horizons 2014 - enterprise solutions

ENTERPRISE SOLUTIONS KEYMARK INC. | MAY 22, 2014 | GREENVILLE, SC

ADVANTAGES, OPPORTUNITIES AND

CONSIDERATIONS

Enterprise Advantages

• Uniform representation of data. • Ability to focus workers who used to handle

data entry on organizational improvements using the data available through enterprise ECM.

• Improved reporting and increased visibility across the organization for senior management.

Who benefits company-wide?

• Department managers attain the same benefits you have.

• C-Level executives gain increased visibility and see communication across departments.

• Every end user - It can be underlying with LOB App as the user interface. Or, it can be a common user interface enterprise-wide.

Enterprise Opportunities to Consider

• You have the seats covered now and moving forward.

• From here, you research functionality and only add server modules to expand your capabilities.

• If you have AP, evaluate HR (and vice versa). If you have an LOB solution evaluate Back Office.

LICENSING

Enterprise Licensing – OnBase

• Based on number of employees– Must be auditable

• 10% growth clause• Access, workflow, workview or all/some/one

of the above.

Enterprise Licensing – Capture

• Regardless of your capture product, licensing is based on volume.

WHY TAKE AN ENTERPRISE APPROACH?

• Break down information barriers between departments

• Break down information barriers between departments

• Truly implement document retention policies

• Break down information barriers between departments

• Truly implement document retention policies• Reduce Risk

• For all the reasons you implemented a departmental solution

• For all the reasons you implemented a departmental solution– Process Automation and Optimization– Control– Content Reuse– Information Integrity

• For all the reasons you implemented a departmental solution– Ease of Access– Compliance– Cost Reduction– Customer and Employee Satisfaction

WHY NOW?

• Competitive landscape

• Competitive landscape• Leverage the software and infrastructure

investment you’ve already made

• Competitive landscape• Leverage the software and infrastructure

investment you’ve already made• Leverage the investment in human capital

you’ve already made

HOW DO I GET THERE?

• The three P’s

• The three P’s– Processes

• The three P’s– Processes– People

• The three P’s– Processes– People– Partners

Processes

• Ideally, you already have a clear definition of your business processes – Complexity– Business value– Regulatory and compliance constraints– Impact on people

Processes

• Ideally, you already have a good definition of your business processes

• Realistically, most people have a good idea of what processes exist and a subjective view of value the value of each

Processes

• In order to be effective, you simply need to have a process for identifying and defining processes that are a fit for ECM– The Goldilocks Principle

Processes

• Identify processes that are not too difficult and not too simple

Processes

• Identify processes that are not too difficult and not too simple

• Identify processes where automation can have a significant business impact and quantify it.

Processes

• Identify processes that are not too difficult and not too simple

• Identify processes where automation can have a significant business impact and quantify it.

• Get business buy in from the top down.

Processes

• Measure your success

Processes

• Measure your success• Leverage past successes and move on

People

• Your team is the most important factor in your ability to be successful

People

• Build a team that is capable and self-sufficient

People

• Build a team that is capable and self-sufficient– At least two people to start with, but three or four

would be better

People

• Build a team that is capable and self-sufficient– At least two people to start with, but three or four

would be better– Train them – System Administration, Workflow

Design

People

• Build a team that is capable and self-sufficient– At least two people to start with, but three or four

would be better– Train them – System Administration, Workflow

Design– Train them some more – OnBase API, Supporting

OnBase, Workview

People

• Build a team that is capable and self-sufficient– Add a business analyst to the mix

People

• Build a team that is capable and self-sufficient– Add a business analyst to the mix– Make use of other available assets – OTTC,

TechQuest, Premium Training, Hyland Communities

People

• Build a team that is capable and self-sufficient– Add a business analyst to the mix– Make use of other available assets – OTTC,

TechQuest, Premium Training, Hyland Communities

– User Groups, Networking Opportunities

Partners

• Lean on your partners when needed

Partners

• Lean on your partners when needed– Technology Updates

Partners

• Lean on your partners when needed– Technology Updates– Support Services

Partners

• Lean on your partners when needed– Technology Updates– Support Services– Consulting Services

Partners

• Lean on your partners when needed– Technology Updates– Support Services– Consulting Services– Turnkey Projects

Partners

• Lean on your partners when needed– Staff Augmentation

NEXT STEPS

Free Two-Day Assessment

• BPM Group will come onsite (you pay travel only) and evaluate your potential success with the enterprise model.

• Includes evaluation of department uses and core LOBs.

• Can assist with ROI evaluation.

Contact Your Account Manager• Your account manager is here to help you.• So am I:

– Victoria Pruitt– 864-343-0341– Victoria.pruitt@keymarkinc.com

• And Kami!– Kami Turner– 864-343-0320– Kami.turner@keymarkinc.com

THANKYOU!