1.
Underwritten by: Presented by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Find Your Power in the Cloud:
Reconciling Business Processes,
Collaboration, and Control
Presented May 15, 2019
Find Your Power in the Cloud:
Reconciling Business Processes, Collaboration, and Control

2.
Underwritten by: Presented by:
#AIIMYour Digital Transformation Begins with
Intelligent Information ManagementYour Digital Transformation begins with
Intelligent Information Management

3.
Underwritten by: Presented by:
Today’s Speakers
Lane Severson
Practice Lead
Doculabs
Rand Wacker
Head of Industry Solutions
Box
Host: Theresa Resek, CIP
Director
AIIM

4.
Underwritten by: Presented by:
Lane Severson
Practice Lead
Doculabs
Introducing our Speaker

5.
Underwritten by: Presented by:
The Evolution of ECM and Digital Transformation
• ECM began primarily to digitize paper documents – “Paper free by 93!”
• Workflow and pre-process ingestion introduced the ability to use content to complete a
task – not simply storing it post-process, as before
• Digital transformation requires a re-imagination of the entire process, often extracting data
from content at the beginning of a process or only creating a document at the conclusion
of a process
• Focus on customer experience and protecting customer data
Level 3
Paperless
Automated
Level 1
Paper Based
Manual
Level 2
Paperless
Manual
Level 4
Born
Digital

6.
Underwritten by: Presented by:

7.
Underwritten by: Presented by:
A Brief History of the Document
1970s 1980s 1990s 2000s 2010s

8.
Underwritten by: Presented by:
The Post-document World
Myriad of other ways today to gather and display information
Harness these modalities to gather data more efficiently,
with less friction, and with higher quality.
Apps
E-forms
IoT
Browsing data
Search data
Location/GPS data
SMS

9.
Underwritten by: Presented by:
Discussion
 What has changed about process digitization in
the past few years?
What has changed about process
digitization in the past few years?

10.
Underwritten by: Presented by:
Rand Wacker
Head of Industry Solutions
Box
Introducing our Speaker

11.
Underwritten by: Presented by:
Businesses need to
change how they
approach their
processes
/ We need to work seamlessly with a more extended
enterprise of customers, partners, and vendors
/ Employees expect a modern tech stack to power the new
way working
/ Organizations have to keep their IP secure and their
business compliant

12.
Underwritten by: Presented by:
Our Content Architectures have become Fragmented Silos
Custom LOB apps
built on IaaS
Enterprise content
management
File shares, email
and physical media
Consumer file sync
and share tools
Best-of-breed
SaaS apps

13.
Underwritten by: Presented by:
Making Business Processes Inefficient, Unsecure, and Costly
Creation Internal workflows Publishing ArchivingExternal collaboration
Exchange content with
internal teams and systems
Exchange content with
partners and vendors
Publish to internal and
external teams and systems
Retain and
govern content
Kick off
process
FTP

14.
Underwritten by: Presented by:
Discussion
 What are some overlooked places
(departments) where orgs see huge returns in
digitizing existing processes?

15.
Underwritten by: Presented by:
We Must Think of Content as a Strategic Asset

16.
Underwritten by: Presented by:
Discussion
 How can you best support collaboration
between IT and the business users for these
initiatives?

17.
Underwritten by: Presented by:
Discussion
 Which customers have been successful in
driving processes in the cloud?

18.
Underwritten by: Presented by:
Broadcom
NFS replacement
Saved $10 million in current and future IT costs by
migrating 18 million files and eliminating all Windows-
based servers
Vendor portal and onboarding
Built an external vendor portal to onboard vendors in multiple
locations and share the most up-to-date BOMs and contracts

19.
Underwritten by: Presented by:
FICO
Marketing collaboration
Enabled faster time to market by centralizing sharing with external vendors,
enabling concurrent editing using Office Online, and integrating with Microsoft
Teams
Sales productivity
Accelerated deal cycles by enabling reps to have 24/7 access to latest marketing
collateral. Streamlined contract negotiation and esignatures to speed up deals

20.
Underwritten by: Presented by:
Allstate
Digital inventory
Enabled customers to create an inventory of their home’s
items and store the information in the cloud, from any device,
anywhere via their Digital Locker app
Agent insight
Using Box Skills to get more insight into consumer products and
unstructured data to improve the customer experience with Allstate
Mobile

21.
Underwritten by: Presented by:
Discussion
 How does one get started to digitizing their
processes? How should one evaluate where to
get started?

22.
Underwritten by: Presented by:
Details on Capabilities and Opportunities
 Sort and rank opportunities:
 Best cases for automation are high headcount
 And rules-based, simple to moderately complex, stable, mature and
documented, structured and at least semi-structured docs and data, where UIs
are web or thick client
 5 basic cases
 Process is good:
4. Leave alone
5. Use BMP or AI for straight-
through processing
 Process is broken so:
1. Leave alone
2. Redesign (big project)
3. Use RPA duct tape

23.
Underwritten by: Presented by:
Discussion
 What outcomes should one measure to ensure
that their digitization process has been
successful?

24.
Underwritten by: Presented by:
Join us!
Box webinar – June 5th at 11am Pacific
Registration link in Resources
Simplifying enterprise workflow:
Announcing the all-new Box Relay

25.
Underwritten by: Presented by:
To Learn More
Lane Severson
lseverson@doculabs.com
630.418.7000
Read More
www.doculabs.com/severson