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                                               The Future of Council Service
                                               Arrives in the London Borough
                                               of Hackney with Open Text
                                               Out with the paper, in with Council Document Management (CDM)

Industry                                       The London Borough of Hackney provide a variety of services, producing a significant volume
                                               of paper and increasingly, electronic information. The need for ready access to documents,
Public Sector – UK Local Government
                                               the long term preservation and secure management of records, in a cost conscious climate,
Customer                                       was central to Hackney’s strategy to take control of their information.

                                               The Driver for Change
                                               Hackney wanted to tackle their disparate information silos, physical and electronic, across
Open Text Partner                              numerous locations, some with their own working practices, and put in place a single,
                                               effective strategy. With real estate consolidation looming, there would no longer be space
                                               for the council’s physical paper. Issues around uncontrolled circulation of paper, document
                                               loss, duplication and lack of confidence in policy versions or completeness of case notes,
                                               were commonplace. Any solution had to address these issues and be capable of scaling to
Business Challenges                            the needs of the entire Council—thousands of users and millions of documents, and meet
n   Information spread across many             compliance requirements.
    locations and systems
                                               Addressing these needs meant information would have to be migrated from existing physical
n   Difficulty finding the right information   and electronic forms. For Hackney, encouraging an open culture, among other changes in
    to service customers
                                               working practice, required new ways of working, with accurate information, available to the
n   Lack of confidence in security, loss       right people, when they needed it.
    of documents and duplication
n   Inability to meet current and future       The Selection Process
    legislation and regulation                 The Council invited tenders for an Electronic Document and Records Management (EDRM)
n   Difficulty in automating processes         solution in 2006 and after extensive research and evaluation, selected the Open Text ECM
                                               Suite, to be implemented by a dedicated internal project team supported by Mouchel. Open
Business Solution                              Text and Mouchel had jointly worked on many UK public sector implementations, providing
n   Open Text ECM Suite                        Hackney with the confidence they sought.
Business Benefits                              Council activities rely on sound, trusted and secure information. Comprehensive document
n   Accurate and reliable information          management would be a critical factor in improving Council services along with long term
    supporting business processes              management of records. But Hackney’s vision didn’t end at electronic document and records
n   Access to the right information, at        management (EDRM). Whilst EDRM would be important, their vision also encompassed
    the right time, by the right people        remote access, service over the web and streamlining and automating business processes.
n   Physical storage reduction                 They wanted an integrated solution that could deliver council wide.
n   Ability to adhere to current and           In evaluating the Open Text ECM Suite, the Council recognised Open Text’s knowledge and
    future legislation and regulation          skill, gained over numerous implementations. Mouchel too had delivered many similar
n   Resources released to front                solutions, and applying the combined experience provided the confidence to proceed with a
    line services                              phased implementation.
“A recent visitor from Capital Ambition Efficiency
                                                                             Challenge said it [Council Document Management
                                                                             (CDM)] was the best implementation he had seen.
                                                                             Uncashable benefits such as this contribute to
                                                                             Hackney’s improving reputation.”
                                                                             Corporate Director of Legal and Democratic Services,
                                                                             London Borough of Hackney.



London Borough of Hackney’s Service Centre in London.




