Zia Consulting provides Initial Consulting Engagements (ICE) to help clients build the right foundation for their document management and workflow deployments. ICE involves three phases - a discovery process and assessment, technical assessment, and a roadmap and project management plan. The discovery process identifies business requirements, the technical assessment reviews integration needs, and the roadmap delivers a project plan. ICE is available at the departmental, corporate, and enterprise levels. A case study showed ICE helping a company complete an Alfresco and integration project in under 9 months. Zia recommends an ICE initiation call to discuss next steps.

1. Zia Consulting
Initial Consulting Engagements (ICE)
Building the Right Foundation
For Your Deployment

2. Today’s Agenda
• Where do we deliver ICE?
• What is ICE?
• ICE Case Study
• Why Zia?
• What Next?

3. Where do we deliver ICE?
• Enterprise Content Management
• Document & Records Management
• Workflow/BPM
• Powered by Alfresco
• Intelligent Document Capture
• OCR Classification & Extraction
• Ephesoft Inside

4. What is ICE?
Three Levels
• Departmental
• Corporate
• Enterprise
Three Phases
• Discovery Process & Assessment
• Technical Assessment
• Roadmap & Project Management Plan

5. Three Levels of ICE
• Departmental
• Single Product
• Single Location
• Minimal Customization / External Integration
• Corporate
• Additional Products
• Multiple Geographic Locations
• Two or More Integrations
• Custom Workflow Development
• Enterprise
• Multiple Variables Exceeding Corporate
• Custom Quote

6. Discovery Process & Assessment
Actions:
• Review High-Level Goals
• Determine Business Requirements
• Review Application Requirements & IT Architecture
Timing
• Departmental – Typically 2 weeks
• Corporate – Typically 3 weeks
Deliverable – Documented Findings on:
• Product Fit (Alfresco / Ephesoft)
• How Product Addresses Business Requirements
Cost – Starting at $12k + T&E for Departmental

7. Technical Assessment
Actions:
• Technical Review covering Deployment Architecture,
Systems Integrations, Disaster Recovery, High Availability
& other technical requirements
• Delivered by Zia Business Analyst & ECM Architect
Timing
• Departmental – Typically 2 weeks
• Corporate – Typically 3 weeks
Deliverable
• Initial Technical Solution Specification & Design
Cost – Starting at $20k + T&E for Departmental

8. Roadmap & Project Mgmt Plan
Actions:
• Build Project Roadmap based on output from Business &
Technical Assessment
• Includes Project Management & Implementation Plan with
Success Criteria & Solution Adoption Matrix
Timing
• Departmental & Corporate – Typically 1 week
Deliverable –
• Project Management Plan
• Solution Adoption Matrix
Cost – Starting at $8k for both Departmental &
Corporate

9. ICE Case Study
Company
• Leading Electronic Design &
Semiconductor Mfr.
Technologies
• Alfresco, MuleSoft, JasperSoft
ICE Components
• Discovery Process & Assessment
• Technical Assessment
• Followed by Implementation
Results
• Project Completion < 9 months
• Advanced Workflow
• ERP & BI Integration

10. Leading WW Partner for Alfresco & Ephesoft
We Deliver
• Rapid ROI via Document Automation Systems
• Increased User Adoption via EasyECM Solutions
We Provide (Services to Get You There)
• Initial Consulting Engagements (ICE)
• Zia Migration Services
Why Zia?
PARTNER OF THE YEAR 2013
PARTNER OF THE YEAR 2012

11. Vertical Focus Areas
• Financial Services
• Mortgage
• Insurance
• Banking
• Government
• State/Local
• Technology & Telco
• Manufacturing

12. Departmental Focus Areas
Zia’s Simple + Secure Back Office
Corporate
Functions
Corporate
Legal
Human
Resources
Tax
Accounts
Payable
Procurement
/ Contracts

13. • ICE Initiation Call
• Talk to Us / Talk to Our Customers
• Enterprise Trial – Ephesoft/Alfresco
Renovation Roadshow - http://www.ecmrenovation.com/
• Dallas – May 8th
• Denver – May 15th
• Chicago + more!
Learn More:
• ICE Homepage - http://www.ziaconsulting.com/ice/
• Resources - http://www.ziaconsulting.com/home/resources/
• Webinars & Videos
• Data Sheets & Brochures
• Case Studies
What Next?