BFMA Symposium 2003

Amgraf, Inc.

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Building a Forms PortalBuilding a Forms Portal

Ray H. Killam, CFSP, CFCAmgraf, Inc.

1501 Oak StreetKansas City, MO 64108

BFMA Symposium 2003

Amgraf, Inc.

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What is a Portal?What is a Portal?

A site featuring a suite of commonly used services, serving as a starting point and frequent gateway to the Web (Web portal) or to a niche topic (vertical portal) www.marketingterms.com

Portals provide a secure, single point of interaction with diverse information, business processes, and people, personalized to a user’s needs and responsibilities IBM Corporation

A site featuring a suite of commonly used services, serving as a starting point and frequent gateway to the Web (Web portal) or to a niche topic (vertical portal) www.marketingterms.com

Portals provide a secure, single point of interaction with diverse information, business processes, and people, personalized to a user’s needs and responsibilities IBM Corporation

BFMA Symposium 2003

Amgraf, Inc.

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Used as a marketing term to describe aWeb Site that is intended to be the first place people see when using the Web.

Used as a marketing term to describe aWeb Site that is intended to be the first place people see when using the Web.

Definition of an Internet PortalDefinition of an Internet Portal

BFMA Symposium 2003

Amgraf, Inc.

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Typically a Portal has a catalog of web sites, a directory of departments or

subjects, a search engine, and may also offer other services (news, bulletin boards, maps, etc.) to entice people to use that site

as their main point of entry to the Web.

Typically a Portal has a catalog of web sites, a directory of departments or

subjects, a search engine, and may also offer other services (news, bulletin boards, maps, etc.) to entice people to use that site

as their main point of entry to the Web.

Definition of an Internet PortalDefinition of an Internet Portal

BFMA Symposium 2003

Amgraf, Inc.

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A Vertical Portal That Provides Access To, and Information On, An Organizations

Forms

A Vertical Portal That Provides Access To, and Information On, An Organizations

Forms

What is a “Forms Portal?”What is a “Forms Portal?”

BFMA Symposium 2003

Amgraf, Inc.

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What Does A Forms Portal Do?What Does A Forms Portal Do?

Starting with a complete catalog of all the organization’s forms, it allows each user to develop customized catalogs for their individual use.

It serves as a deployment tool, enabling levels of access and control while providing Users with detailed information on forms.

Starting with a complete catalog of all the organization’s forms, it allows each user to develop customized catalogs for their individual use.

It serves as a deployment tool, enabling levels of access and control while providing Users with detailed information on forms.

BFMA Symposium 2003

Amgraf, Inc.

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Common FeaturesCommon Features

Links to form owners Personalized page for “My Forms” Links to forms-related sites Links to sites of personal interest Link to forms policy Link to Style Guide

Links to form owners Personalized page for “My Forms” Links to forms-related sites Links to sites of personal interest Link to forms policy Link to Style Guide

BFMA Symposium 2003

Amgraf, Inc.

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Additional FeaturesAdditional Features

Complete catalog, with search capability User-defined categories Edition management Thumbnail images of forms New form availability notification Launch for POD, eforms and iforms Requisition system for paper forms

Complete catalog, with search capability User-defined categories Edition management Thumbnail images of forms New form availability notification Launch for POD, eforms and iforms Requisition system for paper forms

BFMA Symposium 2003

Amgraf, Inc.

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Additional FeaturesAdditional Features

Store and recall filled forms Forms usage tracking, with reports Routing control and reporting Signing and approval process management Report on associated forms (envelopes, etc.) Record retention information

Store and recall filled forms Forms usage tracking, with reports Routing control and reporting Signing and approval process management Report on associated forms (envelopes, etc.) Record retention information

BFMA Symposium 2003

Amgraf, Inc.

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Additional featuresAdditional features

Easy administration on at least three levels• System administrator

• Forms administrator

• User A “Set-up wizard” for easy customization

Easy administration on at least three levels• System administrator

• Forms administrator

• User A “Set-up wizard” for easy customization

BFMA Symposium 2003

Amgraf, Inc.

