The document outlines the advantages and opportunities of implementing enterprise solutions at Keymark Inc., emphasizing improved data visibility and streamlined processes across departments. It discusses the importance of proper licensing, defining business processes, building a capable team, and leveraging partnerships for successful implementation. Additionally, it offers next steps, including a free assessment to evaluate potential success with an enterprise model.

1. ENTERPRISE SOLUTIONS
KEYMARK INC. | MAY 22, 2014 | GREENVILLE, SC

2. ADVANTAGES,
OPPORTUNITIES AND
CONSIDERATIONS

3. Enterprise Advantages
• Uniform representation of data.
• Ability to focus workers who used to handle data
entry on organizational improvements using the
data available through enterprise ECM.
• Improved reporting and increased visibility across
the organization for senior management.

4. Who benefits company-wide?
• Department managers attain the same benefits you
have.
• C-Level executives gain increased visibility and see
communication across departments.
• Every end user - It can be underlying with LOB App
as the user interface. Or, it can be a common user
interface enterprise-wide.

5. Enterprise Opportunities to Consider
• You have the seats covered now and moving
forward.
• From here, you research functionality and only add
server modules to expand your capabilities.
• If you have AP, evaluate HR (and vice versa). If you
have an LOB solution evaluate Back Office.

6. LICENSING

7. Enterprise Licensing – OnBase
• Based on number of employees
– Must be auditable
• 10% growth clause
• Access, workflow, workview or all/some/one of the
above.

8. Enterprise Licensing – Capture
• Regardless of your capture product, licensing is
based on volume.

9. WHY TAKE AN ENTERPRISE
APPROACH?

10. • Break down information barriers between
departments

11. • Break down information barriers between
departments
• Truly implement document retention policies

12. • Break down information barriers between
departments
• Truly implement document retention policies
• Reduce Risk

13. • For all the reasons you implemented a
departmental solution

14. • For all the reasons you implemented a
departmental solution
– Process Automation and Optimization
– Control
– Content Reuse
– Information Integrity

15. • For all the reasons you implemented a
departmental solution
– Ease of Access
– Compliance
– Cost Reduction
– Customer and Employee Satisfaction

16. WHY NOW?

17. • Competitive landscape

18. • Competitive landscape
• Leverage the software and infrastructure
investment you’ve already made

19. • Competitive landscape
• Leverage the software and infrastructure
investment you’ve already made
• Leverage the investment in human capital you’ve
already made

20. HOW DO I GET THERE?

21. • The three P’s

22. • The three P’s
– Processes

23. • The three P’s
– Processes
– People

24. • The three P’s
– Processes
– People
– Partners

25. Processes
• Ideally, you already have a clear definition of your
business processes
– Complexity
– Business value
– Regulatory and compliance constraints
– Impact on people

26. Processes
• Ideally, you already have a good definition of your
business processes
• Realistically, most people have a good idea of what
processes exist and a subjective view of value the
value of each

27. Processes
• In order to be effective, you simply need to have a
process for identifying and defining processes that
are a fit for ECM
– The Goldilocks Principle

28. Processes
• Identify processes that are not too difficult and not
too simple

29. Processes
• Identify processes that are not too difficult and not
too simple
• Identify processes where automation can have a
significant business impact and quantify it.

30. Processes
• Identify processes that are not too difficult and not
too simple
• Identify processes where automation can have a
significant business impact and quantify it.
• Get business buy in from the top down.

31. Processes
• Measure your success

32. Processes
• Measure your success
• Leverage past successes and move on

33. People
• Your team is the most important factor in your
ability to be successful

34. People
• Build a team that is capable and self-sufficient

35. People
• Build a team that is capable and self-sufficient
– At least two people to start with, but three or four would
be better

36. People
• Build a team that is capable and self-sufficient
– At least two people to start with, but three or four would
be better
– Train them – System Administration, Workflow Design

37. People
• Build a team that is capable and self-sufficient
– At least two people to start with, but three or four would
be better
– Train them – System Administration, Workflow Design
– Train them some more – OnBase API, Supporting
OnBase, Workview

38. People
• Build a team that is capable and self-sufficient
– Add a business analyst to the mix

39. People
• Build a team that is capable and self-sufficient
– Add a business analyst to the mix
– Make use of other available assets – OTTC, TechQuest,
Premium Training, Hyland Communities

40. People
• Build a team that is capable and self-sufficient
– Add a business analyst to the mix
– Make use of other available assets – OTTC, TechQuest,
Premium Training, Hyland Communities
– User Groups, Networking Opportunities

41. Partners
• Lean on your partners when needed

42. Partners
• Lean on your partners when needed
– Technology Updates

43. Partners
• Lean on your partners when needed
– Technology Updates
– Support Services

44. Partners
• Lean on your partners when needed
– Technology Updates
– Support Services
– Consulting Services

45. Partners
• Lean on your partners when needed
– Technology Updates
– Support Services
– Consulting Services
– Turnkey Projects

46. Partners
• Lean on your partners when needed
– Staff Augmentation

47. NEXT STEPS

48. Free Two-Day Assessment
• BPM Group will come onsite (you pay travel only)
and evaluate your potential success with the
enterprise model.
• Includes evaluation of department uses and core
LOBs.
• Can assist with ROI evaluation.

49. Contact Your Account Manager
• Your account manager is here to help you.
• So am I:
– Victoria Pruitt
– 864-343-0341
– Victoria.pruitt@keymarkinc.com
• And Kami!
– Kami Turner
– 864-343-0320
– Kami.turner@keymarkinc.com

50. THANK
YOU!