PowerPoint Presentation

Everyones a Records Manager And Nobody Knows it!

1Cost ControlComplianceWHY EASY RM? THE 3 Cs

Cost of Creating & Accessing RecordsRM Divide between those creating documents and those managing recordsECM Avoidance Email, Shared Drives, Dropbox and the SharePoint problemAt the same time that content is exploding2PaperEmailWebsite/PortalMobileSocial Media

90% of the worlds data has been generated over the last two years.WHY EASY RM? CONTENT EVERYWHERE

At the same time that content is exploding3Challenge 100+ years of paper recordsHow to efficiently/effectively convert to electronic recordsHow to make sure it never happens again!EASY RM CASE STUDYSolutionDigitization = ROI of over $5 millionGoing Forward: Alfresco RM 2.1 with Easy RMEnsuring Success: Zia 3-day RMNow training & assessment

Cost of storage and inaccessibility of 100+ years of paper recordsHow to digitize legacy records cost-effectively and with confidenceHow to ensure successful launch and user adoption of new EasyRM system

Phase 1: paper records into Alfresco ECM with ROI on project of over $5 millionAlfresco RM2.1 with EasyRM applying disposition schedules to legacy records and all new records directly into RM systemZia 3-day RMNow training & assessment - with RM2.2 training built in collaboration with Alfresco

4Content CreatorsTHE TWO WORLDS OF ECMGovernanceGet Work DoneRecords Managers

5PUT ANOTHER WAY - THE RM CONTINUUMCreateEditFindVersionWorkflowCollaborateDispositionAuditSecurityArchiveDestruction

6Legacy RM Tools are Costly & ComplexContent isnt in ECM (ECM Avoidance)EmailShared DriveSharePointDropbox (Cloud Shares)How to Solve The Paper ProblemSO WHY ISNT IT WORKING TODAY7Starts with Easy ECMTools they Use TodaySharePointEmail, Outlook, Office and moreIn-Process Capture (IPC)Automated RMEnterprise Integration ERP/CRMAdoption RMNow, GlazrINTRODUCING EASY RM

8Alfresco RM 2.2In-Place Records ManagementIntelligent File PlanAutomated Declaration

DoD 5015.2 CertificationAdvanced WorkflowRetention, Disposal, Legal HoldsEASY RM WITH ALFRESCO RECORDS MANAGEMENT

9IN-PLACE RECORDS DECLARATIONS

10Intelligent File PlanDynamic Creation & FilingRules for Filing RecordsAuto-Create Records FoldersAutomated Filing & DeclarationLocation ChangeAttribute ChangeALFRESCO RM 2.2Dynamic File PlanSet rules for filling recordsAuto-create record folders

The System can automatically file and declare based on triggers:Attribute changeLocation change

11IN-PLACE RECORDS DECLARATIONS

12Retain Paper - Integrated ECMCombined View/SearchSynchronized Case/File PlanDigitizationEphesoft Intelligent CaptureMailroom AutomationGoing ForwardIn-Process CaptureSOLVING THE PAPER PROBLEM

13Challenge Manual Creation / Review / Approval of All City ContractsWet Signature RequiredExpensive, Slow, Error ProneWheres my ContractEASY RM CASE STUDYSolutionContracts Automation Creation, Workflow, & Electronic SignatureIntegrated Oracle ESB, Peoplesoft FinancialsRecords Management

14Training & Assessment PackageJump Start Service OfferingCustomized for your RM Deployment3-Day Onsite:Alfresco 2.2 RM TrainingZia RM Assessment Session

http://www.ziaconsulting.com/RMNowINTRODUCING RMNOW

15RM NOW TRAINING AGENDADay OneDay TwoWelcomeRecords SearchIntroduction to Records ManagementReferencesSetting Up a File PlanVital RecordsDisposition SchedulesDisposition ReprisedFiling RecordsAutomating the File PlanUsers and SecurityAuditingFiling Emails and Physical RecordsExport/Import and Installation16