Simple & Secure Human Resources: Document Automation & Easy ECM
-
Upload
zia-consulting -
Category
Recruiting & HR
-
view
569 -
download
1
description
Transcript of Simple & Secure Human Resources: Document Automation & Easy ECM
![Page 1: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/1.jpg)
Simple + Secure Human Resources
Gi LeeDirector, Solutions Engineering
Phil RobinsonSVP Business DevelopmentZia Consulting
![Page 2: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/2.jpg)
Content Everywhere
Recruiting
Onboarding
Management
Leaving
![Page 3: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/3.jpg)
• 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
![Page 4: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/4.jpg)
• 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
![Page 5: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/5.jpg)
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:
![Page 6: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/6.jpg)
• Any “Paper/Person-Centric” Process• Supporting Documents• Complex (Uncontrolled) Business
Processes
• Recruiting• Onboarding• Change of Status• Termination / Resignation• And more….
HR Automation Solutions – Where?
![Page 7: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/7.jpg)
• ROI < 9 months.
• 50%+ increase in Productivity.
• Improved “Customer” Satisfaction.
• Enhanced Compliance.
• Actionable Analytics.
HR Automation Solutions – Why?
![Page 8: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/8.jpg)
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?
![Page 9: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/9.jpg)
HR Automation Case Study:
Recruiting
![Page 10: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/10.jpg)
• 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
![Page 11: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/11.jpg)
• Virtually Any File Type• Compare Original / Signed Docs,
Different File Formats• Annotation with Changemark ™ Notes –
including Audit trail of comments
Enterprise Viewing
![Page 12: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/12.jpg)
IGC + HR
• EEOC Compliance, eDiscovery, Records Management
• Redact Employee Data to securely share employee records, salaries, personal information – across multiple user groups
![Page 13: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/13.jpg)
• Template-Based• “Initiation” of Case• Updates
• Document Assembly
• Routing• Review, Approve, Request Action• Via Email, Secure Cloud Site
• Declare Record
Smart Workflow
![Page 14: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/14.jpg)
• Simplified UI• Role-Based • Easy to Adopt (minimal user
training)
• Powerful Business Processes• Advanced Workflow
• Future Proof
Alfresco Workdesk: Case Management
![Page 15: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/15.jpg)
Business Roles & Dynamic Views
HR
Legal
Finance
Perso
naliza
tion
Busin
ess R
ole
s
AlfrescoContent Repository
Workdesk enables you to see the right content, at the right time, based on your business role.
Standard Alfresco Share web & mobile views
![Page 16: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/16.jpg)
• Email Integration – Outlook, Gmail• Office/Google Docs Integration
• HCM/HR Integration – Oracle, SAP…
• Point-to-Point• Enterprise Service Bus
Enterprise Integration
![Page 17: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/17.jpg)
• Secure Login• Initial Application• Download Documents• Upload Documents• Check Status
• Simple Design & Branding
• Asset Re-use Across Sites
Applicant/Employee Site
![Page 18: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/18.jpg)
• 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
![Page 19: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/19.jpg)
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
![Page 20: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/20.jpg)
HR Automation Demo:Employee Onboarding
![Page 21: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/21.jpg)
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
![Page 22: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/22.jpg)
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
![Page 23: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/23.jpg)
http://blogs.alfresco.com/wp/connected-enterprise-survey-results/
![Page 24: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/24.jpg)
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
![Page 25: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/25.jpg)
Solving the ECM Tug of War
Increase Easy = Increase ECM User Adoption =Improved Control & Compliance
How?
EasyECM for HR
Powered by
![Page 26: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/26.jpg)
HR EasyECM Case:Performance Reviews
![Page 27: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/27.jpg)
Simple Collaboration
• My Tools• Email Integration• Office & Google Docs• Enterprise Search
• Internal – Your Teams, Your Offices
• External – Applicants, Other Third Parties
• Enterprise Mobile
![Page 28: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/28.jpg)
• Internal Collaboration• Share Sites or Alfresco Workdesk• Integrated with your Tools• Advanced, Automated Workflow• EasyRM
Simple Collaboration:“As Easy as Dropbox or Box.net”
![Page 29: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/29.jpg)
• Email documents into repository• Drag & drop from email• Send & file• Email + Workflow
Email Integration
![Page 30: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/30.jpg)
Office Workdesk
• Direct access to content and meta data
• Search, Create, Edit
• No installation• Supports various
productivity applications
![Page 31: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/31.jpg)
• External Collaboration• Secure Applicant/Partner Site• Simple Cloud Sharing• Workflow Enabled• Stored in Alfresco• EasyRM
Simple Collaboration:“As Easy as Dropbox or Box.net”
![Page 32: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/32.jpg)
![Page 33: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/33.jpg)
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
![Page 34: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/34.jpg)
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
![Page 35: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/35.jpg)
So…
How do you get there?
![Page 36: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/36.jpg)
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
![Page 37: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/37.jpg)
Introducing ICE
InitialConsultingEngagements (ICE)
Fixed PriceFixed Duration
Based on methodology from 100+ successful Alfresco Projects!
![Page 38: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/38.jpg)
What is ICE?
Three Levels• Departmental• Corporate• Enterprise
Three Phases• Discovery Process & Assessment• Technical Assessment• Roadmap & Project Management Plan
![Page 39: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/39.jpg)
Zia Migration Services
• FROM: xxx
• TO: yyy
• WITH:• Proven Methodology• Proven Migration Tools
![Page 40: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/40.jpg)
Your Point of Origin
• Legacy ECM / Sharepoint• Embedded or Vertical-
Specific ECM Systems• Email / File Share
![Page 41: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/41.jpg)
Your Destination
• Your Data Center• Alfresco Cloud• AWS + Alfresco• Zia Managed Cloud• Other Cloud/Hosted
Options
![Page 42: Simple & Secure Human Resources: Document Automation & Easy ECM](https://reader035.fdocuments.us/reader035/viewer/2022062319/5588f6a0d8b42aa8418b45f6/html5/thumbnails/42.jpg)
• 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?