MHC Image Express Proposal 2015

MHC Image Express Proposal for DuPage County, IL
Summary
MHC Software’s Image Express™ is the easiest, fastest and most economical enterprise content management (ECM)
solution for Infor Lawson customers to deploy. MHC Image Express was developed specifically for Infor Lawson
users to support document image capture, retrieval and routing with seamless integration to Infor Lawson and to a
suite of additional document management products MHC offers.

MHC Software is the only Infor Lawson Partner offering
comprehensive ECM functionality including document imaging
(Image Express) and document output (Document Express)
software.

MHC Software is the most utilized and preferred Lawson Partner over 800 successful Lawson customer implementations due to
MHC’s Lawson expertise and dedication to superior customer
service.

MHC Image Express is highly integrated with Infor Lawson, yet MHC
Software’s unique proprietary technology requires no
customizations or Design Studio changes to the Lawson code base.

MHC Image Express utilizes industry-standard components and is able to seamlessly integrate with your
existing infrastructure to enable fast implementation timelines requiring very few IT resources for a quicker
ROI.

MHC Image Express supports related image groups allowing the viewing of documents throughout the
entire procure-to-pay cycle. In one click, view related contracts, POs, packing lists, invoices and check
images.

MHC guarantees delivery of a turnkey document imaging solution with fixed pricing, backed by a
commitment from MHC to provide excellent customer service.
The Solution for DuPage County, IL
MHC Software is uniquely positioned to meet the needs of DuPage County. MHC understands the organization’s
objectives and is committed to delivering a successful implementation.
-
MHC provides enterprise wide licensing to clients
Full integration to Infor Lawson for easier implementation and roll out
Configurable solution allowing County to accomplish unique business processes while increasing
automation and efficiencies.
MHC Software, Inc.
10/29/2015
Page 1 of 15
MHC Image Express Overview
MHC Image Express allows fast and easy document retrieval via Infor Lawson forms or a standard web browser.
The MHC Image Express solution is highly configurable to meet the specific needs of each customer. In addition,
MHC Software’s system is designed to allow customers to select the functionality required to address their unique
business needs.
CORE SOFTWARE COMPONENTS
OPTIONAL COMPONENTS
ixManager is the administrative tool that allows users to set
up image groups, indexes for retrieval and image group
permissions.
ixEntry allows users to automatically or manually index
documents.
ixQueryEngine is a server-based component managing the
document images, indexes, and coordinating the connections
to the Image Express database.
MHC AP Invoice Capture Automation powered
by intelligent capture/OCR software supports
the automated extraction of information off
paper documents, routed into MHC Image
Express for processing.
ixWorkflowEngine supports the automated
routing of documents for approval or notification
purposes prior to being stored in the imaging
system.
Integration and interface components to
integrate to specific Lawson modules and
external systems
Image Express Viewer is accessed via a standard web
browser allowing authorized users to perform a full suite of
document image viewing functions, including viewing
“related documents” based on permissions.
Dynamic Image DrillTM (DID) allows Lawson Portal/Smart
Office (SO) or Infor Ming.le™* users to access document
images, including “related documents” via Lawson Forms,
Lawson DrillAround (for Portal LSF9 users only) or Lawson
Process Flow or Automation (using External DID).
Report Express supports the automated
identification, indexing, bursting and archiving of
electronic reports to the Image Express system.
*Infor Ming.le image retrieval and data capture integration is dependent on Infor contextual messaging enablement for each Lawson form.
Functionality to increase efficiencies:
MHC Software, Inc.
10/29/2015
Page 2 of 15
 MHC offers turnkey delivery of
document image retrieval via Lawson
with no Lawson code changes required
 Any documents out of MHC’s
Document Express, such as POs,
Checks, 1099s, W-2s, etc., are
automatically imaged and indexed
and immediately available as
retrievable documents
 Authorized users can view the entire
procure-to-pay cycle in a click ~
maximizing user productivity and
enabling enhanced communication
