Scanning as a Professional Service webinar v2.6

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Presented by Byron Aulick, CDIA+, ECMsPresident of DataVault, Inc.

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[email protected](508) 637-1416

Scanning as a Professional Service

mailto:[email protected]


Copyright (c) 2013 DataVault, Inc. v2.4 2

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??


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


Agenda

❖What is scanning❖Why scan❖Research❖Opportunity❖Sales❖Details❖Submitted questions (new!)


THE PROBLEM


Research shows..

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THE SOLUTION

Copyright (c) 2013 DataVault, Inc. v2.4

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


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..


WHAT -‐is the process?


ELEMENTS OF an ECM system

Create /capture /acquire

Determine / apply meta data

Control / Manage / Secure

Output / Share

Archive

Retrieve / Use / Repurpose


GRAPHIC DETAILS

❖CAPTURE PHASE

Pickup Document Prep Scan


❖INPUT PHASE

Extract Data Key Data Merge


❖STORAGE / RETRIEVAL PHASE

Store Access Retrieve


SALES


CAN AN OFFICE RUN WITHOUT PAPER?

❖..that is the “million dollar” question!✓Expected✓Used to✓Comfortable with it✓“always done that way”

How?..


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..


Your Perspective..


WHY -‐offer scanning?


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


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


What you need..

MENTOR


HOW –can we help?

Contact: Byron [email protected]

(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!



Scanning as a Professional Service webinar v2.6

Documents

Transcript of Scanning as a Professional Service webinar v2.6