ASG provides approaches to managing enterprise content in this presentation from the AIIM Road Trip 2015.

1. 1
Copyright © 2015 ASG.
All rights reserved.
SUCCESSFUL APPROACHES TO MANAGE
ENTERPRISE CONTENT
Brendan English
GM, Content Solutions
UTILIZE EXISTING SYSTEMS - AUTOMATE BUSINESS PROCESSES – MITIGATE RISK – ENSURE
COMPLIANCE

2. 2
Doug Miles, Director of Market Intelligence, AIIM
“MANAGING INFORMATION CHAOS – MANAGING THE
VOLUME, VARIETY AND VELOCITY OF INFORMATION AND
CONTENT CREATED…IS THE BUSINESS CHALLENGE OF
THE NEXT DECADE.”

3. 3
User InterfaceRelational Data Sources
Text-based, PDF, XPS
Reports from ANY
Application
 Ad- Hoc Processes
 Scheduled Processes
 Event Driven Processes
Spreadsheets,
DBF, DB, MDB
Delimited Text
OLE DB and ODBC
compliant databases
HTML, Log Files, ASCII
 ODBC Data
Upload
 SQL Server
Integration Services
Upload to Databases and File Servers
 XLS/XLSX, MDB
 PDF
 XPS
 CSV
 Digitally Signed
Export Electronic Files
 SharePoint
 DRM & Archives
 FTP Sites
Export to Document Management
 E-mails
 RSS Data Feeds
“Push” Electronic Files and Notifications
Process automation
for content integration,
aggregation and
distribution; complex
processing; information
governance and
compliance
AUTOMATION - RISK MITIGATION -
COMPLIANCE
Audit
&
Balance

4. 4
STATUS
PAIN POINTS
SOLUTIONS
CUSTOMER
BENEFITS
• Content Management
processes
implemented with
custom applications
• No integration with
existing systems
• No integration with
SharePoint as the
user interface to the
associated 400 banks
• Iccrea Banca is the
Central Institute of
Credit Cooperatives ,
serving more than 400
banks throughout Italy.
• The customer
implemented SAP as
a strategic application.
Mobius repository of
record and Total Content
Integrator for SharePoint
allowed Iccrea to:
• Automate and
optimize their
business processes in
relation with SAP
• Synchronize metadata
between SAP Mobius
and make all content
available through the
SharePoint interface
• Improved business
process speed and
quality
• Integrated view on all
content that is related
to transactions
• Easy and integrated
access to SAP and
Non-SAP content for
users in all assigned
banks through the web
interface
USE CASE: TOTAL CONTENT INTEGRATION
UTILIZE EXISTING SYSTEMS - SAP & SHAREPOINT

5. 5
STATUS
PAIN POINTS
SOLUTIONS
CUSTOMER
BENEFITS
• AP department
processes 80,000
invoices each month
• No AP integration with
existing systems
• Process all paper
invoices manually
• US Gov’t imposes
stringent compliance
rules for invoicing
research contracts
• Duke has 13,000
students; it is also a
medical research
institution and health
system with 1,400
hospital beds
• The AP department
serves both the
university and its
health system
Mobius TCI for SAP,
Mobius for AP
Automation, and Kofax
Advance OCR
• Automate and
optimize their AP
processes and
provide transparency
in relation with SAP
• Implement SAP
workflows for
managing problem
invoices
• AP role has shifted
from data entry to
validation
• Significant operational
efficiency results from
imaging, Optical
Character
Recognition, invoice
cockpit, and workflow
• Audit trail and on-
demand availability to
support regulatory
compliance
USE CASE: ACCOUNTS PAYABLE AUTOMATION
AUTOMATE BUSINESS PROCESSES

6. 6
STATUS
PAIN POINTS
SOLUTIONS
CUSTOMER
BENEFITS
• Retention periods in
many cases not
known at time of
archiving.
• Different layers of
business need to be
in-sync in terms of
compliance
• SAP
• Mobius
• Compliance storage
• Postbank is the
biggest bank for
private customers in
Germany
• They are handling
their core banking in
SAP and use Mobius
for all payment
documents
Mobius Records
Manager:
• Assign retention periods
automatically based on
business events
• Apply Record Hold on
documents
automatically in case of
legal disputes
• Integrate with SAP ILM
historical
Mobius Repository and
TCI for SAP
• Legacy archive and
content integration
• Compliance for all
data and documents
in their core banking
environment; no
costly penalties
• Reduced size,
complexity, and cost
by deleting
documents when they
can be deleted
• Ability to leverage
investment in SAP
core banking and
Mobius technology to
the fullest
USE CASE: TOTAL CONTENT INTEGRATION
MITIGATE RISK & ENSURE COMPLIANCE

7. THANK YOU
Copyright © 2015 ASG.
All rights reserved.