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ECM Renovation Roadshow - Easy ECM

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Zia provides users with Easy ECM Solutions™ that “work the way they do, using the tools they use today,” so users aren’t forced to use alternatives that don’t fit your Enterprise IT strategy. Our …

Zia provides users with Easy ECM Solutions™ that “work the way they do, using the tools they use today,” so users aren’t forced to use alternatives that don’t fit your Enterprise IT strategy. Our Easy ECM Solutions leverage tools like Office Integration and Cloud Sync to deliver content management systems that work–and since they are built on a single Content Hub, information is available where you need it, when you need it.

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  • Before we go into Alfresco Workdesk, it’s important to understand the different types of content-centric business problems. Think about which ones you have? What BUSINESS VALUE are you trying to get by looking at content solutions.
    Here are some examples of Process-centric content challenges – you see these in Finance, government, and really the operations of any corporation. The goal of automating these processes is Process Efficiency, Cost savings, Customer or Employee satisfaction, and compliance to processes (think Pharma or HR). Many of the analysts also call this Transactional Content Management.
    But some challenges are Collaboration-centric… the goal of applying technology to these processes is to gain Organizational, Team or personal productivity, business agility (make decisions faster, with better information), bring products to market faster, etc. And company compliance – record keeping, contracts, etc. Which challenges does your organization face?
  • Roles, Folders & View Designed for the Users
    Future Proof Architecture
    Configuration over Coding
  • Here is a more visual depiction of where Workdesk sits and what it does. Using the same, robust Alfresco repository that you would use for Collaboration-Centric applications, Workdesk adds the value of Business Roles, Personalization and dynamic views so that the right content is delivered to the right people, when it is needed. You can still use Alfresco One’s standard web and mobile views to access the repository, because it is all built on top of Alfresco.
  • Email –
    Documents Are Lost, not stored correctly
  • Business Role – M&A Lawyer – restricted access, only allowed to see depts and fxns defined by role
    Context menus available, most common actions provided
    Organized taxonomy for the M&A group – differs from corp legal
  • Email and Desktop Software is Critical
    Email and Drag & Drop are critical for ease of use and adoption
  • Streamline your Contract Work
    Contracts are neatly stored in respective contract folders.
    Working with current version is ensured.
    Reporting functionality provides detailed overview.
    Enhance productivity
    Dedicated workflows ensure promptly approval.
    The contract version with the valid signatures is just a mouse-click away.
    Because of automated processing and proper storage the chance of mistakes is dramatically reduced.
    Maximize time for legal focus on high risk, high value agreements
    Save money
    Monitoring of contract milestones makes it easy to identify opportunities for renegotiating better terms.
    Compliance is assured.
    For a larger organization, best practices contract management can result in millions of dollars in annual savings!
  • Streamline your Contract Work
    Contracts are neatly stored in respective contract folders.
    Working with current version is ensured.
    Reporting functionality provides detailed overview.
    Enhance productivity
    Dedicated workflows ensure promptly approval.
    The contract version with the valid signatures is just a mouse-click away.
    Because of automated processing and proper storage the chance of mistakes is dramatically reduced.
    Maximize time for legal focus on high risk, high value agreements
    Save money
    Monitoring of contract milestones makes it easy to identify opportunities for renegotiating better terms.
    Compliance is assured.
    For a larger organization, best practices contract management can result in millions of dollars in annual savings!
  • Streamline your Contract Work
    Contracts are neatly stored in respective contract folders.
    Working with current version is ensured.
    Reporting functionality provides detailed overview.
    Enhance productivity
    Dedicated workflows ensure promptly approval.
    The contract version with the valid signatures is just a mouse-click away.
    Because of automated processing and proper storage the chance of mistakes is dramatically reduced.
    Maximize time for legal focus on high risk, high value agreements
    Save money
    Monitoring of contract milestones makes it easy to identify opportunities for renegotiating better terms.
    Compliance is assured.
    For a larger organization, best practices contract management can result in millions of dollars in annual savings!
  • Streamline your Contract Work
    Contracts are neatly stored in respective contract folders.
    Working with current version is ensured.
    Reporting functionality provides detailed overview.
    Enhance productivity
    Dedicated workflows ensure promptly approval.
    The contract version with the valid signatures is just a mouse-click away.
    Because of automated processing and proper storage the chance of mistakes is dramatically reduced.
    Maximize time for legal focus on high risk, high value agreements
    Save money
    Monitoring of contract milestones makes it easy to identify opportunities for renegotiating better terms.
    Compliance is assured.
    For a larger organization, best practices contract management can result in millions of dollars in annual savings!
  • Migrate, Integrate, Automate to Easy ECM / RM

