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Company

• About this Website
About this Website
First off, we would like you for your time to show you this Live, High Fidelity Portal for Oxcyon . Oxcyon is pleased to be able to PROVE it's capabilities, where the other vendors will only talk about it. This portal HARMONIZES all of your information into a singular DIGITAL EXPERIENCE PLATFORM.

Most clients like to explore on their own, to validate what we have shown you is real. You are free to log in, try it out, and inspect any of the modules we have set up for you. You may want to print out this page (upper right icon), which also proves that each page is printer friendly. Working from this page, you can give yourself a guided tour of the portal, including usernames/passwords, where necessary, to explore simulated user and administrative access.

Step One: Print this page out to help guide you through these steps

Step Two: Click here for Oxcyon 's PUBLIC SITE

Step Three: Poke around, do a search, try out some of the modules. Some items of interest might be:
- 1.) From Navigation- (Top Right) Site Map/Centralpoint Wheel View - This is wheel we showed you during the demo
- 2.) From Navigation- (Under Modules) , Select Generic A- search all records, and select EXAMPLE RECORD. This record is tagged to cross reference other records.
- 3.) Shrink the site down in your browser (from left to right) so you can see the CSS & Design is Mobile Friendly & Responsive (everything shrinks down)
- 4.) From Navigation- Examples/Form Convert to PDF- Fill out the form and then download the link it creates when done!
- 5.) From Navigation- Site Map- Just to see how clean all the content is organized
- 6.) Note all of the Query string (or URLs of these pages), they are clean. Search portals like these.
- 7.) From Navigation – Modules/Photo Galleries and Video Galleries (shows use of JQuery)
- 8.) From Navigation- Examples/Accordion Pages- Intelligent use of real estate
- 9.) From Navigation- Examples/Timeline – Just another cool example of JQuery
- 10.) Search the main site for ‘Pizza’, 'Product A', or 'Heart' (Example of targeted Search Results). These are managed in Advertising
Step Four: Click to Login as a Member or Authorized User of Oxcyon
When it asks you for username and password, use (lowercase): Username: john Password is: john12
- 1.) This is to simulate one of your authorized users logging in (a user experience), it can be easily modified.
- 2.) From Navigation select Dashboard – Illustrates how easy it is for your users to manage or approve content
- 3.) From Navigation- Dashboard/Gamification Leaderboard – Track all user activity and give incentives
- 4.) From Navigation- select Education- search- select Sample Test- Take it, and then View Results!
- 5.) From Navigation- Modules/Policies- To see how your documents can be managed in nice collections
- 6.) In TOP RIGHT Corner of site- Click Log Out (near search) when done.
- 7.) If you wanted to log in as a different user, log in again using 'board' 'board12', to demonstrate different user roles, getting served different informaiton
Step Five: Access Oxcyon 's Client Console/Admin tools here
When it asks you for the Administrative username & password, use (lowercase): Username: sample, Password: viewit13
- 1.) This is Centralpoint’s back end Administrative tools
- 2.) Select (from left) Site Architecture- This is where the Audiences, Site Wizard and Navigation live
- 3.) Select (from left) Admin/GLOBAL LOGIN- This is how we connect to your network security by role
- 4.) Select (from left) Content- Here you see a lot of containers or ‘modules’ for your records (News, Events etc.)
- 5.) Select (from left) Broadcasts- and open a record- Once you do select the tab for Message- to manage emails
- 6.) Select (from left) Data Transform- This is where our ‘vacuum cleaner’ data import/export tool is, very cool
- 7.) Select (from left) Education- Here is where the tests, instructors, and certificates are managed.
- 8.) Select (from left) Design/Data Sources- then select (on right) any Preview link- These are live reports
- 9.) Select (from left) Forms- This is where we manage all E- forms, workflow, and reporting.
- 10.) Select (from left) Workflow- This is where we would set up custom workflows (for forms)
- 11.) Select (from left) Design/Styles- Select the one for the Main Site- look at the tabs, they all serve the CSS
- 12.) Select (from left) Gamification- This is where you manage the game mechanics (incentives) for users
- 13.) Select (from left) DITA- This is an advanced suite of tools for intelligent (drag-n-drop)document management
- 14.) Select (from left) Development- Here you can back up databases, and do maintenance utilities.
- 15.) Select (from left) Admin/URL Redirect to Audiences- Where we manage the traffic for microsites.
- 16.) Select (from left) Site Architecture/Site Wizard- Where you can launch new ‘children’ or grandchildren sites.
- 17.) Select (from left) Advertising and select the DEMO Example record for ‘Pizza’- to see your search earlier.
- 18.) Select (from left) Development, and then click on Web API. This is our support of RESTful web services to integration (to and from any application you have)!
- 19.) When done, please Logout (Very bottom left of toolbar on left) - This will return you to the public facing view.
We hope this was helpful, and want to stress that no other vendor in this market can provide the same functionality ‘Before you Sign’. Likely we offer way more than what you need, which is a good thing! Any tool you do not need will simply be turned off, so that you will not see it, allowing us to ‘Simplify the Experience’ for you. We think it is better to show more than less, though. This says a lot about Oxcyon’s commitment to the market, and more about how it completely eliminates the risk you have in making the right decision. If a vendor cannot prove their claims, they should be shown the door.

