triggering your business processes to go paper free it all starts with capture
TRANSCRIPT
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Underwri(enby:
#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt
TriggeringYourBusinessProcesses:ItAllStartswithCapture
Presented30thJune,2016
TriggeringYourBusinessProcesses:ItAllStartswithCapture
Presented30thJune,2016
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Underwri(enby:
BobLarriveeVP&ChiefAnalystAIIM
HaukeFastProductMarke8ngManagerKodakalaris
Host:TheresaResekDirectorAIIM
Today’sSpeakers
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Underwri(enby:
PaperisaBIGproblemformostbusinesseswithreducingoreliminaGngpaperasacommongoal.
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Underwri(enby:
Whichofthefollowingwoulddescribeyourofficeortypicalofficesinyourorganiza(on?
31%s(llpiledhighwithpaper.
40%s(llfile
“importantstuff”onpaper.
56%paper-basedfor
signatures.
8%Digitalmailroom.
17%mostlypaper-free.
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Underwri(enby:
Thinkabout:§ ImprovingCustomerService§ Reducingstoragecosts§ Improvingtheprocessspeeds§ Reducesearch
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Underwri(enby:
Inrela(ontoyouropera(onalprocesses,whatbusinessproblemsareyoutryingtosolve?
0% 10% 20% 30% 40% 50% 60%
Stuckin-processdelays
Complianceerrors
Processfailurerates
Sub-opGmumrouGng
IrregulariGes
Responseoutliers
Other:
Opera(onally,58%saytheirbiggestbusinessproblemsisthingsge^ngstuckina
process
46%aredealingwithcomplianceerrors
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Underwri(enby:
ThereisagrowingmovementtoidenGfyandimprovepaperintensiveprocessesthroughpaperreducGonandeliminaGon.
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Underwri(enby:
Howwouldyoudescribeprogresstowardselimina(ngpaperfromyourbusinessprocesses?
16%ac(velylookateveryprocess,inc.3%whohavereachedgoal.
36%makinggood
progress.
7%s(ckingwithpaper.
©AIIM2015N=364
TheymostlyworkOKwithpaper,soweleavethemthatway,7%
Wehaveevaluated
removingpaperfromsomeofourprocesses,24%
Wehaveoneortwoofthemost
obviousprocessespaper-
free,17%
Wehaveanumberofpaper-freeprocesses
andwilldomore,36%
WeacGvelylookateveryprocesswithaviewtodrivingoutpaper,13%
Weareclosetothelimitof
suitablepaper-freecandidates,
3%
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Underwri(enby:
Largevs.SmallandMediumBusiness§ StreamlineoperaGons§ DrivetobecompeGGve§ Knowthecostofpaper§ ScaleofoperaGons
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Underwri(enby:
Whatareyourimmediatepriori(estoimproveyourcurrentcapturesystem(s)?
57%lookingtoautomatemoremanualprocesses.
27%wanttoincreasethespeedofdeliverytothenextprocess.
16%improvesecurity
andcompliance.
23%upgradesystems.
0% 10% 20% 30% 40% 50% 60%
AutomatemoremanualprocesseswithdocumentclassificaGon
IncreasethespeedofdeliveringinformaGontothenextprocess
Improvesecurityandcompliance
Updateourcapturesystemswithbe(ertechnology
ConsolidatemulGplecapturesystemstoonesystem
ExtendourdistributedcapturecapabiliGes
DeployamobilecapturesoluGon
ImplementamulG-channelcapturesystem
Implementcapturetocloud
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Underwri(enby:
Whatwouldyousayarethethreebiggestdriversforscanninganddatacaptureinyourorganiza(on?
Improvedsearchabilityandsharabilityof
documents(53%).
Thenproduc(vity,reducedstoragespace,andfaster
response.
Sustainabilityonlycitedby4%.
