The document discusses the benefits of document automation systems for reducing costs and risks. It explains that document automation combines templates, styles, fields and rules to automatically generate customized documents from data. Key benefits include faster drafting, fewer mistakes, and increased profits from higher billable hours. The presentation answers how document automation works by encapsulating documents into a single file, allowing data to be changed bi-directionally and new documents to be generated automatically based on rules and data.
March 2014 aceds portfolio c&g kroll webinarDavid Kearney
The document discusses the benefits of adopting a portfolio management approach to e-discovery projects over the traditional case-by-case approach. It notes that while each case may be unique, there is significant overlap between cases in terms of documents, custodians, and tools used. A portfolio approach acknowledges this overlap and allows organizations to minimize redundant work, avoid duplicate data collection, and reduce total data storage needs. It emphasizes establishing consistent, repeatable processes and leveraging the same technologies across all projects to cut costs and work more efficiently. The document also provides considerations for implementing a portfolio solution and ensuring any tools adopted are secure, cost-effective and able to meet both current and future needs.
Canon for Business - Where paper meets digitalCanon Belgium
This document discusses how organizations can streamline paper-based processes by integrating them with digital workflows. It notes that while digital processes improve efficiency, many organizations still rely on paper documents that cause delays. The document provides questions to help identify areas where paper use creates inefficiencies and presents examples of how scanning, electronic storage and retrieval, and automation can help organizations modernize processes to accelerate performance. It also shares stories of how specific companies realized benefits like faster invoice processing and improved customer service by reducing their reliance on paper.
Guest speaker Cheryl McKinnon from Forrester and Captricity Founder and CEO Kuang Chen talk about how leading insurers leverage new technology to automate critical business processes.
Data Warehouse - a Fit-For-Purpose ApproachJohn Bao Vuu
According to Gartner, the failure rate for developing a successful data warehouse is about 50%. There are so many different reasons why and every expert will have their own valid opinion. A “fit-for-purpose” approach is designed to put business needs first. It is 1. Business driven, 2. Flexible, and 3. Incremental (Agile).
• Enterprise Decision Support Architecture
• Benefits of Data Warehouse
• Data Warehouse Implementation - “Fit-for-Purpose” Principles
• Strategic Business Alignment with Data Warehouse
• The Continuum of Data Warehouse
Insurance Organizations Need Access to Good Data Before They Can Benefit from...Captricity
Discover how leading insurers including New York Life are scaling data capture and automated digitization capabilities across their businesses to unlock key insights from customer data generated by complex paper forms. Learn how insurance organizations are leading the charge to improve data quality, reduce costs and expedite turnaround times while unlocking the power of big data.
The document discusses the benefits of document automation systems for reducing costs and risks. It explains that document automation combines templates, styles, fields and rules to automatically generate customized documents from data. Key benefits include faster drafting, fewer mistakes, and increased profits from higher billable hours. The presentation answers how document automation works by encapsulating documents into a single file, allowing data to be changed bi-directionally and new documents to be generated automatically based on rules and data.
March 2014 aceds portfolio c&g kroll webinarDavid Kearney
The document discusses the benefits of adopting a portfolio management approach to e-discovery projects over the traditional case-by-case approach. It notes that while each case may be unique, there is significant overlap between cases in terms of documents, custodians, and tools used. A portfolio approach acknowledges this overlap and allows organizations to minimize redundant work, avoid duplicate data collection, and reduce total data storage needs. It emphasizes establishing consistent, repeatable processes and leveraging the same technologies across all projects to cut costs and work more efficiently. The document also provides considerations for implementing a portfolio solution and ensuring any tools adopted are secure, cost-effective and able to meet both current and future needs.
Canon for Business - Where paper meets digitalCanon Belgium
This document discusses how organizations can streamline paper-based processes by integrating them with digital workflows. It notes that while digital processes improve efficiency, many organizations still rely on paper documents that cause delays. The document provides questions to help identify areas where paper use creates inefficiencies and presents examples of how scanning, electronic storage and retrieval, and automation can help organizations modernize processes to accelerate performance. It also shares stories of how specific companies realized benefits like faster invoice processing and improved customer service by reducing their reliance on paper.
Guest speaker Cheryl McKinnon from Forrester and Captricity Founder and CEO Kuang Chen talk about how leading insurers leverage new technology to automate critical business processes.
Data Warehouse - a Fit-For-Purpose ApproachJohn Bao Vuu
According to Gartner, the failure rate for developing a successful data warehouse is about 50%. There are so many different reasons why and every expert will have their own valid opinion. A “fit-for-purpose” approach is designed to put business needs first. It is 1. Business driven, 2. Flexible, and 3. Incremental (Agile).
