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Product Roadmap CY 2017 – 2018 08-11-2017

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Page 1: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Product RoadmapCY 2017 –2018

08-11-2017

Page 2: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Overview | Topics

• FY 2017: A Look Back

• Roadmap Overview

• FY 2018: Plans & Progress

• What’s Next?

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 3: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Overview | Guidelines• Forward-looking statements

• Intended to communicate our near-term product direction

• Priorities may shift from time to time to meet demands of changing customer needs and regulatory environments

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 4: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY 2017: A LOOK BACK

Page 5: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY 2017: A Look Back• CivicPay Launch & Integration in Citizen

Access

• Addition of Support for Partial Payments

• Improved Workflow Management and Form Design in Civic Platform, Including Supervisor Overrides

• Expanded Reporting/Output Form CreationCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 6: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY 2017: A Look Back• Finance & Administration Mass Meter

Changeout/Update

• Finance & Administration Coverage for Year-End Reporting Requirements, Including the Affordable Care Act

• Finance & Administration EEOC Updates

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 7: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

ROADMAP OVERVIEW

Page 8: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Overview | Product Mix

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Asset Management

Citizen Relationship Management

Environmental Health

Finance and Administration

Land Management

Legislative Management

Licensing and Case Management

Right of WayManagement

Utility Billing

Page 9: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Overview | Emerging Trends• Technical Staff Retention

• Desire to Focus staff on Innovation Rather than Maintenance

• Emerging Regulatory Landscape

• Integrated Solutions/Visibility Across Multiple Processes

• Desire for Improved Citizen Engagement

• Focus on SecurityCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 10: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Overview | Strategic Focus

Ease of Use & Administration

Improved Citizen Interaction

Regulatory Compliance

Team Mobility

Technology ModernizationCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 11: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY 2018: PLANS & PROGRESS

Page 12: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY18 Plans & Progress

Ease of Use & Administration

Improved Citizen Interaction

Regulatory Compliance

Team Mobility

Technology ModernizationCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 13: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Ease | Operational Effectiveness• Adobe EchoSign Integration

• View Complete Workflow Progression from Within Record Workflow

• Record Name/Context Within Header

• Default Task Dashboard Card/List

• Manage Simple Filters in My Tasks Dashboard

• Open Records in Separate Spaces CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

18H1

18H2

17Q4

Page 14: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Ease | Operational Effectiveness• Bulk Print Business Tax Letters (F&A)

• Conditional Workflow Notifications & Workflow Sensitivity Visibility (CRM)

• Group Updates of PM Schedules, Condition Assessments

• Improvements to Employee Self-Service Portal (Supervisor Portal, Time Card Entry Updates) (F&A)

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

18H1

18H2

17Q3

Page 15: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Ease | Administrative Effectiveness• In-product Workflow Automation to Reduce

Scripting Need

• Release of New Accela Merchant Portal (CivicPay)

• Citizen Access – Self Service Provisioning

• GIS/Maps – Self Service Provisioning

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

19H1

18H2

Page 16: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Ease | Product Integration• Address/Parcel/Owner Sync with Accela Finance &

Administration

• POS Card Terminal Integration Between Civic Platform and Finance & Administration Cash Receipts

• Civic Pay Integration with Trust Accounts in Citizen Access

• Civic Pay Integration with Civic Platform

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

19H1

18H2

18H1

Page 17: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Ease | Product Integration• Civic Platform Integration with Right of Way

Management for Conflict Detection • Civic Pay Integration with Online Business Tax (F&A)• Environmental Health Updates to Civic Platform

(CERS3, Default Solutions, Inspection Checklist with Violation Logging and Scoring, Facility-orientation of data)

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

17Q4

18H1

Page 18: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY18 Plans & Progress

Ease of Use & Administration

Improved Citizen Interaction

Regulatory Compliance

Team Mobility

Technology ModernizationCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 19: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Improved Citizen Interaction• Self-service Accela Citizen Access Branding &

Navigation Tools

• Accela Citizen Access Improvements to Simplify Contact Management within Application Steps

• Civic Pay User Experience Overhaul to Simplify Payment Process

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

18H1

18H2

Page 20: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY18 Plans & Progress

Ease of Use & Administration

Improved Citizen Interaction

Regulatory Compliance

Team Mobility

Technology ModernizationCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 21: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Regulatory Compliance• Marijuana Regulation Best Practice Templates

• WI Retirement Reporting Updates

• NY Retirement Reporting Updates

• WA Retirement Reporting Updates

• AL Retirement Reporting Updates

• IA 1099 ExportCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Delivered

17Q4

Page 22: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY18 Plans & Progress

Ease of Use & Administration

Improved Citizen Interaction

Regulatory Compliance

Team Mobility

Technology ModernizationCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 23: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Team MobilityAggregation and Modernization of Mobile Apps:

• Inspector Persona – Phase 1

• Inspector Persona – Phase 2

• Code Officer Persona – Phase 1

• Inspector Persona – Phase 3

• Code Officer Persona – Phases 2 & 3CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

17Q4

18H1

18H2

Page 24: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

FY18 Plans & Progress

Ease of Use & Administration

Improved Citizen Interaction

Regulatory Compliance

Team Mobility

Technology ModernizationCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 25: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Tech Modernization | Refresh• Rebuild of Civic Pay for Improved Stability and

Performance

• Cloud Scale & Stability Improvements, Including

• Performance Monitoring Tools

• GIS Enhancements (v9 Skin), Bringing Contextual Activities to the New Look and Feel

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

17Q4

18H1

Page 26: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Tech Modernization | Security• TLS 1.2 Updates to Payment Adapters, Document

Management Adapters, Scripting Engine Services

• Citizen Relationship Management SSO to ACA

• Civic Platform Single Sign On

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

17Q4

18H2

Page 27: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Tech Modernization | Analytics• Version Refresh for Crystal Reports, Ad Hoc

Reporting Allowing for Embedded Links and Charts

• Release of New Reporting Solution for SaaS Customers

• Queries and Data Access Via SQL Server or Oracle Tools

• Replication CapabilitiesCONFIDENTIAL©  2017  Accela.    All  rights  reserved.

18H2

Page 28: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

QUESTIONS?

Page 29: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

WHAT’S NEXT?

Page 30: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Next | Overview

Our “What’s Next” topic reflects emerging needs of our state and local government partners. This is an

opportunity for you to help shape our future roadmap based on the needs of your organization. While not on

the current roadmap, key areas identified in our discussions will be used to direct our future efforts.

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 31: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

Next | Emerging Needs Discussion• Data Insights

• Interagency/Interjurisdiction Collaboration

• Improved Citizen Interaction

• Extensible Platform

• What Else?

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.

Page 32: Product Roadmap 2018-19 09182017 - Sparks, Nevada · Tech Modernization | Analytics • Version Refresh for Crystal Reports, Ad Hoc Reporting Allowing for Embedded Links and Charts

CONFIDENTIAL©  2017  Accela.    All  rights  reserved.