1630-1700 yashpal jain go digital with information content by open text

28 May 2014 – Dubai, UAE

Go Digital with Information Content

by

Yashpal Jain, Principal Solution Consultant

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Agenda

• Information Management Need

• OpenText - SAP Partnership & Solution Portfolio

• xECM in Business Content

• Employee File Management

• Vendor Invoice Management

• Regional Customers & Value Proposition

Information Management Need

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Structured vs. Unstructured Information U

nstru

ctu

red

- EIM

ER

P –

Str

uctu

red

ECM ERP

SCM

CRM

HCM

OM

CEM

BPM DX

IX

80% of Enterprise Information is Unstructured

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Explosive Growth In Content That Needs To Be Managed

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Compliance Regulations Are Constantly Evolving

involving Hefty Fines

Electronically Recorded

Monetary Claims Act

Fin. Services

SEC 17a-4 HIPAA

Canadian Electronic

Evidence Act

DoD 5015.2 Basel II/III

Capital Accord

Electronic Ledger

Storage Law

VERS

AIPA GDPdU & GoBS

& DOMEA

NF Z 42-013

Financial Services Authority

MoReq 2010

OSHA

Sarbanes-Oxley Act

Federal Rules of

Civil Procedure

FDA 21 CFR Part 11

EU Data

Protection

Directive

Pharmac./

Life Sci.

(21 CFR

Part 11)

Nota Fiscale

Normativa 3400, SBIF

Capitulo X, CNBV Articulo 052

Financial

Instruments

and Exch.

Laws (J-

SOX)

Insurance Business Act

Model IGA - FACTA

EU

Statutory

Audit and

Company

Reporting

Directive

(EuroSox)

Perelman wins $1.6 billion in case vs. Morgan Stanley Financier Ron Perelman won US $1.6 billion from Morgan Stanley after a judge said the firm had failed to turn over e-mails and other digital evidence in a lawsuit

“62% of large companies have at least one law suit filed against them with $20

million or more at stake.” Third Annual Litigation Trends Survey Findings,

Fulbright & Jaworski 2006

“[in 2006] for billion- dollar companies, the number of law suits soared to 556 cases, with almost half facing 50 new laws

suits per year.” Third Annual Litigation Trends Survey Findings,

Fulbright & Jaworski 2006

The costs to preserve, find and review electronic evidence, including e-mails, are astronomical…[in the case] Kentucky Speedway v. NASCAR, 2006 U.S. Dist., [expenses totaled] $3,000,000…in 5 months for e-discovery alone

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Surveys Validate Widespread Need for ECM in

Business Processes

Accounts payable (invoices)

Project management

Legal

HR

Sales/CRM

Maintenance/asset management

Customer service

Quality control

Case management

Procurement

0% 2% 4% 6% 8% 10% 12% 14%

In your organization, which

business process is currently

the most in need of integration

with content/document

management (N=120)

0% 10% 20% 30% 40% 50% 60% 70%

Improved storage management and resilience

Productivity benefits of linking documents and transaction workflows

Customer service improvement from immediate access to all related content

Knowledge-sharing benefits of universal staff access to information

Compliance benefit of consistent records management across all data

Higher level of quality, less mistakes from manual cross-reference

Commercial/strategic benefit of combined access to structured and unstructured data

Which of the following would you

say are the TWO biggest

benefits of linking ECM with ERP

and CRM (N=296)

Business Processes in

Greatest Need of Integration

with ECM

Greatest Benefits from

Integrating ECM with Business

Processes

AIIM White Paper Connecting ERP and ECM: Measuring the Benefits, 2010

SAP-OpenText Partnership

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PARTNERSHIP – Unique for the Customer & Best in

Industry

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OpenText Suite for SAP

xECM in Business

Putting Content in Context of Business

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Enabling Business Transformation

with ECM for SAP

Procurement

Excellence

Production

& Operation

Excellence

Customer

Excellence

Human

Resources

Excellence

Financial

Excellence

Information

Technology

Excellence

content -enr iched business processes

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Combining the power of SAP, Extended ECM and