• Enterprise Decision Support Architecture
• Benefits of Data Warehouse
• Data Warehouse Implementation - “Fit-for-Purpose” Principles
• Strategic Business Alignment with Data Warehouse
• The Continuum of Data Warehouse
Insurance Organizations Need Access to Good Data Before They Can Benefit from...Captricity
Discover how leading insurers including New York Life are scaling data capture and automated digitization capabilities across their businesses to unlock key insights from customer data generated by complex paper forms. Learn how insurance organizations are leading the charge to improve data quality, reduce costs and expedite turnaround times while unlocking the power of big data.
Corporate Data Quality Management Research and Services OverviewBoris Otto
This presentation provides an overview of the research and services portfolio of the Business Engineering Institute (BEI) St. Gallen in the field of corporate data quality managemnet (CDQM). CDQM comprises topics such as data governance, data quality measurement, master data management, data architecture management etc. At the core of the research and service portfolio is the Competence Center Corporate Data Quality (CC CDQ). The CC CDQ is a consortium research project at the Institute of Information Management at the University of St. Gallen (IWI-HSG). Partner companies come from various industry and service sectors.
One of the most important steps in a predictive analytic effort is correctly framing the problem a way that creates a shared understanding of the business problem across business, IT and analytics teams. A decision requirements model makes it clear how to best leverage analytics. Watch the webinar recording at http://decisionmanagement.omnovia.com/archives/223762
Captricity at Corinium Chief Data Officer Forum Keynote - Brian Cox Captricity
Chief Data Officer Forum, Insurance
September 15, 2016
How Insurers are Leveraging Modern Technology for Improved Customer Experiences
This document discusses how insurers can use modern technologies like cloud services, machine learning, and robotic process automation to improve customer experiences. It provides examples of how insurers have used technologies like Captricity's automation platform to extract data from documents, automate processes, and gain insights from customer data to reduce costs, speed up processes, and unlock new opportunities. The document highlights the challenges insurers face in leveraging historical paper records and improving analytics capabilities.
This document discusses building a product management data strategy. It notes that many new product launches fail and do not meet revenue goals, highlighting the importance of data. Product data can come from various internal and external sources, but capturing a consolidated view across different systems and formats can be challenging. The document recommends using a product analytics platform like Pendo to track user behavior, solicit qualitative feedback, and analyze specific features and user journeys. It provides examples of how product data can help improve feature adoption and provide rapid insights. It emphasizes balancing data with intuition and sharing insights across teams through focused experiments, reviews, and being open to unexpected findings.
The difficulties of data management & Data governance.LauZambrano20
This document discusses the difficulties of data management, including increased data quantities from multiple incompatible sources, data degradation over time, security and legal issues across countries, and data redundancy. It then defines data governance as policies, procedures and people needed to establish data consistency. Key attributes for efficient data use are outlined as consistent, correct, timely, complete and protected data. Data governance strategies like master data are discussed as a way to store, maintain, exchange and secure consistent, precise and timely data across systems and clouds.
TDWI Spotlight: Enabling Data Self-Service with Security, Governance, and Reg...Denodo
Watch full webinar here: https://bit.ly/3xozd5W
Companies today want to realize the value of data and share it across the enterprise. While unlocking the full potential of data for business users, these companies must also ensure that they maintain security requirements. Learn how you can successfully implement self-service initiatives with data governance to enable both business and IT to realize the full potential of any data in the enterprise.
Watch Now On-Demand!
How to Implement a Spend Analytics Program Using Machine LearningTamrMarketing
Inaccurate data compromises your ability to negotiate your direct spend with suppliers. Costing your company millions of dollars in savings opportunities and potentially causing damaging delays in your time to market.
See the full presentation: https://resources.tamr.com/spend-analytics-webinar
SVIA Insurance Disrupted Conference 2016 - The Disruptive Impact of Modern T...Captricity
Captricity’s Director of Industry Sales, Brian Cox, took the stage at SVIA Insurance Disrupted Conference to share what he’s seeing in the market at over 12 of the largest US insurers. His talk, The Disruptive Impact of Modern Technologies on Operational Processes and Organizational Strategies in Insurance, was focused on a problem close to home for many of the audience.
Ready to send the world’s mostexpensive email? Avoid a million-dollar mistake by understanding the rules of CASL with this overview of Canada's version of the CAN SPAM Act. Designed for law firm marketing, this presentation is geared to law firm business development, marketing and CRM specialists.
This document outlines a framework for conducting a business process study and identifying system gaps. It describes the objectives, activities, documentation and deliverables across 4 phases and several study areas, including context view, holistic view, detail view, benchmarking, gap analysis, and defining a target "TO-BE" state. The goal is to understand current business processes, systems, standards, and identify opportunities for improvement.
The document discusses data sharing in business ecosystems. It provides an example of a trusted network called the CDQ Data Sharing Community that facilitates two levels of data sharing between companies. The first level involves sharing data knowledge such as reference data and semantics. The second level involves sharing validated data assets. Benefits of data sharing include improved data quality, reduced data maintenance efforts, lower risks, and increased trust in shared data. The document also outlines lessons learned and opportunities for further expanding data sharing between organizations.
3 Strategies to drive more data driven outcomes in financial servicesTamrMarketing
What are the main obstacles in the way of successful digital transformations within large financial organizations?
Read the blog and watch the full webinar here >> https://www.tamr.com/blog/webinar-3-strategies-to-drive-more-data-driven-outcomes-in-financial-services/
Unified data management is becoming strategically important for companies to gain insights from large and diverse data in real time. Effective data management solutions can support business operations and analytics to improve processes and decision making. However, developing a unified strategy is challenging and requires collaboration between IT and business users. When both perspectives are incorporated into creating governance policies and selecting tools, companies can better integrate, access, and leverage their data to increase competitiveness.
Inspire 2016 Session - Customer [Delta Dental of Colorado]Heather Magic
Delta Dental of Colorado implemented several Lexmark tools including TotalAgility, Kapow, and Insight to automate business processes and improve operations. The tools were used to automate workflows like email distribution, dentist onboarding, and contract management across multiple departments. This increased productivity, accuracy, and visibility of processes. It also improved customer and stakeholder experiences. ROI of the projects ranged from 57-76% through increased work completed and lower operational costs. Lessons learned included the importance of internal and external partnerships to ensure success.
Data Quality Management: Cleaner Data, Better Reportingaccenture
This document discusses Accenture's regulatory reporting framework and offerings around data quality management. It provides an overview of Accenture's high-performance financial reporting framework, which aims to consolidate frameworks, processes, and technology to create efficiencies across reporting functions. It also summarizes Accenture's regulatory reporting offerings, including data quality management, capability design, target operating models, and regulatory reporting vendor implementation support. Finally, it covers key aspects of data quality management, such as issue classification, management processes, governance structures, root cause analysis, and issue prioritization. The goal is to help financial institutions improve data quality, reporting accuracy and efficiency.
Machine learning techniques to improve data management and data quality - this presentation by Prof. Christine Legner and Martin Fadler summarizes research conducted in the Competence Center Corporate Data Quality (CC CDQ). It was held on February 13, 2019 at the DSAG Technologietage in Bonn.
Business intelligence (BI) captures electronic data to analyze and report on in order to answer questions and inform business goals, while knowledge management (KM) captures institutional data. The BI process involves developing goals, determining questions, collecting data, cleaning the data, analyzing and reporting on it, and communicating the results. BI tools can help give associations the knowledge to remain relevant to members by collecting members' data and providing insights.
Master data management (MDM) is defined as an application-independent process which describes, owns and manages core business data entities. The establishment of the MDM process is a Business Engineering (BE) tasks which requires organizational design. This paper reports on the results of a questionnaire survey among large enterprises aiming at delivering insight into what tasks and master data classes MDM organizations cover (“scope”) and how many people they employ (“size”). The nature of the study is descriptive, i.e. it allows for the identification of patterns and trends in organizing the MDM process.
Streamlining paper processes in a digital worldCanon Belgium
This document discusses how organizations can streamline paper-based workflows by digitizing documents. It notes that while digital processes improve information flow, many organizations still rely on paper documents that waste employees' time. The document provides questions to help identify areas where paper use is inefficient and offers examples of how scanning technology and document management software can automate document handling, reducing errors, retrieval times and storage costs. Customer testimonials show how these tools have improved processes and saved time and money.
New best practices for Sharepoint 2013 farm design - Streamlined Topologyvsriram
The document provides new best practices for designing a SharePoint 2013 farm topology with a streamlined configuration. It recommends grouping service applications based on their CPU and RAM needs or latency and throughput, optimizing front-end servers for fast performance and batch processing servers to maximize system resources, and keeping the same guidance for database servers which can be scaled with storage groups.
Corporate Data Quality Management Research and Services OverviewBoris Otto
This presentation provides an overview of the research and services portfolio of the Business Engineering Institute (BEI) St. Gallen in the field of corporate data quality managemnet (CDQM). CDQM comprises topics such as data governance, data quality measurement, master data management, data architecture management etc. At the core of the research and service portfolio is the Competence Center Corporate Data Quality (CC CDQ). The CC CDQ is a consortium research project at the Institute of Information Management at the University of St. Gallen (IWI-HSG). Partner companies come from various industry and service sectors.
One of the most important steps in a predictive analytic effort is correctly framing the problem a way that creates a shared understanding of the business problem across business, IT and analytics teams. A decision requirements model makes it clear how to best leverage analytics. Watch the webinar recording at http://decisionmanagement.omnovia.com/archives/223762
Captricity at Corinium Chief Data Officer Forum Keynote - Brian Cox Captricity
Chief Data Officer Forum, Insurance
September 15, 2016
How Insurers are Leveraging Modern Technology for Improved Customer Experiences
This document discusses how insurers can use modern technologies like cloud services, machine learning, and robotic process automation to improve customer experiences. It provides examples of how insurers have used technologies like Captricity's automation platform to extract data from documents, automate processes, and gain insights from customer data to reduce costs, speed up processes, and unlock new opportunities. The document highlights the challenges insurers face in leveraging historical paper records and improving analytics capabilities.
