Enterprise Content Management Systems Technology Analysis
|
|
- Roland Lambert
- 7 years ago
- Views:
Transcription
1 Enterprise Content Management Systems Technology Analysis November 2015 For full copies please contact CEB TowerGroup Wealth Management
2 CEB TowerGroup Wealth Management Executive Director Matt Dixon Managing Director Jaime Roca Practice Leader Peter Delano Quantitative Insight Team Project Manager Jasleen Sindhu Senior Analyst Mat Swatek Vendor Assessment Team Practice Leader Anne Marie Houston Operations Consultant Karen Fay Senior Research Analyst Madeline Storck Operations Analyst Rachel Griffin Research Associate Colin Gibbons Confidentiality and Intellectual Property These materials have been prepared by CEB for the exclusive and individual use of our member companies. These materials contain valuable confidential and proprietary information belonging to CEB, and they may not be shared with any third party (including independent contractors and consultants) without the prior approval of CEB. CEB retains any and all intellectual property rights in these materials and requires retention of the copyright mark on all pages reproduced. Legal Caveat CEB is not able to guarantee the accuracy of the information or analysis contained in these materials. Furthermore, CEB is not engaged in rendering legal, accounting, or any other professional services. CEB specifically disclaims liability for any damages, claims, or losses that may arise from a) any errors or omissions in these materials, whether caused by CEB or its sources, or b) reliance upon any recommendation made by CEB. 2
3 EXECUTIVE SUMMARY Technology Analysis Scope and Methodology In response to feedback from our membership, we developed this technology analysis product to identify key components of a technology investment decision and effectively compare vendor technology products. The basis of our process comes from the knowledge that investment decisions revolve around the benefit to the end user and impact on enterprise objectives, rather than the feature set alone. This technology analysis is tailored to reflect the needs of the end user to diagnose the technology attributes particular to a firm, and to effectively identify vendor products that align with the firm s needs. To that end, we conducted a series of interviews and surveys with financial services executives, industry experts, and vendors regarding enterprise content management technology. The results of this research formed the basis of our diagnostic anatomy and informed the five-point rating system on which we scored individual products. Current Market and Future Investment Firms are investing in automation technology to free up advisor time. As firms seek to differentiate on a holistic advice model, wealth executives should be mindful of the amount of effort required from clients to participate in the goals-based planning process, especially since clients who expend high effort are more willing to switch advisors. In order to create the low-effort experiences that drive client loyalty, firms can automate and digitize traditionally paper-driven processes, both freeing up advisor time and making customer-facing processes efficient and seamless. Enterprise content management (ECM) systems provide value in time savings and process improvements. For wealth firms trying to attract clients in an increasingly competitive market, ECM systems that make document-heavy processes such as onboarding quick and painless can dramatically boost client referral rates. By digitizing documents, wealth firms can cut down customer response time by removing dependence on mail and courier systems. ECM technology can help free up advisor time by automating service and compliance tasks. Emerging technologies, such as e-signature capabilities, can help to reduce client effort and improve the customer experience. High-quality onboarding experiences are critical for building customer loyalty. Firms can double the likelihood of a client recommendation by providing an excellent first interaction, versus a fair or good interaction. Firms can improve the onboarding experience by digitizing signature collection, which speeds up the process and reduces paperwork. Source: CEB analysis. 3
4 EXECUTIVE SUMMARY Vendor Landscape and Rankings Enterprise content management systems enable the sharing of materials (regulatory documents, brochures, videos, forms, etc.) across multiple platforms. This technology analysis profiles and quantitatively evaluates enterprise content management technology for wealth management firms from Cabinet, Doxim, Fiserv, Hyland Software, Laserfiche, and Lexmark. By combining our qualitative and quantitative data from interviews with industry experts, financial institutions, and technology providers, we identified 19 attributes that define a bestin-class system. These attributes are grouped into four categories that highlight a firm s user and enterprise needs. Technology provider rankings are based on our five-point rating scores on each of the 19 best-in-class attributes. The top technology providers were designated as best-in-class performers based on their composite scores in each of the technology categories below. Best-in-Class Technology Categories Technology executives investing in enterprise content management systems should use our Diagnostic Anatomy on page 13 to select the vendor that best aligns with their firm s needs and business objectives. CONTENT MANAGEMENT includes those attributes and tools that support core transactional ECM processes across the content lifecycle. Leaders include Laserfiche and three other products. USER EXPERIENCE includes those attributes that support delivery of a customized experience to users and end-consumers. Leaders include Laserfiche and one other product. ENTERPRISE OPERATIONS SUPPORT includes those attributes that enable enterprise-level processing, customization, and customer experience. Leaders include Laserfiche and two other products. ENTERPRISE SUPPORT includes those attributes that influence the financial institution s tactical fit and strategic alignment with the vendor. Leaders include two products. Source: CEB analysis. 4
