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Scanning as a Professional Service webinar v2.6

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Preview of what the paper to digital conversion (scanning service bureau) business can do to make profit! Contact Byron Aulick at (508) 637-1416

Preview of what the paper to digital conversion (scanning service bureau) business can do to make profit! Contact Byron Aulick at (508) 637-1416

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  • 1. Scanning as a Professional Service Presented  by  Byron  Aulick,  CDIA+,  ECMs President  of  DataVault,  Inc.  byron.aulick@datavault.com (508) 637-1416 1
  • 2. In  regards  to  finding  paper  documents  in  the  office,  well  run  companies  can  find  the  document  95%  of  the  time.  Question  is..  how  much  is  that  5%  that  they  can’t  find  the  file  costing  them?? Copyright (c) 2013 DataVault, Inc. v2.4 2
  • 3. The  Presenter..  Byron  Aulick❖ OWN..  DataVault,  Inc.  with  wife  April  Aulick❖ EXPERIENCE..  25  years  imaging,  sales  &  tech❖ SME..  BTA,  CompTIA,  AIIM,  DoD❖ HELP..  scanning  bureaus  internationally❖ TEACH..  CDIA  [since  1999]  and  AIIM  courses Copyright (c) 2013 DataVault, Inc. v2.4 2
  • 4. Agenda❖ What  is  scanning❖ Why  scan❖ Research❖ Opportunity❖ Sales❖ Details❖ Submitted  questions  (new!) Copyright (c) 2013 DataVault, Inc. v2.4 3
  • 5. THE PROBLEM Copyright (c) 2013 DataVault, Inc. v2.4 5
  • 6. Research  shows.. Copyright (c) 2013 DataVault, Inc. v2.4 7
  • 7. Copyright (c) 2013 DataVault, Inc. v2.4 7
  • 8. ANNEXURE D : STORAGE ANNEXURE D : STORAGE ANNEXURE D : STORAGE Copyright (c) 2013 DataVault, Inc. v2.4 8
  • 9. THE SOLUTION Copyright (c) 2013 DataVault, Inc. v2.4 9
  • 10. DIGITIZE!❖Find  files  from  your  desktop! ✓All  benefits  of  electronic  filing        require  scanning  first  ! ✓If  the  Supreme  Court  of  USA                scans,  the  stage  is  set.. ✓President  Obama  set  aside  19  billion   dollars  for  EHR Copyright (c) 2013 DataVault, Inc. v2.4
  • 11. Client’s  Perspective..❖ Stop  losing  files❖ Stop  recreating  docs❖ Become  efficient❖ Compliance  /  Mandates❖ GAIN-­‐GAIN-­‐GAIN❖ Spend  LITTLE-­‐LITTLE-­‐LITTLE❖ Save;  time,  money❖ Reduce  frustration❖ Perhaps  have  it  underwritten..? Copyright (c) 2013 DataVault, Inc. v2.4 20
  • 12. WHAT  DRIVES  THE  NEED MEET  COMPLIANCE  REGULATIONS Streamlining  business  processes  makes  it  easier  to  comply     Most  businesses  have  compliance  regulations  to  meet  (Fed  &  State)    Industry  specific  requirements    Massachusetts  General  Law  93h    (or  similar)  to  protect  PII    Medical  –  HIPAA  (Health  Information  Portability  &  Accountability  Act)    Federal  Government  –  EFOIA    Financial  industry  –  GLBA    eDiscovery  requests
  • 13. AIIM  SURVEY  SAYS..
  • 14. WHAT  -­‐is  the  process? Copyright (c) 2013 DataVault, Inc. v2.4 19
  • 15. ELEMENTS  OF  an  ECM  system Create  /capture  / acquire Retrieve  /  Use  /   Determine  /  apply   Repurpose meta  data Control  /  Manage  /   Archive Secure Output  /  Share Copyright (c) 2013 DataVault, Inc. v2.4
  • 16. GRAPHIC  DETAILS❖ CAPTURE  PHASE Pickup Document  Prep Scan Copyright (c) 2013 DataVault, Inc. v2.4
  • 17. ❖ INPUT  PHASE Extract  Data Key  Data Merge Copyright (c) 2013 DataVault, Inc. v2.4
  • 18. ❖ STORAGE  /  RETRIEVAL  PHASE Store Access Retrieve Copyright (c) 2013 DataVault, Inc. v2.4
  • 19. SALESCopyright (c) 2013 DataVault, Inc. v2.4 19
  • 20. CAN  AN  OFFICE  RUN  WITHOUT    PAPER?❖ ..that  is  the  “million  dollar”  question! ✓Expected ✓Used  to ✓Comfortable  with  it ✓“always  done  that  way” How?.. Copyright (c) 2013 DataVault, Inc. v2.4
  • 21. SALES  PROCESS..❖ Talk  -­‐free.  Consult  -­‐not  free  ❖ Discuss  their  business  and  technical  needs❖ Educate  (SEMINAR??)❖ Assess  [or  not..]❖ Sample  or  ‘Proof-­‐of-­‐concept’❖ Agree.  Propose.  Sign❖ Pickup❖ Begin.. Copyright (c) 2013 DataVault, Inc. v2.4 14
  • 22. Your  Perspective.. Copyright (c) 2013 DataVault, Inc. v2.4 21
  • 23. WHY  -­‐offer  scanning? Copyright (c) 2013 DataVault, Inc. v2.4 6
  • 24.  POTENTIAL  (STILL  PAPER) Copyright (c) 2013 DataVault, Inc. v2.4
  • 25.  POTENTIAL  (STILL  PAPER) Copyright (c) 2013 DataVault, Inc. v2.4
  • 26. TAKING  YOUR  PIECEWHAT  INCOME  TO  EXPECTSCANNING  SERVICES  ALONE,  WHEN  DONE  CORRECTLY,  CAN  BRING  IN  A  PROFIT  MARGIN  OF  UP  TO  80% LET’S  SEE  AN  EXAMPLE
  • 27. How  are  YOU  making  $$  ?❖ Get  paid  for  consulting..❖ Conversion  (outsource  portions?)❖ Special  handling❖ Storage  in  ECM    (sell  it,  host  it,  use  theirs)❖ Maintenance  contracts/License  fees❖ Grow  to  other  departments❖ Referrals Copyright (c) 2013 DataVault, Inc. v2.4 22
  • 28. What  you  need.. MENTOR Copyright (c) 2013 DataVault, Inc. v2.4 26
  • 29. HOW  –can  we  help? PHASE 1: One day “opportunity” class (execs) $ 895.00 PHASE 2: Prepare a business plan (budget/forecast/market/competition/ROI, etc.) On-site training (sales, staff and Supervisor) Hardware/software selection Operations Guide & workflow PHASE 3: marketing sales training needs assessment training certification training (CIP, CDIA or ECMm) Contact: Byron Aulick ongoing support byron.aulick@datavault.com BTA members get $250 off! (508) 637-1416 Copyright (c) 2013 DataVault, Inc. v2.4 29