ENTERPRISE SOLUTIONS KEYMARK INC. | MAY 22, 2014 | GREENVILLE, SC
Nov 22, 2014
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– [email protected]
• And Kami!– Kami Turner– 864-343-0320– [email protected]
THANKYOU!