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1 Are Your End Users Doing Your QA? user/ReveilleSoftware @ReveilleSoftwre company/Reveille-Software /ReveilleSoftware

Are Your End Users Doing Your ECM QA?

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It’s no wonder ECM adoption is a struggle for so many organizations. According to a recent survey, 72% of organizations rely on support calls or logged incidents to find problems in their ECM system. Relying on end-users to report issues not only results in a vicious cycle of fire-fighting but also lost productivity and poor user satisfaction. This slideshare discusses: •The three (3) steps you need to take to get ahead of issues and ensure your end users are NOT doing your QA •Real-life case studies of how companies improved customer satisfaction and kept their Tier 1 applications running at optimal levels •Industry statistics that may surprise you Revealing ECM Industry Statistics: •72% of organizations rely on support calls or incidents to alert them to system problems •Systems with 1000+ users create 60-150 support tickets per month •Only 16% of organizations are able to proactively prevent performance issues for 80% or more performance incidents. •More than 74% of all business service related issues are reported by the end users. •End-to-end visibility into application performance is 89% more likely to prevent incidents where IT is not aware of the problem, prior to end-user complaint. The only way to move from a constant reactive state is to get proactive in the management of your ECM applications. This can be achieved in three steps (Reveille screenshots provided to show each step in action): 1. Test the ECM Platform •Verify the entire ECM infrastructure (client to application server to database) •Set thresholds for alerts •Automate resolution of common issues Net Benefits •Kiss “eyes on glass” monitoring goodbye •Accelerate problem identification & remediation •Keep applications running & revenue flowing 2. Understand the End-User Experience •Don’t just rely on tests; measure real end user experience •Quantify what “slow” means •Set thresholds for internal alerts Net Benefits •Understand usage volumes for capacity planning •Reduce time recreating issues •Decrease user complaints 3. Trend, Report, Communicate and Continuously Improve •Identify and track key performance metrics •Evaluate KPI trends over time •Provide detailed reports to ECM team and roll-up reports to LOB and other stakeholders Net Benefits •Take the fire hat off and provide strategic recommendations •Reduce the burden on your application support team; focus on higher value priorities •Boost team morale with success Real-life use cases discussed, with results including: •Reduced trouble tickets by over 50% •Proactively identified issues prior to end-user discovery/impact •Eliminated upgrade bottlenecks with KPIs •Reallocated 2 FTE’s to higher priority work •Time to resolution decreased for 30 minutes to 10 minutes •Reveille addressed resource constraint Reveille has been in business for 10+ years, providing ECM application management to

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Page 1: Are Your End Users Doing Your ECM QA?

1

Are Your End Users Doing Your QA?

user/ReveilleSoftware

@ReveilleSoftwre

company/Reveille-Software

/ReveilleSoftware

Page 2: Are Your End Users Doing Your ECM QA?

2 2 “Managing & Monitoring Business-Critical Content & Capture Applications”, AIIM White Paper, 2014

72% of organizations rely on support calls

or incidents to alert them to system problems

Page 3: Are Your End Users Doing Your ECM QA?

3

Systems with

1000+ users create

60-150 support tickets

per month

“Managing & Monitoring Business-Critical Content & Capture Applications”, AIIM White Paper, 2014

Page 4: Are Your End Users Doing Your ECM QA?

End Users Find Issues First

4

“More than 74% of all business service related issues are reported

by the end users.” - Forrester

“End-to-end visibility into application performance is 89%

more likely to prevent incidents where IT is not aware of the

problem, prior to end-user complaint.” – TRAC

“Only 16% of organizations are able to proactively prevent

performance issues for 80% or more performance incidents.” - TRAC

4

Page 5: Are Your End Users Doing Your ECM QA?

Reactive Proactive

5

Page 6: Are Your End Users Doing Your ECM QA?

Stop End-User QA in 3 Steps

Test the Platform

Understand the User

Experience

Trend, report, communicate

& improve

Page 7: Are Your End Users Doing Your ECM QA?

• Verify the entire ECM infrastructure (client to application server to database)

• Set thresholds for alerts

• Automate resolution of common issues

7

Test the Platform 1

Net Benefits

• Kiss “eyes on glass” monitoring goodbye

• Accelerate problem identification & remediation

• Keep applications running & revenue flowing

Page 8: Are Your End Users Doing Your ECM QA?

Testing Key Components & Processes

8

Page 9: Are Your End Users Doing Your ECM QA?

Testing Key Components & Processes

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Page 10: Are Your End Users Doing Your ECM QA?

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“Reveille allowed us to reallocate 2 FTE’s to higher priority tasks and

reduced manual overhead by 70 hours per week.”

