Education Higher - University Of Maryland, Baltimore

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HigherEducationImageNow for enterprise document management,imaging and workflow12Introduction to ImageNow14ImageNow – A Campuswide Solution16Admissions and Registrar18Financial Aid10Accounts Payable and Procurement11Human Resources12ImageNow at Work Across Campus13Legal and Compliance14Customer Successwww.imagenow.com/highered

About Perceptive SoftwarePerceptive Software’s mission is to create a direct and effortless connection between higher education institutions and the documentsthey need to simplify their daily student administration and business activities campuswide. Our flagship product, ImageNow , lets usersefficiently capture and organize virtually any document type, then route and retrieve a precise page with a single click from within anysoftware application at the moment it’s needed.The key is ImageNow’s patented integration that weaves tightly into any existing student information systems (SIS) or business softwareapplication, regardless of manufacturer or platform, without programming. With ImageNow, customers worldwide build powerfuldocument management into their existing technology investments with minimal lifetime cost.From its headquarters in the U.S., office in England and via channel partnerships in South Africa, India and across the globe, PerceptiveSoftware provides enterprise document management products, services and support that help higher education customers achieve timeand cost savings across campus.Others promise. ImageNow. Captures virtually any type of document fromanywhere at any time Organizes documents and the business processesthey influence rapidly and easily Provides instant access to the precise documentsyou need at the exact time you need them Complements the business systems that driveyour enterprise processes Requires minimal system management andmaintenance from your IT team Enables full product functionality to be deliveredvia hosted or traditional deployment options Makes system expansions and modificationseasy on your staff and budget Delivers this complete, enterprise-ready packagequickly and cost-effectivelyWhat is a Document?Most think of a document as several pieces of paperstapled together and crammed into a filing cabinet.Collecting this paper electronically is crucial to workingmore efficiently. Our products make the task of capturingscanned applications, pledge cards, invoices and anyother paper student or business document effortless.Today, paper comprises only a fraction of your school’sdocuments. Unorganized computer files, faxes, e-mailand other pieces of unstructured data also stifleproductivity. Our sophisticated technology capturesvirtually any type of document — electronic files, ISIRs,online application forms, photos and more — asseamlessly as it acquires scanned documents.

Managing Documents. Improving Student Service.Moving Higher Education Forward.Imagine the impact at your college or university of havinga direct connection to student, personnel and businessDesigned for Valueoperations information. You’d make admissions andSoftware that needs constant attention causes headaches for higherfinancial aid decisions more quickly, provide better serviceeducation professionals. Many applications on the market require significantto students and staff, boost productivity and more. Forprogramming that is costly, time-consuming and delays return on investment.Cornell University, the University of Wales, Bangor,The ImageNow product suite uses patented technology to easily andUniversity of Cape Town and 300 other colleges andseamlessly integrate with any existing and future student information systemuniversities worldwide, these benefits are a reality.or business software application, without requiring a single line of code.ImageNow enterprise document management, imagingImageNow is designed with priority on ease of use and minimal maintenance,and workflow puts you in touch with the documents youallowing you and your users to focus on what’s most important — service toneed and with each other, with a single click, to help youstudents and staff and efficient business processes. Because ImageNow canwork faster, more accurately and more collaboratively.be applied where needed quickly, customers experience immediate return oninvestment in efficiency, time and cost-savings — not just long-term ROIFocused on Higher Educationdown the road.ImageNow is competitively priced, but the real benefit to customers isJust as your students and staff expect focused attentionthe product’s life cost. The universal integration capabilities and flexibleon their needs, you can expect our focused attention on thedeployment options of ImageNow make the most of your existing technologyspecific document management needs in higher educationinvestments. Many software vendors insist on costly service contracts,today. From enrollment services to human resources tobut Perceptive Software lets you dictate the extent of support. Our productadvancement, Perceptive Software engineers developsupport team is available when you need us, but ImageNow is designedhigher education-specific ImageNow product packs thatto ensure you won’t need us much as you expand document managementcomplement virtually any application that drives youracross campus.student information and business processes.CAPTUREINTEGRATED RETRIEVALscanneddocumentsCentral Business OfficeAdmissions and RegistrarFinancial AidAccounts Payable and ProcurementHuman ResourcesAdvancementResidential LifeAthletic DepartmentHealth ServicesAuxiliary Servicesprint to umentsImageNow mailportabledocumentformatsImageNow(full client)WebNow(web-basedthin client)ImageNowMessage Agent(web services)www.imagenow.com 3

