Horizons 2014 - Enterprise Solutions

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Information about Horizons 2014 - Enterprise Solutions
Software

Published on May 28, 2014

Author: KeyMark

Source: slideshare.net

Description

How Enterprise Solutions Break Silos, Increase Communication and Improve Customer Service

Presenters:
Cameron Boland
Vice President of Operations
KeyMark Inc.

Victoria Pruitt
Vice President of Sales
KeyMark Inc.

This presentation covers interdepartmental benefits of an enterprise implementation, including costs, communication, transparency, etc. Learn why stakeholder involvement through the buying process is critical to collaboration and a successful solution. You’ll also gain understanding of enterprise licensing, tactics for successful end-user rollout, and effective enterprise support.

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 – Victoria.pruitt@keymarkinc.com • And Kami! – Kami Turner – 864-343-0320 – Kami.turner@keymarkinc.com

THANK YOU!

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