If you need any help walking through this demonstration, please do not hesitate to email or call Kevin Michnicki direct at: 440-239-8631. You may also email me with any questions you may have at kmichnicki@oxcyon.com

• Research Coverage on Oxcyon

Policy

• Attendance Policy

Attendance Policy

All recommendations and timeframes must be in accordance with Knowledge Base.
All recommendations and timeframes must also be in accordance with local district attendance policies.
Defined Absences:

“Excused”

Planned absence for a doctor appointment with an accompanying doctor note upon return.
Parent notes (accepted according to each individual district policy (e.g., up to five parent notes will be accepted per school year)

“Unexcused”

Unplanned absences for any reason not accompanied by either a parent or doctor note.

Planned absences will be requested, in writing and before the planned absence, with the instructor.

Planned absences must be accompanied with either a parent not or doctor note upon return.

ALL unplanned absences (sick days) will require the employee to call and/or email the instructor by (Insert Time) and give notification and reason for an unplanned absence. Even if a doctor or parent note will be presented upon return.
Each unexcused absence will result in a penalty, which will decrease the company’s overall net worth. (refer to employee handbook)

Once a student is referred to the county attendance director according to policy, the company will be assessed another penalty and the offending student will no longer be considered a “fulltime” employee, and therefore not receive access to the benefits of the periodic bonuses the company may earn. The offending student, will however, be placed on ‘contract’ to complete various projects, and have no further incidents of unexcused absences, the student’s “fulltime” company employment status can be reinstated per the instructor’s recommendation. Written requests for reinstatement must be submitted to the instructor for this consideration. (Instructor will place on documentation in the student files)

• Cell Phone Policy

• Computer and Internet Policy

Computer and Internet Policy

Voice mail, email, and Internet usage assigned to an employee’s computer or telephone extensions are solely for the purpose of conducting Company business. Some job responsibilities at (Name of Company) require access to the Internet and the use of software, in addition to the Microsoft Office suite of products. Only people appropriately authorized, for Company purposes, may use the Internet or access additional software.

Internet Usage

Internet use, on (Name of Company) time, is authorized to conduct Company business only. Internet use brings the possibility of breaches to the security of confidential Company information. Internet use also creates the possibility of contamination to (Name of Company’s) networking system via viruses or spyware. Spyware allows unauthorized people, outside the Company, potential access to Company passwords and other confidential information.

Removing such programs from the (Name of Company) network requires IT staff to invest time and attention that is better devoted to progress. For this reason, and to assure the use of work time appropriately for work, we ask employees to limit Internet use.

Additionally, under no circumstances may Company computers or other electronic equipment be used to obtain, view, or reach any pornographic, or otherwise immoral, unethical, or non-business-related Internet sites. Doing so can lead to disciplinary action up to and including termination of employment.

Email Usage at Company

Email is to be used for (Name of Company) business only. Company confidential information must not be shared outside of the Company, without authorization, at any time. Employees are not to conduct personal business using the Company computer or email.

Please keep this in mind, when considering, forwarding non-business emails to associates, family or friends. Non-business related emails waste company time and attention.

Viewing pornography, or sending pornographic jokes or stories via email, is considered sexual harassment and will be addressed according to the company’s sexual harassment policy.

Emails That Discriminate

Any emails that discriminate against employees by virtue of any protected classification including race, gender, nationality, religion, and so forth, will be addressed according to the company’s harassment policy.

These emails are prohibited at (Knowledge Base). Sending or forwarding non-business emails will result in disciplinary action that may lead to employment termination.

Company Owns Employee Email

Keep in mind that the Company owns any communication sent via email or that is stored on company equipment. Management and other authorized staff have the right to access any material in your email or on your computer at any time. Do not consider your electronic communication, storage or access to be private if it is created or stored within the company networking system.

• Dress Code Policy

Dress Code Policy

Our organization’s objective in establishing a dress code is to permit employees to work comfortably, but safely within the learning environment. Employees must project professionalism at all times, as one never knows if potential or current customers, visitors or students may visit the company unexpectedly.

Due to the variance in business and industry models in which all companies revolve around, each simulated workplace is required to develop a dress code conducive to their company. The following template will assist and guide instructors and students in developing their company dress code.

All casual clothing is not suitable for the workplace. These guidelines will help the supervisor and employees determine appropriate dress for their company.

* Clothing considered suitable for hanging out, hunting, yard work, exercise sessions, or social events is not always appropriate for work environments.

Clothing that reveals too much cleavage, your back, your chest, your feet, your stomach or your underwear is not appropriate for a place of business, even within the Simulated Workplace classroom. * If you can trip over your jeans because the legs are too long it is a safety issue.
Even in a business casual work environment, clothing should be pressed and never wrinkled.
Torn, dirty, or frayed clothing is unacceptable.
Any clothing that has words, terms, or pictures that may be offensive to other employees, customers or visitors is unacceptable.
Clothing depicting the school or company logo is encouraged.
Sports team, university, and fashion brand names on clothing are generally acceptable.
Certain days may require specific dress. Interviews, presentations, field trips, or when visitors are coming to the classroom, employees may be required to wear a company shirt with clean jeans or kaki’s.
No dress code can cover all contingencies; therefore, employees must exert a certain amount of judgment in their choice of clothing. If employees experience uncertainty about acceptable or professional business casual attire, they are advised to ask the supervisor for approval.

