smart technology overview
DESCRIPTION
Learn what smart technology is and how it can help your business. An architectural overview of the products that make up RJS Smart Technology (WebForms and WebDocs) and how the technology is being deployed in Accounts Payable and Human Resources, and other areas where this unique forms management solution may be useful. Learn more about WebForms or request a live demo: http://www.rjssoftware.com/Products/Catalog/WebForms/ Learn more about WebDocs or request a live demo: http://www.rjssoftware.com/Products/Catalog/WebDocs/TRANSCRIPT
Presented by :
Greg J. SchmidtSenior Sales Engineer
RJS Software
Smart TechnologyOverview
SMART
Technology By RJS Software
• What is the RJS SMART Technology and how it can help in a business
process
• What products are part of SMART Technology
• How SMART Technology works within Human Resources
• Q & A
Agenda
What is the RJS SMART Technology and how
can it help in a business process?
SMART Technology is a way to eliminate using paper in a process by collecting new data or using existing data in a web form that can be routed for approvals, signatures and distribution.
Eliminate the need for paper based forms and become more eco-friendly.
Make your organization more efficient and green.
Automate business processes by feeding information directly into your systems.
What is the RJS SMART Technology and how can it help in a business process?
A Look Inside The Technology
Users and Workflows
ERP and LOBS
The SMART WebForms Technology
Inside The SMART WebForms Technology
ERP or Database data is collected to populate web form or data can be
used to validate captured fields and any matching that happens in ERP.
Captured image is saved to WebDocs and then routed in web form to desired workflow inbox for approvals or GL coding.
Index/line item detail can be captured and populate Index fields or GL grid.
• Index capture• Footer/Header• Line Item Detail
Workflow• Built in Routing• Enterprise Workflow (BPM)
The SMART WebForms Technology
SMART Options for Workflow
Different ways WebForms can work with workflow:
• Routing built into the form
• WebDocs routing (self directed)
SMART Technology works in anybusiness process from:
• Accounts Payable• Manufacturing/Safety • Sales• Human Resources
More SMART Form Examples
What products are part of SMART Technology?
Products in the RJS SMART Technology
WebDocs
SMART Reporting
WebForms
Workflow
iForms
SignHere
The Core of the Solution
DocumentManagement
ProcessManagement
Forms Management
DocumentManagement
ProcessManagement
Forms Management
SMART Technology
SMARTTECHNOLOGY
Paper Electronic Email Fax Video Audio Drawings
Internal External Process Based Simple Data Capture Data Integration
Linear Routes Advanced Routes Notification Signatures
Approvals
How SMART Technology works within Human Resources
Turn Paper Process into Electronic Process in the Human Resources Department• NO MORE PAPER• Enforce business rules when filling out forms• Enforce the business process• Connect business systems together
X
Capture ApprovalManage
Packet GenerationSignature Capture
Archival
The SMART Process Layers
LOBS Integration
Paper
Electronic
WebForm
LOBS
W4
I9
Direct Deposit
Insurance Forms
Health Club
Other Federal and State Forms
SMART Link
WebDocs/Forms Management
WebDocs/Forms Management
Application Integration
Automated Packet Creation Process
WebForm
Data gathered from WebForms is
entered into database and is
used in generation of document
packet
Database
W4
I9
Direct Deposit
Insurance Forms
Health Club
Other Federal and State Forms
Packet
Creation
Forms Management
SMART Reporting Engine
SMART AP Report Server
WebDocs
WorkFlow
ERP or Database(s)
Data Integration to your Line of Business Systems
• Output to any usable format like CSV, XML, etc ... so your LOBS Import can import the data directly into the system to eliminate manual entry of data.
• RJS can also integrate directly to your ERP or Line of Business System or into the EDI Data Stream.
HR System/Staging Database
SMART Link Export to HR SystemSTOP REKEYING DATA
DEMOApplication to onboarding process
The Process – Employment Application to Onboarding
• Online employment application filled out by applicant.
• Data pushed to database.
• Application saved to WebDocs and managed.
• Forms submitted to workflow process and notification sent.
The Process – Employment Application to Onboarding
• HR opens form from workflow inbox and reviews application– Contact for interview (YES) (NO)
Letter Generated
Applicant Notified of Interview
If NO, letter generated explaining why. (iForms)
If YES, HR contacts applicant for interview.
The Process – Employment Application to Onboarding
• Applicant in office for interview.– HR opens application form and launches into the internal view
• Applicant rating scorecard form is filled out by manager.– If FAIL, then applicant is released– If PASS, then applicant is hired
Routed to Manager.
Routed back to HR after completed.
The Process – Employment Application to Onboarding
• Onboarding form is then launched.• Data filled out and Packet is generated with iForms for Employee to update and sign.
iForms
Signature captured and placed on packet of documents.
Documents Captured to WebDocs and printed.
Employee Warnings and Performance Appraisal
Checked in, Routed and Managed by WebDocs.
Employee Warnings
HR Database
HR Database
Testing Center
• Send Test to Applicant or Employee
• Test is completed • Results Reporting Screen• Reschedule Test
Implementation MethodologyWhy we are successful!
Implementation MethodologyRJS Software projects are divided into discrete phases that permit easy identification of the tasks, dates and resources within each phase. The start and completion dates of each phase are milestones for communication of the current project status.
Project ManagementSuccessful projects require planning and control. A key part of the our implementation process is the planning, staffing and management of each project. For each project, RJS will assign a Project Manager. The RJS Project Manager will be the primary customer contact for the implementation.
Questions and Answers