Transcript

  • 1. The ECM Tug of War aka Why you need EasyECM
  • 2. The ECM Tug of War Enterprise IT •Secure •Compliant (RM) •Simple to Implement •Simple to Integrate •Flexible & Scalable •Upgradable •Cost Effective Users •Easy to Learn •Easy to Use •Easy to Share •Email & Office Integration •Enterprise Search
  • 3. Introducing EasyECM Increase Easy = Increase Utilization = Improved Control & Compliance •Collaboration •EasyRM •Integration Streamlined Business Processes: Sponsored by Alfresco Workdesk
  • 4. Workdesk delivers Loan Loan o ig n Cllaii orrigiinatio Ca m ms p ation oce s n Deal s prrocess Deal sing man man agem in g Maiil a Malrr oom gementt oom autto en Emp Emp lloyee au omatti m a io o yee on n Cust Custo onbo onbo omer arrdi m er n Mob onbo a ding Mob iile cl onboardi g le cl aiims ar ding ng am s asse asse ssme ssme ntt n Process efficiency Cost savings Customer satisfaction Compliance
  • 5. The Workdesk difference
  • 6. Business Roles & Dynamic Views Workdesk enables you to see the right content, at the right time, based on your business role. Standard Alfresco Share web & mobile views HR Personalization Business Roles Alfresco Content Repository Finance Legal
  • 7. What do our users actually do?
  • 8. Zia Consulting Case Study Corporate Legal Department at one of the world’s largest & most successful companies
  • 9. The Solution Three Month Initial Implementation Zia’s Roadmap - Focused Assessment Zia’s Agile Delivery Alfresco Workdesk Alfresco Enterprise 3 Departments Assessed 1 Department Went Live
  • 10. Problem: Not Easy to Find Email (Millions of Emails) File Share (Millions of Files)
  • 11. Problem: Not Secure
  • 12. Why Do We Use Them?
  • 13. Build vs. Buy Decision Two Failed Build From Scratch Projects Nothing on Market Addresses All Departments
  • 14. Requirements & Constraints Easy & Feature Rich No Training Required
  • 15. Mergers & Acquisitions Login Only 2 Groups
  • 16. Mergers & Acquisitions Drag & Drop NDA from Desktop
  • 17. Mergers & Acquisitions Create Project From NDA
  • 18. Mergers & Acquisitions Taxonomy Created From NDA
  • 19. The Results - Easy No Training Required • Only 3 min videos Tools That Work The Way I Do • • Office Tools (Word & Adobe) Email Adopted Worldwide • • 70:700 Millions of Files Moved from Share Drives
  • 20. The Results - Smart Role Based • Highly Customized By Department and Role Rules & Behaviors • • Process Without Workflow Heavy Lifting Behind The Scenes Upgrades Much Easier • • UI is Configured, Not Customized Several Major Upgrades Applied
  • 21. The Business Results Time Saved • Projects kicked started and tracked in a timely way Institutionalization & Internalization • Simple, Effective and Smart Smart, Effective and Simple • • Project Security needs met without sacrificing ease Solution integrated with Email & External Collaboration Tools
  • 22. How Contract Management can help • Take workload off from the Procurement and Legal people • Enhance productivity and reduce mistakes • Save money
  • 23. Demo!
  • 24. Key benefits for the business Improve efficiency Get back control Save money Short time to value
  • 25. EasyECM Where else? Zia’s Simple + Secure Back Office •Corporate Legal •Human Resources •Corporate Tax •Corporate Finance •And more…