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Underwri(en	by:	
#AIIM	Informa(on	Is	Your	Most	Important	Asset.		
Learn	the	Skills	to	Manage	It		
Leveraging	Technology	You	Already	
Have	to	Create	True	Digital	Experiences	
–	Digital	Transforma(on	
Presented	July	27,	2016	
Leveraging	Technology	You	Already	Have	to	
Create	True	Digital	Experiences	–		
Digital	Transforma(on	
Presented	July	27,	2016
Underwri(en	by:	
John	Mancini	
Chief	Evangelist	
AIIM	
Jim	Hayes	
Principal	Product	Marke8ng	–	Capture	
EMC	Corp.	
Today’s	Speakers
Underwri(en	by:	
Digital Transformation. Digital Disruption. Digital Experiences.
They are on the wish list for just about every C-level executive.
But where do you start?
How do you move from the hype to value?
Underwri(en	by:	
§  A	Snapshot	of	What	Disrup@on	and	Digital	Transforma@on	Mean	and	Why	
You	Should	Care	
§  Four	steps	to	consider:	
1.  Leverage	what	you	already	have	as	a	star@ng	point	on	the	Transforma@on	journey.	
2.  Improve	the	ROI	of	what	you	already	have	and	use	the	results	to	fund	new	ini@a@ves	
–	Move	from	paper	capture	to	informa@on	capture.	
3.  Core	Process	Transforma@on	–	Using	informa@on	capture	to	revolu@onize	your	core	
business	processes	–	a	necessary	(but	not	sufficient!)	condi@on	for	Digital	
Transforma@on.	
4.  Customer	Experiences	–	Use	the	experience	in	revolu@onizing	your	core	business	
processes	to	achieve	the	real	objec@ve	–	Transforming	customer	rela(onships.
Underwri(en	by:	
Google	trends	–	myspace.com	searches
Underwri(en	by:
Underwri(en	by:
Underwri(en	by:
Underwri(en	by:
Underwri(en	by:
Underwri(en	by:
Underwri(en	by:	
Four	steps	to	think	about	disrup(on	
#1	--	Leverage	what	you	
already	have	as	a	star@ng	
point	on	the	Transforma@on	
journey.
Underwri(en	by:	
Leverage	what	you	have	
§  Capture	is	a	proven	first	step	in	digi@zing	informa@on.			
§  57%	–	“We	are	commi(ed	to	digital	transforma@on,	and	
paper-free	is	an	essen@al	star@ng	point.”		
§  80%	agree	–	“Paper	content	and	processes	are	a	huge	
impediment	to	remote	access	and	telework.”	
§  72%	agree	–	“Business	at	the	speed	of	paper	will	be	
unacceptable	in	a	few	years’	@me.”	
§  AIIM’s	Paperfree	Progress:	Measuring	Outcomes
Underwri(en	by:	
Leverage	what	you	have	
§  Capture	is	more	than	paper.	
§  Consider	PDF	conversion	…	email	imports	...	back-file	
conversion	…	mobile	–	all	of	these	can	be	leveraged	from	
your	exis@ng	capture	investment.	
§  Organiza@ons	need	to	move	toward	a	concept	of	
“capture”	in	which	“digital	intelligence”	is	built	in	rather	
than	bolted	on.
Underwri(en	by:	
Four	steps	to	think	about	disrup(on	
#2	--	Improve	the	ROI	of	what	you	
already	have	and	use	the	results	
to	fund	new	ini@a@ves.	
Move	from	Digi@za@on	only	to	
Digitaliza@on.
Underwri(en	by:	
An	important	dis(nc(on	
“Digi(za(on”	(gehng	stuff	digital)	and	
“Digitaliza(on”	(gehng	the	business	to	execute	
and	adapt	with	the	benefit	of	informa@on		in	
digital	form,	using	the	availability	of	informa@on	
as	an	engine	for	customer	experience,	business	
transforma@on	and	adapta@on)	are	not	the	
same.
