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Digital Transformation Strategy
2-20-2020
2 | Company Confidential © 2019 Upland Software, Inc.
Blake Gilmore is a digital native who helps organizations to achieve their digital
transformation goals through process consulting and software. As the Director of
Implementations for Upland-FileBound, Blake has guided more than 100 clients on
their journey of transformation and uses that experience to help individuals better
understand the impacts of technology on their organization. Blake will help you navigate
the jargon, explain the significance to leadership, and create a roadmap to
transformational digitization. With a long history of work in the IT industry, Blake now
serves as the Director of Product Management for Upland’s Document Workflow Cloud,
a suite of Document Lifecycle Automation tools that improve productivity and reduce
cost by providing capabilities to digitize, organize, automate, integrate, analyze, and
optimize high-volume processes.
About the Presenter
Industrial Revolution
A period of technological revolution and increased productivity that fundamentally reshapes almost every aspect of daily life.
4 | Company Confidential © 2020 Upland Software, Inc.
1780 1870 1969 TODAY
First Industrial Revolution
Mechanization & Steam Power
Second Industrial
RevolutionMass Production &
Electrical Power
Third Industrial
RevolutionAutomation, Computers &
Electronics
Fourth Industrial Revolution
Cyber-Physical Systems, Big Data, Internet of Things
Industrial Revolutions
How does an organization thrive in the fourth industrial
revolution?
Digital Transformation
The act of fundamentally transforming an organization to enable it to adapt to rapid changes.
The State of Content Management
79%Of organizations
feel that Digital
Transformation is
important to the
future of their
organization.
Most desired content services
capabilities:
content integration into core business processes
flexible and hybrid deployment
built-in RM capabilities
automated categorization and classification
44%
39%
36%
35%
The State of Content Management
>50% 70% 58%More than 50% of
organizations see
automation of compliance
and governance as “highly
important” or “a deal
changer,” but for 70% of
them, key governance
processes remain less
than 50% automated.
Of organizations believe
that “Information
Governance is better sold
indirectly — as a
byproduct of
automation and
customer experience —
than head on.”
Organizations are
clearly pivoting their
priorities toward
processes and
analytics, and content
services is becoming a
commodity
9 | Company Confidential © 2020 Upland Software, Inc.
Content Management
Digital Documents
Document Management
Records Management & Preservation
Capture
Process Management
Automated Workflow
Case Management
Data Integration
Data Management
Data Extraction, Recognition & Standardization
Reporting & Analytics
Automated Insights
Personal Data
Industry Convergence
Content Lifecycle
11 | Company Confidential © 2019 Upland Software, Inc.
+ Case management
+ Transcript request
+ Permitting
+ HR On-boarding
+ HR Off-boarding
+ Online Student Enrollment
+ Employee Contracting
+ Vendor Contracting - NDA
+ Yearly Training – Bloodborne Pathogen & Discrimination/Harassment
+ Application Request
+ Capital Outlay
+ Capital Expenditure/Project Initiation and Approval
+ Pre-Travel Request
+ IT Orientation
+ Suicide Intervention
+ Student Safety/harassment
+ Bus Request
+ Family Access Request
+ Request for Records
+ Food Service Refund
+ McKinney-Vento Verification
+ Invoice Approval
+ Employee review
+ Grant management
+ Admissions
+ Business Plan Review
+ Utility service workorders
+ New service request (Utilities)
+ Expense Report
+ Office supply request
+ Resource Request
+ Meeting Room Resource Request
+ Field Request
+ Equipment Request
+ Maintenance Request
+ IT/Software Request
+ Applicant processing - New Hire
+ Personnel status change / Action Form
+ School permission forms
+ Student medical forms
+ Notification of separation from employment
+ Guidance counselor meeting request
+ Loan application/loan processing
+ Employee Complaint/Harassment
+ Purchase Requisition/Procurement
+ Accounts Payable Processing
+ New Vendor Selection and onboarding
+ Sales order processing & fulfillment
+ Trade show materials request
+ Business Tax applications
+ Asset Disposal request
+ Leave Request/Time off
+ Request for PCard (purchasing card)
+ Requisition for new position
+ Tuition reimbursement
+ Helpdesk Request
+ Transcript Request
Document Lifecycle Examples
13 | Company Confidential © 2019 Upland Software, Inc.
Digital Transformation Strategy
14 | Company Confidential © 2020 Upland Software, Inc.
