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Underwri(en by: Informa(on Is Your Most Important Asset. Learn the Skills to Manage It Pu;ng the Power of Business Automa(on into the Hands of Your Business Managers Presented October 19, 2016 Pu;ng the Power of Business Automa(on into the Hands of Your Business Managers An AIIM Webinar presented October 19, 2016

[Webinar Slides] Putting the Power of Business Automation into the Hands of your Business Managers

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Underwri(enby:

#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt

Pu;ngthePowerofBusinessAutoma(onintotheHandsofYour

BusinessManagers

PresentedOctober19,2016

Pu;ngthePowerofBusinessAutoma(onintotheHandsofYourBusinessManagers

AnAIIMWebinarpresentedOctober19,2016

Underwri(enby:

NeilYoungCEOFlowForma

Host:TheresaResekDirectorAIIM

Today’sSpeakers

BobLarriveeVP&ChiefAnalystAIIM

Underwri(enby:

BusinessChallenges

§ ManyorganizaMonsfacesimilarchallenges§  HumanResources§  Clientengagement§  ContractManagement§  EnablingandacceleraMnginnovaMon

Underwri(enby:

TheSurveySays!

InWhichofthefollowingprocessesispaperincreasing?

Substan(alpaperreduc(onsseeninHRforrecruitment(49%)andthe

employeelifecycleoverall(48%)

Source:AIIMIndustryWatch:Paper-Free2016–AreWeThereYet?

Underwri(enby:

EmployeeOn-Boarding

§  NewHire§  IniMalWelcome§  CollectrelevantinformaMon

§  Payrollandbenefits§  CompanyPoliciesReview

§  IniMate/tracktrainingopMons§  Providereviewcriteria

§  30/60/90days

Underwri(enby:

Insights

§ Whathaveyouseeninyourcustomerbase?§  HoworganizaMonsyouareworkingwithaddressingtheseissues?

Underwri(enby:

EmployeeOn-Boarding

NewHireApproval

NewJoinerProcess

WelcomePack[Digital!]

30/60/90DayFeedback

PerformanceReviews

Movers/Shakers

Leavers

Underwri(enby:

ClientEngagement

§  ResponsivenessisVital§  ProcessStructureandVisibility

§  SecureCapture§  ClientprovidedinformaMon

§  AutomatedResponse§  Acknowledgements,NoMficaMons

Underwri(enby:

TheSurveySays!

Whatarethestrongesttriggersinyourorganiza(onforconver(ngmoreprocessestopaper-free?

Improvedcustomer

responseisinthetopthreealongwithprocess

reviews,andcostsavings

Source:AIIMIndustryWatch:Paper-Free2016–AreWeThereYet?

Underwri(enby:

Insights

§ Whathaveyouseeninyourcustomerbase?§  HowareorganizaMonsyouareworkingwithtakingtheirfirststeps?

Underwri(enby:

ClientEngagement

Underwri(enby:

ClientEngagement–FirstSteps

Identify

SoluMonSpecific–FocusonAKeyBusinessOutcome

Test&Learn

Mode2Delivery–AdapMve/Agile

TransformStrategy

WidespreadAdopMon–DigitalProcess

Workplace

Iden(fy

Underwri(enby:

ContractManagement

§  IniMaMon§  Reviewsandapprovals§  Statustracking§ Mobilesupport

Underwri(enby:

TheSurveySays!

Whichofthefollowingwoulddescribeyourofficeortypicalofficesinyourorganiza(on?

Themajorityofrespondents(65%)saytheyares(llsigningcontractsinpaperform.

Source:AIIMIndustryWatch:Paper-Free2016–AreWeThereYet?

Underwri(enby:

Insights

§ Whathaveyouseeninyourcustomerbase?§  HowareorganizaMonsyouareworkingwithtakingtheirfirststeps?

Underwri(enby:

ContractManagement

Underwri(enby:

Innova(on

§  IdeageneraMon§  CollaboraMon§  Developmentandrefinement§  Launchandimprove

Underwri(enby:

TheSurveySays!

