1. 1
Presented
by
Byron
Aulick,
CDIA+,
ECMs
President
of
DataVault,
Inc.
1
byron.aulick@datavault.com
(508) 637-1416
Scanning as a Professional Service
2. Copyright (c) 2013 DataVault, Inc. v2.4 2
In
regards
to
finding
paper
documents
in
the
office,
well
run
companies
can
find
the
document
95%
of
the
time.
Question
is..
how
much
is
that
5%
that
they
can’t
find
the
file
costing
them??
3. Copyright (c) 2013 DataVault, Inc. v2.4 2
The
Presenter..
Byron
Aulick
❖OWN..
DataVault,
Inc.
with
wife
April
Aulick
❖EXPERIENCE..
25
years
imaging,
sales
&
tech
❖SME..
BTA,
CompTIA,
AIIM,
DoD
❖HELP..
scanning
bureaus
internationally
❖TEACH..
CDIA
[since
1999]
and
AIIM
courses
10. Copyright (c) 2013 DataVault, Inc. v2.4
DIGITIZE!
❖Find
files
from
your
desktop!
✓All
benefits
of
electronic
filing
require
scanning
first
!
✓If
the
Supreme
Court
of
USA
scans,
the
stage
is
set..
✓President
Obama
set
aside
19
billion
dollars
for
EHR
11. Copyright (c) 2013 DataVault, Inc. v2.4 20
Client’s
Perspective..
❖Stop
losing
files
❖Stop
recreating
docs
❖Become
efficient
❖Compliance
/
Mandates
❖GAIN-‐GAIN-‐GAIN
❖Spend
LITTLE-‐LITTLE-‐LITTLE
❖Save;
time,
money
❖Reduce
frustration
❖Perhaps
have
it
underwritten..?
12. WHAT
DRIVES
THE
NEED
MEET
COMPLIANCE
REGULATIONS
Most
businesses
have
compliance
regulations
to
meet
(Fed
&
State)
Industry
specific
requirements
Massachusetts
General
Law
93h
(or
similar)
to
protect
PII
Medical
–
HIPAA
(Health
Information
Portability
&
Accountability
Act)
Federal
Government
–
EFOIA
Financial
industry
–
GLBA
eDiscovery
requests
Streamlining
business
processes
makes
it
easier
to
comply
15. Copyright (c) 2013 DataVault, Inc. v2.4
ELEMENTS
OF
an
ECM
system
Create
/capture
/
acquire
Determine
/
apply
meta
data
Control
/
Manage
/
Secure
Output
/
Share
Archive
Retrieve
/
Use
/
Repurpose
20. Copyright (c) 2013 DataVault, Inc. v2.4
CAN
AN
OFFICE
RUN
WITHOUT
PAPER?
❖..that
is
the
“million
dollar”
question!
✓Expected
✓Used
to
✓Comfortable
with
it
✓“always
done
that
way”
How?..
21. Copyright (c) 2013 DataVault, Inc. v2.4 14
SALES
PROCESS..
❖Talk
-‐free.
Consult
-‐not
free
❖Discuss
their
business
and
technical
needs
❖Educate
(SEMINAR??)
❖Assess
[or
not..]
❖Sample
or
‘Proof-‐of-‐concept’
❖Agree.
Propose.
Sign
❖Pickup
❖Begin..
26. TAKING
YOUR
PIECE
WHAT
INCOME
TO
EXPECT
SCANNING
SERVICES
ALONE,
WHEN
DONE
CORRECTLY,
CAN
BRING
IN
A
PROFIT
MARGIN
OF
UP
TO
80%
LET’S
SEE
AN
EXAMPLE
27.
28.
29. Copyright (c) 2013 DataVault, Inc. v2.4 22
How
are
YOU
making
$$
?
❖Get
paid
for
consulting..
❖Conversion
(outsource
portions?)
❖Special
handling
❖Storage
in
ECM
(sell
it,
host
it,
use
theirs)
❖Maintenance
contracts/License
fees
❖Grow
to
other
departments
❖Referrals
31. Copyright (c) 2013 DataVault, Inc. v2.4 29
HOW
–can
we
help?
Contact: Byron Aulick
byron.aulick@datavault.com
(508) 637-1416
PHASE 3:
marketing
sales training
needs assessment training
certification training (CIP, CDIA or ECMm)
ongoing support
PHASE 1:
One day “opportunity” class (execs) $ 895.00
PHASE 2:
Prepare a business plan
(budget/forecast/market/competition/ROI, etc.)
On-site training
(sales, staff and Supervisor)
Hardware/software selection
Operations Guide & workflow
BTA members get $250 off!