ImageNow for Higher Education – A Campuswide SolutionFlexible. Scalable. Efficiency Across Your Organization.AdmissionsImageNow’s greatest assets are its innate flexibility andscalability. From admissions to financial aid to humanresources, ImageNow is built for ease of use and rapiddeployment, letting you quickly create campuswideefficiencies. At the same time, ImageNow seamlesslyintegrates with your existing student information andbusiness applications to deliver documents at the pointof need, enabling staff to reference the exact documentBoost RecruitingEnhance your admissions process by consolidating all incomingstudent applications and supporting documents into one secureelectronic repository. ImageNow and WebNow give counselorsin the office, at home or on the road instant access to applicationpackets and help them make quick, informed selection decisions.Other authorized staff members can answer student inquiries inreal time.required with a single click.ImageNow is built with a highly scalable architecture thatsimplifies the product’s cost-effective expansion intoadditional software applications and other departmentsacross campus. Single- or multi-server, one departmentor across five campuses, 5 users or 5,000 — ImageNowis made to adapt to your school’s unique documentmanagement needs and budget considerations, creatingmaximum return on your technology investments.WebNow , the full-featured, browser-based companionRegistrarElevate Information SharingExpedite transaction processing such as grade changes,add/drop and graduation applications by electronically capturing,storing and routing documents. ImageNow can automaticallyupdate your SIS and student portal environment, making currentinformation available to faculty, staff members and students.Importing historical transcripts into ImageNow cuts storage costsand improves service to students.to ImageNow, extends single-click document access andother powerful ImageNow features beyond campus offices,enabling admissions and financial aid counselors to evaluateFinancial Aidstudent files from at home or on the road.Vendor independence is our ultimate goal for you; that’s whywe educate you and your users early on, empowering you totake complete ownership of ImageNow and expand itsbenefits to other areas when you’re ready.Simplify Award ProcessingAutomatically capture FAFSAs, ISIRs, applications and all otherdocuments and collate them in the student file. Use customizablebusiness rules to automatically route completed files to the staffmembers assigned to process them. By eliminating manual tasksand other paper-related delays, ImageNow speeds awardsprocessing, enabling you to notify students of award decisionsearlier than ever before.“One of the best things aboutImageNow is its scalability.We were able to start withan affordable, small-scaleimplementation and expandit to meet our growing needsas our budget allowed.”Janet GranbergProject LeaderMadison Area Technical CollegeAdvancementEnhance Donor ManagementImageNow works in concert with your donor managementsystem to manage pledge cards, checks, donor correspondenceand other documents, allowing you to approve and assimilatedonations quickly, easily track financial metrics and respondto donors without delay.Residential LifeImprove Housing ManagementScan or import housing applications, change requests, studentcorrespondence and all other housing documents into ImageNow,which automatically ties them to student records for instantretrieval at the point of need. ImageNow also gives usersconvenient access to requests, schedules and other informationregarding on-campus meetings, conferences and events.4 Perceptive Software ImageNow for Higher Education

