Alfresco Day New York - Zia Consulting
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As the Alfresco Partner of the Year 2015, Zia Consulting brings vast experience in records and content management solutions to the table. By working with SeeUnity, the leaders in content integration, we address the content chaos needs of your enterprise to better manage and secure important documents. With SeeUnity modules, we help organizations move away from legacy ECM systems through migration or co-existence with existing technologies.
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Alfresco Day New York - Zia Consulting
- 1. Desperately Seeking Savings Phil Robinson, Zia Consulting
- 2. Your Document Processes Where You Spent Money Where You Spend Money
- 3. Automating the Rest • Processes, Not Core Systems – Claims, Loans – Applications • Corporate Finance/AP • Human Resources • Corporate Legal Automation
- 4. People, Paper, Process Costly Complex Slow Error- Prone
- 5. What’s in it for You? • 50%+ Increase in Productivity • ROI <9 months • 10-20% Growth Without Headcount • 80% Reduction in Error Rates • 85% Reduction in Processing Time Results
- 6. What If We Classified Everything? Your Classification Our Classification
- 7. And Processes Were Automated? Your Process Our Process
- 8. And Systems Were Integrated? Your Users Our Users
- 10. Case Study: Claims Automation The Problem: – Slow, Manual Paper-Based Mailroom – Multiple Core Systems and Legacy ECM Repository – Limited Ability to Access Claims Content Based on Roles CaseStudy The Solution: – Ephesoft Intelligent Classification & Extraction – Alfresco Content Hub & Activiti BPM – “Virtual Repository” for Access to Legacy/Core Systems
- 11. Case Study: Claims Automation The Results: – Initial Processing Reduced from Eight Hours to 15 Minutes – Single “System of Record” with Access Via User Tools – Zia ActiveMigrate to Move Over 10 Million Legacy Documents in Seven Days CaseStudy
- 12. Automating Compliance • Collaboration Meets Enterprise Governance • Automated Archiving: Outlook, SharePoint, ERP/CRM, etc. • “Event-Driven” RM • Photos, Audio, Video Files EasyRM
- 13. Automating Security • No Change to User Behavior/Business Process • Existing Tools – Outlook – Dropbox, SharePoint • Copy & Paste/Print Screen • Monitoring & Reporting Security
- 14. Who is Zia? EST. 2003 Boulder, CO Critical Not Casual Controlling Chaos + Delivering Rapid ROI Process & Integration Open Platforms Content People
- 15. Phil Robinson SVP Business Development Zia Consulting phil@ziaconsulting.com
Editor's Notes
- Welcome – thank you – some of you attended our first webinar on claims automation, thanks for joining us again – for those who didn’t - Phil Robinson – bit of my background – before moving into technology and ECM specifically, spent 10+ years in insurance, both P&C and Reinsurance But not about me, the processes and systems that I’ve used - About your organization – your systems, your processes what do I mean by this title – today we’re going to not focus on the core business functions of applications or claims, but instead look at in effect everything else – your back office from corporate legal to finance to HR Our IP as Zia – understanding how to apply modern, really next-generation technologies to your business process – how to apply intelligent capture, email integration, advanced workflow central content hub for document & image/video management, enterprise integration, records management, and more… So let’s get started
- So as I said - while underwriting and claims are the primary focus of many insurance companys' technology investments, significant benefits can be gained through automation solutions for back office functions from employee onboarding to accounts payable. Whether it’s by leveraging tools like Document Assembly for corporate legal or automated ERP integration for corporate finance, the results can substantially help organizations meet their operational goals in cost reduction and enhanced compliance. Today we will look at how our insurance document automation solutions – often built around the concepts of case management - can transform your business processes and help you achieve these 2016 goals. Built on the Alfresco ECM platform, our solution allows users to continue working with the tools they prefer, while automating around them So what do we mean here – Invested in modernizing core systems / insurance suites – guidewire, duck creek, whomever How much time spent on contracts automation, or invoice automation - how manage paper, workflow, access to documents, storing of records, - and yet often these are areas where substantial cost savings can occur
- Understand this might be the non-glamorous side with IT investments But we’ll look at the substantial benefits available through automation of what are largely “case management” business processes – including a corporate legal case where the company literally was able to save thousands of hours a month With HR from Applications to Onboarding to Offboarding And automating the RM / Archiving process Through invoice automation
- Costly – How much money is spent in your organization managing the paper & processes around invoices, or employee applications, or legal cases Complex – documents via paper, fax, email, upload, mobile – what about facebook or twitter? For many – because of the lack of integration – for digital documents, perhaps arriving via email – have Print + ReScan issue Slow – Modern consumer – want instant access, instant answers – where’s my application status Manually entering data – perhaps from one screen to the next Error Prone What happens w/ manual entry – errors
- We see over & over with automation solutions like these – Over 50% increase, less than 9 months ROI Study we mentioned last time – 10% to 20% growth without headcount And reduce errors by 80% and processing time by 85% For organizations it’s about: Profitability Customer Satisfaction / Retention Compliance Growth Actionable BI
- Everything – whether paper, fax, email, upload, mobile, etc… Classified, data extracted & validated With full page OCR – and without bar codes or seperator pages With accuracy What if you only focus on exceptions – with invoices, applications, etc…
- Including Doc Assembly or Doc Generation Workflow, Records Management, ERP/CRM And obviously Insurance Management / Case Management Systems EXAMPLE – ITM Twenty First??? And kicked off business process Flexible Tasks / roles, integrated with tools like Outlook, a content / ECM hub Automation of tasks like Records Management
- And ultimately the value of letting people use the tools they know, and work with every day – enhances productivity and adoption of systems and processes Not “two screen” problem - Dallas and Minnesota and NYC Not “print & rescan” problem Single system of record, with access for all
- So what are the building blocks or tools that we use? Starts with Intelligent Classification & Extraction as we said – as some have said “it basically pays for itself” – our partner and recommended vendor is Ephesoft, Central Content Hub – ECM “single system of record” – Alfresco Activiti for BPM And delivered to Systems like StoneRiver, Guidewire + also Legacy Mainframe Systems (again B&L had 6 claims systems) – or ERP/CRM/HCM systems
- So let’s see what this looks like for one of our customers – as noted - Baldwin & Lyons specializes in insurance for the transportation industry. Through its many property and casualty insurance companies and brokerage firms, the company accepts risks covering more than a dozen different specialty products and services. After years of growth recognized need to address number of issues: Very paper based, manual – recognized need for new solution for digital imaging including classification & extraction Content silos – had created mainframe based solutions over years, resulting in six different policy admin systems, billing systems, and claims system Access – legal team to access claims documents, had to actually ask someone in claims – wanted a single system of record that all could access who needed Baldwin & Lyons Insurance Solution Ephesoft for Intelligent Classification & Extraction Established Alfresco as an “ECM Content Hub” & Activiti BPM “Virtual Repository UI” for access to Legacy / Core Systems
- Was average of 7-8 hours (say 8 hours) from time documents arrived until a claims adjuster could work on them, now down to 15-20 minutes (say 15 minutes) "Revolutionize" the business - didn't change, transform Single system of record - previously if legal wanted to see claims docs, had to request access to claims management system - now access direct, original docs in Alfresco - as does claims through CMS Zia’s ActiveMigrate to move 10 Million Documents from Legacy Systems Roadmap for SharePoint and Email Integration “We thought pulling off a cultural change was going to be a challenge, but it turns out, once you get people engaged and excited about something, they trigger the change and you don’t have to drag them along. Today, change is a way of life for people we didn’t think it would be easy to convince to change at all” – Brian Gray, Managing Director of Application Development, Baldwin & Lyons
- Store in a single system of record Access by legal, claims, underwriting Archiving / storage of growing size of photos, audio, video
- Store in a single system of record Access by legal, claims, underwriting Archiving / storage of growing size of photos, audio, video
- Our History / Our Focus We do content – not just any content, but critical. With a focus on process-intensive content Take our skills and build repeatable solutions on open platforms To again help you control your chaos and automate your manual/paper-centric processes