Published on

Learn how we integrated a legacy on premise Oracle IPM content management system with the DocuSign eSignature cloud service.

Published in: Technology, Business
  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide
  • Some Key Findings from AIIM 2013 Study:18% have achieved enterprise wide adoption of DM/RM system.75% have multiple ECM systems.Only 3% have turned off their Network File Shares, although 34% are keen to turn them off.61% reported that half of their content exists outside of legacy ECM, stored in LOB systems like ERP.
  • This is bad news for Legacy ECM that is largely built around the PC Market with Fat Client software packages that are designed for Desktop OS software. Add to that the growing demographic shifts in workforce and you have a dull future for ECM as we knew it in the 80’s & though 2000.
  • EMC – SyncplicityIBM – SmartCloudHP – FlowCMMSFT – Office365 / SkyDrive
  • The traditional models of enterprise content managementTypically Capital Expense IT project budgeted anywhere from $60K - $1M+Software licensing | Hardware procurement | Software Maintenance & UpgradesDepending on scope a project can take between 30 days – 6mos.+Traditional on Premise legacy ECM solutions are very mature in terms of functionality and compliance requirements
  • Cloud Content Management is more about collaboration and accessibility There are providers that have been offering ASP or Hosted solutions that are similar to On Premise Legacy ECM are just ‘Cloud Washed’The newer companies that have not come from a traditional background are focused on more open and simple use casesThat is not to say they aren’t secure, scalable and integrated. In fact in many cases it is easier to integrate because of their web services architecture.They are easier to use than the traditional ECM platforms that are often complicated and can require many hours of specialized training to use. CCM solutions are not as feature bloated as traditional onPremise ECM and lack some of the compliance certifications needed in some industriesThe major difference I have found is that general users like to use CCM because it looks and acts like social software
  • CLOUD TOP PERFORMERS (NOT ECM / CCM)SalesForce – $3BConcur – $462MNetSuite – $300MUltimate Software – $330MReal Page – $322MWorkday – $235MLogMeIn – $140MJive Software – $113M
  • Diagram depicts the current rollout of the AIRLIFT.Automates application process and reduces paper capture.
  • 28 Forms in all were migrated to digital eForms.800 unique data elements captured without key data entry.Scrum sprints and testing used to validate form design.Box used for managing versions and communication.6 weeks to convert all forms to digital.
  • Next generation

