Tallega Software

Loan Processing

Speed Application Decisions

ImageNow captures loan applications received in person or via e-mail, fax or online and sends them to the appropriate staff members for immediate processing. Incoming applications are automatically linked to your loan origination system, providing instant document access that speeds loan processing, underwriting and issuance and administration.

The flexibility of ImageNow Workflow enables you to adapt it to mirror every step of your existing review process with one major difference — no paperwork delays. In addition, reporting features give managers a comprehensive overview of loan processing metrics, enabling them to better focus resources.

Expedite Loan Decisions

Instant access to the right files at the right time allows staff working in any location to work quickly and efficiently. ImageNow Workflow facilitates faster information sharing between brokers, broker service representatives, underwriters and other personnel, enabling them to make fast, informed loan decisions.

Improve Customer Service

With single-click access to loan files at any stage in the review process, you can quickly and confidently answer questions from customers and brokers. And as loans are processed faster than ever before, you'll boost customer satisfaction even more.

Simplify Loan Administration

The longer the term of a loan, the more correspondence, loan service requests and other documents accumulate. Managing loan files electronically in ImageNow eliminates the financial and productivity costs of housing paperwork and enables your organization to efficiently manage each loan, from receipt of the application to purging the customer's file.

Protect Applicant Privacy

Unlike a paper storage system, which is virtually impossible to secure, ImageNow safeguards application files in an electronic repository that only users with valid privileges can access. Advanced document and system security measures built in to ImageNow — such as digital signatures, authentication and auditing capabilities — protect every file stored in the system.

Banking Solutions

Improve Customer Service

ImageNow puts customer records at users' fingertips, enabling tellers, account managers and other staff to answer inquiries immediately. ImageNow also enhances commercial financial services, back office operations, treasury, legal and other banking functions by replacing the paper chase with more efficient workflow processes that increase the number of transactions your staff is able to process, approve and complete each day.

Improve Work in Banking

 - Invigorate Retail Operations:

Importing applications, loan agreements, correspondence and other customer documents into the central ImageNow repository and linking them with records in your banking systems provides a new level of document access to authorized tellers, loan officers and other staff members. Upon receipt, account applications are routed to the appropriate account manager via ImageNow Workflow for immediate action, and can even be sent on to others involved in account setup with just a single click. Instant document access and simplified workflow also speed the processing of deposits and other transactions. Storing signatures cards in ImageNow also helps banks verify customer signatures before issuing funds, helping prevent fraud.

- Improve the Customer Experience

Customers expect a timely response to their inquiries; they do not want to be put on hold or called back after a search through a file cabinet. The seamless integration between ImageNow and your banking applications puts any staff member, in any location, just a click away from the documents they need to meet these expectations.

- Boost Back Office Operations

ImageNow captures key operational documentation, including corporate treasury service contracts, ACH payment authorizations, vendor agreements and Check21 image exchange agreements and stores them in a secure electronic repository that only authorized users can access. Full-text search capabilities give you the flexibility to find documents stored in ImageNow using ad hoc queries, making it even easier to locate precise information at a moment's notice.

- Creating New Efficiency in Treasury Services

ImageNow allows you to capture customer agreements electronically, link them to banking application records and quickly route them on for setup completion. Instant document access enables support areas to confirm the status of customer implementations and utilizations, and reporting features provide verification of turnaround times. ImageNow also links Lockbox and/or Disbursement image files to AP and AR systems, giving commercial customers a new level of document visibility that speeds project completion. ImageNow even supports the provision of add-on services such as image transmissions.

Legal & Compliance

Support Data Security, Audits and Regulatory Initiatives

Perceptive Software has studied the dozens of regulations relevant to our financial services customers and offers its products in support of compliance efforts with Sarbanes-Oxley (SOX), the Health Insurance Portability and Accountability Act (HIPAA), ALM, the eSign Act and more.

Legal Departments

Centralize Insured Records

Create a secure, centralized electronic repository for all documents, such as contracts, leases, release forms, affidavits and other official forms or certificates. Index records by individual client, department or the classification of your choosing for fast retrieval.

Instantly Access Needed Documents

Eliminate the time-consuming task of searching manual file cabinets for important documents. Use ImageNow's single-click interface to give authorized users instant access to information when they need it.

Secure Confidential Documentation

Maintain a high level of security for sensitive documentation. ImageNow security measures let you employ password protection and data encryption to ensure only those with a "need to know" have access to certain records.

Enhance Guideline Adherence

Quickly and easily audit records in your business application against source documents and provide backup to auditors and regulatory bodies. Provide auditors with temporary access to your ImageNow system to reduce the time strain audits traditionally place on your staff, and give them reports to evaluate individual interaction with a document, when it occurred and what actions were taken.

Compliance

Across almost all legislative acts and regulatory guidelines, three common requirements stand: data integrity, data confidentiality and data accessibility. All of these can benefit from the support offered by the ImageNow document management, imaging and workflow suite.

Data Integrity

Store all unstructured data using indexing and tracking features to ensure data accuracy. ImageNow's sophisticated object store provides secure storage and supports long-term retention.

