Easy ECM Solutions - ECM Renovation Roadshow
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Transcript of Easy ECM Solutions - ECM Renovation Roadshow
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EasyECM
Increasing User Adoption (of ECM)
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Today’s Discussion Today’s ECM Challenges
User Adoption
(“ECM Avoidance”)
Cost & Complexity (of Document Processing)
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Control & Compliance
• The Dropbox (or Box.net) Problem • The Shared Drive Problem • Email is not ECM!
• The Sharepoint (RM) Problem
= The ECM User Adoption Problem
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http://blogs.alfresco.com/wp/connected-enterprise-survey-results/
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The ECM Tug of War
Users
• Easy to Learn • Easy to Use
• Easy to Share • Email & Office Integration
• Enterprise Search • Productivity
Enterprise IT
• Secure • Compliant (RM)
• Simple to Implement • Simple to Integrate • Flexible & Scalable
• Upgradable • Cost Effective
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How to Solve It?
“An ECM System that Works How I Do” • With the Tools I Use Today
• Helps Me Find Information in Content Chaos • Easy to Collaborate – Both Internal & External
• Where I Work, With My Device
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The Answer: EasyECM
Simple + Smart
• Collaboration • Internal & External • “Easy as Dropbox”
• Business Processes • Simple Create, Review, Approve • Enterprise Search • Powerful (and Hidden) Rules & Behaviors • Document Assembly
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Introducing EasyECM
Connected & Controlled
• Enterprise Integration • Email & Office Tools • Capture, Viewer • ERP / CRM • “Domain Specific” (Legal, HR, Finance)
• EasyRM
• Connecting Creators with Compliance
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Lessons Learned from Case Management
What are “Cases”? “Right Content, at the Right Time, for the Right Person” • Contracts Management, Legal, HR, Applications • Time-Based • Role-Based • Dynamic Views
= Easy Introducing Alfresco Workdesk
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Business Roles & Dynamic Views
HR
Legal
Finance
Personalization
Business Roles Alfresco"
Content Repository
Workdesk enables you to see the right content, at the right time, based on your business
role.
Standard Alfresco Share web & mobile views
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EasyECM"Case Study
Corporate Legal Department at one of the world’s largest & most successful companies
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Requirements & Constraints Easy & Feature Rich No Training Required
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Build vs. Buy Decision
Two Failed Build From Scratch Projects
Nothing on Market Addresses All Departments
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Problem: Not Easy to Find Email (Millions of Emails) File Share (Millions of Files)
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Problem: Not Secure
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So Why Do We Use Them?
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Solution Overview
Three Month Initial Implementation Zia’s Roadmap - Focused Assessment Zia’s Agile Delivery Alfresco Workdesk Alfresco Enterprise 3 Departments Assessed 1 Department Went Live
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Mergers & Acquisitions Create Project���From NDA
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Mergers & Acquisitions Taxonomy ���Created From NDA
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Mergers & Acquisitions
Drag & Drop NDA from Desktop
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The Results – Simple
No Training Required • Only 3 min videos
Tools That Work The Way I Do • Office Tools (Word & Adobe & Google Docs) • Email
Adopted Worldwide • 70:700:1000+ • Millions of Files Moved from Shared Drives / Email
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The Results - Smart
Role Based • Highly Customized By Department and Role
Rules & Behaviors • Process Without Workflow • Heavy Lifting Behind The Scenes
Upgrades Much Easier • UI is Configured, Not Customized • Several Major Upgrades Applied
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How to Solve It?
“An ECM System that Works How I Do” • With the Tools I Use Today
• Helps Me Find Information in Content Chaos • Easy to Collaborate – Both Internal & External
• Where I Work, With My Device
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Simple: With the Tools I Use Today
• Email Integration • Email documents into
repository • Drag & drop from email • Send & file • Email + Workflow
• Office, Adobe, Google Docs • Direct access to content and
meta data • Search, Create, Edit • No installation required
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Let’s Talk about Sharepoint
• Collaboration Tool of Choice
• How to Manage?
• Work with (not against)
• Just Another Tool for “Content Hub”
• Automate RM Process • Autoclassification • Retention & Disposal Policies • Legal Holds
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Finding Information in “Content Chaos”
What we can learn from Case Management: • Role-Based • Time-Based • Dynamic Views • Automated Workflow • Tasks & Reminders
• “What I need, When I need it” • Document Assembly (Clause Library)
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Simple Search
• It isn't exactly Google, but it works as well. • Your search terms, our enterprise search.
eDiscovery • Managed with full text search • Keyword and term search • Easily place holds on documents • Find based on date ranges or topics
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• Internal Collaboration • Share Sites • Integrated with your Business Process
• External Collaboration • Secure Client Portal / Site • Simple Cloud Sharing
Simple Collaboration: “As Easy as Dropbox or Box.net”
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Work Anywhere: What’s Needed?
Secure Mobile ECM Mobile Case Management
• Role-Based • Dynamic Views • “Relevant” Information
Simplify IT • Manage and Deploy • Configured, not Customized
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• Corporate Legal • Human Resources • Corporate Finance
• Sales, Channels, Marketing, Support • And more…
EasyECM Where else?
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Demo!
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Questions?