Global Insurer | Reveille for EMC Captiva

SITUATION

• High number of help desk calls

• Reactive mode with no capture-specific visibility

• Existing, numerous infrastructure management solutions

Global

Insurer

Page 11: Are Your End Users Doing Your ECM QA?

11

“Reveille allowed us to reallocate 2 FTE’s to higher priority tasks and

reduced manual overhead by 70 hours per week.”

Global Insurer | Reveille for EMC Captiva

RESULTS

• Reduced trouble tickets by over 50%

• Proactively identified issues prior to end-user discovery/impact

• Eliminated upgrade bottlenecks with KPIs

• Reallocated 2 FTE’s to higher priority work

Global

Insurer

Page 12: Are Your End Users Doing Your ECM QA?

12

Understand the User

Experience 2 • Don’t just rely on tests; measure real end user experience

• Quantify what “slow” means

• Set thresholds for internal alerts

Net Benefits

• Understand usage volumes for capacity planning

• Reduce time recreating issues

• Decrease user complaints

Page 13: Are Your End Users Doing Your ECM QA?

End-User Experience Dashboard

13

Page 14: Are Your End Users Doing Your ECM QA?

End-User Experience Dashboard

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Life Sciences | Reveille for EMC Documentum

SITUATION

• Reliant on Documentum to process/access regulated documents

• Enterprise monitoring tool didn’t provide needed Documentum-specific insight

• Alerted to application “slowness” by end-users; ~30 minutes to identify issues

• Did not have enough resources to truly manage Documentum

International

Pharmaceutical

Co.

Page 16: Are Your End Users Doing Your ECM QA?

Life Sciences | Reveille for EMC Documentum

RESULTS

• Proactive alerts enable company to fix issues before end-user impact

• ~Time to resolution decreased for 30 minutes to 10 minutes

• Reveille addressed resource constraint by providing 24/7 management of Documentum

International

Pharmaceutical

Co.

Page 17: Are Your End Users Doing Your ECM QA?

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Trend,

Report,

Communicate

& Improve 3 • Identify and track key performance

metrics

• Evaluate KPI trends over time

• Provide detailed reports to ECM team and roll-up reports to LOB and other stakeholders

Net Benefits

• Take the fire hat off and provide strategic recommendations

• Reduce the burden on your application support team; focus on higher value priorities

• Boost team morale with success

Page 18: Are Your End Users Doing Your ECM QA?

Scorecard Views of KPI’s

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Page 19: Are Your End Users Doing Your ECM QA?

Scorecard Views of KPI’s

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Scorecard Views of KPI’s

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October 2010

Page 21: Are Your End Users Doing Your ECM QA?

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Engineering & Construction | Reveille for IBM FileNet P8

SITUATION

• Lacked visibility into who was doing what with project documents

• Current monitoring solution very manual process

• Lacked quantitative usage measurements of high-investment, business critical applications and systems

• Highly regulated environment

Global

Engineering &

Construction

Co.

Page 22: Are Your End Users Doing Your ECM QA?

Professional Services | Reveille for IBM FileNet P8

RESULTS

• Deep insight into end-user transactions helps with root cause analysis

• Proactive alerts help them catch issues in their infrastructure early; before business impact

Global

Engineering &

Construction

Co.

Page 23: Are Your End Users Doing Your ECM QA?

Use management information to

eliminate future problems and

war room meetings

Prevent End-User QA in 3 Steps

Test the Platform

Understand the User

Experience

Trend, report, communicate

& improve

Leverage testing to ensure your

system is available and performing as

you expect

Manage end user experience

– understand what “slow”

means

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Page 24: Are Your End Users Doing Your ECM QA?

Beyond a Happy End User; Meet Business Priorities

Top Technologies For Your BT Agenda, Forrester Research, Inc., July 29, 2014.

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Page 25: Are Your End Users Doing Your ECM QA?

Who is Reveille Software?

Provider of application management for ECM

for 10+ years to 400+ organizations

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EMC® Documentum®

EMC® InfoArchive

EMC xCP and xCP-based applications

EMC® Document Sciences® xPression

IBM® FileNet® P8

IBM® Content Manager®

IBM® Datacap

Kofax®

Microsoft® SharePoint®

Key Partnerships

Solutions For Meet Our Customers

IBM Business

Partner

Page 26: Are Your End Users Doing Your ECM QA?

Thank You Take a Product Tour:

http://reveillesoftware.com/product-tour/

26

user/ReveilleSoftware

@ReveilleSoftwre

company/Reveille-Software

/ReveilleSoftware