AIRLIFT®

ECM | Cloud

Shadrach White

Vision

• ECM as a set of principles applies in any

infrastructure scenario.

• Cloud provides a more secure and less

intensive support apparatus.

• Existing ECM solutions can be either

migrated or become extended to the cloud.

ECM Theory

• “E” Enterprise

• “CM” Adoption of a single repository for Content Management is a

myth.

• The value of content diminishes after transactions are completed.

• TCM – Transactional Content Management.

• 18% have achieved enterprise wide adoption of DM/RM system.• 75% have multiple ECM systems.• Only 3% have turned off their Network File Shares, although 34% are

keen to turn them off.• 61% reported that half of their content exists outside of legacy ECM,

stored in LOB systems like ERP.

ECM in a Mobile World

• PC Sales are projected to continue to decline 7.6% in 2013 over 2012.

• Tablet Sales are projected to steadily increase, 2013 set for 69% over 2012.

• Over half of those surveyed are comfortable with content being accessed on BYOD or company issued mobile devices.

• Only 11% of ECM users have mobile access to content.

ECM Pivot

• Mature: The technology has been deployed in most Fortune 1000 companies, Non-profit, and Government entities.

• Consolidation: Largely completed but some companies are still targets.

• Process Control: Most large deployments are very process and transaction centric. Insurance, Banking, Application Processing.

ECM - Traditional

• Document Management• Business Process Management• Records Management• Document Imaging• Web Content Management• Digital Asset Management

CCM - Collaboration

• File Sharing• Document Authoring• Social Business• Voice | Video• Polling | Ranking• Like | Trend

Scale & Access

• Cloud infrastructure and SaaS applications scale quickly.

• Multi-Tenant Architecture• Access to cloud apps is ubiquitous in a

mobile environment.• Standard authentication models are

available with SAML 2.0, OAuth and direct API.

Cloud Market $131B*

• Disruption: Every corner of business is being touched by emerging cloud technologies and products.

• Consumer Grade: It used to be that enterprise apps avoided a consumer style UX, that’s flipping 180%.

• Growth: will be exponential as services continue to mature.

*Gartner Study

Market Comparison

19801990

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20152020

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ECM

CLOUD

ECM

CLOUD

• ECM Software Market charted for $5.7B in 2015.

• Cloud BPaaS / SaaS charted at $57B.

$74B of market is Advertising, IaaS / PaaS.We don’t consider that part of the TAM for ECM.

Gaps & Opportunities

• Integration• Governance & Records Management• Document Imaging• Workflow• Metadata Model• eDiscovery

Case in Point

Legacy ECM SaaS eFormsSaaS

Collaboration

Marijuana Initiative

Background

• I-502 establishes precedent for growing, processing, retailing and possessing marijuana in the State of Washington.

• The State has legacy ECM and processes liquor licenses using Oracle.

• Truly paperless application processing was desired as a future state.

Current State

MJ Unit Rollout

Process Description

• Workflow Packages created in Oracle.• eForm Application package sent and WF

package placed in hold queue.• Applicant completes eForm.• eForm injected into existing workflow

package and routed to licensing specialist.

Process Map

Form Design Process

• Cloud collaboration was used to revise draft forms.

• All communication was real time, providing a more efficient form design process.

Form Sample

Data Fields

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• All application forms have been automated using electronic fields.

• This reduces the processing time and improves accuracy.

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• Applicants will agree to use an electronic business process.

• The process will be much quicker for everyone using the electronic forms.

Dynamic Fields

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• Common Fields like Applicant Name will replicate.

• This will reduce double data entry for Applicant(s).

Electronic Signature

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• Applicants will adopt a legal electronic signature.

• This signature will be used throughout the electronic business process.

AIRLIFT®

• License Specialist selects forms to send to Applicant.

• Applicant receives email with link to all electronic forms.

• Completed forms are archived to ORACLE IPM and routed through workflow

Key Points

• Applications are born and remain digital throughout the process.

• Existing legacy ECM solution leveraged.• New cloud eForms solution integrated.• IT becomes familiar with cloud apps as a

stepping stone to a future state.

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What we are achieving

✦ Eliminate paper handling. - Or at least highly reduced.✦ Modern, mobile workflow. - all documents are linked

together.✦ Readable documents. - no more handwritten documents.✦ Get exactly what we want. - required fields!✦ BONUS! Big data. - business analytics can drive future

licensing rules.

Future State

• Replace Legacy ECM solution• Cloud Workflow• Cloud Storage• Responsive UX Design

• Considerations: records management, managed metadata model, natural language search.

LS3

Applicant(s)

Scan Operator

DocuSign

Blank Forms

Box

SignedForms

ImageIndex Letters

Force.com

Workflow Process

BLS Record

Enforcement

Firewall

BLS Feed

BrowserEmail

BrowserEmail

HTTPSAPI

HTTPSAPI

Offer Code 50% Off ( WKERLSE )

Release Date November 22, 2013