Download - Easy ECM Solutions - ECM Renovation Roadshow
EasyECM
Increasing User Adoption (of ECM)
Today’s Discussion Today’s ECM Challenges
User Adoption
(“ECM Avoidance”)
Cost & Complexity (of Document Processing)
Control & Compliance
• The Dropbox (or Box.net) Problem • The Shared Drive Problem • Email is not ECM!
• The Sharepoint (RM) Problem
= The ECM User Adoption Problem
http://blogs.alfresco.com/wp/connected-enterprise-survey-results/
The ECM Tug of War
Users
• Easy to Learn • Easy to Use
• Easy to Share • Email & Office Integration
• Enterprise Search • Productivity
Enterprise IT
• Secure • Compliant (RM)
• Simple to Implement • Simple to Integrate • Flexible & Scalable
• Upgradable • Cost Effective
How to Solve It?
“An ECM System that Works How I Do” • With the Tools I Use Today
• Helps Me Find Information in Content Chaos • Easy to Collaborate – Both Internal & External
• Where I Work, With My Device
The Answer: EasyECM
Simple + Smart
• Collaboration • Internal & External • “Easy as Dropbox”
• Business Processes • Simple Create, Review, Approve • Enterprise Search • Powerful (and Hidden) Rules & Behaviors • Document Assembly
Introducing EasyECM
Connected & Controlled
• Enterprise Integration • Email & Office Tools • Capture, Viewer • ERP / CRM • “Domain Specific” (Legal, HR, Finance)
• EasyRM
• Connecting Creators with Compliance
Lessons Learned from Case Management
What are “Cases”? “Right Content, at the Right Time, for the Right Person” • Contracts Management, Legal, HR, Applications • Time-Based • Role-Based • Dynamic Views
= Easy Introducing Alfresco Workdesk
Business Roles & Dynamic Views
HR
Legal
Finance
Personalization
Business Roles Alfresco"
Content Repository
Workdesk enables you to see the right content, at the right time, based on your business
role.
Standard Alfresco Share web & mobile views
EasyECM"Case Study
Corporate Legal Department at one of the world’s largest & most successful companies
Requirements & Constraints Easy & Feature Rich No Training Required
Build vs. Buy Decision
Two Failed Build From Scratch Projects
Nothing on Market Addresses All Departments
Problem: Not Easy to Find Email (Millions of Emails) File Share (Millions of Files)
Problem: Not Secure
So Why Do We Use Them?
Solution Overview
Three Month Initial Implementation Zia’s Roadmap - Focused Assessment Zia’s Agile Delivery Alfresco Workdesk Alfresco Enterprise 3 Departments Assessed 1 Department Went Live
Mergers & Acquisitions Create Project���From NDA
Mergers & Acquisitions Taxonomy ���Created From NDA
Mergers & Acquisitions
Drag & Drop NDA from Desktop
The Results – Simple
No Training Required • Only 3 min videos
Tools That Work The Way I Do • Office Tools (Word & Adobe & Google Docs) • Email
Adopted Worldwide • 70:700:1000+ • Millions of Files Moved from Shared Drives / Email
The Results - Smart
Role Based • Highly Customized By Department and Role
Rules & Behaviors • Process Without Workflow • Heavy Lifting Behind The Scenes
Upgrades Much Easier • UI is Configured, Not Customized • Several Major Upgrades Applied
How to Solve It?
“An ECM System that Works How I Do” • With the Tools I Use Today
• Helps Me Find Information in Content Chaos • Easy to Collaborate – Both Internal & External
• Where I Work, With My Device
Simple: With the Tools I Use Today
• Email Integration • Email documents into
repository • Drag & drop from email • Send & file • Email + Workflow
• Office, Adobe, Google Docs • Direct access to content and
meta data • Search, Create, Edit • No installation required
Let’s Talk about Sharepoint
• Collaboration Tool of Choice
• How to Manage?
• Work with (not against)
• Just Another Tool for “Content Hub”
• Automate RM Process • Autoclassification • Retention & Disposal Policies • Legal Holds
Finding Information in “Content Chaos”
What we can learn from Case Management: • Role-Based • Time-Based • Dynamic Views • Automated Workflow • Tasks & Reminders
• “What I need, When I need it” • Document Assembly (Clause Library)
Simple Search
• It isn't exactly Google, but it works as well. • Your search terms, our enterprise search.
eDiscovery • Managed with full text search • Keyword and term search • Easily place holds on documents • Find based on date ranges or topics
• Internal Collaboration • Share Sites • Integrated with your Business Process
• External Collaboration • Secure Client Portal / Site • Simple Cloud Sharing
Simple Collaboration: “As Easy as Dropbox or Box.net”
Work Anywhere: What’s Needed?
Secure Mobile ECM Mobile Case Management
• Role-Based • Dynamic Views • “Relevant” Information
Simplify IT • Manage and Deploy • Configured, not Customized
• Corporate Legal • Human Resources • Corporate Finance
• Sales, Channels, Marketing, Support • And more…
EasyECM Where else?
Demo!
Questions?