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What’s Next? Strategies to Implement a

Digital Office

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WEBINAR HOUSEKEEPING

Listen-Only ModeAll attendees are in listen-only mode to reduce background noise.

Chat & QuestionsUtilize the question chat window through the GoToWebinar control panel

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Recording AvailableWe will hit the record button and send the link following the webinar.

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Russell HaddockSenior Account Executive

Key [email protected]

D I G I T A L T R A N S F O R M A T I O N , S I M P L I F I E D .

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OUR AGENDAWho We Are

The Digital Transformation Journey, one Jedi at a time…

Remote Work & Business Continuity

Content Services Strategies

Records Compliance Strategies

Q&A

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ABOUT OURCOMPANY

MCCi is committed to leading the industry, staying up-to-date of

the latest technology, and focusing on the needs of our clients.

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We have more than 20 years of experience

Content Services Intelligent Automation Information Governance

Expertise does not come overnight, but with time and learning best practices.

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www.mccinnovations.com

OUR CLIENTS

Revised 05-2019

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OUR SOLUTIONS

INTEGRATIONSConnect your business solutions for centralized records management and a streamlined process.

Artificial Intelligence technologies for prompt transactions and actions.

SCANNING SERVICESConvert your paper records to searchable electronic records.

Organize your information so you make faster, better business decisions.

PROFESSIONAL SERVICESWe are here to make the magic happen and transform the way you work.

Robotic Process Automation to drive your Digital Workforce

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We are a partner, not just a vendor.

OUR TEAMIS YOUR TEAM

PROFESSIONAL SERVICES18 Solution Experts

120+ Years of Combined Experience

Our experienced team of Project Managers, Systems Engineers, and

Training Specialists support our clients by implementing client solutions, providing

consulting services, and training.

TECHNICAL SUPPORT12 Support Experts


Our technical support team is Laserfiche Gold Certified to serve clients with proactive upgrades,

Managed Services, and Laserfiche Administrative Services

DEVELOPMENT8 High-Level Developers


Our developers are industry experts in data migrations from legacy systems,

Laserfiche integrations with other applications, and add-on modules such

as PowerPack and GoFiche.

PRE-SALES ARCHITECTS 3 Innovative Solution Architects


Our pre-sales team assist with requirements gathering, SOW drafts,

and custom demonstrations.

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THE DIGITAL TRANSFORMATION

JOURNEY11

201912

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202013

This model is a roadmap for transforming your office into a digital workplace.It provides a structured framework for content digitization, process

automation, analytics, and more.

DIGITAL TRANSFORMATION

Digitize DocumentsCreate an electronic filing

cabinet by converting

your documents from paper to digital.

Phase 1

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© MCCi 2019 www.mccinnovations.com

Phase 1- Digitize Documents

Create an electronic filing cabinet by converting your documents from paper to digital

q Stop printing Invoices, Checks, POs, etc.q Scan the paper, or store the digitalq Stop manual filing and start digitizingqReduce physical storage costsqMitigate risk of data lossqMore easily manage shared/restricted

access

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This model is a roadmap for transforming your office into a digital workplace.It provides a structured framework for content digitization, process automation,

analytics, and more.

Organize Documents

Easily categorize your

documents and manage them

in a secure, central location.

Phase 2


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Phase 2- Organize Documents

Easily categorize your documents and manage them in a secure, central location

q Logical/Consistent Namingq Ex: Vendor Name_Invoice_Date

q Centralized locationq Reduced Data entry with automated

naming/filingq Filed based on vendor, amount,

etc.q Collaboration/Centralized Accessq Fewer duplicated work tasks q Creation of Metadataq Manage Retention

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This model is a roadmap for transforming your office into a digital workplace.It provides a structured framework for content digitization, process automation, analytics, and more.

Automate ProcessesImprove accountability by

digitizing your business

processes with easy-to-use

electronic forms.

Phase 3

Digitize

Documents

Organize

Documents


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Phase 3- Automate Processes

Improve accountability by digitizing your business processes with easy-to-use electronic forms

q Standardized and Mapped out invoice intake, routing and approval

q Preset rules and Escalation points q Integration/linking your ERP to your

ECMq Electronic Forms to replace

paper/manual data entry (T&E Process, Purchase Requests, Budget Transfers)

q Automated capture of invoice/vendor info

q Automated Approval, routing, notifications

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Example Routing Process

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This model is a roadmap for transforming your office into a digital workplace.It provides a structured framework for content digitization, process automation, analytics, and more.