between business functions
Proposed Software
MHC Software, Inc.
10/29/2015
Page 3 of 15
Proposed
Software
MHC Image
ExpressTM
Key Features
 Ability to add Image Groups and document types
within minutes for maximum flexibility and
scalability
 Allows for unlimited set up of Image Groups for
manual entry such as contracts or grants.
 Ability to easily link related documents for oneclick retrieval (e.g., Contract to Purchase Order to
Invoice to Check)
 Supports highly configurable and extensive multilevel security setup to manage sensitive data
 Comprehensive audit trail history is available
tracking each action taken on each document
 Simple Image Group archival and purging
functionality
 Supplement document content with notes and
attachments - annotate images or attach any
document type
 Dynamic Image DrillTM allows authenticated
Lawson Portal/Smart Office (and select Infor
Ming.le) users to retrieve document images via
Lawson Portal/SO/Infor Ming.le* forms, Process
Flow and Lawson’s Drill Around (for LSF9 Portal
users only)
*Infor Ming.le image retrieval and data capture integration with
MHC Image Express is dependent on Infor contextual messaging
enablement for each Infor Lawson form; image integration is only
supported for forms in which Infor has deployed the business
context entity contextual messaging. Check with your MHC
account representative for integration availability for Infor
Ming.le users.
Inclusions
Price
 ixQueryEngine for one $75,000
production server,
one test server, and
one backup server
 ixManager includes
unlimited users and
unlimited Image
Groups at customerowned locations
 ixEntry includes
unlimited users at
customer-owned
locations
 ixViewer includes
unlimited users
 Includes Dynamic
Image DrillTM
Capability for up to 10
Lawson Portal/Infor
Ming.le or Smart
Office forms
(unlimited Dynamic
Image DrillTM users)
 One or more retrieval
forms could be used
for Grant
Management (i.e.,
GM01.1)
Proposed Software Price for Enterprise Image Express License $75,000
Enterprise License Software Maintenance $13,500
MHC Software, Inc.
10/29/2015
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Materials Management Software
Software
RQC
Integration
Component
(for LSF9
Lawson
Portal Users
only)
Capture
Interface
PO30
Load Copies
Interface(s)
Key Features
 The Image Express RQC Integration Component
adds a link in Lawson Portal RQC so that requesters
can attach supporting documents during
requisition/order entry. These supporting
documents do not have to be indexed by the user;
the Image Express integration will automatically
index the documents based on the data values tied
to the requisition (i.e., Requisition #, Req Location,
Requester ID, Requisition Date). Users can attach
any type of document (Word Doc, PDF, Excel File,
etc…) to the PDF requisition document generated
by Image Express.
 The requisition approvers in Lawson Process Flow
accessed via Portal will see a link next to the
requisition # information in their Inbasket workunit
description labeled “Image.” When the requisition
approvers click on the Image link, it will pull up a
PDF image of the requisition (generated by Image
Express during requisition entry or chosen by the
user) and they will also see any supporting
documents that were attached to the requisition.
 Automatically capture lookup indexes from Lawson
form/database (PO30) or other database/system
Inclusions
 Full integration with
the base Image
Express product
 Unlimited upload and
retrieval users
 One upload form in
Lawson Portal RQC
during order entry
(i.e., Shopping)
 Two retrieval forms in
Lawson Portal (i.e.,
Lawson Process Flow
Approval Workunit
page and RQC Inquiry
page)
Price
$9,000

Unlimited document
capture volume
$3,000
each


Unlimited document
load copies volume
per document type
MHC Software, Inc.
10/29/2015
$1,500
for
Purchase
Order
Proposed Software Price Materials Components $13,500
Maintenance Materials Components $2,430
Automatically create image copies and indexes
produced by MHC Document Express™ into MHC
Image Express™
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Human Resources/Payroll Software
Software
HR Capture
Interface
Load Copies
Interface(s)
Key Features
 Interface captures pre-determined lookup indexes
directly from your HR database by simply entering a
unique employee identifier, such as employee
number
 Automatically create image copies and indexes
produced by MHC Document Express™ into MHC
Image Express™
MHC Software, Inc.
10/29/2015
Inclusions
 Unlimited document
capture volume
Price
$3,000

