It’s time to revolutionize your financial workflows! Join us for our exclusive webinar to unlock the efficiencies in your accounts payable process, where we delve into the transformative world of cutting-edge technologies designed to streamline your accounts payable (AP) processes.

Discover how intelligent automation technologies with AI will lead to substantial cost savings, increased efficiency and enhanced accuracy in your financial operations.  Witness first hand some of the leading edge technologies in action as we demonstrate the ease and effectiveness intelligent data capture and automation technologies will bring to your AP process.  Don’t miss this opportunity to optimize your accounts payable processes and unlock new levels of efficiency for your organization with Naviant’s industry leading solutions and decades of expertise.  We take the pain out of paying your bills.

The post Transform Your AP Process with AI-Powered Intelligent Automation appeared first on Naviant.

Use the Content Portal’s accessible, low-code, secure and flexible web CMS to publish and manage user-first websites and forms. You can also increase self-service for your customers, whilst reducing costs and improving efficiencies.

Jadu Central is not only easy for your team to control, but your end-users receive the seamless customer experience they expect. Its integration and data capture capabilities mean you can focus more time on your customer’s digital journey and less time on the tools behind the scenes.

The post Jadu Central: Creating Customer Digital Journeys Just Got Easier appeared first on Naviant.

With proactive notifications and automated self-healing capabilities, the need for manual intervention from your OnBase administrators to investigate issues will be significantly reduced, and in some cases may be eliminated altogether.

Join us to learn more about this exciting technology and the services Naviant can provide you to help identify and address root cause issues that disrupt the end user experience.

The post Resolve OnBase Issues Before They Start with Naviant InsightIQ appeared first on Naviant.

HIGHLIGHTS:

ƒ Enables online processes at the front end to reduce calls and wait times

ƒ Allows end users to self-service from any location on mobile, tablet or desktop devices

ƒ Provides 24/7 access to information stored in Hyland’s content services platform

ƒ Integrates directly into existing public portals and websites

ƒ Improves accessibility by delivering Section 508 compliance with mobile-responsive HTML5 web pages and forms.

USE CASES:

ƒ Public assistance applications and public records requests

ƒ Business/professional licenses applications and simple permits

ƒ General requests such as property assessment appeals, complaints or investigations

ƒ Vendor/supplier portal, accounts payable and payment processing

IMPACT:

ƒ Reduces manual processes and increases efficiencies by decreasing paper-based approaches and time-consuming searches for information

ƒ Enhances citizen engagement and satisfaction with a digital channel to easily submit documents, complete online forms and check workflow status from any web browser

ƒ Extends the value of existing technology investments including WorkView, with easy-to-use web form creation and management to drive digital transformation initiatives

The post The Content Portal for Government appeared first on Naviant.

If you’re an OnBase and Salesforce user, you need to know about the powerful Salesforce OnBase integration that can elevate your organization’s efficiency and collaboration.

In today’s fast-paced business environment, streamlined processes and unified data are critical to success, and this integration offers just that.

Join us as we explore:

1. An Introduction to the Salesforce OnBase Integration: You’ll leave with a better understanding of the benefits of combining the robust CRM capabilities of Salesforce with the powerful content management features of OnBase.

2. Effortless Data Syncing: Learn how to seamlessly synchronize data between Salesforce and OnBase, ensuring that your teams work with the most up-to-date information across platforms.

3. Enhanced Workflow Automation: Discover how the integration optimizes your workflows and routine tasks and reduces manual efforts, thereby increasing overall productivity in Salesforce.

4. Unified Customer Insights: See how the integration provides a 360-degree view of your customers by uniting Salesforce’s customer data and OnBase’s document management capabilities.

5. Implementation Best Practices: You will gain valuable insights into the best practices for implementing and maintaining the integration to ensure a smooth and efficient workflow.

If you’re interested in enhancing your organization’s collaboration and efficiency, don’t miss this opportunity to unlock the full potential of your Salesforce and OnBase investments.