Streamline ProcessesGain more visibility into

your operations and

increase the

efficiency of cross-functional processes.

Phase 4

Digitize

Documents

Organize

Documents

Automate

Processes


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Phase 4- Streamline Processes

Gain more visibility into your operations and increase the efficiency of cross-functional processes

q Transparency into processesq Where an invoice is, how long

processes takeq Streamlined processes

q With new data= Better/Easier routing/approval

q Reporting – end to end

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Transform Processes

Drive innovation by leveraging

predictive analytics and insight

to transform processes.

Phase 5

Digitize

Documents

Organize

Documents

Automate

Processes

Streamline

Processes

Transform

Processes

This model is a roadmap for transforming your office into a digital workplace.It provides a structured framework for content digitization, process

automation, analytics, and more.


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Phase 5- Transform Processes

Drive innovation by leveraging predictive analytics and insight to transform processes

q Leverage reporting and analytics to transform and make business decisions

q Based on invoice volume, or budget cycles knowing when to staff or plan

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Phase 1Digitize Documents

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Phase 2Organize Documents02

Phase 3Automate Processes03

DIGITALTRANSFORMATIONThis model is a roadmap for

transforming your office into a digital

workplace. It provides a structured

framework for content digitization,

process automation, analytics, and more.

Create an electronic filing cabinet by converting your documents from paper to digital.

Easily categorize your documents and manage them in a secure, central location.

Improve accountability by digitizing your business processes with easy-to-use electronic forms.

Phase 4Streamline Processes04

Phase 5Transform Processes05

Gain more visibility into your operations and increase the efficiency of cross-functional processes.

Drive innovation by leveraging predictive analytics and insight to transform processes.

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Remote Workand

Business Continuity

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8 ATTRIBUTES OF THE NEW NORMAL IN STATE & LOCAL GOVERNMENT

1. Work-from-home for non-essential government functions will be the norm.

2. Social distancing will be implemented in the workplace.

3. Business processes will be reengineered for remote work.

4. CIOs will be pushed to modernize IT infrastructure.

5. Efforts to prevent a recurrence of COVID-19 will blur lines between privacy and health

surveillance systems.

6. Elected and appointed officials will focus on proactive recurrence response based on

lessons learned and best practices from the outbreak.

7. Fiscal constraints will drive the need for innovation and new technology.

8. Legislators and policymakers will rewrite policy to align with new normal behaviors and

the realities of governing after COVID-19.

Joe Morris

Vice President of Research

e.Republic

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http://erepublic.com

5/20/20

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8 ATTRIBUTES OF THE NEW NORMAL IN STATE & LOCAL GOVERNMENT

1. Work-from-home for non-essential government functions will be the norm.

2. Social distancing will be implemented in the workplace.

3. Business processes will be reengineered for remote work.

4. CIOs will be pushed to modernize IT infrastructure.

5. Efforts to prevent a recurrence of COVID-19 will blur lines between privacy and health

surveillance systems.

6. Elected and appointed officials will focus on proactive recurrence response based on

lessons learned and best practices from the outbreak.

7. Fiscal constraints will drive the need for innovation and new technology.

8. Legislators and policymakers will rewrite policy to align with new normal behaviors and

the realities of governing after COVID-19.

Joe Morris

Vice President of Research

e.Republic

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http://erepublic.com

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44.9235.28

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REMOTE WORK TECHNOLOGIES

Full Access

44%Some

Access27%

Need Laptops

29%

ACCESS TO SYSTEMS

Is your municipality’s technology set up for remote work?

What core processes need improvement to support remote work in the future?