$1,500
for W2
Unlimited document
load copies volume
per document type –
W2.
Proposed Software Price Human Resource Components
Maintenance Human Resource Components
Page 6 of 15
$4,500
$810
Accounts Payable Software
Software
AP Capture
Interface
Additional
Capture
Interface(s)
GL40 Data
Capture &
Upload
Key Features
 For non-OCR AP Invoice processing, interface
captures pre-determined lookup indexes directly
from the AP20 Invoice Entry forms (Portal, Smart
Office or Infor Ming.le) as invoices are entered into
Lawson
 Automatically capture lookup indexes from Lawson
form/database (AP10) or other database/system



MHC Software, Inc.
10/29/2015
Adds a link called “Upload or View Image” to the
GL40.1 form to allow users to attach supporting
documents to Journal Entries. These supporting
documents do not have to be indexed by the
user; the Image Express integration will
automatically index the documents based on the
data values tied to the Journal Entry (e.g.,
Company, Fiscal Year, Period, System, Journal
Entry #). Users can attach any type of digital
document (Word Doc, PDF, Excel File, etc.) to
the PDF document generated by Image Express
(or the PDF that replaced the original fabricated
PDF).
Lawson Portal users requiring the ability to
upload or view an image via the Lawson GL40.1
form require the ixDrill application
The source document and supporting
documents will then be available for retrieval by
authorized users from licensed Lawson forms or
the ixViewer web browser
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Inclusions
 Unlimited document
capture volume




Unlimited document
capture volume for a
single form
Full integration with
the base Image
Express product
Unlimited upload and
retrieval users
Unlimited document
volumes
Price
$3,000
$3,000
each
$3,000
Software
Workflow
with AP
Invoice
Automation
(GL/AP520/
MA540
Integration)
Load Copies
Interface(s)
Key Features
 Optional integrated component that allows
incoming documents (e.g., invoices, expense
reports, salary increase approvals, etc.) to be
scanned and routed through “workflow routes” for
approval
 Approvers are notified of approval requests via
email with a link to the document
 Comprehensive audit trail history is available
tracking each action taken on each document
 Workflow supports proxy and substitute approver
functionality to ensure documents can continue to
be processed in a timely manner
 AP Invoice Automation extension allows AP invoice
documents to be routed for approval, including the
entry of Lawson-sourced GL account distributions;
then all necessary data is packaged and submitted
into the AP520 input process automatically
 For OCR implementations, this component is
required; PO invoice data processed via OCR is also
packaged and sent into the MA540 process
 Automatically create image copies and indexes
produced by MHC Document Express™ into MHC
Image Express™
MHC Software, Inc.
10/29/2015
Page 8 of 15
Inclusions
Price
$39,000
 Full integration with
the base Image
Express product
 An unlimited number
of workflow routes can
be established, each
with an unlimited
number of individuals
assigned as approvers
 Unlimited number of
documents processed