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Forms Portal OverviewForms Portal Overview

Internet FormsPortal andWeb Site

Mainframeor OtherSystem

BFMA Symposium 2003

Amgraf, Inc.

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IssuesIssues

Portal Design Management and Maintenance Access Security Hosting Hardware Choices Software Choices Database Management

Portal Design Management and Maintenance Access Security Hosting Hardware Choices Software Choices Database Management

BFMA Symposium 2003

Amgraf, Inc.

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IssuesIssues

Selling the portal concept to management Gaining IT support Managing costs and ROI

Selling the portal concept to management Gaining IT support Managing costs and ROI

BFMA Symposium 2003

Amgraf, Inc.

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DesignDesign

Presentation format Content selections and management Colors, fonts and graphics choices Search engine Customizable sections

Presentation format Content selections and management Colors, fonts and graphics choices Search engine Customizable sections

BFMA Symposium 2003

Amgraf, Inc.

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Design and Organize Your Web SiteDesign and Organize Your Web Site

Home Page Categories and Classifications of Forms Log-In Page Page to Search for Forms Other Features

• Related Links

• News

• Calendar

Home Page Categories and Classifications of Forms Log-In Page Page to Search for Forms Other Features

• Related Links

• News

• Calendar

BFMA Symposium 2003

Amgraf, Inc.

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(Adobe GoLive Recommended)(Adobe GoLive Recommended) (Adobe GoLive Recommended)(Adobe GoLive Recommended)

Choose an Web Page Authoring ToolChoose an Web Page Authoring Tool

BFMA Symposium 2003

Amgraf, Inc.

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(OneForm Designer Plus Recommended)(OneForm Designer Plus Recommended) (OneForm Designer Plus Recommended)(OneForm Designer Plus Recommended)

Choose an Forms ToolChoose an Forms Tool

BFMA Symposium 2003

Amgraf, Inc.

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Building the Forms PortalBuilding the Forms Portal

System Set-Up Creating Web Pages Creating the Forms Catalog

• Data requirements

• Data maintenance

• Form images

• Form owners

System Set-Up Creating Web Pages Creating the Forms Catalog

• Data requirements

• Data maintenance

• Form images

• Form owners

BFMA Symposium 2003

Amgraf, Inc.

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Building the Forms PortalBuilding the Forms Portal

Creating and Testing Databases• Forms data

• User data

• User choices

• Queries and reports Testing the Web Site

Creating and Testing Databases• Forms data

• User data

• User choices

• Queries and reports Testing the Web Site

BFMA Symposium 2003

Amgraf, Inc.

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Create Internet FormsCreate Internet Forms

Draw New Forms with OneForm Designer Plus

Import PDF Files for Existing Forms Overlay Form Images with Fill Fields Generate HTML and CGI Scripts Create Forms Databases on Server

Draw New Forms with OneForm Designer Plus

Import PDF Files for Existing Forms Overlay Form Images with Fill Fields Generate HTML and CGI Scripts Create Forms Databases on Server

BFMA Symposium 2003

Amgraf, Inc.

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Create Web PagesCreate Web Pages

Make the Home Page and the Interior Make the Home Page and the Interior Pages for Each Area of InterestPages for Each Area of Interest

Add Links for Login Screens andForms

Make the Home Page and the Interior Make the Home Page and the Interior Pages for Each Area of InterestPages for Each Area of Interest

Add Links for Login Screens andForms

BFMA Symposium 2003

Amgraf, Inc.

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Test Forms PortalTest Forms Portal

Test the Web Site Pages and the Test the Web Site Pages and the Links to FormsLinks to Forms

Check that the Databases are Check that the Databases are Storing Fill DataStoring Fill Data

Check that E-Mail Confirmation is Check that E-Mail Confirmation is workingworking

Test the Web Site Pages and the Test the Web Site Pages and the Links to FormsLinks to Forms

Check that the Databases are Check that the Databases are Storing Fill DataStoring Fill Data

Check that E-Mail Confirmation is Check that E-Mail Confirmation is workingworking

BFMA Symposium 2003

Amgraf, Inc.

