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October 24, 2013

WORLD PAPER FREE DAY
The Less Paper Journey
Based on a publication by AIIM.org that,
“offers tips, facts and figures to help you
remove the paper logjam from your
business process.”

2

www.doclanding.com
49%
3

A recent Symantec Whitepaper, State
of Information: Global Results, reveals
that 49% of respondents think that
information is 49% of their
organization’s value.

Don’t you want that
information easy to
locate and share?

www.doclanding.com
Paper is a Space Hog
Filing cabinets take up
space and restrict
delivering the right
information to the right
people at the right
time.

7.5% of all documents are lost
and 3.5% of the remaining
documents will be misfiled.*
In short, 11% of your paperbased information will go
missing.

*As indicated in studies by PricewaterhouseCoopers
The Lifeblood of Your Company
Paper based content clogs up processes –
masking workflows, adding physical
delays and limiting flexibility of where
and how the process takes place.
The traditional benefits of capture are;
seriously faster access to your content,
space savings, broad access to all
information, etc. But today, that’s just
baseline productivity.

5

www.doclanding.com

74% of respondents
have business
improvement
campaigns that
would benefit
from paper-free
initiatives
An ROI Story
A favorite AIIM digitize paper story came
from speaking to a state agency.
They were on the verge of building a new
storage space for paper records and
files. Not only did scanning eliminate
their need for that building, but it
helped clear filing cabinets from their
existing office building. They no longer
had to walk single file down hallways.

6

www.doclanding.com

An entire
building, just
for paper.
If that’s not ROI,
I don’t know
what is.
Patience is a Virtue?
You want to get the right information to the
right place (person and device) at the
right time to effect a desired action (a
purchase, a decision, sharing knowledge,
collaboration, etc.).

Paper shouldn’t be your delivery method of
choice.
7

www.doclanding.com
It’s Simple, Really:
Remove Paper, Increase
Effectiveness.
Two-thirds of those adopting
paper-free processes report a
payback within 18 months,
50% see payback in a single
12-month budgeting period.

8

On average, driving paper out of the
process improves speed of response to
customers, citizens or staff by a factor of
4.0x. Those with more experience in
paper-free processes report an even
greater speed – up to 4.6x.
On average, driving paper out of the
process improves the productivity of
process staff by 29.7%, rising to 35.4% for
those with more experience.

www.doclanding.com
4 Elements
of your
Capture
Strategy
9

Information
People

Process
Technology

www.doclanding.com
Capture Strategy: People
Assess organizational readiness:
Is the user community ready for change as capture
impacts process?
Does the user community understand the change related
to capture and the reason behind it?
What type of training will be required?
How will the user community be impacted by these
changes both professionally and personally?
What resistance is expected and how will you address it?
10

www.doclanding.com
Capture Strategy: Information
Identify information types:
What type of information do you have? (Digitally born,
paper or other physical)

What is the information? Correspondence? Contracts?
Intellectual Property?

Is there a need for this information to be physical? If so,
what are the reasons?
What is the source of the information?

What is the business value of the information?
11

www.doclanding.com
Capture Strategy: Technology
Technology is a tool, not the complete solution. Assess your
needs and requirements before making a technology
decision.
Questions you want to ask as part of your assessment include:
Will you capture digitally born information directly? (Word, spreadsheets,
presentations, email and social media)

What devices will be required for physical information? (Scanners, digital
copiers and mobile devices)

Who will perform the capture function?
Where will capture occur? (Local, remote, centralized or decentralized)

Will automation be used? (Recognition, workflow and/or systems integration)
12

www.doclanding.com
Capture Strategy: Process
Know the flow:
What processes are associated with this information and
are they mapped accurately?
How does information enter and exit the process?
At what point in the process should/could this information
be captured and by whom?
Is there an opportunity to move the capture of
information upstream in the process?
What impact will a change in this process have on
adjacent processes?
13

www.doclanding.com
Capture Strategy: Process
Map and validate current processes, improve process
and then automate where possible.

