enterprise document management
Achieving ROI with Enterprise Content Management William Montefusco – Manager, Business System Delivery When AmeriLife, a Florida-based life and health insurance marketing organization, implemented its enterprise content management system, it significantly improved processes across the entire organization, contributing to a projected ROI of 88 percent within three years. In this session, you'll discover what ECM best practices Ameri-Life followed to achieve a return on its investment, maximizing technology dollars while increasing efficiency by more than 10 percent enterprisewide in just the first year of deployment. Benefits of ECM at AmeriLife include: • Enabling instant document access from anywhere. How Gulfstream Improved Accuracy and Supplier Satisfaction with Data Capture and Workflow - NEW!! Amy Brown - Corporate AP Shared Services Sr. Accountant When an off-site relocation of Gulfstream Aerospace's corporate accounts payable department threatened to cuase further inefficiencies and increase costs, Gulfstream professionals knew they had to take action. To address inefficiencies associated with incoming invoices being processed at seven different locations, as well as invoices being manually entereed, matched, and routed, Gulfstream worked with KeyMark in implementing an electronic captured and digitizedwhen they arrive and transformed into process-ready information so that invoices can be paid on time. Through workflow, invoices are electronically routed for approvals and problem resolutions, and automated messages are generated when specific actions are required. This session will explore Gulfstream's previous challenges and how after the implementation productivity and accuracy increased, employee and supplier satisfaction improved, costs were reduced, visibility for achievement of service levels and compliances increased and cash forecasting improved. Making the Business Case for Automation in AP and AR Ron Rinner – Senior Sales Engineer, Channel Sales Learn the impact of integrating an automated data capture and workflow solution into your accounting department and the value proposition offered by automation, including invoice, remittance, and check (including Check 21 deposit) processing. Business efficiencies realized include a lower cost of data acquisition, improved cash flow management, increased data accuracy, and a significant increase in the speed that mission-critical data is available for timely management decisions. But how do you get buy-in from executive management? Factors to consider: • Speeding the flow of data into your workflow system Mastering Best Practices and Optimizing Your Business Case for Information Capture and Process Automation Don Post – Owner At one time. "capture" used to be merely scanning and indexing of paper. But since the turn of the century (i.e. 2000), an accelerating portion of documentation is "born electronic," to the point that 85 percent now is not originally in paper. Therefore, strategies for architecture and solutions must include "capture" of digital information and automation of processes which are spawned to use this information. While there are many solutions for dealing with some elements (e-mail, fax, shared drives), there is a very low success rate in planning, prioritizing, and implementing comprehensive solutions to achieve both high ROIs and effective records managment governance. Particiapants in this session will be able to: a) Understand the bigger picture of information capture and related process automation. Mastering Capture Compliance and Enterprise Records Governance Don Post – Owner Most organizations are increasingly faced with proving authenticity of electronic documents, whether captured by scanned paper, or transformed from e-mail, fax, or other electronic sources. E-discovery and FOIA are two examples of mandates for trustworthy and quick access to electronic and paper documentation. This concern with authenticity and accessibility must begin at the point of origin. Organizations must understand laws and standards, and need to implement technologies, processes, and best practices. This is needed to assure an electronic chain of custody, system controls and metadata management to assure that e-docs are unquestionably authentic and usable. Traditional paper capture and indexing is no longer sufficient to support compliance and governancee. Also, with a growing realization that a significant percentage of electronic documents have to be kept trustworthy and accessible for 20, 50, or 100-plus years there is a greater imperative for proving they were authenticated at the original time of capture. Out with the Old, Out with the New Randy Thierman – Manager, National Development Many organizations have successfully leveraged imaging technology to reduce labor costs and improve operational efficiencies. Now they are ready to take the next step in process improvement but have a boat anchor with legacy documents and data that cannot be easily migrated into an enhanced solution. The conundrum: Do you maintain the legacy platform, convert the data, or is there a third option that is better, cheaper, and faster? Doing More with Less: Automating the Paper Process - NEW!! Carl Hoemke - Managing Director Faced with the reality of reduced budgets and increased workloads, companies are being required to do more