One of the more document-centric processes within any organization is Human Resources, with both company and regulatory requirements for documentation and data, ranging from Paper to Email to E-Forms. This presentation will show how to Renovate your HR Document Management systems including: *Employee Applications *Employee Onboarding *Employee Document & Records Management Join 2012 & 2013 Alfresco Partner of the Year, Zia Consulting, where we will detail how your Human Resources department can: Save Money With document automation solutions that remove the cost and complexity of Employee Applications and Onboarding, leveraging technologies from Capture to Workflow/BPM to Enterprise Integration. And provide the added benefits of increasing your productivitiy and delivering actionable analytics. Increase Control & Compliance By providing EasyECM solutions that actually get used – by being as simple as email or your own shared drives, while still providing enterprise-class document & records management capabilities including secure internal & external collaboration. How do you get there? The presentation will also discuss Zia's offerings to help you Renovate your HR ECM systems including: *Zia's Migration Services - moving you from Sharepoint, Documentum, OpenText or even Email or File Systems *Zia's Initial Consulting Engagements (ICE) - Fixed price packages to help you get started immediately at a price you can afford. From Discovery & Assessment to Implementation.

1. Simple + Secure Human Resources
Gi Lee
Director, Solutions Engineering
Zia Consulting
glee@ziaconsulting.com
Phil Robinson
SVP Business Development
Zia Consulting
phil@ziaconsulting.com

2. Content Everywhere
Recruiting
Onboarding
Management
Leaving

3. • ECM Challenges for Today’s HR
• Document Automation – Addressing the Cost
& Complexity of Your Processes
• EasyECM – Simple, Smart, Connected,
Controlled. No Training Required.
• How Do You Get There.
• What Next?
Agenda

4. • Cost & Complexity
• Applications, Onboarding, etc..
• Manual = Expensive, Slow, Error Prone
• Opaque = Poor “Customer” Experience
• “ECM Avoidance”
• Unmanaged Content (email, shared drives,
DropBox, Sharepoint)
• Unused Legacy ECM Systems
• Compliance/Security Concerns
ECM Challenges for Today’s HR

5. How can we help?
We Save You Money
with Zia’s HR Automation Solutions
We Increase User Adoption (of ECM)
with Zia’s EasyECM Solutions for HR
Supported through:
• Zia Solution Accelerators
• Zia Migration Services
• Initial Consulting Engagements (ICE)
Powered by:

6. • Any “Paper/Person-Centric” Process
• Supporting Documents
• Complex (Uncontrolled) Business Processes
• Recruiting
• Onboarding
• Change of Status
• Termination / Resignation
• And more….
HR Automation Solutions – Where?

7. • ROI < 9 months.
• 50%+ increase in Productivity.
• Improved “Customer” Satisfaction.
• Enhanced Compliance.
• Actionable Analytics.
HR Automation Solutions – Why?

8. 3 Core Components:
• Smart Repository
• Smart Workflow
• Enterprise Integration
Additional Components may include:
• Applicant/Employee Self-Service Website
• OCR-as-a-Service (Intelligent Capture)
• Electronic Signature
• Records Management
• Actionable Analytics
HR Automation Solutions - What?

9. HR Automation Case Study:
Recruiting

10. • Enterprise Document Management
• Version Control
• Enterprise Search
• Viewing + Annotation of Documents
• via Paper, Fax, Email, Upload
• Case Management UI
• Role Based
• Unique “eFolder” – docs + metadata
Smart Repository

11. • Virtually Any File Type
• Compare Original / Signed Docs, Different File
Formats
• Annotation with Changemark ™ Notes –
including Audit trail of comments
Enterprise Viewing

12. IGC + HR
• EEOC Compliance, eDiscovery, Records
Management
• Redact Employee Data to securely share
employee records, salaries, personal information –
across multiple user groups

13. • Template-Based
• “Initiation” of Case
• Updates
• Document Assembly
• Routing
• Review, Approve, Request Action
• Via Email, Secure Cloud Site
• Declare Record
Smart Workflow

14. • Simplified UI
• Role-Based
• Easy to Adopt (minimal user
training)
• Powerful Business Processes
• Advanced Workflow
• Future Proof
Alfresco Workdesk:
Case Management

15. Business Roles & Dynamic Views
HR
Legal
Finance
Personalization
BusinessRoles
Alfresco
Content Repository
Workdesk enables you to see
the right content, at the right
time, based on your business
role.
Standard Alfresco Share
web & mobile views

16. • Email Integration – Outlook, Gmail
• Office/Google Docs Integration
• HCM/HR Integration – Oracle, SAP…
• Point-to-Point
• Enterprise Service Bus
Enterprise Integration

17. • Secure Login
• Initial Application
• Download Documents
• Upload Documents
• Check Status
• Simple Design & Branding
• Asset Re-use Across Sites
Applicant/Employee Site

18. • From Paper to Electronic Documents
• Intelligent Capture Technologies
• Classification and Extraction without bar
codes or separator pages
• Structured (Forms) and Unstructured
• Mailroom Automation and/or
• “In Process Capture”
• Embedded in ECM/Workflow
• Automated Classification & Extraction
OCR-as-a-Service PARTNER OF THE YEAR 2013PARTNER OF THE YEAR 2012

19. OR
Securely sign within your Alfresco repository
• Legal Signature – eSign ACT & UETA
• Dual-Level Authentication
• Allows for Multiple Signatures
• Automatically Creates Secure PDF
• Integrates with Alfresco Workflow
Digital/Electronic Signature

20. HR Automation Demo:
Employee Onboarding

21. HR Challenges #2:
ECM Avoidance
NEEDED - “An ECM System that Works How I Do”
• Where I Work, With My Device
• Easy to Collaborate – Both Internal & External
• Helps Me Find Information in Content Chaos
• Bring Efficiencies to the Business of HR

22. HR Challenges:
Control & Compliance
“We Need to Address”
• The Dropbox / Box.net Problem
• The Laptop (or Shared Drive) Problem
• Email is not ECM!
• The Sharepoint (RM) Problem
“AND Simplify IT”
• Deploy, Manage, Support

23. http://blogs.alfresco.com/wp/connected-enterprise-survey-results/

24. The ECM Tug of War
Users
• Easy to Learn
• Easy to Use
• Easy to Share
• Email & Office Integration
• Enterprise Search
Enterprise IT
• Secure
• Compliant (RM)
• Simple to Integrate
• Upgradable
• Cost-Effective

25. Solving the ECM Tug of War
Increase Easy =
Increase ECM User Adoption =
Improved Control & Compliance
How?
EasyECM for HR
Powered by

26. HR EasyECM Case:
Performance Reviews

27. Simple Collaboration
• My Tools
• Email Integration
• Office & Google Docs
• Enterprise Search
• Internal – Your Teams, Your
Offices
• External – Applicants, Other
Third Parties
• Enterprise Mobile

28. • Internal Collaboration
• Share Sites or Alfresco Workdesk
• Integrated with your Tools
• Advanced, Automated Workflow
• EasyRM
Simple Collaboration:
“As Easy as Dropbox or Box.net”

29. • Email documents into repository
• Drag & drop from email
• Send & file
• Email + Workflow
Email Integration

30. Office Workdesk
• Direct access to
content and meta
data
• Search, Create, Edit
• No installation
• Supports various
productivity
applications

31. • External Collaboration
• Secure Applicant/Partner Site
• Simple Cloud Sharing
• Workflow Enabled
• Stored in Alfresco
• EasyRM
Simple Collaboration:
“As Easy as Dropbox or Box.net”

33. Work Anywhere: Mobile Workdesk
• Secure Mobile ECM
• Case Management Approach
• Unique “App/Server” Model
– Role-Based
– Department-Based
– “Relevant” Information
• IT Approved
– Single Enterprise Application
– Configured, not Customized

34. The Results: Easy
• NO TRAINING REQUIRED
• Easy to Deploy:
• Multiple Departments / Roles
• Multiple Offices / Geographies
• Your Hardware & Software Stack
• Cloud or Data Center
• Easy to Integrate
• Easy to Upgrade – Configured, not Customized

35. So…
How do you get there?

36. What is a Solution Accelerator?
• Existing IP
• Proven Methodology
• Defined Integrations
• Project Experience
Simple + Secure HR - Accelerator Components
• Alfresco Workdesk for HR
• Office/GoogleDoc Integration
• Email Integration
• Document Assembly
Zia Solution Accelerators

37. Introducing ICE
Initial
Consulting
Engagements (ICE)
Fixed Price
Fixed Duration
Based on methodology from 100+
successful Alfresco Projects!

38. What is ICE?
Three Levels
• Departmental
• Corporate
• Enterprise
Three Phases
• Discovery Process & Assessment
• Technical Assessment
• Roadmap & Project Management Plan

39. Zia Migration Services
• FROM: xxx
• TO: yyy
• WITH:
• Proven Methodology
• Proven Migration Tools

40. Your Point of Origin
• Legacy ECM / Sharepoint
• Embedded or Vertical-
Specific ECM Systems
• Email / File Share

41. Your Destination
• Your Data Center
• Alfresco Cloud
• AWS + Alfresco
• Zia Managed Cloud
• Other Cloud/Hosted Options

42. • Talk to Us / Talk to Our Customers
• Enterprise Trial – Alfresco/Ephesoft
Renovation Roadshow - http://www.ecmrenovation.com/
• DC (Tyson’s Corner) – June 24th
Learn More - http://www.ziaconsulting.com/home/resources/
• Webinars & Videos
• Data Sheets & Brochures
• Case Studies
Alfresco Summit 2014:
What Next?