KnowledgeLake User Conference 2012Welcome to SharePoint ECM Heaven

Customer SuccessPlanning is everything

Asahi Kasei Plastics – North America

Overview

OpportunityRequirementsResults

Opportunity

APNA found KLKL asked to conduct a paid assessment of APNAKL had to compete against another firm to win APNA’s business

Opportunity

27 Different Interviews over 2 weeks2-3 Asahi Employees in each interviewEvery departmentRange from Executives to Custodial/Maintenance

Opportunity

Paper approvals, paper records, paper auditing, paper from digital recordsNo intranet, only a file shareNo standardizationZero workflow automationInability to find documentsSiloed departments and resourcesDuplication of effortEXCEL, EXCEL, EXCEL!!!

RequirementsFind what I need, I don’t care where it is

ECM is critical; move off the file shareAccessible

Available onsite and over the internetScalable

Start small, then grow to sister companiesNo-Code Solutions

Zero in house resources for developmentAutomated Workflows

IT HelpDeskBBS FormsBOCSApprovalsWork Packets

Phased Approach

Crawl(2012)

• ECM• Retire File

Share• Introduce

Minimal Workflow

Walk(2013)

• Process Improvement• Company-wide

workflow automation

• Embrace Lean and Six Sigma philosophies

• Increase hand-off to Asahi

Run(2014)

• Complete Systems Integration• Integration

with LOB apps

• Bring sister companies under SharePoint

Phase 1 - ECM

Zero standardizationZero governanceDuplication of DocumentsMany different versions in many different locations

Sending Documents

Finding Documents

REDBOOK

Phase 1 - Workflow

IT Help DeskStart from nothingIT manually tracks each interactionEmail, telephone calls, text messages, stopping in hallway

Behavioral Based SafetyEffects every employee at least 1x weekExtremely inefficient data gatheringPoor data qualityLost submissionsNot real time

IT Help Desk Screenshots

IT Help Desk Screenshots

IT Help Desk Screenshots

IT Help Desk Screenshots

BBS Screenshots

BBS Screenshots

BBS Screenshots

The 11th Hour

New Standardized Retention RequirementsContent Type Syndication HubContent Organizer Feature

Solution

Continuing Support

• Like other KL customers, APNA has limited resources and experience with SharePoint

• As a result, KL is working on a Managed Services offering

Session Take-aways

• ENTERPRISE-WIDE content mgmt

• Workflow and Metrics• Managed Services

Questions