with less. In this session, you will learn how Duff & Phelps, a leading global independent provider of financial advisory and investment banking services, tackled this very issue. Hear how automating paper-based processing to image-based workflows is increasing efficiencies and reducing operating costs. Discussions will center around the business challenges, ROI and solution benefits. Revolutionize Your Organization's Flow of Business-Critical Information Mark Uranza – Solution Sales Engineer Sorting and classifying the countless documents your company receives every day isn't just a laborious task. It's also an inefficient use of resources, and worse, it's slowing your business down. As organizations remain plagued with onslaughts of paper, key constraints remain at the forefront of most processing setbacks: too little time, too few resources, and limited visibility. Join this discussion to learn how document process automation solutions increase efficiency by distributing documents correctly, allow staff to concentrate on case handling instead of document sorting, provide access to status reports and audit trials, improve the flow of business-critical information, and support compliance with legislation such as Sarbanes-Oxley. Through demonstrations of successful companies' document and indexing scenarios, you will expand your knowledge on how to improve the flow of business-critical information in a more transparent, efficient, and cost-effective manner. The Case for Intelligent Enterprise Capture Sean Baird – Senior Manager of Product Marketing for EMC Captiva, Information Intelligence Group Attend this session to learn why forward-thinking organizations are increasingly turning to intelligent enterprise capture solutions to address their paper capture and document processing needs. Hear real-life examples of how organizations are able to address capture requirements for both departmental applications and enterprisewide deployments. By making it easier than ever to deploy a common capture platform to address all of their business requirements, organizations are realizing more efficient document capture, and increased cost savings and better compliance for business-critical documents. Objectives: • Understand how intelligent enterprise capture differs from traditional approaches to document capture. The Changing Automation Landscape in Financial Operations - NEW!! Charles Kaplan - VP, Marketing Join Microsoft and Brainware for a look at how the newest platform technologies are supporting financial operations in accounts payable, accounts receivable, mailroom, and more. As Microsoft SharePoint becomes a standard for enterprise contenet management, collaboration, and analyticis, the need to accurately capture and transact information from unstructured documents is more important than ever. This session will provide insight and education into the impact of "cloud" computing on the finance function. Evangelists from both companies will discuss how Microsoft SharePoint and Business Intelligence provide a backbone for document management and operational insight in AP and AR. And it will walk through how today's platform technologies can soft all incoming documents, extract 90-95% of transactional data, and reconcile it so that finance professionals can spend more time on higher value activities. The Planting of a Tree Shows Faith in the Future - NEW!! Shelley McHugh - Director, Member Services "The planting of a tree shows faith in the future". If investing in mailroom automation shows faith in the future, then the Arbor Day Foundation (ADF) hopes to be a sequoia forest. Moving from the seed of an idea, to releasing an RFP, evluating vendor's detail responses, selecting a vendor, deploying the sytem and fully implement into production, all in 9 months, was optimistic. But they had faith. While Arbor Day typically processes a few thousand envelopes per day, during four months of the year Arobr Day receives 10,000 to 20,000 orders per day. How to staff for this fluctuation in volume is a challenging task. Configuring an automated mailroom, order entry and Check21 processing to accommodate the fluctuating workload was thought to be out of their (or anyone else's) price range. Arbor Day not only achieved their goals of automation, but they exceeded their own expectations in building a process flexible enough to handle their unique document processing requirements. Arbor Day, a non profit conservation and education organization, will walk you through their decision process to implement a fulfillment system to process customer orders, donations, industry surveys, and correspondence. See why their future looks so green and their faith is growing. Trends in Enterprise Content Management: Don't Fence Me In Paul Engel – President and CFO If trends in ECM had a theme song the title would be, "Don't Fence Me In." From an organizational perspective, it is no longer acceptable to have information silos. Users need more. Managers expect more. Owners pay for more. If you need to understand how to use capture and ECM to better leverage the organization's investment in an enterprise resource planning solution, then this session is for you. Participants will learn to tear down fences and leverage trends in information integration to decrease costs, increase visibility, and increase control and compliance in your organization. |