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Introductory presentation
Record management made easy
PRESTO Paperless Office
61trips per week
to the fax
machine, printer
or copier?
Did you know…
The typical office
worker makes
20$
Filing costs
average
per document125$
Every misfiled
document costs
in lost
productivity
12
Every
filing cabinets
require 1 extra
employee
to maintain
Did you know…
Whether your office is completely
paperless, ‘paperless friendly’, or
still heavily reliant upon paper
documentation (and consequently
large physical archives), enhance
your documentation management
strategy with
PRESTO Paperless Office
for big $avings
ORGANISE
&
$AVE
HOW PRESTO HELPS
Standardise
documents &
their
terminology
Accelerate the
retrieval,
maintenance
and archiving
of documents
Install discipline
via enhanced
governance in
the ongoing
maintenance of
documents
50%
of their time just
looking for it
The average
employee
spends
5-15% of their
time reading
information
and
LET PRESTO ASSIST
Paperless officeWhere you
are today
Where
PRESTO helps
All of your documentation is moved to
electronic archives and storage allowing
for the creation, retrieval and
modification of each electronically
Most of your documentation is kept in
file cabinets. Administrative information
of each document is kept offline (e.g.
spreadsheets)
▪ Document storage
▪ Online read-only viewing
▪ Robust audit log
▪ Reduced time in locating documents
▪ Digital signature (coming soon)
▪ Increased governance capabilities
▪ Increased sense of ownership in the management of documents
▪ Increased sense of urgency in keeping documents complete
with correct information
▪ Alert and e-mail notification for scheduled maintenance
▪ Link documents to business activities, initiatives, and issues
▪ Document version management
Buried in paper
archives
PRESTO offers 4 quick and easy ways to retrieve records
Folder directory link
(point-&-click)
Immediate download
Digital customised
fields
Online direct preview
ACCESSING RECORDS
Let PRESTO take
you immediately
to the folder
directory where
your document
rests
Download a copy
of your record
directly to your
computer
Create & capture
information from a
record directly in
PRESTO so that you
can archive your
record for good while
tracking key
information directly
online using
PRESTO’s automatic
alert reminders
Want a sneak peak?
Open your
document in
read-only view
directly in PRESTO
PRESTO’s helicopter view
into your document archive
allows you to ‘drill down’
with a click to retrieve the
document you seek, its
owner and any process or
activity that is linked to it
ALL YOUR DOCUMENTS, ALL IN ONE PLACE
Super filters for quick
access to all docs
Filter by….
• Document group and
sub group
• Media format
• RACI owner
• Impacted company
initiatives
• Business criticality
• Condition/status
• Free text search
9
ASSIGN OWNERSHIP
Use the RACI logic to agree roles and
responsibilities at the record level
OPTIMISED GOVERNANCEfilter by status
Filter your
dashboard to
identify
documentation
dependencies
and their impact
on your portfolio
of business
improvement
initiatives
(projects)
Filter by media format
Filter by:
- Owner
- Business
criticality
- Open/close
status
STANDARDISE THE BUSINESS LANGUAGE
Get organised!
Standardise the business
language at the company
level by creating document
group sets and subgroups
which will then be
cascaded to the team level
to classify each record
(document) being
managed
CUSTOMISED DASHBOARDS FOR
YOUR CUSTOMISED BUSINESS
Dashboards are customisable at the
team level giving team leaders the
view that they want to see when
monitoring documentation statuses
Accelerated risk-management
‘Records management is
knowing what you have, where
you have it, and how long you
have to keep it’
- Rich Lauwers
SENSE OF URGENCY MADE EASY
Outlining roles,
responsibilities and timing
when manging records
has never been easier with
PRESTO’s automatic
reminder & maintenance
action plan tracker
YOU DECIDE
Customised, calibrated discipline at the team level
• WHAT documents will be
flagged for maintenance
• WHEN e-mail and alert
messages will be
automatically generated
• WHO will be notified in
moments of risk (and HOW)
• HOW areas of risk will be
displayed on your governance
dashboard and reporting sets
• WHICH situations will be
tracked in an action plan
• WHERE action plan activities
will be tracked for resolution
updated
renewal approaching
minor revisions required
signoff required
document missing
signoff required
document missing
expired VISA
doc creation
maintenance
doc creation
maintenance
Kanban
Business
critical
Action
plan
Warning
status
Critical
status
med
low
low
low
Key benefits
✓ Improved disaster recovery program
✓ Reduced environmental impact
✓ Improved industry competitiveness
✓ Increased productivity
✓ Increased storage space
✓ Reduced expenses
✓ Ability to work remotely
✓ Enhanced customer service
✓ Increased security
About PRESTO
PRESTO's original prototype was first launched as a stand-alone tool
by a group of Italian business professionals in collaboration with a
local university within a multinational financial organisation who had
acquired the complete back-office depository bank servicing arm of
an Italian industry leader. The opportunity to build PRESTO presented
itself during the restructuring phase of the two organisations when the
vast differences between their managerial cultures, operational
know-how, language barriers and their business operating models
indicated a strong need to implement Lean methodologies into the
DNA of the new organisation.
While using PRESTO, the integration team together with Human
Resources, Risk and IT were able to successfully map customer and
client journeys, catalogue, measure and benchmark business
processes, standardise best practices and its terminology, become
more transparent and communicate change more effectively to
their supporting global shared service centres of excellence.
Since its launch, PRESTO has been further developed to include
additional idea cultivation features offered at a corporate-wide level
and has become a true instrument of organic innovation
TOPP Tactical Intelligence, Ltd.
