ORGANIC RETURN ON INVESTMENT - The Foundation for Resilient Enterprises We help companies LIKE YOURS to simplify the way to interact with your business documents processes. HOW DO YOU FEEL that your company would be if it ONLY has digital information?...and how would you find that ALL that information has the ability to automatically organize itself? In your opinion, what impact this change would have in YOUR COMPANY? Latourrette Consulting is a Global Lexmark Enterprise Software (KOFAX) Specialist partner providing Consulting and Implementation services of solutions based on the following products: KTA - Kofax Total Agility, KC - Kofax Capture, KTM - Kofax Transformation Modules, Kapow, Kofax Mobile SDK, Kofax Analytics and more... Do you fell you need to improve your Information Governance Skills, curate or leverage your ECM, BPM, Mobile or Social initiatives? We worked with these companies; SONAE, Sonae Sierra, Insurance companies, I2S, Conceito, Retail Consult, TAP, Equilibrium,Telecom Companies, Jonhson & Jonhson, and many others. Contact me: Latourrette Consulting e-mail: carlos@latourrette-consulting.com phone: +351912477410 Specialties: Strategic Consulting and Implementation Services for Information Management and Governance. KOFAX | LEXMARK ENTERPRISE SOFTWARE | KTA - KOFAX TOTAL AGILITY | KTM - KOFAX TRANSFORMATION MODULES | KOFAX ANALYTICS | KOFAX MOBILE CAPTURE | KAPOW | SOFTPRO DIGITAL SIGNATURES | OFFICE 365 | SHAREPOINT FOR ECM | AIIM TRAINNING PARTNER | VISIONEER ONETOUCH | XEROX DOCUMATE

1. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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Capture/Mobility/Social/Collaboration and BPM
In.line with your business… Experience matters!
The Foundation for Resilient Enterprises
ORGANIC RETURN ON INVESTMENT

2. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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In.line with your business… Experience matters!
Carlos Latourrette
CEO
carlos@latourrette-consulting.com
@clatourrette
http://www.latourrette-consulting.com
http://www.linkedin.com/company/latourrette-consulting
http://www.facebook.com/Latourrette.Consulting
http://twitter.com/#!/LatourretteCnsl
THANK YOU!
Rua do Outeiro
Porto
Portugal
IddNet
Leiria
Portugal
Pleasanton
San Francisco Bay Area
EUA
Vila Olimpia
São Paulo
Brasil

3. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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COMO CALCUAR O ROI DE UM
PROJETO PAPERLESS
All the information contained in this document is protected by internationals copyright laws. This document is integrant part
of Latourrette Consulting Methodology used to approach ECM and BPM projects. For this reasons shall not be transmitted
to third parties, by any means, without previous explicit consent from Latourrette Consulting.

4. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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5 ECM ROI MYTHS
AIIM.ORG
Myth # 3 – Total ROI for an ECM implementation can be identified up
front and accounted for in advance.
Reality: ROI for an ECM application can be partially identified before the
system is implemented. However, ECM is a tool that enables ongoing
process improvements and once successfully adopted, breeds further
expansion throughout an organization, with numerous new opportunities
for ROI that couldn’t have been identified at the beginning. The total ROI
for ECM over a one-to-five year period is usually substantially higher than
initially planned.

5. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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JONH MANCINI
AIIM INDUSTRY REPORTS

6. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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FORRESTER, CMS WATCH
&GARTNER
ROI on ECM gets a pretty bad rap. A Forrester Research survey found 49%
of companies couldn’t calculate the value of their ECM systems. Analyst
firm CMS Watch recently called technology ROI “fiction,” and Gartner has
written about the alternative “value of investment” (VOI).
49% OF COMPANIES CANT´T CALCULATE ECM ROI

7. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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ALAN PELZ-SHARP
Let me state my take on ROI calculations as clearly as I can. ROI
calculations for information technology are junk calculations, a fraud, a
nonsense, and a complete waste of time. Clear enough for you? Oh and
by the way, ROI calculations from software vendors are even worse...
ROI assessments are based on the simplistic formula of benefits minus
costs to calculate the return on your investment. But simple is not
always smart, and most if not all the of the benefits in such calculations
are by nature predictive. In other words they are guesses, and in my
experience, almost always overly optimistic -- and fatuous guesses at
that.
ROI CALCULATIONS...ARE A JOKE....

8. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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WHY RESILIENT ENTERPRISE
INVESTMENTS WITH ORGANIC
ROI?
PAPERLESS PROJECT ROI

9. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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WHY ORGANIC ROI?

10. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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Capture/Mobility/Social/Collaboration and BPM
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WHY ORGANIC ROI?

11. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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WHY ORGANIC ROI?
PORQUÊ?

12. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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WHY INCREASE PRODUCTIVITY OF KNOWLEDGE
WORK AND KNOWLEDGE WORKERS …?
• To maintain and increase the binomial productivity /
efficiency to higher levels without increasing operating
costs?
• To keep teams motivated?
• To create a strong sense of engagement among
employees at all levels of the organization, customers
and all other stakeholders?
• To create Organizational Resilience?
• To develop new forms of Revenue?

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LatourretteConsulting®2010-2015
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THE TIMES THEY ARE A-CHANGIN'
… (BOB DYLAN 1964)
WY ORGANIC ROI?

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CHALLENGES …
221 millions of new
Tablets in 2015... (IDC)
1500 millions of new Smartphones
in 2015 adding to 1200 millions in 2014... (IDC)

15. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
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Capture/Mobility/Social/Collaboration and BPM
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CHALLENGES …
221 millions of new
Tablets in 2015... (IDC)
1500 millions of new Smartphones
in 2015 adding to 1200 millions in 2014... (IDC)
72,1 millions (IDC)
26,4 millions 2014 155,7 millions 2019

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CHALLENGES …

17. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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CHALLENGES …
 No Reino Unido foram pagos £2.32
bilion com tecnologia contacless em
2014.....3 X mais que em 2013...
• Na Australia 69% das transações são
contacless...
• VISA Europe: 1.6 bilion Euros usando
pagamentos contacless ... em
MARÇO...

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CHALENGES… THREATS OR OPPORTUNITIES?

19. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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Capture/Mobility/Social/Collaboration and BPM
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CHALENGES… THREATS OR OPPORTUNITIES?

20. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
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MARKET INTELIGENCE GARTNER

21. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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MARKET INTELIGENCE AIIM

22. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
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MARKET INTELIGENCE AIIM

23. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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WALTER W. KOCH
… Obviamente as organizações precisam entender esta movimentação e
estar aptas a se posicionarem. Os que não o fizerem farão parte da vala
do Blockbuster e Barsa, pois segundo o relatório intitulado Digital Vortex:
How Digital Disruption is Redefining Industries, apresentado pelo DBT
Center (Global Center for Digital Business Transformation) em uma
iniciativa conjunta da Cisco e do International Institute of Management
Development (IMD) de Lausanne - Suíça, cerca de 40% das atuais
empresas em cada um dos 12 setores analisados irão desaparecer nos
próximos 5 anos.
DIGITAL TRANSFORMATION EFFECTS

24. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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WHAT ARE YOU SELLING/WHAT
ARE YOU BUYING?
BEWARE WHAT YOU ASK...VERY MUCH

25. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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Capture/Mobility/Social/Collaboration and BPM
In.line with your business… Experience matters!
We help companies like YOURS to simplify the way to interact with
your documents and business processes.
HOW DO YOU FEEL that your company would be if it ONLY has
digital information? ....
In your opinion, what impact this change would have in
YOUR COMPANY?
WHAT ARE YOU SELLING/BUYING? PAPERLESS?

26. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
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… “PAPERLESS”… THREAT OR OPPORTUNITY?

27. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
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… “PAPERLESS”… THREAT OR OPPORTUNITY?

28. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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… “PAPERLESS”… THREAT OR OPPORTUNITY?

29. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
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http://www.flickr.com/photos/verbeeldingskr8/3638834128/
• FAST
• ANYWHERE
• IN ANY FORMAT
IN A WORLD OF PAPERLESS IT’S CRUCIAL TO FILTER
AND SORT ALL THE INFORMATION CAPTURED …

30. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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Using implicit knowledge
...
… IT IS CRUTIAL TO FILTER AND CLASSIFY ALL
INFORMATION CAPTURED... AUTOMATICALLY …

31. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
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Capture/Mobility/Social/Collaboration and BPM
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RULE (GOVERN) THE TAXONOMY, UNIFORM
METADATA AND CONTENT TYPES
INFER AN INFORMATION ARCHITECTURE BASED
ON THE REAL INFORMATION USE THAT DERIVED
INTO A CLASSIFICATION PLAN
AUTO-CLASSIFY DOCUMENTS FROM MULTIPLE
POINTS (UPLOAD, SCANNING, FILE SHARE, PCs,
SOCIAL NETWORKS,…)
… ORGANIZE IT… SHARE IT… AUTOMATICALLY

32. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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Capture/Mobility/Social/Collaboration and BPM
In.line with your business… Experience matters!
We help companies like YOURS to simplify the way to interact with
your documents and business processes.
HOW DO YOU FEEL that your company would be if it ONLY has
digital information? ....
… and how would you find that ALL that information has the ability
to automatically organize itself?
In your opinion, what impact this change would have in
YOUR COMPANY?
WHAT ARE YOU SELLING/BUYING?

33. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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Capture/Mobility/Social/Collaboration and BPM
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PAPERLESS
Social
ECM BPM
Mobile
WHAT ARE YOU SELLING/BUYING?

34. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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Capture/Mobility/Social/Collaboration and BPM
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TOUCHLESS
PROCESSES
Social
ECM BPM
Mobile
WHAT ARE YOU SELLING/BUYING?

35. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
September 2015
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Capture/Mobility/Social/Collaboration and BPM
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ROADMAP FOR A RESILIENT TOUCHLESS
ENTERPRISE – LATOURRETTE CONSULTING®
Capture to Process – Focus on Auto-Classification and automatic
extraction of documents content
ECM/Governance - Focus on Content (Adoption via
Findability)
Mobilize Back-End Systems - Focus on Mobility and Digital
Signatures (Adoption via Engagement)
ECM & BPM – Focus on Integration of Content with processes
(Adoption via Process/Case/Content Contextualization)
Social Work – Focus on Business Process Conversation
(Adoption via Social Collaboration)
Training – Develop new competencies on ECM/EIM/SOCIAL/BIG
DATA (Focus on USER EMPOWERMENT)
AUTOMATION

36. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
LatourretteConsulting®2010-2015
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IN A CHANGING WORLD THE
INVESTMENTS WITH GREATER
RETURN ARE THE ONES THAT
WILL MAKE YOUR BUSINESS
MORE RESILIENT
WHY ORGANIC ROI MATTERS?

37. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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A MILLION DOLLAR ROI
“APENAS MAIS UMA COISA…!”…

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GOOD OR BAD MATH?
A MILLION DOLLAR ROI …

39. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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WHY INFORMATION MANAGEMENT ?
FOR EACH MONTLY 170.000 USD PAYED TO “KNOWLEDGE
WORKERS”
ARE LOST BETWEEN 60.000 USD AND 85.000
USD…EVERY MONTH
FOR EACH YEAR ARE LOST …
BETWEEN 700.000 USD
AND

40. Information Governance Challenges – Capture, Mobility, Social, Collaboration and BPM
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Carlos Latourrette
CEO
carlos@latourrette-consulting.com
@clatourrette
http://www.latourrette-consulting.com
http://www.linkedin.com/company/latourrette-consulting
http://www.facebook.com/Latourrette.Consulting
http://twitter.com/#!/LatourretteCnsl
MUITO OBRIGADO!
Rua do Outeiro
Porto
Portugal
IddNet
Leiria
Portugal
Pleasanton
San Francisco Bay Area
EUA
Vila Olimpia
São Paulo
Brasil