Changes in capture will impact process and how
employees and customers interact with your
information.
By understanding how information interrelates with
process you can design your processes to be more
streamlined for maximum results.
14

www.doclanding.com
Don’t Automate a Bad Process
Before attempting to automate
your process you should look
for ways to improve it.
Technology for the sake of
technology does not work and
automating an inherently bad
process will not improve it – in
fact it may enhance the
problem.

15

This is where you want to look for
bottlenecks and redundant steps.
Assess if the steps are needed and the
sequence required. Can you break
these into parallel activities that then
reconnect and continue on to the next
phase of your process?
Breaking serial process into parallel steps
significantly streamlines the process and
decreases the overall time it takes to
complete.

www.doclanding.com
Signature Interruptus
42% of processes are
interrupted by the
need to collect a
physical signature.
On average, this adds
3.1 days to most
processes.

16

Don’t assume your external auditors
and lawyers distrust digital/electronic
signatures – ask them.

For processes that require a signature,
check regulatory and legal
requirements on the validity of different
signing options. Focus on authenticity,
enforceability and non-refundability.
If you require a “wet” signature just
because you always have, make sure
it’s still necessary (it probably isn’t).

www.doclanding.com
Signature Interruptus
Overall, even
Legal Council are
37% pro and
26% against, with
most line-of-business
and C-levels broadly
in favor.

Physical signatures and
legal admissibility are
given as the biggest
paper-free concerns
amongst staff, with
Legal Council and –
to an extent – Finance
being most resistant

17

www.doclanding.com
Is That a Scanner in Your Pocket…?

67% consider

mobile technology
to be important or
extremely important
to improving their
business processes.

18

www.doclanding.com
Scanners Everywhere
Tablets and smartphones can change everything – you can
really enable processes to be completed when people
aren’t at their desk.
This isn’t working at night, but working when you are at an
off-site conference or your bus is stuck in traffic.
The proliferation of cameras on all these mobile devices
offers us an ability to change the scanning paradigm.

19

www.doclanding.com
Scanners Everywhere
If everyone has a smartphone, why do we need multiple
scanners? Yes, quality and OCR technologies are better
integrated, but you don’t need either for receipts.
Sometimes the image serves as the required evidence.
Mobile capture keeps processes moving. It’s also practical
since it enables periodic process participants to capture
documents without having to provide them equipment.

20

www.doclanding.com
Why Mobile? The Big Payback
51% of users of mobile capture report a payback period of 18
months or less, with 71% seeing a return within 2 years.
The ability of employees to locally capture and interact with
back-office processes would improve response to customers
by a factor of three, according to 45% of respondents
45% consider that if traveling and remote staff could input
directly to back-office processes, productivity would improve
by a third.
14% consider mobile capture to be a “game changer.”
Overall, 32% would find it very valuable.

21

www.doclanding.com
We Need a Hero!
You need a champion in the executive
leadership team. Lack of management
initiatives or mandates is the most likely
reason for the prevalence of paper in so
many business processes.
Staff are also to blame, preferring to handle
and file paper – feeling it’s more reliable –
and also driven by the perceived need to
physically sign signatures.

22

www.doclanding.com
Put Electronic Content, Not Paper, in
Your Processes
Find a relatively risk-free internal process and go
digital from start to finish. Aside from the costs of
paper, toner and other elements, the process and
cost of moving it through an organization can be
considerable, not to mention the amount of time
wasted for action to be taken.

