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Partner Summit 2006

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  1. PartnerSummit 2006

  2. Partner Summit 2006 Mike Grzegorek

  3. Day 3: Monday, June 12th National Park Service . . . . . . . . . . . . . . Alex Smoler Project Management . . . . . . . . . . . . . . .Mark Salchert CeleriTime & Service Bureau. . . . . . . . Brandy Phelan Integration . . . . . . . . . . . . . . . . . . . . . . . Bill Roettger Show Me the Money. . . . . . . . . . . . . . . Scott Berry Leasing Options . . . . . . . . . . . . . . . . . . Betty Illic Wrap Up . . . . . . . . . . . . . . . . . . . . . . . . .Bill Bangtson Begin Technical Track

  4. National Park Service Alex Smoler

  5. National Park ServiceNatural Resource Program Center • Office & Field Assets used by NPS personnel in Colorado • Pilot Program -Plan to deploy nationwide • Main Location in Fort Collins, COSeveral Locations Across Colorado • ID EDGE Colorado Customer Customer Information

  6. Needs Analysis Customer Has Expensive Assets: • Laptop PCs, Desktop PCs, Printers, Scanners, etc. • Two Way Radios & Cellular Phones • Weather & Outdoor Equipment • Weapons & Dart Guns

  7. Needs Analysis • Easy way to keep track of asset entrusted to particular individuals • Simple way to keep track of status of assets (assigned, damaged, lost/stolen, surplus, etc.) • Consolidated information for all locations - each location manages their own assets • Care of assets auditedby Feds once a year • Get reports of status and/or assignment of assets • Review inventory of assets at each location or entire organization • Ease of preparation for annual audit

  8. Enterprise Edition The Solution . . . • Easy to Use Software • Full Reporting Capability easy to configure reports, can be saved for later use • Auditable Trail of Asset Historyanswer to previous hodge-podge paper/excel/access system • Using Asset Tags provided by NPS with keyboard wedge Bar-Code ScannersEase data entry of items entering and leaving inventory • Faster compliance and audit by federal NPSLess time spent getting paperwork ready

  9. National Park Service Alex Smoler

  10. Keeping a Project on Track Mark Salchert

  11. Importance of Project Management • “Never Ending” implementation • Payment issues • Conflicts with other new projects • Warranty issues • Separation of Implementation issues from Support issues • Ties into revenue generation

  12. Keys to Keeping a Project on Track • Customer Expectations • Create timeline and stick to it • You control the project, not the customer • Learn to be firm • Communications – Keeping everyone in the loop

  13. Project Plan • Start with a deadline date and work backwards • Identify all tasks and the “owner” of them • Milestone tasks must be tangible • Identify any potential “show-stoppers” • Review plan on a regular basis

  14. Configuration Survey • Used to define pay rules and policies • Vital for a successful implementation • Best to keep format general, then start dialogue

  15. Finishing a Project • Create “punch”list of remaining issues • Deliver sign off document • Send letter of completion

  16. Keeping a Project on Track Mark Salchert

  17. CeleriTime & Service Bureau Brandy Phelan

  18. Service Bureau and T & A • Easy and Economical Badging Solution For the small industry where the cost of a printer can’t be justified. Specifically if lamination is needed • Makes Laminated Cards Accessible • T & A requires very Durable cards • Removes the Printer “Headache” from the Equation

  19. Service Bureau Advantages • Drives up ASP on a Smaller Sale • One more “Exit Barrier” • One More Reason to “Touch the Customer” • Simpler to Install and Support Than Full ID Solutions • Longer Lasting Cards for Smaller Customers

  20. Service Bureau Features • Familiar Look and Feel of IDimage • All Printing Capabilities Removed • “One Click” Transmit Data for Production • Database Available to Customer for Easy “Re”quests • Can Transmit Both via email and FTP (Where Email is impractical) • Audit Trail of Transmission Logs • Re-Try Last Transmission • Check Mark Record to Request Badge

  21. CeleriTime & Service Bureau Brandy Phelan

  22. Data Integration Bill Roettger

  23. History • We have been providing data integration solutions for over 20 years • Over 1500 different interfaces • Time & Attendance (CeleriTime, Lathem, Kronos) • HR / Payroll(ADP, ABRA, Ceridian, Great Plains, MAS 90, PayChex …) • Staff Scheduling (Per-se’ , AtStaff) • ERP / MRP (PeopleSoft, SAP) • Access Control (IdentiCard) • Point of Sale (Biztracker, FuturePOS)