Unlimited document
load copies volume
per document type –
includes nonnegotiable AP Check
copies and 1099s.
$3,000
for
Accounts
Payable
Check
and 1099
Software
MHC AP
Invoice
Capture
Automation
Key Features
 Supports the automated extraction of information
off incoming or existing paper documents routed
into Image Express for immediate data retrieval or
workflow processing, eliminating the need for user
data entry into destination systems, such as
Lawson.
 AP processor/analyst function is reduced to data
verification vs. data entry
 Advanced AP Invoice line pairing capabilities to
reduce need for AP intervention on PO invoices; PO
invoice data is packaged and submitted
electronically into Lawson MA540 (Lawson’s
standard interface for electronic PO invoices)
 Non-PO invoices are automatically routed into MHC
Image Express Workflow after the OCR and
extraction is complete to support GL distribution,
approval processing and submission into Lawson
AP520 (Lawson’s standard interface for electronic
non-PO invoices)
 Highly configurable and scalable solution to
minimize user touches and maximize automation
 Powered by industry-leading Perceptive Intelligent
Capture from Lexmark software that leverages
Optical Character Recognition (OCR)
Inclusions
 Includes 70,000
document pages
($0.65 per page)
processed through the
capture software per
year (monthly
processing allows
1/12th of annual
volume per month)
 Includes installation on
one production server
and one test or
development server
 Includes
implementation
services for 2 scanning
station locations
 Includes one data
Verifier license per
45,000 pages. The
Verifier licenses are
managed as
concurrent users, not
named users
 Includes up to 30
hours of MHC
configuration services
for the Perceptive
Intelligent Capture
from Lexmark solution
(beyond standard
MHC implementation
services)
Proposed Software Price Accounts Payable Components
Maintenance Accounts Payable Components
Price
$45,500
includes
all setup
needed
for OCR
processing and 1
Verifier
license
18%
maintenance
charges
go into
effect 90
days
after
install
$96,500
$17,370
End of Proposed Software Section
MHC Software, Inc.
10/29/2015
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Software
Optional Visibility for
Perceptive
Intelligent
Capture
from
Lexmark
OptionalAdditional
Data Verifier
Licenses
Optional Additional
Capture
Interface(s)
OptionalAdditional
Dynamic
Image DrillTM
Form(s)
OptionalExternal
Image Drill
Enablement
Key Features
 An optional reporting solution allowing report
creation and data analysis of the capture
automation and extraction rates


Additional Data Verifier licenses can be procured
for organizations that require more than 1
concurrent data Verifier license per 45,000 pages
processed by the capture engine.

Automatically capture lookup indexes from Lawson
form/database or other database/system


Dynamic Image Drill™ allows authenticated
Lawson Smart Office users to retrieve document
images via Lawson Smart Office or Infor
Ming.le*
*Infor Ming.le image retrieval and data capture integration with MHC Image
Express is dependent on Infor contextual messaging enablement for each
Infor Lawson form; image integration is only supported for forms in which
Infor has deployed the business context entity contextual messaging. Check
with your MHC account representative for integration availability for Infor
Ming.le users.


MHC Software, Inc.
10/29/2015
Inclusions
 2 Report Engine
licenses
MHC to provide functionality (via an extension to
the Image Express database or alternately,
exposure to a web service) to enable customer to
submit data parameters that would produce an
appropriate URL to return document images for a
given document group type (e.g., AP Invoices,
Purchase Orders, Journal Entries, etc.), for use in
producing links to documents via Crystal Reports,
Lawson forms, Lawson Process Automation or
another external system
MHC will support customer questions on leveraging
external image drill link functionality; all
development and modification to customer reports
and forms is the customer’s responsibility and is
restricted to the document group types enabled via
this component
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