The post Unlocking Seamless Collaboration With the Salesforce OnBase Integration appeared first on Naviant.

The dynamics of work environments are constantly evolving, compelling organizations to adopt a digital-first approach in an era of increasingly virtual workforces. For accounts payable (AP) departments, relying on outdated practices such as mailing paperbased applications, visiting agency locations in person and resorting to email-based PDF forms significantly hampers processing speed and creates inefficiencies. In certain circumstances, such as natural disasters or global pandemics, the possibility of physical offices remaining closed for extended periods and organizations implementing remote work policies becomes a reality. Consequently, the importance of delivering seamless digital services to customers has never been more critical to ensure uninterrupted service.

Through the collaboration between Hyland and Jadu, organizations can leverage an integrated portal solution to provide exceptional digital services, granting employees access to critical resources from anywhere using their mobile, tablet or desktop devices. With a contemporary portal experience, the Hyland Content Portal powered by Jadu Central seamlessly integrates with Hyland’s OnBase enterprise content services platform, enabling online forms, document upload and tracking, payment processing, case management and workflow functionalities. This powerful combination empowers your organization to deliver new and enhanced online services to end users while simultaneously boosting engagement.

Customers can now interact with your organization online for various AP-related needs, including inquiries and access to financial documents such as payment records. Partners and vendors can conveniently access and submit documents whenever and wherever they need to, thereby reducing manual processes, increasing operational efficiencies and optimizing the value of your existing technology investments.

HIGHLIGHTS:

• Enables online access to all AP processes at the front end to reduce calls and wait times
• Allows end users to access any AP-related process, from any location, on mobile, tablet or desktop devices
• Provides 24/7 access to information stored in OnBase Integrates directly into existing portals and websites
• Improves accessibility by delivering Section 508 compliance with mobile-responsive HTML5 web pages and forms

USE CASES:

• Online approvals, regardless of location
• Ability to quickly retrieve AP documents, like invoices, POs and shipping documents
• Improves relationships with vendors via an interactive portal
• Digital invoice capture and data entry, accounts payable and payment processing

IMPACT:

• Reduces manual processes and increases efficiencies by decreasing paper-based approaches and time-consuming searches for information
• Increases employee productivity from anywhere with a digital channel to easily submit documents, approve invoices and check workflow status from any web browser
• Extends the value of existing technology investments, including WorkView, with easyto-use web form creation and management to drive digital transformation initiatives

The post The Content Portal for Accounts Payable appeared first on Naviant.

In today’s digital-first and increasingly virtual world, traditional methods of handling paper-based applications and forms prove slow and inefficient. The current global healthcare situation further highlights the need to deliver seamless digital services, especially when faculty, staff and students may be located off-campus.

Recognizing this crucial need, Hyland has partnered with Jadu to provide an integrated portal solution that enables exceptional digital services, empowering students and families to self-service from any location using their mobile, tablet or desktop devices. With a modern, public-facing portal experience, the Hyland Content Portal powered by Jadu Central seamlessly connects to Hyland’s OnBase enterprise content services platform, revolutionizing online processes and enhancing engagement.

Students benefit from multiple use cases, including admissions and financial aid applications, academic records requests and more that can be managed with forms or case management. Students can easily interact online with your institution to access or submit documents whenever and wherever they need to, reducing manual processes and increasing efficiencies while extending the value of your existing technology investments.

HIGHLIGHTS:

• Enables online processes at the front end to reduce calls and wait times
• Allows end users to self-service from any location on mobile, tablet or desktop devices
• Provides 24/7 access to information stored in Hyland’s content services platform
• Integrates directly into existing public portals and websites
• Improves accessibility by delivering Section 508 compliance with mobile-responsive HTML5 web pages and forms

USE CASES:

• Admissions applications and forms
• Financial aid applications, forms and awards information
• Transcript and academic records requests
• Vendor/supplier portal and accounts payable

IMPACT:

• Reduces manual processes and increases efficiencies by decreasing paper-based approaches and time-consuming searches for information
• Enhances student engagement and satisfaction with a digital channel to easily submit documents, complete online forms and check workflow status from any web browser
• Extends the value of existing technology investments, including WorkView, with easy-to-use web form creation and management to drive digital transformation initiatives

The post The Content Portal for Higher Education appeared first on Naviant.

