Next Generation Work Flow!

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Rebecca Paula Hodges
8 years ago
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1 Next Generation Work Flow! Using the cloud to improve data file handling and business processes Mitchell Fish, MBA Director of Informa?on Technology Integrated Financial SeClements 2015 NSSTA Structures 202 Program Las Vegas, NV Feb , 2015

2 About me! Started with Kenneth Wells and Associates in 1998 MBA from the University of Denver in 2002 Director of Informa?on Technology for Integrated Financial SeClements

3 The challenge! Tradi?onal data file storage methods becoming dated and constric?ve File security has become a larger issue and more clients are paying closer acen?on to how we handle PHI and PII both at rest and in mo?on Distributed workforces, home offices Addi?onal regulatory requirements may apply.

4 The landscape for many!! Many organiza?ons use e- mail to transfer electronic files and documents or worse, the dreaded electronic envelope Many organiza?ons use My Documents or local file servers to store and manage electronic files Backup of these systems is spocy, recovery can be a long and slow process How can we address these issues?

5 Wouldn t it be Nice?! If we could simply and securely store files in a common and accessible place regardless of our physical loca?on? If we could securely share those documents across our organiza?ons and with our clients? If we could work collabora?vely within our organiza?ons and with our clients?

6 Cloud Computing! Someone else s servers Accessed over the Internet If you use gmail, yahoo, or other online e- mail, you already use the cloud Hosted services, like online backup, hosted VoIP, hosted e- mail

7 Hosted File Services! Dropbox, Box.com, Google Drive, OneDrive, icloud Drive, Citrix ShareFile Store any kind of content (Docs, Excel, PDF, photos, video) Huge banks of servers and storage devices located in mul?ple data centers Levels of backup, fault tolerance, redundancy and security well beyond the means of most Structured SeClement organiza?ons

8 How does it work?!

9 Uses of Hosted File Sharing (Internal)! Support distributed workforces without expensive networks, VPN s Reduce IT expenses by not needing to maintain file servers Access anywhere to files PC s, tablets, phones Version control and collabora?on

10 More uses of Hosted File Sharing (External)! Securely share files with clients, opposing counsel, claims organiza?ons without e- mail Work collabora?vely with clients as you hone your proposals, seclement agreements and other documenta?on Create case repositories containing seclement informa?on you can make available for your clients. Can revoke access any?me.

11 Short Survey of Providers! Box.com Unlimited storage Excellent security controls and audit capabili?es Interes?ng real-?me collabora?on features Office plug- in Claim HIPAA compliance Dropbox/Dropbox for Business Market leader in many ways Lacks audit controls so not considered HIPAA compliant

12 Short Survey of Providers (cont )! Citrix ShareFile Most expensive storage Great sharing and security controls Trusted name Claim HIPAA compliance Google Drive Less robust security controls Not MS Office friendly Excellent choice for Google Apps users Excellent collabora?on (real-?me) Claim HIPAA compliance

13 Short Survey of Providers (cont )! Microsoe OneDrive Unlimited Storage Strong Office/Office 365/Windows compa?bility Reasonable security controls Claim real-?me co- authoring Claim HIPAA compliance

14 Important Considerations! You need a decent internet connec?on You need a good scanner Subscrip?on model you will con?nue to buy Pick a provider you trust Find a provider that either gives you unlimited storage, or be aware of your needs. Total cost of the contract Support and customer service Regulatory requirements (HIPAA, HITEC, other)

15 Q & A! Thanks for your?me and acen?on!

Introduction to Cloud Storage GOOGLE DRIVE

Introduction to Cloud Storage What is Cloud Storage? Cloud computing is one method to store and access data over the internet instead of using a physical hard drive (e.g. computer s hard drive, flash drive,