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

trinsoft.com 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.

trinsoft.com 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

trinsoft.com What is it? Also known as… Content Management Enterprise Content Management Workflow Digital Asset Management Document Imaging Records Management

trinsoft.com 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

trinsoft.com 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

trinsoft.com What’s in it for me? Sample ROI Calculation

trinsoft.com 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

trinsoft.com Is it feasible? Entry points 1.Scan and store 2.Retrieve 3.Workflow 4.Integration

trinsoft.com 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)

trinsoft.com Where to start Process – Find the value – Understand your needs – Document the process – Map content to process – Improve – Apply – Refine

trinsoft.com Where to start Let us help – People Experience Integrity Culture – Process Integration – Product Flexibility Ease of Use Powerful

trinsoft.com Q & A

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