Graduate AdmissionsSpeed Student SelectionImageNow captures application packets and automaticallyroutes them to counselors, selection committees and otherrelevant parties for immediate review. Replacing complexmanual processes with simplified, automated workflow helpsschools meet selection deadlines and make offers to the bestcandidates quickly.Finance and ProcurementMaintain Operational SuccessStreamline invoice processing by scanning and indexingdocuments upon receipt. Boost productivity using automatedworkflow queues and electronically route invoices to theappropriate channels for faster approval. By optimizing youraccounting processes, you increase the opportunity to capitalizeon money-saving supplier discounts.Health ServicesExpedite Care DeliveryImageNow captures and organizes student’s healthcaredocuments at the point of service and makes them instantlyavailable to nurses, physicians and counselors, facilitating fastercare. Managing current and former students’ medical records inImageNow improves continued care, reduces storage costs andsupports HIPAA and FERPA compliance.CampusHuman ResourcesManage Your People ProcessesHR associates can take advantage of the tight integrationbetween ImageNow and your business application to quicklyaddress employee payroll concerns and effectively administeronline employee W-4 forms. Significantly reducedocumentation loss rate and help HR associates processresumés, faculty credentials, staff promotion applicationsand more in a timely manner.Athletic DepartmentCreate Lasting EfficienciesThe ability of ImageNow to fit into any business process allows itto meet the diverse document management needs of the athleticdepartment. With ImageNow, staff members have single-clickaccess to the information they need to review a student athlete’seligibility, evaluate a coaching job candidate, approve anequipment invoice and more.www.imagenow.com 5

Admissions and RegistrarStreamline Student Information ProcessingImageNow puts all pertinent student information at staff members’fingertips. Speed your admissions process by capturing and linkingeach student’s documents electronically, then automatically routeapplications and supporting information to the appropriate reviewer.Single-click access also enhances student service, helping admissionsstaff answer inquiries instantly. Reduction of filing, photocopying andmanual data entry helps the registrar’s office simplify enrollment,allowing students to register for classes without waiting in lines all day.ImageNow at Work in AdmissionsReduce the Cost of Paper ProcessesImageNow Technology FocusNo more manual filing or paper shuffling. Documents are secure andelectronically available to authorized staff at any point in the admissionsprocess. Single-click document access eliminates the cost and delay ofpaper copies and distribution. When you print missing information or selectionletters, ImageNow captures the print stream and imports a duplicate of eachletter. ImageNow ties these duplicates to student records, allowing you toanswer inquiries without delay.Enhance Student ServiceWith ImageNow, applications, transcripts, test scores, letters ofrecommendation and other student documents are imported and linked tothe correct student record upon receipt. ImageNow works with your SIS toidentify missing documents, and once packets are completed, routes themto appropriate staff members for immediate review. A faster approval processallows you to recruit the best applicants and to quickly notify them of yourselection decisions.ImageNow WorksheetsGoing beyond everyday annotations,ImageNow Worksheets are customizableelectronic entry forms that allow associatesto enter additional information aboutstudent applications, financial aid awards,grade changes and other processes.Worksheets are flexible review tools thatare linked to student records as part oftheir ImageNow files.XML and HTML data from Worksheets canbe used to automatically update existingstudent information and business systems,reducing time-consuming manual data entry.Boost Staff ProductivityConsolidate all pertinent student information into one central electronicrepository. Instead of carrying folders to and from campus, associatesworking from home instantly access application packets via WebNow,the browser-based complement to ImageNow. The integrated design ofImageNow minimizes the need for additional software training, ensuringfaster adoption of the system.“The enormous time savingsImageNow provides enabled us tomeet the Ivy League deadline formailing decision letters. WithoutImageNow, we wouldn’t have beenable to successfully manage a 35percent increase in applications.”Doris DavisAssociate Provost of Admissions and EnrollmentCornell University6 Perceptive Software ImageNow for Higher Education

ImageNow at Work in RegistrarStreamline Transcript ProcessingImageNow provides an easily deployed solution tostreamline student transfers. Transcripts from thetransferring school are scanned upon receipt and indexedautomatically. At the same time, ImageNow uses OCRfunctionality to create an electronic output file containingImageNow integrateswith your SIS withoutprogramming.student information, eliminating tedious manual data entryinto the SIS.Expedite Student Information ChangesQuickly process grade changes, add/drop and graduationapplications by electronically capturing, storing androuting them to the appropriate approver. Informationchanges are posted quickly to the student record,providing updated information to students via yourstudent portal and to authorized staff across campus.Create Secure ArchivesImageNow lets you create a secure, accessible archivefor attendance reports, grade rosters and more. Storinghistorical transcripts in ImageNow cuts storage costs,allows you to quickly fulfill transcript requests fromformer students and supports disaster recovery andrecords retention plans.Clicking the ImageNow icondisplays all Sally’s documents.1A former student, Sally Young, calls to request2You locate Sally’s record in your studenta copy of her transcript.information system and click the ImageNowbutton.34You select the transcript from the document list.At Sally’s request, you print the transcript andsend it to her.You have your answer in seconds.You instantly view Sally’stranscript.www.imagenow.com 7

