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Agenda

• What is Document Management?• What’s in it for me?• Is it really feasible?• DOs & DON’Ts• Where to start• Q & A

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What is it?

• Document management, often referred to as Document Management Systems (DMS), is the use of a computer system and software to store, manage and track electronic documents and electronic images of paper based information captured through the use of a document scanner.

» AIIM.ORG – Association for Information and Image Mgt

• Document management is the capture, storage and retrieval of documents.

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What is it?

• A document management system (DMS) is a computer system (or set of computer programs) used to track and store electronic documents and/or images of paper documents. It is usually also capable of keeping track of the different versions modified by different users (history tracking)

» Wikipedia

• Files vs. Images

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What is it?

Also known as…• Content Management• Enterprise Content Management• Workflow• Digital Asset Management• Document Imaging• Records Management

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What’s in it for me?

• Huge ROI – potentially the best for any IT investment you can make

• Labor – Labor – Labor– Less Data Entry– Less File & Retrieve– Less Approval & Waiting– Less Searching

• Real dollars – directly to the bottom line

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What’s in it for me?

• InboundAutomation– The process of automating inbound electronic

content.• Volume is going up every day• Stop printing• Integrate with existing systems• Automatic search & retrieve

TM

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What’s in it for me?

Sample ROI Calculation

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Is it really feasible?

• Yes• Spend as little or as much as you want• Affordable for small volume• Know what you want• Solve a specific challenge with a tangible

payoff• Cloud or On-Premise

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Is it feasible?

Entry points1. Scan and store2. Retrieve3. Workflow4. Integration

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DOs and DON’Ts

• DON’Ts– Get locked in– Make it harder than it is– Do Nothing

• DOs– Identify the value– Keep it simple– Get started (it is costing you money every day you

wait)

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Where to start

• Process– Find the value– Understand your needs– Document the process– Map content to process– Improve– Apply– Refine

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Where to start

• Let us help– People

• Experience• Integrity• Culture

– Process• Integration

– Product• Flexibility• Ease of Use• Powerful

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Q & A

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tmorris@trinsoft.com

We appreciate YOUand your continued support!