A brief overview of AIIM's Industry Watch; Case Management and Smart Process Applications.
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Market Intelligence Intelligent Case Management Presented by:
Bob Larrivee, Director of Custom Research Eye on the Industry
Market Intelligence Catalog casework across the enterprise
Document related content and processes What Do I Do?
Market Intelligence Research Shows Have problems with data that
exists across multiple systems. Cannot link directly to the RM
system. Cannot automatically capture inbound communications to the
case file.
Market Intelligence Case Management Systems - Integration Which
of the following systems would you consider critical for your case
management system to integrate with? N=168 AIIM 2014 Email 67%
Records Management 52% ECM 49% LOB 39% ERP/Finance 38% Search and
Analytics 34% CRM/Help Desk 30%
Market Intelligence Consider This Case management is an
orchestrated effort Coordinating content and process is key
Automation provides consistency Organizational buy-in is
critical
Market Intelligence Recommendations Bring all case documents
into a single content repository, or integrated access system.
Consider how additional modules, add-on products or replacement
systems might improve things. Consolidate multiple case-handling
mechanisms from other lines-of-business into a single much more
capable system. Seek to automate routing and sorting at the point
of capture in order to speed up response and improve
productivity.
Market Intelligence Thank You Download a free copy Case
Management and Smart Process Applications at www.aiim.org/research
To Contact Bob: [email protected] @BobLarrivee on Twitter
www.linkedin.com/in/boblarrivee
Market Intelligence www.aiim.org Eye on the Industry