23

www.doclanding.com
Electronic Content Processes
Think about a review process where a single copy moves in
serial fashion through the process from person to person,
or produce multiple copies for a parallel review followed
by a compilation of edits and another review cycle that
follows.
Using a collaborative workspace allows reviewers to access
the document 24/7 from anywhere in the world
incorporating comments and revisions that are recorded
as updated versions – with the result being a finished
product. All without paper.
24

www.doclanding.com
Thank you, and have a
productive Paper Free Day
DocLanding
11932 Arbor St, Ste 103
Omaha, NE 68144
402-891-9679

25

www.doclanding.com

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World Paper Free Day

  • 1. October 24, 2013 WORLD PAPER FREE DAY
  • 2. The Less Paper Journey Based on a publication by AIIM.org that, “offers tips, facts and figures to help you remove the paper logjam from your business process.” 2 www.doclanding.com
  • 3. 49% 3 A recent Symantec Whitepaper, State of Information: Global Results, reveals that 49% of respondents think that information is 49% of their organization’s value. Don’t you want that information easy to locate and share? www.doclanding.com
  • 4. Paper is a Space Hog Filing cabinets take up space and restrict delivering the right information to the right people at the right time. 7.5% of all documents are lost and 3.5% of the remaining documents will be misfiled.* In short, 11% of your paperbased information will go missing. *As indicated in studies by PricewaterhouseCoopers
  • 5. The Lifeblood of Your Company Paper based content clogs up processes – masking workflows, adding physical delays and limiting flexibility of where and how the process takes place. The traditional benefits of capture are; seriously faster access to your content, space savings, broad access to all information, etc. But today, that’s just baseline productivity. 5 www.doclanding.com 74% of respondents have business improvement campaigns that would benefit from paper-free initiatives
  • 6. An ROI Story A favorite AIIM digitize paper story came from speaking to a state agency. They were on the verge of building a new storage space for paper records and files. Not only did scanning eliminate their need for that building, but it helped clear filing cabinets from their existing office building. They no longer had to walk single file down hallways. 6 www.doclanding.com An entire building, just for paper. If that’s not ROI, I don’t know what is.
  • 7. Patience is a Virtue? You want to get the right information to the right place (person and device) at the right time to effect a desired action (a purchase, a decision, sharing knowledge, collaboration, etc.). Paper shouldn’t be your delivery method of choice. 7 www.doclanding.com
  • 8. It’s Simple, Really: Remove Paper, Increase Effectiveness. Two-thirds of those adopting paper-free processes report a payback within 18 months, 50% see payback in a single 12-month budgeting period. 8 On average, driving paper out of the process improves speed of response to customers, citizens or staff by a factor of 4.0x. Those with more experience in paper-free processes report an even greater speed – up to 4.6x. On average, driving paper out of the process improves the productivity of process staff by 29.7%, rising to 35.4% for those with more experience. www.doclanding.com
  • 10. Capture Strategy: People Assess organizational readiness: Is the user community ready for change as capture impacts process? Does the user community understand the change related to capture and the reason behind it? What type of training will be required? How will the user community be impacted by these changes both professionally and personally? What resistance is expected and how will you address it? 10 www.doclanding.com
  • 11. Capture Strategy: Information Identify information types: What type of information do you have? (Digitally born, paper or other physical) What is the information? Correspondence? Contracts? Intellectual Property? Is there a need for this information to be physical? If so, what are the reasons? What is the source of the information? What is the business value of the information? 11 www.doclanding.com
  • 12. Capture Strategy: Technology Technology is a tool, not the complete solution. Assess your needs and requirements before making a technology decision. Questions you want to ask as part of your assessment include: Will you capture digitally born information directly? (Word, spreadsheets, presentations, email and social media) What devices will be required for physical information? (Scanners, digital copiers and mobile devices) Who will perform the capture function? Where will capture occur? (Local, remote, centralized or decentralized) Will automation be used? (Recognition, workflow and/or systems integration) 12 www.doclanding.com
  • 13. Capture Strategy: Process Know the flow: What processes are associated with this information and are they mapped accurately? How does information enter and exit the process? At what point in the process should/could this information be captured and by whom? Is there an opportunity to move the capture of information upstream in the process? What impact will a change in this process have on adjacent processes? 13 www.doclanding.com
