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Corporate Efficiency through ECM

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Do more with less. Obtain operational excellence through digitization and understand the benefits of company wide implementation of an ECM system.

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Corporate Efficiency through ECM

  1. 1. > Corporate Efficiency through ECM A BearingPoint Accelerator Do more with less. Obtain operational excellence through digitization and understand the benefits of company wide implementation of an Enterprise Content Management (ECM) system.
  2. 2. Corporate Efficiency through ECM | A BearingPoint Accelerator Contents Market Drivers Our Approach Client Benefits References Contact CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< >
  3. 3. Corporate Efficiency through ECM | A BearingPoint Accelerator CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< > Market Drivers • Omni-sales channel presence for an effective customer-centric approach • Data-Management: What data do banks need at their disposal or need to collect? • Review & monitor systems as well as flexible approaches within the business model • An optimized customer-centric innovation management approach leads to advanced new service solutions • What data is necessary for enhanced customer segmentation, improved distribution efficiency and more accurate value-adding service? • A systematic process analysis to determine media breaks, data requirements, triggering elements and interfaces • Workflow tools to digitize complex and comprehensive processes • Determination of superior processes for digitization due to a maturity level analysis along with the technical architecture/functional model Digitization Business IT/Operations Customer
  4. 4. Corporate Efficiency through ECM | A BearingPoint Accelerator CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< > Market Drivers Customers expect organizations to deliver products & services with a seamless user experience Around-the-clock data availability & accessibility on both sides Real-time fulfillment with zero errors An enhanced IT-Infrastructure is necessary for a competitive market position 24/7 Connectivity Cloud-computing Business processes and operating models are subject to constant transformations and optimizations Change management Lean management Most market leaders had first-mover advantages due to a well-developed digitized business model > The digitization of the business is necessary to remain competitive! The market expectations and conditions have changed But how?
  5. 5. Corporate Efficiency through ECM | A BearingPoint Accelerator CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< > Market Drivers An Enterprise Content Management system is the foundation of a digitized business model What is an ECM? It stores all relevant data in a centralized database to facilitate the management of information and documents ECM Benefits Collaboration Control Costs Compliance Continuity Customer Service Data protection Document retrieval Save time & increase quality Storage, operating, support Minimize Risk Flexibility Communication Environment Productivity Speed 24/7/365Real-time Online Work flow Automation & Standardization Regulations, Standards Ease of use (Sharing)
  6. 6. Corporate Efficiency through ECM | A BearingPoint Accelerator CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< > Our Approach Project outline for the implementation of an ECM (schematic representation) The successful introduction of an electronic file requires a structured approach; basic questions are to be clarified Preliminary study to clarify fundamental questions Project management Phases Time frame Key activities The initiation of the company-wide, structured roll-out of the ECM based on the insights gained from the pilot phase. Department-specific characteristics (incl. inventory files) and processes will be taken into account during in depth analysis discussions. Each employee will be trained; inventory files will be scanned appropriately. At project closure, know how will be transferred to the line function to ensure continuous support of all employees. Introduction of a pilot department to determine and record the requirements and the design of the ECM as well as to kick off pilot testing; other departments will be included throughout the validation process. In order to succeed, profound development, testing and training will take place before going live. A preliminary study to effectively prepare the company wide roll-out of an ECM and clarify key questions; this preparatory work is the foundation for future decision-making and project implementation. Pilot Go-Live Approx. 3 months Approx. 4 months Approx. 6 -12 months (depends on the amount of employees and departments) Change management
  7. 7. Corporate Efficiency through ECM | A BearingPoint Accelerator CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< > Client Benefits • The introduction of an electronic file increases efficiency & flexibility while reducing costs • Possible implementation of teleworking jobs > improvement of work life Balance • The attractiveness as business partner and employer will be increased • A well-established business set-up enhances future cooperation with third parties • Process execution can be strongly accelerated Automatic storage of documents derived from core systems Digitalization of business processes Creation and processing of digital documents and data Establishing efficient IT systems & processes Scanning and filing of documents Securing acceptance, validity and legal capacity Benefits