5 Our technology analysis provides a customer-driven, transparent, and unbiased review designed to drive informed business decisions. Current Market: Provides a view of industry and customer changes, and best practices for technology investment and implementation. Future Investment: Identifies emerging technologies and innovations. Vendor Landscape: Provides an overview of key vendors, product features, and market position. Product Rankings: Highlights Best-in-Class attributes and shows a comparative perspective of leading products. TECHNOLOGY ANALYSIS OVERVIEW Technology Analysis Presentation Roadmap Current Market Market Drivers: Assess changes in the industry and customer behavior. Future Investment Spending Forecast: Benchmark global and regional enterprise content management technology spending. Emerging Technology Landscape: Pinpoint emerging technologies and innovations. Vendor Landscape Diagnostic Anatomy: Choose your investment priorities with our diagnostic framework. List of Players: Identify key technology firms and their products. Feature Audit: Compare the relative feature offerings from vendors. Product Rankings Best-in-Class Products: See the top products based on our anatomy categories. Ranking Methodology: Review the key components of an investment decision. Vendor Profiles: Understand the key differentiators among products. Source: CEB analysis. 5
6 ROADMAP Current Market Future Investment Vendor Landscape Product Rankings 6
7 As advisors seek to differentiate based on a holistic advice model, firms must free up advisor time by automating service and compliance tasks. FREEING UP VALUABLE ADVISOR TIME WITH AUTOMATION TECHNOLOGY Integration of Automation Technology to Focus Advisor Capacity on Advice Delivery Illustrative Firms are seeking to deepen advisory relationships, yet have low capacity to do so because of the time spent on compliance and service tasks. Strategic investment in automation technologies such as ECM can automate nonessential tasks and free up limited advisor time for value-generating activities. High Share of Total Advisor Time Spent on Each Type of Activity Advisor time spent on services and compliance activities continues to grow, leaving less capacity for advice delivery. Advisor Time Spent On Services and Compliance Activity Advisor Time Spent On Advice Delivery Low Automation technologies dramatically decrease advisor time spent on service and compliance while increasing capacity for advice delivery. Time Source: CEB analysis. 7
8 Firms are looking to ECM to increase internal efficiencies and optimize business processes that drive customer engagement and loyalty. PRIORITIZING EFFORT REDUCTION THROUGH PROCESS AUTOMATION Top Areas of Wealth Management Technology Investment for the Next 12 Months Percentage of Respondents, 2014 Automation technologies, like BPM and ECM, have become increasingly important to wealth firms technology strategy. Customer Relationship Management 57% ECM and BPM were ranked among the top three areas of technology investment by 43% of executives. Portfolio Management/Managed Accounts BPM and ECM 43% 54% Financial Planning 36% Advisor Desktop 32% Client Reporting 21% Account Aggregation 18% Trust Accounting 11% Advisory Technology Provided by Custodians and Clearing Firms 7% n = 28. Source: CEB TowerGroup Wealth Management Agenda Poll, Note: Respondents could select top three investment areas. 8
9 Document management and workflow tools are perceived as time savers by advisors, preserving a valuable commodity in wealth management. For wealth firms trying to attract clients in an increasingly competitive market, ECM systems that make documentheavy processes, such as onboarding, quick and painless can dramatically boost client referral rates. Based on the operations function across different types of financial institutions, digitizing documents helps wealth firms cut down customer response time by removing dependence on mail and courier systems. ECM AIDS ADVISORS BY SAVING TIME, DRIVING EFFICIENCY Advisors Rankings on Value Derived from Document Management and Workflow Percentage of Respondents, % 23% Saves Time Improves Service Quality n = Source: CEB 2012 Advisor Productivity Survey Note: Totals do not add up to 100% due to rounding. 7% 6% Improves Sales Process Top Performers in Automation Are More Efficient Expense to Revenue Growth Ratios, Expenses Growth Rate 50% Faster Than Revenue Growth Expenses Growth Rate Equals Revenue Growth Rate Expenses grow 49% slower relative to revenue growth. Improves Advice Quality % None of the Above Expenses grow 4% faster relative to revenue growth. Expenses Growth Rate 50% Slower Than Revenue Growth 0 Top Performers n = 27. Source: CEB 2012 Operations Leadership Council Automation Survey. Others 9
10 ECM ranks lowest in installation risk out of the high-value technologies identified as strategically important to wealth firms in ECM IS LOW RISK TECHNOLOGY FOR WEALTH FIRMS Value vs. Installed Risk for Strategic Technology Investments Percentage of Respondents, % Portfolio Management 75% Financial Planning Value 70% 65% Advisor Desktop BPM Client Reporting Managed Account Platforms 60% ECM 55% CRM 50% 10% 15% 20% 25% 30% 35% Installed Risk n = Source: CEB TowerGroup Adoption and Investment Survey. Note: Respondents include those indicating the technology provides somewhat high value or very high value and somewhat high risk and very high risk. 10