This document discusses building a product management data strategy. It notes that many new product launches fail and do not meet revenue goals, highlighting the importance of data. Product data can come from various internal and external sources, but capturing a consolidated view across different systems and formats can be challenging. The document recommends using a product analytics platform like Pendo to track user behavior, solicit qualitative feedback, and analyze specific features and user journeys. It provides examples of how product data can help improve feature adoption and provide rapid insights. It emphasizes balancing data with intuition and sharing insights across teams through focused experiments, reviews, and being open to unexpected findings.
The difficulties of data management & Data governance.LauZambrano20
This document discusses the difficulties of data management, including increased data quantities from multiple incompatible sources, data degradation over time, security and legal issues across countries, and data redundancy. It then defines data governance as policies, procedures and people needed to establish data consistency. Key attributes for efficient data use are outlined as consistent, correct, timely, complete and protected data. Data governance strategies like master data are discussed as a way to store, maintain, exchange and secure consistent, precise and timely data across systems and clouds.
TDWI Spotlight: Enabling Data Self-Service with Security, Governance, and Reg...Denodo
Watch full webinar here: https://bit.ly/3xozd5W
Companies today want to realize the value of data and share it across the enterprise. While unlocking the full potential of data for business users, these companies must also ensure that they maintain security requirements. Learn how you can successfully implement self-service initiatives with data governance to enable both business and IT to realize the full potential of any data in the enterprise.
Watch Now On-Demand!
How to Implement a Spend Analytics Program Using Machine LearningTamrMarketing
Inaccurate data compromises your ability to negotiate your direct spend with suppliers. Costing your company millions of dollars in savings opportunities and potentially causing damaging delays in your time to market.
See the full presentation: https://resources.tamr.com/spend-analytics-webinar
SVIA Insurance Disrupted Conference 2016 - The Disruptive Impact of Modern T...Captricity
Captricity’s Director of Industry Sales, Brian Cox, took the stage at SVIA Insurance Disrupted Conference to share what he’s seeing in the market at over 12 of the largest US insurers. His talk, The Disruptive Impact of Modern Technologies on Operational Processes and Organizational Strategies in Insurance, was focused on a problem close to home for many of the audience.
Ready to send the world’s mostexpensive email? Avoid a million-dollar mistake by understanding the rules of CASL with this overview of Canada's version of the CAN SPAM Act. Designed for law firm marketing, this presentation is geared to law firm business development, marketing and CRM specialists.
This document outlines a framework for conducting a business process study and identifying system gaps. It describes the objectives, activities, documentation and deliverables across 4 phases and several study areas, including context view, holistic view, detail view, benchmarking, gap analysis, and defining a target "TO-BE" state. The goal is to understand current business processes, systems, standards, and identify opportunities for improvement.
The document discusses data sharing in business ecosystems. It provides an example of a trusted network called the CDQ Data Sharing Community that facilitates two levels of data sharing between companies. The first level involves sharing data knowledge such as reference data and semantics. The second level involves sharing validated data assets. Benefits of data sharing include improved data quality, reduced data maintenance efforts, lower risks, and increased trust in shared data. The document also outlines lessons learned and opportunities for further expanding data sharing between organizations.
3 Strategies to drive more data driven outcomes in financial servicesTamrMarketing
What are the main obstacles in the way of successful digital transformations within large financial organizations?
Read the blog and watch the full webinar here >> https://www.tamr.com/blog/webinar-3-strategies-to-drive-more-data-driven-outcomes-in-financial-services/
Unified data management is becoming strategically important for companies to gain insights from large and diverse data in real time. Effective data management solutions can support business operations and analytics to improve processes and decision making. However, developing a unified strategy is challenging and requires collaboration between IT and business users. When both perspectives are incorporated into creating governance policies and selecting tools, companies can better integrate, access, and leverage their data to increase competitiveness.
Inspire 2016 Session - Customer [Delta Dental of Colorado]Heather Magic
Delta Dental of Colorado implemented several Lexmark tools including TotalAgility, Kapow, and Insight to automate business processes and improve operations. The tools were used to automate workflows like email distribution, dentist onboarding, and contract management across multiple departments. This increased productivity, accuracy, and visibility of processes. It also improved customer and stakeholder experiences. ROI of the projects ranged from 57-76% through increased work completed and lower operational costs. Lessons learned included the importance of internal and external partnerships to ensure success.
Data Quality Management: Cleaner Data, Better Reportingaccenture
This document discusses Accenture's regulatory reporting framework and offerings around data quality management. It provides an overview of Accenture's high-performance financial reporting framework, which aims to consolidate frameworks, processes, and technology to create efficiencies across reporting functions. It also summarizes Accenture's regulatory reporting offerings, including data quality management, capability design, target operating models, and regulatory reporting vendor implementation support. Finally, it covers key aspects of data quality management, such as issue classification, management processes, governance structures, root cause analysis, and issue prioritization. The goal is to help financial institutions improve data quality, reporting accuracy and efficiency.
Machine learning techniques to improve data management and data quality - this presentation by Prof. Christine Legner and Martin Fadler summarizes research conducted in the Competence Center Corporate Data Quality (CC CDQ). It was held on February 13, 2019 at the DSAG Technologietage in Bonn.
Business intelligence (BI) captures electronic data to analyze and report on in order to answer questions and inform business goals, while knowledge management (KM) captures institutional data. The BI process involves developing goals, determining questions, collecting data, cleaning the data, analyzing and reporting on it, and communicating the results. BI tools can help give associations the knowledge to remain relevant to members by collecting members' data and providing insights.
Master data management (MDM) is defined as an application-independent process which describes, owns and manages core business data entities. The establishment of the MDM process is a Business Engineering (BE) tasks which requires organizational design. This paper reports on the results of a questionnaire survey among large enterprises aiming at delivering insight into what tasks and master data classes MDM organizations cover (“scope”) and how many people they employ (“size”). The nature of the study is descriptive, i.e. it allows for the identification of patterns and trends in organizing the MDM process.
Streamlining paper processes in a digital worldCanon Belgium
This document discusses how organizations can streamline paper-based workflows by digitizing documents. It notes that while digital processes improve information flow, many organizations still rely on paper documents that waste employees' time. The document provides questions to help identify areas where paper use is inefficient and offers examples of how scanning technology and document management software can automate document handling, reducing errors, retrieval times and storage costs. Customer testimonials show how these tools have improved processes and saved time and money.
New best practices for Sharepoint 2013 farm design - Streamlined Topologyvsriram
The document provides new best practices for designing a SharePoint 2013 farm topology with a streamlined configuration. It recommends grouping service applications based on their CPU and RAM needs or latency and throughput, optimizing front-end servers for fast performance and batch processing servers to maximize system resources, and keeping the same guidance for database servers which can be scaled with storage groups.
This document discusses Long Distance Voter (LDV), an organization that aims to increase voter turnout through technology. It notes that LDV has had over 3.5 million visitors since launching in 2008, and provides absentee voting tools to make the process easier. The document highlights LDV's partnership with DocuSign to allow electronic signatures for absentee ballots, noting that electronic signatures are already legally binding. It envisions that by 2020, Americans will be able to register to vote or request absentee ballots directly from smartphones.
This document summarizes a presentation about digital transaction management (DTM) solutions. It discusses how DTM can remove friction from document-based transactions by making processes paperless and automated. The presentation introduces the speaker, Joe Shepley from Doculabs, and discusses how DTM solutions like electronic signatures can benefit organizations by improving customer experience, operational efficiency, and security compliance. Real-world examples are provided of how DTM has saved time and money for various industries.
This document summarizes a presentation on digitizing and automating document-intensive workflows. It discusses 4 tips: 1) when to digitize based on benchmarking processes and identifying opportunities, 2) leveraging advances in upstream capture through multiple input channels and formats, 3) leveraging advances in downstream capture through automated recognition and routing, and 4) how to plan and manage a capture operation through benchmarking best practices. The presentation provides examples and criteria for benchmarking various aspects of capture operations.
Why Should You Care About Paper Reduction And Process Transformation?AIIM International
This document discusses the need for organizations to reduce their paper usage and transform their document processes and workflows. It notes that a lack of proper tools, inefficient processes, and unsecured sharing practices can hurt productivity, security, and sustainability. Specifically, it states that many employees lack PDF editing tools, face challenges with document collaboration, and rely on insecure file sharing methods. This increases risks like accidental sharing of sensitive data. It also stresses that paper waste negatively impacts the environment and organizations' bottom lines. The document concludes by recommending organizations provide the right digital tools to workers, educate them on secure processes, standardize collaboration, and promote sustainability initiatives to address these challenges.
[Webinar Slides] Is Shared Content Services the Answer to our Knowledge and I...AIIM International
Learn how a shared content service approach ensures you are able to find the piece of content you're looking for when you need it, even when working in multiple ECM/DM/RM systems.
[Webinar Slides] Connect with your customers in our modern world with apps, d...AIIM International
Learn how the right mix of apps, data, mobile, and cloud can provide you with real-time connections with your customers throughout their journey with you.
For more information on Business Process Management (BPM), visit our resource center: http://www.aiim.org/Resource-Centers/Business-Process-Management.
