FortisBlue
Enterprise Content Management
The Westbrook FortisBlue and Fortis enterprise content management product suite captures and
manages information from multiple sources, integrates with other business software and automates
business processes that are document intensive and compliance-centric. By deploying FortisBlue and
Fortis content management software, your organization has instant access to information, maximizes
use of existing resources, and achieves a quick return on investment. FortisBlue is flexible, Web-based
and offers mobile access. Fortis is client/server based and may better meet certain requirements such as
high-volume scanning.
About FortisBlue
FortisBlue replaces paper files with a searchable, electronic format. The software is just what you need
to clear your desk of clutter and find information fast. Dynamic workflow easily automates complex
processes and adapts as needs change. You’ll get more value from other technology investments, like
Ricoh® multifunction devices, Microsoft® SharePoint® and your business applications. Because
FortisBlue is accessible from the Web, but looks and feels like a desktop application, users are able to
get up and running with a short learning curve. FortisBlue is accessible from mobile devices.
FortisBlue provides:
 Support for an unlimited number of users and quick processing of large volumes of content.
 Access via mobile devices to work anywhere, anytime.
 Powerful search to save complex searches, search on-the-fly or use full-text search.
 Integration with Microsoft® Office, email, ERP and line-of-business software.
 A SharePoint Connector to view, copy, and move documents in both FortisBlue and SharePoint.
 Creation, deployment and archiving of electronic business forms.
 Connectors for Ricoh® MFPs , eCopy ShareScan, NSI AutoStore, and PlanetPress variable printing
software.
 Support for records management and compliance initiatives.
Benefits
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Quickly make more informed decisions and improve collaboration.
Reduce operating expenses by eliminating faxing or mailing paper copies.
Reduce filing and data entry to redeploy staff to more value-added activities.
Makes information immediately accessible to everyone involved in a workflow process to
eliminate bottlenecks.
Enforce retention schedules to support records management and compliance.
Integrate with other business software without programming.
Eliminate paper forms and the associated data entry.
Reduce use of paper for “go green” initiatives.
Major Applications
Capture, Managing, Archiving and Retention: Captures paper documents, e-documents, data, photos,
audio and video files. Works from any point of capture integrating with your existing scanners, copiers
and multifunction devices and software platforms without custom programming. Documents are
searchable and easily retrieved and can be purged according to regulatory requirements.
Workflow: Automates and streamlines document-intensive processes. Point-and-click workflow
designer allows for simple configuration. Dramatically reduce operating costs by eliminating faxing or
mailing paper copies, automating escalation and out-of-office delegation, and shortening cycle times.
Secure Repository: A central repository allows documents to be securely accessed and shared by
authorized users from their workstations or from mobile devices. Automatic versioning tracks changes,
when they were made and who made them. An audit log tracks activity on documents and system
configuration.
Electronic Forms: Create, deploy and archive electronic business forms. Eliminate paper form filing and
data entry, and retrieving completed forms instantly. Share data with line-of-business software for
added productivity.
Compliance: With a minimum of administrative overhead, your organization can automate workflow in
compliance-centric processes, reduce the need for storage space, and track document archiving,
retention and purging. Better meet the requirements of a wide range of regulatory environments from
Sarbanes-Oxley to EEOC, OSHA and HIPAA by implementing a document management solution.
Disaster Recovery: Optional module combines continuous real-time back-up, automatic failover
capabilities, high availability and centralized backup. FortisBlue Disaster Recovery guarantees business
continuity by restoring access to data in minutes to maintain a seamless working environment.
Using FortisBlue
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Import: Use an import wizard, pull information from a network folder, save documents to a
virtual hard drive from your desktop
Index: OCR template, barcodes, point and shoot, bulk indexing, connectors to advanced capture
technology
Search: Use ‘find’ command, save complex searches, full-text search
Track: Version control and Check-in/Check-out
Manage: link related documents, audit trail, encryption/decryption, automated purging
Secure: Secure Sockets Layer (SSL) for Web transmission and a built-in encrypter/decrypter for
individual files
Options:
Workflow: Replaces manual processes with dynamic automated workflow
Electronic business forms: Create, deploy and manage e-forms, eliminate filing and data entry
FortisBlue ImageIt: Connects with core business applications so users can access supporting documents
Database Lookup and Update: Pull index data from databases including Access, SQL and Oracle
FortisBlue PlanetPress Connector: Additional method for bulk import, indexing, sharing data and
generating multiple formats
FortisBlue SharePoint Connector: Search, view and share documents. Move and copy documents from
one repository to another.