Nelson Cano, Solutions Principal, Cima Software Corporation, presents the benefits of a collaborative document management platform at ITEX 2015. The presentation covered how companies are realizing the need to move beyond traditional "in-house only" back end processes to more collaborative business processes in order to gain truly competitive advantages, reduce operational costs and streamline their operations. Collaborative Document management solutions will enable your customers to engage partners/customers/vendors/subcontractors as they perform critical processes.

1. EXPLORING THE BENEFITS OF A
COLLABORATIVE DM PLATFORM VS.
A TRADITIONAL DM SOLUTION
Nelson Cano, CEO
CIMA Software Inc.

2. Collaboration in Document
Management
• Expands the scope of traditional back-office
processes
• Engages all key parties
• Needs to be tailored to specific business
processes
• Enables earlier process controls
• Reduces traditionally expensive document and
data capture processing costs
• Generates new opportunities
• Promotes transparency and accountability

3. Traditional DM system vs Collaborative DM systems
• Document centered
• Features are designed to
involved internal users only
• Document-data capture
work falls on the employees
• Provide benefits “primarily”
to the user company
• Very Limited
communication tools with
external parties
• Document, transaction and
record centered
• Features are designed to
involve all parties
• Document-data capture
work is shared with the
source
• Provides benefits to all
parties
• Extensive communications
tools with external parties
Traditional DM Systems Collaborative DM Systems

4. Collaborative DM Solutions Architecture
Document Management – Base Platform
Collaborative Functional Layer
Transactional Functional Layer
Document Functional Layer

5. Benefits to your Customer
• Engage Vendors and Customers
• Better control of the business process
• Increase process visibility
• Be able to see the big picture (overview 360)
• Reduce operational costs
• Improved Decision Making Processes
• Better Vendor, Partner and Customer relationships
• Better Transparency and accountability

6. Why you should sell Collaborative DM
Solutions
• Increasing demand for collaborative DM
systems
• Compelling message to your customers
• Opens new opportunities beyond your direct
customer
• Low competition
• Empowers your MFP as a collaboration tool

7. Technology and Market Considerations
• Ideal for cloud platforms
• Opens the door for new pricing models.
Collaborative tools needs to be fully
integrated with all DM components
• Low cost, compared with most IT
investments
• Needs Transactional capability

8. Examples of Collaborative DM
Applications

9. AP Collaborative Solutions
AP
Collaborative
Portal
• Gives vendors real time
information
• Minimizes customer service
calls
• Provides much better control
over the AP process
• Reduces capture time
consuming tasks
• Promotes better Vendor-
customer relationship
• Enables vendor to submit
invoices, quotes and inquiries

10. Sample Vendor Collaborative Portal

11. Local Government Collaborative Legal Portal
Legal Portal
• Optimizes case progress
monitoring
• Ensures Case budget control
• Provides instant access to case
information to all parties
• Shares information with legal
counsel for legal proceedings
• Communicates and collaborates
with outside counsel
• Enables Legal Counsel to
document and justify invoicing
• Provides legal counsel with
timely payment status

12. Collaboration in Logistics
HQ
WH/
Sites
Vendors
Customers
Purchase Requests
Accounts Payables
C
u
s
t
o
m
e
r
S
u
p
p
o
r
t
Order Taking
Accounts Receivables
Delivery Notes
Authorized Returns
Signed Copies
Agents
3rd Party Logistics
Forwarders

13. Collaboration as orchestrator
ERP
WMS
11
2
4
6
5 Customer Support
3
Sales
Accounting
Credit Control
Logistics
Forwarders
3PL
Customers
Email Notifications
Real Time Portal
EDI Messages
Emails
Files

14. The Future
• The overriding development that will shape
collaboration technologies is the emergence of
collaboration systems that are offered as a
service on the Internet (Software as a Service).
• As more people work remotely – interact from
inside and outside the company – so
collaborative document management will see
rapid adoption.
• They allow remote users to share in a manner
that was only possible by being physically
present.

15. Questions?
Nelson Cano,
Nelsona.cano@cima-software.com
CIMA Software Inc.