Here are the slides from AMI's webinar on Digital Transformation using the Laserfiche model. Here is a link to the actual webinar recording - http://web.amipaperless.com/digital-transformation-webinar.

1. Welcome!
How to Navigate (preferably Leapfrog)
the 5 Stages of Digital Transformation
June 22, 2017 Simplify Work!

2. How to interact today…
Type your comments and
questions here throughout
Raise your virtual hand to ask an
audio question at the end
Please enter AUDIO PIN

3. You are in the right place if…
• New to Digital Transformation and want to learn how to do it
RIGHT and not waste years and tons of money on trial and error
OR…
• Experienced and somewhere on the Digital Transformation journey
but want to get to the next level ASAP!
• Applicable to both our current customers and especially
prospective customers looking for a valuable training with
actionable insights

4. Here’s what you’ll learn today…
• 5 strategic phases to build your organization into a truly transformed, digital workplace
• The key pain points that can be solved in each phase of your organization's transformation and their
rewards
• A structured framework for content digitization, process automation, analytics and secrets to leapfrog
stages
• A personalized assessment revealing which phase you are currently in and how to move up
• How to overcome the common challenges including: buy-in, presenting to management, change
management, etc.
• Sneak peek demos of how it might look and feel
• Plenty of time for Q&A

5. Bonuses, Surprises & Giveaways
1. One Page Cheat Sheet PDF
2. Link to Personalized Online
Assessment
3. Digital Transformation
Roadmap

6. Bonuses, Surprises & Giveaways
• Map current stage
• Understand current costs, issues and gaps
• Envision benefits and savings of next phases
• Establish a budget for potential solutions/services
• Sum it all up in a Cost Benefit Analysis
• See a custom-tailored demo
Valued at over $2000.
Complimentary Digital Transformation
Assessment & Roadmap

7. So why am I
talking to you
about Digital
Transformation
today?

8. Meet your presenter
George Bandarian II
President & CEO
AMI – The Paperless Co.
• Certfied CDIA+ and ECMp
• Over 15 years experience helping customers
transform before the term DT was popular
• Over 15 years experience in design, build, and
deployment of DT systems and services
• Speaker on automation, efficiency, document
management, outsourcing

9. Company
Approaching 50 years in business, AMI is a full-service DTP (Digital
Transformation Provider) company consulting clients to increase their
profits by eliminating paper and automating document processes.
We digitize information to improve knowledge worker productivity so that
business can make better business decisions.
As a trusted advisor in the area of Process Improvement, we deliver
solutions through our consulting, software, scanning, outsourcing,
implementation, integration and support services.

10. The “AMI Approach”
Our documented, repeatable, scalable process
to achieve our #1 Core Value of Client Delight.
And also allows us to be the ONLY full-service
Document Management services provider who
backs everything with “AMI Assurance” our full
money-back guarantee.

11. “How can a business
born analog grow like
digital businesses?”

12. What is Digital Transformation?
Analyst firm:
The realignment of or investment in new technology, business models
and processes to drive value for customers and employees and more
effectively compete in an ever-changing digital economy.
My version:
Our acceptance of and response to the fact that our customers,
employees and vendors expect almost everything to be digital,
instant, accessible and real-time, and, that this requirement is only
going to grow exponentially with boomers retiring and millennials
taking over.

13. Step 1: Customer Journey
Start with mapping the Customer Journey
Live a day in the life of your customers
Find out what are the companies, products and service they love

14. IDC
This IDC study uses the IDC FutureScape model to provide an assessment of the key
trends for the next year and their long-term impact. Over the past year, we have
seen tremendous momentum in the influence of digital transformation (DX) on
technology spending across geographies and industries. Digital transformation is a
board-level initiative and is at the heart of business strategies for companies of all
sizes.
"IDC estimates that there is the potential for over $18 trillion of new value to be
harvested. However, we are still at the early stages and we offer our annual
FutureScape predictions to provide planning assumptions for companies that are
creating their investment strategies related to DX."
Bob Parker, group vice president and Digital Transformation lead at IDC

18. “Everything should be
made as simple as
possible, but not
simpler.”
Albert Einstein

19. Title of presentation (Edit in View tab > Slide Master) | 21
1 2 3 4 5
Digitize
Documents
Organize
Content
Automate
Processes
Streamline
Processes
Transform
Processes

20. Title of presentation (Edit in View tab > Slide Master) | 22
1 2 3 4 5
Digitize
Documents
Organize
Content
Automate
Processes
Streamline
Processes
Transform
Processes

21. Title of presentation (Edit in View tab > Slide Master) | 23
1 3 4 5
Digitize
Documents
Automate
Processes
Streamline
Processes
Transform
Processes
2
Organize
Content

22. Title of presentation (Edit in View tab > Slide Master) | 24
1 2 4 5
Digitize
Documents
Organize
Content
Streamline
Processes
Transform
Processes
3
Automate
Processes

23. Title of presentation (Edit in View tab > Slide Master) | 25
1 2 3 5
Digitize
Documents
Organize
Content
Automate
Processes
Transform
Processes
4
Streamline
Processes

24. Title of presentation (Edit in View tab > Slide Master) | 26
1 2 3 4
Digitize
Documents
Organize
Content
Automate
Processes
Streamline
Processes
5
Transform
Processes

25. Title of presentation (Edit in View tab > Slide Master) | 27
1 2 3 4 5
Digitize
Documents
Organize
Content
Automate
Processes
Streamline
Processes
Transform
Processes
Poll: What Stage are you in currently?

