trinsoft.com learn how to…. trinsoft.com agenda what is document management? what’s in it for...
TRANSCRIPT
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Learn how to…
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Agenda
• What is Document Management?• What’s in it for me?• Is it really feasible?• DOs & DON’Ts• Where to start• Q & A
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What is it?
• Document management, often referred to as Document Management Systems (DMS), is the use of a computer system and software to store, manage and track electronic documents and electronic images of paper based information captured through the use of a document scanner.
» AIIM.ORG – Association for Information and Image Mgt
• Document management is the capture, storage and retrieval of documents.
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What is it?
• A document management system (DMS) is a computer system (or set of computer programs) used to track and store electronic documents and/or images of paper documents. It is usually also capable of keeping track of the different versions modified by different users (history tracking)
» Wikipedia
• Files vs. Images
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What is it?
Also known as…• Content Management• Enterprise Content Management• Workflow• Digital Asset Management• Document Imaging• Records Management
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What’s in it for me?
• Huge ROI – potentially the best for any IT investment you can make
• Labor – Labor – Labor– Less Data Entry– Less File & Retrieve– Less Approval & Waiting– Less Searching
• Real dollars – directly to the bottom line
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What’s in it for me?
• InboundAutomation– The process of automating inbound electronic
content.• Volume is going up every day• Stop printing• Integrate with existing systems• Automatic search & retrieve
TM
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What’s in it for me?
Sample ROI Calculation
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Is it really feasible?
• Yes• Spend as little or as much as you want• Affordable for small volume• Know what you want• Solve a specific challenge with a tangible
payoff• Cloud or On-Premise
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Is it feasible?
Entry points1. Scan and store2. Retrieve3. Workflow4. Integration
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DOs and DON’Ts
• DON’Ts– Get locked in– Make it harder than it is– Do Nothing
• DOs– Identify the value– Keep it simple– Get started (it is costing you money every day you
wait)
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Where to start
• Process– Find the value– Understand your needs– Document the process– Map content to process– Improve– Apply– Refine
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Where to start
• Let us help– People
• Experience• Integrity• Culture
– Process• Integration
– Product• Flexibility• Ease of Use• Powerful
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Q & A
