Content Management and Process Automation

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Content Management and Process Automation
Presented byMark ChambersSE Regional
ManagerDocument Imaging Solutions, Inc.
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What is Content Management?

• The sharing and management of information vital
  to an organization.
• Document Management
• Revision Control
• Index, Search, Retrieve, Manage, Store
• Full-Text Search
• Records Management
• Web Forms, Web Publishing
• COLD / ERM (Capture / Access)
• Imaging, Forms Processing OCR/ICR (Capture)

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What is Business Process Automation?

• The automation of a business process to increase
  efficiency through the use of enterprise software
  solutions.
• Workflow Automation
• System Integration
• Auditable processes and results
• Decreased future hiring requirement

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Business Process Automation

• Automation and management of business processes
  surrounding the use of content
• Rules-based routing
• Examples
• - Purchase order
• - Accounts payable
• - New account creation
• - Design collaboration
• - Contract review
• - Human Resources Review

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Discovery Process

• Price Waterhouse study
• 20 documents selected randomly from 10,000
• Manual search
• 67 hours
• 15 of 20 documents found
• Document management system
• 4.5 seconds
• ALL 20 documents found
• Professionals spend 5-15 of their time reading
  information but up to 50 looking for it.

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Studies Show

• Companies spend about 10 of their revenue
  handling paper documents
• Documents Drain Corporate Resources, The Globe
  Mail
• The average gain in productivity with document
  imaging is 30
• The Future of the Document, Forbes ASAP

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Before a Solution

• What documents do we want to manage
• Invoices, Purchase Orders, Contracts, Easements,
  Engineering Drawings, Press Releases, Board
  Minutes, HR Documents, etc.
• Record or document
• Have we established our record retention
  schedules
• How are they used
• Who uses them
• What levels of security need to be considered
• Different users need different access rights

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State/Federal Retention Requirements

• Before investing in a solution, investigate State
  and Federal requirements
• Sarbanes-Oxley Act
• Gramm-Leach-Bliley Act
• FERC retention and disposition guidelines
• Emergency Response Plan (ERP)
• RUS Bulletin 180-2
• Solution performance
• Non-proprietary
• Storage medium
• Indexing approach
• System architecture
• File storage methodology

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Before Workflow Automation

• What processes do we want to automate
• Define ROI
• Define risk/error elimination
• How does the process work today
• Be ready for surprises
• What enterprise systems involved
• What level automation

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Before Historical Conversion

• What should we convert?
• Document retention
• How often is information accessed
• How quickly is conversion needed
• Who will do the conversion
• Outsource Conversion
• Rapid return but can be large investment
• Self convert as an initiative
• More time required but can be less costly
• Consider leasing high-end scanners versus buying
• Convert on demand

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Industry Trends

• More and more, organizations are embracing true
  web based applications.
• Cost of ownership
• Enterprise application integration
• Information availability
• Improved customer service
• Ease of use and administration
• Ease of installation and maintenance
  for a limited IT staff

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What is Microsoft .NET ?

• Strategy to connect information, people,
  systems, and devices through software
• Provides ability to quickly build, deploy,
  manage, and use connected, security-enhanced
  solutions with web services
• Microsoft Corporation

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What are Web Services?

• A Web Service is programmable application logic
  accessible using standard Internet protocols.
• Web Services are a powerful mechanism for
  integrating disparate IT systems and assets.
• Systinet Corporation

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• Web Services enable businesses to connect with
  customers, partners, and employees like never
  before.

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Web Forms

• Process automation and information management
• Collect information dynamically, manage it
  appropriately
• Collect information remotely

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Lets Put it All Together!

• Flexibility and empowering nature of .NET
  technology utilizing web services
• Many solutions are partially web-enabled,
  industry moving toward true web based
  applications
• Technology allows for the integration of
  enterprise systems more than ever before.
• Utilize INTERNAL resources not extensive
  consulting
• Improved efficiency
• Improved customer service
• Improved bottom line
• Importance of Content Management
• Business Process Automation

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To Sum It Up

• More and more, organizations are embracing true
  web based applications.
• Cost of ownership
• Enterprise application integration
• The sharing and management of information vital
  to an organization.
• The automation of a business process to increase
  efficiency through the use of enterprise software
  solutions.
• Workflow Automation
• System Integration
• Auditable processes and results

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To Sum it Up

• It truly is becoming a .NET world
• Ease of management
• Cost of ownership
• Ease of integration
• Ease of information sharing
• SAVE TIME AND MONEY !!!!