Create an agile organization that can adapt to quickly changing market pressures.
Digitize your Operating Platform
Change Culture
Empower Employees
15 | Company Confidential © 2020 Upland Software, Inc.
Digitize Your Operating Platform
Identify your existing tools and software in use.
Identify gaps in technology/tools you might need to acquire.
Identify current and past digitization efforts.
Identify recurring business processes.
Labor/Time Intensive
High Customer Visibility/Impact
Competitive/Industry Analysis
Set operational goals and execute
16 | Company Confidential © 2020 Upland Software, Inc.
Establish a Change Culture
Organizational culture must celebrate change.
Implement small. It is okay to fail small.
Establish a feedback loop.
Eliminate resistance.
Remove unnecessary complexity.
Focus on outcomes. Define WHY before you define WHAT.
17 | Company Confidential © 2020 Upland Software, Inc.
Empower Employees
Everyone is in the IT department.
Everything is on the table.
Leadership must be actively involved.
Everyone contributes to process improvement.
18 | Company Confidential © 2019 Upland Software, Inc.
Building Solutions: Content Lifecycle Discovery
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Document Lifecycle Discovery
Document Stakeholders
Document Current Process
Document Primary Outcomes & Matching Success Factors
Success Factors Inform Implementation Decisions
20 | Company Confidential © 2019 Upland Software, Inc.
Document Lifecycle Framework
Implement In Stages
Automate the most frequent or time consuming tasks first
Build from a Document Lifecycle Framework
21 | Company Confidential © 2019 Upland Software, Inc.
Simplified Document Lifecycle
Capture RouteSearch & Retrieve
Archive & Delete
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Capture
How are documents and data added to the system?
Identify User Roles
Compile Sources
Identify Classification Methods
Focus on identifying & Documenting the source of Required Content & information
23 | Company Confidential © 2019 Upland Software, Inc.
Route
Who needs to see the information now?
Identify User Roles
Identify required information & actions
Identify “outliers”, but automate the most common Paths
Focus on who and what systems need to interact with the information
24 | Company Confidential © 2019 Upland Software, Inc.
Search & Retrieve
How is content stored and retrieved?
Identify User Roles
Identify Required Metadata
Identify Storage Structure
Focus on who needs the content and how users will be looking for it
25 | Company Confidential © 2019 Upland Software, Inc.
Archive & Delete
When do we get rid of it?Identify user roles
Identify retention rules
Identify business records
Focus on making sure we have the necessary metadata to know when to delete
26 | Company Confidential © 2019 Upland Software, Inc.
27 | Company Confidential © 2019 Upland Software, Inc.
+ Case management
+ Transcript request
+ Permitting
+ HR On-boarding
+ HR Off-boarding
+ Online Student Enrollment
+ Employee Contracting
+ Vendor Contracting - NDA
+ Yearly Training – Bloodborne Pathogen & Discrimination/Harassment
+ Application Request
+ Capital Outlay
+ Capital Expenditure/Project Initiation and Approval
+ Pre-Travel Request
+ IT Orientation
+ Suicide Intervention
+ Student Safety/harassment
+ Bus Request
+ Family Access Request
+ Request for Records
+ Food Service Refund
+ McKinney-Vento Verification
+ Invoice Approval
+ Employee review
+ Grant management
+ Admissions
+ Business Plan Review
+ Utility service workorders
+ New service request (Utilities)
+ Expense Report
+ Office supply request
+ Resource Request
+ Meeting Room Resource Request
+ Field Request
+ Equipment Request
+ Maintenance Request
+ IT/Software Request
+ Applicant processing - New Hire
+ Personnel status change / Action Form
+ School permission forms
+ Student medical forms
+ Notification of separation from employment
+ Guidance counselor meeting request
+ Loan application/loan processing
+ Employee Complaint/Harassment
+ Purchase Requisition/Procurement
+ Accounts Payable Processing
+ New Vendor Selection and onboarding
+ Sales order processing & fulfillment
+ Trade show materials request
+ Business Tax applications
+ Asset Disposal request
+ Leave Request/Time off
+ Request for PCard (purchasing card)
+ Requisition for new position
+ Tuition reimbursement
+ Helpdesk Request
+ Transcript Request
Document Lifecycle Automation Use Cases
28 | Company Confidential © 2019 Upland Software, Inc.
Questions