This multi-million legacy platform was costing the council unsustainable amounts of money and was impossible to change or maintain without heavy investment – relying on vendor and service integrator support to maintain and change.

The council recognized that to begin its transformation and to shift the council services to be better, more efficient, and focus on customer needs, it needed a completely new digital platform.

By implementing a low-code, cloud-based case management service, the council empowered internal teams to redesign services in an agile way, quickly delivering a whole suite of new, customer-focused digital services centered around a Citizen Account.

The “BRUM” account initially launched in late 2018, with some simple services and over time, expanded to a rich self-service offering. It is now widely adopted by almost 500,000 users, over half of people who live and work in Birmingham.

By 2022, the council began embarking on a substantial “Customer Programme” focused on the customer and delivering digital experiences using agile principles, by fully leveraging the Jadu Case Management and Web Experience Platform.

The Website is the CRM

As more citizens join the BRUM account, Birmingham City Council plans new customer services, all based on Jadu Low-Code technology.

BRUM account, the Birmingham City Council online account for its citizens, built on the Jadu Low-Code platform, grew to 500,000 registered users during the Covid-19 pandemic lockdowns, enabling Birmingham City Council to continue delivering vital public services.

In addition, the BRUM account ensured the council was able to deliver central government grants to protect the vulnerable and the local economy.

The Challenge

The Covid-19 pandemic lockdowns highlighted which local authorities could instantly switch to a remote and digital operating model, and those that could not.

Local authorities with a digital core were able to seamlessly provide their essential services online and take on new responsibilities from the national government with relative ease. In other areas of the country, local government bodies struggled.

Fortunately for residents of Birmingham, the City Council adopted the Jadu Low-Code platform in 2019.

As the pandemic gripped the UK in 2020, Birmingham City Council saw registrations and demand on its BRUM account grow, with 500,000 city residents having a BRUM account now.

Birmingham has a population of 1.1 million, meaning close to half of the city’s residents have a BRUM account.

The BRUM account provides City Council forms, payments and connects to the council customer relationship management (CRM) system, so citizens can manage their council tax, benefits or request services.

The Solution

The digitalisation of internal processes was accelerated during the pandemic lockdowns. Birmingham City Council used the Jadu Low-Code library of application features, some of which were developed by other local authorities that use the Jadu platform.

This ensured that Birmingham City Council was able to download code, make minor changes, and release new features to meet the needs of its citizens.

Launched in 2019, the BRUM account powers the website, forms, payments, Intranet and CRM at Birmingham City Council.

This enabled customers to register for access to personalised information, including council tax, benefits as well as housing, and crucially, the ability to track any service requests made to the council.

Using the BRUM account digital service, the council has successfully replaced its legacy CRM system. The council’s customer services agents are now able to quickly raise cases for customers on the telephone and invite them to use the online BRUM account to track and comment, as well as encourage them to raise cases online the next time they call.

Exponential Growth of Personalised Digital Service

When the COVID-19 pandemic started, the council leveraged its investment in the low-code Jadu CRM tools to build new webforms and case workflows in real-time, reacting to the daily evolving crisis and delivering services to the community.

This led to exponential growth of knowledge and skills that has now become business as usual at Birmingham, with growth continuing in 2022 at pace.

The growth of case submissions through the contact centre and online via the BRUM account, is now all in one central, low-code digital platform.

Automation and Integration

Automation and integration are key to delivering a frictionless service, and Birmingham have fully leveraged Jadu’s Integration Hub strategy and toolset. 1 way integration iCasework 2 way integration SSO integration Brightly (formally Dude Solutions) Confirm Asset Managment

This enables the free flow of data using APIs and other services to help keep customers notified and updated on their cases. * PayBridge JADU HUBis Middleware NEC Group (Northgate) M3 Standard web services.

