| Presenter:
|
Ted
Kukorowski, Account Representative
Karen DeLucia, Regional Sales Manager
Elite Information Systems, Inc.
Pam Thompson gleaned the following information from the sales literature handed
out at the meeting:
Elite Encompass is a document management
application on a "digital dashboard" ("portal")
platform that provides users with a comprehensive view of firm-wide
data. It uses Microsoft’s SharePoint portal technology and Internet
Explorer’s browser to integrate information from multiple sources into
one view.
Users can search on both structured and
unstructured text-based data, including HTML, PDF, TIFF (i.e. faxes),
and Exchange files, in addition to standard office applications.
Highlights:
- Stores and groups documents according to
profile criteria into central repository for all documents, regardless
of application or author; automatically categorizes documents
- Integrates fully with all Elite system
databases which enhances automatic entry of profile information
- Prevents unfinished documents from being
viewed before the author specifically "publishes" it for
general release
- Notifies users when new or updated
information has been added to specified documents, categories folders,
searches or indexed web sites via "subscriptions"
- "Deal Rooms" deliver secure
extranet access to documents for client and associate collaboration
- Delivers advanced searching, filtering,
and sorting by any criteria
- Offers discussion threads for documents
while simultaneously viewing document
- "Smart Props" leverages
relevant data in its native repository, eliminating the need to enter
and replicate data into Encompass from other external systems
- Utilizes user-defined profile meta data
to determine document placement, ensuring predictable and consistent
file management
- Has individual document-level security
within folders for maximum flexibility and document protection
- Provides unique document ID’s for a
simplified approach to identifying documents for easier access and
retrieval
- All documents touched by the user are
shadowed to the individual’s hard drive.
- Automatically alerts the user if a
connection to the network is broken and prompts the user to store any
new or updated documents when the network connection is restored.
The software costs $295 per user. A firm
would also have to have or buy a server license for SharePoint from
Microsoft.
Rochelle Bungie took the following notes at the meeting:
- Encompass -- Off-line User Support;
- Quick Links are fully customizable by the User; as well as the
unique Document ID;
- Smart system -- observes the type of documents you work with,
automatically adds this type of documents to your category list;
- Document Profile -- windows assist to speed up document saving by
including relevant information such as the client name, number, etc.
- Publish Documents -- specified the importance of training persons
in proper "Publishing" of documents;
- Ticker Line -- customers can use it for firm announcements, etc.
- Additional cost -- Microsoft license rental -- $72 per seat; and
Server cost of $3,995 per server.
Elite Encompass Document Management
Presentation (a part of 2002.zip) |