Financial AidQuicken Processing and Award ApprovalIn the 2007-2008 school year, 18 million students enrolled in U.S.colleges and universities1. Nearly 80 percent of these studentsapplied for financial aid, up 25 percent from 2001-20022. ForFinancial Aid offices, this increase translates into thousandsmore applications that flood in during peak times.ImageNow captures student information from any source, includingonline forms, faxes, paperwork and e-mail, and stores it in a secureelectronic repository. Documents are automatically linked to SISrecords and completed files are sent directly to staff for review.The results include faster award decisions, elevated productivityand reduced overhead.ImageNow at Work in Financial AidImageNow Technology FocusConsolidate Student DocumentsElectronic document capture and storage protects student privacy, eliminatesthe space constraints of paper files and makes access as easy as one click.ImageNow Printer and DirectPrint CaptureExpedite Awards Approval ProcessEliminate the burden of printing by creatingelectronic TIFF images of documents likereports, spreadsheets, Microsoft Worddocuments and e-mail messages and thenimporting them directly into the ImageNowrepository.Instant access to student applications and other pertinent paperwork allowsstaff working in the office and at home to process financial aid requests morequickly. ImageNow Workflow electronically routes documents to appropriatestaff members across campus or across the country to speed review and aidawards.Process Documents Upon ArrivalThese images are instantly accessiblecampuswide.ImageNow captures and categorizes ISIRs, FAFSAs, tax forms, earningsstatements and all other financial aid file components, stores them in theYou can capture single-document printrequests and multi-student print streamsalike. ImageNow’s seamless integrationallows print jobs to be imaged and instantlyaccessible when working on recordsdisplayed in your student informationsystem.ImageNow repository and links them to student records in the SIS for easyretrieval.Improve Student ServiceWith instant access to documents, you can quickly and accurately answerstudent inquiries regarding application or award status. Keep long linesmoving during high service volume times like fall and winter semesterenrollment.“ImageNow reduced the time it takesto process financial aid documentsby 50 percent.”Andrew WojtkowskiSystems AdministratorCollege of Southern Maryland8 Perceptive Software ImageNow for Higher Education1New York Times2National Center for Education Statistics

The SIS displaysCarmen’s record.1As a financial aid counselor, you need to review2You locate her record in the SIS and click3ImageNow displays a list of all records on fileCarmen Johnson’s FAFSA.the ImageNow button.for this student, including her FAFSA, whichyou select.4You view the document and quickly find theinformation you need.You have your answer in seconds.“We are proud of our commitmentto excellence and to serving currentand prospective students. ImageNowundoubtedly plays a vital role in thedaily pursuit of these goals. It is aremarkable product.”ImageNowpresents a listof the student’sdocuments.ImageNow instantlydisplays the FAFSA.Douglas A. LevyAssociate Director of Financial AidUniversity of Michiganwww.imagenow.com 9