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Managing the Forms PortalManaging the Forms Portal

Insuring Data Security Controlling User Access Forms Version Control Procedures Monitoring Usage

Insuring Data Security Controlling User Access Forms Version Control Procedures Monitoring Usage

BFMA Symposium 2003

Amgraf, Inc.

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Management and Legal IssuesManagement and Legal Issues

Controlling Access to Forms Maintaining Forms Version

Control (Editions) Monitoring Usage

Controlling Access to Forms Maintaining Forms Version

Control (Editions) Monitoring Usage

BFMA Symposium 2003

Amgraf, Inc.

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Controlling Access to FormsControlling Access to Forms

Database of User Profiles and Privileges Classification of Forms Login/Password Authorization Use of Session “Cookies” Store Date/Time and IP Address at Login Hidden Fields on Search Panels Hidden Fields on Forms Fill-Field Security for Signing and Viewing

Database of User Profiles and Privileges Classification of Forms Login/Password Authorization Use of Session “Cookies” Store Date/Time and IP Address at Login Hidden Fields on Search Panels Hidden Fields on Forms Fill-Field Security for Signing and Viewing

BFMA Symposium 2003

Amgraf, Inc.

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Forms Version Control IssuesForms Version Control Issues

Every Form Version must be Retained Saved Fill Data should be Linked to the

Form Version Actually Used Must be able to Redisplay Old Form Versions Should Provide Non-Refutable Method to

Prove Transaction Should Allow New Form Versions to be

Used with Notification

Every Form Version must be Retained Saved Fill Data should be Linked to the

Form Version Actually Used Must be able to Redisplay Old Form Versions Should Provide Non-Refutable Method to

Prove Transaction Should Allow New Form Versions to be

Used with Notification

BFMA Symposium 2003

Amgraf, Inc.

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Monitoring Usage of FormsMonitoring Usage of Forms

E-mail Confirmations to all Interested Parties

Automatic Periodic Transfer of Fill Data Reporting from Forms Databases Web Site Management Reports

E-mail Confirmations to all Interested Parties

Automatic Periodic Transfer of Fill Data Reporting from Forms Databases Web Site Management Reports

BFMA Symposium 2003

Amgraf, Inc.

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SecuritySecurity

Maintaining login database Intranet versus Internet Maintaining access authorizations Secure servers Digital signatures

Maintaining login database Intranet versus Internet Maintaining access authorizations Secure servers Digital signatures

BFMA Symposium 2003

Amgraf, Inc.

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Gaining Management SupportGaining Management Support

Know your current forms situation – is Portal realistic?

Compare and contrast current to proposed Be realistic on costs Relate to Marketing benefits – how does it help

customers? Don’t oversell – Use stages for proof of concept

Know your current forms situation – is Portal realistic?

Compare and contrast current to proposed Be realistic on costs Relate to Marketing benefits – how does it help

customers? Don’t oversell – Use stages for proof of concept

BFMA Symposium 2003

Amgraf, Inc.

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Gaining IT SupportGaining IT Support

You cannot do it alone Be knowledgeable on issues Develop a well-defined plan Be realistic on support requirements Develop a complete cost-benefit statement Resolve budget issues in advance

You cannot do it alone Be knowledgeable on issues Develop a well-defined plan Be realistic on support requirements Develop a complete cost-benefit statement Resolve budget issues in advance

BFMA Symposium 2003

Amgraf, Inc.

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Choose Hardware, Software,Choose Hardware, Software,Database Management System, and Database Management System, and

Internet Connection ServiceInternet Connection Service

Choose Hardware, Software,Choose Hardware, Software,Database Management System, and Database Management System, and

Internet Connection ServiceInternet Connection Service

Configure a Web ServerConfigure a Web Server

BFMA Symposium 2003

Amgraf, Inc.

