Horizons 2014 - Enterprise Solutions
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The document outlines the advantages and opportunities of implementing enterprise solutions at Keymark Inc., emphasizing improved data visibility and streamlined processes across departments. It discusses the importance of proper licensing, defining business processes, building a capable team, and leveraging partnerships for successful implementation. Additionally, it offers next steps, including a free assessment to evaluate potential success with an enterprise model.
Horizons 2014 - Enterprise Solutions
- 1. ENTERPRISE SOLUTIONS KEYMARK INC. | MAY 22, 2014 | GREENVILLE, SC
- 3. Enterprise Advantages • Uniform representation of data. • Ability to focus workers who used to handle data entry on organizational improvements using the data available through enterprise ECM. • Improved reporting and increased visibility across the organization for senior management.
- 4. Who benefits company-wide? • Department managers attain the same benefits you have. • C-Level executives gain increased visibility and see communication across departments. • Every end user - It can be underlying with LOB App as the user interface. Or, it can be a common user interface enterprise-wide.
- 5. Enterprise Opportunities to Consider • You have the seats covered now and moving forward. • From here, you research functionality and only add server modules to expand your capabilities. • If you have AP, evaluate HR (and vice versa). If you have an LOB solution evaluate Back Office.
- 6. LICENSING
- 7. Enterprise Licensing – OnBase • Based on number of employees – Must be auditable • 10% growth clause • Access, workflow, workview or all/some/one of the above.
- 8. Enterprise Licensing – Capture • Regardless of your capture product, licensing is based on volume.
- 9. WHY TAKE AN ENTERPRISE APPROACH?
- 10. • Break down information barriers between departments
- 11. • Break down information barriers between departments • Truly implement document retention policies
- 12. • Break down information barriers between departments • Truly implement document retention policies • Reduce Risk
- 13. • For all the reasons you implemented a departmental solution
- 14. • For all the reasons you implemented a departmental solution – Process Automation and Optimization – Control – Content Reuse – Information Integrity
- 15. • For all the reasons you implemented a departmental solution – Ease of Access – Compliance – Cost Reduction – Customer and Employee Satisfaction
- 16. WHY NOW?
- 18. • Competitive landscape • Leverage the software and infrastructure investment you’ve already made
- 19. • Competitive landscape • Leverage the software and infrastructure investment you’ve already made • Leverage the investment in human capital you’ve already made
- 20. HOW DO I GET THERE?
- 21. • The three P’s
- 22. • The three P’s – Processes
- 23. • The three P’s – Processes – People
- 24. • The three P’s – Processes – People – Partners
- 25. Processes • Ideally, you already have a clear definition of your business processes – Complexity – Business value – Regulatory and compliance constraints – Impact on people
- 26. Processes • Ideally, you already have a good definition of your business processes • Realistically, most people have a good idea of what processes exist and a subjective view of value the value of each
- 27. Processes • In order to be effective, you simply need to have a process for identifying and defining processes that are a fit for ECM – The Goldilocks Principle
- 28. Processes • Identify processes that are not too difficult and not too simple
- 29. Processes • Identify processes that are not too difficult and not too simple • Identify processes where automation can have a significant business impact and quantify it.
- 30. Processes • Identify processes that are not too difficult and not too simple • Identify processes where automation can have a significant business impact and quantify it. • Get business buy in from the top down.
- 31. Processes • Measure your success
- 32. Processes • Measure your success • Leverage past successes and move on
- 33. People • Your team is the most important factor in your ability to be successful
- 34. People • Build a team that is capable and self-sufficient
- 35. People • Build a team that is capable and self-sufficient – At least two people to start with, but three or four would be better
- 36. People • Build a team that is capable and self-sufficient – At least two people to start with, but three or four would be better – Train them – System Administration, Workflow Design
- 37. People • Build a team that is capable and self-sufficient – At least two people to start with, but three or four would be better – Train them – System Administration, Workflow Design – Train them some more – OnBase API, Supporting OnBase, Workview
- 38. People • Build a team that is capable and self-sufficient – Add a business analyst to the mix
- 39. People • Build a team that is capable and self-sufficient – Add a business analyst to the mix – Make use of other available assets – OTTC, TechQuest, Premium Training, Hyland Communities
- 40. People • Build a team that is capable and self-sufficient – Add a business analyst to the mix – Make use of other available assets – OTTC, TechQuest, Premium Training, Hyland Communities – User Groups, Networking Opportunities
- 41. Partners • Lean on your partners when needed
- 42. Partners • Lean on your partners when needed – Technology Updates
- 43. Partners • Lean on your partners when needed – Technology Updates – Support Services
- 44. Partners • Lean on your partners when needed – Technology Updates – Support Services – Consulting Services
- 45. Partners • Lean on your partners when needed – Technology Updates – Support Services – Consulting Services – Turnkey Projects
- 46. Partners • Lean on your partners when needed – Staff Augmentation
- 47. NEXT STEPS
- 48. Free Two-Day Assessment • BPM Group will come onsite (you pay travel only) and evaluate your potential success with the enterprise model. • Includes evaluation of department uses and core LOBs. • Can assist with ROI evaluation.
- 49. Contact Your Account Manager • Your account manager is here to help you. • So am I: – Victoria Pruitt – 864-343-0341 – [email protected] • And Kami! – Kami Turner – 864-343-0320 – [email protected]
- 50. THANK YOU!