1. Case Study - Converting Paper to Digital
AMOCO FCU

2. About Me: Courtney Stone, CRM, IGP
Records and Retention Manager for AMOCO FCU
Certified ECM Administrator
Certified ECM Workflow Administrator
VP of Communications – ARMA Houston
Advisory Board – Document Strategy Forum
Volunteer Writer – ICRM

3. Why?
Branch Expansion

4. Why?
Environmental Threats

5. Why?

6. Why?

7. Why?

8. Why?

9. Why?
Industry Threats

10. Why?

11. Why?

12. Why?

13. Why?

14. Why Internally?

15. Before

16. Before

17. Before

18. Before

19. Strategy

20. Success Stories

21. Lessons Learned

22. Lessons Learned

23. Lessons Learned

24. Lessons Learned