Accounts Payable and ProcurementMaintain Operational SuccessAccounts payable and procurement are paper-intensivedepartments. Success depends on how accurately and efficientlyyour staff can process the invoices, packing slips, contracts andother documents that pervade your operation.ImageNow enables you to easily capture, organize, access,manage and route any type of document alongside yourbusiness application, ensuring swift financial processing, timelyreimbursement and increased opportunities for supplier discounts.ImageNow at Work in Accounts Payableand ProcurementImageNow in Action: AutomationUse ImageNow to automate your financial processes suchas invoice matching, approval and exception handling;Collect All Your Financial Documentspayment generation and distribution; travel and expense;Organize invoices, receiving paperwork, proposals, contracts andreceiving and more. Advanced ImageNow technologyall other documents from any source in a single, secure repositorycollects key information from captured documents andto boost productivity.external sources to eliminate tedious steps so staff canInstantly Access the Right DocumentsLink related documents to records in your accounting software or any otherbusiness application for instant retrieval from any location.concentrate on valuable projects and tasks.Impact of ImageNow automation in accountspayable and procurement:Energize Your Workflow Simplified processes using data from documentsRoute documents automatically to the right place for faster approval and Enhanced information sharing between applicationspayment rather than waiting for paperwork to be delivered and processed.Reduce Manual ProcessingAutomate routine tasks so staff can focus on exceptions and critical issuesinstead of dealing with paperwork. Hands-off invoice matching, approval and payment Reduced manual steps and processing errors Immediate access to packet of related documentsImmediately Respond to InquiriesReplace file cabinet searches and callbacks with real-time access to preciseinformation that enables staff to provide immediate answers to vendors andcolleagues.Improve Business Process ManagementAnalyze productivity statistics, identify bottlenecks and more withcomprehensive yet easy-to-use reporting features.“ I know of no other university orgovernment unit that can processreimbursements as quickly as wedo with ImageNow. Literally, youcan take a trip, submit yourreimbursement request, andthe minute we get it, it’s paid thatday and in your bank accountthat night. It’s amazing.”Tom PearsonDirector of Procurement ServicesGeorgia Institute of Technology10 Perceptive Software ImageNow for Higher Education

Human ResourcesManage Your People ProcessesTo deliver superior service to faculty, staff and studentworkers, your school must hire and retain the mostImageNow in Action: Securitytalented personnel. That’s not an easy task when you’reThe security of personal information is an ever-increasing priority for allswimming in a sea of resumés, applications, payrollorganizations, particularly colleges and universities, and the human resourcesinquiries and more.department is tasked with a tall order to meet compliance guidelinesWith ImageNow, all employee information is centralizedand secure. Applicant and personnel documents alike arecaptured, stored and accessible electronically, enablingyou to retrieve a resumé or answer a payroll questioninstantly and directly from your human resourcesapplication.such as HIPAA and FERPA. With ImageNow, you can rest assured thatconfidential documentation relating to student workers, faculty and staffremains confidential with powerful security features, including:Digital Signatures: Electronically sign documents using advancedpublic-key infrastructure technology.Annotations: Define flexible access rules for annotations and combinethem with digital signatures.Benefits Enterprise-WideRedaction: Conceal sensitive data in a document while preservingthe state of the original.Centralize Employee RecordsCreate a secure and instantly accessible repositoryfor all HR-related documents.Enhance Employee PrivacyEliminate photocopies of records, ensuring that sensitivecontent remains private.Streamline Core ProcessesSimplify recruiting, onboarding, faculty credentialing,performance management and other initiatives.Encryption: ImageNow supports the latest encryption standardsand is Common Criteria (EAL2 ) certified.Authentication: ImageNow provides a variety of methods to authenticateusers and track document access.User and Document Privileges: Tightly control access to distinct systemfunctions, documents and document types.Auditing: Easily configure audit templates to log more than 150 differentImageNow functions.Protect Corporate RecordsMinimize the potential for misfiled or lost employeedocumentation.Speed Information SharingAutomatically distribute job requisitions, resumés,benefit documents and more.Rapidly Resolve IssuesInstantly view tax, benefit and other HR-related documentsto resolve discrepancies promptly.Enhance Regulatory ComplianceQuickly and easily audit employee records for internalor external audits and satisfy HIPAA and FERPArequirements.Reallocate Work to Available ResourcesShift HR and payroll tasks around based on currentworkload.“ ImageNow is easy to implement, learn and use.We instantly access important documentswithout leaving our desk. Information is nowat our fingertips.”Gary LeitnakerAssistant Vice President, Division of Human Resourcesand Parking ServicesKansas State Universitywww.imagenow.com 11

