[aiim17] are you getting the most out of your enterprise solutions? - dean johnson
TRANSCRIPT
Are you getting the most out of your
enterprise solutions?
Agenda
• Discovery Benefits Video• A Connected Enterprise; Leveraging your systems,
content and information to their full potential• Enterprise ECM at Discovery Benefits• What the Future Holds• The Team that makes us Successful• Discovery Benefits Overview
Discovery Benefits Video
A connected enterprise; leveraging your systems, content and
information to their full potential
Using technology you have already purchased you can expand existing solutions
or create new ones
Capture Manage Access Integrate Measure Store
Solution design/process improvementWhat
security, retention and
disaster recovery
requirements are there?
What insights do you need to enhance the
solution?
What applications do you need to integrate
with?
Who needs access to the solution and
on what devices?
What information do you need to capture
and in what format?
Which processes to
improve? Any doc
management requirements?
Replace any applications?
Capture Manage Access Integrate Measure Store
On-Site and Off-Site
backups.8 Year
retention
How much spent per vendor.
How well has vendor performed.Multiple of
one Vendors
Security Systems.
Phone Systems, Internal
Application
Accounting,Internal Security,
AP and AR,Building
Management, Company
Management
Quotes,Invoices,
Purchased Items,
Experience with
Vendors
Excel Files?Paper
Invoices?Who has the
Quote?Did the item
arrive?
Vendor Management
Enterprise ECM Solution Examples
UnlimitedPossibilities
Accounts Payable Human Resources Compliance Solutions
Claims Processing Billing Solutions Policy Administration Health Exchange
Accounts Payable
Capture Manage Access Integrate Measure Store
7 year retention
Time to pay, bottlenecks,
discounts
ERP (Lawson,
PeopleSoft, SAP, etc.)
AP clerks managers executives
Invoices, POs,
packing slips
(Paper, EDI, email, fax,
COLD)
Invoice, check,
requisition processing
& exception handling
Accounts payable example
Human Resources
Capture Manage Access Integrate Measure Store
HR Records Management, HIPAA and
D.O.L.
Time to hire & onboard,
missing documents
HRISGeneralists, managers, executives
W4 (eforms, paper),
i9 (paper), employee handbook
(PDF), backfile (production scanning)
Onboarding, offboarding,
policies & procedures, collaboratio
n
Human resources example
Corporate Credit Cards and Check Requests
Accounts Receivable
Compliance Solutions
Policy Administration
Claims Processing
Billing Solutions
LOB Integrations
Enterprise ECM at Discovery Benefits
“We use ECM as our central nervous system. It controls nearly every process we have in the company”.
John BiwerPresident, Discovery Benefits
“By leveraging a single enterprise information management platform as the central nervous system of our business operations, Discovery has grown from providing benefits for 1.25 million people to more than 5 million while saving over $500,000 a year in paper costs alone”.
Craig AlmeVP OnBase
Knowledge workers use Nuance software solutions
11KEmployersbillion
Printed pages managed by Nuance software
solutions
Participants250Participant Serv. Staff
650MClaims Processed Yearly
35370Employer Facing Staff
+1.1M +770+Employees
1987Year established
4MCOBRA Covered Lives
Claims Staff+
+
+
Discovery Benefits ECM Overview
• Currently running OnBase v16.0 • OnBase installed on 800 user machines• Accessed by everyone within the enterprise• Primary system of record
• 123+ Workflow Life Cycles• 2,539+ Workflow Queues• 28,739+ Workflow Tasks• 9,045+ Workflow Rules• 15,633+ Workflow Actions• 1,327+ Document Types• 59 million items• 18 TB of stored objects (Copy 1)• 1.82 TB database
Legend -
Note: All Departments now using Collaboration
The Future of ECM at Discovery Benefits
Enterprise ECM Project Roadmap
WorkView CRMscreen redesign
Case Management Service Request Ticketing
OnBaseRequests Referrals
Sales RateProcess Redesign
Client ASAProject
OnBase Upgradeto version 16
ChecklistModule
WorkViewIntegration
Mailbox Importer
VendorManagement
The Team that makes us Sucessful!
THE TEAM
“To Stay vigilant in pursuing constant improvement that aligns our actions with the goals of Discovery Benefits. We pro-actively look for new processes to help the end users work more effectively and efficiently. We strive towards the success of Discovery Benefits”.
- OnBase Team Mission StatementDiscovery Benefits
Discovery Benefits Overview
We’re a national leader in FSA, HSA, HRA, Commuter Benefits and COBRA administration, simplifying the employee benefits process for our clients with cutting-edge technology and trained experts dedicated to providing superior customer service.