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ice: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rig 78 F. 602.678.1985 T.F. 800.676.4261 www.icmdocs.com Document Management 101 – Basics & Benefits .

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Page 1: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Document Management 101 – Basics & Benefits

.

Page 2: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

About ICM Document Solutions

22 years delivering document solutions

Document Lifecycle Management

Compliance and Risk Mitigation

800 customers globally

Microsoft® Certified Partner

ISO 9001:2008 Compliant

Page 3: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Agenda

• DMS: Document Management • Features• Collaboration• Cost• Compliance and Risk Mitigation• Security and Disaster Recovery• Deployment• Scalability

Page 4: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Solution

Corporate Offices

Finance

VendorsCustomers

HumanResources

Connect your organizations using electronic bridges . . .

Page 5: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Document Management System

1.W!. Willkhpoierpaiepotri

• Paperless• Process Compliance & Compliance

Process• Reduce overall costs• Enhance collaboration• Streamline organization• Risk mitigation

Page 6: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Document Management System

1.W!. Willkhpoierpaiepotri• Types• Function• Features• Benefits• Considerations

Page 7: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Adding Documents

• Paper Documents• Electronic Documents

Page 8: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Page 9: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Search and View

Search ability• Ease of use

Page 10: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Electronic Collaboration

Have you ever –

• Edited the wrong version of a document?

• Wiped out someone else's changes?

• Opened and saved the wrong file?

Page 11: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Cost of Manual Document Management

PeopleCost of filingLost filesEquipmentFootprintCustomer Service/SatisfactionInternal collaborationTotal costs

PeopleCost of filingLost filesEquipmentSpace/FootprintCustomer Service/SatisfactionInternal collaborationIntellectual Property

Finance

Engineering

Cust Svc

S/R

CEO/President

HR

Q/A

Sales

Marketing

IT

ProductionCosts

Profi

t

Proc

esse

s

Page 12: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Compliance: Documents are Compliance

• FAA• HIPAA• SAS 70• SOX• OSHA• Customs• DoD• ISO 27000

• State• IRS• ITAR• EEOC• FDA• FBI• ISO

“If you think compliance is expensive, try noncompliance.”

Former Deputy US Attorney General Paul McNulty

Page 13: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Risk Mitigation: Why we have Processes

Fraud Penalties Shareholder value Prison

think Enron, WorldCom

Page 14: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Security: A Necessity for DMS

Intellectual PropertyPersonnel RecordsRoles & PermissionsAudit trailRetention policiesSecurity Certifications

Page 15: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Deployment: Enterprise, Dept., Hosted

DeploymentSaaSIn-house serversTechnical resources

Page 16: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Scalability

Scalability• New Departments• New Locations• New Users• Integration points

Page 17: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Real ROI

• Time• Value• Results

Page 18: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Solution

Corporate Offices

Finance

VendorsCustomers

HumanResources

Connect your organizations using electronic bridges . . .

Page 19: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

Summary

• DMS needs to meet your Department and Organizational needs.

• Compliance to processes and risk management are factors

• Customize to each Department needs and users, compliance drives this.

• Features are for users to have collaboration, easier, reduce costs and

• DMS can be a big ROI

Page 20: Document management 101   slideshare

Corporate Office: 4320 E. Cotton Center Blvd, Suite 106 | Phoenix, AZ 85040 © 2010 ICM Document Solutions, All Rights Reserved.P. 602.678.1978 • F. 602.678.1985 • T.F. 800.676.4261 • www.icmdocs.com

For More Information

P: 602.678.1978TF: [email protected]

To request a copy of this presentation or for an invitation to next week’s webinar, please email: [email protected]

Contact us: