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Mike Mahon 
CEO, Zia Consulting 
Alfresco + Zia Consulting Lunch & Learn 
What to give your CIO for the Holidays!
Today’s Agenda 
Introducing Alfresco + Zia Consulting 
Why are we here today? 
Chapter 1: Solving ECM Avoidance 
Chapter 2: Securing Your Content 
Chapter 3: Rapid ROI with Document Automation
Founded 
2005 
Open 
Platform 
Open 
Source 
1300+ 
active customers 
180 
countries 
7 million 
users 
4 billion 
documents 
Document & 
Records 
Management 
300 
employees 
$60M+ 
revenue 
San Mateo Atlanta London Maidenhead Sydney Japan
Compliance 
Team 
Collaboration 
Image 
Management 
Rich Media 
Support 
Web Content 
Services 
Mobile 
Support 
Process 
Management 
Social 
Publishing 
Document 
Management
Introducing Alfresco Cloud Sync 
cloud 
Sync Mobile 
hybrid 
on-premise Simply a smarter 
way to work.
Alfresco in 
information intensive 
industries 
Government & 
Intelligence 
Banking & Insurance Manufacturing Media & 
Publishing 
High Tech
Alfresco Customers
Who is Zia? 
ECM Consultants 
+ 
System Integrators
Why Zia? 
PARTNERSHIPS 
SOLUTION ACCELERATORS 
DELIVERY SERVICES
Why Zia?
Why Zia? 
REDUCE THE RISK 
SOLUTION ACCELERATORS 
• Thousands of Hours of IP 
• Defined Methodologies 
• Pre-Existing Integrations 
A FEW OF OUR FAVORITES 
• Sharepoint, Outlook, Office Integration 
• In Process Capture (IPC) 
• Enterprise Mobile 
• “EasyLegal” 
• ECM Modernization/Consolidation
“EasyLegal” Case Study 
What We Delivered 
• Role-Based View (Matter 
Management) 
• Email & Office Integration 
• Workflow Automation 
• Worldwide Adoption 
• Millions of Files Migrated 
Where We Started 
• Millions of Documents in Email & Shared 
Drives 
• Productivity AND Security Concerns 
• Tried Buying / Tried Building
ECM Modernization Case Study 
What We Delivered 
• Multi-phased Migration of 
Legacy ECM to Alfresco 
• Phase 1 – Over 2 million 
documents from 
Documentum 
• Projected Savings of $1.5 
million over 5 years 
Where We Started 
• 70 Agencies 
• 14 ECM Systems 
• Unable to Find, Unable to Share 
• Costly to Support / Maintain 
• Difficult (Impossible) to Upgrade
Why Zia? 
DELIVER THE RESULTS 
ZIA SERVICE OFFERINGS
ActiveMigrate Case Study 
What We Delivered 
• Alfresco Share with Custom UI 
• Business Rules/Workflows 
• Tools: Open Source + Custom 
Import/Export 
Where We Started 
• Customer Support Knowledge Base 
• Proprietary Legacy Database 
• “In-Process” Docs – Editing, Review
ActiveMigrate Case Study 
What We Delivered 
• 25 Million Documents 
• 15 Metadata Fields 
• Alfresco Repository + Custom UI 
• Tools: Bulk File-System Import 
Where We Started 
• Court Documents – Legacy + New e-Filing 
System 
• Lexis Nexis + Shared Drives 
• Daily Updates to Documents
Why Zia?
What Keeps You Up at Night?
Content Everywhere 
90% of the World’s Data 
Has Been Generated 
Over the Last Two Years 
(Science Daily, May 2013)
• Paper 
• Fax 
• Email 
• Website/Portal 
• Social Media 
• Mobile 
How’s it Getting In?
What Keeps You Up at Night? 
ECM AVOIDANCE COST & COMPLEXITY 
ECM SHELFWARE 
• Slow 
• Where is My Content? 
• Shared Drives 
• Email 
• Cloud Sites 
• Failed Implementations 
HIGH COST, LOW VALUE 
• Maintain 
• Upgrade 
• SharePoint Bloat 
SPRAWL 
• Content Silos 
• Data Risk 
ANYTHING BUT…
Gartner predicts Enterprise Content will grow by 
500% in the next 5 years 
It is NOT Junk, but we don’t know what it is, how 
valuable it is, or how risky it is 
Users avoid governance and difficult to use 
systems 
Content Chaos! 
Strict regulations are not working 
How do you distinguish what matters? 
If 68% of our information is junk?
What Keeps You Up at Night?
What Keeps You Up at Night? 
COST OF DOCUMENT PROCESSING COST OF INFORMATION GOVERNANCE 
Paper & People Costs 
• Front Office / Back Office 
• Manual Process (5+ people) 
• “Paper Problem” 
• Integration Dependent 
• Compliance
For Example: Mortgage Loans 
PERCENTAGE OF LOANS OVER 800 PAGES PERCENTAGE OF LOANS WITH 500-900 PAGES 
• 2010 – 3% 
• 2013 – 11% 
• Q1 2014 – 16% 
• Conventional – 52% 
• FHA – 53% 
• VA – 77% 
• USDA – 79% 
• Mortgage Banking Magazine – September 2014
Today’s Agenda 
Introducing Alfresco + Zia Consulting 
Why are we here today? 
Chapter 1: Solving ECM Avoidance 
Chapter 2: Securing Your Content 
Chapter 3: Rapid ROI with Document Automation
Questions? 
Alfresco + Zia Consulting Lunch & Learn 
What to give your CIO for the Holidays!

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Introducing Zia Consulting - What to Give Your CIO

  • 1. Mike Mahon CEO, Zia Consulting Alfresco + Zia Consulting Lunch & Learn What to give your CIO for the Holidays!
  • 2. Today’s Agenda Introducing Alfresco + Zia Consulting Why are we here today? Chapter 1: Solving ECM Avoidance Chapter 2: Securing Your Content Chapter 3: Rapid ROI with Document Automation
  • 3. Founded 2005 Open Platform Open Source 1300+ active customers 180 countries 7 million users 4 billion documents Document & Records Management 300 employees $60M+ revenue San Mateo Atlanta London Maidenhead Sydney Japan
  • 4. Compliance Team Collaboration Image Management Rich Media Support Web Content Services Mobile Support Process Management Social Publishing Document Management
  • 5. Introducing Alfresco Cloud Sync cloud Sync Mobile hybrid on-premise Simply a smarter way to work.
  • 6. Alfresco in information intensive industries Government & Intelligence Banking & Insurance Manufacturing Media & Publishing High Tech
  • 8. Who is Zia? ECM Consultants + System Integrators
  • 9. Why Zia? PARTNERSHIPS SOLUTION ACCELERATORS DELIVERY SERVICES
  • 11. Why Zia? REDUCE THE RISK SOLUTION ACCELERATORS • Thousands of Hours of IP • Defined Methodologies • Pre-Existing Integrations A FEW OF OUR FAVORITES • Sharepoint, Outlook, Office Integration • In Process Capture (IPC) • Enterprise Mobile • “EasyLegal” • ECM Modernization/Consolidation
  • 12. “EasyLegal” Case Study What We Delivered • Role-Based View (Matter Management) • Email & Office Integration • Workflow Automation • Worldwide Adoption • Millions of Files Migrated Where We Started • Millions of Documents in Email & Shared Drives • Productivity AND Security Concerns • Tried Buying / Tried Building
  • 13. ECM Modernization Case Study What We Delivered • Multi-phased Migration of Legacy ECM to Alfresco • Phase 1 – Over 2 million documents from Documentum • Projected Savings of $1.5 million over 5 years Where We Started • 70 Agencies • 14 ECM Systems • Unable to Find, Unable to Share • Costly to Support / Maintain • Difficult (Impossible) to Upgrade
  • 14. Why Zia? DELIVER THE RESULTS ZIA SERVICE OFFERINGS
  • 15. ActiveMigrate Case Study What We Delivered • Alfresco Share with Custom UI • Business Rules/Workflows • Tools: Open Source + Custom Import/Export Where We Started • Customer Support Knowledge Base • Proprietary Legacy Database • “In-Process” Docs – Editing, Review
  • 16. ActiveMigrate Case Study What We Delivered • 25 Million Documents • 15 Metadata Fields • Alfresco Repository + Custom UI • Tools: Bulk File-System Import Where We Started • Court Documents – Legacy + New e-Filing System • Lexis Nexis + Shared Drives • Daily Updates to Documents
  • 18. What Keeps You Up at Night?