  8. 8. Corporate Efficiency through ECM | A BearingPoint Accelerator CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< > Client Benefits • Non-interrupting media integration of surrounding systems (incl. SAP and mail system); master data synchronization • Illustration of technical workflows; flexible tracking files in the system for ad hoc workflows • Illustration of technical audit actions compliant with signature regulation/competencies • Legally compliant filing of documents • Location-independent and simultaneous access possible • Mobile access (e.g. Ipad) • Recording and versioning of every process step • Digitizing the entire inbox • Partially automated document distribution on employee level • Digital inbox confirmation (e.g. for registered mail) • Multiple systems in use without synchronization • Paper based tracking files • Several versions with signature needed • Mass storage of files • Restricted access location • Costly and inefficient procedures • Paper based inbox • Physical document distribution via personnel PROCESSINGINBOX FILING Initial situation Project outcome
  9. 9. Corporate Efficiency through ECM | A BearingPoint Accelerator ECM solutions • …enable efficient workflow processing and faster approval/rejection procedures of documents • …increase transparent progress tracking (e.g. through status) • …enable access for mobile devices, laptops and other electronic devices • …support compliance documentation & enssure correct data transfers. Full transparency within the workflow is achieved CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< > Client Benefits Example of a presentation of an optimized workflow within an ECM Clerk Start of the workflow 2nd Digital approval/rejection 3rd Digital approval/rejection Final approval 1st Digital approval/rejection In case of absence of the Team-leader or work overload Team leader Assistant team leader Department leader Unit leader CEO
  10. 10. Corporate Efficiency through ECM | A BearingPoint Accelerator References BearingPoint Skills As experts for business & digital transformation, BearingPoint helps its clients to specify and implement enterprise content management systems including the integration of workflows to achieve operational excellence and efficiency Methodology • Customized methodology toolbox incl. creative innovation techniques • Proven approach for the identification of digitization potentials regarding processes and workflows • A tailored digitization concept in line with the concrete requirements for end-to-end processes • Collaborative approach including internal project team resources (business and IT) Prototyping / Pilot Testing • Target-Design of pilot solution • Prototypical and early implementation of ECM-solutions • Implementation plan for transforming operations into a digital workplace based on ECM including integration of workflows Change Management • High user value and user acceptance ratio • Go-live support • Consideration of user specific requirements • Balancing the goals of high standardization as well as considering department-specific requirements • Comprehensive documentation of project deliverables and handover to the (line) organisation References • Support of a German federal state in terms of roll-out of IT-based process handling (ITgvB) for regional authorities • Specification and implementation of a firm-wide electronic file system at a German development bank. Besides a high degree of standardization, BearingPoint focused on the early creation of a productive pilot. As a result, the project team established suitable IT systems, processes and organizational arrangements for a practical and cost efficient electronic file system implementation • Design of a document management and archiving service for a global automotive company, software selection, deployment of roll out into different solutions and countries • Design of a digital workplace for the legal department of an insurance market leader, review of existing solutions, requirements engineering CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< > Commercial Sector Clients Banking Sector Clients Insurance Sector Clients Public Sector Clients
  11. 11. Corporate Efficiency through ECM | A BearingPoint Accelerator Contact Stefan Zimmermann Partner BearingPoint Germany stefan.zimmermann@bearingpoint.com Ammar Jamal Partner BearingPoint Germany ammar.jamal@bearingpoint.com CLIENT BENEFITSOUR APPROACHMARKET DRIVERS REFERENCES CONTACT< About BearingPoint BearingPoint consultants understand that the world of business changes constantly and that the resulting complexities demand intelligent and adaptive solutions. Our clients, whether in commercial or financial industries or in government, experience real results when they work with us. We combine industry, operational and technology skills with relevant proprietary and other assets in order to tailor solutions for each client’s individual challenges. This adaptive approach is at the heart of our culture and has led to long-standing relationships with many of the world’s leading companies and organizations. Our global consulting network of 9,700 people serves clients in more than 70 countries and engages with them for measurable results and long-lasting success. For more information, please visit: www.bearingpoint.com © 2018 BearingPoint. All rights reserved

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