26. Title of presentation (Edit in View tab > Slide Master) | 28
PHASE 1
Digitize
Documents

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Phase 1 Digitize Documents
•Excessive storage and retrieval costs
•Risk of losing important documents
•No control over who can access
what documents
•A paper-heavy office
Key Pain Points

28. Title of presentation (Edit in View tab > Slide Master) | 30Title of presentation (Edit in View tab > Slide Master) | 30
Phase 1 Digitize Documents
•Reduce document storage expenses
•Secure critical documents with
disaster recovery
•Easily manage access to
sensitive content
•A paperless office
Rewards

31. Flow - ERP for our BPO/Scanning operation
• Provides full chain of custody for all
on-site and off-site projects
• Tracks all time on all tasks on all
boxes
• Provides reports
• Customer-facing portal to check job
status, request documents and
schedule pickups.

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PHASE 2
Organize
Content

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Phase 2 Organize Your Content
•Paper-based data entry
•No shared access to documents
•Difficulty finding documents
•Redundant work activity
Key Pain Points

34. Title of presentation (Edit in View tab > Slide Master) | 36Title of presentation (Edit in View tab > Slide Master) | 36
Phase 2 Organize Your Content
•Minimal data entry and reduced
human error
•Centralized, secured
document access
•Enable document collaboration
•Fewer duplicate work tasks
Rewards

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PHASE 3
Automate
Processes

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Phase 3 Automate Your Processes
•Time-consuming, manual processes
•Difficulty complying with regulations
•Inconsistent, disorganized
business processes
•Lack of data integration
between applications
Key Pain Points

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Phase 3 Automate Your Processes
•Increased productivity and
elimination of manual tasks
•Standardized, mapped-out processes
•Easy integration between
applications
•Simplified compliance that
addresses regulatory concerns
Rewards

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Impact of Automating Payables

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PHASE 4
Streamline
Processes

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Phase 4 Streamline Your Processes
•Cumbersome, complex processes
•Lacking data policy oversight
•Difficulty determining staffing levels
•Minimal process visibility
Key Pain Points

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Phase 4 Streamline Your Processes
•Streamlined, simplified business processes
•Improved compliance, data oversight
and data quality
•Ability to reach optimal staffing
levels using analytics
•Increased vision into process
health and performance
Rewards

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PHASE 5
Transform
Processes

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Phase 5 Transform Your Processes
•Limited analytics for gaining
business insight
•Processes are not aligned with
business needs
•Change management costs
Key Pain Points

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Phase 5 Transform Your Processes
•Predictive analytics create new ways
to improve doing business
•Processes are built for growth and to
support organizational goals
•An agile business ecosystem
Rewards

45. Title of presentation (Edit in View tab > Slide Master) | 47
Vendor Create
Invoice
Print
Invoice
Stuff/Stamp
Invoice
Overnight/
USPS
Sort Mail Route Invoice Code & Approve Check Budget
Enter Into ERP File InvoiceProcess A Payment
Before

46. Title of presentation (Edit in View tab > Slide Master) | 48
Vendor Create
Invoice
Print
Invoice
Stuff/Stamp
Invoice
Overnight/
USPS
Sort Mail Route Invoice Code & Approve Check Budget
Enter Into ERP File InvoiceProcess A Payment
After

47. Title of presentation (Edit in View tab > Slide Master) | 49
1 2 3 4 5
Digitize
Documents
Organize
Content
Automate
Processes
Streamline
Processes
Transform
Processes

48. Questions so far?

49. Case Studies

50. Digital Transformation Hacks (the Leapfrog!)
Stage 1. Digitize Documents 2. Organize
Documents
3. Automate
Processes
4. Streamline
Processes
5. Transform
Processes
The Hard
Way
DIY – use MFPs, buy
scanners, software, hire
temps, manage the process,
pull your hair
Find the cheapest scanning
company
Scan to PDFs on
the server, use
SharePoint or other
expensive
complicated ECM
systems
Expensive BPM
systems, waterfall
methodology
trying to document
everything upfront,
system dictates
how you work
Create reports in
Excel
Reports,
Descriptive
analytics
Leapfrog Partner with a professional,
experienced high-quality
document imaging company
for at least the backlog if not
also day-forward
Automate capture:
document classification and
indexing, like with
QuickFields
Get a cost-effective
easy to use elegant
system that works
the way you work –
folder structure,
full-text search, key
fields searches.
Easy to configure
workflow software
Eforms software
Out of the box
integration
100 BPL Templates
out of the box
Business Process
reporting and
analytics
Predictive analytics
Prescriptive
analytics
Machine Learning
AI

51. How do we manage change?

52. How do we manage change?

53. How do we manage change?
1. Software: Ease – of use, administration, design
2. Provider: Experience
3. Proof of Concept
4. Pilot: Low-hanging fruit or High Value
5. Balance of Upfront Planning with Phased, Iterative
approach

54. “It’s not the strongest species that
survives, nor the smartest, but the
ones that are most adaptable to
change.”
Charles Darwin

55. Complimentary Digital Transformation Assessment & Roadmap
• Map current stage
• Understand current costs, issues and gaps
• Envision benefits and savings of next phases
• Establish a budget for potential solutions/services
• Sum it all up in a Cost Benefit Analysis
• See a custom-tailored demo
Valued at over $2000.
Visit the following page now:
web.amipaperless.com/DTA
We can only offer this to limited number of companies so the offer expires a
week from today – next Thursday June 29, 2017 @ Midnight or the first 25
companies – so go now!

57. Thank you for your interest!
Simplify Work!
Q&A, Feedback & Next Steps