  • 19. Content Everywhere 90% of the World’s Data Has Been Generated Over the Last Two Years (Science Daily, May 2013)
  • 20. • Paper • Fax • Email • Website/Portal • Social Media • Mobile How’s it Getting In?
  • 21. What Keeps You Up at Night? ECM AVOIDANCE COST & COMPLEXITY ECM SHELFWARE • Slow • Where is My Content? • Shared Drives • Email • Cloud Sites • Failed Implementations HIGH COST, LOW VALUE • Maintain • Upgrade • SharePoint Bloat SPRAWL • Content Silos • Data Risk ANYTHING BUT…
  • 22. Gartner predicts Enterprise Content will grow by 500% in the next 5 years It is NOT Junk, but we don’t know what it is, how valuable it is, or how risky it is Users avoid governance and difficult to use systems Content Chaos! Strict regulations are not working How do you distinguish what matters? If 68% of our information is junk?
  • 23. What Keeps You Up at Night?
  • 24. What Keeps You Up at Night? COST OF DOCUMENT PROCESSING COST OF INFORMATION GOVERNANCE Paper & People Costs • Front Office / Back Office • Manual Process (5+ people) • “Paper Problem” • Integration Dependent • Compliance
  • 25. For Example: Mortgage Loans PERCENTAGE OF LOANS OVER 800 PAGES PERCENTAGE OF LOANS WITH 500-900 PAGES • 2010 – 3% • 2013 – 11% • Q1 2014 – 16% • Conventional – 52% • FHA – 53% • VA – 77% • USDA – 79% • Mortgage Banking Magazine – September 2014
  • 26. Today’s Agenda Introducing Alfresco + Zia Consulting Why are we here today? Chapter 1: Solving ECM Avoidance Chapter 2: Securing Your Content Chapter 3: Rapid ROI with Document Automation
  • 27. Questions? Alfresco + Zia Consulting Lunch & Learn What to give your CIO for the Holidays!

Editor's Notes

  1. COMPANY AT A GLANCE #1
  2. Our sweet spot – industries that need process, control and collaboration
  3. Proud of this snapshot of a few of our great customers… Many more we could not list but a sample set of how we reach cross-vertical and around the globe. Excited about our line-up at Summit – this is a transition year for us – we are now bringing both IT and customers to the table in one, unified conference. We have aimed to shape this first new format our annual event to truly be the place where IT and business intersect and truly PUT CONTENT TO WORK. A few highlights to look forward too: NOTE – I WILL ADD A FEW LOGOS TO THE SLIDE BUT HERE ARE DRAFT TALKING POINTS TOO Barcelona: * Grupo Eulen: The CIO of Grupo Eulon will be discussing his team's efforts to go paperless Stadtwerke Munich (logo not on slide): The public works team for the city of Munich will give a detailed look at how they use Alfresco to provide governance and collaboration for their construction projects UK Power Networks (logo not on slide): The Program Manager for UK Power Networks will do a detailed case study of how content keeps the lights on NHS: The former CIO for the NHS Institute for Innovation and Improvement will be participating on the panel on Alfresco in government to discuss his deployment of Alfresco. Eurostar (logo not on slide): Eurostar will explain the mobile deployment they use to keep the trains running on time Boston: * PGA TOUR (logo not on slide): PGA TOUR will explain how they use Alfresco Workdesk to keep the series on track. * LexisNexis: The VP of Technology Architecture at LexisNexis will explain how they leverage Alfresco in their business by adding an open source search extension IHG: InterContinental Hotels Group will describe how they leverage Alfresco in the cloud to manage their content * Michelin: The project leader at Michelin will explain lessons he learned running the Alfresco project * Saks 5th Avenue: Saks 5th Avenue will describe how they built their online store on top of Alfresco.
  4. http://www.secnap.com/support/whitepapers/laptop-loss-costs.html