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Zia Consulting
Initial Consulting Engagements (ICE)
Building the Right Foundation
For Your Deployment
Today’s Agenda
• Where do we deliver ICE?
• What is ICE?
• ICE Case Study
• Why Zia?
• What Next?
Where do we deliver ICE?
• Enterprise Content Management
• Document & Records Management
• Workflow/BPM
• Powered by Alfresco
• Intelligent Document Capture
• OCR Classification & Extraction
• Ephesoft Inside
What is ICE?
Three Levels
• Departmental
• Corporate
• Enterprise
Three Phases
• Discovery Process & Assessment
• Technical Assessment
• Roadmap & Project Management Plan
Three Levels of ICE
• Departmental
• Single Product
• Single Location
• Minimal Customization / External Integration
• Corporate
• Additional Products
• Multiple Geographic Locations
• Two or More Integrations
• Custom Workflow Development
• Enterprise
• Multiple Variables Exceeding Corporate
• Custom Quote
Discovery Process & Assessment
Actions:
• Review High-Level Goals
• Determine Business Requirements
• Review Application Requirements & IT Architecture
Timing
• Departmental – Typically 2 weeks
• Corporate – Typically 3 weeks
Deliverable – Documented Findings on:
• Product Fit (Alfresco / Ephesoft)
• How Product Addresses Business Requirements
Cost – Starting at $12k + T&E for Departmental
Technical Assessment
Actions:
• Technical Review covering Deployment Architecture,
Systems Integrations, Disaster Recovery, High Availability
& other technical requirements
• Delivered by Zia Business Analyst & ECM Architect
Timing
• Departmental – Typically 2 weeks
• Corporate – Typically 3 weeks
Deliverable
• Initial Technical Solution Specification & Design
Cost – Starting at $20k + T&E for Departmental
Roadmap & Project Mgmt Plan
Actions:
• Build Project Roadmap based on output from Business &
Technical Assessment
• Includes Project Management & Implementation Plan with
Success Criteria & Solution Adoption Matrix
Timing
• Departmental & Corporate – Typically 1 week
Deliverable –
• Project Management Plan
• Solution Adoption Matrix
Cost – Starting at $8k for both Departmental &
Corporate
ICE Case Study
Company
• Leading Electronic Design &
Semiconductor Mfr.
Technologies
• Alfresco, MuleSoft, JasperSoft
ICE Components
• Discovery Process & Assessment
• Technical Assessment
• Followed by Implementation
Results
• Project Completion < 9 months
• Advanced Workflow
• ERP & BI Integration
Leading WW Partner for Alfresco & Ephesoft
We Deliver
• Rapid ROI via Document Automation Systems
• Increased User Adoption via EasyECM Solutions
We Provide (Services to Get You There)
• Initial Consulting Engagements (ICE)
• Zia Migration Services
Why Zia?
PARTNER OF THE YEAR 2013
PARTNER OF THE YEAR 2012
Vertical Focus Areas
• Financial Services
• Mortgage
• Insurance
• Banking
• Government
• State/Local
• Technology & Telco
• Manufacturing
Departmental Focus Areas
Zia’s Simple + Secure Back Office
Corporate
Functions
Corporate
Legal
Human
Resources
Tax
Accounts
Payable
Procurement
/ Contracts
• ICE Initiation Call
• Talk to Us / Talk to Our Customers
• Enterprise Trial – Ephesoft/Alfresco
Renovation Roadshow - http://www.ecmrenovation.com/
• Dallas – May 8th
• Denver – May 15th
• Chicago + more!
Learn More:
• ICE Homepage - http://www.ziaconsulting.com/ice/
• Resources - http://www.ziaconsulting.com/home/resources/
• Webinars & Videos
• Data Sheets & Brochures
• Case Studies
What Next?

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ICE: Initial Consulting Engagements

  • 1. Zia Consulting Initial Consulting Engagements (ICE) Building the Right Foundation For Your Deployment
  • 2. Today’s Agenda • Where do we deliver ICE? • What is ICE? • ICE Case Study • Why Zia? • What Next?
  • 3. Where do we deliver ICE? • Enterprise Content Management • Document & Records Management • Workflow/BPM • Powered by Alfresco • Intelligent Document Capture • OCR Classification & Extraction • Ephesoft Inside
  • 4. What is ICE? Three Levels • Departmental • Corporate • Enterprise Three Phases • Discovery Process & Assessment • Technical Assessment • Roadmap & Project Management Plan
  • 5. Three Levels of ICE • Departmental • Single Product • Single Location • Minimal Customization / External Integration • Corporate • Additional Products • Multiple Geographic Locations • Two or More Integrations • Custom Workflow Development • Enterprise • Multiple Variables Exceeding Corporate • Custom Quote
  • 6. Discovery Process & Assessment Actions: • Review High-Level Goals • Determine Business Requirements • Review Application Requirements & IT Architecture Timing • Departmental – Typically 2 weeks • Corporate – Typically 3 weeks Deliverable – Documented Findings on: • Product Fit (Alfresco / Ephesoft) • How Product Addresses Business Requirements Cost – Starting at $12k + T&E for Departmental
  • 7. Technical Assessment Actions: • Technical Review covering Deployment Architecture, Systems Integrations, Disaster Recovery, High Availability & other technical requirements • Delivered by Zia Business Analyst & ECM Architect Timing • Departmental – Typically 2 weeks • Corporate – Typically 3 weeks Deliverable • Initial Technical Solution Specification & Design Cost – Starting at $20k + T&E for Departmental
  • 8. Roadmap & Project Mgmt Plan Actions: • Build Project Roadmap based on output from Business & Technical Assessment • Includes Project Management & Implementation Plan with Success Criteria & Solution Adoption Matrix Timing • Departmental & Corporate – Typically 1 week Deliverable – • Project Management Plan • Solution Adoption Matrix Cost – Starting at $8k for both Departmental & Corporate
  • 9. ICE Case Study Company • Leading Electronic Design & Semiconductor Mfr. Technologies • Alfresco, MuleSoft, JasperSoft ICE Components • Discovery Process & Assessment • Technical Assessment • Followed by Implementation Results • Project Completion < 9 months • Advanced Workflow • ERP & BI Integration
  • 10. Leading WW Partner for Alfresco & Ephesoft We Deliver • Rapid ROI via Document Automation Systems • Increased User Adoption via EasyECM Solutions We Provide (Services to Get You There) • Initial Consulting Engagements (ICE) • Zia Migration Services Why Zia? PARTNER OF THE YEAR 2013 PARTNER OF THE YEAR 2012
  • 11. Vertical Focus Areas • Financial Services • Mortgage • Insurance • Banking • Government • State/Local • Technology & Telco • Manufacturing
  • 12. Departmental Focus Areas Zia’s Simple + Secure Back Office Corporate Functions Corporate Legal Human Resources Tax Accounts Payable Procurement / Contracts
  • 13. • ICE Initiation Call • Talk to Us / Talk to Our Customers • Enterprise Trial – Ephesoft/Alfresco Renovation Roadshow - http://www.ecmrenovation.com/ • Dallas – May 8th • Denver – May 15th • Chicago + more! Learn More: • ICE Homepage - http://www.ziaconsulting.com/ice/ • Resources - http://www.ziaconsulting.com/home/resources/ • Webinars & Videos • Data Sheets & Brochures • Case Studies What Next?