Data Confidentiality

Authentication and encryption features provide many ways to ensure authorized persons access only those documents they have been given permission to view. ImageNow also allows you to track each time a document is accessed.

Data Accessibility

A rich array of display capabilities let users access data via the most convenient method. These capabilities tightly integrate with ImageNow's security features and ensure all user actions are auditable.

Wealth Management

Streamline Wealth Management Processes

In today’s competitive market, clients of wealth management firms have advisors vying for the opportunity to handle their financial affairs. Whether you’re managing investment portfolios or taking care of the family business, to keep your best clients and attract others like them, offering a better client experience gives you a competitive edge. Streamlining your administrative processes helps you improve customer service, while you reduce costs and strengthen compliance.

Perceptive Software solutions for wealth management, including ImageNow document management, imaging and workflow software, help you simplify time-consuming, paper-driven tasks, so you can focus on serving clients instead of shuffling paperwork. By managing documents and important content electronically, you have instant, secure access to the client information you need, whenever and wherever you are. And because ImageNow is so flexible, you can expand it to electronically manage content across the whole enterprise, including in accounts payable and human resources.

Speed the new account process

Quickly and effortlessly gather account information, route it through workflow and track all the necessary data in ImageNow in order to deposit client assets as soon as possible.

Enable advisors to work from any location

Keep all client documents and critical financial data at your fingertips, whether you’re in a client meeting, on the road, or in the office.

Move client assets more efficiently

ImageNow Workflow allows you to collect, route and process transfer paperwork when moving assets from one custodian to another, ensuring swift and accurate processing.

Improve the customer experience

When all the information you need is available at a moment’s notice, you can answer questions quickly and process paperwork faster, raising the standards for customer service.

Support compliance

Confidently support your compliance and retention plans with the ability to protect, secure and track all documents within ImageNow.

Lower operating costs

Managing documents electronically with ImageNow reduces spending on paper and storage, while potential efficiency gains contribute to ongoing savings.

Enrollment Services

Speed Student Applicant Processing, Decisions and Improve Student Service

Your enrollment services departments — admissions, financial aid and registrar — are at the forefront of the higher education experience. Your primary responsibilities are delivering great student service and ensuring ongoing student success.

Perceptive Software supports you in your mission by enabling you to:

speed admission processing, decision and service

make informed financial award decisions faster

speed student registration changes, while ensuring accuracy and supporting FERPA compliance

streamline credit evaluation from transcripts

all directly from the student information system you use every day.

Powerful document management tools and electronic workflow enable admissions and financial aid counselors, registrars, verification clerks and other key personnel to complete enrollment services processes faster than ever before.

At the start of each semester, before graduation, and at any other peak activity time, Perceptive Software ECM technology removes the stress of paper processes, freeing up enrollment service staff to meet students’ needs responsively and proactively.

Advancement Services

Enhance Service to Constituents and Improve Communication Across Departments

For universities and colleges of all sizes, the advancement office plays an enormous role in helping the institution reach its goals and meet its mission. Your office must efficiently manage campaigns to solicit, receive, process and disburse gifts, leaving no room for errors and ensuring positive relations with constituents, donors, alumni and friends.

And yet, the reliance of many schools on paper-based processes is inhibiting the ability of the advancement department to campaign effectively and reach its development goals. Often, the Advancement department has thousands of documents, email correspondences, faxes, PDFs and other types of unstructured content.

Enterprise content management (ECM) solutions from Perceptive Software for gift processing and constituent management enable your advancement office to overcome content management problems and easily access documents and information relating to donors and prospects.

Our ImageNow document management, document imaging and workflow software seamlessly integrates with your existing business and alumni software applications to deliver secure, digital versions of paper. With ImageNow, checks correspondence, campaign plans and other content is captured, stored in an electronic repository, and automatically tied to the appropriate constituent record in your donor management system. Authorized users can then instantly access the information they need to streamline gift processing and build relationships with constituents, and share access to constituent files with the president, college deans, alumni association and other authorized users across campus.

• Perceptive Software ECM technology enables your advancement staff to:
• Process gifts faster than ever before
• Streamline campaign workflows
• Deliver immediate service to prospective and existing constituents
• Improve information sharing with other departments
• Reduce costs associated with misplaced documents
• Protect constituent privacy with security features
• Stay compliant with development regulations
• Boost employee productivity and satisfaction
• Quick and easy access to donor and prospect information

Student Life Services

Improve Student Satisfaction and Retention

Today’s students are used to getting what they want, when they want it. From mobile communications with friends to online banking to drive-thru meals -- this generation wants everything quickly. Yet when it comes to higher education, paper-based processes can slow down student service across your campus.

A school’s ability to provide timely service has become crucial in the competitive higher education marketplace and is a key to schools retaining students once they’ve enrolled.

Perceptive Software enterprise content management (ECM) technology, including ImageNow document management, document imaging and workflow, are helping colleges and universities worldwide meet students’ expectations by creating new and greater efficiencies in student services departments.

ImageNow captures student content sent via any medium and automatically ties it to the appropriate student record in your student and business systems. Authorized users in student health, residential life and other student services departments can then instantly access the information needed to meet students’ needs.