Whathavebeenthethreebiggestbenefitsofyourmobile/portablecaptureprojects?

Speedofdataavailabilityisthegreatestbenefitof

allrelatedtomobilecapture(44%)whichin

turnreducescycle(mes(28%)

Source:AIIMIndustryWatch:Paper-

Free2016–AreWeThereYet?

Underwri(enby:

Insights

§ Whathaveyouseeninyourcustomerbase?§  HowareorganizaMonsyouareworkingwithtakingtheirfirststeps?

Underwri(enby:

Innova(on

Underwri(enby:

PrimeOpportuni(es

§  Industries§  Finance,Banking,andInsurance§  Healthcare§  Yours…

§  Processes§  ReviewandApproval§  Contractsandagreements

Underwri(enby:

WhattoConsider

§  Productusability§  CollaboraMvecapabiliMes§  eSignaturesupport§  Scalability

Underwri(enby:

NextSteps

§  Documentaprocess§  IdenMfywhoisinchargeofradicalprocessreview

§  DonotlimityourpossibiliMestobewithinthecorporatewalls

§  Promotesuccesses

Underwri(enby:

HowFlowFormaBPMDeliversValue

SpeedtoDeliverFlowFormaBPMallowsyoutobuildandpublishonlinebusinessprocesssoluMons10(mesfasterthantradiMonalsobwaredevelopmenttools.

UserEmpowermentProcess/BAfocusedasopposedtotechnical/developerfocused,thisintuiMvenessofFlowFormaBPM,willempowerprocessownerstoquicklybuildprocessesthemselves.

BeierValueforMoney(3in1)FlowFormaBPMcombinesforms,workflowanddocumentgeneraMonservicesinonemobilefriendlytool,providingyouwiththemostcompe((veprice,andanameduserlicencemodel,managedbyyou!

Collabora(veDecisionMakingFlowFormaBPMsupportsmul(pledecisionmakingwithsecureonlinevoMngfuncMonality,publicandprivateballoMngwithe-signatures,securelyandtraceably.

Underwri(enby:

FlowFormaBPM–SampleCustomers

Underwri(enby:

Revolu(onizingtheTradi(onalBPMWorld

FlowFormaBPMisanawardingwinningtool,thatwilladdvaluetoyourbusinesswith:§  RapidinstallaMon§  Nocode,simplylogic§  QuickuseradopMon(toolintuiMvenessandSureStart)§  Empoweredprocessownersdeployingprocesses10

Mmesquicker§  A3-in-1toolatahighlycompeMMvepricewithan

addedlayerofcollaboraMvedecisionenablement

§  MaximisaMonofyourexisMngMicrosobinvestments§  Uniquelylinksworkflowanddecisionmaking

“IneededatooltobeabletodevelopworkflowsthatwassimpleenoughthatIwouldn’tbebeholdencustomcoding,yetpowerfulandflexibleenoughtododesignprocessesthatmeetsourneeds.IwasabletotakeourpreviouslyundocumentedprocessesandformalizethemusingrulestoenforcebehaviorinamaHerofweeks.”

MikeTorresNisga’a

Best European

Office 365

App 2015

VOTED

Underwri(enby:

NextSteps

FlowForma5.0-TheBPMToolforOffice365EmpowersUserstoMakeInformedDecisionsWatchvideo@h(p://www.flowforma.com/flowforma-latest-update-5.0-demo-video

TryaFreeTrialDiscoverFlowFormaBPMforyourselfbysigninguptoaFREE30DAYTRIAL@h(p://www.flowforma.com/sign-up-for-a-free-30-day-flowforma-trial

Underwri(enby:

StayinTouch

NeilYoungCEO,FlowFormaT:+353(0)15369675E:[email protected]:www.flowforma.com

Yourques(ons

arewelcomed!

Underwri(enby:

AIIMistheCommunityforInforma(onProfessionals

AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.

OurmissionistoimproveorganizaMonal

performancebyempoweringacommunityofleaderscommi(edto

informaMon-driveninnovaMon.

Learnmoreatwww.aiim.org