automated forms delivary and management

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http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 1 Existing Customer Problem Approved solutions provider for Acrobat Additional cost for admin functions like copying, data entry, routing and filing. Other Disadvantages: Labor and paper intensive process Misplaced or lost forms cost real loss of $$ to Organizations Difficult to trace the form’s current status (whose desk it is on) Not a environmentally sound solution Pre Printed forms that cost organizations to print, process and store.

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Page 1: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 1

Existing Customer Problem

Approved solutions provider for Acrobat

Additional cost for admin functions like copying, data entry, routing and filing.

Other Disadvantages:

• Labor and paper intensive process

• Misplaced or lost forms cost real loss of $$ to Organizations

• Difficult to trace the form’s current status (whose desk it is on)

• Not a environmentally sound solution

Pre Printed forms that cost organizations to print, process and store.

Page 2: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 2

• Co-Founded by three executives with diverse skills in 2007

• Approved statewide contractor for MA, Vermont and Maine

• Raghu Nandan, CEO and President– 20 plus years of experience of creating and delivering multimillion dollar

software solutions

• Samuel Schneider, CIO and EVP– 20 plus years of experience as ex-CIO for companies such as EqualLogic, Dell and

Cognex, CTO of Achievement Technologies

• Abhay Chavan, CTO and VP– 15 plus years of experience in software development, VP of Software

Development team for StateStreet

Executive Team

Approved solutions provider for Acrobat

Page 3: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 3

Existing solution – option 1

Collect information (data) via a Web based System

Data from the form: saved into database

Disadvantage:Does not work well when copy of the forms with signatures are required, for legal or approval process (ex. Legal, Human Resources etc)

Approved solutions provider for Acrobat

Approved Statewide Contractor (ITS43 –Technical Specialist)

Page 4: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 4

Forms based System

Enter data into a PDF form using Acrobat Writer (or equivalent) – save and email

Saves form but no data entry into databaseNo automated work-flow or routing

Does not work well when reports, long term storage or traceability are required – costly and cumbersome process

Save and share system !

Approved solutions provider for Acrobat

Approved Statewide Contractor (ITS43 –Technical Specialist)

Existing solution – option 2

Page 5: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 5

Our Solution – form that covers both options

Extracts user input data from the form into database(No Manual Data Entry )

Simultaneously, saves the form(s) in electronic format (No Paper copies )

Users fill the form and submit on line along with supporting documents

Forms Database

Page 6: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 6

Back office portal – streamlined processing and tracking via configurable work flow

Final approval by authorized department

Further processing and signoff for the form ‘n’ steps

Department n

Further processing and signoff for the form

Department 2 Department 3

Verify the validity of data entered / Check payment

Department 1

Final approved form with digital signature of approver stored in the system and /or emailed to the original applicant

Configurable work flow diagram

Page 7: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 7

Approved solutions provider for Acrobat

Benefits

It costs approximately $16.00 per page of a pre-printed form, processed in traditional paper format

ADM-Live enables submission, routing and processing ofPDF forms, electronically without paper copies.

In addition, approved / finalized forms can be storedelectronically. Reduces costs to approximately $4.00

Potential for significant savings

Increases company’s sustainability portfolio

Page 8: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 8

Market opportunity

In the calendar year 2011 - US companies spent over $6 billion on the purchase of preprinted paper forms

Another $15 billion was spent on processing of these paper forms

We do not have data on government agencies expenditure but experts in Open Office believe that the expenses at least 70-80% of the cost that US companies spent. (around $4 billion in printing costs and another $11 billion in processing costs)

Total market size: $36 Billion

Another HP study puts the annual expense at $92 Billion; while University of Hawaii study puts it at $120 Billion

Source: Gartner, HP, University of Hawaii and Open Office.org

Page 9: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 9

• e-submission of Forms in PDF format– Applicants submit PDF applications electronically

e-sign and e-pay

– Data and e-copy of PDF form is saved in database Relevant supporting documents can be uploaded

• Portal for paperless processing– To access, track, process, approve, store or transmit e-forms.

– Processing via streamlined, configurable work flow

• Reporting Dashboard– Reports and Statistical Analysis of user input data

– Content based form search capability

Product Overview

Approved solutions provider for Acrobat

Page 10: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 10

PDF Automation System allows you to: Save both PDF form and data, electronically

Streamlined routing /processing of form via configurable work flow

Track, set-deadlines, email notification during routing

Electronically store and lock approved/finalized form

Set up a retention schedule for e-vaults of stored forms

Implement Paperless ‘green’ solution

Build and run reports, analytics and business intelligence on data from forms, on demand

Summary

Approved solutions provider for Acrobat

Page 11: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 11

Competitors

Some of them include….

ExpeData

Form Router

Field2Base

Nitro Reader

…to name a few

Each have their own flavor but we truly believe our solution covers the entire spectrum of submission to processing and retrieval and finally archiving

Page 12: Automated Forms Delivary and Management

http://www.adm-live.com Contacts: 774-293-1293 / [email protected] 12

Thank you on behalf of :

ADM-Live, Inc.(a fully owned subsidiary of Soltrix Technology Solutions, Inc.)

p: 774-293-1293e: [email protected]

www.adm-live.com

Q&A / Thank you

Question and answers

Approved solutions provider for Acrobat