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Fifth Discipline Solutions

Collate Overview

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Agenda

Business Problem – Overview

Collate Overview

Collate Key Features

Role Based Functions

Collate Business Problem Solution

Collate Examples & Benefits

Product & Pricing

Conclusion

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Bob

Jill

Zane

SueFred

Weaknesses of ACME Corp Process:• Used free-format Excel• No single repository• Limited Security• No Workflow• Limited Governance

Board

George

What are the weaknesses?

Business Problem

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Collate Overview

Process Owners

Analysts

Support Teams

Business Units

Collate

Create forms

Coordinate Processes

Capture Data

Centralise Storage

Calculate Formulas

Compile Reports

Communicate Results

Control Governance

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Key Features

Structured data capture

Reusable elements

Productivity tools

Role based tasks

Approvals

Effective Communication

Perspective reporting

Status tracking

Detailed reporting

Centralised

Integrated Authentication

Role Based Authorisation

Configuration

Simplicity Workflow

SecurityVisibility

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Role Based Functions

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Formulate Controls Icon

Date Field

Auto Date

Auto User

Image Field

Grid Form Field

Attachment Field

Validation Field

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Formulate Controls

Formulate Controls Icon

Textbox Field

Dropdown Field

Masked Field

Checkbox Field

Numeric Field

Checklist Field

Radio Button List

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The Business Solution

Bob

Jill

Zane

Board

George

ACME Corp Information:A ccurateC ompleteC ost-effectiveU sableR elevantA daptableT imelyE nd-user Targeted

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• Project Logs

• Actions Register

• Decision Register

• Status Reports

• Lessons Learned

Project Governance

• Timesheets

• Leave

• Expenses

• Appraisals

Team Collaboration

• Decisions

• Actions

• Roles and Responsibilities

• Employee Appraisals

• Training

Knowledge Repositories

Examples for Collate Use

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How will you benefit?

Ease of Use MS Excel 2007 & 2010 a familiar interface

Lower cost of change management & Higher Adoption

Maintainability Lower cost and effort of maintenance

Auto updates runs from server

Scalability Easy to download from server and Install

Unlimited users supported

Traceability User credentials (Who), dates (When), ‘from’ and ‘to’ data (what) logged

Control The integrated security framework.

View, Capture and Publish roles are controlled.

Workflow controls enable when users may perform certain functions.

Cost Reduction Shorter turnaround,

minimal specialist involvement,

reduction of support skills required.

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Product & Pricing

Collate Cloud (SaaS) Hosted Server (at Mweb)Low footprintMonthly Subscription

Collate Desktop

Collate Server

Local & Server connectionLocal SQL Server Express DatabaseLicense

AdministrateCollaborationServer SQL Server Express DatabaseCurrently Bundled with Collate Desktop

$50 p/m

$999 once-off

Free

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Future Development

SharePoint Portal Integration (Accumulate Forms, Extricate Reports)

Additional Controls (including cascading drop-downs lists)

Unique key support

Collate Mobile Platform Server

Designate Design Studio (workflow design)

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Conclusion

Utilise structured team collaboration to

MAKE YOUR DECISIONS WITH CONFIDENCE

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Open up a world of possibilities…

Contact Us

Emailinfo@collatesolution.com

contact@fifthdisciplinegroup.com

Webwww.collatesolution.com

Tel+27 86 111 4317

Fax+27 86 111 4318

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