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Solve Content Chaos
CIO–Operational to Strategic Best Practices
Access & Availability
Security
Info Governance, Compliance & Legal Risk Mitigation
Process Optimization
Business Insight/Financial Impact
Create & Execute a Business & IT Vision That Drives Innovation & Impacts Company Financial Performance
CIO–Operational to Strategic Best Practices
Functional Stable, Secure & Efficient
Operational Agile, Global & Growth
Transformation Optimized, Big-Data Intelligence
Strategic Competitive Advantage, Innovation
Business Value Delivered
ECM Challenges Content Chaos Costly & Complex
What’s Different? Adoption
u System of Record u Automation of
Governance u Actionable Analytics u Intelligent Migration
User Adoption Organizational Adoption
Case Study: Corporate Legal
u Where We Started: ¤ Millions of Documents in Email &
Shared Drives ¤ Productivity & Security Concerns ¤ Tried Buying & Building
Case Study: Corporate Legal
u What We Delivered: ¤ Role-Based Views (Matter Management) ¤ Email & Office Integration +
Workflow Automation ¤ Migration of Millions of Files
Who is Zia?
EST.
2003 Boulder, CO
Critical Not Casual Controlling Chaos
+ Delivering Rapid ROI
Process & Integration
Open Platforms
Content People
E x p e r i e n c e d P a r t n e r s h i p s A d h e r e & A c c e l e r a t e
Reduce the Risk
¤ Thousands of Hours of IP ¤ Pre-Existing Integrations ¤ Vertical/Department Focused
Deliver Results
Zia Delivery Methodology
Architecture & Project Management User AND Executive Involvement Quick Wins Initial Consulting
Engagements (ICE)
Where We Work
Identification
Our Pillars of Success
Automation
Control
u Forensic Discovery u Intelligent Classification u Simple + Smart ECM
Identification
u Case Management u Business Process Management u Application Integration u Document Assembly
Automation
Control
u Hybrid Platform u Enterprise-Class u Universal Content Security u Records Management
Solving SharePoint: Adhere for Alfresco
Content Chaos
Our employees demand SharePoint…
but we need an ECM system for governance, security, and
business process.
Solving SharePoint
AIIM 2015 SharePoint Survey
93% of organizations use SharePoint
Only
11% of respondents see their deployment
as a success
HOWEVER…
Over
75% still have a “strong
commitment” to SharePoint
And Yet…
The Facts
Only
30% use SharePoint for
Document Management
Only
11% use SharePoint for
Records Management
Only
6% have true
“Federated Search”
Why Not SharePoint as Your Enterprise CMS?
SCALE
Per Microsoft:
• Synchronization Limit - 1800 Documents
• Max 5000 Users • Max 10 Concurrent
Editors
UPGRADE
Per Gartner:
“SharePoint upgrade doesn't seems to have got any easier with 2013, and in fact things seemed to have gotten much worse.”
-Gartner Report "SharePoint 2013"
AUTOMATION
Per Microsoft Technet:
• Complex Workflow Requires Third Party Tools
• Max 15 Workflows Run Concurrently Against Content DB
Why Not SharePoint as Your Enterprise CMS?
PROVISIONING
• Lack of Advanced Site Creation
• Lack of Configuration • Lack of Rule-based
Provisioning
ARCHIVING
• Lack of Site Archival • Lack of
Decommissioning Functionality
• Lack of Advanced Storage Optimization Capabilities
COMPLIANCE & SECURITY
• Lack of Automation
(users won’t do it) • Lack of Governance
Controls • Lack of Security
Controls
REALITY u Legal Costs & Risk
u Records Management Doubles Cost
u Maintenance Costs Double
u Storage Costs Double u Operational,
Transformational, & Strategic Do Not Happen
u Adoption Decreases
Hidden Cost & Risk with SharePoint Only Cut Additional ECM Costs & Move Forward with SharePoint Only Initiative
Failed Functional and Operational Strategy: As it relates to cloud, mobile, information
governance, user adoption, higher TCO and lower ROI
SharePoint as Stand Alone Enterprise CMS
What Keeps You Up At Night?
