Underwri(enby:

#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt

TriggeringYourBusinessProcesses:ItAllStartswithCapture

Presented30thJune,2016

TriggeringYourBusinessProcesses:ItAllStartswithCapture

Presented30thJune,2016

Underwri(enby:

BobLarriveeVP&ChiefAnalystAIIM

HaukeFastProductMarke8ngManagerKodakalaris

Host:TheresaResekDirectorAIIM

Today’sSpeakers

Underwri(enby:

PaperisaBIGproblemformostbusinesseswithreducingoreliminaGngpaperasacommongoal.

Underwri(enby:

Whichofthefollowingwoulddescribeyourofficeortypicalofficesinyourorganiza(on?

31%s(llpiledhighwithpaper.

40%s(llfile

“importantstuff”onpaper.

56%paper-basedfor

signatures.

8%Digitalmailroom.

17%mostlypaper-free.

Underwri(enby:

Thinkabout:§  ImprovingCustomerService§  Reducingstoragecosts§  Improvingtheprocessspeeds§  Reducesearch

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

Underwri(enby:

ThereisagrowingmovementtoidenGfyandimprovepaperintensiveprocessesthroughpaperreducGonandeliminaGon.

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%

Underwri(enby:

Largevs.SmallandMediumBusiness§  StreamlineoperaGons§  DrivetobecompeGGve§  Knowthecostofpaper§  ScaleofoperaGons

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

Underwri(enby:

Whatwouldyousayarethethreebiggestdriversforscanninganddatacaptureinyourorganiza(on?

Improvedsearchabilityandsharabilityof

documents(53%).

Thenproduc(vity,reducedstoragespace,andfaster

response.

Sustainabilityonlycitedby4%.

N=334

Underwri(enby:

§  HuwsGray–ShippingDocuments§  CaseStory–Documentsearching

§  HausundGrundKiel–SearchableContent§  CaseStory–ReorganisaGon

Underwri(enby:

Captureofpaper-basedinformaGonearlyintheprocessensuresgreatercontrol,security,andaccessibility.

Underwri(enby:

Howdoyoudealwithmul(-channelinboundcontent?

40%adhocbetweenpaperandelectronic.

35%printelectronicinboundandprocess

aspaper.

3%havecomprehensive

mul(-channelacrosspaper,electronic

andsocial.

Underwri(enby:

AgriaPetInsuranceCase§  Download–Print–Mail–Process–File

§  Scanning§  OnlineForms§  Mobile

Underwri(enby:

BusinessesmustlookatcapturemulG-dimensionally,addressingpaper,anddigitallyborncontent.

Underwri(enby:

Atwhatrate(orplannedrate)areyouconver(ngkeyprocessestopaper-free?

14%movingquicklyorevencompleted

(4%).

37%makinglidleprogress,including11%notstarted,

and15%slowor

stalled.

Underwri(enby:

§ Willwestopusingpaper?§  Structureddocuments.§  Un-structureddocuments.

Underwri(enby:

Thereisgreatbenefitfromgoingpaper-freeoratleastreducingitsignificantlywithreturnsinasli(leas6months.

Underwri(enby:

Whathavebeenthebiggestbenefitsfromyourpaper-freeprocesses?

Fastercustomerresponsecitedby43%

Thenproduc(vityand

compliance.

Thenbedermonitoringofworkflow.

Improvedvisibilitytonon-localandmobile

staff(22%).

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%

Underwri(enby:

§  ROIcomments§  Storagecosts§  Shippingdocumentsbetweenoffices

§  Improvingtheprocessspeeds§  Reducesearch

Underwri(enby:

§  Lookathowpaperentersyourbusiness,whereitslowsthingsdown,whereitclogsuptheworkspace,andwhereitrestrictsinformaGonaccessandprocessflexibility

§  IdenGfywhoisinchargeofradicalprocessreviewandseekendorsementforpoliciesonpaper-freeprocesses

§  PayparGculara(enGontoprocessesthatscan-to-archivepostprocesswithaviewtochangingtoanup-frontscan-to-processapproach

§  Extendthepaper-freeconceptfurthertothepointoforiginaGon,whetherthatisabranchoffice,ashop,orthemobiledevicesofyouremployeesandcustomers

ThingstoThinkAbout

Underwri(enby:

Itispossibleforyourbusinesstobecomelessdependentonpaper.Iden5fy,assess,plan,implement,measure,refine,andrepeat.Thatishowtogetthere.

Underwri(enby:

ClosingThoughts

§  Followthepaper§  Streamlineprocesses

Underwri(enby:

PleasevisitourKnowledgeshareWebsiteforfurtherinforma(on:

www.knowledgeshare.kodakalaris.com

AndfollowDr.Scanner…seeallvideosonYouTube

Underwri(enby:

DownloadtheAIIMIndustryWatchReport,“Paper-FreeProgress:MeasuringOutcomes”h(p://info.aiim.org/paper-free-progress-measuring-outcomes

ToContactBob:blarrivee@aiim.org@BobLarriveeonTwi(erwww.linkedin.com/in/boblarrivee

Underwri(enby:

AIIMistheCommunityforInforma(onProfessionals

AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.

OurmissionistoimproveorganizaGonal

performancebyempoweringacommunityofleaderscommi(edto

informaGon-driveninnovaGon.

Learnmoreatwww.aiim.org