Find individual records from 1,000s in seconds•Single-click jump to the record you want•Follow your train of enquiry across boundaries•Reduce time wasted searching for lost data

Data Integrity

Improve Customer Satisfaction

•Everybody sees the same data•Eliminate synchronisation problems•Avoid duplication of data

•Respond to client’s needs faster•Allow client secure access 24/7•Reduce costly attendance time

Enhance Efficiency & Productivity

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Contents


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Broad-based Platform

Horizontal Market Applications

Prime Module and Action Module

Ver

tical

Mar

ket S

olut

ions Company Secretarial

Lawyers Package

Mixe

d M

odule

s

Prime Entities, Documents, Tasks, Events, Notes, Calendars, Alerts

Accou

nting

, Affil

iate

Track

ing, M

embe

rshipCustom Modules

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Contents


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Our Place in the Market

Integrated Management of Contacts and Prime Entities Documents Actions

Events Tasks Notes Calendars and Alerts

Custom EntitiesData Singularity

Store Once Access Randomly (SOAR) Everybody works on a single set of

data: Everyone is always up to date Eliminate synchronisation

problems

Find-Link-Jump Power Search No hierarchies/folders Single-click jump to Entity:

Prime Document Action

Anywhere Any time Anyhow Browser and internet connection 24/7/365 Your Server or Ours

Offman Online monthly subscription Office Intranet/Extranet Laptop or desktop

Low starting cost

A Unique Combination of Features

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Conclusion

Just Log On!

Office Manager Integrated Contact, Document and Schedule

ManagerHas the potential to be a disruptive technology creating a new horizontal platform for productive management of personal and enterprise contacts and documents

integrated with vertical industry applications of all kinds and for all purposes