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Automate Workflow | Capture Data All Within Microsoft Outlook Email

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Automate Workflow | Capture Data All Within Microsoft Outlook Email AUTOMATE FORMS | AUTOMATE WORKFLOW | CAPTURE DATA ALL WITHIN MICROSOFT OUTLOOK EMAIL BENEFITS OF USING FORMVERSE IN WHAT IS FORMVERSE? THE ENTERPRISE FORMVERSE is an Enterprise software application that is installed at your site that leverages your existing investment in Microsoft AUTOMATE MANUAL FORMS & WORKFLOW Outlook, Exchange, and SQL server technologies. FORMVERSE IN EVERY DEPARTMENT enables your staff to access and complete any form right from their With FORMVERSE, you can now build highly-functional email, route those forms throughout the company for action (such forms that automate workflow in nearly all corporate as approvals, denials, deferrals, recommendations, etc.), based on departments. After implementation, all thats needed to increase your employee productivity is your existing your business rules. Then capture all of that data which is then Microsoft Outlook email. stored in a Microsoft SQL server database that you control. With the use of the optional FORMVERSE PASSPORT software, you may EASY TO BUILD NEW FORMS & WORKFLOW RULES then integrate that data into and out of your other Enterprise applications FORMVERSE allows powerful functionality and flexibility such as ERPs, CRMs, HRIS, SharePoint, even Access and Excel. in developing workflow specific to your business needs. Using our patented Active Structured Email technology, YOU CAN NOW ALLOW YOUR STAFF TO ACCESS ANY forms become the email message, and then are routed OF YOUR FORMS RIGHT FROM WITHIN THEIR EXISTING through your organization according to the rules you MICROSOFT OUTLOOK EMAIL create. New forms & workflow rules can easily be developed in-house. As an alternative, our Professional Services team can work with you to build your forms and HERES HOW IT WORKS automate your workflow. 1 Your staff accesses and completes the form right within NO PER-USER FEES Microsoft Outlook Whether you have 500 or 500,000 Outlook users, User hits “send”. pricing is based on the number of workflow templates 2 implemented, not the number of users. There is no per- The form is then routed throughout your organization for seat license with FORMVERSE 3 approvals (and/or other actions), based upon your specific workflow rules. EASILY INTEGRATES WITH EXISTING ENTERPRISE SYSTEMS FORMVERSE can be used as an effective way to securely 4 Once the workflow is complete, all data from within the collect data, which can then be extracted based on form is automatically stored in the FORMVERSE SQL defined processing rules and integrated with enterprise database. applications and databases. 5 This data can now integrated into your other Enterprise database applications, such as ERPs, HRIS, CRMs, Financial FULL FUNCTIONALTY FOR YOUR MOBILE WORKFORCE Reporting systems, even Excel, Access, and SharePoint, Your staff can use FORMVERSE within their Microsoft should you choose. Outlook desktop email or from any browser-based device, including mobile phones, tablets, Outlook Web Access (OWA), and Macs. SINGLE UI TO ANY ENTERPRISE APPLICATION Your staff can now use their Microsoft Outlook Email as the front-end interface to any Enterprise Application, such as CRMs, ERPs, HRIS, even SharePoint, Access, or Excel. REAL-TIME REPORTING RIGHT WITHIN EMAIL Your staff can stay on top of all open and closed workflow right within a new email message. Reports are easily customizable. Headquarters | 80 Aberdeen St, Suite 100 | Ottawa, Ontario K1S 5R5 Canada USA Offices | 275 Rose Ave, Suite 216 | Pleasanton, CA 94566 Canada (613) 656-4207 | USA (925) 264-0045 www.formverse.com | [email protected] AUTOMATE FORMS | AUTOMATE WORKFLOW | CAPTURE DATA ALL WITHIN MICROSOFT OUTLOOK EMAIL POWERFUL WORKFLOW AND DATA FORMVERSE’S PATENTED ACTIVE EXCHANGE CAPABILITIES STRUCTURED EMAIL AUTOMATES FORMS Email is the most effective means of communication & WORKFLOW IN THESE DEPARTMENTS: in every organization, with the average office worker spending nearly half of the work day in their email Human Resources application. FORMVERSE leverages an organizations Finance & Accounting existing investment in Microsoft Exchange to provide a Sales cost-effective platform for solving business challenges. Purchasing FORMVERSE is built on Microsoft .NET, SQL Server, Marketing and Outlook technologies, as well as exploiting the Manufacturing advantages of XML and Web Services technologies. Customer Support FORMVERSE leverages these technologies and Microsoft Exchange to provide a platform for automating forms, Communications automating workflow, and capturing data in a highly- Engineering functional yet easy-to-use system. By leveraging Legal the FORMVERSE patented Active Structured Email technology, organizations implementing FORMVERSE Facilities are able to greatly enhance other initiatives such as: And Many More... Archiving, eDiscovery, Compliance, and modernization of legacy systems. TECHNICAL REQUIREMENTS SERVER ENVIRONMENT SERVER HARDWARE Physical Server or Virtual (VMware or Hyper-V) FORMVERSE can be used as an effective way to Requires two VMs for testing. Requires Remote Access for Installation/ securely collect data, which can then be extracted based Configuration Assistance on recipient-defined processing rules and integrated Hard Drive Free Space: 20 GB RAM: 3 GB (Recommended 4 GB) with enterprise applications and databases. Through Processor Speed: 2.0 GHz (Recommended 3.0 GHz) FormVerse Passport is a module that works with the FormVerse BPA Software. It enables organizations to SERVER SOFTWARE easily and powerfully integrate and exchange data Microsoft .NET 3.5 or 4.X FRAMEWORK. Microsoft .NET 4.5.2 required if between FORMVERSE Emails and your other Enterprise FORMVERSE PASSPORT is deployed Databases the use of the optional FORMVERSE Microsoft Windows Server 2008 Standard or 2008 Enterprise or 2008 R2 PASSPORT module. FORMVERSE PASSPORT implements Standard or 2008 R2 Enterprise or 2013 Standard or 2013 Datacenter connector framework that is designed to provide Microsoft Exchange 2007 SP2 or 2010 or 2013 Microsoft IIS 6.0 or 7.0 (Recommended) common services that are required while designing Microsoft SQL Server 2008 Developer or 2008 Enterprise SP2 or 2008 R2 extensible integration applications. Enterprise SP2, or 2012 Enterprise or 2012 Enterprise SP1. SQL Server Express not supported. Microsoft InfoPath 2010 or 2013 (Included with certain editions of Microsoft Office) Microsoft Active Directory CLIENT ENVIRONMENT Windows 7 or 8 (32 AND 64 BIT). Windows XP currently supported Microsoft Outlook 2007 (32 BIT) or 2010 (32 OR 64 BIT) or 2013 (32 OR 64 BIT) Headquarters | 80 Aberdeen St, Suite 100 | Ottawa, Ontario K1S 5R5 Canada USA Offices | 275 Rose Ave, Suite 216 | Pleasanton, CA 94566 Canada (613) 656-4207 | USA (925) 264-0045 www.formverse.com | [email protected].
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