Price
$19,000
1 concurrent license
for Verifier (thick client
or web client)
Licensing for above
page count will allow
for 1 concurrent
verifier license
Unlimited document
capture volume
$750 per
license
Forms beyond the 10
included in the base
product with
enterprise licensing
Unlimited Dynamic
Image DrillTM users
$1,500
each
Unlimited ability to
embed links to
document images into
reports, external
systems, or
customized web forms
for authorized
document group types
Document group type
examples include: AP
Invoices, Purchase
Orders, Journal
Entries, etc.
$3,000
$3,000
each
per
document
group
type
Software
OptionalEDI Invoice
Imaging
Component
Key Features
 Utilizes MHC Document Express Forms module
(licensed separately), interfaces to the incoming EDI
file, produces invoice images based on single
invoice document layout and automatically loads
the invoice images and index data into MHC Image
Express
MHC Software, Inc.
10/29/2015
Page 11 of 15
Inclusions
 Unlimited document
volumes for single EDI
810 file import layout
 *For organizations
that have not already
licensed the MHC
Document Express
Forms module,
additional license fees
apply
Price
$3,000*
Software
Optional eForms
Express –
Single Form
Key Features
 Creation and delivery of a single page web eForm
leveraging PDF form functionality within the web
page. This functionality is designed to replace a
paper form submission process with online, webbased submissions that are submitted into MHC
Image Express (either into the Image Express
repository or workflow).
 Users enter data into free-form text fields or make
selections using checkboxes, radio buttons or dropdowns. Note: Sourcing valid values or performing
data field validation using external source data
requires an extension to the eForms product and
requires a quote as a customized eForm.
 The eForms Express application allows the eForm
submitter to enter the required data into the online
form and submit the form as a static PDF into MHC
Image Express. Submitters can also choose to save
a copy of their submission or email it to themselves
after they submit it.
 eForms Express supports basic computations of
currency values. Customers can choose whether
users will be allowed to attach supporting digital
files to the main eForm submission.
 MHC extracts index fields out of the eForm
contents. Based on pre-built configuration options,
MHC automatically loads the index values and PDF
document into the associated Image Express Image
Group or into Image Express Workflow.
 eForm functionality is limited to what is supported
within a PDF form generated via Adobe Acrobat
 eForm submitters must have Adobe Reader 10 or
11 and match MHC supported browsers to leverage
all eForm functionality.
Inclusions






MHC Software, Inc.
10/29/2015
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Unlimited eForm
document submissions
by end users
MHC will provide initial
design mockup of eForm
to match customer paper
form, modified to meet
the requirements of an
electronic submission
Customer and MHC will
work together to target
finalization of the eForm
layout within 3 rounds of
design iterations
The Express version of
the MHC eForms
application does not
include any integration
to external systems (i.e.,
no form/user
authentication or
authorization
functionality, no data
validation or sourcing of
data values from
external systems, etc.),
nor does it include
complex
calculations/validation
nor post-submission
editing of eForm
contents. Contact MHC
for a refined estimate for
customized eForm
functionality.
Optional eForm
integration with a
signature pad costs an
additional $500/form
(signature pads must be
compatible with Adobe
Reader and must be
procured by customer)
Optional Active Directory
authentication logic
costs an additional
$1000/form
Price
$1,500
for each
eForm
web
page
layout*
*NOTE: A
quote is
required for
a custom
eForm for
any of the
following
situations:
eForm
submissions
feed variable
Image
Groups, data
integration
with
additional
systems is
required,
complex
calculation/v
alidation
logic is
required,
eForm
contents
require
editing in
Image
Express
workflow,
calendar
functionality
is required
within the
eForm, or
eForm
submissions
require
authenticati
on/authoriza
tion logic.
Software
eForms
Custom –
Single Form
Key Features
 Creation and delivery of a single page web eForm
leveraging PDF form functionality within the web
page. This functionality is designed to replace a
paper form submission process with online, webbased submissions that are submitted into MHC
Image Express (either into the Image Express
repository or workflow).
 Users enter data into free-form text fields or make
selections using checkboxes, radio buttons or dropdowns. eForms can be customized to source valid
values or perform data field validation using
external source data.
 The eForms Custom application allows the eForm
submitter to enter the required data into the online
form and submit the form as a PDF into MHC Image
Express. Submitters can also choose to save a copy
of their submission or email it to themselves after
they submit it. Optional functionality exists to
allow the PDF form values to be edited during
Image Express workflow processing.
 eForms Custom functionality supports currency
computations and calendaring options. Customers
can choose whether users will be allowed to attach
supporting digital files to the main eForm
submission.
 MHC extracts index fields out of the eForm
contents. Based on pre-built configuration options,
MHC automatically loads the index values and PDF
document into the associated Image Express Image
Group or into Image Express Workflow.
 eForm submitters must have Adobe Reader 10 or
11 and match MHC supported browsers to leverage
all eForm functionality.
MHC Software, Inc.
10/29/2015
Page 13 of 15
Inclusions
 Unlimited eForm
document submissions
by end users
 MHC will provide
initial design mockup
of eForm to match
customer paper form,
modified to meet the
requirements of an
electronic submission
 Customer and MHC
will work together to
target finalization of
the eForm layout
within 3 rounds of
design iterations
 May include
integration with
external systems, such
as user or form
authentication, user
authorization, valid
values from source
systems, multi-field
data validation logic,
calculations beyond
basic addition, custom
index field derivation,
signature pad
integration, editing of
eForm contents during
Image Express
workflow processing
and more
Price
Price
must be
quoted
by MHC
based on
customer
requirem
ents
Software Implementation & Maintenance Services
MHC Software’s proven Image Express Implementation Methodology enables organizations to achieve a faster ROI.
Service
Software
Implementation
Description
 Remote Implementation Services (web
meeting/VPN/telephone)
o Planning & Analysis*
o Design & Development (as necessary)**
o Installation
o Deployment & Customer Support
** Additional Development Support – AP Invoice Automation Efforts:

