RPI’s Yoga SMS™ Provides Mobile Workflow Approvals

Invoice approvals in Perceptive Content (formerly ImageNow), OnBase, or Kofax got you down? Take a look at RPI’s latest innovation, Yoga SMS™, and learn how you can take advantage of approvals from your mobile device.

Transcript

John Marney:
Hello, and thank you for joining RPI Consultant’s Summer Webinar Series. We’re going to be discussing Yoga SMS, document approvals for your mobile device. I’m John [Marney 00:00:17] and this is Alex Lindsey who will be helping me present today.

First, a little bit about RPI. Many of you may know this already, but for those of you who don’t, we’ve been working with the Perceptive products for around 16 years now. We’ve also been working with Kofax products for a long time. In the last year, we’ve really gotten ourselves familiar with the Hyland products, as well. For this organization, very familiar with the full suite of products.

We have around 20 team members, and growing, on the Perceptive practice. We’re based here in Kansas City. The remainder of our company, around 70 consultants, focuses on the Infor Lawson products. Our headquarters are in Baltimore, we also have an office out of Tampa.

Alex Lindsey:
In a lot the work that we do, again, like John said, is around the Perceptive products, but we do this for the Kofax, as well as for the Hyland pieces as well, so eForm development, iScript development. No matter how big or small, we’ve pretty much tackled everything at this point. Workflow designs, and redesigns, which I personally like to do quite a bit. So if you have an old solution that you implemented, let’s say, in 2008, for instance, and you want to reexamine that, we can do that. Upgrades, health checks, if you want to take a look under the hood, just see … Get some outside perspective of how your solution’s working. Security audits, migrations, and we also have expertise within clinical and HL7.

John Marney:
Fantastic. So first, Alex, what is Yoga?

Alex Lindsey:
That’s a great question, John. Yoga is an HTML5 front-end built by RPI. We’ve actually built this ourselves. It’s primarily for use within Perceptive Content, so it basically sits on top of Perceptive Content. It allows you to do a lot of things with your existing solution, but through an HTML5 browser. This means your tablets, your smart phones, things like that.

Some of the benefits, there’s no Java, so everyone that loves WebNow, sorry. There’s no Silverlight. Just a modern browser. Yoga Studio is also a mode.js application server.

John Marney:
Right. That’s the back-end for the Yoga front-end.

Alex Lindsey:
It also connects the Perceptive via integration server calls.

John Marney:
Right. And so what is Yoga SMS? Well, it is not Yoga, they are separate products. Yoga SMS is a web service for mobile document processing. What that means is, this is something that will integrate directly into your Workflow to send a text message and a document image to a verified phone number, so that you can get your document images and approvals, is really what we’re talking about, out to users away from a computer.

This easily integrates with your existing Workflow, so this is really a layer that sits on top of what you have right now. And really, in our design considerations, this is perfect for invoices in Accounts Payable. That’s what we’re gonna be demonstrating to day. That was really the main driver behind why we built this.

Reasons to use Yoga SMS. Number one, if you have workers in the field who need access to documents quickly, we’ve worked with a client recently who had a lot of field locations, and they had workers out visiting their customer sites. If they … if we needed to reach them to get them to review documents or approve them, this is perfect for that application.

Additionally, executive approvers who are always on the go, if your CEO or CFO is always clamoring for streamlined mobile approvals, which we hear a lot, this is perfect for them as well.

Additionally, this allows for maximum device flexibility. What I mean by that is, you never know how a certain piece of software’s gonna run on any given computer, or tablet, or phone. For this, if the device can receive an MMS and an SMS, then it’ll work. Any cell phone that can … [inaudible 00:04:04] smart phone. If you’re using a flip-phone, you’re out of luck … that can view these images, can do this and it’ll work the same way for everyone.

Additionally, this will allow for improved Workflow turn-time. It’s a lot easier for people to ignore email and they’re in-the-shop Workflow, than it is to ignore that little notification icon on your iPhone. I think this can drive more productivity among your users.

Alex Lindsey:
So what are some of the requirements around using Yoga SMS? Primarily, we’ve developed this around Perceptive Content 7.1.5. That was the go-ahead version. It may work in older versions, and it’ll probably work in 7.2 as well, again, just testing it out.

John Marney:
It’ll definitely work in 7.2, and it more than likely will work in anything over 7.0. That’s just not what we developed it on. The main driver there is it uses certain integration server calls, which may not be supported in older versions. Again, we can definitely … We can even make it not use integration server at all, if need be.

Alex Lindsey:
Yeah. It’s also platform agnostic, so you can technically put this on top of a Kofax Workflow, or a Hyland, something like that, to basically work into your solution. So it’s not just for this. It’s flexible enough to do quite a few other things.

John Marney:
That’s right. It requires an integration server license with transaction pack. Most anybody will have that who has installed Perceptive Content in that last five years. If you’re not sure, we can always hop into a call with you to quickly find out.

And all it takes to deploy this is one small executable that we developed to facilitate that web service call, and a few minor changes to your existing Workflow scripts. Of course, if you don’t have an approvals Workflow and you’d like to start one, we can help you with that, too.

Okay, a few features. This product, Yoga SMS, can be used with all types of approvals. Many of