Post on 14-Dec-2014
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Presented by Byron Aulick, CDIA+, ECMsPresident of DataVault, Inc.
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byron.aulick@datavault.com(508) 637-1416
Scanning as a Professional Service
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In regards to finding paper documents in the office, well run companies can find the document 95% of the time.
Question is.. how much is that 5% that they can’t find the file costing them??
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The Presenter.. Byron Aulick
❖OWN.. DataVault, Inc. with wife April Aulick
❖EXPERIENCE.. 25 years imaging, sales & tech
❖SME.. BTA, CompTIA, AIIM, DoD
❖HELP.. scanning bureaus internationally
❖TEACH.. CDIA [since 1999] and AIIM courses
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Agenda
❖What is scanning❖Why scan❖Research❖Opportunity❖Sales❖Details❖Submitted questions (new!)
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THE PROBLEM
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Research shows..
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THE SOLUTION
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DIGITIZE!
❖Find files from your desktop!
✓All benefits of electronic filing
require scanning first !
✓If the Supreme Court of USA
scans, the stage is set..
✓President Obama set aside 19 billion dollars for EHR
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Client’s Perspective..
❖Stop losing files❖Stop recreating docs❖Become efficient❖Compliance / Mandates❖GAIN-‐GAIN-‐GAIN❖Spend LITTLE-‐LITTLE-‐LITTLE❖Save; time, money❖Reduce frustration❖Perhaps have it underwritten..?
WHAT DRIVES THE NEEDMEET COMPLIANCE REGULATIONS
Most businesses have compliance regulations to meet (Fed & State) Industry specific requirements Massachusetts General Law 93h (or similar) to protect PII Medical – HIPAA (Health Information Portability & Accountability Act)
Federal Government – EFOIA Financial industry – GLBA eDiscovery requests
Streamlining business processes makes it easier to comply
AIIM SURVEY SAYS..
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WHAT -‐is the process?
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ELEMENTS OF an ECM system
Create /capture /acquire
Determine / apply meta data
Control / Manage / Secure
Output / Share
Archive
Retrieve / Use / Repurpose
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GRAPHIC DETAILS
❖CAPTURE PHASE
Pickup Document Prep Scan
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❖INPUT PHASE
Extract Data Key Data Merge
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❖STORAGE / RETRIEVAL PHASE
Store Access Retrieve
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SALES
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CAN AN OFFICE RUN WITHOUT PAPER?
❖..that is the “million dollar” question!✓Expected✓Used to✓Comfortable with it✓“always done that way”
How?..
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SALES PROCESS..
❖Talk -‐free. Consult -‐not free ❖Discuss their business and technical needs❖Educate (SEMINAR??)
❖Assess [or not..]❖Sample or ‘Proof-‐of-‐concept’❖Agree. Propose. Sign❖Pickup❖Begin..
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Your Perspective..
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WHY -‐offer scanning?
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POTENTIAL (STILL PAPER)
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POTENTIAL (STILL PAPER)
TAKING YOUR PIECEWHAT INCOME TO EXPECT
SCANNING SERVICES ALONE, WHEN DONE CORRECTLY, CAN BRING IN A PROFIT MARGIN OF UP TO 80%
LET’S SEE AN EXAMPLE
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How are YOU making $$ ?
❖Get paid for consulting..❖Conversion (outsource portions?)❖Special handling❖Storage in ECM (sell it, host it, use theirs)❖Maintenance contracts/License fees❖Grow to other departments❖Referrals
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What you need..
MENTOR
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HOW –can we help?
Contact: Byron Aulickbyron.aulick@datavault.com
(508) 637-1416
PHASE 3:marketing
sales trainingneeds assessment training
certification training (CIP, CDIA or ECMm)ongoing support
PHASE 1: One day “opportunity” class (execs) $ 895.00
PHASE 2: Prepare a business plan
(budget/forecast/market/competition/ROI, etc.)
On-site training (sales, staff and Supervisor)
Hardware/software selectionOperations Guide & workflow
BTA members get $250 off!