  24. Why Data Integration? Why is it important to our customers? • Businesses Hate Data Islands • Duplicate Data Entry • Data Entry Errors • Expensive Consulting to Resolve • Additional Burden on IT Staff • Negative Impact on CASH

  25. Why Data Integration? Why is it important to us? • Competitive Advantage • Ability to provide data integration allowed us to dominate our market space • Increase Revenue • During our best year, data integration added 1.3 million in revenue

  26. Why Data Integration? Data Integration used to be synonymous with: • High Cost • Rigid Custom Code • Time Consuming Implementation • Maintenance Nightmare There has to be a better way …

  27. The Triad: Data Genie Import Wizard Adaptive Software

  28. Data Genie

  29. What is Data Genie ? • Basic Data Integration for Text Data • Source contains data as needed by destination (i.e do not need to merge fields, split fields) • Data Integration for & Beyond • Free with Suite • Additional charge if ordered with individual vIDix product

  30. Why Data Genie ? • Products use Dynamic Database Technology • Infinite number of possible configurations • Requires a robust / adaptive data integration solution • Data Genie was designed to fulfill these needs

  31. Data Genie Solutions • Badge Data to IDimage • Badge Data from IDimage to IDaxxess • Data from IDimage to IDvisitor • visiting list • pre-registered visitors • Two-Step Registration Process for IDvisitor

  32. Data Genie Build “Data Bridges” between a wide variety of Data Sources: • Take Data From • CSV • ASCII delimited • SQL Query • Microsoft Excel • Microsoft Access • Any ODBC compliant database • Send Data To • CSV • ASCII delimited • Microsoft Access • Any ODBC compliant database

  33. Main Screen • Configurations • Save parameters • Input Parameters • Type and Location of Source Data • Output Parameters • Type and Location of Destination Data • Map DataFields • Print Configuration • Process

  34. Map Data Fields • Map Input Fields to Output Fields • Default Values • Translations • single value lookup • When Output isDatabase • Key Fields • Insert Only, Update Only, or Insert and Update

  35. What is Import Wizard ? • Advanced Data Integration • Edit Source Fields, Combine Fields, • Split Fields, Script Evaluation, Translations, • Filter Data, Default Values • Data Integration for & Beyond

  36. Import Wizard Build “Data Bridges” between a wide variety of Data Sources: • Take Data From • CSV • ASCII delimited • Fixed Length • SQL Query • Any ODBC compliant database Send Data To • CSV • ASCII delimited • Fixed Length • Any ODBC compliant database

  37. Import Wizard The secret of Import Wizard’s power and flexibility … all aspects of data integration are User Configurable • Define Data Source • Define Data Destination • Specify Default Values • Filter Data • Combine Fields • Create Sub-Fields • Math Calculations • Date Calculations • Prompt for User Input • Perform Data Validation • String Manipulation • Multi-Column Translation Tables • Add or Update Records • Specify Multiple Key Fields

  38. Import Wizard Data integration so easy, so advanced, it must have been stolen from the future … Bill Roettger I’ve been waiting forever for a product like this. I now solve our data integration needs in minutes instead of days or weeks … Tom Thuente If you can imagine it, Ban-Koe Bridge can do it … Martin Johnson

  39. Main Screen • Configurations • Save parameters • Map Data Fields • Input Parameters • Type and Location of Source Data • Output Parameters • Type and Location of Destination Data • Print Configuration • Process

  40. Setup/Map Data Fields • Source Fields • Defines input data • Expressions • Combine fields together • Script Evaluation • Translations • Perform lookup and return a value • Filters • Include / exclude records • Target Fields • Map source fields to destination fields

  41. Source Fields • Field Name • Column • Sub-string • Trim data • Pad data • Default value

  42. Expressions Script evaluation - conditional logic, math expressions, date/time calculations. Combining source fields and fixed text

  43. Translations • Translate source field data via translation table • Translation table can be SQL query or delimited file • Multi-column lookups

  44. Filters • Include or exclude data based on selection criteria • Specify multiple filter conditions

  45. Target Fields • Map data to each target field • Specify default value • Take data from left or right side of source field

  46. Adaptive Software

  47. What is Adaptive Software ? • Advanced Data Integration Combination of re-usable modules (Data Genie, Import Wizard, CSVFilter, CSVExpand,…) along with programs written to meet the needs specific to an individual customer • Data Integration for vIDix & Beyond

  48. When is Adaptive Software used? • Interface must perform multiple calculations and use results that provide “best” answer (e.g. Calculate OT based on over 8 in a day, and based on over 40 in a week, pay which ever method result in most overtime) • One or more input records produces one or more output records • Either input or output contains multiple record types • When data integration software must meet customer application design standards