ZIA looks at why "Solving Case Management" is so important to customer satisfaction and overall ROI in this presentation from the AIIM Road Trip 2015.

1. Solving Case Management
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2. Today’s Business Processes
User-Centric Paper-Centric
©2015 Zia Consulting, Inc. All Rights Reserved.

3. Today’s Business Processes
ComplexCostly Slow
Error-
Prone

4. Meanwhile, Business is Demanding:
 Improved Customer Satisfaction (Retention)
 Reduced Costs
 Enhanced Flexibility
 Streamlined Compliance
 Universal Security

5. A “case” is any project, transaction, service or response that
is “opened” and “closed” over a period of time to achieve
resolution of a problem, claim, request, proposal,
development or other complex activity. It is likely to involve
multiple persons inside and outside of the organization, with
varying relationships to each other, as well as multiple
documents and messages. (AIIM)
Why Case Management?

6. Does Your Organization Do This?
 Contracts
 Proposals
 Applications
 Claims
 Accounts
 Essentially, do you have employees, customers,
partners…?

7. What if it Was Automated?
 Initiation of Cases
 Processing of Case Documents
 Tasks, Reminders, Routing
 Closing of Cases

9. What if it was Integrated?
Easy ECM = The Tools You Use Today!

11. What if it was Secure?
 Internal and External Collaboration
 Existing Tools – Email, Dropbox, USB, etc…
 Automated Records Management
 Simplified Compliance

13. Too Good to Be True?
 Claims Processing – Days to Hours
 Mortgage Processing – 700% ROI
 Content Publishing – Customer Service
 Mortgage Insurance – Disrupting an Industry

14. ryan@ziaconsulting.com | ziaconsulting.com
Questions?