[AIIM17] Are You Getting the Most Out of Your Enterprise Solutions? - Dean Johnson

Are you getting the most out of your

enterprise solutions?

Agenda

• Discovery Benefits Video• A Connected Enterprise; Leveraging your systems,

content and information to their full potential• Enterprise ECM at Discovery Benefits• What the Future Holds• The Team that makes us Successful• Discovery Benefits Overview

Discovery Benefits Video

A connected enterprise; leveraging your systems, content and

information to their full potential

Using technology you have already purchased you can expand existing solutions

or create new ones

Capture Manage Access Integrate Measure Store

Solution design/process improvementWhat

security, retention and

disaster recovery

requirements are there?

What insights do you need to enhance the

solution?

What applications do you need to integrate

with?

Who needs access to the solution and

on what devices?

What information do you need to capture

and in what format?

Which processes to

improve? Any doc

management requirements?

Replace any applications?

Capture Manage Access Integrate Measure Store

On-Site and Off-Site

backups.8 Year

retention

How much spent per vendor.

How well has vendor performed.Multiple of

one Vendors

Security Systems.

Phone Systems, Internal

Application

Accounting,Internal Security,

AP and AR,Building

Management, Company

Management

Quotes,Invoices,

Purchased Items,

Experience with

Vendors

Excel Files?Paper

Invoices?Who has the

Quote?Did the item

arrive?

Vendor Management

Enterprise ECM Solution Examples

UnlimitedPossibilities

Accounts Payable Human Resources Compliance Solutions

Claims Processing Billing Solutions Policy Administration Health Exchange

Accounts Payable

Capture Manage Access Integrate Measure Store

7 year retention

Time to pay, bottlenecks,

discounts

ERP (Lawson,

PeopleSoft, SAP, etc.)

AP clerks managers executives

Invoices, POs,

packing slips

(Paper, EDI, email, fax,

COLD)

Invoice, check,

requisition processing

& exception handling

Accounts payable example

Human Resources

Capture Manage Access Integrate Measure Store

HR Records Management, HIPAA and

D.O.L.

Time to hire & onboard,

missing documents

HRISGeneralists, managers, executives

W4 (eforms, paper),

i9 (paper), employee handbook

(PDF), backfile (production scanning)

Onboarding, offboarding,

policies & procedures, collaboratio

n

Human resources example

Corporate Credit Cards and Check Requests

Accounts Receivable

Compliance Solutions

Policy Administration

Claims Processing

Billing Solutions

LOB Integrations

Enterprise ECM at Discovery Benefits

“We use ECM as our central nervous system. It controls nearly every process we have in the company”.

John BiwerPresident, Discovery Benefits

“By leveraging a single enterprise information management platform as the central nervous system of our business operations, Discovery has grown from providing benefits for 1.25 million people to more than 5 million while saving over $500,000 a year in paper costs alone”.

Craig AlmeVP OnBase

Knowledge workers use Nuance software solutions

11KEmployersbillion

Printed pages managed by Nuance software

solutions

Participants250Participant Serv. Staff

650MClaims Processed Yearly

35370Employer Facing Staff

+1.1M +770+Employees

1987Year established

4MCOBRA Covered Lives

Claims Staff+

+

+

Discovery Benefits ECM Overview

• Currently running OnBase v16.0 • OnBase installed on 800 user machines• Accessed by everyone within the enterprise• Primary system of record

• 123+ Workflow Life Cycles• 2,539+ Workflow Queues• 28,739+ Workflow Tasks• 9,045+ Workflow Rules• 15,633+ Workflow Actions• 1,327+ Document Types• 59 million items• 18 TB of stored objects (Copy 1)• 1.82 TB database

Legend -

Note: All Departments now using Collaboration

The Future of ECM at Discovery Benefits

Enterprise ECM Project Roadmap

WorkView CRMscreen redesign

Case Management Service Request Ticketing

OnBaseRequests Referrals

Sales RateProcess Redesign

Client ASAProject

OnBase Upgradeto version 16

ChecklistModule

WorkViewIntegration

Mailbox Importer

VendorManagement

The Team that makes us Sucessful!

THE TEAM

“To Stay vigilant in pursuing constant improvement that aligns our actions with the goals of Discovery Benefits. We pro-actively look for new processes to help the end users work more effectively and efficiently. We strive towards the success of Discovery Benefits”.

- OnBase Team Mission StatementDiscovery Benefits

Discovery Benefits Overview

We’re a national leader in FSA, HSA, HRA, Commuter Benefits and COBRA administration, simplifying the employee benefits process for our clients with cutting-edge technology and trained experts dedicated to providing superior customer service.