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

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Scanning as a Professional Service webinar v2.6

  1. 1. 1 Presented  by  Byron  Aulick,  CDIA+,  ECMs President  of  DataVault,  Inc.   1 byron.aulick@datavault.com (508) 637-1416 Scanning as a Professional Service
  2. 2. Copyright (c) 2013 DataVault, Inc. v2.4 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??
  3. 3. Copyright (c) 2013 DataVault, Inc. v2.4 2 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
  4. 4. Copyright (c) 2013 DataVault, Inc. v2.4 3 Agenda ❖What  is  scanning ❖Why  scan ❖Research ❖Opportunity ❖Sales ❖Details ❖Submitted  questions  (new!)
  5. 5. Copyright (c) 2013 DataVault, Inc. v2.4 5 THE PROBLEM
  6. 6. Copyright (c) 2013 DataVault, Inc. v2.4 7 Research  shows..
  7. 7. Copyright (c) 2013 DataVault, Inc. v2.4 7
  8. 8. ANNEXURE D : STORAGE ANNEXURE D : STORAGE ANNEXURE D : STORAGE Copyright (c) 2013 DataVault, Inc. v2.4 8
  9. 9. Copyright (c) 2013 DataVault, Inc. v2.4 9 THE SOLUTION
  10. 10. Copyright (c) 2013 DataVault, Inc. v2.4 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
  11. 11. Copyright (c) 2013 DataVault, Inc. v2.4 20 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..?
  12. 12. WHAT  DRIVES  THE  NEED MEET  COMPLIANCE  REGULATIONS     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 Streamlining  business  processes  makes  it  easier  to  comply
  13. 13. AIIM  SURVEY  SAYS..
  14. 14. Copyright (c) 2013 DataVault, Inc. v2.4 19 WHAT  -­‐is  the  process?
  15. 15. Copyright (c) 2013 DataVault, Inc. v2.4 ELEMENTS  OF  an  ECM  system Create  /capture  / acquire Determine  /  apply   meta  data Control  /  Manage  /   Secure Output  /  Share Archive Retrieve  /  Use  /   Repurpose
  16. 16. Copyright (c) 2013 DataVault, Inc. v2.4 GRAPHIC  DETAILS ❖CAPTURE  PHASE Pickup Document  Prep Scan
  17. 17. Copyright (c) 2013 DataVault, Inc. v2.4 ❖INPUT  PHASE Extract  Data Key  Data Merge
  18. 18. Copyright (c) 2013 DataVault, Inc. v2.4 ❖STORAGE  /  RETRIEVAL  PHASE Store Access Retrieve
  19. 19. Copyright (c) 2013 DataVault, Inc. v2.4 19 SALES
  20. 20. Copyright (c) 2013 DataVault, Inc. v2.4 CAN  AN  OFFICE  RUN  WITHOUT    PAPER? ❖..that  is  the  “million  dollar”  question! ✓Expected ✓Used  to ✓Comfortable  with  it ✓“always  done  that  way” How?..
  21. 21. Copyright (c) 2013 DataVault, Inc. v2.4 14 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..
  22. 22. Copyright (c) 2013 DataVault, Inc. v2.4 21 Your  Perspective..
  23. 23. Copyright (c) 2013 DataVault, Inc. v2.4 6 WHY  -­‐offer  scanning?
  24. 24. Copyright (c) 2013 DataVault, Inc. v2.4  POTENTIAL  (STILL  PAPER)
  25. 25. Copyright (c) 2013 DataVault, Inc. v2.4  POTENTIAL  (STILL  PAPER)
  26. 26. TAKING  YOUR  PIECE WHAT  INCOME  TO  EXPECT SCANNING  SERVICES  ALONE,  WHEN  DONE   CORRECTLY,  CAN  BRING  IN  A  PROFIT  MARGIN  OF  UP   TO  80% LET’S  SEE  AN  EXAMPLE
  27. 27. Copyright (c) 2013 DataVault, Inc. v2.4 22 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
  28. 28. Copyright (c) 2013 DataVault, Inc. v2.4 26 What  you  need.. MENTOR
  29. 29. Copyright (c) 2013 DataVault, Inc. v2.4 29 HOW  –can  we  help? Contact: Byron Aulick byron.aulick@datavault.com (508) 637-1416 PHASE 3: marketing sales training needs assessment training certification training (CIP, CDIA or ECMm) ongoing support 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 BTA members get $250 off!

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