11 ECM systems provide value across departments and roles by providing a single point of access for the most up-to-date client and firm documents. ECM PROVIDES BUSINESS VALUE WHILE MANAGING RISK Sample Processes Wealth Management Firm ECM Capabilities Business Value Client Onboarding The process through which the client is introduced to the firm. Marketing Enablement The process through which the firm stores and retrieves marketing and sales collateral to support advisor-client interactions. Regulatory Audit The process through which the firm performs regulatory audits for industry bodies such as the SEC, FINRA, and IIROC. Check dollars Content Capture Content Storage Version Control User Collaboration Content Security Workflow and Automation Drives loyal client relationships by reducing client effort in the onboarding process. Saves client time by prefilling forms. Frees up valuable advisor time by providing quick access to current client information, and automating document routing and filing. Improves advisor-client interactions by enabling advisors to quickly access marketing collateral during presentations, or share with a client through or web portal. Reduces risk by allowing compliance staff visibility into the collateral in use. Reduces compliance risk and saves time during regulatory audits by providing one source for staff to access the most upto-date firm and client documents. Saves time and reduces risk of missing information by standardizing forms for regulatory audit. Source: CEB analysis. 11
12 ROADMAP Current Market Future Investment Vendor Landscape Product Rankings 12
13 Wealth firms spend on ECM systems is expected to grow steadily as volumes and types of content continue to rapidly proliferate, and firms make the transition from paperbased to digital workflows. GLOBAL ECM TECHNOLOGY SPEND Global Enterprise Content Management Technology Spend In Millions USD, 2015E 2020P $1,400 $1,300 $1,279 $1,218 $1,200 $1,159 $1,100 $1,035 $1,103 $1,000 $976 $900 $800 $700 $ E 2016P 2017P 2018P 2019P 2020P Source: CEB analysis. Note: E indicates estimated values; P indicates predicted values; CAGR: compound annual growth rate. 13
14 The quality of the initial onboarding experience affects how likely a client is to recommend the firm. Wealth firms can double the likelihood of recommendation by providing an excellent first interaction. Firms can improve this experience by digitizing signature collection, speeding up the process and reducing paperwork. SMOOTH DIGITAL ONBOARDING CAN BOOST REFERRALS Problems Encountered During Online Account Opening Percentage of Responses, % 67% 58% 52% 40% 40% The Bank Had to Send Me the Paperwork to Sign Before the Account Was Opened I Had to Call Customer Service to Activate My Account I Had to Go to the Branch to Sign Paperwork and/or Show Identification The Account Could Not Be Opened Immediately The Process Was Confusing or Did Not Work Other n = Source: CEB 2013 Client Experience Survey. Current E-Signature Deployments Percentage of Wealth Firm Executives, % Have an E-Signature Solution for Wealth Management 90% Do Not Have an E- Signature Solution for Wealth Management n = 10. Source: CEB TowerGroup Wealth Management October 2013 Technology Executive Roundtable Survey. 14
15 ROADMAP Current Market Future Investment Vendor Landscape Product Rankings 15
16 ENTERPRISE CONTENT MANAGEMENT DIAGNOSTIC ANATOMY 1 Content Capture 2 Document Creation 3 Content Retention 4 Document Management 5 Distribution 6 User Interface The system captures data and other relevant information across a variety of sources. The system generates, modifies, and reuses content both dynamically and automatically based on the user's needs. The system provides superior content storage in a common repository that facilitates search, retrieval, and collaboration. The system provides market-leading document management capabilities, including versioning, library services, and lifecycle management. The system enables personalized content distribution to both internal and external audiences. The system possesses an intuitive and configurable user interface with dashboards that guide users through defined processes Vendor Stability The vendor has an established industry presence and can provide long-term support for institutions. Product Maturity The vendor possesses a mature product with a growing market share and client base. Technology Innovation The vendor possesses a proactive strategy to incorporate innovative technology and strategies into its product development roadmap. HOW TO USE THIS ANATOMY The anatomy is designed to assist wealth management executives to better assess and prioritize components of their technology investment. As you use this anatomy, please consider your firm s business strategy and current technology maturity. 1. Rate the impact of each attribute to your business and your firm s effectiveness on a 1-5 scale using the grading scale below and tally the results using the scorecard. 2. Map the results on the scorecard to identify areas that are most important, but where your firm is least effective. Attribute Grading Current Effectiveness 5 = Superior Capability 4 = Strong Capability 3 = Adequate Capability 2 = Marginal Capability 1 = Weak or not at all Content Management We or our vendor offer this regularly, systematically, and at the highest standard. We or our vendor offer this regularly and systematically. We or our vendor offer this regularly but in an ad hoc manner. We or our vendor offer this irregularly and in an ad hoc manner. We or our vendor do not do this at all. Enterprise Support Potential Impact 5 = Very High Impact 4 = High Impact 3 = Moderate Impact 2 = Low Impact 1 = No Impact User Experience Our firm considers this attribute mission critical when performed at the highest standard. Our firm considers this attribute highly important when performed at the highest standard. Our firm considers this attribute moderately important when performed at the highest standard. Our firm considers this attribute somewhat important when performed at the highest standard. Our firm does not consider this attribute important when performed at the highest standard. Enterprise Operations Support Collaboration The system provides intuitive tools to support collaboration between users and with external parties. Administration The system provides access controls that satisfy workflow hierarchies, reporting, and security/compliance requirements. Workflow Management The system provides design tools for the configuration of workflows to the requirements of serving different client segments. Business Rules Engine The system provides a robust and configurable rules engine that allows the enterprise to alter or design rules to meet changing business needs. 