u Real Use Case: ¤ Leading Pharma Manufacturer ¤ 70,000 SharePoint Sites ¤ 30 x $1 Billion Problem
Adhere: Consolidated Content Management
Integration & Synchronization
Automated Workflow
Embedded Classification
Universal Content Security
Federated Search
Records Management
OUR TOOLBOX
The Tools You Use Today
All About Adoption
+
Adhere Solution Architecture
u Modular software is highly adaptable
u Easily configure one or many connectors
u Simple addition of additional solutions to work with connectors
SharePoint + Workflow
u SharePoint + Alfresco Activiti u Activiti Enterprise
40% struggle with SharePoint Workflow
#1 Response
54% use workflow/BPM enhancements with
SharePoint
Lack of BPM Functionalities is still a major issue
Classifying Documents, Extracting Data
Modern, Open, Intelligent
Document Capture
In-Process Capture
(Ephesoft Web Services)
Mobile Capture
Auto-Classification
u Casual Content u PII/PMI u Secret u Top Secret
Turn SharePoint into a powerful
SEARCH TOOL
Search across
MULTIPLE REPOSITORIES
from one location
Federated results
lists allow DIRECT INTERACTION with content using native repository
functions
Federated Search for SharePoint
Solving Content Security
What Keeps You Up at Night?
60K… 6000
2 YRS LATER 25,000+
What Keeps You Up at Night?
What Are We Talking About Here?
u Employee Records u Board Minutes
u M&A Documents u Intellectual Property
u Sales Data
u Financial Reports
u Strategic Plans
u Secure Deal Rooms u Contracts
u Legal Documents u Marketing Materials
u Customer Data
u Tax / Banking Documents
u And more….
Internal Documents External Documents
UCS provides seamless control & protection of data in any type of file, anywhere inside or outside the organization, on any device… wi thout changing ex is t ing business processes or user behaviors.
Universal Content Security (UCS)
UCS Benefits
u Protection of proprietary, confidential, and regulated information u Simplified policy definition and maintenance
u Automatically copies policies from data source to target file
u Auditing, logging, and reporting capabilities
u Transparent to the end user and non-disruptive to the business
u Powered by Covertix SmartCipher
Case Study: Smart Cipher
u Leading Global Telco ¤ Collaboration – Business Partners,
Customers, Prospects ¤ Mobility – BYOD for Executives ¤ Cloud – Securing Cloud Sync &
Share
Everyone’s a Records Manager…
And Nobody Knows It!
SharePoint + Records Management
Only
13% say SharePoint aligns with their
Information Governance policies
Only
11% use SharePoint for
Records Management
The Two Worlds of ECM
u Get Work Done u Governance
Content Creators Records Managers
Disposition Audit
Security Archive
Destruction
Put Another Way: The RM Continuum
Create Edit Find
Version Workflow
Collaborate
Everyone’s a Records Manager and Nobody Knows It
u SharePoint + Alfresco RM ¤ Simple Collaboration meets Enterprise Governance ¤ Automated Archiving from SharePoint ¤ Business Process / “Event-Driven” RM ¤ Enterprise Integration – ERP, CRM, HCM
Easy RM: Alfresco Records Management
u Alfresco RM ¤ In-Place Records Management ¤ Intelligent File Plan ¤ Automated Declaration
u DoD 5015.2 Certification u Advanced Workflow u Retention, Disposal, Legal Holds…
In-Place Records Declarations
Easy RM u Intelligent File Plan
¤ Dynamic Creation & Filing
¤ Rules for Filing Records
¤ Auto-Create Records Folders
u Automated Filing & Declaration ¤ Location Change ¤ Attribute Change
Demo: HR Onboarding
Content Chaos
Automated Document Processing with Accelerate
u People + Paper u Loans, Claims, Benefits, Applications
COST CONFIDENTIALITY COMPLIANCE
CUSTOMER/ CONSTITUENT
SATISFACTION
4 Cs
Accelerate: Document Processing For Your Process
Application Integration
Advanced Workflow/BPM
Capture Anywhere
Universal Content Security
Case Management
Actionable Analytics
OUR TOOLBOX
What’s Next?
u Assessment / Health Check u SharePoint + Alfresco Modeling u Intelligent Migration
u Learn More - ziaconsulting.com/resources ¤ Webinars & Videos ¤ Data Sheets & Brochures ¤ Case Studies
Questions?
Information Governance Key Findings AIIM – 2014 Industry Watch – Automating Information Governance Report
u Paper records are stabilizing, but electronic are increasing rapidly
u 12% of organizations store what they need to
u 43% feel that automation is the only way to keep up
u 40% of organizations are moving to a larger Information Gov View
u Email & Cloud Strategies are very variable and widely ineffective
Information Governance Risks AIIM – 2014 Industry Watch – Automating Information Governance Report
3 Biggest Risks from Failure of Information Governance
EXCESS Litigation
Costs
DAMAGE To Reputation
LOSS Of Intellectual
Property
Information Governance Benefits AIIM – 2014 Industry Watch – Automating Information Governance Report
3 Biggest Benefits from Good Information Governance
REDUCTION In storage
costs
FASTER Response to events and inquiries
SHARING And
exploiting knowledge resources
