1. Making ECM Work for Your Company: Things to Consider to Ensure Success Johnny Gee CTO & Principal Architect Beach Street Consulting

2. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Agenda Who am I Implementation strategies Getting to know each other Getting things done Making sure things are right Refine and enhance Moving forward

3. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Who am I Johnny Gee, CTO of Beach Street Consulting 18 yrs of ECM experience; still hands on Over three dozen clients in various fields Government & Intelligence Banking & Insurance Manufacturing Media & Publishing Government & Intelligence Banking & Insurance Manufacturing High Tech

4. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Old Way

5. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Modern Way

6. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. My Way

7. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Getting to know each other Identify Exec Champion Assemble Workgroup Review Challenges Identify Metrics

8. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Getting to know solution Demo Solution Review Goals Document Requirements in Context of Processes

9. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Getting things done Adapt & Refine Solution Develop (if need be) Begin Integration Discussions

10. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Making sure things are right Validate Against User Scenarios Start Promoting Solution Campaigning

11. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Refine and enhance Demo Updated Solution Refine Requirements Set Expectations Get More User Buy-In

12. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Moving forward UAT & Training Deployment & Go-Live Migration Governance Rinse and Repeat Think about other solutions

13. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Change Management Training & Retraining Validate ROI Campaigning Successes

14. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Migration Identify content sources Identify the value content Identify the risk of not migrating Evaluate cost against risk and value

15. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. Governance Set up governance committee Establish & enterprise information model Prioritize ECM & BPM initiatives

16. © Copyright 2014 Beach Street Consulting, Inc. All rights reserved. ECM/BPM Centric Solutions Contracts Management Accounts Payable/Invoice Automation HR Automation Onboarding & Off boarding Performance Appraisals Expense Management Content Publication

17. Questions