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Introductory presentation
with PRESTO Digital Enterprise
Document Management
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
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 Digital Enterprise
ORGANISE
&
$AVE
HOW PRESTO HELPS
Standardise
documents &
their
terminology
Accelerate the
retrieval,
modification
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 office Buried in paper archivesWhere 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 (coming soon)
▪ Read only viewing (coming soon)
▪ Robust audit log
▪ 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
STANDARDISE THE BUSINESS LANGUAGE
(and 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 document
being managed
Create media format types
to enable robust filtering
based on format type
CALIBRATE
Establish the standard set of
statuses a document can be
assigned to and their notification
alert frequency ensuring
increased sense of urgency in
risky moments
360° VISIBILITY INTO YOUR ENTIRE
LIBRARY OF SUPPORT MEDIA
Dashboards are customisable at the
team level giving team leaders the
view that they want to see when
monitoring documentation statuses
Accelerated risk-management
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
‘Records management is
knowing what you have, where
you have it, and how long you
have to keep it’
- Rich Lauwers
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
• Group documents into
groups and sub groups
• Document format
• RACI owner
• Impacted company
initiatives
• Business criticality
• Condition/status
• Free text search
12
ASSIGN OWNERSHIP
Use the RACI logic to agree roles and
responsibilities at the task level
MAP DEPENDENCIES
Understand the impacts that each
document has on your taxonomy of
business processes and the overall
portfolio of ongoing business projects
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
+39 351 221 4087
www.toppti.com
info@toppti.com

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PRESTO Record Management

  • 1. Introductory presentation with PRESTO Digital Enterprise Document Management
  • 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
  • 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 Digital Enterprise ORGANISE & $AVE
  • 5. HOW PRESTO HELPS Standardise documents & their terminology Accelerate the retrieval, modification 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 office Buried in paper archivesWhere 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 (coming soon) ▪ Read only viewing (coming soon) ▪ Robust audit log ▪ 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
  • 8. STANDARDISE THE BUSINESS LANGUAGE (and 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 document being managed Create media format types to enable robust filtering based on format type CALIBRATE Establish the standard set of statuses a document can be assigned to and their notification alert frequency ensuring increased sense of urgency in risky moments
  • 9. 360° VISIBILITY INTO YOUR ENTIRE LIBRARY OF SUPPORT MEDIA Dashboards are customisable at the team level giving team leaders the view that they want to see when monitoring documentation statuses Accelerated risk-management
  • 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. ‘Records management is knowing what you have, where you have it, and how long you have to keep it’ - Rich Lauwers
  • 12. 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 • Group documents into groups and sub groups • Document format • RACI owner • Impacted company initiatives • Business criticality • Condition/status • Free text search 12 ASSIGN OWNERSHIP Use the RACI logic to agree roles and responsibilities at the task level MAP DEPENDENCIES Understand the impacts that each document has on your taxonomy of business processes and the overall portfolio of ongoing business projects
  • 13.
  • 14. 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 +39 351 221 4087 www.toppti.com info@toppti.com