N=334
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Underwri(enby:
§ HuwsGray–ShippingDocuments§ CaseStory–Documentsearching
§ HausundGrundKiel–SearchableContent§ CaseStory–ReorganisaGon
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Underwri(enby:
Captureofpaper-basedinformaGonearlyintheprocessensuresgreatercontrol,security,andaccessibility.
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Underwri(enby:
Howdoyoudealwithmul(-channelinboundcontent?
40%adhocbetweenpaperandelectronic.
35%printelectronicinboundandprocess
aspaper.
3%havecomprehensive
mul(-channelacrosspaper,electronic
andsocial.
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Underwri(enby:
AgriaPetInsuranceCase§ Download–Print–Mail–Process–File
§ Scanning§ OnlineForms§ Mobile
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Underwri(enby:
BusinessesmustlookatcapturemulG-dimensionally,addressingpaper,anddigitallyborncontent.
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Underwri(enby:
Atwhatrate(orplannedrate)areyouconver(ngkeyprocessestopaper-free?
14%movingquicklyorevencompleted
(4%).
37%makinglidleprogress,including11%notstarted,
and15%slowor
stalled.
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Underwri(enby:
§ Willwestopusingpaper?§ Structureddocuments.§ Un-structureddocuments.
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Underwri(enby:
Thereisgreatbenefitfromgoingpaper-freeoratleastreducingitsignificantlywithreturnsinasli(leas6months.
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Underwri(enby:
Whathavebeenthebiggestbenefitsfromyourpaper-freeprocesses?
Fastercustomerresponsecitedby43%
Thenproduc(vityand
compliance.
Thenbedermonitoringofworkflow.
Improvedvisibilitytonon-localandmobile
staff(22%).
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Underwri(enby:
Overall,whatwouldyousayhasgenerallybeenthepaybackperiodforthesepaper-freeprocessprojects?
59%achievedpaybackinlessthan12months,including28%inlessthan6
months.
84%inlessthan18months.
3months,4%
6months,24%
12months,31%
18months,17%
2years,8%
3years,6%
Morethan3years,6%
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Underwri(enby:
§ ROIcomments§ Storagecosts§ Shippingdocumentsbetweenoffices
§ Improvingtheprocessspeeds§ Reducesearch
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Underwri(enby:
§ Lookathowpaperentersyourbusiness,whereitslowsthingsdown,whereitclogsuptheworkspace,andwhereitrestrictsinformaGonaccessandprocessflexibility
§ IdenGfywhoisinchargeofradicalprocessreviewandseekendorsementforpoliciesonpaper-freeprocesses
§ PayparGculara(enGontoprocessesthatscan-to-archivepostprocesswithaviewtochangingtoanup-frontscan-to-processapproach
§ Extendthepaper-freeconceptfurthertothepointoforiginaGon,whetherthatisabranchoffice,ashop,orthemobiledevicesofyouremployeesandcustomers
ThingstoThinkAbout
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Underwri(enby:
Itispossibleforyourbusinesstobecomelessdependentonpaper.Iden5fy,assess,plan,implement,measure,refine,andrepeat.Thatishowtogetthere.
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Underwri(enby:
ClosingThoughts
§ Followthepaper§ Streamlineprocesses
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Underwri(enby:
PleasevisitourKnowledgeshareWebsiteforfurtherinforma(on:
www.knowledgeshare.kodakalaris.com
AndfollowDr.Scanner…seeallvideosonYouTube
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Underwri(enby:
DownloadtheAIIMIndustryWatchReport,“Paper-FreeProgress:MeasuringOutcomes”h(p://info.aiim.org/paper-free-progress-measuring-outcomes
ToContactBob:[email protected]@BobLarriveeonTwi(erwww.linkedin.com/in/boblarrivee
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Underwri(enby:
AIIMistheCommunityforInforma(onProfessionals
AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.
OurmissionistoimproveorganizaGonal
performancebyempoweringacommunityofleaderscommi(edto
informaGon-driveninnovaGon.
Learnmoreatwww.aiim.org