16 Deployment and Support The vendor offers multiple options for and provides superior support during deployment of the system. 15 Solution Pricing The vendor offers multiple pricing options with flexibility surrounding additional ongoing support packages and price discounting. 14 Compliance Strategy The system provides superior support for meeting regulations and guidelines with detailed tracking for audit purposes. 13 Geographic Capability 12 System Integration 11 Content Security The system provides configurable multilingual capabilities to support the wealth firm in all regions in which it operates. The system seamlessly integrates with thirdparty core systems and ancillary applications. The system takes superior precautions to reduce security risk at both front-end access and back-end storage points. 16
17 Wealth management executives should complete this scorecard using the ECM Diagnostic Anatomy tool. DIAGNOSTIC ANATOMY SCORECARD Categories Attributes Current Effectiveness Potential Impact Content Management User Experience Enterprise Operations Support Enterprise Support 1. Content Capture 2. Document Creation 3. Content Retention 4. Document Management 5. Distribution 6. User Interface 7. Collaboration 8. Administration 9. Workflow Management 10. Business Rules Engine 11. Content Security 12. System Integration 13. Geographic Capability 14. Compliance Strategy 15. Solution Pricing 16. Deployment and Support 17. Technology Innovation 18. Product Maturity 19. Vendor Stability Source: CEB analysis. 17
18 Wealth management executives should map their effectiveness and impact scores from the previous page to identify the most important areas when selecting a technology provider. DIAGNOSTIC ANATOMY SCORECARD 5 = Very High Areas of Focus Potential Impact 4 = High 3 = Moderate 2 = Low 1 = No Impact 5 = Superior 4 = Strong 3 = Adequate 2 = Marginal 1 = Weak Current Effectiveness Source: CEB analysis. 18
19 VENDOR LANDSCAPE AND PRODUCT LAUNCH DATES Featured ECM Technology Providers By Product Launch Date Fiserv Nautilus 1993 Cabinet Cabinet Document Management 1999 Laserfiche Rio Hyland Software OnBase 1991 Lexmark Perceptive Content 1995 Doxim Solutions Doxim ECM 2001 Selecting Featured ECM Vendors We identified technology providers for this analysis based on expert opinion, product maturity, size of installations, and technological innovation. Source: CEB analysis, Participating technology providers. 19
20 FEATURE AUDIT Vendor Laserfiche Vendor Laserfiche Product Name Laserfiche Product Name Laserfiche Content Types Capture Channels Document Photo Audio Video Web SMS/Instant Message Paper Document Capture Paper Content Capture Electronic Document Capture Electronic Content Capture System to System Web Portal Mobile Phone Mobile Tablet Print/Mail Printer/Scanner Fax Document Creation Regulatory Compliance Documents and Forms Standard Native Feature: A feature contained in the base package of the solution. Standard native features are provided solely by the technology provider. Premium Native Feature: A feature that is only available at an additional cost or as an addition to the base package of the solution, and is provided solely by the technology provider. Plan to Offer in 12 Months: A feature that is on the technology provider s product roadmap for the next 12 months, to be provided by the technology provider, third-party firm, or integration partner. Plan to Offer in 24 Months: A feature that is on the technology provider s product roadmap for the next 24 months, to be provided by the technology provider, third-party firm, or integration partner. Third-Party Premium Feature: A feature that is only available at an additional cost or as an addition to the base package of the solution, and is provided by a third-party firm or integration partner. Source: CEB analysis; Participating technology providers. 20
21 FEATURE AUDIT Vendor Laserfiche Vendor Laserfiche Product Name Laserfiche Product Name Laserfiche Capture Channels continued Access Channels continued Content Repository Mobile Tablet Archive Print/Mail Library Services Business Rules Records Management Role-Based Security Physical Records Management Single Sign-On Lifecycle Management Third-Party System Integration Search Function Standard APIs Third-Party System Content Transfer Online Collaboration Enterprise Content Transfer User Notification External Business Partner Portal Canned Reports Distributor Portal Ad-Hoc Reports Customer Portal Report Mining Social Media Administrative Tools Access Channels Business Activity Monitoring Web Portal Business Process Management Desktop Application Workflow Management Mobile Phone Audit Tools Standard Native Feature Premium Native Feature Third-Party Premium Feature Plan to Offer in 12 Months Plan to Offer in 24 Months Source: CEB analysis; Participating technology providers. 21
22 FEATURE AUDIT Vendor Laserfiche Product Name Laserfiche Access Channels continued Data Encryption File Backup Multilingual Multicurrency Delivery Channels Web Portal Social Media Mobile Phone Mobile Tablet Print/Mail Fax User Interface Deployment Model Installed SaaS ASP Content Management as Infrastructure Standard Native Feature Premium Native Feature Third-Party Premium Feature Plan to Offer in 12 Months Plan to Offer in 24 Months Source: CEB analysis; Participating technology providers. 22