    1. 1. AIRLIFT® ECM | Cloud Shadrach White
    2. 2. Vision • ECM as a set of principles applies in any infrastructure scenario. • Cloud provides a more secure and less intensive support apparatus. • Existing ECM solutions can be either migrated or become extended to the cloud.
    3. 3. ECM Theory • “E” Enterprise • “CM” Adoption of a single repository for Content Management is a myth. • The value of content diminishes after transactions are completed. • TCM – Transactional Content Management. • 18% have achieved enterprise wide adoption of DM/RM system. • 75% have multiple ECM systems. • Only 3% have turned off their Network File Shares, although 34% are keen to turn them off. • 61% reported that half of their content exists outside of legacy ECM, stored in LOB systems like ERP.
    4. 4. ECM in a Mobile World • PC Sales are projected to continue to decline 7.6% in 2013 over 2012. • Tablet Sales are projected to steadily increase, 2013 set for 69% over 2012. • Over half of those surveyed are comfortable with content being accessed on BYOD or company issued mobile devices. • Only 11% of ECM users have mobile access to content.
    5. 5. ECM Pivot • Mature: The technology has been deployed in most Fortune 1000 companies, Nonprofit, and Government entities. • Consolidation: Largely completed but some companies are still targets. • Process Control: Most large deployments are very process and transaction centric. Insurance, Banking, Application Processing.
    6. 6. ECM - Traditional • • • • • • Document Management Business Process Management Records Management Document Imaging Web Content Management Digital Asset Management
    7. 7. CCM - Collaboration • • • • • • File Sharing Document Authoring Social Business Voice | Video Polling | Ranking Like | Trend
    8. 8. Scale & Access • Cloud infrastructure and SaaS applications scale quickly. • Multi-Tenant Architecture • Access to cloud apps is ubiquitous in a mobile environment. • Standard authentication models are available with SAML 2.0, OAuth and direct API.
    9. 9. Cloud Market $131B* • Disruption: Every corner of business is being touched by emerging cloud technologies and products. • Consumer Grade: It used to be that enterprise apps avoided a consumer style UX, that’s flipping 180%. • Growth: will be exponential as services continue to mature. *Gartner Study
    10. 10. Market Comparison • ECM Software Market charted for $5.7B in 2015. • Cloud BPaaS / SaaS charted at $57B. 100 90 80 70 60 50 40 30 20 10 0 1980 ECM CLOUD 1990 2000 CLOUD ECM 2010 2015 2020 $74B of market is Advertising, IaaS / PaaS. We don’t consider that part of the TAM for ECM.
    11. 11. Gaps & Opportunities • • • • • • Integration Governance & Records Management Document Imaging Workflow Metadata Model eDiscovery
    12. 12. Case in Point Legacy ECM SaaS eForms SaaS Collaboration
    13. 13. Marijuana Initiative
    14. 14. Background • I-502 establishes precedent for growing, processing, retailing and possessing marijuana in the State of Washington. • The State has legacy ECM and processes liquor licenses using Oracle. • Truly paperless application processing was desired as a future state.
    15. 15. Current State
    16. 16. MJ Unit Rollout
    17. 17. Process Description • Workflow Packages created in Oracle. • eForm Application package sent and WF package placed in hold queue. • Applicant completes eForm. • eForm injected into existing workflow package and routed to licensing specialist.
    18. 18. Process Map
    19. 19. Form Design Process • Cloud collaboration was used to revise draft forms. • All communication was real time, providing a more efficient form design process.
    20. 20. Form Sample License Number ______________________________ UBI Number _______________________________ Trade Name _______________________________ Start-Up Costs and Source of Funds Statement Please indicate the total estimated start-up costs for this business related to this application. $ Please indicate the sources of money you are contributing to this business related to this application. Additional sheets utilizing the same format may be attached if necessary 1. Savings/Checking/Investment Accounts: Bank/Institution name Name of account holder Account # Bank/Institution name Name of account holder Account # Bank/Institution name Name of account holder Account # $ $ $ 2. Loans from Banks/Mortgage Companies/Credit Cards, ETC: Bank/Company name Name of account holder Account # Bank/Company name Name of account holder Account # Bank/Company name Name of account holder Account # $ $ $ 3. Cash Borrowed, Gifted or Loaned from a Personal Source: Name Relationship Name Relationship Name Relationship Name Relationship $ $ $ $ 4. Sale of Property (explain the type of property, sale date and the property address for the sale of land): $ $ PO Box 43098, 3000 Pacific Ave. SE, Olympia WA 98504-3098, (360) 664-1600, LIQ1230 09/2013 Page 1 of 2
    21. 21. Data Fields • All application forms have been automated using electronic fields. • This reduces the processing time and improves accuracy. 2
    22. 22. • Applicants will agree to use an electronic business process. • The process will be much quicker for everyone using the electronic forms. 2
    23. 23. Dynamic Fields • Common Fields like Applicant Name will replicate. • This will reduce double data entry for Applicant(s). 2
    24. 24. Electronic Signature • • 2 Applicants will adopt a legal electronic signature. This signature will be used throughout the electronic business process.
    25. 25. AIRLIFT® • License Specialist selects forms to send to Applicant. • Applicant receives email with link to all electronic forms. • Completed forms are archived to ORACLE IPM and routed through workflow
    26. 26. Key Points • Applications are born and remain digital throughout the process. • Existing legacy ECM solution leveraged. • New cloud eForms solution integrated. • IT becomes familiar with cloud apps as a stepping stone to a future state.
    27. 27. What we are achieving ✦ Eliminate paper handling. - Or at least highly reduced. ✦ Modern, mobile workflow. - all documents are linked together. ✦ Readable documents. - no more handwritten documents. ✦ Get exactly what we want. - required fields! ✦ BONUS! Big data. - business analytics can drive future licensing rules. 2
    28. 28. Future State • • • • Replace Legacy ECM solution Cloud Workflow Cloud Storage Responsive UX Design • Considerations: records management, managed metadata model, natural language search.
    29. 29. Applicant(s) BLS Feed Browser Email B L S Recor d Blank Forms DocuSign HTTPS API Workflow Process Image Index HTTPS API Firewall Browser Email Scan Operator Enforcement LS3 Letters Box Signed Forms
    30. 30. Offer Code 50% Off ( WKERLSE ) Release Date November 22, 2013