SharePoint

ERP Content

Financials, HR, Suppliers,

Assets, IT / Archiving

ECM Content

Documents / Records,

Paper, Web Sites, …

ECM User SAP User

Integrated

Workspaces

SharePoint Content

Collaborative Content,

Projects, Communications

SharePoint User

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Workspaces – SAP User Experience Business

Workspaces

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Workspaces – CS User Experience Business

Workspaces

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Example: Workspace in MS Windows®

Windows Integration of

Extended ECM

Full ECM capabilities with

document preview, document edit

in MS Office, versioning, audit,

metadata, etc.

Complete SAP

hierarchy (e.g. FLOC,

EQUI) is automatically

available as Windows

folder structure

Windows &

Office

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Extended ECM in Microsoft Outlook®

Drag & Drop

E-Mails from Outlook

to Workspaces

of Extended ECM

Full ECM capabilities with document

preview, document edit in MS Office,

versioning, audit, metadata, available

in MS Outlook

Complete SAP

hierarchy (e.g. FLOC,

EQUI) is automatically

available as Windows

folder structure

E-Mail

Client

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SharePoint User Interface for SAP Business Workspaces

Business Workspace

content displayed in

Enterprise Library

Web Part

Link to SAP GUI,

Business Relationships,

Recent Changes

displayed in Widget

Web Part

SAP metadata information

displayed in Widget Web Part

SAP Employee File Management by OpenText

Enable HR to Focus on People and Strategy

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SAP Employee File Management : In Nutshell

Capture:

Scan, Drag & Drop

Barcode,

eMail, Self-Service

Upload , Mass Import.

Flexible

Folder Structure

HR Processes,

Follow Up, Workflow

Secure Archiving

Integration of SAP

Documents and SAP

Interactive Forms by

Adobe

Guest -User

Access

SAP GUI Retrieval

for HR Professionals

Secure Deletion

and Retention

Management

Web Access for HR

Professionals, Manager

& Employee Self Service

Activity Logging

SAP Employee

File Management

Employee

Interaction Center Reporting

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User Experience

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Reporting for HR Documents and Employee Files

Result list:

No document available

Document available but no longer valid

Document available and valid

Display

Results as bar

chart

SAP Vendor Invoice Management by OpenText

Streamlining Accounts Payable

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OCR Option for

SAP Invoice

Management

Payment

SAP Invoice Management

Invoice

Recognition

Invoice

Processing

FAX

Paper

Pay

ERP (FI/AP)

Document Archiving & Viewing

Email

Automated reconciliation and posting

e-Invoice Channel

e.g. Ariba® Network

XML

OT Batch Pipeline

Document

Scan

e.g. SAP

Archiving -

Enterprise

Scan

e.g. SAP Archiving by Open Text

Document Archiving & Viewing

Vendor Invoice Management Process

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OCR data completion: Invoice Header Data

High productivity

handling OCR

exceptions using

synchronized

image and data

views

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Actions Depend on the User Role

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Key Process Analytics

Customers and Value Proposition

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Qatar Amiri Guard

Regional Customers

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Why SAP-OpenText

The only one-stop-shop solution from your landscape vendor:

Open Text is SAP and SharePoint’s premium Enterprise Content Management vendor

Productized integration between SAP, SharePoint and Open Text Enterprise Content Management

The only DoD 5015.2 certification for Records Management paired with SAP, SharePoint

Reduced cost of operation

No integration risk – this not available from any other vendor

No maintenance risk – one source of customer support, service packs and upgrades

The only ECM SAP-Premium Qualified certified solution

Entire Engineering solution stack is built on same ECM foundation layer

Grows along your business needs:

Joint development on Research & Development investment and co-innovation

Supports multiple back ends (SAP, non-SAP)

Supports multiple languages

Future proof – will work with future SAP Enhancement Packs and ERP releases

© 2014 SAP AG or an SAP affiliate company. All rights reserved.

Thank you

Contact information:

Yashpal Jain

Principal Solution Consultant

yjain@opentext.com

+971506002209