Underwri(en	by:	
Digi(za(on	–>	Digitaliza(on	
§  Digi(za(on	–	Most	organiza@ons	are	just	scratching	the	
surface	of	what	they	COULD	do	with	capture.			
§  34%	scan	flat	images	only	–	16%	for	workflow	and	18%	for	
archive.		
§  For	most,	it’s	s@ll	a	scan	to	archive	game	–	more	about	gehng	
rid	of	floor	space	than	true	“digitaliza@on.”	
§  Early	Digitaliza(on	–	Only	41%	are	using	OCR	in	some	
form,	with	23%	capturing	process	data.	Only	9%	are	
using	this	data	for	intelligent	or	adap@ve	workflows	to	
op@mize	complex	case	management.
Underwri(en	by:	
Digi(za(on	–>	Digitaliza(on	
§  Even	with	so	much	past	focus	on	Digi@za@on	only,	
capture	ROI	is	impressive	and	can	be	used	to	fund	
other	ini@a@ves.	
§  59%	of	our	users	achieved	payback	in	12	months	or	
less	(a	single	budget	cycle)	including	28%	seeing	
posi@ve	returns	amer	just	6	months.	
§  Capture	ROI	accelerates	with	push	to	Digitaliza@on.	
§  AIIM’s	Paperfree	Progress:	Measuring	Outcomes
Underwri(en	by:	
Digi(za(on	–>	Digitaliza(on	
§  However	the	REAL	key	to	enhanced	ROI	–	push	the	
technology	beyond	what	you	are	currently	doing	both	in	
terms	of	recogni@on	and	where	and	how	capture	is	
done.	
§  Advanced	Recogni@on	provides	the	most	solid	ROI	and	proves	
that	capture	provides	the	strongest	ROI	of	any	area	within	
ECM.	
§  Capture	doesn’t	just	occur	in	the	mailroom	anymore	–>	
distributed	capture,	real	@me/mobile	capture,	and	capture	as	
a	service.	
§  AIIM’s	Paperfree	Progress:	Measuring	Outcomes
Underwri(en	by:	
Four	steps	to	think	about	disrup(on	
#3	--	Core	Process	
Transforma@on.	
Use	informa@on	capture	to	
revolu@onize	your	core	business	
processes	–	a	necessary	(but	not	
sufficient!)	condi@on	for	Digital	
Transforma@on.
Underwri(en	by:	
Core	process	transforma(on	–	finance	
§  Most	organiza@ons	have	not	applied	the	lessons	
from	the	digital	mailroom	to	their	core	financial	
processes.			
§  AIIM	unreleased	survey	of	290	finance	execu@ves	–	
What	is	paper	usage	in	the	following	processes?
Underwri(en	by:	
Core	process	transforma(on	
§  There	are	s@ll	many	green	field	
transforma@on	opportuni@es	in	you	core	
business	processes.	
§  Finance,	HR,	Sales,	Marke@ng,	Admin	
§  Use	transforma@on	of	these	processes	with	
internal	customers	as	a	bridge	to	transform	
processes	with	external	customers.
Underwri(en	by:	
Core	process	transforma(on	–	finance	
§  Most	organiza@ons	have	not	applied	the	lessons	
from	the	digital	mailroom	to	their	core	financial	
processes.			
§  AIIM	unreleased	survey	of	290	finance	execu@ves	–	
What	is	paper	usage	in	the	following	processes?
Underwri(en	by:	
Core	process	transforma(on	–	finance	
§  %	answering	“A	lot	of	documents	are	processed	as	
paper	documents”	(“Don’t	knows”	not	included).	
§  Accounts	receivable	=	38%	
§  Financial	close	process	=	40%	
§  Accounts	payable	=	39%	
§  Procurement	and	purchasing	=	32%	
§  Vendor	management	=	32%
Underwri(en	by:	
Core	process	transforma(on	–	HR	
§  The	same	is	true	in	HR…	
§  AIIM	unreleased	survey	of	173	HR	execu@ves	–	What	
is	paper	usage	in	the	following	processes?