Shoes and Footwear

Shoes and Footwear: (Enter type(s) of acceptable footwear) are acceptable for Simulated Workplace environments.
Flip-flops, slippers, and any shoe with an open toe are not acceptable at Simulated Workplace environments due to safety violations.
(Enter the type(s) of acceptable shoes/boots) shoes/boots are required in the manufacturing operation area.
Inappropriate attire for work includes:

Jewelry, Makeup, Perfume, and Cologne

Jewelry, makeup, perfume, and cologne should be in good taste. Remember, that some co-workers, customers or visitors may be allergic to the chemicals in perfumes and make-up, so wear these substances with restraint.
Body piercing should be limited and in some instances removed or covered, in order to compile with safety regulations.
Tattoos should be limited and in some instances covered, especially if they may be offensive to co-workers, costumers or visitors.

Hats and Head Covering

Hats are not appropriate in an office environment.
Head Covers that are required for (Enter required head cover(s)) safety regulations are required while working in the manufacturing area.
Head covers that are required for religious purposes or to honor cultural tradition are permitted.

If clothing fails to meet these standards, as determined by the employees and supervisor, the offending employee will be reprimanded in accordance to the disciplinary policies and procedures

• Drug Free Workplace Policy

Drug Free Workplace Policy

(Knowledge Base) is committed to providing a safe work environment and to promoting and protecting the health, safety, and wellbeing of our employees. This commitment is jeopardized when any (Knowledge Base) employee engages in use, possession, sale, conveyance, distribution or manufacture of illegal drugs, intoxicants, controlled substances or abuses prescription drugs or alcohol. Substance abuse is a significant public health problem, which has a detrimental effect on the business community in terms of productivity, absenteeism, accidents, medical costs, theft, and workers’ compensation costs. Therefore, (Knowledge Base) has established the following policy:

It is a violation of company policy for any employee to use, possess, sell, convey, distribute, or manufacture illegal drugs, intoxicants, or controlled substances, or to attempt to do the same.
It is a violation of company policy to use or be under the influence of alcohol anytime during hours of business operation while on or using company property.
It is a violation of company policy for anyone to use prescription drugs illegally. It is the responsibility of the employee to report the use of prescribed drugs, that MAY (per warning labels provided by the pharmacy) affects the employee’s judgment, performance, or behavior.
Violations of this policy are subject to disciplinary action up to and including termination of employment and expulsion from school per your county school board policies.

(Knowledge Base) values its employees and recognizes the need for a balanced approach to achieving a drug free workplace. Our comprehensive program includes the following components:

(Knowledge Base) drug free workplace policy is intended to comply with all state laws governing drug and alcohol testing and is designed to safeguard employee privacy rights to the fullest extent of the law.

• Legal Brief
• Live Education Results
Live Education Results
Data Sources

• Policy - General

• Public Non-Discrimination Notice
• Termination Letter
Termination Letter
Dear

Further to our meeting of (date) I (regretfully) confirm that your employment with us is terminated with effect from (date)/with immediate effect.

As stated at our meeting the reason(s) for terminating your employment with us is/are as follows:
- (Employer must clearly state reasons - transgressions and relevant policies if applicable)
- (Employer must clearly state previous warnings, informal, formal, written etc., and circumstances and person's response and subsequent behaviour/performance for each warning.)
(Clearly state requirements regarding return of documentation, equipment, car, submission of final expenses claims, and any other leaving administration issues.)

(Clearly state actual leaving date, requirement or otherwise to serve period of notice, holiday pay, and other pay and pension details.)

(Clearly state the position regarding the employee's right of appeal, and state the appeal process and timescales.)

(Optional sign-off, for example: Thank you for your past efforts and all the best for your future endeavours.)

Yours, etc.

name and position

(Optionally and recommended: attach, at the foot of the letter refer to, a copy of your written disciplinary process, and also attach and refer to copies of written/printed evidence gathered during the employee's case. This enables employees to understand clearly the case against them, and also the process and their rights during the disciplinary process, which are central to the principles of the employment dispute regulations.)

(Optional section at foot of letter, requiring person to sign, confirming receipt of the letter and any attachment(s), by way of returning a signed copy of this letter.)

• Tobacco Free Workplace Policy

Tobacco Free Workplace Policy

(Knowledge Base’s) Tobacco Free Policy is dedicated to providing a healthy, comfortable, and productive work environment for our employees.

Numerous studies have found that secondhand smoke is a major contributor to indoor air pollution. Breathing secondhand smoke (also known as tobacco smoke pollution) is a main cause of disease in healthy nonsmokers, including heart disease, stroke, respiratory disease, and lung cancer. The National Cancer Institute determined in 1999 that secondhand smoke is responsible for the early deaths of up to 65,000 Americans annually. The Americans with Disabilities Act, which requires that disabled persons have access to public places and workplaces, deems impaired respiratory function to be a disability.

The U.S. Surgeon General has determined that the simple separation of smokers and nonsmokers within the same air space may reduce, but does not eliminate, the exposure of nonsmokers to secondhand smoke. The Environmental Protection Agency has determined that secondhand smoke cannot be reduced to safe levels in businesses by high rates of ventilation. Air cleaners, which are only capable of filtering the particulate matter and odors in smoke, do not eliminate the known toxins in secondhand smoke. A significant amount of secondhand smoke exposure occurs in the workplace.

Employees who work in smoke-filled businesses suffer a 25-50% higher risk of heart attack and higher rates of death from cardiovascular disease and cancer, as well as increased acute respiratory disease and measurable decrease in lung function.

Smoke-filled workplaces result in higher worker absenteeism due to respiratory disease, lower productivity, higher cleaning and maintenance costs, increased health insurance rates, and increased liability claims for diseases related to exposure to secondhand smoke.

