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4 STEPS TO BUSINESS AGILITY
WITH ECM AND AUTOMATION
Marcin Pichur – Master of Business Administration
OLD BUSINESS IS SLOW AND UNPRODUCTIVE
3
Information:
Difficult to manage
People:
Stretched to do more
Security:
Is there enough?
Tools:
Frustrating and complex
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
4
Internet of things
Big data
Digital transformation
Content services
File sync ‘n’ share
Software-as-a-Service
Analytics
Real-time collaboration
Workforce enablement
Group chat
Process modelling
Customer relationship management
Employee engagement
Social
Mobile
Cloud infrastructure
Customer experience
Artificial intelligence
Machine learning
Digitisation Document management
Workflow automation
Managed print services
Machine learning
Enterprise content management
MYTHOS NUMMER 1
5
Palace of Culture and Science
THE ENDURING
VALUE OF ECM
HOW ECM DRIVES THE FOUR STEPS TO BUSINESS AGILITY
1. EFFICIENCY: INFORMATION DIGITISATION
The technology
Scanning paper into images or PDFs
Digital storage in a shared drive environment
Basic file sharing and search
The business benefits
Reclaimed physical storage space
Significant cost savings on paper, postage,
storage
The right devices in the right place
7
Digitise paper and do the same work with fewer resources.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
2. PRODUCTIVITY: INFORMATION MANAGEMENT
The technology
Intelligent indexing, data extraction and
document classification of scanned information
Search on content or metadata
Non-destructive annotations and stamps
Basic records management
Integration and viewing from business
applications, web portals and other contextual
environments
The business benefits
Insight into information patterns
More findable information
Regulatory compliance support
Integration between devices like MFPs and
content management systems
Security across every stage of document
lifecycle, including output
8
Accomplish more with the same set of resources.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
3. EFFECTIVENESS: INFORMATION WORKFLOW
The technology
Digital document workflow and queuing
Automated notifications through email
Configurable, ad hoc workflow for adaptable
work environment
The business benefits
Reduce response times significantly providing
an improved customer service
Quick decision-making for a more agile work
environment
Insight to resolve process bottlenecks
Optimise staff for exceptions
27/10/2017 9
Focus people on the right work for the best business results.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
4. AGILITY: INFORMATION AUTOMATION
The technology
Information routing initiated and advanced
based on content and metadata
Routing and archiving via defined rules and
conditions
The business benefits
Processes completed in the fastest time with
lowest possible friction
Workers only touch information at crucial
intervals
Allocate knowledge workers to “deep work” and
projects that drive business innovation
Reinvest time and cost savings into top-line
growth activities
27/10/2017 10
Adapt to changing business demands.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
YOUR 4 STEPS TO BUSINESS AGILITY
1. Efficiency:
Digitisation
+ Reclaimed physical storage
space
+ Significant cost savings on
paper, postage, storage
+ The right devices in the right
place
Digitise paper and do
the same work with
fewer resources.
2. Productivity:
Management
+ Insight into information
patterns
+ More findable information
+ Regulatory compliance
support
+ Integration between devices
like MFPs and content
management systems
+ Security across every stage
of document lifecycle,
including output
Accomplish more with
the same set of
resources.
3. Effectiveness:
Workflow
+ Cut response times
significantly for improved
customer service
+ Speed decision-making for a
more agile work environment
+ Insight to resolve process
bottlenecks
+ Optimise staff for exceptions
Focus people on the
right work for the best
business results.
4. Agility:
Automation
+ Processes completed in
the fastest time with lowest
possible friction
+ Workers only touch
information at crucial
intervals
+ Allocate knowledge
workers to “deep work”
and projects that drive
business innovation
+ Reinvest time and cost
savings into top-line
growth activities
Adapt to changing
business demands.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
“
12
In today’s era of volatility, there
is no other way but to re-invent.
The only sustainable advantage
you can have over others is
agility, that’s it.
– Jeff Bezos
Founder, Amazon.com
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
IMPACT
WHY DOES BUSINESS AGILITY MATTER?
AGILITY SOLVES THE SLOWNESS AND
FRUSTRATION OF OLD BUSINESS
14
Information:
There at the moment
of decision-making
People:
Working without
compromise
Security:
Data protected,
privacy ensured
Tools:
Intuitive, usable and
future-ready
Information:
Difficult to manage
People:
Stretched to do more
Security:
Is there enough?
Tools:
Frustrating and complex
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
FOUR KEY AREAS OF IMPACT
Information Security and ComplianceMobile and Distributed Workforces
The Millennial Innovator IT Modularity and Flexibility
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
THE MILLENNIAL INNOVATOR
THE TREND
A younger workforce raised with
always-on internet and app-centric
models of software want fast,
modern business experiences.
WHY AGILITY MATTERS
This generation values creative
execution, big ideas and social
reinforcement. Don’t hold them back
with tedious, manual tasks in old,
closed systems.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
IT MODULARITY AND FLEXIBILITY
THE TREND
Monolithic, on-premises systems
are gravity wells for expense and
create drag on business agility and
are being replaced by smaller,
interconnected solutions.