Underwri(en	by:	
Core	process	transforma(on	–	HR	
§  %	answering	“A	lot	of	documents	are	processed	as	
paper	documents”	(“Don’t	knows”	not	included).	
§  Recrui@ng	and	selec@on	=	35%	
§  Employee	onboarding	=	48%	
§  Employee	file	management	=	53%	
§  Policies	and	procedures	administra@on	=	32%	
§  Employee	separa@on	=	48%
Underwri(en	by:	
REALTIME	Capture	–	There	is	a	revolu(on	
underway	
§  Mobile,	Distributed,	SaaS-based,	close	to	the	customer	and	engaging	the	
customer.	
§  New	ways	to	digi(ze	your	informa@on	create	countless	new	opportuni@es	
to	digitalize	your	business.	
§  Effec@ve	capture	injects	intelligence	into	your	ECM	systems	and	
processes,	intelligence	that	is	cri@cal	to	automa@ng	and	more	importantly	
–	transforming	–	end-to-end	customer	experiences.	
§  An	effec@ve	capture	and	advanced	recogni@on	strategy	doesn’t	just	allow	
you	to	automate	and	drive	paper	out	of	business	cri@cal	processes.	It	sets	
the	stage	for	analy@cs.
Underwri(en	by:	
Mobile	for	core	processes	s(ll	in	early	stages
Underwri(en	by:	
Four	steps	to	think	about	disrup(on	
#4	--	Customer	Experiences.	
Use	the	experience	in	
revolu@onizing	your	core	business	
processes	to	achieve	the	real	
objec@ve	–	Transforming	
customer	rela(onships.
Underwri(en	by:	
Most	organiza(ons	face	a	challenge	
§  On	the	one	hand,	mobile	capture	is	cri@cal	to	transforma@on	–	
57%	say	they	are	commi(ed	to	digital	transforma@on,	and	
paper-free	is	an	essen@al	star@ng	point	for	that	journey.		
§  On	the	other	hand,	24%	are	not	looking	at	any	mobile	projects	
and	39%	are	s@ll	in	the	planning	stage.	
§  Change	begins	with	a	shiX	in	focus	from	batched	document	
capture	to	real-(me	informa(on	capture.
Underwri(en	by:	
REVOLUTIONIZING	Customer	Experiences	
COMPANY	Benefits	
§  Geographic	and	customer	segment	reach	
§  Business	agility	
§  Efficient/effec@ve	back	office	processes		
§  Digital	insights	
§  Business	model	flexibility	
§  Cost	reduc@on
Underwri(en	by:	
REVOLUTIONIZING	Customer	Experiences	
CUSTOMER	Benefits	
§  Personaliza@on	and	convenience	
§  Simplicity,	instant	gra@fica@on	
§  Streamline	and	automate	the	customer	
experience	
§  Lower	cost	with	more	choices	
§  Buy	only	what	you	use	
§  Social	buying	and	trusted	social	networks
33© Copyright 2015 EMC Corporation. All rights reserved.
EMC DOCUMENTUM Captiva
Check out what our Captiva customers are saying…
Underwri(en	by:	
#AIIM	Informa(on	Is	Your	Most	Important	Asset.		
Learn	the	Skills	to	Manage	It
Underwri(en	by:	
Thank	You	
For	more	informa@on,	
download	this	“@p	sheet”	
4	Steps	to	Improve		
Customer	Experiences	
	
h(p://info.aiim.org/four-steps-to-improve-
customer-experiences
Underwri(en	by:	
AIIM	is	the	Community	for		
Informa(on	Professionals	
AIIM	believes	that	informa(on	is		
your	most	important	asset.		
Learn	the	skills	to	manage	it.	
	
Our	mission	is	to	improve	organiza@onal	
performance	by	empowering	a	
community	of	leaders	commi(ed	to	
informa@on-driven	innova@on.	
	
Learn	more	at	www.aiim.org

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