They can also use powerful document management features, capture additional information in electronic forms and share information with colleagues in real time with electronic workflow. With Perceptive Software solutions, your student services departments can:

• Increase student satisfaction by providing faster responses and more accurate information
• Eliminate long lines that put stress on students and staff at peak times
• Enhance teamwork between offices and departments by removing the limitations posed by paper
• Protect student privacy with advanced security features
• Improve information availability and visibility for authorized users

Extend Your Competitive Advantage

The athletics department has many functions -- recruiting, coaching, advising, compliance, accounts payable, human resources -- and ensuring academic success through collaborating with other departments on campus. It all adds up to caring about student success in competition and in the classroom.

The processes your athletic department manages are central to the ongoing success of your programs and critical to your institution’s success. Demonstrating institutional control ranks among your top priorities. Perceptive Software ECM products, including ImageNow document management, document imaging and workflow, can automate these key processes, create efficiencies across athletics, enable collaboration across campus and enhance your compliance efforts.

Using ImageNow, authorized users—from coaches to compliance officers to administrative staff—can instantly access the documents and content they need to help evaluate a recruit, verify eligibility for a student athlete, approve an invoice and more.

They can also perform advanced document management functions and easily and securely share information with colleagues across campus. With ImageNow, your school’s athletics department can:

• Demonstrate institutional control and ensure compliance with the NCAA, NJCAA, NAIA and other regulatory bodies
• Speed recruiting, invoice approval, travel & expense, donor management, contracts management and other key processes
• Improve information sharing with enrollment services to simplify eligibility procedures for the upcoming season
• Protect student privacy by managing documents in a secure electronic repository

Core Facilities Management

Perceptive Software's core facilities management system (CFMS) uses our proven process and content management technology to streamline the scheduling and management of shared resources across scientific research facilities. This improves efficiency and ensures your entire group is compliant with federal reporting regulations like NIH.

CFMS is built on BPMone to empower core directors to manage their devices, rates, user permissions, scheduling and invoicing from a secure, one-stop web interface. Internal and external principal investigators and post-doctorals can search for and schedule devices and consultations across your entire university — eliminating scheduling conflicts and administrative paperwork, and maximizing return for the investments you’ve made in your labs.

Genetic research’s needs are radically different from those of microscopy. CFMS adapts to meet these diverse needs. Each core can customize their scheduling and intake forms without IT or vendor assistance, and set up specific processes that feel natural to the university’s needs and the research user base.

Real-Time Utilization Reporting

With real-time utilization reporting, you can make purchasing decisions based on facts, not end user perceptions. In addition to controlling the processes of each core, the solution also provides instantaneous, ad hoc, real-time reports and dashboards of actual utilization for every device in every core. University staff will always know what is in demand and what is being under-utilized — and can confidently plan based on real usage data.

Meeting NIH Regulatory Compliance

Principle investigators have few requirements for the production of grant audit trails — in fact, almost none for grants under $500,000. CFMS provides two key means of achieving NIH compliance:

• CFMS screens are generated dynamically so users cannot take non-compliant actions.
• CFMS records every action that is taken in the core facility lifecycle in real time. The creation of these audit trails are completely transparent and unobtrusive, so the production of science is never slowed.

Measurable and Tangible Cost Savings

When using Perceptive Software’s solution, savings projections aren’t wishful thinking. ROI is delivered through process efficiency, avoiding costly audits, and making intelligent purchasing decisions based on real-world device usage. But on top of that, CFMS is built to recapture time for research and billable activities for principal investigators, post-doctorals, researchers and core directors — freeing them to produce science instead of paperwork and manual invoicing. Read more about Perceptive Software's commitment to delivering measurable ROI.

Speed Processes in HR, Payroll, Financials and Contracts Management

At any higher education institution, the business office is an information hub. Whether it’s recruiting new faculty and staff, running payroll, processing invoices or managing contracts, this office and its sub departments handle a large volume of documents. Manually processing these documents slows turnaround time and service, hampers collaboration, inhibits relationships with applicants, vendors and other third parties and limits staff productivity.

Perceptive Software ECM solutions for the business office enable your team to overcome these challenges, making it easy to manage content throughout its lifecycle in a secure electronic environment.

Tried and tested at more than 400 colleges and universities and across over 1,000 campuses worldwide, Perceptive Software ECM products, including ImageNow document management, document imaging and workflow, capture content regardless of format and tie it to business system records. Authorized users can then instantly access the information they need to do their jobs more effectively, from anywhere. They can share information in real time with electronic workflow and use data extraction, electronic forms and other advanced document management features to make the most of your institution’s data.

With Perceptive Software back office solutions, your institution can:

• Speed financial, HR and payroll processes
• Improve service to staff, faculty, students, vendors and applicants
• Enhance information sharing with other departments
• Manage the lifecycle of information to mitigate legal risks and strengthen compliance
• Use advanced reporting and security features to ensure regulatory compliance and simplify audits
• Increase staff productivity and satisfaction by eliminating manual tasks
• Minimize paper-related costs