AIIM Webinar presented by: Anne Tulek of Access Sciences Corp; and Scott Morin of 4Point

1. In associationwith: Presented by:
Transform the Way You Work with
Modern Processes and Improved
Workflows in All Parts of Your Business
PresentedOctober7, 2015

2. In associationwith: Presented by:
About AIIM
AIIM is the Global Community of
Information Professionals
AIIM believes that the information systems
we use at work should be
simple, secure, and available
anywhere, anytime, and on any device.
Our mission is to improve organizational
performance by empowering a community
of leaders committed to information-driven
innovation.
Learn more at www.aiim.org

3. In associationwith: Presented by:
AIIM Presents:
Transform the Way You Work with Modern Processesand
Improved Workflows in All Parts of Your Business
Host: Theresa Resek
Director
AIIM
Anne G. Tülek
PresidentandCEO
AccessSciences
ScottMorin
Vice President,Sales
4Point

4. In associationwith: Presented by:
Introducing our Featured Speaker
Anne G. Tülek
President and CEO

5. In associationwith: Presented by:
Mobile Trends

6. In associationwith: Presented by:
Mobile Trends

7. In associationwith: Presented by:
Mobile Trends
50% of millennials shopped
for cars on their phone
21% of adults in the US
have multiple devices

8. In associationwith: Presented by:
Industries Adopting Mobile

9. In associationwith: Presented by:
Industry Disruption

10. In associationwith: Presented by:
And the Rest?
faster, better, cheaper

11. In associationwith: Presented by:
Benefits
Healthcare
Energy, Construction,
Utilities
Government Other

12. In associationwith: Presented by:
Benefits
0% 20% 40% 60% 80%
Staff more able to work remotely
Speed of data availability
Better collaboration
Keeping paper out of the process
Improved back-office efficiency
Reduced logistics of forms and paper
handling
More competitive customer service
Better data accuracy
Better archives and compliance
Freeing up process flows/approval cycles
Staff mobility
(60%).
Speed of data
availability (48%).
Better
collaboration
(44%).
Keeping out paper
(28%).

13. In associationwith: Presented by:
Benefits

14. In associationwith: Presented by:
End Goal

15. In associationwith: Presented by:
Business Priorities
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
On-site access to manuals, drawings,
operating instructions, etc.,
For expense claims and receipts
For field staff to access, update or file
reports back-to-base
To file surveys, site inspections,
assessments or damage reports
As part of a formal document comment
and approval process
As electronic clipboards for tick lists,
stock check, menu orders, etc.
For electronic forms input as part of a
financial, healthcare or new customer…
To monitor staff or customer locations,
movements, etc.
For stroked or imaged approval
signatures
To image IDs and other on-boarding
documents
None of these
We have no mobileprojects live or
planned
60% have already
integratedmobile into
some business processes
85% have something
planned or in progress

16. In associationwith: Presented by:
Start with Strategy
Vs.

17. In associationwith: Presented by:
Business Needs

18. In associationwith: Presented by:
More than Technology

19. In associationwith: Presented by:
User Adoption

20. In associationwith: Presented by:
Potential Missteps
not enough
viewpoints
lack of
expertise
wrong tools for
the job
Insufficient
training and
governance
not understanding true
pain point
leading with
technology
instead of
business
needs

21. In associationwith: Presented by:
Evaluate Processes

22. In associationwith: Presented by:
Requirements Drive Technology

23. In associationwith: Presented by:
Training, Support Models, and More

24. In associationwith: Presented by:
Driving Mobile Success

25. In associationwith: Presented by:
Case Study: BGC Engineering

26. In associationwith: Presented by:
Case Study: Mitchells & Butlers

27. In associationwith: Presented by:
Thank you!
Read more about the case studies just mentioned here, visit
http://accesssciences.com/AIIM-Webinar-Workflow
Or Contact me:
Anne G. Tülek
President & CEO
atulek@accesssciences.com
(713) 554-7570

28. In associationwith: Presented by:
Introducing our Sponsor Speaker
Scott Morin
Vice President,Sales

29. In associationwith: Presented by:
Top Use Cases for Mobile in Business– And How We Can Help

30. In associationwith: Presented by:
Segmentation,
Targeting,Messaging,
Offers
Consistency,
ResponsiveDesign,
Conversion
?
Forms &Applications
© 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential.
The Critical but Forgotten Part of Brand Experience