Implementation and Roll Out                                                  to provide answers immediately. This reduces call-backs, follow
The Regeneration and Planning Departments, selected for phase                ups and the time delays and customer dissatisfaction that results.
one of the implementation, tested functionality in more depth                Space previously occupied by large volumes of documents has been
than the evaluation process, and also ensured that culturally the            reduced or eliminated. Users now have confidence that files are
suppliers were a good fit.                                                   complete and up to date. Duplication has been reduced and even
                                                                             eliminated. The costs associated with the storage of paper, its retrieval,
A pending office move, the perfect opportunity to implement the
                                                                             transportation, and duplication have been significantly reduced.
initial solution, necessitated a reduction in physical paper storage,
making documents accessible electronically. Access had to be                 “By removing documents to offsite storage and making them
secure, auditable, and reliable, meeting the operational needs of            accessible via CDM, expensive office space in Hackney can be
the Council and regulatory requirements from government. All this,           used for people, not filing cabinets,” says the Council Information
whilst reducing the costs associated with physical storage, would            and Knowledge Manager, London Borough of Hackney.
give the confidence to push ahead with a Council wide roll-out.              The move from paper to electronic has been a key enabler for
Whilst phase one was an overall success, lessons learnt helped               process automation, making straight through processes, requiring
define a roll-out methodology for other departments. The internal            the input of skilled knowledge workers, vastly more efficient.
project team implemented the methodology working closely with                Process delays that occurred prior to implementation, such as
technical and support colleagues and a dedicated records management          waiting for paper to be retrieved, are a thing of the past.
team. With all documents now coming under the auspices of a single           Information access is secure, version control assured, and transactions
repository, a compliant, robust EDRM would also now prove to be a            audited. CDM provides instant, simultaneous access to files,
reality. The vision was to roll out Council wide, with a truly enterprise-   supporting effective collaboration. A single, functional file plan,
wide EDRM capability, leading the way among UK local authorities.            providing consistency to users, means information is easily locatable
                                                                             and the foundations to meet current and potential future legislation
Integration with the Council’s Customer Relationship Management
                                                                             and regulation, such as Data Protection, Freedom of Information and
(CRM) application, scanning, housing stock system and others,
                                                                             Government records management requirements, are now achievable.
would eliminate repeating tasks, contributing to overall success.
Providing a single view of case related documents, securely accessible       When council staff need to collaborate, they no longer send physical
anywhere, is made possible with the Open Text ECM Suite Application          document copies or electronic attachments in emails, they simply
Programming Interface (API) and Software Development Kit (SDK),              provide their colleagues with a link to the document in CDM. This
ensuring users could access what they needed, in context, when               ensures there is only one version of the truth—the document in
they needed it.                                                              CDM with its full audit history.
                                                                             Specific benefits delivered by CDM to date include:
Benefits
                                                                             n   Building Control site inspections improved by 11%
The London Borough of Hackney Council Document Management
(CDM) system, has removed heavy reliance on paper. CDM makes
                                                                             n   Freedom of Information responses improved to 95% within deadline
documents available instantly, without the need for archived storage             from 75%
retrieval. This provides more efficient enquiry handling, with 3,500         n   Estimated £7 million saving by avoiding the need for an additional
users accessing the information they need, in real-time, often able              floor at the Hackney Service Centre
n   Ongoing annual savings calculated at around £200,000
n   Hackney Council reputation has been enhanced, with other
    councils looking to Hackney as the model to follow
n   Digital storage reductions overall as obsolete digital files are
    removed from shared drives
n   Staff redeployment equating to cash savings, e.g. Building Control
    have reduced from 27 to 21 the number of full-time employees
    through improved productivity and employee efficiency
n   Reduction in time to locate documents. For example, before CDM
    in Building Control, up to 20 employees each spent 6% of their
    time searching for files which has been reduced to 1%. At an
    average of £35,000/year, 6%=£2,100 reducing to just £350 per
    employee. For 20 employees that’s a saving of £35,000. There
    are now 3,500 users of the system in total.                                                                        “The Council has introduced corporate electronic records and
n   Digital Mailroom implementation is already saving an average of 2                                                  document management on time and on budget. Some benefits
    minutes for every item of post received.                                                                           have already been demonstrated, but many more can be delivered
“A recent visitor from Capital Ambition Efficiency Challenge said it                                                   by taking advantage of the functions offered by CDM.” – Head of
was the best implementation he had seen. Uncashable benefits                                                           eBusiness, London Borough of Hackney.
such as this contribute to Hackney’s improving reputation.”–Corporate
Director of Legal and Democratic Services, London Borough of Hackney.

The Future
Expansion of the solution is already underway. Extension of the
document capture capacity, allowing all documents to be scanned
in a Digital Mailroom, will ensure all departments benefit from the                                                    Mouchel is a consulting and business services group that provides
capture, categorisation, and prompt, secure delivery of documents                                                      many of the design, managerial and engineering services that
for their business processes.                                                                                          support modern society. We work with government agencies, local
                                                                                                                       authorities, government-regulated industries and the private-sector
The solution will be further enhanced through the wider deployment                                                     to provide safe, reliable roads and railways, well-managed education
of Open Text Business Process Management (BPM). This will enable                                                       and civic infrastructure, clean water, and cost-effective energy. We
process automation, accurate and timely delivery of information to                                                     develop solutions to dispose of society’s waste and to regenerate
relevant case workers, the faster processing of claims and applications,                                               the most deprived urban communities; and we help developers and
and will reduce the reliance on manual, paper intensive processes.                                                     corporate clients to combine their objectives with those of the society
                                                                                                                       around them.
CDM is also enabling the decommissioning of legacy systems, reducing
the annual support costs direct with suppliers and indirectly within                                                   Mouchel’s name is synonymous with great relationships – with clients,
the Council. For example, in the area of planning applications,                                                        suppliers and staff. We’re building a business that’s in tune with the
currently managed using a discrete application, this will be brought                                                   society it serves, finding new ways to deliver public services and
into CDM, with all applications automatically being made available                                                     infrastructure efficiently and profitably through partnerships between
                                                                                                                       the public- and private-sectors.
over the web.
As new requirements emerge, these will be evaluated and wherever                                                       www.mouchel.com
possible implemented within the CDM solution providing even greater
return on investment (ROI) from the investments made to date.