23 FEATURE AUDIT DEFINITIONS Content Types Document Photo Audio Video Web SMS/Instant Message Paper Document Capture Paper Content Capture Electronic Document Capture Electronic Content Capture Capture Channels System to System Web Portal Mobile Phone Mobile Tablet Print/Mail Printer/Scanner Fax Document Creation Regulatory Compliance Documents and Forms Content Repository Archive Library Services Records Management The system supports storage of document files. The system supports storage of photo files. Examples: driver s license, passport, etc. The system supports storage of audio files. Examples: voic messages, podcasts, etc. The system supports storage of video files. The system supports storage of web files. The system supports storage of SMS messages. The system supports multiple software options for scanning physical documents for storage. The system supports multiple software options for scanning physical content for storage. The system can capture electronic documents from multiple sources. The system can capture electronic content from multiple sources. The system can capture data from existing bank systems. Examples: from core brokerage systems, trust platforms, etc. The system can capture content from firm web portals. The system can capture content from mobile phones. The system can capture content from tablet devices. The system can capture physical documents. The system can capture content from printers and scanners. The system can capture faxed content. The system can capture content from . The system can automatically create new account, beneficiary, transaction requests, etc. according to business rules. The system provides support for country-specific regulatory compliance documents and forms. The system stores content in a common repository. The system automatically classifies and stores and attachments. The system enables check-in/check-out of content by users. The system has automated process for retaining and deleting archived content. Source: CEB analysis. 23
24 FEATURE AUDIT DEFINITIONS Capture Channels continued Physical Records Management Lifecycle Management Search Function Third-Party System Content Transfer Enterprise Content Transfer External Business Partner Portal Distributor Portal Customer Portal Social Media Access Channels Web Portal Desktop Application Mobile Phone Mobile Tablet Print/Mail Business Rules Role-Based Security Single Sign-On Third-Party System Integration Standard APIs Online Collaboration User Notification Canned Reports Ad-Hoc Reports Report Mining The system tracks, locates, and accesses physical records. The system manages the lifecycle of content involved in a specific business process. The system facilitates document and content to third-party systems. The system can automatically transfer content to third-party systems. The system can automatically transfer content between business units. The system enables external business partners with access to content stored within the solution. The system provides distributors with visibility into archived and stored content. The system enables distribution of content requested by a customer. The system can capture and track client communications from social media platforms. The system provides a web portal for access to content. The system provides a desktop application for access to content. The system provides a mobile app for access to content. The system provides a mobile app for access to content on a tablet device. The system can access physical content from printed or mailed documents. The core system includes a robust set of rules governing content, workflow, etc. The system includes a set of security permissions based on user role. The system supports single sign-on for all applications utilized by an employee on a daily basis. The system allows users of third-party systems to access content without switching to another interface. The system provides standard, configurable APIs that enable system integration. The system enables collaboration between users and internal or external parties. The system provides an automatic notification of users for involvement in a specific business process. The system can create standard pre-built reports. The system allows the creation of one-off reports based on configurable parameters. The system allows data stored within the system to be aggregated and presented in a single view. Source: CEB analysis. 24
25 FEATURE AUDIT DEFINITIONS Access Channels continued Administrative Tools Business Activity Monitoring Business Process Management Workflow Management Audit Tools Data Encryption File Backup Multilingual Multicurrency Delivery Channels Web Portal Social Media Mobile Phone Mobile Tablet Print/Mail Fax User Interface Deployment Model Installed SaaS ASP Content Management as Infrastructure The system provides graphical tools that allow administrators to easily configure the system to meet changing business needs. The system can monitor the business activity of users. The system simulates and models business processes for specific lines of business. The system contains a set of tools allowing the design and monitoring of workflows without changing code. The system provides an audit trail of user activity. The system enables encryption of sensitive document files. The system provides file backup to enable business continuity in a disaster. The system natively supports multiple languages. The system natively supports multiple currencies. The system can push content to and from a firm s web portal. The system can push content to and from social media platforms. The system can push content to and from mobile applications. The system can push content to and from mobile applications on tablet devices. The system can deliver content in physical channels. The system can push content to fax machines. The systems has a configurable user interface that guides users through defined processes and can be configured based on a user's role or primary tasks performed. The system can be deployed as an installed solution. The system can be deployed as software as a service. The system can be deployed via the application service provider model. The system can embed ECM capabilities into the technology stack. Source: CEB analysis. 25