31. In associationwith: Presented by:
Automating Document Workflow Processes
FROM TO
Ad hoc Structured& auditable
Inefficient & slow Efficient & streamlined
Cumbersome Collaborative
IT-dependant Empoweredbusiness users

32. In associationwith: Presented by:
Convenient andsecure
banking e-forms accessibleto
clientswhenandwherethey
want them.
Find a solutionto digitize loanforms
and documents to make form
discovery,completion,and
management easy andsecure.
OBJECTIVE
Adobe Experience Manager
Forms (formerly Adobe LiveCycle)
SOLUTIONS
5-weekturn-aroundfor
project delivery
RESULTS
© 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14
Solution Showcase – Electronic Banking

33. In associationwith: Presented by:
Over 2,000 hours of
data entrysavedinthe
1st monthofoperation.
Find a responsive,e-formsolutionto
offer enhancedmobility to community
policingoperations,while maintaining
the look-and-feel of a paper formto
reduce adoptiontime.
OBJECTIVE
Adobe Experience Manager
Forms (formerly Adobe LiveCycle)
SOLUTIONS
50%reductionin form
completiontime.
RESULTS
Chris Hellewell
Senior V.P., Research &
Development
Spillman
“With4Point’s expertise,the speedof developmentwasfast, which
wasa definiteplus.Asa result,wewere able toswiftlyrespondto
market demand.”
© 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14
Solution Showcase – Mobile E-forms in Policing

34. In associationwith: Presented by:
© 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14
Solution Showcase –
Mobile Patient Eligibility & Enrollment
https://www.youtube.com/watch?v=ljKazNOtmxE

35. In associationwith: Presented by:
Reach out to 4Point in the next 30 days to set up
a complimentary Business Assessment.
info@4point.com 1 (855) 561-4187

36. In associationwith: Presented by:
Anne G. Tülek
President & CEO
atulek@accesssciences.com
(713) 554-7570
Contact Us!
Scott Morin
Vice President, Sales
scott.morin@4point.com
Direct: (613) 907-6448
Toll-Free: 1 (855) 561-4187

37. In associationwith: Presented by:
QUESTIONS?

38. In associationwith: Presented by:
AIIM Resources
www.aiim.org/research
Download AIIM Studies

39. aiim.org/training
• EnterpriseContent Management
Improve customer and staff engagement,
ensure compliance, and automate
business processes.
• Business ProcessManagement
Map, design, and automate operational
processes for your organization using a
combination of strategies, change
management, and technologies.
• Taxonomy & Metadata
Optimize navigation, findability, and
information discovery through content
classification.
• InformationGovernance
Create an information accountability
framework that reduces costs, manages risk,
and optimizes value.
• Managing Records& eDiscovery
with SharePoint 2013
Manage records, ensure compliance,
and prepare for civil litigation requests.
• Electronic RecordsManagement
Know what to keep and what to discard as
volume, variety, and velocity of digital
information intensifies.
AIIM Training

40. In associationwith: Presented by:
Enterprise Content Management
(ECM)
Business Process Management
(BPM)
Capture & Scanning
Collaboration
Content Analytics
Electronic Records Management
(ERM)
Information Governance
Search
SharePoint
Taxonomy & Metadata
Web Content Management
Access Industry Tutorials, Research,
Webinars, and Expert Advice Blogs –
all in one place
Visit aiim.org/resource-centers
AIIM Resource Centers

41. In associationwith: Presented by:
Survey and Feedback
To take our Survey, click on the link in the
Resources tab at the bottom of your screen.
Tell us how we did today,
and offer suggestions for
topics of future events.

42. In associationwith: Presented by:
Upcoming Webinars
October 14th
ECM Should Not Be a Stand Alone System: Realize its true
value with integration
October 28th
Clutter Busters: 3 Steps to Organizing,Finding, and
Governing Your Information
Register Today at
www.aiim.org/webinars
View our library of Webinars On Demand
www.aiim.org/WebinarsOnDemand

43. In associationwith: Presented by: