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 Page 4 of 15 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™ Page 5 of 15 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 Page 7 of 15 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 Page 9 of 15 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 Page 10 of 15 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 Page 12 of 15 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 Page 14 of 15 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 Page 15 of 15
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