This presentation

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This presentation

• is a starting point to help you present
  isoTracker as a solution to your organisation
• Please add, delete or change any content
• If you have questions about Lennox Hills
  business or isoTrackers benefits, please fill
  out the form on http//www.lennoxhill.co.uk/contac
  t-us.html to contact us at any time

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Software Recommendation for YOUR ORGANISATION
isoTracker Quality Management Software
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Our Needs (add/delete as required)

• Version control documents, electronically review
  and approve
• Log, review and investigate complaints
• Audit critical processes, identify gaps and
  resolve
• Assess jobs against competencies, identify gaps
  and re-assess
• Record non-conformances and route into CAPA
• Receive email task notifications and reminders
• Downloadable reports that can also be added to
• Competitively priced and easy-to-use solution

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SOLUTION OVERVIEW
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isoTracker

• Designed for small medium sized enterprises
  (lt500 employees)
• Easy-to-use, quick to set up and competitively
  priced
• Meets requirements of ISO 90012008
• Web-based software
• Nothing to install, accessible through any web
  browser
• Security guaranteed with encryption and back-ups
• Upgrades are included and happen automatically
• Quality Management System
• Control Documents, Manage Complaints, Schedule
  Run Audits, Assess Staff for Competency
• See same information from any location
• Full record of each activity

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Lennox Hill Ltd Vendor Information

• Parent company Lennox Hill Ltd
• In business since 2005
• Privately owned company headquartered in London,
  UK
• Technical team in Madurai, Tamil Nadu, India
• Marketing team in Cape Town, South Africa
• isoTracker quality management software
• Launched in 2007
• Over 1,000 paid users as of December 2014
• Worldwide customer spread from Adelaide
  (Australia), Johannesburg (South Africa), Lagos
  (Nigeria), Nottingham (UK), Dublin (Ireland),
  Newark (USA), Houston (USA) to Los Angeles (USA)
  
• New updates are included in subscription and
  rolled out every 5-6 months

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Modular application Key Features
Document Control

• Version control
• Electronic approval
• Restrictive access
• Full history
• Archive old versions

• Define jobs
• Identify Competencies
• Build run tests
• CAPA
• Re-evaluate

Complaints Management
Competency Testing

• Record Track
• Investigate
• Root cause analysis
• CAPA
• Inform complainant

Audits

• Internal, Process or Supplier
• Saved Standard Checklists
• Schedule Recurring audits
• CAPA
• Full history

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Ease-of-Use

• Designed for non-techies therefore simple and
  intuitive
• Simple set-up that requires little training
• Exceeds requirements of ISO 9001 ISO 14001
• Gradual increase of features as we request them

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Technical Support

• Webinar training which can be repeated at each
  renewal
• Email support with response within 1 business day
• Extensive online tutorials
• Extensive help documentation

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Data safety and security

• Documents and key information encrypted
• SSL encryption can also be added
• Automatic daily backups
• All isoTracker data is backed up every day
• Documents can be downloaded onto disk
• Data can also be extracted into Excel
• Proactive vendor security team
• Monitors security bulletins updates servers as
  required

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Pricing

• Flat annual subscription fee
• Starting at GB 317 (US 539) for 1 module with 5
  users ( system admin)
• Equivalent to GB 0.14 (US 0.25) per user per
  day
• No set-up fees and no training fees
• Software upgrades included
• Email support included

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The real cost of software
Competitive Software
40 Software Licence
95 Subscription Fee
All Other Costs
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Implementation
25
Hardware
15
IT Staff
10
Maintenance Training
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HIDDEN COSTS
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Return on Investment (ROI)

• With an implementation time measured in hours
  rather than days or weeks for other software we
  will experience with isoTracker a very hard to
  beat Return on Investment
• Their ROI calculator can be requested on
  http//www.lennoxhill.co.uk/roi-calculator.html
  and will help us demonstrate the ROI for using
  isoTracker

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FEATURE DETAILS
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Document Control

