Preview of what the paper to digital conversion (scanning service bureau) business can do to make profit! Contact Byron Aulick at (508) 637-1416

1. 1
Presented
by
Byron
Aulick,
CDIA+,
ECMs
President
of
DataVault,
Inc.
1
byron.aulick@datavault.com
(508) 637-1416
Scanning as a Professional Service

2. Copyright (c) 2013 DataVault, Inc. v2.4 2
In
regards
to
finding
paper
documents
in
the
office,
well
run
companies
can
find
the
document
95%
of
the
time.
Question
is..
how
much
is
that
5%
that
they
can’t
find
the
file
costing
them??

3. Copyright (c) 2013 DataVault, Inc. v2.4 2
The
Presenter..
Byron
Aulick
❖OWN..
DataVault,
Inc.
with
wife
April
Aulick
❖EXPERIENCE..
25
years
imaging,
sales
&
tech
❖SME..
BTA,
CompTIA,
AIIM,
DoD
❖HELP..
scanning
bureaus
internationally
❖TEACH..
CDIA
[since
1999]
and
AIIM
courses

4. Copyright (c) 2013 DataVault, Inc. v2.4 3
Agenda
❖What
is
scanning
❖Why
scan
❖Research
❖Opportunity
❖Sales
❖Details
❖Submitted
questions
(new!)

5. Copyright (c) 2013 DataVault, Inc. v2.4 5
THE PROBLEM

6. Copyright (c) 2013 DataVault, Inc. v2.4 7
Research
shows..

7. Copyright (c) 2013 DataVault, Inc. v2.4 7

8. ANNEXURE D : STORAGE
ANNEXURE D : STORAGE
ANNEXURE D : STORAGE
Copyright (c) 2013 DataVault, Inc. v2.4 8

9. Copyright (c) 2013 DataVault, Inc. v2.4 9
THE SOLUTION

10. Copyright (c) 2013 DataVault, Inc. v2.4
DIGITIZE!
❖Find
files
from
your
desktop!
✓All
benefits
of
electronic
filing
require
scanning
first
!
✓If
the
Supreme
Court
of
USA
scans,
the
stage
is
set..
✓President
Obama
set
aside
19
billion
dollars
for
EHR

11. Copyright (c) 2013 DataVault, Inc. v2.4 20
Client’s
Perspective..
❖Stop
losing
files
❖Stop
recreating
docs
❖Become
efficient
❖Compliance
/
Mandates
❖GAIN-­‐GAIN-­‐GAIN
❖Spend
LITTLE-­‐LITTLE-­‐LITTLE
❖Save;
time,
money
❖Reduce
frustration
❖Perhaps
have
it
underwritten..?

12. WHAT
DRIVES
THE
NEED
MEET
COMPLIANCE
REGULATIONS

Most
businesses
have
compliance
regulations
to
meet
(Fed
&
State)

Industry
specific
requirements

Massachusetts
General
Law
93h
(or
similar)
to
protect
PII

Medical
–
HIPAA
(Health
Information
Portability
&
Accountability
Act)

Federal
Government
–
EFOIA

Financial
industry
–
GLBA

eDiscovery
requests
Streamlining
business
processes
makes
it
easier
to
comply

13. AIIM
SURVEY
SAYS..

14. Copyright (c) 2013 DataVault, Inc. v2.4 19
WHAT
-­‐is
the
process?

15. Copyright (c) 2013 DataVault, Inc. v2.4
ELEMENTS
OF
an
ECM
system
Create
/capture
/
acquire
Determine
/
apply
meta
data
Control
/
Manage
/
Secure
Output
/
Share
Archive
Retrieve
/
Use
/
Repurpose

16. Copyright (c) 2013 DataVault, Inc. v2.4
GRAPHIC
DETAILS
❖CAPTURE
PHASE
Pickup Document
Prep Scan

17. Copyright (c) 2013 DataVault, Inc. v2.4
❖INPUT
PHASE
Extract
Data Key
Data Merge

18. Copyright (c) 2013 DataVault, Inc. v2.4
❖STORAGE
/
RETRIEVAL
PHASE
Store Access Retrieve

19. Copyright (c) 2013 DataVault, Inc. v2.4 19
SALES

20. Copyright (c) 2013 DataVault, Inc. v2.4
CAN
AN
OFFICE
RUN
WITHOUT
PAPER?
❖..that
is
the
“million
dollar”
question!
✓Expected
✓Used
to
✓Comfortable
with
it
✓“always
done
that
way”
How?..

21. Copyright (c) 2013 DataVault, Inc. v2.4 14
SALES
PROCESS..
❖Talk
-­‐free.
Consult
-­‐not
free
❖Discuss
their
business
and
technical
needs
❖Educate
(SEMINAR??)
❖Assess
[or
not..]
❖Sample
or
‘Proof-­‐of-­‐concept’
❖Agree.
Propose.
Sign
❖Pickup
❖Begin..

22. Copyright (c) 2013 DataVault, Inc. v2.4 21
Your
Perspective..

23. Copyright (c) 2013 DataVault, Inc. v2.4 6
WHY
-­‐offer
scanning?

24. Copyright (c) 2013 DataVault, Inc. v2.4
POTENTIAL
(STILL
PAPER)

25. Copyright (c) 2013 DataVault, Inc. v2.4
POTENTIAL
(STILL
PAPER)

26. TAKING
YOUR
PIECE
WHAT
INCOME
TO
EXPECT
SCANNING
SERVICES
ALONE,
WHEN
DONE
CORRECTLY,
CAN
BRING
IN
A
PROFIT
MARGIN
OF
UP
TO
80%
LET’S
SEE
AN
EXAMPLE

29. Copyright (c) 2013 DataVault, Inc. v2.4 22
How
are
YOU
making
$$
?
❖Get
paid
for
consulting..
❖Conversion
(outsource
portions?)
❖Special
handling
❖Storage
in
ECM
(sell
it,
host
it,
use
theirs)
❖Maintenance
contracts/License
fees
❖Grow
to
other
departments
❖Referrals

30. Copyright (c) 2013 DataVault, Inc. v2.4 26
What
you
need..
MENTOR

31. Copyright (c) 2013 DataVault, Inc. v2.4 29
HOW
–can
we
help?
Contact: Byron Aulick
byron.aulick@datavault.com
(508) 637-1416
PHASE 3:
marketing
sales training
needs assessment training
certification training (CIP, CDIA or ECMm)
ongoing support
PHASE 1:
One day “opportunity” class (execs) $ 895.00
PHASE 2:
Prepare a business plan
(budget/forecast/market/competition/ROI, etc.)
On-site training
(sales, staff and Supervisor)
Hardware/software selection
Operations Guide & workflow
BTA members get $250 off!