[Webinar Slides] 2016 - The Year We Conquer Information ChaosAIIM International
Learn what the new year brings for Information Management and what you can do to plan for the upcoming challenges.
For more information on Enterprise Content Management (ECM), visit our resource center: http://www.aiim.org/Resource-Centers/Enterprise-Content-Management.
An Introduction to eSignatures and DocuSignDocuSign
DocuSign is the fastest, most secure way to sign, send, and store documents in the cloud. Whether you need to close a sales contract, buy a home or approve a project estimate, DocuSign is the most widely used eSignature.
[Webinar Slides] Future-Proof Your SharePoint InvestmentAIIM International
The document provides an overview of a presentation on future-proofing a SharePoint investment. Key points from the presentation include: reasons why some organizations' SharePoint efforts fail, such as insufficient planning and not focusing on usability; areas that cause workflow initiatives and IT management headaches, like developers not embracing future compatibility; and new features and capabilities coming in SharePoint 2016, such as support for larger file sizes and improved compliance and analytics tools. The presentation aims to help organizations successfully implement and develop SharePoint solutions that will continue to meet their needs over time.
[Webinar Slides] Put an End to Manual Data Processing AIIM International
This document summarizes a presentation on putting an end to manual data processing. It introduces the speaker, George Dunn, president of Cre8 Independent Consultants. Dunn has extensive experience in business process improvement, workflow, and paperless technologies planning. The presentation addresses challenges with manual processes, including providing poor customer service and errors. It also discusses challenges to removing paper, such as staff resistance to change and a lack of management initiatives. The presentation argues for developing an enterprise-level business case and mandates to support process improvements and deployment of new technologies.
Accelerate sales process canada traction joint webinar Traction on Demand
This document provides an overview of how integrating DocuSign with Salesforce can streamline sales processes. It begins with an agenda and introductions. It then discusses how digital transaction management with DocuSign can replace inefficient paper-based processes and save costs. Examples are given of Traction on Demand customers like Great Canadian Heli-skiing and TELUS who implemented DocuSign within Salesforce to improve processes for customers. The document concludes with contact information for following up.
8 Reasons It's Time to Implement an Electronic Document Management SystemHelpSystems
Don't let paper-based processes slow you down any longer. Find out why it's time to implement electronic document management.
Watch the on-demand webinar on HelpSystems.com:
https://www.helpsystems.com/resources/on-demand-webinars/8-reasons-its-time-implement-electronic-document-management-system
The document discusses several challenges related to paper management and archiving information. It outlines problems with managing large volumes of paper documents, including inefficiency, lack of access, and non-compliance. Intelligent capture solutions are proposed to digitize paper records and automatically classify, extract, and validate data. Content management systems are also suggested to centrally store and manage both structured and unstructured content over the long-term in an organized and compliant manner. The overall goal is to address challenges around physical files, case management, and creating an effective information archive.
Document management the buyers handbook by Laserfiche.Luis Santos
This document provides an evaluation checklist for document management systems. It contains questions in several key areas: capture, indexing, search and retrieval, distribution, document management, records management, business process management, integration, administration, storage, security, and forms. The checklist allows organizations to evaluate competing systems and choose one that best meets their needs. It focuses on functionality related to scanning, metadata, searching, sharing documents, workflows, security, and other core document management features.
This document discusses the benefits of a managed IT services model compared to a traditional reactive model. A managed services approach involves outsourcing day-to-day IT management to a strategic partner through a monthly fee. This proactive approach increases system uptime and staff productivity while reducing security risks, compliance issues, downtime costs and the need for emergency IT assistance compared to the traditional reactive break/fix model.
Reducing Costs Through Document Automation for a More Efficient Workplacedclsocialmedia
The document discusses how CVISION Technologies provides document automation solutions to help organizations reduce costs through more efficient document processing. It outlines challenges organizations face with document storage and processing. CVISION offers technologies like OCR, compression, and automated data extraction from forms to help address these challenges. Case studies show how CVISION solutions helped clients achieve accurate automated processing of invoices and tax forms, reducing labor costs and realizing a return on investment within months.
Smart Process Automation - Connected Brains 2018LoQutus
Ground lion automates customer tailored applications based on the Ground lion platform: a low code, highly configurable framework to support knowledge work. Join us on a journey of 2 distinct customer cases: one will treat a Government solution to support subsidy handling and the other is an Adaptive Laboratory Information Management Solution.
In this advanced business analysis training session, you will learn RPA. Topics covered in this session are:
• What is RPA?
• Making Office Productive
• Consequences
• Automation
For more information, click here: https://www.mindsmapped.com/courses/business-analysis/advanced-business-analyst-training/
http://www.securedocs.com -Reviews the business drivers furthering the adoption of the paperless office. Reviews compliance, cost savings, environmental impact, and continuity as the primary factors businesses consider when deciding to go paperless. Presents case studies of real-world businesses that have had success going paperless and achieved a significant ROI.
