Informa(on  Management  is  Hard  Guess  What?  Your  Customers  Don’t  Care  

Ed  McQuiston,  Sr.  VP  Global  Sales  &  Marke:ng    

The  Informa:on  Age  Computer  Age  –  Digital  Age  –  New  Media  Age  

We’re  not  in  an  informa5on  age  anymore.  We’re  in  the  informa5on  management  age.  

-­‐  Chris  Hardwick,  Nerdist  

Solving  the  ECM  Puzzle  

The  Informa(on  rEVOLUTION  

Consumeriza(on  

Founda5onal  Solu5on  

To  build  a  founda5onal  ECM  solu5on,  you  could  use  any  product  

Check  In  /  Check  Out  

File  Import  

Search  

Basic  Workflow  

E-­‐Forms  

Content  Types    

Collabora5on  

Revision  Control  

Check  In  /  Check  Out  

File  Import  

Search  

Basic  Workflow  

E-­‐Forms  

Content  Types  

Collabora5on  

Revision  Control  

Desktop  Scanning   High  Volume  Scanning   Forms  Processing   Barcode  

Recogni5on  

Back  File  Conversions     COLD  Processing   Import  XML  

streams   Fax  Integra5ons  

Significant  Business  Processes  

Intelligent  folder  crea5on  

Digital  Signatures  stamps  

Electronic  Signature  pad  capture  

Auto-­‐generate  docs  from  templates  

Auto-­‐generate  image  statements  

Image-­‐Enable  other  applica5ons  

Easy  to  read  history  log  reports  

Extract  for  Data  Warehousing  

Check  Import  Processor  

Import  HL7  Messages  

Real-­‐5me  business  ac5vity  repor5ng  

Manage  Physical  Records  

Enterprise  is  Much  More  Challenging  

Kiosk  Interface  

Check  In  /  Check  Out  

File  Import  

Search  

Basic  Workflow  

E-­‐Forms  

Content  Types  

Collabora5on  

Revision  Control  

Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App  

Custom  Code   Third  Party  App   Custom  Code   Third  Party  App  

Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App  

Custom  Code   Custom  Code   Custom  Code   Custom  Code  

Custom  Code   Third  Party  App   Custom  Code   Custom  Code  

Third  Party  App  

Silos  and  Services  

Custom  Code  

Check  In  /  Check  Out  

File  Import  

Search  

Basic  Workflow  

E-­‐Forms  

Content  Types  

Collabora5on  

Revision  Control  

Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App  

Custom  Code   Third  Party  App   Custom  Code   Third  Party  App  

Third  Party  App   Third  Party  App   Third  Party  App   Third  Party  App  

Custom  Code   Custom  Code   Custom  Code   Custom  Code  

Custom  Code   Third  Party  App   Custom  Code   Custom  Code  

Third  Party  App   Custom  Code    Mul5ple  Vendors  =  Mul5ple  Contracts  

 Upgrade  Landscape  =  A  Nightmare  

 Shopping  and  researching  for  each  new  component  

 Custom  Code  to  5e  everything  together    

Desk  intrays  

Remote  offices  

File  cabinets  &  offsite  storage  

Registra5on  desk  

Mailroom  

Paper  documents   Electronic  data  &  informa(on  

File  shares  

Email  &  faxes  

Mobile  

Mainframes  &  data  streams  

Department  applica5ons  

Personalized   Integrated   Mobile   Offline   Extended  

Screen-­‐level   Data-­‐level   Enterprise  applica5ons   Produc5vity  tools  

Integra(on  tools   Purpose-­‐built  integra(ons  

SAP  SAP  Archive  Link  

Access  related  content  within  SAP  screens  

SAP  Users     Non-­‐SAP  Users    

Interact  with  SAP  processes  

Outlook  

Mobile  

Mul:-­‐channel  capture  

ERP   CRM   HRIS   Home  Grown  Applica5on  

ERP   HRIS   CRM   Home  Grown  

Firewall  

Surface  content  &  processes  to  internal  users  

Intelligent  Data  Capture  

Synchronize  data  throughout  processes    

Secure  access  for  external  par:es  

Customer/  Vendor  Portals  

Auditor  Access  

Share  &  collect  documents  and  

forms  Enterprise  Informa5on  Pla`orm  

integra(on  hub  

ERP   HRIS   CRM   App   OnBase   Mobile   Outlook  

Email  &  faxes  

Mobile  Capture  

Mainframes  &  data  streams  

Scanning   EFSS  

Check  In  /  Check  Out  

File  Import  

Search  

Basic  Workflow  

E-­‐Forms  

Content  Types  

Collabora5on  

Revision  Control  

Desktop  Scanning   High  Volume  Scanning   Forms  Processing   Barcode  

Recogni5on  

Back  File  Conversions     COLD  Processing   Import  XML  

streams   Fax  Integra5ons  

Significant  Business  Processes  

Intelligent  folder  crea5on  

Digital  Signatures  stamps  

Electronic  Signature  pad  capture  

Auto-­‐generate  docs  from  templates  

Auto-­‐generate  image  statements  

Image-­‐Enable  other  applica5ons  

Easy  to  read  history  log  reports  

Extract  for  Data  Warehousing  

Check  Import  Processor  

Import  HL7  Messages  

Real-­‐5me  business  ac5vity  repor5ng  

Manage  Physical  Records  

Is  this  the  right  solu5on?    

Kiosk  Interface  

Check  In  /  Check  Out  

File  Import  

Search  

Basic  Workflow  

E-­‐Forms  

Content  Types  

Collabora5on  

Revision  Control  

Desktop  Scanning   High  Volume  Scanning   Forms  Processing   Barcode  

Recogni5on  

Back  File  Conversions     COLD  Processing   Import  XML  

streams   Fax  Integra5ons  

Significant  Business  Processes  

Intelligent  folder  crea5on  

Digital  Signatures  stamps  

Electronic  Signature  pad  capture  

Auto-­‐generate  docs  from  templates  

Auto-­‐generate  image  statements  

Image-­‐Enable  other  applica5ons  

Easy  to  read  history  log  reports  

Extract  for  Data  Warehousing  

Check  Import  Processor  

Import  HL7  Messages  

Real-­‐5me  business  ac5vity  repor5ng  

Manage  Physical  Records  

Report  on  “missing”  documents  

Store  Documents  on  secure  devices   Kiosk  Interface  

Single  Pla`orm  Approach  

A  Pla`orm  is  More  Than  a  Brand  

Check  In  /  Check  Out  

File  Import  

Search  

Basic  Workflow  

E-­‐Forms  

Content  Types  

Collabora5on  

Revision  Control  

Desktop  Scanning   High  Volume  Scanning   Forms  Processing   Barcode  

Recogni5on  

Back  File  Conversions     COLD  Processing   Import  XML  

streams   Fax  Integra5ons  

Significant  Business  Processes  

Intelligent  folder  crea5on  

Digital  Signatures  stamps  

Electronic  Signature  pad  capture  

Auto-­‐generate  docs  from  templates  

Auto-­‐generate  image  statements  

Image-­‐Enable  other  applica5ons  

Easy  to  read  history  log  reports  

Extract  for  Data  Warehousing  

Check  Import  Processor  

Import  HL7  Messages  

Real-­‐5me  business  ac5vity  repor5ng  

Manage  Physical  Records  

Report  on  “missing”  documents  

Store  Documents  on  secure  devices   Kiosk  Interface  

Enterprise  Informa5on  Pla`orm  

 One  Vendor  =  One  Contract  One  Product  to  Upgrade  

Plug  and  Play  Each  New  Component  One  Code  Base  One  Database  One  Repository  

Thank  You