In light of these findings, (Knowledge Base) shall be entirely tobacco free effective (Date). Smoking shall not be permitted in any enclosed company/school facility. This includes common work areas, auditoriums, classrooms, conference and meeting rooms, private offices, elevators, hallways, medical facilities, cafeterias, employee lounges, stairs, restrooms, vehicles, and all other enclosed facilities. This policy applies to all employees, clients, contractors, and visitors.

Copies of this policy shall be distributed to all employees.

• Weapon-Free Workplace Policy

Project Plan & SOW

• 01. Introduction

01. Introduction

1.1 Purpose of Document

This is a Preliminary Requirements specification document for a new web-based information management system which was selected for the build out of DataSource: Conversion failed when converting from a character string to uniqueidentifier. as either the application to be used for the actual solution, or as the application to test as part of a pilot project to validate it's capabilities. If this is a pilot project, then all work is done with the understanding that it is not the finished solution, ready for full deployment, but rather the prototype to 'simulate' certain functions once implemented. Oxcyon understands that Client acceptance of the Pilot Project is required, before a decision may be made to select this application as the finished solution, or prior to award of any contract for the full, implemented licensed version.

Centralpoint is a Digital Experience Platfrom technology, which is authored by Oxcyon, Inc. which provides a suite of over 220 modules and tools. Oxcyon,is the author or manufacturer of software product and related modules known as Centralpoint. The project management and implementation will be led by Oxcyon's Production Management team. This team will consist of a Project Manager who will act as your primary, singular point of contact, and that project manager will be responsible for overseeing other internal resources at Oxcyon to implement the project. These resources consist of (but are not limited to), Designers, Analysts, Quality Assurance analysts, Data Scientist, and Developers. Within the development team, this breaks out to Network Administrators, Senior (Product) Architects, Database Engineers, and Integration developers. All issues managed for your project will be managed within the Oxcyon Issue Management System, and Oxcyon cannot accept issues (or translate via dictation) any issue from any phone or web conference call (discussion). All issues which cover specific requirements (beyond this Scope of Work, Project Requirements, and/or Use Cases), or that were not originally articulated by the Client prior to beginning work, must be submitted in writing, via the Online Issue Management system to request, or identify any new issue. These issues when submitted, must be tagged to your assigned Project Manager, in order for your issue to get the attention it deserves. Should you fail to tag it to your assigned production manager, we cannot be held responsible for receiving it, nor can we provide any guarantees that it will be responded to .

1.2 Project Summary

Project Name:	DataSource: Conversion failed when converting from a character string to uniqueidentifier.
Oxcyon Project Manager:	Joseph Frey, jfrey@oxcyon.com, 440-243-1772
Oxcyon Project Team:	Joseph Frey, Project Manager Bret Allison, Lead Analyst Neil Jacobowski, Analyst James Kekic, Sales Support Analyst
Responsible Users:	Client POC Contacts (TBD)

1.3 Background

Oxcyon sells technology which is designed to centralize, relate and streamline the search, access and workflow for your members (employees, customers, dealers or others) securely. Oxcyon customers include both businesses and government agencies interested in decreasing the time it traditionally takes clients to search, access, and take action (create documents, order projects, process some requests) incorporating Centralpoint as a technology to streamline and reduce this time. Oxcyon has identified two trends that they believe will cause explosive growth in the demand for their product. The first is the need to centrally manage or index information from disparate sources. The second is to index and classify this disparate information by virtue of the many Audiences, Roles, Tenants, and Classification (metadata, taxonomy) of your users, against this information. Oxcyon's technology Centralpoint leverages unique technology in order to 1.) Centralize (via scheduled routines against disparate data sources, 2.) Securely Authenticate all users (Global Login), 3.) Classify (to create, manage, and automate how your disparate information is classified (or tagged) in order to serve the appropriate audiences (users) who need access to it, and 4.) Capture the user activity around the access of that information, in which to study the usefulness, time savings, and to personalize what content they 'should' want upon revisit. Centralpoint, as a Digital Experience Platform, incorporates many different technology functions, working in unison. (Diagram below)

Figure 1. Digital Experience Roadmap (Illustrating the many relationships to centralize and harmonize information. (Gartner)

Because of the innovative and technical nature of Oxcyon's products, Oxcyon employs sales agents, and production management professionals who can guide customers through the process of choosing from Centralpoint's module gallery (of available functions) to properly forumulate the right solution for the client to apply this roadmap (where applicable) within the organizational structure of each client. This entails customizing Centralpiont around the Taxonomy (Metadata, Terms, Keywords, Codes, Audiences and (Security) Roles of the Client. r At Oxcyon, your Production Manager are identified as a product "owners". The product owner is the expert on translating and implementing these unique features of your organization around this installed version of Centralpoint. .

Currently the client seeks to centralize disparate data sources (Structured data (SQL, Oracle, CSV, Json, XML, Excel) and/or Unstructured data (Word, PDF, Excel, Images, Videos) in order to streamline the day to day operations of their employees (or staff). The client seeks to do this considerate of their network security, meaning that this project will require integration with the current ID Management systems of Client (AD (Active Directory), SAML, oAuth, OpenID, or custom authentication). This is to demonstrate or to implement unique access for each worker, which will summon, filter, and provide access to only the data types (structured or unstructured) that each may have access to.