WHY AGILITY MATTERS
Departmental leaders require
complete flexibility in application
choice. Big, small, cloud, hybrid, 10
users or 1,000. Interoperability and
scalability are key requirements.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
MOBILE AND DISTRIBUTED WORKFORCES
THE TREND
With modern communication tools,
organisations can acquire the best
talent, regardless of physical
location, and equip them with the
mobile technology for success.
WHY AGILITY MATTERS
Knowledge workers can create,
advance or complete processes in
an “any-X” environment: anywhere,
any time, on any device for
frictionless information exchange.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
INFORMATION SECURITY AND COMPLIANCE
THE TREND
Information security and data
privacy has never been more
important. Regulatory compliance
continues to demand more of teams
and their systems.
WHY AGILITY MATTERS
User-level, document-level and
system-level security flex with
business process changes, and
new policies can deploy without
major system re-configuration.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
NEXT STEPS
HOW DO YOU GET THERE?
27/10/2017 20Presentation title
RETHINK THE SYSTEM ARCHITECTURE
On-premises
ECM
Finance HR
Line of
business
Outdated IT model of ECM
On-premises
Finance
Cloud
HR
Line of
business
ECM
Line of
business
ECM
Finance
ECM
Current IT model of ECM
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
NOT ALL ECM IS EQUAL. SIX QUESTIONS TO ASK YOUR VENDOR.
Is the cloud offering complete, or functionally limited?
Is the product user-friendly?
Is integration through industry standards or expensive, propriety
methods?
Is security and data privacy a priority?
Is there a proven track record of success?
Can information be captured from any source, including devices like
MFPs?
27/10/2017 22
1
2
3
4
5
6
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
PREPARING YOUR ORGANISATION
27/10/2017 23
Leadership
Prepare to strategically utilise
new time, skills and insights
Knowledge Workers
Prepare skills for higher value,
results-oriented work
IT Professionals
Prepare for more engaged,
consultative partnerships
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
HOW ECM AND AUTOMATION HELPS A HEALTH SERVICE
GROUP IN VICTORIA
27/10/2017 24
THE PROBLEM
Convoluted accounts payable
process incorporating manual data
entry, extensive verification and
physical document approval
processes without any visibility.
THE SOLUTION
Transparent electronic approval
workflow that utilise automatically
recognised invoices and extracted
data with the minimal user
intervention in the new fully
compliant process.
4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
© 2017 ᅳ KYOCERA Document Solutions Australia
http://www.kyoceradocumentsolutions.com.au
All rights reserved.
THANK YOU

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4 Steps to Business Agility with ECM and Automation

  • 1. 4 STEPS TO BUSINESS AGILITY WITH ECM AND AUTOMATION Marcin Pichur – Master of Business Administration
  • 2. OLD BUSINESS IS SLOW AND UNPRODUCTIVE 3 Information: Difficult to manage People: Stretched to do more Security: Is there enough? Tools: Frustrating and complex 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 3. 4 Internet of things Big data Digital transformation Content services File sync ‘n’ share Software-as-a-Service Analytics Real-time collaboration Workforce enablement Group chat Process modelling Customer relationship management Employee engagement Social Mobile Cloud infrastructure Customer experience Artificial intelligence Machine learning Digitisation Document management Workflow automation Managed print services Machine learning Enterprise content management
  • 4. MYTHOS NUMMER 1 5 Palace of Culture and Science
  • 5. THE ENDURING VALUE OF ECM HOW ECM DRIVES THE FOUR STEPS TO BUSINESS AGILITY
  • 6. 1. EFFICIENCY: INFORMATION DIGITISATION The technology Scanning paper into images or PDFs Digital storage in a shared drive environment Basic file sharing and search The business benefits Reclaimed physical storage space Significant cost savings on paper, postage, storage The right devices in the right place 7 Digitise paper and do the same work with fewer resources. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 7. 2. PRODUCTIVITY: INFORMATION MANAGEMENT The technology Intelligent indexing, data extraction and document classification of scanned information Search on content or metadata Non-destructive annotations and stamps Basic records management Integration and viewing from business applications, web portals and other contextual environments The business benefits Insight into information patterns More findable information Regulatory compliance support Integration between devices like MFPs and content management systems Security across every stage of document lifecycle, including output 8 Accomplish more with the same set of resources. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 8. 3. EFFECTIVENESS: INFORMATION WORKFLOW The technology Digital document workflow and queuing Automated notifications through email Configurable, ad hoc workflow for adaptable work environment The business benefits Reduce response times significantly providing an improved customer service Quick decision-making for a more agile work environment Insight to resolve process bottlenecks Optimise staff for exceptions 27/10/2017 9 Focus people on the right work for the best business results. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 9. 4. AGILITY: INFORMATION AUTOMATION The technology Information routing initiated and advanced based on content and metadata Routing and archiving via defined rules and conditions The business benefits Processes completed in the fastest time with lowest possible friction Workers only touch information at crucial intervals Allocate knowledge workers to “deep work” and projects that drive business innovation Reinvest time and cost savings into top-line growth activities 27/10/2017 10 Adapt to changing business demands. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 10. YOUR 4 STEPS TO BUSINESS AGILITY 1. Efficiency: Digitisation + Reclaimed physical storage space + Significant cost savings on paper, postage, storage + The right devices in the right place Digitise paper and do the same work with fewer resources. 2. Productivity: Management + Insight into information patterns + More findable information + Regulatory compliance support + Integration between devices like MFPs and content management systems + Security across every stage of document lifecycle, including output Accomplish more with the same set of resources. 3. Effectiveness: Workflow + Cut response times significantly for improved customer service + Speed decision-making for a more agile work environment + Insight to resolve process bottlenecks + Optimise staff for exceptions Focus people on the right work for the best business results. 4. Agility: Automation + Processes completed in the fastest time with lowest possible friction + Workers only touch information at crucial intervals + Allocate knowledge workers to “deep work” and projects that drive business innovation + Reinvest time and cost savings into top-line growth activities Adapt to changing business demands. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 11. “ 12 In today’s era of volatility, there is no other way but to re-invent. The only sustainable advantage you can have over others is agility, that’s it. – Jeff Bezos Founder, Amazon.com 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 12. IMPACT WHY DOES BUSINESS AGILITY MATTER?
  • 13. AGILITY SOLVES THE SLOWNESS AND FRUSTRATION OF OLD BUSINESS 14 Information: There at the moment of decision-making People: Working without compromise Security: Data protected, privacy ensured Tools: Intuitive, usable and future-ready Information: Difficult to manage People: Stretched to do more Security: Is there enough? Tools: Frustrating and complex 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 14. FOUR KEY AREAS OF IMPACT Information Security and ComplianceMobile and Distributed Workforces The Millennial Innovator IT Modularity and Flexibility 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 15. THE MILLENNIAL INNOVATOR THE TREND A younger workforce raised with always-on internet and app-centric models of software want fast, modern business experiences. WHY AGILITY MATTERS This generation values creative execution, big ideas and social reinforcement. Don’t hold them back with tedious, manual tasks in old, closed systems. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 16. IT MODULARITY AND FLEXIBILITY THE TREND Monolithic, on-premises systems are gravity wells for expense and create drag on business agility and are being replaced by smaller, interconnected solutions. WHY AGILITY MATTERS Departmental leaders require complete flexibility in application choice. Big, small, cloud, hybrid, 10 users or 1,000. Interoperability and scalability are key requirements. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 17. MOBILE AND DISTRIBUTED WORKFORCES THE TREND With modern communication tools, organisations can acquire the best talent, regardless of physical location, and equip them with the mobile technology for success. WHY AGILITY MATTERS Knowledge workers can create, advance or complete processes in an “any-X” environment: anywhere, any time, on any device for frictionless information exchange. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 18. INFORMATION SECURITY AND COMPLIANCE THE TREND Information security and data privacy has never been more important. Regulatory compliance continues to demand more of teams and their systems. WHY AGILITY MATTERS User-level, document-level and system-level security flex with business process changes, and new policies can deploy without major system re-configuration. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 19. NEXT STEPS HOW DO YOU GET THERE? 27/10/2017 20Presentation title
  • 20. RETHINK THE SYSTEM ARCHITECTURE On-premises ECM Finance HR Line of business Outdated IT model of ECM On-premises Finance Cloud HR Line of business ECM Line of business ECM Finance ECM Current IT model of ECM 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 21. NOT ALL ECM IS EQUAL. SIX QUESTIONS TO ASK YOUR VENDOR. Is the cloud offering complete, or functionally limited? Is the product user-friendly? Is integration through industry standards or expensive, propriety methods? Is security and data privacy a priority? Is there a proven track record of success? Can information be captured from any source, including devices like MFPs? 27/10/2017 22 1 2 3 4 5 6 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 22. PREPARING YOUR ORGANISATION 27/10/2017 23 Leadership Prepare to strategically utilise new time, skills and insights Knowledge Workers Prepare skills for higher value, results-oriented work IT Professionals Prepare for more engaged, consultative partnerships 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 23. HOW ECM AND AUTOMATION HELPS A HEALTH SERVICE GROUP IN VICTORIA 27/10/2017 24 THE PROBLEM Convoluted accounts payable process incorporating manual data entry, extensive verification and physical document approval processes without any visibility. THE SOLUTION Transparent electronic approval workflow that utilise automatically recognised invoices and extracted data with the minimal user intervention in the new fully compliant process. 4 STEPS TO BUSINESS AGILITY WITH ECM & AUTOMATION
  • 24. © 2017 ᅳ KYOCERA Document Solutions Australia http://www.kyoceradocumentsolutions.com.au All rights reserved. THANK YOU