Executive Summary Corporate Experience Perceptive


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Executive Summary Tricension is a business process improvement and custom software development consulting firm. Tricension’s founders are accomplished business and technology executives with business backgrounds in healthcare and financial services. We work with business leaders, senior and middle management to eliminate technology obstacles and realize business opportunities.

Business Capabilities    

Business and Technology Leadership Business Process Analysis and Improvement Business and Technical Solutions Architecture Solution Engagement Management

Corporate Experience The founders of Tricension have over 50 years of combined experience in solutions design and development experience in large enterprises in Healthcare, Financial Services, Insurance, Government, Manufacturing and others. Since founding Tricension in early 2008, the team has delivered over 80 software design and development solutions. Our solutions team executes the full software development lifecycle professional services. Specifically, our solutions engagements involve; starting with an understanding of the business drivers and objectives for the initiative, then working with the subject matter experts and process owners to iteratively develop project requirements, execute the software development iterations with feedback cycles, execute Quality Assurance Iterations / User Acceptance Testing, conduct end to end testing, complete data conversions, implement in production and offer production support.

Perceptive Partnership Tricension has an ongoing strategic relationship with Perceptive Software, also headquartered in Kansas City. Through this partnership, we have established trusted relationships with key members of the Perceptive organization, including some of the top executives in the firm. This relationship allows us to be plugged into the latest happenings in-and-around the organization and provides the ability for us pass along valuable client feedback to their team. In addition to ImageNow solution design and engineering, Tricension has directly contributed to product software produced by Perceptive. Perceptive has called upon us in the development of their ImageNow HTML5 client as well as their Eclipse Forms Plug-in. Tricension also designed and developed the .NETbased ImageNow SDK to allow users to develop their own integrated solutions.

Tricension

RFP #CP13DF0101 Response

Technical Capabilities 

Perceptive Solutions o Process Engineering, ECM Solution Design, Solution Implementation o Outsourced software development – integrations and mobile o Perceptive Software Partner Network – product development



Certified Nintex Partner o SharePoint-based Business Process Management / Workflow automation



KnowledgeLake Partner o Enterprise Content Management / document capture



Certified Microsoft Partner in 10 Core Competencies including: o Enterprise Content Management, Portals and Collaboration, Search o Business Intelligence o Customer Relationship Management o Custom Application Development (web or desktop-based) using .NET Framework o Web Services



Other o o o o o



Solutions Team These resources represent those we feel are most relevant to the RFP, however we do not anticipate all being required. They are placed here to make you aware of our available resource in the event requirements change over time.

Capabilities Agile SDLC methodology, waterfall SDLC if required by the situation SDLC methodology practices supported by Microsoft Team Foundation Server Business value chain approach to solutions, supported by best fit technology System Integrations Mobile solutions

Resources highlighted in blue are Perceptive Certified. Those highlighted in orange although not formally certified, have extensive low-level experience with ImageNow and specifically MessageAgent and IntegrationServer. o o o o o o

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Enterprise Business Architect Enterprise Architect Project Engagement Executive / PMM / PM / Sr. BA Perceptive Solutions Designers Perceptive Solution Engineer Perceptive Developer

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Specific Examples of Perceptive Solutions Work o

Perceptive Software Corporate Complete SDLC from concept to production. Requirements, Design, Development, QA, Deployment and support of systems integration to OEM solutions, and a HTML5 thin client. Tricension also designed and developed the .NET-based software development kit (SDK) for Perceptive Software ImageNow products. (3,800 clients).

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Perceptive Software Solutions Requirements, Design, Development, QA, Deployment, and support for… o Adams Columbia Electric o Atlas Roofing o Burroghs & Chapin o Northeast Electric o Northeast Georgia Health System o Redwood Empire o Royal Neighbors o South Central Indiana REMC o Sunflower Electric o OmniSys (OEM Client utilized Tricension developed SDK) o BrightTree (OEM Client utilized Tricension developed SDK)

Notable Tricension Clients and Projects o

Cobalt-Astra (Blue Cross Blue Shield KC) Full SDLC, SaaS Human Resources system, (~1,800 hours)

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Advent Financial Services Back office systems, data management, BI, systems integration to Financial Institutions (~3,000 hours)

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QuikEyes Full SDLC of Eyecare practice management and Electronic Medical Record (EMR) ~(5,000 hours)

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SMB Medical Billing Full SDLC Podiatry practice management, Electronic Medical Record (EMR) and medical billing systems. (~4,000 hours)

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Life Strategies Analytics eCommerce platform for subscribers of financial services model portfolio information, content management (~ 500 hours)

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Kansas City Power and Light Customer Relationship Management and workflow automation for the Smart Grid project. CRM / xRM, data management, BI, hosting (~500 hours)

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Mariner Holding / Tortoise Capital Advisors SharePoint Architecture, Install, & Implementation (~ 300 hours)

