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#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt.

CaseStudyWebinar:LearnHowOneLargeInsuranceCompanySuccessfully

SharesandCollaboratesOutsidetheFirewalls

PresentedApril5,2017LearnHowOneLargeInsuranceCompany

SuccessfullySharesandCollaboratesOutsidetheFirewalls

AnAIIMCaseStudyWebinarpresentedApril5,2017

Underwri(enby:

TipsforPar(cipa(nginToday’sWebinar

§  GroupChat–totalkwitheachotherandwithus,foundintheiconsalongthebo(om.Note:everyonecanseeandpar0cipate.

§  CheckouttheResourcesavailabletoyoutoday,intheboxtotherightoftheslides.

§  Q&A–forquesLonsheldfortheend(andtechhelp).§  ASurveywillopenattheconclusionofthewebinar–we

valueyourfeedbackonhowwedidtoday.

Underwri(enby:

RobertBurkhartMobile&CollaboraLonInfrastructureLeader

BethVogelProductMarkeLngMgr,

CloudContentManagement

TheresaResek,CIPDirector

Today’sSpeakers

DavidJennessMessagingLead,ECM

Na(onwide Box AIIMIBM

Underwri(enby:

DigitaltransformaLonispressuringeveryorganizaLon

Users

•  Needtomodernizeoldprocesses•  Increaseengagementcustomersandpartners

ITorganizaLons

Business

•  Needtocollaborateacrossborders•  IncreasedenduserexpectaLons

•  Newsecuritythreats•  ITmiredinlegacysystemssupport

Underwri(enby:

Underwri(enby:

Organiza(onsStruggletoWorkEffec(vely

60%Workersthinkcollabora(ontoolsfromITaren’tuseful

93%Workersdonothavesupportformobileworkflows

(76%saiditwasessenLal)

50%ECMprojectshavelowerthanexpectedadopLonrates

76%Employeesthinkit’sacceptabletomoveconfiden(aldocumentstopersonaldevices

60%fromDimensionalResearch|93%fromAIIM|50%fromSystemscope|76%fromPonemon

Underwri(enby:

Na(onwideFoundaBeZerWay

Underwri(enby:

IT Employees Customers

ExternalcollaboraLondifficult

NoeasyaccesstoinformaLon

Manualprocesses

Remoteusershindered

CustomizaLon=cost

Tonsofdata

Limitedinsights&reporLng

Shidtomobile-firststrategy

Requirementsandneeds

NewPressuresDroveNa(onwidetoExpandtotheCloud…

Shidingdemographics=newchannelsandtacLcs

MobileisnowthepreferredconsumpLon

ExpectaLonofpersonalizedexperience

Underwri(enby:

..andExtendUpontheirEstablishedArchitecture

Underwri(enby:

Na(onwideArchitecture:Integrated,Flexible,Scalable

Plagorm

ECM

NetworkStorage

Powernext-gencontentdrivenapps

Govern,secure,audit,enableworkflows

Store,share,access,collaborateonfiles

Datacenter/LargeSiteFieldServiceCenters

FileSync/Share

Underwri(enby:

UseCasesAcrosstheSpectrumofComplexity

Platform

ECM

File Sync/Share

Network Storage

Document Portal Presentation System Payment System Replacement

Document Solutions Onboarding Voice, Video,& Document Submissions

3rd Party External Sharing Cabinet Document Collaboration Peripheral Replacement

PC Backup *Network File Shares *Secure File Transfer

Underwri(enby:

ManagingtheEn(reDocumentLifecycle

Platform

ECM

File Sync/Share

ECM

Legal Hold

App Users Content & View API Mobile SDKs

Workflow Metadata Document Retention

Search Collaboration Document Preview

Regulatory Compliance

Case Manager

Enterprise Key Management

Encryption DLP Device Trust

Rights Management eDiscovery

Document Watermarking Data Retention

Underwri(enby:

DeliveringValueAcrosstheOrganiza(on

Infrastructure•  ReducLoninpapercosts•  ReducLoninstorage

costs•  Avoidanceofduplicated

efforts,resulLngincostsavings

Risk•  CentralizedControl•  AudiLngandreporLng•  Reducedburdenof

eDiscoveryandcompliance.

•  SignificantlylessshadowIT

ProducLvity•  Accesstodatasecurely

fromanydevice•  Increasedcustomer

saLsfacLonscores•  Real-Lmeprocesses

•  Staffreassignedtovalue-drivingroles

Underwri(enby:

1.  DoyourResearch2.  Knowthenumbers3.  IdenLfyPainPoints4.  FindanExecuLveChampion5.  GetaTeamTogether6.  MarkeLng7.  Don’tGiveUp!

Implementa(onBestPrac(ces

Underwri(enby:

Ques(onstoAskYourBusiness

ContentManagement BusinessProcess CollaboraLon CostTake-out Security&Governance

•  DoIhaveacontentstrategy?

•  Howoldismydata?•  HowmanycopiesdoI

have?•  DidIhaveaccesstoa

documentthedeviceitwasstoredon?

•  Everlostdatabecauseofacomputerfailure?

•  DoIknowwhereallmydataisstored?

•  Areusersstoringdataincloudservicesalready?

•  Difficultyfindingstoreddocuments?

•  Doyouknowhowmanydocumentsyouaresendingtoyourcustomers?

•  Doyouwhattypeofdocumentsyouaresendingtoyourcustomers?

•  DoyouknowwhoissendingdocumentsoutsideofyourorganizaLon?

•  Doyoueveremail,fax,sendonDVDormaildocuments?

•  Doyouknowhowyourdocumentsarebeingusedaderyousendthem?

•  Isiteasytocollaborateandkeeptrackofchangesondocuments?

•  Isiteasytosharedocumentswithco-workersandcustomers?

•  WhoownscollaboraLon?

•  WhatwouldmakecollaboraLoneasier?Whatarethepainpoints?

•  WhodoescollaboraLonmeanthemosttoinmyorganizaLon?

•  WhatareyourprinLngcosts?

•  Whatareyourstoragecosts?

•  Whatareyourpostagecosts?

•  WhatcontrolsdoIhaveonmydata?

•  HowdoIsecuremydata?

•  Howdoyouprotectyourdata?

Underwri(enby:

Stop

TryingtomakethingsworkthroughcustomizaLon

Thinkingaboutwhatisnearterm

Thinkingyouknowwhereyourdataisandhowitisbeingused

ListeningtousersfrustraLonsandideas

Payingmorea(enLontoBusinessProcess

Thinkingaboutefficienciesyoucan

create

PartnerwithothersinyourorganizaLon

Evangelize,tellyourideastoanyonewhowill

listen

Don’tgiveup

Start Con(nue

Na(onwide’sLessonsLearned

Underwri(enby:

Leading content management, cloud, social, security and mobile capabili6es

and pla7orms with global reach

Leading cloud content management and

collabora6on pla7orm

Learnmoreatwww.box.com/partners/ibm

Underwri(enby:

IBM+Box=WorkflowMadeSimple

You’vejustaZendedanAIIMWebinar.

Whatnow?

Takeyourskillstothenextlevelbylearninghowtomap,design,capture,andautomateoperaLonalprocessesusinga

combinaLonofstrategies,andtechnologieswithAIIM’sTrainingCourses

www.aiim.org/training

Underwri(enby:

AIIMistheCommunityforInforma(onProfessionals

AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.

OurmissionistoimproveorganizaLonal

performancebyempoweringacommunityofleaderscommi(edto

informaLon-driveninnovaLon.

Learnmoreatwww.aiim.org