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In association with: Presented by: Transform the Way You Work with Modern Processes and Improved Workflows in All Parts of Your Business Presented October 7, 2015

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In association with: Presented by:

Transform the Way You Work with Modern Processes and Improved

Workflows in All Parts of Your Business

Presented October 7, 2015

In association with: Presented by:

About AIIM

AIIM is the Global Community of Information Professionals AIIM believes that the information systems we use at work should be simple, secure, and available anywhere, anytime, and on any device. Our mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation. Learn more at www.aiim.org

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AIIM Presents:

Transform the Way You Work with Modern Processes and Improved Workflows in All Parts of Your Business

Host: Theresa Resek Director AIIM

Anne G. Tülek President and CEO Access Sciences

Scott Morin Vice President, Sales 4Point

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Introducing our Featured Speaker

Anne G. Tülek

President and CEO

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Mobile Trends

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Mobile Trends

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Mobile Trends

50% of millennials shopped for cars on their phone

21% of adults in the US have multiple devices

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Industries Adopting Mobile

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Industry Disruption

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And the Rest?

faster, better, cheaper

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Benefits

Healthcare Energy, Construction,

Utilities

Government Other

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Benefits

0% 20% 40% 60% 80%

Staff more able to work remotely

Speed of data availability

Better collaboration

Keeping paper out of the process

Improved back-office efficiency

Reduced logistics of forms and paperhandling

More competitive customer service

Better data accuracy

Better archives and compliance

Freeing up process flows/approval cycles

Staff mobility (60%).

Speed of data

availability (48%).

Better collaboration

(44%).

Keeping out paper (28%).

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Benefits

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End Goal

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Business Priorities

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

On-site access to manuals, drawings,operating instructions, etc.,

For expense claims and receipts

For field staff to access, update or filereports back-to-base

To file surveys, site inspections,assessments or damage reports

As part of a formal document commentand approval process

As electronic clipboards for tick lists,stock check, menu orders, etc.

For electronic forms input as part of afinancial, healthcare or new customer…

To monitor staff or customer locations,movements, etc.

For stroked or imaged approvalsignatures

To image IDs and other on-boardingdocuments

None of these

We have no mobile projects live orplanned

60% have already integrated mobile into some business processes

85% have something planned or in progress

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Start with Strategy

Vs.

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Business Needs

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More than Technology

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User Adoption

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Potential Missteps

not enough viewpoints

lack of expertise

wrong tools for the job

Insufficient training and governance

not understanding true pain point

leading with technology instead of business needs

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Evaluate Processes

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Requirements Drive Technology

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Training, Support Models, and More

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Driving Mobile Success

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Case Study: BGC Engineering

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Case Study: Mitchells & Butlers

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Thank you!

Read more about the case studies just mentioned here, visit http://accesssciences.com/AIIM-Webinar-Workflow

Or Contact me: Anne G. Tülek

President & CEO [email protected]

(713) 554-7570

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Introducing our Sponsor Speaker

Scott Morin

Vice President, Sales

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Top Use Cases for Mobile in Business – And How We Can Help

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Segmentation, Targeting, Messaging,

Offers

Consistency, Responsive Design,

Conversion

?

Forms & Applications

© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

The Critical but Forgotten Part of Brand Experience

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Automating Document Workflow Processes

FROM TO Ad hoc Structured & auditable Inefficient & slow Efficient & streamlined Cumbersome Collaborative IT-dependant Empowered business users

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Convenient and secure banking e-forms accessible to clients when and where they want them.

Find a solution to digitize loan forms and documents to make form discovery, completion, and management easy and secure.

OBJECTIVE

Adobe Experience Manager Forms (formerly Adobe LiveCycle)

SOLUTIONS

5-week turn-around for project delivery

RESULTS

© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 14

Solution Showcase – Electronic Banking

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Over 2,000 hours of data entry saved in the 1st month of operation.

Find a responsive, e-form solution to offer enhanced mobility to community policing operations, while maintaining the look-and-feel of a paper form to reduce adoption time.

OBJECTIVE

Adobe Experience Manager Forms (formerly Adobe LiveCycle)

SOLUTIONS

50% reduction in form completion time.

RESULTS

Chris Hellewell Senior V.P., Research & Development Spillman

“With 4Point’s expertise, the speed of development was fast, which was a definite plus. As a result, we were able to swiftly respond to market demand.”

© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 14

Solution Showcase – Mobile E-forms in Policing

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© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 14

Solution Showcase – Mobile Patient Eligibility & Enrollment

https://www.youtube.com/watch?v=ljKazNOtmxE

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Reach out to 4Point in the next 30 days to set up

a complimentary Business Assessment.

[email protected] 1 (855) 561-4187

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Anne G. Tülek

President & CEO

[email protected]

(713) 554-7570

Contact Us!

Scott Morin

Vice President, Sales

[email protected]

Direct: (613) 907-6448

Toll-Free: 1 (855) 561-4187

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QUESTIONS?

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AIIM Resources

www.aiim.org/research Download AIIM Studies

aiim.org/training

• Enterprise Content Management Improve customer and staff engagement, ensure compliance, and automate business processes.

• Business Process Management Map, design, and automate operational processes for your organization using a combination of strategies, change management, and technologies.

• Taxonomy & Metadata Optimize navigation, findability, and information discovery through content classification.

• Information Governance Create an information accountability framework that reduces costs, manages risk, and optimizes value.

• Managing Records & eDiscovery with SharePoint 2013 Manage records, ensure compliance, and prepare for civil litigation requests.

• Electronic Records Management Know what to keep and what to discard as volume, variety, and velocity of digital information intensifies.

AIIM Training

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Enterprise Content Management (ECM) Business Process Management (BPM) Capture & Scanning Collaboration Content Analytics

Electronic Records Management (ERM) Information Governance Search SharePoint Taxonomy & Metadata Web Content Management

Access Industry Tutorials, Research, Webinars, and Expert Advice Blogs –

all in one place

Visit aiim.org/resource-centers

AIIM Resource Centers

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Survey and Feedback

To take our Survey, click on the link in the Resources tab at the bottom of your screen.

Tell us how we did today, and offer suggestions for topics of future events.

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Upcoming Webinars

October 14th ECM Should Not Be a Stand Alone System: Realize its true value with integration October 28th Clutter Busters: 3 Steps to Organizing, Finding, and Governing Your Information

Register Today at www.aiim.org/webinars

View our library of Webinars On Demand

www.aiim.org/WebinarsOnDemand

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