ImageNow at Work Across CampusEfficiencies in All DepartmentsImageNow solutions can be extended to any department to improveInstead of wasting time filing, photocopying and retrievingproductivity, speed business processes and enhance student service.hard copies, associates can concentrate on meeting theAny office dealing with the inefficiencies of processing paperwork canneeds of students and colleagues. With ImageNow, servicebenefit from the powerful yet easy-to-use capabilities of ImageNow.to students is more effective, housing allocations andThrough hands-on implementation and training, we equip you withthe skills to manage ImageNow independently, enabling you toconference planning are completed more quickly and staffmembers are more productive.extend the benefits of enterprise document management, imagingAthletic Departmentand workflow across campus at your own pace.The athletic department is a self-contained enterpriseThe ability of ImageNow to integrate with virtually any studentthat includes AP and procurement, human resources,facilities management, recruiting and many other businessinformation and business system without programming makes it easyfunctions. The ability of ImageNow to fit into any workflowto introduce ImageNow to new areas. And because instant access toprocess and to work in concert with any softwarerelevant documents is effortless for users of any skill level, ImageNowapplication makes it the ideal fit for the diverse documentencourages a high level of usage from the outset, delivering anmanagement challenges of this department. Implementingimmediate return on investment. Best of all, flexible licensing optionsenable you to expand ImageNow campuswide cost-effectively,leaving more in your technology budget for other projects.ImageNow can speed the completion of daily tasks, elevatestaff productivity and reduce paper-related overhead.ImageNow security privileges protect documents storedin the product’s repository, so using ImageNow to manageemployee and student records supports compliance with“The scalability of ImageNow is one of itsgreatest assets. I can see it being usedin every department because it easilyconfigures to fit into any businessfunction.”John GroverAssociate Director of Systems and OperationsUniversity of Maine SystemFERPA, HIPAA and other regulatory acts. Advancedreporting features facilitate easy monitoring of documentedactivities, helping the athletic department fulfill therequirements of NCAA audits and other regulatoryinitiatives.Health ServicesWhen students check into your health services center,they want appropriate treatment and services quickly.ImageNow allows employees to import an entireadmissions packet with a single click and ensures thecollection and accuracy of required documents. This allowsstudents to receive care without delay. Because employeesAdvancementImageNow allows you to organize pledge cards, checks, annual reportsStoring students’ medical records in ImageNow allowsintegration with your donor management system enables authorized userscounselors, physicians and nurses to access H&P forms,to retrieve pertinent documents instantly, so you can immediately answermedical histories and any other document with a singlequestions from donors and colleagues.click. Other benefits include reduced storage and officeapproval and assimilation, ensuring donations go to the appropriate programfaster than ever before. ImageNow also allows managers to track financialmetrics and to quickly provide auditors with the detailed information they need.Residential LifeManaging the paperwork associated with on-campus housing and meeting/conference facilities is time-consuming and costly. Scanning and importinghousing applications, meeting room requests, correspondence and all otherpertinent documents into ImageNow puts employees just one click awayfrom the information they need. they can focus on meeting students’ needs.and all other donor information in a single, secure electronic repository. TightReplacing paper-based processes with automated workflow speeds donation12are not wasting time photocopying and filing documents,Perceptive Software ImageNow for Higher Educationsupply costs, support of FERPA and HIPAA mandatesand a faster revenue cycle.Auxiliary ServicesAchieve new levels of efficiency and provide bettercustomer service by placing key documents at employees’fingertips. Use ImageNow to manage paperwork andimprove performance in areas such as campus diningservices, campus store operations, packing, transportationand many others.

Legal and ComplianceSupport Data Security and Regulatory ComplianceGiven the innate vulnerability of paper, document imagingis an ideal tool for helping keep legally binding documentssecure from unauthorized viewing and tampering as wellas in cases of disaster. ImageNow’s unique architectureensures easy access to documents for authorized users,while utilizing proven, industry-standard security featuresto keep others out.Meeting today’s regulatory mandates requires cost-effectivemethods to address multiple requirements simultaneously.Perceptive Software understands the compliance issuesyour school faces and offers solutions you can leverageas part of your overall comp

WebNow , the full-featured, browser-based companion to ImageNow, extends single-click document access and other powerful ImageNow features beyond campus offices, enabling admissions and financial aid counselors to evaluate student files from at home or on the road. Vendor independence is our ultimate goal for you; that's why