Fireproof EDM webinar

FIREPROOF:EDM Webinar

Presenters:

Greg Houser – ECM Account Executive 18 years imaging industry experience at local, regional and national companies. Fortune 100 experience with global equipment and software manufacturer.

Ben Katz – Systems Engineer Certified Engineer for Office Automation Systems

Marketing/IT Development at FIREPROOF

Why EDM

• Physical demands of paper • Inefficient Processes• Regulation and Compliance• Security

What is the problematic nature of paper?

Unstructured Data

• Inability to organize.• Inability to compute.• Inability to extract information without manual intervention.• Multiple copies/versions.• Lack of control.

Trends in the Marketplace

• Healthcare – HIPPA, Hitech, EMR• Legal – Electronic submissions to court• Government – Obama Administration Records

Management Directive

What does Obama Administration Directive mean?

• Government Agencies must designate a Senior Agency Official (SAO) for records by 11/15/12

• SAO must identify permanent records to the National Archive and Records Administration (NARA) by 12/31/13• Manage both permanent and temporary e-mail in electronic format by 2016• Manage all permanent records in an electronic format by 2019

But we aren’t the government?

• Landscape is changing.• Implications of directive will trickle down.• Competition drives efficiency.• Paperless viewed as an “Advantage”.

How do you achieve advantage?

• Less physical space requirements.• Better customer service. • Reduced Costs.• Improve process time.• Improved audit controls• Improved security.

Traditional View of EDM

• Search and Retrieval• Versioning• Control• Shared Content• Enterprise Solution• Expensive

What’s different now.

• Workflow• Mobile• Integration• E-Forms• Licensing• Other

Workflow

• Using software to route, review, approve documents electronically

• Potential to automate decisions• Eliminate bottlenecks• Streamline processes

Mobile• Executive appeal• IOS and Android devices growth in corporate

environments• Traveling management and executives

desire/expect integration• Full function on the go

Integration

• No longer a standalone application• Must work with everyday application to

deliver organizational value• SQL, ODBC, QB, GP, MS applications (Outlook),

etc.

e-Forms• Automated Creation of Forms• Automated Submission of Forms• Enhance Web-Site reach• Move system data entry to applicant

Licensing

• Concurrent Users (historical model)– On users server

• Image Count Model– On users server

• Per GB of Storage– On the cloud (SaaS)

Who is taking advantage?

• Large Corporations (Enterprise Solution)

• Corporate Departments(AP, AR, HR, Finance, Compliance, MFG)

• Small to Medium Business– Same as Corporate Departments– Manage the paper trail

Improve the Process

• Discovery and Simplification• Capture and Document• Publication and Animation• Design and Improve• Simulate and Optimize• Generate and Execute• Monitor and Manage

FIREPROOF is here to help• Unique view of records• Support hybrid solution• Supporting services available• Moving information forward!

Contact Information

• FIREPROOF website - www.fireproof.com • – • – • –

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www.fireproof.com/blog

Twitter.com/fireproofINFO

Facebook.com/FireproofRecords

LinkedIn/company/fireproof-records-center

YouTube.com/user/FireproofRecordsCtr

Questions?

Thank You• Greg Houser – ECM Account Executive (Ofc) 614.317.9945 (cell) 614.271.8401 ghouser@fireproof.com

• Ben Katz – Systems Engineer (Ofc) 614.299.2122 bkatz@fireproof.com