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In associationwith: Presented by:
Transform the Way You Work with
Modern Processes and Improved
Workflows in All Parts of Your Business
PresentedOctober7, 2015
In associationwith: Presented by:
About AIIM
AIIM is the Global Community of
Information Professionals
AIIM believes that the information systems
we use at work should be
simple, secure, and available
anywhere, anytime, and on any device.
Our mission is to improve organizational
performance by empowering a community
of leaders committed to information-driven
innovation.
Learn more at www.aiim.org
In associationwith: Presented by:
AIIM Presents:
Transform the Way You Work with Modern Processesand
Improved Workflows in All Parts of Your Business
Host: Theresa Resek
Director
AIIM
Anne G. Tülek
PresidentandCEO
AccessSciences
ScottMorin
Vice President,Sales
4Point
In associationwith: Presented by:
Introducing our Featured Speaker
Anne G. Tülek
President and CEO
In associationwith: Presented by:
Mobile Trends
In associationwith: Presented by:
Mobile Trends
In associationwith: Presented by:
Mobile Trends
50% of millennials shopped
for cars on their phone
21% of adults in the US
have multiple devices
In associationwith: Presented by:
Industries Adopting Mobile
In associationwith: Presented by:
Industry Disruption
In associationwith: Presented by:
And the Rest?
faster, better, cheaper
In associationwith: Presented by:
Benefits
Healthcare
Energy, Construction,
Utilities
Government Other
In associationwith: Presented by:
Benefits
0% 20% 40% 60% 80%
Staff more able to work remotely
Speed of data availability
Better collaboration
Keeping paper out of the process
Improved back-office efficiency
Reduced logistics of forms and paper
handling
More competitive customer service
Better data accuracy
Better archives and compliance
Freeing up process flows/approval cycles
Staff mobility
(60%).
Speed of data
availability (48%).
Better
collaboration
(44%).
Keeping out paper
(28%).
In associationwith: Presented by:
Benefits
In associationwith: Presented by:
End Goal
In associationwith: Presented by:
Business Priorities
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
On-site access to manuals, drawings,
operating instructions, etc.,
For expense claims and receipts
For field staff to access, update or file
reports back-to-base
To file surveys, site inspections,
assessments or damage reports
As part of a formal document comment
and approval process
As electronic clipboards for tick lists,
stock check, menu orders, etc.
For electronic forms input as part of a
financial, healthcare or new customer…
To monitor staff or customer locations,
movements, etc.
For stroked or imaged approval
signatures
To image IDs and other on-boarding
documents
None of these
We have no mobileprojects live or
planned
60% have already
integratedmobile into
some business processes
85% have something
planned or in progress
In associationwith: Presented by:
Start with Strategy
Vs.
In associationwith: Presented by:
Business Needs
In associationwith: Presented by:
More than Technology
In associationwith: Presented by:
User Adoption
In associationwith: Presented by:
Potential Missteps
not enough
viewpoints
lack of
expertise
wrong tools for
the job
Insufficient
training and
governance
not understanding true
pain point
leading with
technology
instead of
business
needs
In associationwith: Presented by:
Evaluate Processes
In associationwith: Presented by:
Requirements Drive Technology
In associationwith: Presented by:
Training, Support Models, and More
In associationwith: Presented by:
Driving Mobile Success
In associationwith: Presented by:
Case Study: BGC Engineering
In associationwith: Presented by:
Case Study: Mitchells & Butlers
In associationwith: Presented by:
Thank you!
Read more about the case studies just mentioned here, visit
http://accesssciences.com/AIIM-Webinar-Workflow
Or Contact me:
Anne G. Tülek
President & CEO
atulek@accesssciences.com
(713) 554-7570
In associationwith: Presented by:
Introducing our Sponsor Speaker
Scott Morin
Vice President,Sales
In associationwith: Presented by:
Top Use Cases for Mobile in Business– And How We Can Help
In associationwith: Presented by:
Segmentation,
Targeting,Messaging,
Offers
Consistency,
ResponsiveDesign,
Conversion
?
Forms &Applications
© 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential.
The Critical but Forgotten Part of Brand Experience
In associationwith: Presented by:
Automating Document Workflow Processes
FROM TO
Ad hoc Structured& auditable
Inefficient & slow Efficient & streamlined
Cumbersome Collaborative
IT-dependant Empoweredbusiness users
In associationwith: Presented by:
Convenient andsecure
banking e-forms accessibleto
clientswhenandwherethey
want them.
Find a solutionto digitize loanforms
and documents to make form
discovery,completion,and
management easy andsecure.
OBJECTIVE
Adobe Experience Manager
Forms (formerly Adobe LiveCycle)
SOLUTIONS
5-weekturn-aroundfor
project delivery
RESULTS
© 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14
Solution Showcase – Electronic Banking
In associationwith: Presented by:
Over 2,000 hours of
data entrysavedinthe
1st monthofoperation.
Find a responsive,e-formsolutionto
offer enhancedmobility to community
policingoperations,while maintaining
the look-and-feel of a paper formto
reduce adoptiontime.
OBJECTIVE
Adobe Experience Manager
Forms (formerly Adobe LiveCycle)
SOLUTIONS
50%reductionin form
completiontime.
RESULTS
Chris Hellewell
Senior V.P., Research &
Development
Spillman
“With4Point’s expertise,the speedof developmentwasfast, which
wasa definiteplus.Asa result,wewere able toswiftlyrespondto
market demand.”
© 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14
Solution Showcase – Mobile E-forms in Policing
In associationwith: Presented by:
© 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14
Solution Showcase –
Mobile Patient Eligibility & Enrollment
https://www.youtube.com/watch?v=ljKazNOtmxE
In associationwith: Presented by:
Reach out to 4Point in the next 30 days to set up
a complimentary Business Assessment.
info@4point.com 1 (855) 561-4187
In associationwith: Presented by:
Anne G. Tülek
President & CEO
atulek@accesssciences.com
(713) 554-7570
Contact Us!
Scott Morin
Vice President, Sales
scott.morin@4point.com
Direct: (613) 907-6448
Toll-Free: 1 (855) 561-4187
In associationwith: Presented by:
QUESTIONS?
In associationwith: Presented by:
AIIM Resources
www.aiim.org/research
Download AIIM Studies
aiim.org/training
• EnterpriseContent Management
Improve customer and staff engagement,
ensure compliance, and automate
business processes.
• Business ProcessManagement
Map, design, and automate operational
processes for your organization using a
combination of strategies, change
management, and technologies.
• Taxonomy & Metadata
Optimize navigation, findability, and
information discovery through content
classification.
• InformationGovernance
Create an information accountability
framework that reduces costs, manages risk,
and optimizes value.
• Managing Records& eDiscovery
with SharePoint 2013
Manage records, ensure compliance,
and prepare for civil litigation requests.
• Electronic RecordsManagement
Know what to keep and what to discard as
volume, variety, and velocity of digital
information intensifies.
AIIM Training
In associationwith: Presented by:
Enterprise Content Management
(ECM)
Business Process Management
(BPM)
Capture & Scanning
Collaboration
Content Analytics
Electronic Records Management
(ERM)
Information Governance
Search
SharePoint
Taxonomy & Metadata
Web Content Management
Access Industry Tutorials, Research,
Webinars, and Expert Advice Blogs –
all in one place
Visit aiim.org/resource-centers
AIIM Resource Centers
In associationwith: Presented by:
Survey and Feedback
To take our Survey, click on the link in the
Resources tab at the bottom of your screen.
Tell us how we did today,
and offer suggestions for
topics of future events.
In associationwith: Presented by:
Upcoming Webinars
October 14th
ECM Should Not Be a Stand Alone System: Realize its true
value with integration
October 28th
Clutter Busters: 3 Steps to Organizing,Finding, and
Governing Your Information
Register Today at
www.aiim.org/webinars
View our library of Webinars On Demand
www.aiim.org/WebinarsOnDemand
In associationwith: Presented by:

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Transform the Way You Work with Modern Processes and Improved Workflows in All Parts of Your Business

  • 1. In associationwith: Presented by: Transform the Way You Work with Modern Processes and Improved Workflows in All Parts of Your Business PresentedOctober7, 2015
  • 2. In associationwith: Presented by: About AIIM AIIM is the Global Community of Information Professionals AIIM believes that the information systems we use at work should be simple, secure, and available anywhere, anytime, and on any device. Our mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation. Learn more at www.aiim.org
  • 3. In associationwith: Presented by: AIIM Presents: Transform the Way You Work with Modern Processesand Improved Workflows in All Parts of Your Business Host: Theresa Resek Director AIIM Anne G. Tülek PresidentandCEO AccessSciences ScottMorin Vice President,Sales 4Point
  • 4. In associationwith: Presented by: Introducing our Featured Speaker Anne G. Tülek President and CEO
  • 5. In associationwith: Presented by: Mobile Trends
  • 6. In associationwith: Presented by: Mobile Trends
  • 7. In associationwith: Presented by: Mobile Trends 50% of millennials shopped for cars on their phone 21% of adults in the US have multiple devices
  • 8. In associationwith: Presented by: Industries Adopting Mobile
  • 9. In associationwith: Presented by: Industry Disruption
  • 10. In associationwith: Presented by: And the Rest? faster, better, cheaper
  • 11. In associationwith: Presented by: Benefits Healthcare Energy, Construction, Utilities Government Other
  • 12. In associationwith: Presented by: Benefits 0% 20% 40% 60% 80% Staff more able to work remotely Speed of data availability Better collaboration Keeping paper out of the process Improved back-office efficiency Reduced logistics of forms and paper handling More competitive customer service Better data accuracy Better archives and compliance Freeing up process flows/approval cycles Staff mobility (60%). Speed of data availability (48%). Better collaboration (44%). Keeping out paper (28%).
  • 15. In associationwith: Presented by: Business Priorities 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% On-site access to manuals, drawings, operating instructions, etc., For expense claims and receipts For field staff to access, update or file reports back-to-base To file surveys, site inspections, assessments or damage reports As part of a formal document comment and approval process As electronic clipboards for tick lists, stock check, menu orders, etc. For electronic forms input as part of a financial, healthcare or new customer… To monitor staff or customer locations, movements, etc. For stroked or imaged approval signatures To image IDs and other on-boarding documents None of these We have no mobileprojects live or planned 60% have already integratedmobile into some business processes 85% have something planned or in progress
  • 16. In associationwith: Presented by: Start with Strategy Vs.
  • 17. In associationwith: Presented by: Business Needs
  • 18. In associationwith: Presented by: More than Technology
  • 19. In associationwith: Presented by: User Adoption
  • 20. In associationwith: Presented by: Potential Missteps not enough viewpoints lack of expertise wrong tools for the job Insufficient training and governance not understanding true pain point leading with technology instead of business needs
  • 21. In associationwith: Presented by: Evaluate Processes
  • 22. In associationwith: Presented by: Requirements Drive Technology
  • 23. In associationwith: Presented by: Training, Support Models, and More
  • 24. In associationwith: Presented by: Driving Mobile Success
  • 25. In associationwith: Presented by: Case Study: BGC Engineering
  • 26. In associationwith: Presented by: Case Study: Mitchells & Butlers
  • 27. In associationwith: Presented by: Thank you! Read more about the case studies just mentioned here, visit http://accesssciences.com/AIIM-Webinar-Workflow Or Contact me: Anne G. Tülek President & CEO atulek@accesssciences.com (713) 554-7570
  • 28. In associationwith: Presented by: Introducing our Sponsor Speaker Scott Morin Vice President,Sales
  • 29. In associationwith: Presented by: Top Use Cases for Mobile in Business– And How We Can Help
  • 30. In associationwith: Presented by: Segmentation, Targeting,Messaging, Offers Consistency, ResponsiveDesign, Conversion ? Forms &Applications © 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. The Critical but Forgotten Part of Brand Experience
  • 31. In associationwith: Presented by: Automating Document Workflow Processes FROM TO Ad hoc Structured& auditable Inefficient & slow Efficient & streamlined Cumbersome Collaborative IT-dependant Empoweredbusiness users
  • 32. In associationwith: Presented by: Convenient andsecure banking e-forms accessibleto clientswhenandwherethey want them. Find a solutionto digitize loanforms and documents to make form discovery,completion,and management easy andsecure. OBJECTIVE Adobe Experience Manager Forms (formerly Adobe LiveCycle) SOLUTIONS 5-weekturn-aroundfor project delivery RESULTS © 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14 Solution Showcase – Electronic Banking
  • 33. In associationwith: Presented by: Over 2,000 hours of data entrysavedinthe 1st monthofoperation. Find a responsive,e-formsolutionto offer enhancedmobility to community policingoperations,while maintaining the look-and-feel of a paper formto reduce adoptiontime. OBJECTIVE Adobe Experience Manager Forms (formerly Adobe LiveCycle) SOLUTIONS 50%reductionin form completiontime. RESULTS Chris Hellewell Senior V.P., Research & Development Spillman “With4Point’s expertise,the speedof developmentwasfast, which wasa definiteplus.Asa result,wewere able toswiftlyrespondto market demand.” © 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14 Solution Showcase – Mobile E-forms in Policing
  • 34. In associationwith: Presented by: © 2014 Adobe Systems Incorporated. AllRights Reserved. Adobe Confidential. 14 Solution Showcase – Mobile Patient Eligibility & Enrollment https://www.youtube.com/watch?v=ljKazNOtmxE
  • 35. In associationwith: Presented by: Reach out to 4Point in the next 30 days to set up a complimentary Business Assessment. info@4point.com 1 (855) 561-4187
  • 36. In associationwith: Presented by: Anne G. Tülek President & CEO atulek@accesssciences.com (713) 554-7570 Contact Us! Scott Morin Vice President, Sales scott.morin@4point.com Direct: (613) 907-6448 Toll-Free: 1 (855) 561-4187
  • 38. In associationwith: Presented by: AIIM Resources www.aiim.org/research Download AIIM Studies
  • 39. aiim.org/training • EnterpriseContent Management Improve customer and staff engagement, ensure compliance, and automate business processes. • Business ProcessManagement Map, design, and automate operational processes for your organization using a combination of strategies, change management, and technologies. • Taxonomy & Metadata Optimize navigation, findability, and information discovery through content classification. • InformationGovernance Create an information accountability framework that reduces costs, manages risk, and optimizes value. • Managing Records& eDiscovery with SharePoint 2013 Manage records, ensure compliance, and prepare for civil litigation requests. • Electronic RecordsManagement Know what to keep and what to discard as volume, variety, and velocity of digital information intensifies. AIIM Training
  • 40. In associationwith: Presented by: Enterprise Content Management (ECM) Business Process Management (BPM) Capture & Scanning Collaboration Content Analytics Electronic Records Management (ERM) Information Governance Search SharePoint Taxonomy & Metadata Web Content Management Access Industry Tutorials, Research, Webinars, and Expert Advice Blogs – all in one place Visit aiim.org/resource-centers AIIM Resource Centers
  • 41. In associationwith: Presented by: Survey and Feedback To take our Survey, click on the link in the Resources tab at the bottom of your screen. Tell us how we did today, and offer suggestions for topics of future events.
  • 42. In associationwith: Presented by: Upcoming Webinars October 14th ECM Should Not Be a Stand Alone System: Realize its true value with integration October 28th Clutter Busters: 3 Steps to Organizing,Finding, and Governing Your Information Register Today at www.aiim.org/webinars View our library of Webinars On Demand www.aiim.org/WebinarsOnDemand