Electronic Report Distribution with OM Plus RM

OM Plus Report Manager
Electronic Report Distribution

Plus Technologies LLC Company Confidential - Copyright 2011
2012

The Problem with Print Reports

 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

2012

A 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.
2012

User-Friendly Web Interface
 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

2012

Digital Report Indexing and Access
 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

2012

Report Search Capabilities
 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.

2012

Printing Reports
 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

2012

Report Annotation Feature
 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.

2012

Create User Profiles
 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

2012

Security and Data Privacy
 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.

2012

Scalability
 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.

2012

Remote Report Access
 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.

2012

Delivery Manager Integration
 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

2012

The RM Advantage
 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.

2012

Cost 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

2012

OM Plus RM Case Study #1
 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

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)

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

2012

Support 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

2012

Plus Tech Contact Information
 Telephone
 Toll free in North America 877-899-7587
 Local 937-847-0614

 Email
 Contactus@plustechnologies.com

 Web Site
 www.plustechnologies.com

2012

Electronic Report Distribution with OM Plus RM

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