Learn how we integrated a legacy on premise Oracle IPM content management system with the DocuSign eSignature cloud service.

1. AIRLIFT®
ECM | Cloud
Shadrach White

2. Vision
• ECM as a set of principles applies in any
infrastructure scenario.
• Cloud provides a more secure and less
intensive support apparatus.
• Existing ECM solutions can be either
migrated or become extended to the cloud.

3. ECM Theory
• “E” Enterprise
• “CM” Adoption of a single repository for Content Management is a myth.
• The value of content diminishes after transactions are completed.
• TCM – Transactional Content Management.
• 18% have achieved enterprise wide adoption of DM/RM system.
• 75% have multiple ECM systems.
• Only 3% have turned off their Network File Shares, although 34% are
keen to turn them off.
• 61% reported that half of their content exists outside of legacy ECM,
stored in LOB systems like ERP.

4. ECM in a Mobile World
• PC Sales are projected to continue to decline 7.6%
in 2013 over 2012.
• Tablet Sales are projected to steadily
increase, 2013 set for 69% over 2012.
• Over half of those surveyed are comfortable with
content being accessed on BYOD or company
issued mobile devices.
• Only 11% of ECM users have mobile access to
content.

5. ECM Pivot
• Mature: The technology has been deployed
in most Fortune 1000 companies, Nonprofit, and Government entities.
• Consolidation: Largely completed but some
companies are still targets.
• Process Control: Most large deployments
are very process and transaction centric.
Insurance, Banking, Application Processing.

6. ECM - Traditional
•
•
•
•
•
•
Document Management
Business Process Management
Records Management
Document Imaging
Web Content Management
Digital Asset Management

7. CCM - Collaboration
•
•
•
•
•
•
File Sharing
Document Authoring
Social Business
Voice | Video
Polling | Ranking
Like | Trend

8. Scale & Access
• Cloud infrastructure and SaaS applications
scale quickly.
• Multi-Tenant Architecture
• Access to cloud apps is ubiquitous in a
mobile environment.
• Standard authentication models are
available with SAML 2.0, OAuth and direct
API.

9. Cloud Market $131B*
• Disruption: Every corner of business is
being touched by emerging cloud
technologies and products.
• Consumer Grade: It used to be that
enterprise apps avoided a consumer style
UX, that’s flipping 180%.
• Growth: will be exponential as services
continue to mature.
*Gartner Study

10. Market Comparison
• ECM Software
Market charted for
$5.7B in 2015.
• Cloud BPaaS / SaaS
charted at $57B.
100
90
80
70
60
50
40
30
20
10
0
1980
ECM
CLOUD
1990
2000
CLOUD
ECM
2010
2015
2020
$74B of market is Advertising, IaaS / PaaS.
We don’t consider that part of the TAM for ECM.

11. Gaps & Opportunities
•
•
•
•
•
•
Integration
Governance & Records Management
Document Imaging
Workflow
Metadata Model
eDiscovery

12. Case in Point
Legacy ECM
SaaS eForms
SaaS
Collaboration

13. Marijuana Initiative

14. Background
• I-502 establishes precedent for
growing, processing, retailing and
possessing marijuana in the State of
Washington.
• The State has legacy ECM and processes
liquor licenses using Oracle.
• Truly paperless application processing was
desired as a future state.

15. Current State

16. MJ Unit Rollout

17. Process Description
• Workflow Packages created in Oracle.
• eForm Application package sent and WF
package placed in hold queue.
• Applicant completes eForm.
• eForm injected into existing workflow
package and routed to licensing specialist.

18. Process Map

19. Form Design Process
• Cloud
collaboration
was used to
revise draft
forms.
• All
communication
was real
time, providing
a more efficient
form design
process.

20. Form Sample
License Number ______________________________
UBI Number
_______________________________
Trade Name
_______________________________
Start-Up Costs and Source of Funds Statement
Please indicate the total estimated start-up costs for this business
related to this application.
$
Please indicate the sources of money you are contributing to this business related to this
application. Additional sheets utilizing the same format may be attached if necessary
1. Savings/Checking/Investment Accounts:
Bank/Institution name
Name of account holder
Account #
Bank/Institution name
Name of account holder
Account #
Bank/Institution name
Name of account holder
Account #
$
$
$
2. Loans from Banks/Mortgage Companies/Credit Cards, ETC:
Bank/Company name
Name of account holder
Account #
Bank/Company name
Name of account holder
Account #
Bank/Company name
Name of account holder
Account #
$
$
$
3. Cash Borrowed, Gifted or Loaned from a Personal Source:
Name
Relationship
Name
Relationship
Name
Relationship
Name
Relationship
$
$
$
$
4. Sale of Property (explain the type of property, sale date and the property address for the sale of land):
$
$
PO Box 43098, 3000 Pacific Ave. SE, Olympia WA 98504-3098, (360) 664-1600, www.liq.wa.gov
LIQ1230 09/2013
Page 1 of 2

21. Data Fields
• All application
forms have
been
automated
using
electronic
fields.
• This reduces
the processing
time and
improves
accuracy.
2

22. • Applicants will
agree to use
an electronic
business
process.
• The process
will be much
quicker for
everyone
using the
electronic
forms.
2

23. Dynamic Fields
• Common
Fields like
Applicant
Name will
replicate.
• This will
reduce double
data entry for
Applicant(s).
2

24. Electronic Signature
•
•
2
Applicants will adopt a
legal electronic signature.
This signature will be used
throughout the electronic
business process.

25. AIRLIFT®
• License
Specialist selects
forms to send to
Applicant.
• Applicant
receives email
with link to all
electronic forms.
• Completed forms
are archived to
ORACLE IPM
and routed
through workflow

26. Key Points
• Applications are born and remain digital
throughout the process.
• Existing legacy ECM solution leveraged.
• New cloud eForms solution integrated.
• IT becomes familiar with cloud apps as a
stepping stone to a future state.

27. What we are achieving
✦ Eliminate paper handling. - Or at least highly reduced.
✦ Modern, mobile workflow. - all documents are linked together.
✦ Readable documents. - no more handwritten documents.
✦ Get exactly what we want. - required fields!
✦ BONUS! Big data. - business analytics can drive future licensing
rules.
2

28. Future State
•
•
•
•
Replace Legacy ECM solution
Cloud Workflow
Cloud Storage
Responsive UX Design
• Considerations: records management, managed metadata
model, natural language search.

29. Applicant(s)
BLS
Feed
Browser
Email
B L S
Recor
d
Blank
Forms
DocuSign
HTTPS
API
Workflow
Process
Force.com
Image
Index
HTTPS
API
Firewall
Browser
Email
Scan Operator
Enforcement
LS3
Letters
Box
Signed
Forms

30. Offer Code 50% Off ( WKERLSE )
Release Date
November 22, 2013