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ePartner Consulting Ltd

LiquidOffice: electronic forms & business process management (BPM)

Fully web-based, LiquidOffice is a business process management (BPM) solution for creating, deploying and automatically managing the routing, tracking and approval processes for electronic forms. It encompasses the entire business process management life-cycle, from process design and workflow simulation to deployment and optimisation.

Features

  • Form Designer: Easily design intelligent web forms with WYSIWYG tools.
  • Process Studio: Compose, manage and modify workflows and publish.
  • Business Rules: Re-usable business rules for your forms and processes.
  • Management Console: Monitor what’s happening and take action when required.
  • Web Desktop: Access, complete and approve forms, review tasks lists.
  • Hybrid: TeleForm integration provides support for paper and web forms.
  • Auditing: Create an audit log of user and administrator activities.
  • Electronic Signatures: Add an e-signature when a user takes action.
  • Mobile: Access LiquidOffice from any browser, OS or mobile device.

Benefits

  • Easily create and publish forms to capture data and documents.
  • Route form for review and approval and eliminate paper handling.
  • Monitor status and analyse activities, remove bottlenecks, and improve control.
  • Further enhance LiquidOffice with custom scripting.
  • Extend LiquidOffice via SDK and SOAP API.
  • Reduce paper and migrate to electronic/web collection of information.
  • Enhance customer service with interactive eForms & efficient processing.
  • Effective and accurate information collection with eForms.
  • Process automation – fewer manual processes, reduced costs.
  • Minimise compliance concerns with accurate data collection and exchange.

Pricing

£36,425 a licence

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at sales@epc.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

3 9 3 1 8 7 2 0 6 2 7 9 4 2 4

Contact

ePartner Consulting Ltd Richard Adams
Telephone: 03300 100 000
Email: sales@epc.co.uk

Service scope

Software add-on or extension
No
Cloud deployment model
Hybrid cloud
Service constraints
None
System requirements
  • LiquidOffice is hosted in the cloud
  • No client software or plug-ins required by end-users
  • All browsers are supported, including mobile/tablet devices

User support

Email or online ticketing support
Yes, at extra cost
Support response times
In accordance with our SLA, we respond within four hours. In reality though, requests for support are responded to within minutes of the initial notification (via eMail or telephone).

We do not offer technical support at weekends.
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Web chat
Web chat support availability
9 to 5 (UK time), Monday to Friday
Web chat support accessibility standard
None or don’t know
How the web chat support is accessible
Through our website.
Web chat accessibility testing
N/A
Onsite support
Yes, at extra cost
Support levels
As part of the agreement, you will have access to our Platinum level of support and maintenance. This includes:

- Unlimited telephone and eMail technical support for the duration of the framework.
- Priority on-site engineer visits (additional charges apply).
- Priority booking for scheduled training (additional charges apply).
- Maintenance releases for your software.
- Version upgrades included on selected software products.
- Remote access problem diagnosis and resolution (remote access required).
- Remote server maintenance (remote access required).
- Mirror system stored at our Head Office for testing and backup.

In accordance with our SLA, we respond to support requests within four hours. In reality, requests for support are responded to within minutes of initial notification. Our office hours in England are 09:00 – 17:30 GMT/BST Monday to Friday. We do not offer technical support at weekends or bank holidays.

The cost of technical support and maintenance is included FOC.

In all scenarios, the client will have a single point of contact assigned to their account.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
We provide comprehensive user training, user manuals and technical support.
Training courses
Our training courses aim to transfer to students the skills needed to implement and administer LiquidOffice through lecture and hands-on exercises. In these courses, students will learn how to design electronic forms, apply data validations, set-up exports/eMail alerts as well as route the form for review and approval.
User manuals
Our user manual offers a step-by-step guide to working with LiquidOffice including how to create eForms in the Form Designer, model your workflows in the Process Studio and manage processes in the management console. The manual also covers the Web Desktop and Portal.
Technical support
As part of the agreement, you will have access to our Platinum level of support and maintenance. This includes: maintenance releases, version upgrades, remote access problem diagnosis and resolution, remote server maintenance and a mirror system stored at our main office for testing and backup. In accordance with our SLA, we respond to support requests within four hours. In reality, requests for support are responded to within minutes of initial notification. The cost of technical support and maintenance is included FOC.
Service documentation
Yes
Documentation formats
  • HTML
  • PDF
End-of-contract data extraction
If part of the contract, we will provide data to the client in an agreed format.
End-of-contract process
The LiquidOffice software and technical support and maintenance is included as part of the contract.

Training courses, development and consultancy are an additional cost. Please refer to our SFIA Rate Card.

