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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

Fireproof EDM webinar

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Page 1: 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

Page 2: Fireproof EDM webinar

Why EDM

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

What is the problematic nature of paper?

Page 3: Fireproof EDM webinar

Unstructured Data

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

Page 4: Fireproof EDM webinar

Trends in the Marketplace

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

Management Directive

Page 5: Fireproof EDM webinar

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

Page 6: Fireproof EDM webinar

But we aren’t the government?

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

Page 7: Fireproof EDM webinar

How do you achieve advantage?

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

Page 8: Fireproof EDM webinar

Traditional View of EDM

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

Page 9: Fireproof EDM webinar

What’s different now.

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

Page 10: Fireproof EDM webinar

Workflow

• Using software to route, review, approve documents electronically

• Potential to automate decisions• Eliminate bottlenecks• Streamline processes

Page 11: Fireproof EDM webinar

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

environments• Traveling management and executives

desire/expect integration• Full function on the go

Page 12: Fireproof EDM webinar

Integration

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

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

etc.

Page 13: Fireproof EDM webinar

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

Page 14: Fireproof EDM webinar

Licensing

• Concurrent Users (historical model)– On users server

• Image Count Model– On users server

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

Page 15: Fireproof EDM webinar

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

Page 16: Fireproof EDM webinar

Improve the Process

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

Page 17: Fireproof EDM webinar

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

Page 18: Fireproof EDM webinar

Contact Information

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

• –

• –

www.fireproof.com/blog

Twitter.com/fireproofINFO

Facebook.com/FireproofRecords

LinkedIn/company/fireproof-records-center

YouTube.com/user/FireproofRecordsCtr

Page 19: Fireproof EDM webinar

Questions?

Page 20: Fireproof EDM webinar

Thank You• Greg Houser – ECM Account Executive (Ofc) 614.317.9945 (cell) 614.271.8401 [email protected]

• Ben Katz – Systems Engineer (Ofc) 614.299.2122 [email protected]