Zia ConsultingInitial Consulting Engagements (ICE)

Building the Right FoundationFor Your Deployment

Today’s Agenda

• Where do we deliver ICE?

• What is ICE?

• ICE Case Study

• Why Zia?

• What Next?

Where do we deliver ICE?

• Enterprise Content Management• Document & Records Management• Workflow/BPM• Powered by Alfresco

• Intelligent Document Capture• OCR Classification & Extraction• Ephesoft Inside

What is ICE?

Three Levels• Departmental• Corporate• Enterprise

Three Phases• Discovery Process & Assessment• Technical Assessment• Roadmap & Project Management Plan

Three Levels of ICE

• Departmental• Single Product• Single Location• Minimal Customization / External Integration

• Corporate• Additional Products• Multiple Geographic Locations• Two or More Integrations• Custom Workflow Development

• Enterprise• Multiple Variables Exceeding Corporate• Custom Quote

Discovery Process & Assessment

Actions:• Review High-Level Goals• Determine Business Requirements• Review Application Requirements & IT ArchitectureTiming• Departmental – Typically 2 weeks• Corporate – Typically 3 weeksDeliverable – Documented Findings on:• Product Fit (Alfresco / Ephesoft)• How Product Addresses Business Requirements

Cost – Starting at $12k + T&E for Departmental

Technical Assessment

Actions:• Technical Review covering Deployment

Architecture, Systems Integrations, Disaster Recovery, High Availability & other technical requirements

• Delivered by Zia Business Analyst & ECM ArchitectTiming• Departmental – Typically 2 weeks• Corporate – Typically 3 weeksDeliverable• Initial Technical Solution Specification & Design

Cost – Starting at $20k + T&E for Departmental

Roadmap & Project Mgmt Plan

Actions:• Build Project Roadmap based on output from

Business & Technical Assessment• Includes Project Management & Implementation

Plan with Success Criteria & Solution Adoption Matrix

Timing• Departmental & Corporate – Typically 1 weekDeliverable –• Project Management Plan• Solution Adoption Matrix

Cost – Starting at $8k for both Departmental & Corporate

ICE Case Study

Company • Leading Electronic Design &

Semiconductor Mfr. Technologies• Alfresco, MuleSoft, JasperSoftICE Components• Discovery Process &

Assessment• Technical Assessment• Followed by ImplementationResults• Project Completion < 9

months• Advanced Workflow• ERP & BI Integration

Leading WW Partner for Alfresco & Ephesoft

We Deliver• Rapid ROI via Document Automation Systems• Increased User Adoption via EasyECM Solutions

We Provide (Services to Get You There)• Initial Consulting Engagements (ICE)• Zia Migration Services

Why Zia?

Vertical Focus Areas

• Financial Services• Mortgage• Insurance• Banking

• Government• State/Local

• Technology & Telco

• Manufacturing

Departmental Focus AreasZia’s Simple + Secure Back Office

Corporate Functions

CorporateLegal

Human Resources

TaxAccounts Payable

Procurement / Contracts

• ICE Initiation Call• Talk to Us / Talk to Our Customers• Enterprise Trial – Ephesoft/Alfresco

Renovation Roadshow - http://www.ecmrenovation.com/• Dallas – May 8th

• Denver – May 15th

• Chicago + more!

Learn More:• ICE Homepage - http://www.ziaconsulting.com/ice/• Resources - http://www.ziaconsulting.com/home/resources/• Webinars & Videos• Data Sheets & Brochures• Case Studies

What Next?