Using the service

Web browser interface
Yes
Supported browsers
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
No differences exist
Service interface
Yes
User support accessibility
None or don’t know
Description of service interface
Web-based UI. LiquidOffice eliminates the need for programming by using graphical, point-and-click form builders, drag-and-drop features and pre-built integrations to quickly build templated forms, workflows, business rules and data connections that can be reused.
Accessibility standards
None or don’t know
Description of accessibility
LiquidOffice puts citizen developers, and those closest to business issues, in a position to create solutions, and allows them to adapt and change these solutions over time.
Accessibility testing
None.
API
Yes
What users can and can't do using the API
The OpenText LiquidOffice SDK helps ensure that you gain the maximum benefit from LO and your existing
enterprise applications. LiquidOffice APIs use Java, JavaScript, JavaServerPages (JSP), XML and SOAP technologies to develop connectivity between LO and other business applications. The LiquidOffice SOAP API enables companies to exchange information or share parts of the LO system with other applications, including applications that are built on the Microsoft .NET platform.

Customers can develop an application that communicates with LiquidOffice using a SOAP API. This is referred to as a SOAP Client.
API documentation
Yes
API documentation formats
  • HTML
  • PDF
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
The LiquidOffice APIs constitute a development environment based entirely upon open standards - enabling the transparent sharing of data and documents in addition to the interoperation of applications and back-end systems. The LiquidOffice APIs utilise Java, JavaScript, Java Server PagesTM (JSP) technology, XML (as the interchange language), SOAP, and other open-standard technologies as a way of developing connectivity between LiquidOffice and a company’s business applications including applications that are built on the Microsoft .NET platform. LiquidOffice was build from the ground up to leverage and comply with open standards such as PDF, HTML, and XML.
LiquidOffice users can add custom script and advanced processing rules to their forms. They can also create reusable tasks for use in the Process Studio and build custom sensors for use in Business Activity Monitoring as Key Performance Indicators (KPI).
Users customising LiquidOffice should have a basic understanding of scripting languages, JavaScript, and programming concepts.

Scaling

Independence of resources
Additional infrastructure can be deployed as needed.

Analytics

Service usage metrics
Yes
Metrics types
LiquidOffice includes management, monitoring, and analytics
features that provide visibility into process data to help you
understand key performance information in real time. You can
identify bottlenecks, audit usage, analyse process data and handle
exceptions, allowing managers to make real-time improvements
that drive your business
Reporting types
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

Supplier type
Reseller providing extra features and support
Organisation whose services are being resold
OpenText

Staff security

Staff security clearance
Conforms to BS7858:2019
Government security clearance
Up to Developed Vetting (DV)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
United Kingdom
User control over data storage and processing locations
Yes
Datacentre security standards
Managed by a third party
Penetration testing frequency
Less than once a year
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
  • Physical access control, complying with another standard
  • Encryption of all physical media
Data sanitisation process
Yes
Data sanitisation type
Deleted data can’t be directly accessed
Equipment disposal approach
In-house destruction process

Data importing and exporting

Data export approach
We support a wide variety of industry standard export formats, including:
Comma Separated Values (CSV), Extensible Mark-up Language (XML), Microsoft Excel and Access, SPSS .SAV files, ODBC for Microsoft SQL, Oracle, MySQL etc.
Data export formats
  • CSV
  • Other
Other data export formats
  • Extensible Mark-up Language (XML)
  • Microsoft Excel
  • Microsoft Access
  • SPSS .SAV files
  • ODBC for Microsoft SQL
  • Oracle
  • MySQL
Data import formats
  • CSV
  • Other
Other data import formats
  • Extensible Mark-up Language (XML)
  • Microsoft Excel
  • Microsoft Access
  • SPSS .SAV files
  • ODBC for Microsoft SQL
  • Oracle
  • MySQL

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
TLS (version 1.2 or above)

Availability and resilience

Guaranteed availability
We have the flexibility to provide a SLA to meet our clients specific needs.
Approach to resilience
There is a mirror of data between two locations. Further information available upon request.
Outage reporting
Outages are reported via eMail alerts and our service desk.

Identity and authentication

User authentication needed
Yes
User authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
Access restrictions in management interfaces and support channels
Access to all systems are at least password protected (with password policies applied). Back-end access is restricted to known IPs and secure VPN connections.
Access restriction testing frequency
At least every 6 months
Management access authentication
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
User-defined
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
User-defined
How long system logs are stored for
User-defined

Standards and certifications

ISO/IEC 27001 certification
No
ISO 28000:2007 certification
No
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Cyber essentials plus
No
Other security certifications
No

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
No
Security governance approach
We have defined procedures in place, constantly reviewed and audited.
Information security policies and processes
We have defined procedures in place, constantly reviewed and audited. Our quality management system is ISO9001: 2015 certified.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
We have internally defined procedures in place, continually reviewed and audited.
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
We employ skilled professionals who monitor a variety of resources and are skilled and command resources to deploy patches as quickly and flexibly as any given risk demands.
Protective monitoring type
Supplier-defined controls
Protective monitoring approach
We have round the clock monitoring both internally and from 3rd parties. We are notified of issues immediately and can respond as quickly as the issue demands.
Incident management type
Supplier-defined controls
Incident management approach
We have a service desk, that is accessible via phone or eMail. We pride ourselves on a quick and flexible response and ensure our customers get a better than expected service.