27 Old Gloucester Street
London WC1N 3AX
www.toppti.com
info@toppti.com

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Manage documents easily with PRESTO Paperless Office

  • 1. Introductory presentation Record management made easy PRESTO Paperless Office
  • 2. 61trips per week to the fax machine, printer or copier? Did you know… The typical office worker makes
  • 3. 20$ Filing costs average per document125$ Every misfiled document costs in lost productivity 12 Every filing cabinets require 1 extra employee to maintain Did you know…
  • 4. Whether your office is completely paperless, ‘paperless friendly’, or still heavily reliant upon paper documentation (and consequently large physical archives), enhance your documentation management strategy with PRESTO Paperless Office for big $avings ORGANISE & $AVE
  • 5. HOW PRESTO HELPS Standardise documents & their terminology Accelerate the retrieval, maintenance and archiving of documents Install discipline via enhanced governance in the ongoing maintenance of documents
  • 6. 50% of their time just looking for it The average employee spends 5-15% of their time reading information and
  • 7. LET PRESTO ASSIST Paperless officeWhere you are today Where PRESTO helps All of your documentation is moved to electronic archives and storage allowing for the creation, retrieval and modification of each electronically Most of your documentation is kept in file cabinets. Administrative information of each document is kept offline (e.g. spreadsheets) ▪ Document storage ▪ Online read-only viewing ▪ Robust audit log ▪ Reduced time in locating documents ▪ Digital signature (coming soon) ▪ Increased governance capabilities ▪ Increased sense of ownership in the management of documents ▪ Increased sense of urgency in keeping documents complete with correct information ▪ Alert and e-mail notification for scheduled maintenance ▪ Link documents to business activities, initiatives, and issues ▪ Document version management Buried in paper archives
  • 8. PRESTO offers 4 quick and easy ways to retrieve records Folder directory link (point-&-click) Immediate download Digital customised fields Online direct preview ACCESSING RECORDS Let PRESTO take you immediately to the folder directory where your document rests Download a copy of your record directly to your computer Create & capture information from a record directly in PRESTO so that you can archive your record for good while tracking key information directly online using PRESTO’s automatic alert reminders Want a sneak peak? Open your document in read-only view directly in PRESTO
  • 9. PRESTO’s helicopter view into your document archive allows you to ‘drill down’ with a click to retrieve the document you seek, its owner and any process or activity that is linked to it ALL YOUR DOCUMENTS, ALL IN ONE PLACE Super filters for quick access to all docs Filter by…. • Document group and sub group • Media format • RACI owner • Impacted company initiatives • Business criticality • Condition/status • Free text search 9 ASSIGN OWNERSHIP Use the RACI logic to agree roles and responsibilities at the record level
  • 10. OPTIMISED GOVERNANCEfilter by status Filter your dashboard to identify documentation dependencies and their impact on your portfolio of business improvement initiatives (projects) Filter by media format Filter by: - Owner - Business criticality - Open/close status
  • 11. STANDARDISE THE BUSINESS LANGUAGE Get organised! Standardise the business language at the company level by creating document group sets and subgroups which will then be cascaded to the team level to classify each record (document) being managed
  • 12. CUSTOMISED DASHBOARDS FOR YOUR CUSTOMISED BUSINESS Dashboards are customisable at the team level giving team leaders the view that they want to see when monitoring documentation statuses Accelerated risk-management
  • 13. ‘Records management is knowing what you have, where you have it, and how long you have to keep it’ - Rich Lauwers
  • 14. SENSE OF URGENCY MADE EASY Outlining roles, responsibilities and timing when manging records has never been easier with PRESTO’s automatic reminder & maintenance action plan tracker YOU DECIDE Customised, calibrated discipline at the team level • WHAT documents will be flagged for maintenance • WHEN e-mail and alert messages will be automatically generated • WHO will be notified in moments of risk (and HOW) • HOW areas of risk will be displayed on your governance dashboard and reporting sets • WHICH situations will be tracked in an action plan • WHERE action plan activities will be tracked for resolution updated renewal approaching minor revisions required signoff required document missing signoff required document missing expired VISA doc creation maintenance doc creation maintenance Kanban Business critical Action plan Warning status Critical status med low low low
  • 15. Key benefits ✓ Improved disaster recovery program ✓ Reduced environmental impact ✓ Improved industry competitiveness ✓ Increased productivity ✓ Increased storage space ✓ Reduced expenses ✓ Ability to work remotely ✓ Enhanced customer service ✓ Increased security
  • 16.
  • 17. About PRESTO PRESTO's original prototype was first launched as a stand-alone tool by a group of Italian business professionals in collaboration with a local university within a multinational financial organisation who had acquired the complete back-office depository bank servicing arm of an Italian industry leader. The opportunity to build PRESTO presented itself during the restructuring phase of the two organisations when the vast differences between their managerial cultures, operational know-how, language barriers and their business operating models indicated a strong need to implement Lean methodologies into the DNA of the new organisation. While using PRESTO, the integration team together with Human Resources, Risk and IT were able to successfully map customer and client journeys, catalogue, measure and benchmark business processes, standardise best practices and its terminology, become more transparent and communicate change more effectively to their supporting global shared service centres of excellence. Since its launch, PRESTO has been further developed to include additional idea cultivation features offered at a corporate-wide level and has become a true instrument of organic innovation TOPP Tactical Intelligence, Ltd. 27 Old Gloucester Street London WC1N 3AX www.toppti.com info@toppti.com