The Client further seeks to make such centralized disparate data sources available, in order to create and render new collections. In this model, these many data sources will be used to quickly and easily assemble needed information collections, which would empower the Client with rapid response (to assemble) accurate (fresh) information, each time. The output of these new records created could be in a variety of formats (PDF, Word, Json, XML, PPT), and each function to create new assets would be subject to either a simulated (in the case of a Pilot Project) or actual workflow scenarios. In other words, Oxcyon will be expected to show the rapid assembly of these files, in a variety of output types, and also show the workflow, or capabitliy to support workflow regarind the editing, approval, or denial of any new asset (or collection) within the enviornment.

Problems with the current Client system or process include:

the information available is too limited and the user cannot immediately place an order or take action easily
the existence of two or more databases or data sources means information is often inconsistent or incorrect
users who need more technical information have difficulty accessing the relevant data collections, and it often requires reformatting
time is often not available for the proper assembly of these new assets (documents, booklets, collections) as the Client faces mission critical (time sensitve) demands.

1.4 Project Scope

The scope of this project is to develop (a Pilot) of a web-based Knowledge Management Platform, that supports secure, rapid assembly of need information collections (documents, booklets, file folders) pulling from disparate data sets and/or collections of assets. Oxcyon will deploy both a development portal (local on Oxcyon's environment) and provide an on premise installation of Centralpoint (at Client), in order to set up and prove these claims. All demonstrations will be conducted via web conference, using Oxcyon's local development site, however, the Client will have 'mirror image access' of exactly what was set up (at Oxcyon internally), On Premise, at the client's facility. This is because Oxcyon does not possess the security access or does it have the security clearance to work with live, actual data sets of client. Oxcyon will be demonstrating simulations (with example content), whereas the client will be free to demonstrate (local to their team) actual content or data. This is to prove Oxcyon's claim that this enviornent may run on premise, and connect directly to the (secure) sysems which Client posses.

1.5 System Purpose

The purpose of the system will be to create a 'hub' of data sources (connections to disparate data sources) in which to drag, drop, and assemble new collections of information (documents, booklets, file foldes, collections), needed by various departments and roles of individuals. The Pilot Project iwill be to demonstrate and prove this high level capabilites, but not be expected to generate 'any' new assets which Client may wish to. For the purpose of the Pilot, certain examples will be used (Document Types). These document types, which are frequently used by Client, will be the model, for Oxcyon to set up, develop and train Client, on the usage. For this Pilot Project,

Oxcyon will develop up to 5 frequently used forms by Client as the model. The client may select which 5 forms or collections they would like to see, and would be an expected output format type of MS/Word, and/or Adobe PDF. The Client will also provide a basic (not to exceed two step) workflow, so that as these forms are demonstrated, the workflow, and editing process can be demonstrated. This demonstration will show the scheduled 'ingestion' or live data access to remote data sources, in order to generate dynamically these five output documents. This example will show the user (log in ID), and use such ID to automaticaly filter the available menu by (security) role, allowing different users within Client, to author 'from' different data sources, as their roles may allow. Oxcyon will also show (as one of these 5 frequently used form examples) an example of a 'Dynamic Form to Document' process. This will allow the user to answer a series of (not more than 3 successive) questions, which will then present a refined list of questions (from the previous question), in order to successfully prove the ability to dynamically assemble reports (summoning data from disparate sources) as a result of the answers to questions provided.

Beyond the initial purpose to prove dynamic assembly of asset collections (documents, files). Oxcyon will 'go beyond' the scope to show other departments the high level possiblities of how the centralization and aggegation of data and content can do for them. This may include departments like HR, Travel, Security, etc., to prove the long range capabilities of Centralpoint as an over arching 'Knowledge Management Platform', and will be eager to do so. Oxcyon is NOT required to build out any of these departmental suite of solutions beyond the dynamic document assembly, but will do what it can, with minimal effort (not to distract from the primary system purpose). These efforts may include, setting up learning management, importing in Directory lists (Hotel directories, supplier directories, etc.), in order to demonstrate the self service aspects of having information centralized (ordering, taking action, comparing, rating, reviewing, sorting, etc.). These efforts are volunatiry and in good faith by Oxcyon, to prove the 'reusability' of this pilot for many departments within the Client organization.

1.5.1 Users

Those who will primarily benefit from the new system and those who will be affected by the new system include

Knowledge Authors:: Upon implementation of the system, Knowledge authors will find web based dashboards which will allow them to create, edit, delete or revise new asset collections based on their:
a.) Selection of those disparate content types (by check box)
b.) By answers certain questions, wherein the answers guide them to a dynamically populated asset collection
c.) By draggin and dropping dynamic content references into their form to render their new asset or collection.
d.) The system will demonstrate how it can record and report on the activity of all users who accessed each record, and when.
e.) The system will demonstrate how these new assets may inherit taxonomy (metadata) via automated means, based upon the content pulled into the document
Read Only Viewers:: a.)The system will demonstrate how some users may only be allowed to read, and download these newly created assets (without editing)
b.)The system will demonstrate how it can record and report on the activity of all users who accessed each record, and when.
c.) The system will demonstrate how two different users (by virtue of their differing roles) can access the same (singular) document, and each see different information (within the singular document) being role filtered
Project Owners:: a.) Project Owners will be allowed to create new rules (taxonomy, templates, forms, reports) to demonstrate the flexibility of the system, as well as their ability to maintain the system within the Client environment.
b.) Project Owners will be allowed to execute Data Transfer utilities to aggregate data from both structured and unstructured sources
c.) Project Owners will be allowed to install and set up Server and Database installation of System, to prove the systems performance within the Client Environment
d.) Project Owners will be alllowed to (and will have to) set up system to handshake with their internal security (authentication sources), under the direction of Oxcyon
e.) Project Owners will be allowed to generate reporting against any asset activity or user(s) activity around those newly created assets
f.) Project Owners will be allowed to generate new taxonomy types, including set up automated metadata rules against incoming data (ingested via Data Transfer tools)
Information Technology Department:: This department will be allowed to investigate Centralpoint code (post installation), On Premise to meet their needed internal security requirements, and test authentication methods of users who log in
This department will be allowed to access Global Login (Authentication sources), Data Transformation tools, Root Directory (code of Centralpoint), Database Diagrams, and have full access to database (and source code, if needed), in which to perform any and all testing it needs to deem that system can be fully adopted by Client, in a full scale implementation, post pilot.

