A discussion about Electronic Document Management. Learn how to achieve advantage, leverage your website, integrate with your software and access your documents anywhere, even your mobile device!

1. :
EDM Webinar
Presenters:
Greg Houser – ECM Account Executive
18 years imaging industry experience at local, regional and national companies.
Fortune 100 experience with global equipment and software manufacturer.
Ben Katz – Systems Engineer
Certified Engineer for Office Automation Systems
Marketing/IT Development at FIREPROOF

2. Why EDM
• Physical demands of paper
• Inefficient Processes
• Regulation and Compliance
• Security
What is the problematic nature of paper?

3. Unstructured Data
• Inability to organize.
• Inability to compute.
• Inability to extract information
without manual intervention.
• Multiple copies/versions.
• Lack of control.

4. Trends in the Marketplace
• Healthcare – HIPPA, Hitech, EMR
• Legal – Electronic submissions to court
• Government – Obama Administration Records
Management Directive

5. What does Obama Administration
Directive mean?
• Government Agencies must designate a Senior
Agency Official (SAO) for records by 11/15/12
• SAO must identify permanent records to the
National Archive and Records Administration
(NARA) by 12/31/13
• Manage both permanent and temporary
e-mail in electronic format by 2016
• Manage all permanent records in an
electronic format by 2019

6. But we aren’t the government?
• Landscape is changing.
• Implications of directive will trickle down.
• Competition drives efficiency.
• Paperless viewed as an “Advantage”.

7. How do you achieve advantage?
• Less physical space requirements.
• Better customer service.
• Reduced Costs.
• Improve process time.
• Improved audit controls
• Improved security.

8. Traditional View of EDM
• Search and Retrieval
• Versioning
• Control
• Shared Content
• Enterprise Solution
• Expensive

9. What’s different now.
• Workflow
• Mobile
• Integration
• E-Forms
• Licensing
• Other

10. Workflow
• Using software to route, review, approve
documents electronically
• Potential to automate decisions
• Eliminate bottlenecks
• Streamline processes

11. Mobile
• Executive appeal
• IOS and Android devices growth in corporate
environments
• Traveling management and executives
desire/expect integration
• Full function on the go

12. Integration
• No longer a standalone application
• Must work with everyday application to
deliver organizational value
• SQL, ODBC, QB, GP, MS applications (Outlook),
etc.

13. e-Forms
• Automated Creation of Forms
• Automated Submission of Forms
• Enhance Web-Site reach
• Move system data entry to applicant

14. Licensing
• Concurrent Users (historical model)
– On users server
• Image Count Model
– On users server
• Per GB of Storage
– On the cloud (SaaS)

15. Who is taking advantage?
• Large Corporations
(Enterprise Solution)
• Corporate Departments
(AP, AR, HR, Finance, Compliance, MFG)
• Small to Medium Business
– Same as Corporate Departments
– Manage the paper trail

16. Improve the Process
• Discovery and Simplification
• Capture and Document
• Publication and Animation
• Design and Improve
• Simulate and Optimize
• Generate and Execute
• Monitor and Manage

17. is here to help
• Unique view of records
• Support hybrid solution
• Supporting services available
• Moving information forward!

18. Contact Information
website - www.fireproof.com
www.fireproof.com/blog
Twitter.com/fireproofINFO
Facebook.com/FireproofRecords
LinkedIn/company/fireproof-records-center
YouTube.com/user/FireproofRecordsCtr

19. Questions?

20. Thank You
• Greg Houser – ECM Account Executive
(Ofc) 614.317.9945
(cell) 614.271.8401 ghouser@fireproof.com
• Ben Katz – Systems Engineer
(Ofc) 614.299.2122 bkatz@fireproof.com