EasyECM

Increasing User Adoption (of ECM)

Part 1: Control & Compliance

• The Dropbox Problem• The Laptop Problem• Email is not ECM!

• The Sharepoint (RM) Problem

= The ECM User Adoption Problem

http://blogs.alfresco.com/wp/connected-enterprise-survey-results/

The ECM Tug of War

Users

•Easy to Learn•Easy to Use•Easy to Share

•Email & Office Integration•Enterprise Search•Productivity

Enterprise IT

•Secure•Compliant (RM)

•Simple to Implement•Simple to Integrate•Flexible & Scalable

•Upgradable•Cost Effective

Introducing EasyECM

Simple + Smart

•Collaboration• Internal & External• “Easy as Dropbox”

•Business Processes• Simple Create, Review, Approve• Enterprise Search• Powerful (and Hidden) Rules & Behaviors• Document Assembly

Introducing EasyECM

Connected & Controlled

•Enterprise Integration• Email & Office Tools• Capture, Viewer• ERP / CRM• “Domain Specific” (Legal, HR, Finance)

•EasyRM• Connecting Creators with Compliance

Case Management Methodolory

What are “Cases”?“Right Content, at the Right Time, for the Right Person”

•Legal, HR, Applications, Contracts•Time-Based•Role-Based

= Easy

Introducing Alfresco Workdesk

Process efficiencyCost savingsCustomer satisfactionComplianceAnd….

Workdesk delivers

Business Roles & Dynamic Views

HR

Legal

Finance

Perso

naliza

tion

Bu

siness R

ole

s

AlfrescoContent Repository

Workdesk enables you to see the right content, at the right time, based on

your business role.

Standard Alfresco Share web & mobile

views

Zia ConsultingCase Study

Corporate Legal Departmentat one of the world’s largest & most successful companies

Solution Overview

Three Month Initial Implementation

Zia’s Roadmap - Focused Assessment

Zia’s Agile Delivery

Alfresco Workdesk

Alfresco Enterprise

3 Departments Assessed

1 Department Went Live

Problem: Not Easy to Find

Email (Millions of Emails) File Share (Millions of Files)

Problem: Not Secure

So Why Do We Use Them?

Build vs. Buy Decision

Two Failed Build From Scratch Projects

Nothing on Market Addresses All Departments

Requirements & ConstraintsEasy & Feature Rich No Training Required

Mergers & Acquisitions Login

Only 2 Groups

Mergers & Acquisitions

Drag & Drop NDA from Desktop

Mergers & Acquisitions Create Project

From NDA

Mergers & Acquisitions Taxonomy Created From NDA

The Results – Simple

No Training Required • Only 3 min videos

Tools That Work The Way I Do• Office Tools (Word & Adobe & Google Docs)• Email

Adopted Worldwide• 70:700:1000+• Millions of Files Moved from Shared Drives / Email

The Results - Smart

Role Based• Highly Customized By Department and Role

Rules & Behaviors• Process Without Workflow• Heavy Lifting Behind The Scenes

Upgrades Much Easier• UI is Configured, Not Customized• Several Major Upgrades Applied

Demo!

• Corporate Legal• Human Resources• Corporate Finance

• Sales• And more…

EasyECMWhere else?