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C3 Capital Holding Dynamics CRM implementation & hosting (~100 hours)

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HMC / CAH Content management / SharePoint systems architecture (~200 hours)

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SpringBank – SaveUSA Web-based account opening application (~150 hours)

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Pension Consultants Inc. Data Management, BI, Dynamics CRM / xRM and back office systems, custom application solutions (~2,500 hours)

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Boulevard Brewery Data management and business intelligence (~100 hours)

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ATRO Bushing ERP integration, data management, BI and analytics (~700 hours)

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Make the Difference Network SDLC, Social Networking for philanthropy (~2,000 hours)

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Wellington Promotions eCommerce platform for Wellington Promotions clients, (Mazda North America, Ford, Lambert Kay, and St. Michaels the Archangel). SharePoint based collaboration platform for event management (~900 hours)

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Government Employees Health Association Content Management and Collaboration, SharePoint (~250 hours)

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MMI Promotions Process improvement, systems integration, custom application development, data management and BI (~800 hours)

Product Description Summary Tricension’s approach to the RFP is to provide dedicated Perceptive Solutions Design and Engineering resource(s) to augment the University’s existing staff in support of this RFP. From what is described, it does not appear that more than one resource would be required, but Tricension would make others available if required. Tricension typically will send resources on-site during the initial phases of the project to ensure proper relationships are created and requirements are fully understood. Once direct work against the RFP

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begins, Tricension will operate either on-site or remote depending on what works best for the University and its staff. Tricension will follow standard design processes as established by Perceptive to ensure proper solution delivery.

Delivery Schedule Upon Notification of success with the RFP, Tricension would have a dedicated resource in as few as two weeks and not to exceed 4 weeks. Tricesion’s Solutions team is generally available for short term assignments within two weeks and can engage in larger statement of work projects within a two to four week timeframe.

Note: Delivery Schedule does not reference the do not include the time for the actual file load into ImageNow. Load testing on available system resources are required to properly determine document load time.

Rate Schedule Tricension’s standard rate card by role is as follows: o o o o

Project Engagement Executive / PMM / PM / Sr. BA - $150/hr. Perceptive Solutions Designer - $175/hr. Perceptive Solution Engineer - $150/hr. Perceptive Developer - $175/hr. Page 5

Tricension

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Level of Effort Estimates Loading 11 files of electronic documents into existing drawers     

8 hours – Review index files and existing scripts 8 hours – Adjust script 24 hours – Dry run script, load test files in test environment *Time for file load into production is dependent on speed of UMASS hardware and can be estimated after the load tests **UMASS will be responsible for backing up test and production environments before testing and file loading

Design and Implement ImageNow solution for Financial Aid documents   

32 hours – requirements gathering and solution design 32 hours – solution implementation 32 hours – index and script analysis, file testing and loading

Load additional files – Boston Campus     

4 hours – Review index files and existing scripts 4 hours – Adjust script 12 hours – Dry run script, load test files in test environment *Time for file load into production is dependent on speed of UMASS hardware and can be estimated after the load tests **UMASS will be responsible for backing up test and production environments before testing and file loading

Load additional files – Lowell Campus     

4 hours – Review index files and existing scripts 4 hours – Adjust script 12 hours – Dry run script, load test files in test environment *Time for file load into production is dependent on speed of UMASS hardware and can be estimated after the load tests **UMASS will be responsible for backing up test and production environments before testing and file loading

Total Estimated effort for the scope is ~ 244 hours. Overall project estimate is ~ $ 36,800.

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References Sasha Ohler Manager - Developer Network and WW Technology Partner Management Perceptive Software (Lexmark) DEVELOPED MOBILE CLIENT, DEVELOPED ECLIPSE PLATFORM INTEGRATION, DEVELOPED OEM INTEGRATION WITH BRIGHTTREE, DEVELOPMENT PARTNER & PROFESSIONAL SERVICES PARTNER 913.667.3168 (o) 913.634.3770 (m) [email protected]

Matt Lowenstein O.D. Owner QuikEyes MEANINGFUL USE CERTIFIED AMBULATORY ERH FOR EYECARE – 80 PRACTICES - WWW.QUIKEYES.COM, HTTPS://ONLINE.QUIKEYES.COM (913) 244-1262 M (913) 397-9111 W [email protected]

Erik Tyler VP Operation Tortoise Capital Advisors ENTERPRISE CONTENT MANAGEMENT ARCHITECTURE / STRATEGY / DESIGN SHAREPOINT / NINTEX / KNOWLEDGELAKE SALESFORCE.COM INTEGRATION (913) 981-1020 [email protected]

John Crownhart Co-Owner Control Services Corporations

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ENTERPRISE CONTENT MANAGEMENT / CRM / STRATEGY / DESIGN / DEPLOYMENT [email protected] More references available upon request

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