1.5.2 Location

The system will be available via download to be installed at Client's server facility of choice.
Oxcyon personnel will be working on the project remotely (form it's offices in Cleveland, Ohio, Akron, Ohio, Chicago, Illinois, and Los Angeles, California) and attending meetings with Client via web conference only.
Oxcyon intends to meet with Client, On Premise at Client facility post evaluation of the pilot to discuss Client findings, and discuss potential implementation (post pilot).

1.5.3 Responsibilities

The primary responsibilities of the new system:

provide client staff direct access to up-to-date, accurate information on which they can utlize to assemble new asset colletions quickly.
support customization to support the specific needs of the client.
allow differential access to web pages and information based on type of user (role)
allow client users to process a request, (new document creation, or hotel booking) through a web interface, triggering workflow and dynamically creating the desired output
allow client to request access to disparate information needed from a AI Assitant (button) from current client web applications (in which the AI Assistance has been placed and allowed to operate)
provide staff improved access to information which is current and live at all times.
allow product owners to maintain information about their information and it's workflow
allow access to version history and user access reporting on demand
send new requests through workflow to the appropriate reviewer

Other 'desired' features of the new system:

a consistent "look and feel" throughout the website, by department or role
full-text searches of the information a user has permission to access
on-line help in website navigation
password protection and roles based access scheme for every view
translation of a web page to another language (using Google API)
Mobile Responsive (mobile friendly) view of each desktop view (including forms, and new dynamic assets created)
Live Documents (which can automatically be updated, each time they are opened)
How disparate data sources (or ingested) content can be made portable (via an AI assistant, whilst on other (client) web based applications
Online Learning Management (based upon questions answered in line with any asset)
EDI/Online Ordering (how forms submitted could trigger 'multiple resources' from a central point (booking trips, or multi step functions centralized)
Natual Language Search (how words not found in documents could trigger those documents as a potential match)
Reverse Hyperlinks (how any word, term, acronym could be dynamically referenced from all documents (from one record or one definition)
Targeted 'Ads', (how one search or one action taken may remind (through advertisement and link) other important items (which typically preced the last action)
Parametic (Tiered) searches, wherein the selection of one menu (for Contintents like Asia) prompts the corresponding sub menu (like Japan or China),

1.5.4 Need

This system is needed in order to service the expected increase in disparate data, and the corresponding demand for assets (documents, information, collections) to be rendered from them. The time sensitive, mission critical nature of any scenario within Client, suggests that such a system would be able to provide information which is of higher relevance, more accurate output, and an ability to render complex collections of information quickly. The new system will allow Client to rapidly respond to needed information, and reduce costs based upon resources and time required today to render these collections in the traditional manner.

1.6 Overview of Document

The rest of this document gives the detailed specifications for the new system. It is organized as follows:

Section 2: Functional Objectives
Each objective gives a desired behavior for the system, a business justification, and a measure to determine if the final system has successfully met the objective. These objectives are organized by priority. In order for the new system to be considered successful, all high priority objectives must be met.
Section 3: Non-Functional Objectives
This section is organized by category. Each objective specifies a technical requirement or constraint on the overall characteristics of the system. Each objective is measurable.
Section 4: Context Model
This section gives a text description of the goal of the system, and a pictorial description of the scope of the system in a context diagram. Those entities outside the system that interact with the system are described.
Section 5: Use Case Model
The specific behavioral requirements of the system are detailed in a series of use cases. Each use case accomplishes a business task and shows the interaction between the system and some outside actor. Each use case is described with both text and an interaction diagram. An interface prototype is also shown. The system use case diagram depicts the interactions between all use cases and system actors.
Section 6: An appendix containing a glossary that
defines terms specific to this project