• Automatic Revision Control ensures that only the
  latest version of a document is viewable. Prior
  versions are automatically archived
• Electronic Approvals with recording of exact
  details of the approver plus date time and
  comment at approval
• Restrictive Access ensures that viewing, editing,
  approving of documents and archive access is
  assigned on a need to basis
• Automated Routing ensures that document cycle
  time is reduced at each stage until publishing
• Audit Trail provides a detailed, time stamped,
  user identified history of all activity on a
  document
• Review Reminders ensure that all documents are
  regularly kept up-to-date

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Document Control Flow
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Customer Complaints

• Log Complaint using pre-loaded record of
  customers, products, process suppliers. Assign
  severity level and attach documents
• Review Assign Complaint comparing current
  complaint to prior complaints of similar
  characteristics. Assign responsibility
• Investigate complaint by assigning tasks to
  individuals with required due dates . Record
  Non-Conformance and Root Cause with Importance
  level
• Issue CAPA requests with reply due dates.
  Automatically escalate if due dates are missed.
  Accept and close once satisfied with required
  action and proof of action
• Close Complaint by assigning to independent
  individual. Warning message if CAPA request still
  open
• Feedback request automatically emailed to
  complainant

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Audits

• Create Internal, Process, Supplier or Third Party
  Audits
• Construct Checklists using saved checklists or
  build from scratch
• Schedule Audits and view calendar of future
  audits by Auditor. Issue reminders prior to audit
  start date
• Scoring flexibility with Pass/Fail or flexible
  Numeric Grading rules
• Run Audit online by entering results directly
  into the checklist. Alternatively, extract
  checklist and upload results
• Identify Non-Conformance and Root Cause with
  importance level. Assign CAPA requests with
  required due dates. Automatically escalate if due
  dates are missed.
• Do the Audit Report and select an Audit Opinion.
  Solicit feedback from the auditee

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Competency Testing

• Create Competencies and assign them to Job Roles
  and Individuals
• Build Tests for each Competency. Tests may be
  various multiple choice or answer entry
• Schedule Assessments and select the relevant
  tests for the required competencies. Notify
  trainee prior to start of assessment
• Run Assessment directly from the trainees
  account. Tests results automatically calculated
  with overall assessment graded by Trainer.
• Identify Non-Conformance and issue CAPA requests
  with reply due dates. Automatically escalate if
  due dates are missed.
• Keep Assessment Records and schedule follow-up
  assessments

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User Administration

• Named Users each with a unique username password
  combination
• Forgot Password feature that automatically
  re-assigns and emails new password
• User Lockout when the incorrect password is used
  a specified number of times
• Assign Responsibility to each user based on
  whether they should have administrative roles to
  the various modules
• Encryption of all the important user information

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CUSTOMER COMMENTS
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What do other customers say
Keeping on top of Document Control was always
difficult and time consuming - but not
anymore! The Queen Elizabeth Hospital King's Lynn
NHS Trust, UK
Unlike other products we have looked at
isoTracker is not complicated by unnecessary
layers of functionality and has proved easy to
tailor to suit our own work practices. Murphy
Son Ltd, UK
isoTracker has provided us with an easy-to-use
and cost effective document management system,
replacing a cumbersome paper-based system. We
believe that this will allow us to maximise the
benefits of our management systems, and ensure
documentation is consistently maintained in a
up-to-date state. Sichem L.L.C., Abu Dhabi
important to maintain tight control over
policies in a dynamic and intense clinical
environmentbecomes simple when documents are
managed by reliable, very easy-to-use and well
supported software, such as isoTracker. Flax
Bourton Public Mortuary, Bristol, UK
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Learn More about isoTracker

• Get an instant Free 60-Day trial account
• No obligation, no credit card required.
• Free support including Web Demo
• Sign-up now at http//www.lennoxhill.co.uk/salesfo
  rm/confirm.html
• More information
• Online Demos http//www.lennoxhill.co.uk/online-d
  emonstrations.html