                                                                                                                                            www.opentext.com
                                                                                                                                            info.uk@opentext.com   +44(0)1189 848080




Visit online.opentext.com for more information about Open Text solutions. Open Text is a publicly traded company on both NASDAQ (OTEX) and the TSX (OTC).
Copyright © 2010 by Open Text Corporation. Trademarks or registered trademarks of Open Text Corporation. This list is not exhaustive. All other trademarks or
registered trademarks are the property of their respective owners. All rights reserved. 10MACUO066EN

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London Borough Of Hackney

  • 1. customer s u c c e s s s t o ry The Future of Council Service Arrives in the London Borough of Hackney with Open Text Out with the paper, in with Council Document Management (CDM) Industry The London Borough of Hackney provide a variety of services, producing a significant volume of paper and increasingly, electronic information. The need for ready access to documents, Public Sector – UK Local Government the long term preservation and secure management of records, in a cost conscious climate, Customer was central to Hackney’s strategy to take control of their information. The Driver for Change Hackney wanted to tackle their disparate information silos, physical and electronic, across Open Text Partner numerous locations, some with their own working practices, and put in place a single, effective strategy. With real estate consolidation looming, there would no longer be space for the council’s physical paper. Issues around uncontrolled circulation of paper, document loss, duplication and lack of confidence in policy versions or completeness of case notes, were commonplace. Any solution had to address these issues and be capable of scaling to Business Challenges the needs of the entire Council—thousands of users and millions of documents, and meet n Information spread across many compliance requirements. locations and systems Addressing these needs meant information would have to be migrated from existing physical n Difficulty finding the right information and electronic forms. For Hackney, encouraging an open culture, among other changes in to service customers working practice, required new ways of working, with accurate information, available to the n Lack of confidence in security, loss right people, when they needed it. of documents and duplication n Inability to meet current and future The Selection Process legislation and regulation The Council invited tenders for an Electronic Document and Records Management (EDRM) n Difficulty in automating processes solution in 2006 and after extensive research and evaluation, selected the Open Text ECM Suite, to be implemented by a dedicated internal project team supported by Mouchel. Open Business Solution Text and Mouchel had jointly worked on many UK public sector implementations, providing n Open Text ECM Suite Hackney with the confidence they sought. Business Benefits Council activities rely on sound, trusted and secure information. Comprehensive document n Accurate and reliable information management would be a critical factor in improving Council services along with long term supporting business processes management of records. But Hackney’s vision didn’t end at electronic document and records n Access to the right information, at management (EDRM). Whilst EDRM would be important, their vision also encompassed the right time, by the right people remote access, service over the web and streamlining and automating business processes. n Physical storage reduction They wanted an integrated solution that could deliver council wide. n Ability to adhere to current and In evaluating the Open Text ECM Suite, the Council recognised Open Text’s knowledge and future legislation and regulation skill, gained over numerous implementations. Mouchel too had delivered many similar n Resources released to front solutions, and applying the combined experience provided the confidence to proceed with a line services phased implementation.
  • 2. “A recent visitor from Capital Ambition Efficiency Challenge said it [Council Document Management (CDM)] was the best implementation he had seen. Uncashable benefits such as this contribute to Hackney’s improving reputation.” Corporate Director of Legal and Democratic Services, London Borough of Hackney. London Borough of Hackney’s Service Centre in London. Implementation and Roll Out to provide answers immediately. This reduces call-backs, follow The Regeneration and Planning Departments, selected for phase ups and the time delays and customer dissatisfaction that results. one of the implementation, tested functionality in more depth Space previously occupied by large volumes of documents has been than the evaluation process, and also ensured that culturally the reduced or eliminated. Users now have confidence that files are suppliers were a good fit. complete and up to date. Duplication has been reduced and even eliminated. The costs associated with the storage of paper, its retrieval, A pending office move, the perfect opportunity to implement the transportation, and duplication have been significantly reduced. initial solution, necessitated a reduction in physical paper storage, making documents accessible electronically. Access had to be “By removing documents to offsite storage and making them secure, auditable, and reliable, meeting the operational needs of accessible via CDM, expensive office space in Hackney can be the Council and regulatory requirements from government. All this, used for people, not filing cabinets,” says the Council Information whilst reducing the costs associated with physical storage, would and Knowledge Manager, London Borough of Hackney. give the confidence to push ahead with a Council wide roll-out. The move from paper to electronic has been a key enabler for Whilst phase one was an overall success, lessons learnt helped process automation, making straight through processes, requiring define a roll-out methodology for other departments. The internal the input of skilled knowledge workers, vastly more efficient. project team implemented the methodology working