26 KEY STATISTICS Company Type Private Year Founded 1987 Headquarters FT Employees FY 2014 Revenue Clients for Product Long Beach, CA Not Disclosed Not Disclosed Not Disclosed CLIENT DISTRIBUTION BY REGION 0-4% 20-39% 60-79% 5-9% 40-59% % DEPLOYMENT MODEL 97% Licensed /Installed On- Premise 3% SaaS/Cloud LASERFICHE LASERFICHE COMPANY OVERVIEW Laserfiche is a privately held software company providing enterprise content management, business process automation, and records management solutions primarily to the financial services, government, healthcare, and education industries. Laserfiche provides automation solutions for accounting & finance, case management, contract management, regulatory compliance, and human resources business processes. The company serves clients globally, with the majority in the United States, Canada, Mexico, Australia, and South Africa. PRODUCT OVERVIEW Laserfiche is a horizontal solution that can be configured for small, mid-sized, or large wealth management firms. The solution bundles content management and process management tools through an integrated architecture. Through a centralized repository, Laserfiche clients can manage users, accounts, and licenses from one location, and unify document imaging, document management, records management, and automated business process capabilities. Though typically installed on-premise, Laserfiche has launched a cloud application with several financial services clients, and has a hybrid cloud offering on their roadmap. PRODUCT HIGHLIGHTS New Account Packets: Configurable documents are aggregated into one digital packet to simplify and automate the new account opening process. Workflow Automation: All workflows can be easily configured through an intuitive, drag-and-drop GUI, allowing users with limited IT skills to quickly pull together a new business process. esignature Integration: Through an integration with DocuSign, Laserfiche clients can request and capture customer signatures electronically. DocuSign sends a secure link directly to the customer, who is directed through the document to add initials and signatures digitally. All signatures can also be handled through Laserfiche s mobile app. CEB TOWERGROUP VIEW Laserfiche s ECM solution clearly demonstrates the company s effort to keep current with the needs of wealth firms, with configurations available for small, mid-sized, or large firms. Laserfiche has a solid grasp on the industry challenges faced by wealth management firms, and translates this expertise into strong deployment support. The firm should continue to adapt the platform for cloud capabilities, in order to remain competitive with industry veterans. The solution is sold directly through Laserfiche, as well as through a network of resellers. Laserfiche has established a certification program to help customers identify preferred resellers. Laserfiche s scalable deployment model positions it to support decentralized business offices, enabling the home office to centralize document processes for easy access to advisors in the field. Source: Laserfiche; CEB analysis. 26
27 ROADMAP Current Market Future Investment Vendor Landscape Product Rankings 27
28 CREATING OUR BEST-IN-CLASS PRODUCT RANKINGS Phase 1 Utilizing qualitative and quantitative data, we identified 19 attributes that define a Best-in-Class enterprise content management system, which are grouped into four categories. CATEGORIES Content Management Those attributes and tools that support core transactional ECM processes across the content lifecycle. User Experience Those attributes that support delivery of a customized experience to users and end-consumers. Enterprise Operations Support Those attributes that enable enterpriselevel processing, customization, and customer experience. Enterprise Support Those attributes that influence the financial institution s tactical fit and strategic alignment with the vendor. Phase 2 Recognizing that all attributes are not equally important, we divide them into tiers to reflect their level of importance as mission critical, strong priority, or product differentiators. ATTRIBUTES Mission Critical Strong Priority Content Capture Document Creation Document Management Distribution Collaboration Administration Workflow Management Content Security System Integration Business Rules Engine Deployment and Support Compliance Strategy Solution Pricing Vendor Stability Phase 3 Certain products are recognized as Best-in-Class after scoring each product based on its performance at an attribute level. Product Differentiator Content Retention Best-in-Class Content Management User Interface Best-in-Class User Experience Best-in-Class Enterprise Operations Support Geographic Capability Product Maturity Technology Innovation Best-in-Class Enterprise Support Source: CEB analysis. 28
29 Wealth management executives should use this ranking matrix in combination with the ECM Diagnostic Anatomy to select the provider that best aligns with their firm s needs. PRODUCT RANKING MATRIX Provider Product Content Management User Experience Enterprise Operations Support Enterprise Support Provider rankings are based on our five-point rating system for each of the 19 attributes in our ECM Diagnostic Anatomy. Laserfiche Laserfiche Cabinet Cabinet Document Management Doxim Doxim Enterprise Content Management Fiserv Nautilus Hyland OnBase Lexmark Perceptive Content Category Averages = Best-in-Class in Anatomy Category This graphic was published by CEB as part of a larger research report and should be evaluated in the context of the entire report. CEB Technology Assessment research is a qualitative evaluation of a set of vendors in a specific market; it is NOT a stack ranking. CEB does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. CEB and CEB TowerGroup research publications consist of the opinions of its research analysts and should not be construed as statements of fact. CEB Disclaims all warranties of commercial viability or fitness for a particular purpose. Source: CEB analysis. 29
