activemigrate for legal - it's time to move from edocs, imanage or other legacy legal ecms
DESCRIPTION
For many legal organizations - from AmLaw 250 firms to Fortune 500 Corporate Legal - the "why" is clear. They are tired of expensive, complex legacy ECM systems, where "ECM avoidance" is more prevalent then user adoption. The questions that remain are "where" and "how". Specifically, whether to move to another proprietary legal ECM such as HP, OpenText or others; or whether to move to a cloud sharing technology such as NetDocs or Box.net. And then once the decision is made, "how" to get there. During this presentation, we outline why Alfresco is the ideal "where" and then discuss the strategy and framework we've developed and termed ActiveMigrate™, greatly reducing the risk of "how" to get there. We will review why you don't have to settle for a choice between costly and complex proprietary systems vs. the security concerns and lack of enterprise functionality that comes from cloud sharing technologies. Learn how Alfresco delivers: -Role-Based, Dynamic Matter Management -Simple Internal/External Collaboration -Integration from Office/Email to Billing & HR -Solutions for the "Paper Problem" -Secure Enterprise Mobile We will then detail ActiveMigrate - comprised of seven steps, our effective approach is based on 10+ years of migration experience and countless migration projects. These steps will help you define your business drivers, break down your project into critical components, and ensure that you can continue to utilize your documents throughout the migration process.TRANSCRIPT
Moving away from Legacy Legal ECM Technologies
Mike MahonCEO
Secure Legal Powered By
AM LAW 200
CONTRACTS, M&A
FORTUNE 500
IP & LITIGATION
Who Can Benefit?
• Why (& Why Not) Migrate?Where to Go?Who is Zia?Building your SecureLegal ECM SolutionActive Migrate MethodologyDemoNext Steps
Agenda
ECM AVOIDANCE COST & COMPLEXITY
LEGAL ECM SHELFWARE• Slow• Where is My Content?
• Shared Drives• Email• Cloud Sites
HIGH COST, LOW VALUE• Maintain• Upgrade
SPRAWL• Content Silos• Data Risk
Why Migrate?
ANYTHING BUT…
MISSION CRITICAL DATA COST & RISK NO CLEAR PATH FORWARD DONEC ID ELIT NON MI PORTA GRAVIDA AT EGET METUS. MAECENAS SED DIAM EGET RISUS VARIUS BLANDIT SIT AMET NON MAGNA NULLAM QUIS.
Why Not Migrate?
DO NOTHING UPGRADE… AGAIN SYNC & SHARE
RISKY• Gartner estimates content will grow 500% in the
next five years• Governance & Compliance is growing
COSTLY
ECM AVOIDANCE
$$$$$
NO CLOUD SILOS• Better UI, same problems as Shared Drive• Better to integrate with these services, than depend
on them• Compliance & Governance Concerns
NO OPEN STANDARDS
What Are My Options Today?
MASS CUSTOMIZATION MODELYour Tools, Your Needs“Productized” Solution Components
THE TOOLBOX (“INGREDIENTS”)User InterfaceExternal CollaborationEnterprise Information ManagementBusiness ProcessInformation Governance
YOUR USERS NEEDRole-based, Dynamic Matter ManagementMobile Access (Secure)Desktop IntegrationOutlook IntegrationSharepoint Integration
BUILDING YOUR SECURELEGAL ECM
There Is A Better Path Forward
TRUSTED
DONEC ID ELIT NON MI PORTA GRAVIDA AT EGET METUS. MAECENAS SED DIAM EGET RISUS VARIUS BLANDIT SIT AMET .
Who Is Zia?
PARTNERSHIPS
TRUSTED ADVISORS
SOLUTION ACCELERATORS
SECURELEGAL SOLUTION ACCELERATORS• Email/Office/Sharepoint Integration• External Collaboration• Enterprise Information Management• Paper/Paperless Solutions
REDUCE RISK
SOLUTION ACCELERATORS
Why Zia?
• Thousands of Hours of IP• Defined Methodologies• Pre-Existing Integrations
BEST OF BREED PARTNERSHIPS
DELIVER THE RESULTS
ZIA SERVICE OFFERINGS
Why Zia?
WHY THIS FAILS (ACCORDING TO AIIM)• Disregard for Adoption
• Over Customization
• Ignore Impact of User Experience
• Lack of Overall ECM Vision
REALLY?THIS IS PITCH FOR WHAT GOVERNMENT WANTS AND NEEDS!
