automated archiving with easy records management

Simplifying Governance with EasyRM

©2016 Zia Consulting, Inc

Why EasyRM? Ever Increasing Oversight Ever Increasing Volumes of

Content Ever Increasing Variability of

Content Existing Processes are Broken

(aka Cost & Complexity)

©2016 Zia Consulting, Inc

Where EasyRM? Banking Insurance Healthcare Public Sector Corporate Finance Human Resources

©2016 Zia Consulting, Inc

Your Legacy Governance Process Low User Adoption DM vs. RM Systems Lacks Automation & Integration Data Center Lock-In The Paper Problem

©2016 Zia Consulting, Inc

Connecting Creators with Compliance

Content Creators Record Managers

CreateEdit

SearchCollaborat

eTasks

DispositionAudit

SecurityArchive

Destruction

©2016 Zia Consulting, Inc

What If RM was User Friendly?Current Users Future Users

©2015 Zia Consulting, Inc. All Rights Reserved.

©2016 Zia Consulting, Inc

And Could be Automated?Your Process Our Process

©2015 Zia Consulting, Inc. All Rights Reserved.

©2016 Zia Consulting, Inc

And Systems Could be Modernized? How You Work Today How You Can Work

Tomorrow

©2016 Zia Consulting, Inc

Prove It! 100+ Years Paper Records Digitization AND Integrated RM Automated Application of

Disposition Schedules Universal Search Electronic Records Management

©2016 Zia Consulting, Inc

EasyRM - User Adoption In-Place Records Management Automated, Event-Driven Record

Declaration Intelligent File Plan

©2016 Zia Consulting, Inc

In-Place Records

©2016 Zia Consulting, Inc

Auto-Declaration

©2016 Zia Consulting, Inc

Intelligent, Dynamic File Plan

Record Attributes

File Plan Path

Date Fields

©2016 Zia Consulting, Inc

EasyRM - Automated & Integrated Archiving from the Tools You Use Today

With Advanced Workflow

©2016 Zia Consulting, Inc

EasyRM - Modernization Solving the Paper Problem

Digitization of Records Integrated Records Management

Moving to the Cloud

©2016 Zia Consulting, Inc

Why Alfresco RM? Single System for Business Content and

Corporate Records Automated, Rules-Based Management of

Record Lifecycle – Creation, Retention, Destruction

Simple Tools for Filing, Search, Audit Open Source, Open Platform, Open Standards Enterprise Class / DoD 5015.02 Certified

Demo

Who is Zia?

EST.

2003Boulder, CO

CriticalNot

Casual

Controlling Chaos +

Delivering Rapid ROIProcess

& Integrati

on

OpenPlatform

s

Content People

©2016 Zia Consulting, Inc

Next Steps RMNow Training & Assessment Packagehttp://www.ziaconsulting.com/RMNow

Modernization Series Recordings Documentum Migration Activiti Modernizationziaconsulting.com/resources/recorded-webinars/

Questions?

Phil RobinsonSVP Business Development

Zia Consultingphil@ziaconsulting.com