1.7 Deliverables of DataSource: Conversion failed when converting from a character string to uniqueidentifier.

Oxcyon shall deliver to Client the following items, considered the Deliverables

a.) Oxcyon will provide a Centralpoint Master Server for download and installation with Client Enviornment
i.) Including automated back up tools
b.) Oxcyon will provide a Centralpoint Development & QC (Staging) & Centralpoint Portal Environment within Client Environment
i.) Each with their own (Client provided IP Address) to demonstrate the abiltity to synchronize code and content between them (Dev->Staging->Production
c.) Oxcyon will provide a Centralpoint Portal (within Oxcyon's enviornment) for training, testing, and demonstrations
i.) Centralpoint Portal will offer out of the box integration tools to connect to SAML/AD/Other
d.) Oxcyon Centralpoint portal will have all modules 'active' in order to demonstrate over arching Knowledge Management (outside of the forms examples)
e.) Oxcyon will produce up to 5 live online forms (based upon actual real life scenarios at Client) to simulate rapid asset creation (leveraging disaparate data sources). These forms will be presented as a 'Template Gallery'
f.) Oxcyon will create simluated roles (within Oxcyon's enviornment) and instructions on how to set up real roles within the secure (On Premise environment)
g.) Oxcyon will set up and execute (not to exceed 10 data connections) wherein data is either being pulled in live, or via ingestion to demonstrate our ability to ingest and leverage both structured and unstructured data sources (SQL, XLS, JSON, XML, PDF, Word, Images)
h.) Oxcyon will set up 'scheduled' data ingestions to demonstrate the ability to pull from the 'most recent data sets'.
i.) Oxcyon will set up and provide a portal design which is mobile, responsive, including all pages (forms, reports, content dashboards)
j.) Oxcyon will provide training on all of the items mentioned above
k.) Oxcyon will provide online questionairres to assist the Client to gather needed information from any department curious about knowledge management (to process their requests)
l.) Oxyon will set up email alerts, which will be triggered periodically (daily, weekly, monthly) to sample users, to demostate our ability to notify users of 'new disparate data' which may have arrived
m.) Oxcyon will set up and provide training for it's Data Cleaning (Automated Metadata rules) to show how disparate data picked up, ingested or fed through centralpoint can inherit Client metadata (taxonomy) to build crosswalks (related data)
n.) Oxcyon will provide 'flipbook' viewing capability of any PDF output, and will provide MS/Word plug in (for any editing needed from Word).
o.) Oxcyon will provide a sample of NLS (Natural Language Search) libraries to use as an example to crosswalk terms
p.) Oxcyon will provide customization and modiciation to its forms, to allow for question/answer based guidance, to dynamically render output content (documents, collections)
q.) Oxcyon will provide visual search options of forms available (including dynamic forms created for this project) by users (scrolling pictures of forms, which users can select (role based)
r.) Oxcyon will provide both asset level and user level reporting, to include EXT grid view reports, and/or graphical charts showing the usage, topics, taxonomies being managed and thier trend
s.) Oxcyon will execute data imports to demonstrate our ability to transform information (including converting street addresses to maps) including proximity searhes
t.) Oxcyon will set up Audience (microsites) for Client to include Geograhpic Regions, and/or Departments, to show the subset of any of these items above, filtered by these audiences

Figure 2. Centralpoint Archtecture, showing (in light green) the Centralpoint Master Server (On Premise) and tiered Dev/QC, Live Production portals living under.

FIgure 3. Enterprise View of Client Portal, including Family Tree of Audiences (Microsites for Deparments or Geographic Regions)

• 02. Functional Objectives
02. Functional Objectives
2.1 High Priority
1. The system shall allow for on-line dynamic document creation by either the knowledge author or staff. For staff, this may be done by questionairre or selectors, or by knowledge authors, by specific selection (more control). This will reduce the time a resource spends on a report by x%. The cost to process an order will be reduced to $y.
2. The system shall reflect a new and changed assets within less than 30 seconds of the database being updated by the product owner. This will reduce the number of incidents of incorrectly displayed information by x%. This eliminates the current redundant update of information, saving $y dollars annually.
3. The system shall display information that is customized based on the user's role, department, job function, application and locale. This feature will improve service by reducing the mean number of pages a user must navigate per session to x. It should reduce unnecessary phone calls to sales agents and staff by x%.
4. The system shall allow employees to view the owner of any asset. An employee should be able to contact the correct owner in one phone call x% of the time.
5. The system shall allow a staff member to directly contact the nearest facility for the region in question. This will improve service by reducing the time to respond to a customer request to no more than x days.
6. The system shall provide assets which contain the latest or most accurate data. This will allow the document o be processed in x minutes and reliability of data to be increased by y. This promises huge unknown savings based on any inaccurate data being referenced today.
7. This system shall provide a clear opportunity how it may be re-used by other departments with Client, to show the maximized repeatability across any department, to streamline their operations
2.2 Medium Priority
1. The system shall provide a search facility that will allow full-text searching of assets that the user is permitted to access. The system must support the following searches:
  
  find all words specified
  
  find any word specified
  
  find the exact phrase
  
  Boolean search
  
  Suggestions (presented to the user 'as they begin typing'
2. The system shall make FAQs available from the task page. This will allow staff to receive guided information as to what to do next, and reduce time lag by 'x'.
2.3 Low Priority
1. The system shall allow the user's status to be stored for the next time he/she returns to the web site. This will save the user x minutes per visit by not having to re enter already supplied data.
2. The system shall provide suggestions/adverstisements during different phases of their operation. This information will allow staff to determine what information prompts the next step .
3. The system shall translate web pages into the languages of the countries where the content may be relevant to different regions (Google API to be used for Pilot) This will improve translation and customer service and reduce the number of support calls from foreign customers by x%.
• 03. Non Functional Objectives
03. Non Functional Objectives
3.1 Reliability
- The system shall be completely operational at least x% of the time.
- Down time after a failure shall not exceed x hours.
3.2 Usability
- A staff member should be able to use the system in his job after x days of training.
- A staff member who already knows what region and topic he/she is interested in should be able to locate and view that relevant content within in x seconds.
- The number of pages required to navigate to access the desired output information from the top page should not exceed x.
3.3 Performance
- The system should be able to support x simultaneous users.
- The mean time to view a page in the system over a Xmps connection shall not exceed x seconds.
- The mean time to download and view a MS/Word or PDF (output of dynamic collection) shall not exceed x seconds.
3.4 Security
- The system shall provide password protected access (SAML/AD, other) to web pages that are to be viewed only by employees.
- Transaction data must be able to be transmitted in encrypted form.
3.5 Supportability
- The system should be able to accommodate or integrate with other products and product lines without major reengineering.
- The system shall be viewable from all major released (supported) browsers,
- The system shall be viewable from any web based (access) device (desktop, mobile, tablet).
3.6 Online user Documentation and Help
- The system shall provide a page that explains how to use the system or navigate the system. This page should be customized based on what pages that user is allowed to access.
- This help page should be accessible from all other pages.
3.8 Interfaces
The system must interface with
- Oracle
- SQL
- ODBC
- JSON
- Web Service
- XLS
- MS/Access
- CSV
- TXT
- XML
- JSON
- RSS
- ATOM
- Webpages
• 04. Context Model
04. Context Model
4.1 Goal Statement
The goal of the system is to allow Client Staff to increase efficiencies by x% over the next y years with only a z% increase in investment or effort by
- allowing complete and accurate data to be captured, ingested, summoned or accessed directly from the source (or sources of truth) as well as from outside sources (rss, web feeds)
- providing staff fast access to up-to-date and accurate information to reassemble, repurpose as they need to.
4.2 Context Diagram