30 Laserfiche received Bestin-Class achievements in the Content Management, User Experience, and Enterprise Operations Support categories. BEST-IN-CLASS ACHIEVEMENTS FOR LASERFICHE Content Management capabilities include those attributes and tools that support core transactional ECM processes across the content lifecycle. User Experience capabilities include those attributes that support delivery of a customized experience to users and endconsumers. Enterprise Operations Support capabilities include those attributes that enable enterpriselevel processing, customization, and customer experience. Category Content Management User Experience Enterprise Operations Support Scoring Analysis Document Management: Laserfiche provides secure distribution of documents both internally within the firm, and externally with end-clients via consumer portals. Distribution: Laserfiche s native integration with DocuSign allows firms to send documents out securely for signature, and then brought back into the system once signed. Collaboration: Laserfiche has native support for Digital Asset Management, Web Experience Management, and Social Content Management, allowing effective collaboration between advisors, customers, and third-party business partners. User Interface: The system s user interface is configurable by individual users, including foldering, access rights, and attributes. Workflow Management: The system provides design tools for effective configuration of workflows to meet unique client needs. Business rules can be designed using a GUI interface, easily performed without developer skills. Business Rules Engine: Laserfiche provides strong support for wealth management-specific business processes, from routing documents to the correct folder, to automatically configuring new user accounts. Business processes can be mapped out using more than 100 native, pre-built activities. Source: CEB analysis. 30
31 ENTERPRISE CONTENT MANAGEMENT WEIGHTED ANATOMY 1 Content Capture 2 Document Creation 3 Content Retention 4 Document Management 5 Distribution 6 User Interface The system captures data and other relevant information across a variety of sources. The system generates, modifies, and reuses content both dynamically and automatically based on the user's needs. The system provides superior content storage in a common repository that facilitates search, retrieval, and collaboration. The system provides market-leading document management capabilities, including versioning, library services, and lifecycle management. The system enables personalized content distribution to both internal and external audiences. The system possesses an intuitive and configurable user interface with dashboards that guide users through defined processes Vendor Stability The vendor has an established industry presence and can provide long-term support for institutions. Product Maturity The vendor possesses a mature product with a growing market share and client base. Technology Innovation The vendor possesses a proactive strategy to incorporate innovative technology and strategies into its product development roadmap. 16 Deployment and Support The vendor offers multiple options for and provides superior support during deployment of the system. 15 Solution Pricing Enterprise Support The vendor offers multiple pricing options with flexibility surrounding additional ongoing support packages and price discounting. Content Management 14 Compliance Strategy The system provides superior support for meeting regulations and guidelines with detailed tracking for audit purposes. Scoring Methodology To arrive at a vendor ranking, we developed a scoring metric outlined by the attributes within this anatomy that highlights the major elements of an enterprise investment decision. This metric assumes that every element is not equally important, and therefore assigns a higher level of importance to those attributes critical to an enterprise content management system. The attributes are divided into three tiers, outlined below. Tier 1 Attributes Mission Critical Content Capture Document Creation Document Management Collaboration Workflow Management Content Security System Integration Deployment and Support Tier 2 Attributes Strong Priority Distribution Administration Business Rules Engine Compliance Strategy Solution Pricing Vendor Stability Collaboration The system provides intuitive tools to support collaboration between users and with external parties. Administration The system provides access controls that satisfy workflow hierarchies, reporting, and security/compliance requirements. Workflow Management The system provides design tools for the configuration of workflows to the requirements of serving different client segments. 13 Geographic Capability 12 System Integration 11 Content Security The system provides configurable multilingual capabilities to support the wealth firm in all regions in which it operates. Tier 3 Attributes Product Differentiators Content Retention User Interface Geographic Capability Technology Innovation Product Maturity The system seamlessly integrates with thirdparty core systems and ancillary applications. User Experience Enterprise Operations Support 10 Business Rules Engine The system provides a robust and configurable rules engine that allows the enterprise to alter or design rules to meet changing business needs. The system takes superior precautions to reduce security risk at both front-end access and back-end storage points. 31
32 We develop a unique scoring methodology that highlights the key priorities for an executive s investment decision. UNDERSTANDING OUR SCORING METHODOLOGY Sample Technology Analysis Scoring Guide Illustrative Every vendor product featured in this report is scored against each of the 19 attributes outlined in the Diagnostic Anatomy on a standardized 1-5 scale. We calculate the weighted average of a product s attribute scores in each of the four categories of the anatomy to arrive at an overall category score. Anatomy Category Attribute Title Attribute Definition SCORE 5 Content Management Content Capture The system captures data and other relevant information across a variety of sources. The system supports all internal devices and all B2B and B2C devices, including mobile and tablets, without manual updating. Structured, semistructured, and unstructured content types can be captured. Scoring Metric 4 3 The system supports all internal devices and business-to-business captures with no manual input, as well as B2B tablet and mobile devices. The system supports all internal devices and business-to-business capture with no manual input required (batched or automatic updating). 2 The system supports centralized business-to-business document capture but requires manual entry into the ECM. 1 The system supports only single source inputs from internal sources. Attribute Score: 5.0 Source: CEB analysis. 32