closely with Process delays that occurred prior to implementation, such as technical and support colleagues and a dedicated records management waiting for paper to be retrieved, are a thing of the past. team. With all documents now coming under the auspices of a single Information access is secure, version control assured, and transactions repository, a compliant, robust EDRM would also now prove to be a audited. CDM provides instant, simultaneous access to files, reality. The vision was to roll out Council wide, with a truly enterprise- supporting effective collaboration. A single, functional file plan, wide EDRM capability, leading the way among UK local authorities. providing consistency to users, means information is easily locatable and the foundations to meet current and potential future legislation Integration with the Council’s Customer Relationship Management and regulation, such as Data Protection, Freedom of Information and (CRM) application, scanning, housing stock system and others, Government records management requirements, are now achievable. would eliminate repeating tasks, contributing to overall success. Providing a single view of case related documents, securely accessible When council staff need to collaborate, they no longer send physical anywhere, is made possible with the Open Text ECM Suite Application document copies or electronic attachments in emails, they simply Programming Interface (API) and Software Development Kit (SDK), provide their colleagues with a link to the document in CDM. This ensuring users could access what they needed, in context, when ensures there is only one version of the truth—the document in they needed it. CDM with its full audit history. Specific benefits delivered by CDM to date include: Benefits n Building Control site inspections improved by 11% The London Borough of Hackney Council Document Management (CDM) system, has removed heavy reliance on paper. CDM makes n Freedom of Information responses improved to 95% within deadline documents available instantly, without the need for archived storage from 75% retrieval. This provides more efficient enquiry handling, with 3,500 n Estimated £7 million saving by avoiding the need for an additional users accessing the information they need, in real-time, often able floor at the Hackney Service Centre
  • 3. n Ongoing annual savings calculated at around £200,000 n Hackney Council reputation has been enhanced, with other councils looking to Hackney as the model to follow n Digital storage reductions overall as obsolete digital files are removed from shared drives n Staff redeployment equating to cash savings, e.g. Building Control have reduced from 27 to 21 the number of full-time employees through improved productivity and employee efficiency n Reduction in time to locate documents. For example, before CDM in Building Control, up to 20 employees each spent 6% of their time searching for files which has been reduced to 1%. At an average of £35,000/year, 6%=£2,100 reducing to just £350 per employee. For 20 employees that’s a saving of £35,000. There are now 3,500 users of the system in total. “The Council has introduced corporate electronic records and n Digital Mailroom implementation is already saving an average of 2 document management on time and on budget. Some benefits minutes for every item of post received. have already been demonstrated, but many more can be delivered “A recent visitor from Capital Ambition Efficiency Challenge said it by taking advantage of the functions offered by CDM.” – Head of was the best implementation he had seen. Uncashable benefits eBusiness, London Borough of Hackney. such as this contribute to Hackney’s improving reputation.”–Corporate Director of Legal and Democratic Services, London Borough of Hackney. The Future Expansion of the solution is already underway. Extension of the document capture capacity, allowing all documents to be scanned in a Digital Mailroom, will ensure all departments benefit from the Mouchel is a consulting and business services group that provides capture, categorisation, and prompt, secure delivery of documents many of the design, managerial and engineering services that for their business processes. support modern society. We work with government agencies, local authorities, government-regulated industries and the private-sector The solution will be further enhanced through the wider deployment to provide safe, reliable roads and railways, well-managed education of Open Text Business Process Management (BPM). This will enable and civic infrastructure, clean water, and cost-effective energy. We process automation, accurate and timely delivery of information to develop solutions to dispose of society’s waste and to regenerate relevant case workers, the faster processing of claims and applications, the most deprived urban communities; and we help developers and and will reduce the reliance on manual, paper intensive processes. corporate clients to combine their objectives with those of the society around them. CDM is also enabling the decommissioning of legacy systems, reducing the annual support costs direct with suppliers and indirectly within Mouchel’s name is synonymous with great relationships – with clients, the Council. For example, in the area of planning applications, suppliers and staff. We’re building a business that’s in tune with the currently managed using a discrete application, this will be brought society it serves, finding new ways to deliver public services and into CDM, with all applications automatically being made available infrastructure efficiently and profitably through partnerships between the public- and private-sectors. over the web. As new requirements emerge, these will be evaluated and wherever www.mouchel.com possible implemented within the CDM solution providing even greater return on investment (ROI) from the investments made to date. www.opentext.com info.uk@opentext.com +44(0)1189 848080 Visit online.opentext.com for more information about Open Text solutions. Open Text is a publicly traded company on both NASDAQ (OTEX) and the TSX (OTC). Copyright © 2010 by Open Text Corporation. Trademarks or registered trademarks of Open Text Corporation. This list is not exhaustive. All other trademarks or registered trademarks are the property of their respective owners. All rights reserved. 10MACUO066EN