En ebook-e-signatures and workflow automation transform your tomorrowNiranjanaDhumal
Market competition is now higher than ever, and automation is very likely to be a prominent resolve for the future of business.
With the automation workflows and approval procedures – the most influential aspects of your business – you can transition seamlessly towards a digital tomorrow.
Is Your Business at Risk? Document Management Facts & Aspects - Whitepaper By...Jone Smith
The document discusses three key aspects of document management: the risks of inefficient document management, how outsourcing can provide high returns, and best practices for outsourcing. It notes that paper documents are prone to failures like being misfiled, lost, or damaged, and that inefficient in-house processes limit decision-making and increase costs and liability risks. Outsourcing to experts can improve processes, accelerate change, and provide cost-effective access to new technologies. However, the best approach is to outsource less complex processes first before more complex ones, and to consider a shared risk/reward model between the organization and provider. Case studies demonstrate how outsourcing improved processing volumes, costs, compliance and customer satisfaction for various
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!
2016 Winners Announced in WfMC Global Awards for Excellence in Case Management. These awards are designed to highlight and showcase the best examples of technology and business practice to support knowledge workers.
Learn more at http://adaptivecasemanagement.org/
Time to Remove the Paper from Your Desk and Become More EfficientHelpSystems
Do your users keep paperwork on their desk until it's processed?
Are people constantly removing documents from filing cabinets?
What happens when your company depends on an outdated document management strategy?
Too much paper is wasted—approximately 1,000 pages per month per worker.
Attempts to locate documents in endless filing cabinets drive your employees crazy.
And distributing documents to customers, vendors, and business partners is expensive and takes up far too much time.
These are just three common reasons why it might be time for your company to implement a paperless document management system.
Discover how easy it can be to:
-Capture
-Manage
-And distribute documents digitally
Plus, our experts will provide a live demonstration of how implementing a document management solution will quickly solve your paper-based problems, so you can be more efficient.
Paper invoices make up 75-80% of invoices in the US, costing companies significant time and money to process, store, search, and manage. Going digital with accounts payable automation reduces processing costs by up to $1.17 per invoice through faster processing times, improved visibility and workflow, and easier long-term storage and compliance. Key benefits include lower costs, increased efficiency, and productivity gains through faster payment cycles and easier auditing.
Eliminate Data Entry with Document Scanning, Data Capture and Extraction - PS...MarcoTechnologies
This document summarizes the benefits an organization saw from implementing PSIGEN document capture and workflow automation software. Key points:
- The organization processed over 1.6 million documents annually and saw significant inefficiencies and delays
- PSIGEN eliminated data entry, reduced processing time from 3 days to near real-time, and automated integration with their ERP system
- Benefits included eliminating 7 FTE roles, freeing up staff for higher level work, and faster supplier and customer interactions
- Implementation was easy to use and required only one dedicated FTE to manage ongoing operations
This document discusses how Chief Data Officers can show value within their organizations. It begins by listing common questions executives may ask about operational inefficiencies and issues. The document then argues that data problems are not necessarily the fault of the CDO. It discusses how CDOs can strengthen the case for data management by improving data quality, reducing costs and risks, and meeting regulatory demands. The document outlines how CDOs can develop an enterprise data management strategy and mission, and manage organizational change to make data a driver of the business. It envisions how companies can develop a "digital twin" and become truly data-driven and connected.
The A/P or Accounts Payable process is the same in every company. Invoices enter the organization (e.g. mail, fax, email etc), they interact with employees, are approved/denied/verified, interact with more employees and then reach their final resting place. Sounds easy, however the time and efficiency in which this happens equates to dollars and sense. That money is often being spent, with inefficiencies with this process.
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This presentation from Smart ERP Solutions covers solutions to eliminate paper from PeopleSoft HCM and Financials. Topics include personnel action forms, employee onboarding in PeopleSoft HCM and vendor onboarding and streamlined paperless Sales Order entry in PeopleSoft Financials.
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All content is produced by processes, intended for the support or consumption of other processes. This is a premise I have propounded for over a decade. I have challenged thousands of people over nearly a decade to disprove this statement and offered $100 to anyone who can find an example which proves otherwise. I still have that $100 tucked away.
This presentation shows a high level process-centric information architecture, and tools to map processes and associate the content inputs and outputs. It shows examples of governance structures for ECM/KM projects, and the topics a governance strategy/plan should cover.
Finally, lessons learned about the common characteristics of highly successful ECM/KM projects are described.
Similar to Paper-Based Processes Don’t Meet Today’s Business Needs (20)
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Download a Free copy of the eBook here: https://info.aiim.org/create-capture-collaborate
Meet the Expert Panel - 2021 State of the Intelligent Information Management ...AIIM International
Meet Your CIP Expert Panel
We thank these IIM executives – all Certified Information
Professionals (CIPs) – for their commitment to share their expertise and time in order to improve the overall level of competence and knowledge within the industry.
