Business Drivers for Document Management

Business Drivers for Document Management

C A & R i l• Content Access & Retrieval

• Doing more with fewer resources• Doing more with fewer resources

• Compliance & risk reductionCompliance & risk reduction

• Managing content throughout its lifecycle

Business Drivers

Business Drivers

Document Management Priorities

Comprehensive RepositoryComprehensive Repository

Enterprise Applications

Paper Documents & Files

MailGraphics, Video, &

Blueprints & Photos Applications& Files

El t i D t

Audio

CONTENT SOURCESFax

Electronic Documents

Email

Web Pages

FormsReports XML & Meta DataPrint Output FormsPrint Output

Move away from Clerical Tasks

• High Value – Requires the employee’s to use their skills to

make a decision or perform an action. Provides the most valuable use of an employee’s timethe most valuable use of an employee s time.

• Low Valueo a ue– Necessary activity, but does not require employee

to use their skills make a decision or perform an ti P id th l l bl faction. Provides the lease valuable use of an

employee’s time.

Value of Workflow

Improve Testing Process

CHALLENGES

Lab

• Paper patient requisitions/doctors’ orders bogged down testing process and created inefficiencies in billing department

• Printouts of lengthy administrative reports (General Ledger, Fixed Assets & Lab) were needed for collaboration

SOLUTION• Computer forms & reports are now imported into OnBase in a nightly

process • Requisitions are sorted and scanned immediately; barcodes andRequisitions are sorted and scanned immediately; barcodes and

database lookups eliminate data entry

BENEFITS• Doing more with less; OnBase is a big part of a staff reduction from 9 to

4 i billi d4 in billing department• No more copies of EOBs needed for cash application• Billing dept. staff don’t have to leave the desk to manage the process!!• Central repository for other documents (AP invoices, EOBs, contracts,

leases)leases)

Process Automation

• Claims

– Entry of initial claim report into Administration system (integrated with third party system)(integrated with third party system)

– Automation of faxing attorney assignments (integrated with third party system)

f– Benefits• 90% hands off processing for initial claim setup• Improve reinsurance process by expedited entry into

Administration System (Oasis)

PICA—Doing More with Less

• Business Case: Some expense reduction, but looking to O B i blOnBase as an expansion enabler– Capable of expanding business portfolio without

significant expansion of staff

• FTE savings– 1 FTE savings in claims area (Approx. $40,000)g ( pp , )– 2 FTE savings for regulatory rate approval process

(Approx. $70,000)

• Improve Customer Service– Increased customer retention

I d d ti ti bilit– Improved production reporting capability– Claims, PHS, and New Business efficiencies

Eliminate Paper Creation

• Order entry/accounts receivable process created over 90 bankers’ boxes of information in a year (staff were printing off invoices generated by Infinium e-mail correspondenceoff invoices generated by Infinium, e-mail correspondence, etc.)

• 90% of project was focused on electronic documents• Infinium invoices & reports are now imported into OnBaseInfinium invoices & reports are now imported into OnBase• Outlook integration allows direct import of messages tied to

a specific order• All documents are linked together with Order #All documents are linked together with Order #• Simple, flexible integration with Infinium ERP software

• Staff don’t have to leave the desk to manage the process!!

Back Office Automation

• 69,000 employees (113% turnover rate with hourly employees)

• Process 130,000 invoices/month• Add 30 stores per year without increasing staff• Eliminated duplicate invoice paymentsEliminated duplicate invoice payments• Take advantage of all early pay discounts• Simple, flexible integration with Infinium ERP software

H d d i t L l T R l E t t• Have expanded into Legal, Tax, Real Estate…

Incentive

**$1 000 Software Voucher towards purchase of$1,000 Software Voucher towards purchase of $5,000 or greater module between now and 7-31-07

D t i l d i tDoes not include maintenance

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