1. 1 ECM APPLICATIONS AND SOLUTIONS - PART 1 MODULE 8 ECM SPECIALIST COURSE 1 Copyright AIIM

2. ECM SPECIALIST COURSE Section 1: ECM Business Strategy Section 3: ECM Applications and Solutions Section 5: Foundations and Planning Section 6: Design, Deliver and Deploy Module 1: Introduction to ECM Program Delivery Modules 8 and 9: Applications and Solutions Module 14: Building a Foundation Part 1 Module 20: Design Part 1 Module 2: ECM Program Strategy Exam 3Module 15: Building a Foundation Part 2 Module 21: Design Part 2 Module 3: ECM Business Case Section 4: Business and Technology Assessments Module 16: Building a Foundation Part 3 Module 22: Develop Exam 1 Section 2: Change Management and Governance Module 10: Business Assessment Part 1 Module 17: Creating a Project Roadmap Module 23: Deployment and Operations Modules 4 and 5: Governance Module 11: Business Assessment Part 2 Module 18: Establishing a Project Plan Module 24: Continuous Improvement Modules 6 and 7: Change Management Module 12: Technical Infrastructure Module 19: Client Engagement Exam 2Module 13: Technical Assessment Exam 5Exam 6 Exam 4 2

3. 3  Understanding vertical industry and horizontal use cases  ECM as a platform for application development  Application development considerations  Case management  Contract management  Correspondence management  Considerations for application development  Module recap Copyright AIIM AGENDA

4. 4  Vertical use cases relate to specific applications in industry sectors o Financial services, insurance, healthcare  Horizontal use cases relate to specific applications in business units o Accounting, human resources, marketing, corporate legal  Match your specific needs to those specific cases in your organization Copyright AIIM VERTICAL AND HORIZONTAL USE CASES

5. 5  Particular ECM products will be more or less suitable depending on your business needs and technical environment  Evoke attributes of Enterprise Architecture Integration (EAI) to support content applications on common delivery platforms Copyright AIIM ECM AS A PLATFORM FOR APPLICATION DEVELOPMENT

6. 6  Core attributes to consider: o Tools to configure business rules o User interfaces that support industry or company-specific applications o Support for APIs or SDKs to facilitate integration with other line of business tools Copyright AIIM APPLICATION DEVELOPMENT CONSIDERATIONS

7. 7  Operates on bundles of content rather than individual documents or images  Adds functions like issue/incident reporting and investigation management to general ECM capabilities Copyright AIIM Image source: FBI CASE MANAGEMENT

8. 8  Applications often vertical market-specific  Auto insurance claims  Police investigations  Legal casework Copyright AIIM EXAMPLES OF CASE MANAGEMENT

9.  Auto insurance claims Source: IBM 9 Copyright AIIM Source: IBM EXAMPLES OF CASE MANAGEMENT

10. 10  Police investigations Copyright AIIM Source: Column Case Investigative EXAMPLES OF CASE MANAGEMENT

11. 11  Legal casework Copyright AIIM Source: www.needles.com Source: Needles Software EXAMPLES OF CASE MANAGEMENT

12. 12  Applications can be horizontal as well  Contract management  Correspondence management Copyright AIIM EXAMPLES OF CASE MANAGEMENT

13. 13  Enterprise Content Management application optimized to manage: o Contract terms and conditions o Version controls and secure collaboration with external parties o Effective and expiration dates o Signatures and approvals o Auditability o Financial reporting or compliance mandates Copyright AIIM CONTRACT MANAGEMENT

14. 14 Copyright AIIM  Correspondence intake may need to handle many forms: o E-mail, paper letters, faxes, scanned images, web forms, text messages or social media comments  Automates the identification, retrieval, and proper organization of relevant content components  Tracks the responses and assigns follow-up tasks as necessary  May route to subject matter experts, copy writers, translators, mail clerks CORRESPONDENCE MANAGEMENT

15. 15 Copyright AIIM  Used extensively in public sector  Often legislated response times to provide a reply to citizens, businesses, community groups  Correspondence solutions should make use of good document and records management  Integrated workflow enables accurate tracking  Recommended that solution follows Content Management Interoperability Services standard (CMIS) that will aid with integration into other content sources CORRESPONDENCE MANAGEMENT

16. 16 Copyright AIIM  Process understanding and enablement for success  Integration with other tools  Decision support tools and processes CONSIDERATIONS FOR APPLICATION DEVELOPMENT

17. 17 Copyright AIIM  Understanding vertical industry and horizontal use cases  ECM as a platform for application development  Case management  Contract management  Correspondence management  Considerations for application development MODULE RECAP