1. In association with: Presented by: Porter-Roth AssociatesSelecting the Right DocumentManagement CollaborationSolution: The Power of SimplicityPresented April 3, 2013

2. In association with: Presented by:Independent, vendor neutral, consulting in: Cloud Information Management Electronic Document Management Document Imaging Records Management Workflowhttp://www.erms.cominfo@erms.com@BudPR415-381-6217Porter-Roth Associates

3. In association with: Presented by: Introduction Collaboration Technologies Simplify Collaboration QuestionsAgenda

4. In association with: Presented by:A Theme for Our TalkComplexSimpleComplexSimple

5. In association with: Presented by:Today, Collaboration is a Complex MatterFile SyncOn-PremiseElectronic & Paper DocumentsCloud-based(n+1) servicesasedWorkHomeWorkBYODElectronic DocumentsVideo Conf

6. In association with: Presented by:But in Reality, Its not that ComplexDo we have adeal?

7. In association with: Presented by: Paper Systems Shared Drives Document Capture Electronic Document Management Cloud-based ApplicationsHow do we Collaborate Today?

8. In association with: Presented by: Paper was/is stored in a variety of places Personal workspaces Department shelves Archive centers (in-house) Archive centers (3rd party) People like paper because it is easy to use and in some cases remainsthe best medium for a particular use, but, Paper capture has gotten better, cheaper, and faster giving us fewerreasons to keep paper around Todays capture systems make the choice between paper or imageharder to make and in many cases, only our history is the reason whypaper is still usedPaper Systems

9. In association with: Presented by: Scanning initially was to replaced paper but Scanning is a viable and cost effective technology for storing andmanaging paper Can be used on a department, project, or personal basis An effective way of collaborating Technology has made capture simpler, better, and cheaper so you nolonger have to buy a complete ECM system in order to use capturetechnologies If the choice is between paper and image, it is increasingly difficult tojustify staying with paperDocument Capture

10. In association with: Presented by: Individual or group file shares Access permissions controlled in a variety of ways Have basically no document management controls Have little inherent metadata capabilities Difficult to search with any accuracy People like shared drives because they are easy to use and they requirelittle overhead from IT or IM However, with the advent of newer technologies, there is little reason tocontinue using them SharePoint is replacing shared drives Cloud-based systems are replacing shared drives Can you sync a file share and cloud system to make better use of both?Shared Drives

11. In association with: Presented by: Electronic document management is so broad with so many productsand functionality that it is hard for anyone to grasp the completemarketplace and technologies Systems are often complex and not user friendly and implementationand on-going costs can be significant Legacy ECM systems have their place, but they are being supplementedby smaller systems or even cloud-based collaboration systems Think 80/20 when you think of a legacy ECM There is no reason why you cant use a cloud-based collaborativesystem for the front-end and the legacy system for the back-endactivities such as records management, archival storage, andcomplianceElectronic Document Management

12. In association with: Presented by: Store and Retrieve very basic and functions like an FTP or a file sharein the cloud site. Content Collaboration offers basic storage & retrieval - also includesbasic document management capabilities that allow multiple people tocollaborate on content. Platform offers a complete environment including storage andretrieval, content management, and office productivity applications suchas wordprocessing, spreadsheet, presentations, calendaring, workflow, etc. Cloud-based systems are designed to be simple and intuitively usefulright out of the box.Cloud Applications (document/file based)

13. In association with: Presented by: Dropbox Huddle HP Flow CM Office 365/SharePoint (hosted) Box SpringCM Accellion Workshare And many othersCloud Content Management (CCM) Systems

14. In association with: Presented by: Offers functional applications such as projectmanagement, CRM, ERP, HR, social networking (business andpersonal) in addition to simple creation and storage and retrieval ofdocuments. Basecamp (project management) Workday (HR) NetSuite (ERP) Salesforce/Chatter (CRM/social networking) + Chatterbox) Collaboration can happen between two cloud-based applications It is not unusual to have two or more cloud applications providingdifferent functional usesCloud Applications (not document/file based)

15. In association with: Presented by:How to Simplify CollaborationTechnologyProcess

16. In association with: Presented by:Simply Your Collaboration SystemsACME,LLCLSLegacy Systems

17. In association with: Presented by:Questions?