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Physical Installation ChoicesPhysical Installation Choices

Self Hosting• Employ In-House Expertise

• Acquire Server Hardware/Software

• Obtain High Speed Connection

• Maintain Environment 24/7 Co-Locate System at ISP

• Contract for System, Services, and Expertise

Self Hosting• Employ In-House Expertise

• Acquire Server Hardware/Software

• Obtain High Speed Connection

• Maintain Environment 24/7 Co-Locate System at ISP

• Contract for System, Services, and Expertise

BFMA Symposium 2003

Amgraf, Inc.

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Technology Platform ChoicesTechnology Platform Choices UNIX

• Sun Solaris• Linux• FreeBSD

Windows 2000 Web Server Software

• Apache• Microsoft IIS• iPlanet (Sun + Netscape)• NCSA

UNIX• Sun Solaris• Linux• FreeBSD

Windows 2000 Web Server Software

• Apache• Microsoft IIS• iPlanet (Sun + Netscape)• NCSA

BFMA Symposium 2003

Amgraf, Inc.

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Web Site Server SoftwareWeb Site Server Software

1995 1996 1997 1998 1999 2000 2001 20020%

35%

70%

Apache Microsoft iPlanet NCSA Other

Source: Netcraft.com

BFMA Symposium 2003

Amgraf, Inc.

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Relational Database Systems (RDBS)Relational Database Systems (RDBS)

Oracle (UNIX and Windows) Microsoft SQL Server (Windows) IBM DB2 (UNIX and Windows) MySQL (UNIX and Windows) Other

• Informix (Now an IBM Company)

• Sybase

Oracle (UNIX and Windows) Microsoft SQL Server (Windows) IBM DB2 (UNIX and Windows) MySQL (UNIX and Windows) Other

• Informix (Now an IBM Company)

• Sybase

BFMA Symposium 2003

Amgraf, Inc.

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RDBS Market ShareRDBS Market Share

0

5

10

15

20

25

30

35

Year 2000

Oracle

IBM

Microsoft

Other

Source: Gartner, Inc., May 2001

BFMA Symposium 2003

Amgraf, Inc.

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Best Price/Performance Configuration*Best Price/Performance Configuration*

Standard Intel Pentium PC Hardware FreeBSD UNIX (Open Source) Apache Web Server Software (Open

Source) MySQL Database (Open Source) Co-Located at ISP with T1 Connection

Standard Intel Pentium PC Hardware FreeBSD UNIX (Open Source) Apache Web Server Software (Open

Source) MySQL Database (Open Source) Co-Located at ISP with T1 Connection

* Based on Open Source Software

BFMA Symposium 2003

Amgraf, Inc.

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$5,000* $5,000*

Typical Pricing for Web Server Typical Pricing for Web Server Hardware/Software/InstallationHardware/Software/Installation

$300 / Month$300 / Month

Typical Pricing – Co-Location ServiceTypical Pricing – Co-Location Service

* Based on Open Source Software

BFMA Symposium 2003

Amgraf, Inc.

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$25,000* $25,000*

Typical Pricing for Forms Portal Typical Pricing for Forms Portal Design/DevelopmentDesign/Development

Varies with Complexity, Numbers of I-Forms,Login Users, and Databases.

*

BFMA Symposium 2003

Amgraf, Inc.

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Forms Cost JustificationForms Cost Justification

Saves Money• Captures Keystrokes 24/7• Real-Time Data Validation• Potential for Faster Transactions• Paper-Optional Forms on Demand

Makes Money• Customer Convenience and Preference• Opportunity to Upsell and Sell

Additional Products/Services

Saves Money• Captures Keystrokes 24/7• Real-Time Data Validation• Potential for Faster Transactions• Paper-Optional Forms on Demand

Makes Money• Customer Convenience and Preference• Opportunity to Upsell and Sell

Additional Products/Services

BFMA Symposium 2003

Amgraf, Inc.

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SystemDemonstration

SystemDemonstration

Forms Hosting SystemForms Hosting System

BFMA Symposium 2003

Amgraf, Inc.

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AMGRAF, INC.1501 OAK STREETKANSAS CITY, MO 64108(816) 474-4797http://www.amgraf.com

AMGRAF, INC.1501 OAK STREETKANSAS CITY, MO 64108(816) 474-4797http://www.amgraf.com