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Tim Butler Managing Director, Infolinx January 16, 2018 Infolinx Physical Records Management Final Presentation Broward County

Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

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Page 1: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

Tim ButlerManaging Director, InfolinxJanuary 16, 2018

Infolinx Physical Records Management

Final Presentation

Broward County

Page 2: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

TechnologyCloud or On-Premises

Flexible security model

API & Web Services

Sync PeopleSoft data

Thin-client, browser-based

Why Infolinx?

FunctionalityOut-of-the box solution

Advanced retention

Email notifications

User-level reports

Meets all function requirements

Experience30 years industry experience

Experienced project management

DoD 5015.2 Certified

Used by state and local governments nation-wide

Support8 AM – 8 PM help desk

Cayzu: online support portal

How-to videos

Training experience

Available technical & help documentation

Page 3: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

Flexible, role-based security

SSO/forms authentication

Web services

Workflow email notifications

Core feature set included out-of-the box

Seamless integrations

Advanced retention & disposition support

Extensive reporting capabilities

Bulk update functionality

Create color & barcode labels

On-site and remote training

Responsive, best-in-class technical support staff

Track & submit support tickets online

Technology Functionality Experience Support

Local, state, and federal government experience

Records Management best practices

24/7 access to online FAQ

Access to resources, documentation, and tutorials

Compliance – DoD 5015.2, Sarbanes-Oxley, HIPAA

Expert project management throughout implementation

Long-time participant & sponsor of ARMA events

What We Deliver

Page 4: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

Security-Minded Solution

User Authentication

• Application can be accessed via either forms or Single-Sign-On (SSO) authentication

• Security roles, credentials, and associated privileges are managed within the Infolinx application

• Supports standard password complexity rules including password length, characters required, lifespan, and number of failures until lockout.

Data & Application Function Security

• Restrict views at the table, row, or field level, as well as any function in the application. Table level security prevents access to certain screens.

• Row level security shows records specific to a user, such as a department or hides deleted boxes or users

• Field level security hides individual data fields, such as the Schedule Destruction Date for boxes or files

Cloud Platform Security

• Get security features of Infolinx combined with the security resources provided by Microsoft Azure

• Azure has completed SOC 1 & 2 security audits

• Encrypted communications with built-in SSL certificate/ https using TLS security

Cloud Data Security

• Data is secured in transit with SSL certificate and encrypted with TDE at rest

• Data protected via automated backup system, point-in-time restore within 14 days

• Automatic security patching and built-in anti-virus & anti-malware protection

Role-based security model supporting forms or SSO like that found in Windows Active Directory or Active Directory Federated Services

Page 5: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

350,000Boxes

Texas State Library and Archives Commission

200,000Boxes

Federal Reserve Bank

450,000 Boxes2.2M Files

Missouri State Archives

2.3M Health Records

King County Washington

Customer since 2015

Customer since 2016

Customer since 2008

Customer since 2005

Current Infolinx Applications

Page 6: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

Tammi PusheckRecords Management

Supervisor

…wanted to pass along my appreciation from your team and the support they have given us during this migration time. They have been great to work with on all levels!

Lori KressinElectronic Records Analyst

Infolinx worked with us to develop a much more robust system than we had imagined…Our users are excited about the capabilities of our new system.

Susan NorringtonManager, Strategic Initiatives –

Capital Regional District

We chose Infolinx because the interface was intuitive and designed with the end-user in mind…true thin-client architecture and role-based security features.

Stacie BarclayManager of Records,

Information and Privacy

The customer service has been above and beyond what I anticipated which lends itself to the success we have realized so far.

What Our Customers Say

Page 7: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

The following are both references and current state and local government clients of Infolinx

References

Page 8: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

Michael SheaRecords Center Manager Texas State Library and Archives Commission

“Infolinx has been one of the best vendor experiences I’ve had in my 15 years at this agency.

The system they tailored for our needs has more than met our needs. The turnaround time on code issues or repairs is incredibly quick, as they seem as invested in the success of our system as much as we are.

Really an excellent vendor.”

“…Because we were consolidating 6 different systems and databases into a single system, the data migration required a good deal of massaging in order to meet our new requirements.

This wasn’t just a new system installation. Installing Infolinx allowed us to do significant process improvements and data cleansing across multiple departments.”

Jane Williamson IT ManagerLibrary of Virginia

Vendor Comments

Page 9: Physical Records Management Software System · Flexible security model. API & Web Services. Sync PeopleSoft data. Thin-client, browser -based. Why Infolinx? Functionality. Out-of-the

We appreciate the opportunity to present our software solution for the Broward County Records Management team – thank you for considering us.

Thank you.