1. Document Management 201
The Technology Demo
JOHN M. CACHAT
jmc@peproso.com
© Copyright John Cachat

2. Housekeeping
Phones are muted
Use the question
block for questions Copy of presentation
available upon request
© Copyright John Cachat

3. About John M. Cachat
• Driving Business Performance
– Helping companies align their business and technology
– Focus on people, process, and then the technology
– Subject matter expert on business process management
– On-going research into next generation of technology for enterprise
systems
• 28 years experience in enterprise systems
– USAF Research Project (1985)
– Founder of enterprise quality software company (1988)
– Chair of ASQ technical committee on computerizing quality (1992)
• Trusted advisor to global organizations, government agencies,
and professional groups
http://www.linkedin.com/in/johncachat
© Copyright John Cachat

4. © Copyright John Cachat
Are your files….
Unorganized?
Out of control?
Unmanageable?
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5. Who Cares?
Information is scattered across multiple sources
Knowledge workers spend 40% of their time on
document related tasks (96 days a year)
Can’t find documents
Can’t find the right version
If and when I find a document, it is too late
80% of companies’ strategic information is NOT in
enterprise computer systems (ERP, CRM, etc).
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6. Document Management 101 Recap
What is a Document Management System (DMS)?
The most popular DMS – the K:> drive
DMS model and related processes
ROI, cost justification, benefits
How do I get started?
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7. Document Management 201
Today’s Discussion
Demonstrate how a DMS works in real
life situations
Show how technology can reduce cycle
times and reduce non-value added
labor costs
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8. What is a
DMS?
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9. Store
Organize
RetrieveTrack
Distribute What is a
DMS?
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10. Store
Organize
RetrieveTrack
Distribute What is a
DMS?
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© Copyright John Cachat

11. Store
Organize
RetrieveTrack
Distribute What is a
DMS?
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© Copyright John Cachat

12. Store
Organize
RetrieveTrack
Distribute What is a
DMS?
12
© Copyright John Cachat

13. Store
Organize
RetrieveTrack
Distribute What is a
DMS?
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© Copyright John Cachat

14. DMS
Storage
Location
Database
Workflow
Web
Access
DMS
Technology Components
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15. THE DEMO
Document Management 201:
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16. • Inefficient Workflow Processes
• Difficulty locating documents & recordsChallenges
• Focused on developing a process to evaluate software
• Sought out a technical solution before analyzing and
streamlining business processes
What They Did
• Emphasized the users’ ability to access information
• Conceptualized the full process as it exists
• Grasped an understanding of workflow and content
management
What They
Should Have
Done
Lessons Learned from EPA
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17. Lessons Learned from EPA
• Inefficient Workflow Processes
• Difficulty locating documents & recordsChallenges
• Focused on developing a process to evaluate
software
• Sought out a technical solution before analyzing and
streamlining business processes
What They Did
• Emphasized the users’ ability to access information
• Conceptualized the full process as it exists
• Grasped an understanding of workflow and content
management
What They
Should Have
Done
17
© Copyright John Cachat

18. Lessons Learned from EPA
• Inefficient Workflow Processes
• Difficulty locating documents & recordsChallenges
• Focused on developing a process to evaluate
software
• Sought out a technical solution before analyzing and
streamlining business processes
What They Did
• Emphasized the users’ ability to access information
• Conceptualized the full process as it exists
• Grasped an understanding of workflow and content
management
What They
Should Have
Done
18
© Copyright John Cachat

19. DMS Priorities
3
Software
2
Process
1
People
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20. DMS Financial Impact
Automation improves turnaround time
Reduces the potential for processing errors
A document management also helps organizations
to comply with industry regulations
The ability to automate document retention /
destruction schedules helps with record
management strategies
Do more with less
Recover 96 days per year capacity
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21. How Do I Get Started?
• Where Am I?
• Costs/Risks
• People/Process Issues
Point A
• Where Do I Want to Go?
• Savings/Benefits
• Technology Required
Point B
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22. About Us
John Cachat
jmc@peproso.com
Contact
Proven expertise in business
information systems
Rapid Solution
Development™ process
Services
Assess Current Status
Develop Short and Long
Term Plans
Develop Specific Solutions
to Your Problems
Assist in ROI Analysis
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23. FREE Proof of Concept
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We
We

24. Document Management 201 Answers
&
Contact:
John Cachat
jmc@peproso.com
Copy of
Presentation
&
Request a Demo
Visit:
http://peproso.com/webinars
Future Webinars
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