Objectives

1
Finance Administration Imaging Services

• Objectives
• Progress
• Elementary Workflow
• Recommendations

FileNet Imaging Project 09/08/2004 Page 1
2
Objectives

• Establish Enterprise policies for the management
  of documents
• Provide MUSC with the appropriate tools for
  document processing and long term storage.
• Develop the infrastructure for a document
  repository (SAN)
• Use SAN versioning (1-3) capabilities to store
  images on lowest cost media.
• Provide for multiuse devices (i.e. scanning,
  faxing copying)
• Offer a backfile scanning outsourcing service
• Improve current operational processes through the
  use of document management services (e.g.
  Workflow, e-signature, Content Manager COLD).

FileNet Imaging Project 09/08/2004 Page 2.
3
DocumentsUnstructured Content
Collaborate
Create, access, and manage
.doc pdf xls ppt
Search
Lifecycle management
Enterprise wide
Archiving
Workflow
Secure
FileNet Repository
FileNet Imaging Project 09/08/2004 Page 3.
4
Process
Auditable
Consistency and control
Automate, streamline and optimize
Simulate and analyze
Handle exceptions
Activating content
ENTERPRISE Repository
FileNet Imaging Project 09/08/2004 Page 4.
5
Repository (SAN)
Browser Access
Applications
COLD Reports
Accounts Payable
Sponsored Projects
Student Enrollment
Purchase Contracts
Medical Records
Registration
FileNet Enterprise Content Repository
Voice
Video
eForms
Office Documents
Scanner/MFD
Inbound Fax
COLD Reports
FileNet Imaging Project 09/08/2004 Page 5
6
Recommendations

• Transfer Student Acct images from Optical to
  Magnetic.
• Upgrade FileNet software
• Purchase additional FileNet capabilities.
• Workflow, E-Forms, Content Manager, Electronic
  Signature, FAX, COLD
• Establish an Enterprise Document Management
  Implementation Oversight Committees (IOC)
• Develop a deployment schedule considering the
  following needs
• Student Accounting Optical to Magnetic
• Finance/HR - COLD
• Sponsored Projects (Pre and Post Award)
• Add multi-functional capabilities (scanning
  FAX) to current copiers
• Assign/Hire a full-time project manager support
  staff.

FileNet Imaging Project 09/08/2004 Page 7.
7
Issues to decide

• Continue existing maintenance agreement
• Upgrade existing imaging repository software
• Address storage issues (SAN)
• Address Patient Records issues (LanVision)
• Address back scanning
• Establish standards
• Management
• Retention
• New modules
• Rollout schedule for new functionality
• Funding of new modules/hardware/back
  scanning/additional scanning

FileNet Imaging Project 09/08/2004 Page 6