What Do Users Want?
THIS IS WHAT WE BUILD!
THE GOAL: SIMPLE & SMART
EASY• Make it Easy, people can manage it and want to use it
RELIABLE & SCALABLE• Content is exploding, our solutions scale and can be built upon for
future growth
PRODUCTIVITY & ADOPTION• Adoption, Adoption, Adoption are the three most important things
in an ECM system• ECM should save time and money
What Does The Business & Users Really Want?
TOOLS THAT WORK LIKE I DO• Mobile• Email• Simple• Data That Goes With Me
INTEGRATION• Usable Data Across the Enterprise• Use Your Data with ERP, HCM, and other ECM
products• Integrate with Cloud Offerings, public and
private
ENOUGH BUSINESS PROCESS• If ECM fails because of over customization,
business process is one of the main culprits• Less is More, Less is Tough
What Is Easy Content Management?
EASY?
• Direct Access to the repository• Rule Driven Behavior
EMAIL + ALFRESCO
EXTERNAL COLLABORATIONALFRESCO CLOUD SYNC
Users Use Cloud Sync & Share like Business uses File Shares
INTEGRATE
BUT, NOT FOR CRITICAL DATAYou can deliver ease of use and integration without sacrificing governance and massively increasing risk
ADAPT & PROTECT
INTEGRATED EMAIL & ECM
Solve the Dropbox/Box Problem
Co-Exist and Give Users What They Need
I USE THIS TOOL…
• Our software extends access from SharePoint to external ECM systems, and synchronizes content
SHAREPOINT PORTALS
DESKTOP CLIENT APPS
MOBILE DEVICE APPS
ENABLE & PROTECT
ADOPTION, ADOPTION, ADOPTION
Users Demand SharePoint, Mobile & Desktop Integration
EMBRACE YOUR USERS NEEDS
• Our desktop apps are agile and eliminate compatibility issues found with native ECM clients
• Our mobile apps access multiple ECM systems from smartphones and tablets
• Apps & Portals preserve native content, objects, metadata & security
Solve “Content Chaos”
Solve “Content Chaos”
SYNC AND MIGRATE MODULES
• Share data between two or more systems• On-premise or Cloud
• Automated and Manual Processes• Move, Copy or Sync• Include Content, Metadata, and Security
Content Connectors OOTB• Alfresco• EMC Documentum• HP Worksite• IBM Filenet• MS SharePoint• MS Dynamics• OpenText eDocs• OpenText Content Server• SalesForce• Databases• File shares
PROFILE SEARCH
FEDERATED SEARCH VIA SEEUNITY WEB PARTS
SHAREPOINT ENTERPRISE SEARCH
ENTERPRISE SEARCH OPTIONS
SOLVE CONTENT CHAOS
Federated Search, Integrated into One View
• Enterprise Search for SharePoint• Real-time SP• Pre-Indexed SP• Federated
• Enterprise Integration for SharePoint Includes above, plus:• Web Part search with native forms
SHAREPOINT UI FOR ALFRESCO,EDOCS AND WORKSITE
CREATE NEW ALFRESCO DOCUMENT
MODERN ECM PLATFORM
Co-Exist and Sync
AUTOMATED WORKFLOW
CLAUSE LIBRARY
COMPARE/ANNOTATE/REDACT/TRANSFORM
SECURE FILES “ANYWHERE”
EASY CONTENT MANAGEMENT
SIMPLIFY BUSINESS PROCESSES
SOLVING INFORMATION GOVERNANCE
EASYRM•Intelligent File Plans•In Place Records Management•Automated Declaration of Records•Information Governance & Archiving with SharePoint
EVERYONE’S A RECORDS MANAGER
WHY ACTIVE MIGRATE?
•Proven Methodology•Mature Tools•Years of Experience
•Move What You Need, When You Need To•Retain Existing Systems, Migrate When You Choose
REDUCE RISK, DELIVER RESULTS
WHY THIS WORKS!• Co-Exist
• Focus on Adoption
• Choose the Right Project
• Understand and Sell the ROI
• Don’t Go It Alone
KEYS TO SUCCESS
THE HOW OF ACTIVEMIGRATE METHODOLOGY
Moving away from Legacy Legal ECM Technologies
Questions?
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