1. Your Knowledge Is Trapped
KM World
Paul Gorman
November 7, 2018

2. Goals and Objectives Today
Where Your Information Lives
Freeing Your Knowledge
Components of a Comprehensive Solution

3. This is not useable knowledge

4. It looks organized..but neither is this
The Issue Is the medium…

5. Business Infomation
Lives on Paper…

6. Time Wasted Looking For Documents
You don’t even want the document, you want the data on the document…but “According to a McKinsey report, employees spend 1.8 hours every day—9.3 hours per week, on average—searching and gathering information from documents.” “In an IDC white paper the authors share that a global survey of 1200 information workers and IT professionals found that they spend an average of 4.5 hours a week looking for documents.”
Sources “
IDC’s Information Worker Survey. June 2012

7. Problem Found…
Archaeological evidence of papermaking is often attributed to Cai Lun, who was an imperial eunuch official of the Han dynasty (202 BCE) As an information system can we all agree that paper qualifies as a legacy technology? Paper is a terrible medium with which to store your knowledge.

8. A PDF Document in a Shared Drive
Replacing a File Room with… A Shared Directory…electronic files Same problem different medium.

9. Freeing Your Knowledge
Turning Information into Data
Using Data Effectively
Can’t Use it if you Can’t Access It
Connecting Your Data Silos
Visibility Into Processes
Meeting Regulatory Requirements

10. Getting at the data

11. Turning Information into Data
Capture ALL file types right on location, with minimal human interaction
Are we capturing ALL relevant documents/information?
Are we capturing as early in the process as possible?
Is there any manual data entry we could eliminate?
Are we extracting all the relevant data from the documents?

12. Using Data Effectively

13. Using Data Effectively
Automate processes and facilitate users
Are we automating ALL appropriate steps and processes?
How are the users handling exceptions?
Is data also being managed in excel/ /sticky notes?
How are signatures and revisions being handled?
Where can workflows be accessed?

14. Can’t Use it if you Can’t Access It

15. Accessing Data Effectively
Instant secure access for everyone who needs it
Is each user using the most appropriate access for their role?
Could this solution benefit from mobile access? Offline access?
Are the users wasting time switching screens between KMS and other applications?
How do people outside the organization get access to information?

16. Connecting Your Data Silos

17. Connecting Data Silos
Code-less integrations with multiple applications.
Synchronize data behind scenes. More than just retrieval.
Is your KMS integrated with ALL the related applications?
Would the solution benefit from a two-way data exchange or is Application Enabler (screen scrape) more appropriate?
Could the users benefit from doing more than a document retrieval integration? folder?
Would a live always on integration be a better choice?

18. Visibility Into Processes

19. Visibility Into Processes
You Can’t Manage What You Can’t See.
Do managers have insight into their processes or system performance?
How soon do you know the immediately obvious?
Are you fully prepared for an audit?
How do you measure the ROI of your KM system?

20. Meeting Regulatory Requirements

21. Visibility Into Processes
Affordable redundancy with automated retention
Is the solution fully secure according to your regulations?
Think: DDS, encryption, https
How is are you handling the retention requirements?
EVERYONE has retention requirements!!
Are the documents in the KMS protected by copies or another technology?

22. Build an unlimited number of business solutions
A Single Platform for Rapid Application and Solution Development
Only Hyland, creator of OnBase, provides these capabilities on one highly-configurable product platform developed by one company on one codebase. This allows you to easily configure an unlimited number of content-enabled applications and solutions to manage content, processes and cases across your entire enterprise.
BPM
Case Management
ECM
Cloud-Based Document Sharing
Capture

23. HRIS CRM ERP Secure and encrypted Native Mobile Apps
Integrated with existing applications
Central Point of Integration With Your IT Environment
By combining these essential capabilities in one platform which seamlessly integrates with your existing environment,
ERP
HRIS
CRM
Home Grown
ERP
CRM
HRIS
Home Grown Application

24. A Single Platform for Rapid Application and Solution Development
BPM
Case Management
ECM
Cloud-Based Document Sharing
Capture
By combining these essential capabilities in one platform which seamlessly integrates with your existing environment,
Secure and encrypted
Native Mobile Apps
Central Point of Integration With Your IT Environment

25. Questions?

26. Next Phase Solutions Headquartered in Oviedo, Florida
Began Hyland - OnBase partnership in 1997
Extensive experience in private and public sectors
Focused on Federal, State, and Local Government
Our purpose is to make our clients more efficient
Our priority is a long-term partnership
Paul Gorman

27. Thank you!