  • 14. Capture Strategy: Process Map and validate current processes, improve process and then automate where possible. Changes in capture will impact process and how employees and customers interact with your information. By understanding how information interrelates with process you can design your processes to be more streamlined for maximum results. 14 www.doclanding.com
  • 15. Don’t Automate a Bad Process Before attempting to automate your process you should look for ways to improve it. Technology for the sake of technology does not work and automating an inherently bad process will not improve it – in fact it may enhance the problem. 15 This is where you want to look for bottlenecks and redundant steps. Assess if the steps are needed and the sequence required. Can you break these into parallel activities that then reconnect and continue on to the next phase of your process? Breaking serial process into parallel steps significantly streamlines the process and decreases the overall time it takes to complete. www.doclanding.com
  • 16. Signature Interruptus 42% of processes are interrupted by the need to collect a physical signature. On average, this adds 3.1 days to most processes. 16 Don’t assume your external auditors and lawyers distrust digital/electronic signatures – ask them. For processes that require a signature, check regulatory and legal requirements on the validity of different signing options. Focus on authenticity, enforceability and non-refundability. If you require a “wet” signature just because you always have, make sure it’s still necessary (it probably isn’t). www.doclanding.com
  • 17. Signature Interruptus Overall, even Legal Council are 37% pro and 26% against, with most line-of-business and C-levels broadly in favor. Physical signatures and legal admissibility are given as the biggest paper-free concerns amongst staff, with Legal Council and – to an extent – Finance being most resistant 17 www.doclanding.com
  • 18. Is That a Scanner in Your Pocket…? 67% consider mobile technology to be important or extremely important to improving their business processes. 18 www.doclanding.com
  • 19. Scanners Everywhere Tablets and smartphones can change everything – you can really enable processes to be completed when people aren’t at their desk. This isn’t working at night, but working when you are at an off-site conference or your bus is stuck in traffic. The proliferation of cameras on all these mobile devices offers us an ability to change the scanning paradigm. 19 www.doclanding.com
  • 20. Scanners Everywhere If everyone has a smartphone, why do we need multiple scanners? Yes, quality and OCR technologies are better integrated, but you don’t need either for receipts. Sometimes the image serves as the required evidence. Mobile capture keeps processes moving. It’s also practical since it enables periodic process participants to capture documents without having to provide them equipment. 20 www.doclanding.com
  • 21. Why Mobile? The Big Payback 51% of users of mobile capture report a payback period of 18 months or less, with 71% seeing a return within 2 years. The ability of employees to locally capture and interact with back-office processes would improve response to customers by a factor of three, according to 45% of respondents 45% consider that if traveling and remote staff could input directly to back-office processes, productivity would improve by a third. 14% consider mobile capture to be a “game changer.” Overall, 32% would find it very valuable. 21 www.doclanding.com
  • 22. We Need a Hero! You need a champion in the executive leadership team. Lack of management initiatives or mandates is the most likely reason for the prevalence of paper in so many business processes. Staff are also to blame, preferring to handle and file paper – feeling it’s more reliable – and also driven by the perceived need to physically sign signatures. 22 www.doclanding.com
  • 23. Put Electronic Content, Not Paper, in Your Processes Find a relatively risk-free internal process and go digital from start to finish. Aside from the costs of paper, toner and other elements, the process and cost of moving it through an organization can be considerable, not to mention the amount of time wasted for action to be taken. 23 www.doclanding.com
  • 24. Electronic Content Processes Think about a review process where a single copy moves in serial fashion through the process from person to person, or produce multiple copies for a parallel review followed by a compilation of edits and another review cycle that follows. Using a collaborative workspace allows reviewers to access the document 24/7 from anywhere in the world incorporating comments and revisions that are recorded as updated versions – with the result being a finished product. All without paper. 24 www.doclanding.com
  • 25. Thank you, and have a productive Paper Free Day DocLanding 11932 Arbor St, Ste 103 Omaha, NE 68144 402-891-9679 25 www.doclanding.com