It’s time to Renovate your ECM system and:
Increase Control & Compliance
By providing EasyECM solutions that actually get used – by being as simple as email or your own shared drives, while still providing enterprise-class document & records management capabilities including secure internal & external collaboration.
2. Part 1: Control &
Compliance
• The Dropbox Problem
• The Laptop Problem
• Email is not ECM!
• The Sharepoint (RM) Problem
= The ECM User Adoption Problem
4. The ECM Tug of War
Users
•Easy to Learn
•Easy to Use
•Easy to Share
•Email & Office
Integration
•Enterprise Search
Enterprise IT
•Secure
•Compliant (RM)
•Simple to
Implement
•Simple to
Integrate
•Flexible &
Scalable
•Upgradable
•Cost Effective
7. Case Management Methodolory
What are “Cases”?
“Right Content, at the Right Time, for the
Right Person”
•Legal, HR, Applications, Contracts
•Time-Based
•Role-Based
= Easy
Introducing Alfresco Workdesk
9. Business Roles & Dynamic Views
HR
Legal
Finance
Personalization
BusinessRoles
Alfresco
Content Repository
Workdesk enables you to
see the right content, at
the right time, based on
your business role.
Standard Alfresco Share
web & mobile views
21. The Results – Simple
No Training Required
• Only 3 min videos
Tools That Work The Way I Do
• Office Tools (Word & Adobe & Google Docs)
• Email
Adopted Worldwide
• 70:700:1000+
• Millions of Files Moved from Shared Drives / Email
22. The Results - Smart
Role Based
• Highly Customized By Department and Role
Rules & Behaviors
• Process Without Workflow
• Heavy Lifting Behind The Scenes
Upgrades Much Easier
• UI is Configured, Not Customized
• Several Major Upgrades Applied
24. • Corporate Legal
• Human Resources
• Corporate Finance
• Sales
• And more…
EasyECM
Where else?
Hinweis der Redaktion
Roles / Authentication
Enterprise (vs. Consumer) Cloud
Compliance - The Sharepoint Problem – THE RM Divide
Retention + Disposal
Ineffective RM
Inefficient RM
Reporting
Data Security
Alfresco surveyed 1600 people in companies in 8 countries to find out how they collaborate with people outside the organization.
We found that email was the most used tool.
What was surprising was that people use ‘Personal email’ top send and share corporate documents. This is due to limitations with work email accounts.
Possible due to size limitations or the type of file being sent, some companies block zip files, or files that are deemed unsafe. So users will resort to their private email accounts
1600 people in a number of different countries
800 users
800 IT staff
Before we go into Alfresco Workdesk, it’s important to understand the different types of content-centric business problems. Think about which ones you have? What BUSINESS VALUE are you trying to get by looking at content solutions.
Here are some examples of Process-centric content challenges – you see these in Finance, government, and really the operations of any corporation. The goal of automating these processes is Process Efficiency, Cost savings, Customer or Employee satisfaction, and compliance to processes (think Pharma or HR). Many of the analysts also call this Transactional Content Management.
But some challenges are Collaboration-centric… the goal of applying technology to these processes is to gain Organizational, Team or personal productivity, business agility (make decisions faster, with better information), bring products to market faster, etc. And company compliance – record keeping, contracts, etc. Which challenges does your organization face?
Here is a more visual depiction of where Workdesk sits and what it does. Using the same, robust Alfresco repository that you would use for Collaboration-Centric applications, Workdesk adds the value of Business Roles, Personalization and dynamic views so that the right content is delivered to the right people, when it is needed. You can still use Alfresco One’s standard web and mobile views to access the repository, because it is all built on top of Alfresco.
Email –
Documents Are Lost, not stored correctly
Business Role – M&A Lawyer – restricted access, only allowed to see depts and fxns defined by role
Context menus available, most common actions provided
Organized taxonomy for the M&A group – differs from corp legal
Email and Desktop Software is Critical
Email and Drag & Drop are critical for ease of use and adoption
Streamline your Contract Work
Contracts are neatly stored in respective contract folders.
Working with current version is ensured.
Reporting functionality provides detailed overview.
Enhance productivity
Dedicated workflows ensure promptly approval.
The contract version with the valid signatures is just a mouse-click away.
Because of automated processing and proper storage the chance of mistakes is dramatically reduced.
Maximize time for legal focus on high risk, high value agreements
Save money
Monitoring of contract milestones makes it easy to identify opportunities for renegotiating better terms.
Compliance is assured.
For a larger organization, best practices contract management can result in millions of dollars in annual savings!
Streamline your Contract Work
Contracts are neatly stored in respective contract folders.
Working with current version is ensured.
Reporting functionality provides detailed overview.
Enhance productivity
Dedicated workflows ensure promptly approval.
The contract version with the valid signatures is just a mouse-click away.
Because of automated processing and proper storage the chance of mistakes is dramatically reduced.
Maximize time for legal focus on high risk, high value agreements
Save money
Monitoring of contract milestones makes it easy to identify opportunities for renegotiating better terms.
Compliance is assured.
For a larger organization, best practices contract management can result in millions of dollars in annual savings!