Easy ECM Solutions - ECM Renovation Roadshow

EasyECM

Increasing User Adoption (of ECM)

Today’s Discussion Today’s ECM Challenges

User Adoption

(“ECM Avoidance”)

Cost & Complexity (of Document Processing)

Control & Compliance

•  The Dropbox (or Box.net) Problem •  The Shared Drive Problem •  Email is not ECM!

•  The Sharepoint (RM) Problem

= The ECM User Adoption Problem

http://blogs.alfresco.com/wp/connected-enterprise-survey-results/

The ECM Tug of War

Users

•  Easy to Learn •  Easy to Use

•  Easy to Share •  Email & Office Integration

•  Enterprise Search •  Productivity

Enterprise IT

•  Secure •  Compliant (RM)

•  Simple to Implement •  Simple to Integrate •  Flexible & Scalable

•  Upgradable •  Cost Effective

How to Solve It?

“An ECM System that Works How I Do” •  With the Tools I Use Today

•  Helps Me Find Information in Content Chaos •  Easy to Collaborate – Both Internal & External

•  Where I Work, With My Device

The Answer: EasyECM

Simple + Smart

•  Collaboration •  Internal & External •  “Easy as Dropbox”

•  Business Processes •  Simple Create, Review, Approve •  Enterprise Search •  Powerful (and Hidden) Rules & Behaviors •  Document Assembly

Introducing EasyECM

Connected & Controlled

•  Enterprise Integration •  Email & Office Tools •  Capture, Viewer •  ERP / CRM •  “Domain Specific” (Legal, HR, Finance)

•  EasyRM

•  Connecting Creators with Compliance

Lessons Learned from Case Management

What are “Cases”? “Right Content, at the Right Time, for the Right Person” •  Contracts Management, Legal, HR, Applications •  Time-Based •  Role-Based •  Dynamic Views

= Easy Introducing Alfresco Workdesk

Business Roles & Dynamic Views

HR

Legal

Finance

Personalization

Business Roles Alfresco"

Content Repository

Workdesk enables you to see the right content, at the right time, based on your business

role.

Standard Alfresco Share web & mobile views

EasyECM"Case Study

Corporate Legal Department at one of the world’s largest & most successful companies

Requirements & Constraints Easy & Feature Rich No Training Required

Build vs. Buy Decision

Two Failed Build From Scratch Projects

Nothing on Market Addresses All Departments

Problem: Not Easy to Find Email (Millions of Emails) File Share (Millions of Files)

Problem: Not Secure

So Why Do We Use Them?

Solution Overview

Three Month Initial Implementation Zia’s Roadmap - Focused Assessment Zia’s Agile Delivery Alfresco Workdesk Alfresco Enterprise 3 Departments Assessed 1 Department Went Live

Mergers & Acquisitions Create Project���From NDA

Mergers & Acquisitions Taxonomy ���Created From NDA

Mergers & Acquisitions

Drag & Drop NDA from Desktop

The Results – Simple

No Training Required •  Only 3 min videos

Tools That Work The Way I Do •  Office Tools (Word & Adobe & Google Docs) •  Email

Adopted Worldwide •  70:700:1000+ •  Millions of Files Moved from Shared Drives / Email

The Results - Smart

Role Based •  Highly Customized By Department and Role

Rules & Behaviors •  Process Without Workflow •  Heavy Lifting Behind The Scenes

Upgrades Much Easier •  UI is Configured, Not Customized •  Several Major Upgrades Applied

How to Solve It?

“An ECM System that Works How I Do” •  With the Tools I Use Today

•  Helps Me Find Information in Content Chaos •  Easy to Collaborate – Both Internal & External

•  Where I Work, With My Device

Simple: With the Tools I Use Today

•  Email Integration •  Email documents into

repository •  Drag & drop from email •  Send & file •  Email + Workflow

•  Office, Adobe, Google Docs •  Direct access to content and

meta data •  Search, Create, Edit •  No installation required

Let’s Talk about Sharepoint

•  Collaboration Tool of Choice

•  How to Manage?

•  Work with (not against)

•  Just Another Tool for “Content Hub”

•  Automate RM Process •  Autoclassification •  Retention & Disposal Policies •  Legal Holds

Finding Information in “Content Chaos”

What we can learn from Case Management: •  Role-Based •  Time-Based •  Dynamic Views •  Automated Workflow •  Tasks & Reminders

•  “What I need, When I need it” •  Document Assembly (Clause Library)

Simple Search

•  It isn't exactly Google, but it works as well. •  Your search terms, our enterprise search.

eDiscovery •  Managed with full text search •  Keyword and term search •  Easily place holds on documents •  Find based on date ranges or topics

•  Internal Collaboration •  Share Sites •  Integrated with your Business Process

•  External Collaboration •  Secure Client Portal / Site •  Simple Cloud Sharing

Simple Collaboration: “As Easy as Dropbox or Box.net”

Work Anywhere: What’s Needed?

Secure Mobile ECM Mobile Case Management

•  Role-Based •  Dynamic Views •  “Relevant” Information

Simplify IT •  Manage and Deploy •  Configured, not Customized

•  Corporate Legal •  Human Resources •  Corporate Finance

•  Sales, Channels, Marketing, Support •  And more…

EasyECM Where else?

Demo!  

Questions?