Secure development

Approach to secure software development best practice
Conforms to a recognised standard, but self-assessed

Public sector networks

Connection to public sector networks
No

Social Value

Social Value

Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

Fighting climate change

We aim to play our part in fighting climate change and supporting the UK in meeting the net-zero greenhouse gas emissions target. We achieve this by maintaining operational standards that protect the environment without reducing the level of service to our clients.
Every day, we aim to reduce the impact of our activities on the environment and ask staff to take reasonable and appropriate steps this aim. Some of our key measures include:
• Minimise the use of paper and use electronic forms of communication where possible. As soon as practicable, physical documents are shredded and stored electronically. If needed, source PEFC or FSC certified paper where practicable
• Reduce business travel miles and avoid excessive travel (by road/rail/air). Use telephone, eMail, and web conferencing technology where practical
• Using specialist disposal for toners and electronic IT waste
• Use public transport in preference to cars. When this is not feasible, car sharing is encouraged
• Cut wastage through re-use and recycling and, where economical and fit-for-purpose, purchase recycled, recyclable or re-furbished products and materials
• Phase out/replace inefficient materials with energy-efficient solutions
• Encourage staff to switch off electrical equipment when not in use and close windows and doors when the heating is on
• Educate and advise our employees about environmental matters that may affect their work and life
• Work towards accreditation to ISO14001 (Environmental Management Systems)
These objectives confirm the company's commitment to continuous improvement in managing our effect on the environment and are communicated with customers, suppliers, and our local community.
The effectiveness of the policy is monitored by the achievement of the aims outlined above. The policy is reviewed at quarterly management meetings as part of our ISO 9001: 2015 accreditation.

Covid-19 recovery

The safety of our employees in the office is paramount. Several preventative measures have been implemented to manage workplace safety and reduce to risk of spreading Covid-19.
Following a risk assessment, the following mitigations have been agreed upon:
• Encourage good ventilation by opening windows/doors to bring fresh air into indoor spaces
• Desks re-positioned to be at least 2m apart
• Handwashing facilities provided
• New office signage to remind people to wash/sanitise hands regularly
• Minimise sharing of equipment
• More regular cleaning with ‘high touch’ areas (e.g., door handles, kitchens etc.) disinfected daily
• Optional wearing of face coverings – employees are not required to wear face coverings while in the office but may do so if they wish
While the government is no longer asking people to work from home, we will continue to facilitate remote working and will encourage workers not to come into the office if they feel unwell.
The updated risk assessment covers everyone who visits our premises including customers, contractors.

Tackling economic inequality

We aim to tackle economic inequality in several key areas:
Under our Equal Opportunities Policy, we will not unlawfully discriminate against those who face barriers to employment and/or who are located in deprived areas.
We are an SME organisation and will always seek to create opportunities for entrepreneurs and small organisations to grow.
Working in a high growth industry with known skills shortages, we aim to create employment and training opportunities such as apprenticeships and graduate training.
Last but by no means least, we aim to manage cyber security risks in the delivery of contracts and are Cyber Essential certified.

Equal opportunity

ePartner Consulting Ltd supports the principles of equality, diversity, and inclusion in employment concerning recruitment, selection, and promotion. The aim is for our workforce to be truly representative of all sections of society and our customers, and for each employee to feel respected and able to give their best.
The purpose of our Equal Opportunities Policy is to:
1. Provide equality, fairness, and respect for all in our employment, whether temporary, part-time, or full-time
2. Not unlawfully discriminate because of the Equality Act 2010 protected characteristics of:
• age
• disability
• gender reassignment
• marriage or civil partnership
• pregnancy and maternity
• race (including colour, nationality, and ethnic or national origin)
• religion or belief
• sex
• sexual orientation
3. Oppose and avoid all forms of unlawful discrimination. This includes in:
• pay and benefits
• terms and conditions of employment
• dealing with grievances and discipline
• dismissal
• redundancy
• leave for parents
• requests for flexible working
• selection for employment, promotion, training, or other developmental opportunities

Wellbeing

The wellbeing policy aims to support the health and wellbeing of staff as this is likely to provide additional business benefits such as lower absenteeism, increased productivity, and better morale.
To support employee mental wellbeing, we will:
• Encourage staff to take regular breaks from their screen/PC
• Encourage staff to take a walk and eat away from their desk at lunchtimes
• Keep the workplace well ventilated
• Prevent workplace harassment and inappropriate behaviour
• Support staff with suitable training to perform their role
• Prevent long working hours by setting realistic workloads
• Offer flexible working hours
Additionally, we will seek to promote healthy eating habits and regular exercise to support the physical wellbeing of staff.
If mental health issues are disclosed, we will support the employee and accommodate their needs wherever possible. We will encourage them to talk to their GP or other healthcare professionals. All information will remain confidential.

Pricing

Price
£36,425 a licence
Discount for educational organisations
No
Free trial available
No

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at sales@epc.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.