enterprise content management solution · (user/group/document) • document retention . synergy...

© 2015 Jack Henry & Associates, Inc.®

SynergyEnterprise Content Management Solution

Sherrie ArrudaProduct Solutions Consultant

2© 2015 Jack Henry & Associates, Inc.®

Agenda

Synergy OverviewModules Live Demo

EpisysSynergy User Client


Synergy Overview


Who We are and What We offer:• is a mature ECM solution that has been installed

for 20+ yearsMature Product

• $40M Business with a 61% Margin and a $27M Maintenance Revenue StreamFinancials

• has been a steady growth area at JHA for 10 years. 15% of the overall expense in ECM is reinvested into R&D.

Growth Area

• is installed In-House & in Hosted with tight integration with our JHA cores and comp products.In-House, Hosted & Integrated

• has a large customer base (1,361+) with many large financial institutions (> $1 billion in assets).Customer Base

• solid roadmap into FY’18 and a long-term vision with a experienced Advisory BoardRoadmap

• team has strong technical knowledge and ECM experience, with well established processesExperienced Team

• customer service teams continue to exceed the customer satisfaction goal! Customer Service


Monett, MO – 4 (3%)

Springfield, MO – 51 (38%)

Charlotte, NC – 2 (1.5%)

Troy, MI – 50 (37%)

San Diego – 4 (3%)

Remote – 24 (17.5%)

135Associates

Synergy ECM Team

WA

OR

ID

MT

WY

ND

CA

NV

UT CO

NE

SD

AZNM

KS

IA

MN

WI

MO

AR

TX LAMS AL GA

FL

SC

NCTN

KY

INOH

PA

NYMI

IL VAWV

MEVT

NHMA

CTRINJ

MDDE


Synergy Customers


Top 25 Symitar/Synergy Customers by Asset Size


Major Release

One Per Year (Q1)

Major enhancements

/ corrections

Min of 3 Betas

Update Packages

As Needed

CorrectionsOnly

Release Support

Last two major releases

Latest Update Packages

Synergy Release Philosophy - Upgrades


Synergy Modules


What Is A Document?Just About Everything

• Any Record, Paper, Form, or Piece of Information that Matters

• Opening Act

• DocuSign

• Symform

• Symform PDF

• Receipts

• Checks

• Reports

• Non Traditional• Job Applications

• Reviews

• HR& Payroll

• Garnishment/Levy

• Invoices


Synergy Base Modules – Synergy Document Mgmt.File Formats

• Electronic Files• Scanned Images• Email• Web Pages• ID Cards• Audio and Video• Over 100+ formats

Supported


Document Module• Includes Synergy Capture

(Scanning Software) • Core Integration

(Intelligent Query)• Smart Indexing and Re-

File Capabilities • Supports up to 100+

different File Types (Including PDF)

• Multiple Levels of Security (User/Group/Document)

• Document Retention

Synergy Base Modules – Synergy Document Mgmt.

• Import Soft Copy

• XML File Import

• Scan & Index

• Scan and Smart Index

• Bar Code Recognition

• Document Information Pages

• KOFAX (optional add-on)


Synergy Base Modules – Synergy Document Mgmt.The Integrated Difference

• Report/Doc/Check Retention • Audit Capabilities• Employee Security • Bulk Re-File • Automated FTP• Single Sign-On• Smart Index• Intelligent Query

o Accounts Payableo Document Trackingo Collateral Trackingo Check Managero Dealer Managero Account Managero Teller Transactions

• Opening Act ®

• NetTeller®• SymForm/PDF • Image Center®• Centurion Services• Synapsys• Jha Enterprise Workflow• SharePoint®• ARCU• Synergy eSign/iSign• DocuSign


Synergy Base Modules – Synergy Reports

• Reports Load Manager: runs as a service and supports load balancing of multiple load stations.

• Report Retention: ability to purge reports based on user defined retention guidelines

• The system supports over 40 formats including; PDF, ASCII, 1999 Bisys, Bisys, DataVue, HP, IBM NCR, Remote Print, SysPool, Unisys A & V, V Series, AS 400

Report Module • Integrated FTP

process • Core Level

Security • Intelligent Query

(Notices, Tax Forms, Statements)


Synergy Base Modules – Synergy Check Archive

Check Module • Intelligent Query • Image Center

Integration • Signature

Verification• Support X9.37 File

Formats • Single Solution

• Single Check Image Repository

• Intelligent Query Check Research from Symitar

• Multiple Display & Research tools

• Tightly Integrated to Report & Document Module

• Integrated with Synergy API for 3rd party access


Auto/Batch Document Recognition• Fully Automates Indexing process• Handles all Printed Text• Document Information Pages

Auto Import • Monitors up to 10 Directories • Eliminates Manual Imports • Reduces the Need for Dedicated Scanners

Synergy Solutions – Capture Modules



Synergy eSign • Reseller of IMM • Full Support of Electronic and Digital Signatures • PKI Technology (Used by CUNA) • Signatures are Housed in Synergy

Synergy ID Scan • Automated Card Scanning• Full OCR Capabilities (ID & Passport)


1• Synergy AdvancedPDF™

2• Synergy eMailAssist™



Synergy Solutions – Productivity Modules

eDistribution • Automatically Sends Documents & Reports

both Internally and Externally • Integrated with Workflow and Document

Tracking


Power Search • Google Like Search (Free Text)• Reduces Lost or Misplaced Files by

Searching Text not Index Information

Document Tracking • Integrated with Episys

• Creation of Forms • Inquiry

• Scalable Reporting

Synergy Solutions – Productivity Modules


Let’s Go Live…………………..


Do you have any questions?