electronic report distribution with om plus rm

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Plus Technologies LLC Company Confidential - Copyright 2011 Plus Technologies LLC Company Confidential - Copyright 2011 Plus Technologies LLC Company Confidential - Copyright 2012 OM Plus Report Manager Electronic Report Distribution

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OM Plus Report Manager software from Plus Technologies can help you reduce the productivity and monetary costs associated with paper-based reports. This presentation examines the features and advantages (including case studies) of OM Plus RM.

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Page 1: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

OM Plus Report Manager Electronic Report Distribution

Page 2: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

Access: When out of the office, you do not have access to the printed reports that were placed on your desk this morning.

Businesses that become overrun with paper printing reports can see drastic drops in productivity and increases in cost.

As reports build up, problems arise: Locating paper-based files is slow,

cumbersome, and error-prone Cost increases occur from printer wear,

extra paper, and file maintenance Large printers and filing systems

take up space and incur further cost

The Problem with Print ReportsThe Problem with Print Reports

Page 3: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

A Report Management SolutionA Report Management Solution

OM Plus Report Manager software from Plus Technologies can help you reduce the productivity and monetary costs associated with paper-based reports.

Report Manager is a part of OM Plus, our output management software suite.

Page 4: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

OM Plus Report Manager (RM) has been equipped with a simple, intuitive, user-friendly interface that allows users to quickly find, view, and print reports with no desktop footprint beyond a web browser.

RM features a simple look and feel that users will find easy to use and navigate

User-Friendly Web InterfaceUser-Friendly Web Interface

Page 5: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

OM Plus RM can automatically capture report output from multiple systems.

RM will index the reports, apply security rules, notify users, and make available the specific pages users are permitted to see.

Can import and convert multiple formats including:

AFP MO: DCA MS Word PCL PDF PNG and more

Digital Report Indexing and AccessDigital Report Indexing and Access

Page 6: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

OM Plus RM features a highly efficient search function that enables users to readily find existing report information and view those reports quickly and easily.

This search capability allows users to sort through the repository and provide immediate access to pertinent content through structured, navigable search results.

Users find efficiencies and enhanced productivity by spending considerably less time on search iterations.

Report Search CapabilitiesReport Search Capabilities

Page 7: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

OM Plus RM provides the capability of printing the report from any location on any printer. Print from a phone, tablet, or computer Print to your office printer or on a printer halfway across the globe All you need is a web browser, an internet connection, and a printer

Printing ReportsPrinting Reports

Page 8: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

The OM Plus RM annotation feature allows users to annotate on a report or document which is viewable by all users with access.

The annotation feature eliminates the unnecessary emailing of information and quickly builds a workflow process against the data specified for discussion that is relevant to the parties interested in the report.

The conversation will be recorded by all parties in the workflow process for future reference.

Report Annotation FeatureReport Annotation Feature

Page 9: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

OM Plus Report Manager can be configured for enterprise LDAP / Active Directory user authentication.

The administrator has the ability to easily create additional user profiles

Create User ProfilesCreate User Profiles

Page 10: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

We understand the importance of digital asset security and it is critical to the core value of OM Plus RM Security standards meet the most challenging document security needs by:

Allowing administrators to control access to reports Allowing page-level security to be implemented on text documents Providing administrators with the ability to control report accessibility of various users (i.e. “View Only”) Creating one report and virtually bursting the report or document to all authorized users

The RM viewing capability will build efficiency for backend processing of one file to many users verses many individual files for each entitled user.

Security and Data PrivacySecurity and Data Privacy

Page 11: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

RM is optimized for performance and efficiency. The directory optimizes storage and retrieval allowing thousands of users to access reports seconds after the

reports are produced from your host system. The solution is highly scalable and assures fast retrieval and efficient network utilization. The repository will allow you to store all types of report output including invoices, text reports, PDF, Word, Excel,

email, and more.

ScalabilityScalability

Page 12: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

OM Plus RM provides remote access to content through any device that connects to the internet. Provides users with the ability to manage and view reports in the office or elsewhere via a secure

connection. You no longer have to worry about the stack of critical documents sitting on the corner of your desk

that you cannot get to, they are now accessible anytime, anywhere.

Remote Report AccessRemote Report Access

Page 13: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

OM Plus Delivery Manager (DM) is advanced, intelligent print management software

Web service program was created to purge files from Delivery Manager to Report Manager

OM Plus captures info of the native file and indexes it into RM repository (i.e. user, title, type of file, etc.)

Users are able to determine which files will be archived based on DM characteristics

Delivery Manager IntegrationDelivery Manager Integration

Page 14: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

Report Manager provides quick, efficient, and secure electronic delivery of reports to users regardless of location.

Users can access documents and reports as needed via a user-friendly web interface.

The RM AdvantageThe RM Advantage

Page 15: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

Cost Savings with RMCost Savings with RM

Drastically reduces the time and costs associated with paper-based reports and scanned files. Eliminates the need for:

excess palettes of paper large system printers printer maintenance file cabinets for storage microfiche separating and packaging reports labor superfluous delivery mechanisms

Page 16: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

Publishing company

Accountants ran multiple trial balances

Would adjust and run again

Ended up with numerous versions

Accountants needed access and record of the various generations

Printing / emailing versions became inefficient

OM Plus Report Manager provided accountants with quick distribution and access to trial balances from web browser

OM Plus RM Case Study #1OM Plus RM Case Study #1

Page 17: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

Large Equipment Company

Human Resource department needed secure access to employee records

Needed a standalone system that could be departmentalized

Report Manager allowed HR dept. to control access to confidential documents

Able control viewership

Able to control user actions (block email and print capabilities)

OM Plus RM Case Study #2OM Plus RM Case Study #2

Page 18: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

University

Conducted General Ledger reports monthly Multiple accounts included in the report

Each accounted printed on separate and/or multiple pages

Total report consisted of approximately 20,000 pages

Account info was needed for various departments

OM Plus RM: Enabled the University to keep from

printing 20,000 page report Increased report distribution efficiency Provided page level security Additional output management benefits

OM Plus RM Case Study #3OM Plus RM Case Study #3

Page 19: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

Support and LicensingSupport and Licensing

Multiple Licensing Pricing Models - Examples ILF – one time fee Subscription – 36 months Usage Based – on # of printers Custom Licensing – large opportunities

Free Customer Evaluation 30 Day Trials

Support Direct access to technician 5 x 12 hrs per day (standard) 7 x 24 available Annual support renewals

Page 20: Electronic Report Distribution with OM Plus RM

Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2011Plus Technologies LLC Company Confidential - Copyright 2012

Plus Tech Contact InformationPlus Tech Contact Information

Telephone Toll free in North America 877-899-7587 Local 937-847-0614

Email [email protected]

Web Site www.plustechnologies.com