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#1- WEB OPTIONS & MOBILE APPS

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#2- READ-ONLY ACCESS

Give Users ability to view, search and print

Flexible User Options

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Accurate & Secure Data Collection

Easy to Design & Modify Forms

Review & Approve Submitted Forms

Automated Filing for Archival

#3- FORMS FOR APPROVAL & AUTOMATION

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Accounts Payable – Purchase Order RequisitionAccounts Payable – Purchase Order Requisition & Invoice Review and Payment*Agenda Item Approval ProcessAuthorization of Allowable Charges FormBadge Replacement RequestBlood Drive Donor RegistrationBlotter ProcessingBring Your Own Device RegistrationBudget Transfer RequestBuilding InspectionBuilding MaintenanceBuilding Permit and Inspection Process*Business Card Request FormBusiness License ApplicationBusiness License RenewalCertificate GenerationChange of Major/Minor RequestChange Order Requests - Client SubmissionChange Order Requests - PM SubmissionCompany Party RSVP FormCompany Vehicle InspectionCompany Vehicle ReservationCommittee Review ProcessContract Approval ProcessContract Management System*Contract Worker OnboardingCourse Add/Drop RequestCourt Case File CompilationDaily Maintenance Crew ReportDiploma Request FormEmployee Evaluation ProcessEmployee Offboarding

Employee ReferralEmployee Status Change NotificationEmployee Termination NotificationEvent RegistrationExit InterviewExpense ReimbursementFaculty & Staff Position RequisitionFamily and Medical Leave Act (FMLA) Leave TrackingFERPA AuthorizationFire InspectionFlu Shot RegistrationFront Desk Visitor Sign-In Process*Graffiti Removal RequestGrant ManagementHardware Device CheckoutInsurance Benefits EnrollmentIT Helpdesk RequestJob ApplicationJob RequisitionLegal Document ApprovalLiquor License Application ProcessLiquor License Application and Renewal*Materials/Purchase RequisitionsMaterials Request and TrackingNetwork Access RequestNew Account OpeningNew Contract RequestNew Hire OnboardingNew Hire Pre-OnboardingOffer Letter GenerationOut of Office NotificationOvertime Authorization Request

Permission for Pass/Fail/AuditPersonal Information Change RequestPet License ApplicationProfessor Evaluation SurveyPublic Notice Request and Public Comment ProcessPublic Records RequestRecords Disposition RequestReport a Public Nuisance/Repair IssueRequest for Quote*Safety Incident ReportSchool Bullying ReportSample Aptitude TestService DispatchStudent Accident Claim FormStudent Accident ReportStudent Health InformationStudent History and InformationStudent RegistrationStudent Residency QuestionnaireSoftware Change RequestSpecial Events ApplicationSupplemental Nutrition Assistance Program (SNAP) ApplicationTimesheet ProcessTranscript EvaluationTransportation RequestTravel RequestTuition Payment AgreementVacation / Sick Leave RequestVendor OnboardingWorkers’ Compensation Claims Process

FORMS EXAMPLES

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#4- CLOUD OPTIONS

SaaS

Managed Cloud for hosting On-Premise Licensing

Access from anywhere

Reduce the burden on IT

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#5- TRAIN

Teach your team how to work remote

Teach your team how to be successful during adversity

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Managing Electronic RecordsRecords Compliance Strategies

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What is Content Services? What is your strategy?

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CONVERGENCE OF CS and IA

MachineLearning

INTELLIGENTAUTOMATION

RoboticProcess

Automation

NaturalLanguageProcessing

RecordsManagement

CONTENTSERVICES

BusinessProcess

Automation

DocumentManagement

ElectronicForms

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HUMAN ROBOTS

Relationships, Judgement, Interpretation, Change Management

Procedural Automations & Repeatable Decisions

People

Technology

As processes change, technology struggles to adapt, evolve or develop at the speed of the mission.

Agencies use a combination of people and technology to accomplish their mission.

In these areas, people are used to fill the gaps between systems and process.

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A DIGITAL WORKFORCE

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Compliance with DoD 5015.2 Certified Records Management

Automate classifying and applying disposition schedules

Store only one copy of a record in a centralized repository

CLASSIFY: RECORDS MANAGEMENT

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What did we talk about?

STAR

WARS

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What did we talk about?

The Digital Transformation Journey

Remote Work & Business Continuity

Content Services Strategies

Records Compliance Strategies

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Russell Haddock, TRMCSenior Account Executive

Key Accounts817-909-9266

[email protected] www.mccinnovations.com

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