Quarterly Strategy Update Centennial School District · 11.02.2013 · Statement – High School • Publicity Form – elementary – check for MS and HS • Registration Checklist

Quarterly Strategy Update

Consulting, Managed and Professional Services

January 28, 2013

Quarterly Review

Centennial SchoolDistrict

Agenda

Attendees Volumes Trends Professional Services End User Survey Copy Center Happenings

2© 2012 Ricoh Americas Corporation. All Rights Reserved.

Introductions

RicohMike DiPietro – Senior Customer Relationship Manager

Pete Mullen- Education Account Executive

Lew Boynton – Integrated Account Manager

Mike Kurhan- Professional Services Consultant


CentennialChris Berdnik – Business Administrator/CFO

Linda Fanelli- Business Office

Volumes & Trends - Color


Month 2012 2013JanFebMar

1st Qtr 0 0AprMayJun

2nd Qtr 0 0Jul 0Aug 4,027Sep 7,490

3rd Qtr 11,517 0Oct 9,391Nov 9,996Dec 6,961

4th Qtr 26,348 0YTD 37,865 0AVG 7,573 0

Volumes & Trends – Center




2nd Qtr 0 0Jul 3,707Aug 1,211,700Sep 1,163,531

3rd Qtr 2,378,938 0Oct 849,794Nov 626,604Dec 517,306

4th Qtr 1,993,704 0YTD 4,372,642 0AVG 728,774 0

TRAC JOB Submissions




2nd Qtr 0 0JulAug 14Sep 499

3rd Qtr 513 0Oct 576Nov 626Dec 457

4th Qtr 1,659 0YTD 2,172 0AVG 434 0

Hardcopy Submissions




2nd Qtr 0 0JulAug 14Sep 513

3rd Qtr 527 0Oct 591Nov 489Dec 339

4th Qtr 1,419 0YTD 1,946 0AVG 389 0

Typical K-12 Education Paper FormsProcesses

• Consistent forms and processes throughout district

• Increased efficiency through the elimination of paper-based processes

• Reduced manual data entry costs

• Support for “green” paperless-based initiatives

• Improved data accuracy through database look-ups and form processing rules

Formatta & K-12 Education OverviewOptimized Electronic Forms Processing

Registrar•Change of Address•Records Request•Transfer Request Form –incoming student (inter-district/out-of-district)•Transfer Request Form –“Pupil Transfer and Request”Outgoing student (inter-district/out-of-district•Transcript Request

Finance•Budget Transfer•Change Order•Purchase Order•Requisition

Other•Manila Card - Parent conference info•Cumulative Card

HR/Payroll•Application for Service Staff Employment•Course Pre-approval Request•Direct Deposit•Employee Change of Status•Employee Health Record Form•Employee T&E•Extracurricular Activity•FTE Approval Form•HR Applicant Form •I-9, W-4 & W2•Insurance Forms•Payroll Distribution•Personnel Action Form•Policies•Request for Criminal Record Check•School Personnel Health Record•Teacher Application•Time off/Leave Request•Tuition Reimbursement•Workers compensation•1099

Admissions• Appropriate Use - K-12• Authorization to Give

Medication• Checklist for Building –

elementary only• Enrollment/Application Form• Emergency Contact• Free and Reduced Lunch

Form• Immunization Reporting Form• Insurance Card - accident

insurance • New Student Information• Yearly Student Update

Information• Parental Registration

Statement – High School • Publicity Form – elementary –

check for MS and HS• Registration Checklist• Request a Password• Weapons Violent Statement

K-12 Administrative & Back-Office Form ProcessesOpportunities for Automated Online Forms

• Transforms any paper-driven process into paperless solution• Mimic ease of paper with online form intelligence • Rapidly develop any type forms from scratch or PDF import• Distribute any electronic form to any audience• Speeds & optimizes processing with electronic routing,

notification, secure signatures and archiving • Automatically integrates discrete form data, attachments and

image via industry standard web-services and direct database connectivity

• Deploys in days, not months• Easy to use, requiring minimal administration training

Formatta automates business processes through online forms data collection and sharing

Formatta Forms Online Cross Platform + Browser Support

iOS – iPad and iPhone Windows XP – IE7Windows 7 ‐ Chrome

• Forms retain exact look, feel and functionality across browsers and operating systems

• Forms only need to be designed once • iOS:

• Touch interface• Native web access, not device installed app

Formatta End‐User Form Access Process

Access

• Published designed forms

• Formatta Online Portal/Catalog

• Access form online by URL link

• Online access from Internet, Intranet & any web page

• Mobile access with native touch based UI

• Ensures most current form version

Complete Automate Share

Formatta End‐User Form Access Process

Access

• Download & access locally

• Attach to Email

• Embed link in Email

• Ensures most current form version

Complete Automate Share

Formatta End‐User Form Completion & Submission Process

• Complete form online or save locally and complete off-line

• Pre-populate with information

• Validate information upon entry

• Conditional field level validation

• Drop downs, radio/check boxes, text fields

• Electronically sign document

• Attach supporting documents

• Submit completed form

Access Complete Automate Share

Formatta Automated Form Process & Workflow Notifications

• Submitted form follows automated workflow conforming to your business practices

• Conditional routing based on form data

• Email Notifications

• View status along workflow process

• Pre-populate new form

• Export form data & share


Formatta Automated Form Sharing &Integration Process

• Send form to others to review, complete and process

• Export form data & share with applications, systems and databases

• Archive completed form and store image in your document imaging, archiving and content management environments


Quick Return with FormattaNine (9) HR Form Processes Converted

3,450 Forms Completed AnnuallyRealized 85% Savings

Annual Savings $318,890

13,889 Hours Saved579 Days Saved1.6 Years Saved

Formatta

25,000 Submissions(License, Maintenance,

Installation and Training)

Scanning Templates

Industry templates can be downloaded to let you get up to speed quickly and apply best practices that are tuned to specific workflows.

Templates for GlobalScan NX

Copy Center Happenings

Keep on the Radar– 3 hole punch (anything more complicated)

– Old GBC

Reconfiguring the room (analysis) IT engaged for technology move New Part Time employee almost through Hiring

Process


End User Comments

“Everything was (?) been very timely and to order thanks for your work it is appreciated”---Jason Brokenbshire

“Thanks for the maps, Drew! They look AWESOME”---Lori Starr

“I’m glad you’re there to help us. Thanks, again, Drew.”---Robin Herman

“Thanks for all you are doing. I love the fast turnaround time.”--- Carolyn Fisher

“You’re awesome!!!!”---Nancy Avery21© 2012 Ricoh Americas Corporation. All Rights Reserved.

Questions?

Thank you.

Documents

Quarterly Strategy Update Centennial School District · 11.02.2013 · Statement – High School • Publicity Form – elementary – check for MS and HS • Registration Checklist