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Document management 201
1.
Document Management 201 The
Technology Demo JOHN M. CACHAT jmc@peproso.com © Copyright John Cachat
2.
Housekeeping Phones are muted Use
the question block for questions Copy of presentation available upon request © Copyright John Cachat
3.
About John M.
Cachat • Driving Business Performance – Helping companies align their business and technology – Focus on people, process, and then the technology – Subject matter expert on business process management – On-going research into next generation of technology for enterprise systems • 28 years experience in enterprise systems – USAF Research Project (1985) – Founder of enterprise quality software company (1988) – Chair of ASQ technical committee on computerizing quality (1992) • Trusted advisor to global organizations, government agencies, and professional groups http://www.linkedin.com/in/johncachat © Copyright John Cachat
4.
© Copyright John
Cachat Are your files…. Unorganized? Out of control? Unmanageable? 4 © Copyright John Cachat
5.
Who Cares? Information is
scattered across multiple sources Knowledge workers spend 40% of their time on document related tasks (96 days a year) Can’t find documents Can’t find the right version If and when I find a document, it is too late 80% of companies’ strategic information is NOT in enterprise computer systems (ERP, CRM, etc). 5 © Copyright John Cachat
6.
Document Management 101
Recap What is a Document Management System (DMS)? The most popular DMS – the K:> drive DMS model and related processes ROI, cost justification, benefits How do I get started? 6 © Copyright John Cachat
7.
Document Management 201 Today’s
Discussion Demonstrate how a DMS works in real life situations Show how technology can reduce cycle times and reduce non-value added labor costs 7 © Copyright John Cachat
8.
What is a DMS? 8 ©
Copyright John Cachat
9.
Store Organize RetrieveTrack Distribute What is
a DMS? 9 © Copyright John Cachat
10.
Store Organize RetrieveTrack Distribute What is
a DMS? 10 © Copyright John Cachat
11.
Store Organize RetrieveTrack Distribute What is
a DMS? 11 © Copyright John Cachat
12.
Store Organize RetrieveTrack Distribute What is
a DMS? 12 © Copyright John Cachat
13.
Store Organize RetrieveTrack Distribute What is
a DMS? 13 © Copyright John Cachat
14.
DMS Storage Location Database Workflow Web Access DMS Technology Components 14 © Copyright
John Cachat
15.
THE DEMO Document Management
201: 15 © Copyright John Cachat
16.
• Inefficient Workflow
Processes • Difficulty locating documents & recordsChallenges • Focused on developing a process to evaluate software • Sought out a technical solution before analyzing and streamlining business processes What They Did • Emphasized the users’ ability to access information • Conceptualized the full process as it exists • Grasped an understanding of workflow and content management What They Should Have Done Lessons Learned from EPA 16 © Copyright John Cachat
17.
Lessons Learned from
EPA • Inefficient Workflow Processes • Difficulty locating documents & recordsChallenges • Focused on developing a process to evaluate software • Sought out a technical solution before analyzing and streamlining business processes What They Did • Emphasized the users’ ability to access information • Conceptualized the full process as it exists • Grasped an understanding of workflow and content management What They Should Have Done 17 © Copyright John Cachat
18.
Lessons Learned from
EPA • Inefficient Workflow Processes • Difficulty locating documents & recordsChallenges • Focused on developing a process to evaluate software • Sought out a technical solution before analyzing and streamlining business processes What They Did • Emphasized the users’ ability to access information • Conceptualized the full process as it exists • Grasped an understanding of workflow and content management What They Should Have Done 18 © Copyright John Cachat
19.
DMS Priorities 3 Software 2 Process 1 People 19 © Copyright
John Cachat
20.
DMS Financial Impact Automation
improves turnaround time Reduces the potential for processing errors A document management also helps organizations to comply with industry regulations The ability to automate document retention / destruction schedules helps with record management strategies Do more with less Recover 96 days per year capacity 20 © Copyright John Cachat
21.
How Do I
Get Started? • Where Am I? • Costs/Risks • People/Process Issues Point A • Where Do I Want to Go? • Savings/Benefits • Technology Required Point B 21 © Copyright John Cachat
22.
About Us John Cachat jmc@peproso.com Contact Proven
expertise in business information systems Rapid Solution Development™ process Services Assess Current Status Develop Short and Long Term Plans Develop Specific Solutions to Your Problems Assist in ROI Analysis 22 © Copyright John Cachat
23.
FREE Proof of
Concept 23 © Copyright John Cachat We We
24.
Document Management 201
Answers & Contact: John Cachat jmc@peproso.com Copy of Presentation & Request a Demo Visit: http://peproso.com/webinars Future Webinars 24 © Copyright John Cachat
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