Quotes within this report in each CIP Expert section were made
during a special panel discussion of the survey results on March 4, 2021. The intention was to use the survey findings as a foundation for a conversation focused not just on the trends suggested by the data, but on what to do about them. To ensure confidentiality and candid perspectives, this discussion was conducted under a variation of “Chatham House” rules.
The quotes within the report are intentionally not attributed to
the individual participants in the Panel and reflect individual
perspectives rather than those of the organizations they represent.
Get a FREE copy of the report here: https://info.aiim.org/state-of-the-intelligent-information-management-industry-2021
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Want to follow along with the webinar replay? Download it here for FREE: https://info.aiim.org/your-2019-information-management-resolution-2
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2. Which barriers stand in the way of AI adoption.
3. How data quality and governance form the backbone of AI.
4. Organizational processes and structures that may inhibit effective AI adoption.
6. Ideas and approaches to help build your organization's AI strategy.
Paper-Based Processes Don’t Meet Today’s Business Needs
1.
2. Paper based processes don’t meet today’s business needs.
Challenge
68% of respondents agree that “business-at-the-speed-of-paper” is unacceptable.
50% of organizations have made only 5% progress towards becoming paper-free.
(18% haven't even started yet…)
46% consider that the biggest single productivity improvement is to remove paper.
50% of contracts, orders, booking forms, etc., are signed on paper.
Source: AIIM
1
3. Slide 2
1 What the source of this data?
STEVEN KOLIHA, 10/23/2015
4. Problems with paper.
Challenge
RISK …easily stolen, lost, destroyed, or misfiled
SLOW …average response is four days
COSTLY …massive labor costs (sorting and data entry)
FTE DEPENDANT …paying for the tedious tasks
(…docs that started out electronically!)
BOTTLENECKS …processes built around the handling, moving, storing and destroying
HOUSING …paper documents require significant dead space
6. Inconsistency and lack of standards in storage, naming, management and retrieval.
Challenge
Digitizing paper documents create even more challenges.
7. Challenge
High cost of labor Low validation rates Long processing cycles
• Document prep for compliance
• Document Deduplication • Risk assessment
• Improve client insights • Re-categorizing document
for gap analysis
• Data Validation
Document due diligence is a messy business.
2
8. Slide 6
2 This Chart does fit here; kill it?
STEVEN KOLIHA, 10/23/2015
9. Paper
Micro-
graphics
ERP
DM and
Workflow
ECM
5 LEGACY ERAS
THE 6TH ERA
“It will be more disruptive than the other 5 legacy eras COMBINED, saving you tons of money, reducing
complexity in your systems, and reducing your risk.”
Evolution of Information and Resource Management
As John Mancini reviewed, decades of evolution have led us here.
THE 6TH ERA
14. ECM
Organization
Document Chaos
Clean Documents Insights
Value Proposition
Constellation is an intelligence layer between your organization, its documents and data, and your
Enterprise Content Management system.
System Improvements
15. Value Proposition
Improves ECM Usability
Creates Data Intelligence
Improve and Scale Document
Imaging
Decreases Need
For Manual Labor
Constellation works within the
existing document ecosystem to
be able to create efficiencies and
improve performance.
Scanning
Importation/
File Ingestion
OCR
Digital File
Management
File Format
Standard
Compression
File Cleanup
Naming
Splitting
Redaction
and Cleanup
Service
Quality
Assurance
Account
Servicing
Data Extraction
De-Duplication
Data Analytics
Data Validation
Standardized
File Formats
Custom
Importation
Process
Missing Document
Reporting
Chain of Custody
Web Access
Indexing
Process Improvements
17. Financial Services Loan Advisory & Sales
Case Study - First Financial Network
• 6,200 Paper Loan Files
• Constellation identified, split & named up to 252 different document types within
• Extracted data points from within the loan files
The Requirements
The Value
• Provided organized, named documents segregated by document type in return
• Aided in identifying required and missing documentation for the sale of portfolio
• Approx. 5.1 million pages / Project Completion = 3 months
• Quicker access to specific documents and data which drastically reduced valuation
timeline of the portfolio
18. Case Study - Strategic CS
Debt Settlement Agency
The Requirements
• Consistent flow of documents from credit card companies – multiple formats
• Standardize to electronic PDF format, includes document scanning
• Name and capture specific data points from the credit statements and supplemental docs
• Match the extracted data and merge to an existing account within Strategic
The Value
• Provide organized, named documents with extracted data points tied to accounts
for seamless load to internal processing software (specific to industry)
• Eliminate the upfront document handling process, reducing overall labor requirements
• Reduced turn times by average of four business days on identifying and providing most
recent documents and data associated to accounts in litigation
• Increased compliance associated to regulations associated to debts in litigation