This prevention of failure demand is helping to save tens of thousands of pounds in operating costs.

To date, since the launch of NEC (Northgate) Revenues and Benefits online via the Single Sign On connection at Birmingham City Council, 260,000 users have registered for the service and its currently averaging at 7,000 self-service transactions per month.

This is calculated by the Council to save £2.50 per transaction which quantifies to 84,000 annual transactions at a saving of £210,000 per annum.

Paperless billing is calculated at 45p per household and to date, Birmingham has 6,500 registered for e-billing.

Since the start of March 2019, integration with ‘Brightly Confirm’ the council’s asset management system for Highways, the platform has seen a steep rise in monthly self-service volumes and a reduction in call centre calls.

The Results

“We have been able to deliver more and at pace, so now there is a much closer connection between the city councillors and residents,” said Peter Bishop, Director of Digital & Customer Services at Birmingham City Council (CIO).

The council has over two million customer cases being tracked through the BRUM account and has 2.7 million digital forms being used, which automates processes and reduces the cost base of the local authority.

“BRUM account is the technology platform for being able to provide those excellent online experiences that the council want to provide for our citizens by giving them some key information in one place, that is easy to access and it’s easy for us to scale,” says Cheryl Doran, Assistant Director IT.

Birmingham City Council is now developing a new customer service strategy, which will use the BRUM account as its foundation. Birmingham City Council will be able to pro- actively deliver street cleaning and traffic management, either in response to requests from its citizens, or from insight derived from better information management.

Birmingham City Council states: “We want to create a shift in how we think about and interact with you, so that you are at the centre of everything we do.”

The post How Birmingham City Council is Transforming its City with Low-Code appeared first on Naviant.

Creating your customer digital journeys just got easier.

As an extensible, enterprise-grade platform, Jadu Central is all you need to manage your website and forms online.

With its accessible, low-code and simple-to-use interface, it’s not only easy for your team to control, but your endusers receive the seamless customer experience they expect.

Its integration and data capture capabilities mean you can focus more time on your customer’s journey and less time on the tools behind the scenes.

Millions of people use Jadu to receive important digital services every day.

Benefits to You

Save time, while staying inclusive with WCAG 2.1 AA fully accessible site templates and functionality for both your main site and subsites.

Remove site implementation costs, with multiple content types out-of-the-box.

No technical skills required, so you can quickly and easily build and manage complex online forms.

Improve efficiencies and processes by integrating with your CRM, back office and payment systems.

Reduce the worry of security risks with a secure and resilient platform, plus optional hosting.

Create accessible content, while using engaging functionality, robust workflows and governance controls.

GDPR compliant customer portal functionality via Jadu MyAccount, means you have one less headache.

Benefits to Your Customers

Remove frustration by delivering services digitally, so customers can contact you anywhere, at any time.

Better service delivery and communication, with one-stop access when used with Jadu Connect.

Customers decide how they receive your services via their preferred device, with built-in support for mobile.

No more searching for outcomes, they’re provided with instant updates on the progress of transactions via a secure MyAccount page.

Bespoke customer experience, with an engaging, feature-rich and personalised ‘MyAccount’ web experience.

Reduce time wading through irrelevant content, customers can quickly locate what they need.