Although the projected need for technical customizations is low, any
organizations requiring non-standard technical scripting or coding
customizations will be billed on a time and materials basis at the MHC
hourly rate of $125/hour for the technical support.

Software
Maintenance
On-site Implementation Services (optional)
o 5 days recommended for OCR spread across two trips
o All types of implementation services noted above
Software maintenance entitles the customer to:
(1) MHC Image Express software upgrades and any other software
sold and licensed by MHC
(2) Software support via toll-free phone number and web meetings
(3) Continuing compatibility with Lawson applications (i.e., as
customers upgrade Lawson functionality, they can work with
MHC Software to plan and maintain compatible MHC Image
Express functionality with each Lawson upgrade)
Price
Included
Optional support
for non-standard
Development
efforts is billable
at $125/hour
$1500/day plus
reasonable travel
expenses
18% of software
list price,
annually
(software
maintenance
goes into effect
90 days after
install)
Please note: If customer organization wants to run in a secure https environment, then customer is responsible for
securing an SSL certificate; MHC does not provide SSL certificates.
The pricing in this proposal is based on an assumption that the license agreement will be executed between MHC
and the Customer. If other organizations or intermediaries are involved in the license agreement, administrative
billing, processing or implementation of MHC products beyond MHC Software, the pricing in this proposal is subject
to change.
Payment Terms: 50% of software price at time of purchase, balance due 30 days after delivery or acceptance.
MHC Software, Inc.
10/29/2015
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About MHC Software, Inc.
Since its establishment in 1980, MHC Software has streamlined document processing and financial transactions for
thousands of organizations across all industries. MHC Software is privately held and has been an Infor Lawson
partner since 1994. Our document output, document imaging and workflow automation software solutions allow
organizations to better manage information – data, documents and more – straight from their Infor Lawson or
other enterprise resource planning systems. Backed by world-class customer service, all MHC Software solutions
include seamless integration with Infor Lawson and other business systems, configuration to meet each customer’s
unique requirements and hands-on support and training. Over the years, we have earned a fiercely loyal customer
base by focusing on exceeding expectations, one customer at a time. In addition to software, MHC also offers a
secure processing center providing disaster recovery and outsourced processing services.
PROPOSAL PREPARATION:
Date:
October 23, 2015
Note: Pricing is valid for 90 days from proposal date.
By:
Gina Armada, on behalf of Jenny Mattson, Account Executive
Phone:
800-588-3676 Gina: ext. 238, Jenny: ext. 227
Email:
[email protected], [email protected]
MHC Software, Inc.
10/29/2015
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