1.
ENTERPRISE SOLUTIONS
KEYMARK INC. | MAY 22, 2014 | GREENVILLE, SC

2.
ADVANTAGES,
OPPORTUNITIES AND
CONSIDERATIONS

3.
Enterprise Advantages
• Uniform representation of data.
• Ability to focus workers who used to handle data
entry on organizational improvements using the
data available through enterprise ECM.
• Improved reporting and increased visibility across
the organization for senior management.

4.
Who benefits company-wide?
• Department managers attain the same benefits you
have.
• C-Level executives gain increased visibility and see
communication across departments.
• Every end user - It can be underlying with LOB App
as the user interface. Or, it can be a common user
interface enterprise-wide.

5.
Enterprise Opportunities to Consider
• You have the seats covered now and moving
forward.
• From here, you research functionality and only add
server modules to expand your capabilities.
• If you have AP, evaluate HR (and vice versa). If you
have an LOB solution evaluate Back Office.

6.
LICENSING

7.
Enterprise Licensing – OnBase
• Based on number of employees
– Must be auditable
• 10% growth clause
• Access, workflow, workview or all/some/one of the
above.

8.
Enterprise Licensing – Capture
• Regardless of your capture product, licensing is
based on volume.

9.
WHY TAKE AN ENTERPRISE
APPROACH?

10.
• Break down information barriers between
departments

11.
• Break down information barriers between
departments
• Truly implement document retention policies

12.
• Break down information barriers between
departments
• Truly implement document retention policies
• Reduce Risk

13.
• For all the reasons you implemented a
departmental solution

14.
• For all the reasons you implemented a
departmental solution
– Process Automation and Optimization
– Control
– Content Reuse
– Information Integrity

15.
• For all the reasons you implemented a
departmental solution
– Ease of Access
– Compliance
– Cost Reduction
– Customer and Employee Satisfaction

16.
WHY NOW?

17.
• Competitive landscape

18.
• Competitive landscape
• Leverage the software and infrastructure
investment you’ve already made

19.
• Competitive landscape
• Leverage the software and infrastructure
investment you’ve already made
• Leverage the investment in human capital you’ve
already made

20.
HOW DO I GET THERE?

21.
• The three P’s

22.
• The three P’s
– Processes

23.
• The three P’s
– Processes
– People

24.
• The three P’s
– Processes
– People
– Partners

25.
Processes
• Ideally, you already have a clear definition of your
business processes
– Complexity
– Business value
– Regulatory and compliance constraints
– Impact on people

26.
Processes
• Ideally, you already have a good definition of your
business processes
• Realistically, most people have a good idea of what
processes exist and a subjective view of value the
value of each

27.
Processes
• In order to be effective, you simply need to have a
process for identifying and defining processes that
are a fit for ECM
– The Goldilocks Principle

28.
Processes
• Identify processes that are not too difficult and not
too simple

29.
Processes
• Identify processes that are not too difficult and not
too simple
• Identify processes where automation can have a
significant business impact and quantify it.

30.
Processes
• Identify processes that are not too difficult and not
too simple
• Identify processes where automation can have a
significant business impact and quantify it.
• Get business buy in from the top down.

31.
Processes
• Measure your success

32.
Processes
• Measure your success
• Leverage past successes and move on

33.
People
• Your team is the most important factor in your
ability to be successful

34.
People
• Build a team that is capable and self-sufficient

35.
People
• Build a team that is capable and self-sufficient
– At least two people to start with, but three or four would
be better

36.
People
• Build a team that is capable and self-sufficient
– At least two people to start with, but three or four would
be better
– Train them – System Administration, Workflow Design

37.
People
• Build a team that is capable and self-sufficient
– At least two people to start with, but three or four would
be better
– Train them – System Administration, Workflow Design
– Train them some more – OnBase API, Supporting
OnBase, Workview

38.
People
• Build a team that is capable and self-sufficient
– Add a business analyst to the mix

39.
People
• Build a team that is capable and self-sufficient
– Add a business analyst to the mix
– Make use of other available assets – OTTC, TechQuest,
Premium Training, Hyland Communities

40.
People
• Build a team that is capable and self-sufficient
– Add a business analyst to the mix
– Make use of other available assets – OTTC, TechQuest,
Premium Training, Hyland Communities
– User Groups, Networking Opportunities

41.
Partners
• Lean on your partners when needed

42.
Partners
• Lean on your partners when needed
– Technology Updates

43.
Partners
• Lean on your partners when needed
– Technology Updates
– Support Services

44.
Partners
• Lean on your partners when needed
– Technology Updates
– Support Services
– Consulting Services

45.
Partners
• Lean on your partners when needed
– Technology Updates
– Support Services
– Consulting Services
– Turnkey Projects

46.
Partners
• Lean on your partners when needed
– Staff Augmentation

47.
NEXT STEPS

48.
Free Two-Day Assessment
• BPM Group will come onsite (you pay travel only)
and evaluate your potential success with the
enterprise model.
• Includes evaluation of department uses and core
LOBs.
• Can assist with ROI evaluation.

49.
Contact Your Account Manager
• Your account manager is here to help you.
• So am I:
– Victoria Pruitt
– 864-343-0341
– Victoria.pruitt@keymarkinc.com
• And Kami!
– Kami Turner
– 864-343-0320
– Kami.turner@keymarkinc.com

50.
THANK
YOU!