Key Features

• The Jadu Control Center: simplify content management, form management and site administration, and improve productivity, with an intuitive, search-led web interface.
• Homepages: create feature-rich homepages and landing pages with reusable widgets that can surface information from within Jadu Central or from external data sources.
• MyAccount: build customer-centric, account management pages using a tailored suite of widgets and targeted information based on demographic, and preference information.
• Forms: create online forms to capture customer data ready for transfer to other systems for further storage and processing. Use branching rules to lead the customer along different journeys.
• Website theme templates: take advantage of WCAG 2.1 AA standard templates with different levels of personalisation, or choose a new innovative custom design as part of your implementation.
• Document Editor: manage web page content with a robust and configurable document editor, designed to allow you to focus on creating great, accessible content without the need for technical skills.
• Downloads and Image Library: simplify download and image file management, with central, searchable libraries supporting over 220 file types.
• Directories: present searchable repositories of structured data through Directories, with flexible content field types and built-in support for geolocation data displayed using Google Maps, OpenStreetMaps or ESRI ArcGIS Online.
• Friendly URLs: benefit from semantic, human and machine-readable, search engine-friendly URLs for all content, supplemented with aliases or Friendly URLs for usability / publication in print media.
• Reports: pre-configured reports are available to measure key performance indicators and support site governance activities. The reports interface is extensible – custom reports can be defined and added programmatically.
• GDPR compliance: as it’s fully compliant, personal data is held securely, and can be deleted completely on request. Jadu Central provides options for gathering and recording consent.
• Administrator management and publishing workflow: robust and configurable workflow controls can provide governance in-line with your business process, ensuring quality, accuracy and compliance are not compromised.
• Administrator two-factor authentication: an extra layer of security against unauthorised account access, instructions and support for the use of Apple, Android, Windows phone and Windows PC devices are provided.
• Translation workflow: provide location or language-specific information with a dedicated subsite. Automatically generated mappings between translated content ease a user’s journey between different languages.

The post How Jadu Central Connects Communities with Accessible Websites and Forms appeared first on Naviant.

Hyland Content Portal powered by Jadu Central, is an integrated solution that comprises of personalized content and online forms. Enabling you to manage content, forms and data in one centralized place from any device. Hyland Content Portal delivers Section 508 compliance with mobile responsive HTML5 web pages and forms. Using the integration with Jadu Central and Hyland’s OnBase and Perceptive Content, your visitors receive a highly personalized experience, they can self-serve and access important content and services.

Integrated

The portal grows with you. Surface data from back-office systems such as Document Management Systems (DMS), Customer Relationship Management (CRM) systems, Learning Management Systems (LMS), and more!

Responsive and Accessible

Stay consistent and on brand. Match the design to your organization’s existing website, while implementing a portal that is Section 508 and WCAG2.1 accessible from anywhere, on any device.

Personalized

Give customers, vendors and suppliers, students and employees access to what they need, where and when they need it, transforming their self-service experience.

Benefits

Students

Students can login to their college/university website via the Hyland Content Portal and access online forms, personal files, courses and grades, thanks to powerful back office integrations.

Employees, Faculty, and Staff

Personnel can quickly and easily access and navigate to the information they need to do their jobs efficiently. No more time wasted hunting down documents. Organizations gain the ability to better communicate with employees.

Vendors and Suppliers

Give customers, vendors and suppliers, students and employees access to what they need, where and when they need it, transforming their self-service experience.

Key Features

• A built-in, extensible data retrieval framework simplifies tasks associated with retrieving data stored in Hyland’s content services platform or other backoffice systems.
• An easy-to-use web form builder helps capture data online. Plus, it provides a framework for developing application-specific, integrated components that pull data from remote systems into online forms as users complete them.
• Accessible to WCAG 2.1 for compliance with Section 508 of the Rehabilitation Act.
• Responsive web design integrates directly into your existing portal and provides users with a rich mobile experience from the same URL across all devices.
• A built-in widget framework allows for content from external data sources to be surfaced to users via the web portal. Widgets supply simple, configurable tools that retrieve syndicated and web-enabled data from a variety of sources, including social media channels.
• Web forms allow non-technical users to create convenient, online forms that comply with web standards for accessibility and design, and have the power and flexibility to integrate data with back-office systems.
• Form actions help configure forms to push form data to an external data source and into workflow, whenever a web form is completed. Form actions can alternatively be used to automate systems integration without the need to re-key data input online. CRM, ERP, ESB and Marketing Automation are just a few examples of existing form actions.
• Integrated components pull data from external sources into a form field while the user is completing the form.

The post How the Content Portal Transforms the Way You Deliver Self-Service appeared first on Naviant.