Figure 4. Content Diagram, showing the dynamic authoring of documents (pulling from a variety of data sources (live or scheduled)
to produce the needed output for consumers

• 05. Use Case Models

05. Use Case Models

5.1 Use Case Descriptions (for selected cases)

Notes:

For all use cases, the user can cancel the use case at any step that requires user input. This action ends the use case. Any data collected during that use case is lost.
For all use cases that require a logged in user, the current login session is updated during the use case to reflect the navigation paths through the use case.

Login User

Use Case Name:	Login User
Summary:	In order to get personalized or restricted information, forms or specialized transactions a user must login so that that the system can determine his/her access level.
Basic Flow:	The use case starts when a user indicates that he wants to login. The system requests the username and password. The user enters his username and password. The system verifies the username and password against all registered users. The system starts a login session and displays a welcome message based on the user's preferences.
Alternative Flows:	Step 4: if username is invalid, the use case goes back to step 2. Step 4: if the password is invalid the system requests that the user re-enter the password. When the user enters another password the use case continues with step 4 using the original username and new password.
Extension Points:	none
Preconditions:	The user is registered.
Postconditions:	The user can now obtain data and perform functions according to his registered access level.
Business Rules:	Some data and functions are restricted to certain types of users or users with a particular access level.

Register User

Use Case Name:	Register User
Summary:	In order to get personalized or restricted information, access forms or do other specialized transactions a new user must register a username and password.
Basic Flow:	The use case start when a user indicates that he wants to register. The system requests a username and password. The user enters a username and password. The system checks that the username does not duplicate any existing registered usernames. The system requests Client expected fields (i.e. name (), street, city, state, zipcode(), password, Employee ID) Items marked by (*) are required. The user enters the information. The system determines the user's location and access level and stores all user information. The system executes use case Forms Gallery. The system starts a login session and displays a welcome message based on the user's preferences.
Alternative Flows:	Step 4: If the username duplicates an existing username the system displays a message and the use case goes back to step 2. Step 5: If the user does not enter a required field, a message is displayed and the use case repeats step 4.
Extension Points:	Register Preferences
Preconditions:	none
Postconditions:	The user can now obtain data and perform functions according to his registered access level.
Business Rules:	A registered user's location is the Department, Role or Region nearest his zip code via SAML/AD. Access levels are 0: A user can access only data classification 0 1: The user can access data classification <= 1 2: The user can access data classification <= 2 The default access level is 0. Classification types will be defined and managed by the Client, Oxcyon will simulate these within it's development portal (at Oxcyon)

Register Preferences

Use Case Name:	Register Preferences
Summary:	This use case allows a registered user to enter or change his preferences.
Basic Flow:	The use case start when a user indicates that he wants to enter or modify his preferences. The system displays all current product lines. It indicates any product lines that the user has currently selected. The user selects/deselects Regional or Topical Interests. The system displays current language preferences. It indicates the language preference currently selected. The user may select a different language preference. The system stores any change to language preference.
Alternative Flows:	none
Extension Points:	none
Preconditions:	The user is logged in.
Postconditions:	The system can customize a welcome message based on the user's revised preferences.
Business Rules:	Language selections allowed are are English (default), French and German, for the Pilot (full license includes all).

Place Order (Customer)

Use Case Name:	Select Form Scenario: Staff member fills out the needed form.
Summary:	This use case allows a registered customer to begin creating a collection by selecting a form (from the form gallery).
Basic Flow:	The use case start when a customer indicates he wants to begin a collection. The system displays the customer's information: name, street, city, zip, phone, email, role, department. The customer may add or change any of the information. The system stores any changes. If the zipcode has changed, the system modifies the customer's location. The system requests which form the user would like. The staff member selects their form. The system displays the appropriate questions and fields based upon that form type. The customer selects the appropriate options they want (selecting from various data sources available to them (for that form). The system completes the form when user selects 'SUBMIT' button. The system shows a 'processing icon' as the collection is created. . The system displays a Document (or asset) completion message and prompts the user to view the completed asset.
Alternative Flows:	Step 9: If the selections (within the form) could not be validated (if a data source is unavailable) , go to step 8 to get another option. Step 10: If the quantity on hand is not sufficient for this form, a message is sent to the customer and the use case is canceled.