ENTERPRISE CONTENT MANAGEMENT
CEB TOWERGROUP RETAIL BANKING June 2013 ENTERPRISE CONTENT MANAGEMENT Technology Analysis Abstract* Craig Focardi, CMB Senior Research Director, Retail Banking Vendor Assessment & Quantitative Teams *
More informationLIFE AND ANNUITY POLICY ADMINISTRATION SYSTEMS
CEB TOWERGROUP INSURANCE January 2015 LIFE AND ANNUITY POLICY ADMINISTRATION SYSTEMS Technology Analysis Abstract* Sam Stuckal Research Director, Insurance Vendor Assessment and Quantitative Insight Teams
More informationDigitization and Automation: The Foundation for Onboarding Success
Digitization and Automation: The Foundation for Onboarding Success A CEB Insight Brief Commissioned by Doxim Key Findings 1. Wealth firms lag behind the account opening standards set by other service providers,
More informationReducing Obstacles and Building Loyalty via Electronic Signatures
Reducing Obstacles and Building Loyalty via Electronic Signatures A CEB Insight Brief Commissioned by esignlive, a VASCO Company Key Findings 1. Clients have become digital and are looking to their wealth
More informationLIFE AND ANNUITY POLICY ADMINISTRATION SYSTEMS
CEB TOWERGROUP INSURANCE January 2015 LIFE AND ANNUITY POLICY ADMINISTRATION SYSTEMS Technology Analysis Abstract* Sam Stuckal Research Director, Insurance Vendor Assessment and Quantitative Insight Teams
More informationONLINE BANKING SOLUTIONS Technology Analysis Abstract*
CEB TOWERGROUP RETAIL BANKING November 2014 ONLINE BANKING SOLUTIONS Technology Analysis Abstract* Jason Malo Research Director, Retail Banking Vendor Assessment and Quantitative Teams *For full copies
More informationFileNet and SharePoint Better Together. Tom Moen Channel Development Manager
FileNet and SharePoint Better Together Tom Moen Channel Development Manager Agenda Introductions Who is FileNet Why FileNet ECM Content Process Connectivity SharePoint Integration FileNet $500 million
More informationThe State of Hybrid Cloud
The State of Hybrid Cloud To learn more about this full research or to inquire about membership, contact us: +1-866-913-8101 IT.Support@ executiveboard.com www.cebglobal.com/it CEB Infrastructure Leadership
More informationAn Unbalanced Scorecard
An Unbalanced Scorecard Twelve New IT Metrics for an Era of Change CEB CIO Leadership Council A Framework for Member Conversations The mission of CEB Inc. and its affiliates is to unlock the potential
More informationAccenture Life and Annuity Software. Achieving high performance through faster time to market, increased agility and improved cost control
Accenture Life and Annuity Software Achieving high performance through faster time to market, increased agility and improved cost control Accenture Life and Annuity Software offers strategic solutions
More informationSourcing Handbook. Tactics and Templates for Sourcing Strategy and Vendor Management. CEB CIO Leadership Council
Sourcing Handbook Tactics and Templates for Sourcing Strategy and Vendor Management CEB CIO Leadership Council A Framework for Member Conversations The mission of CEB Inc. and its affiliates is to unlock
More informationLaserfiche for Federal Government MEET YOUR AGENCY S MISSION
Laserfiche for Federal Government MEET YOUR AGENCY S MISSION HOW ENTERPRISE CONTENT MANAGEMENT Serves Civilian and Defense Agencies Whether a federal agency supports farmers in the field, soldiers overseas
More informationPolicy Administration Systems Technology Analysis Abstract*
CEB TOWERGROUP INSURANCE April 2014 Policy Administration Systems Technology Analysis Abstract* Karen Pauli Research Director, Insurance Vendor Assessment and Quantitative Teams *For full copies please
More informationThe Laserfiche Rio Advantage. Automate, Optimize and Transform Business Processes. Unlimited document repositories and servers
Automate, Optimize and Transform Business Processes When organizations rely on paper, there often isn t time to re-evaluate how work gets done. Business leaders are forced to spend time on nonessential
More informationXerox Workflow Automation Services Solutions Brochure. Xerox DocuShare 7.0. Enterprise content management for every organization.
Xerox Workflow Automation Services Solutions Brochure Xerox DocuShare 7.0 Enterprise content management for every organization. Office Work Can Work Better Despite huge advances in the technology and tools
More informationMOVING TO THE NEXT-GENERATION MEDICAL INFORMATION CALL CENTER
MOVING TO THE NEXT-GENERATION MEDICAL INFORMATION CALL CENTER Pharma companies are improving personalized relationships across more channels while cutting cost, complexity, and risk Increased competition
More informationConnecting your global manufacturing company NEXT»
NEXT» 2 Procurement/Purchasing Accounting & Finance Human Resources Operations IT Engineering Legal & Governance, Risk & Compliance (GRC) Research & Development Sales/Customer Service Logistics & Supply
More informationAutomation in Action: Onboard New Clients in One Hour
Automation in Action: Onboard New Clients in One Hour Tim Welsh President and Founder Nexus Strategy, LLC James Simos Co-Founder and Chief Operating Officer Infinity Financial Services Key Factors for
More informationMarketsandMarkets. http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample
MarketsandMarkets http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm
More informationPlanning, Building, and Commissioning Assets
Solution in Detail Oil and Gas Executive Summary Contact Us Planning, Building, and Commissioning Assets 2013 2014 SAP SE or an SAP affiliate company. Effective Management of Asset Development Managed
More information<Insert Picture Here> Oracle and Stellent Acquisition Announcement
Oracle and Stellent Acquisition Announcement This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated
More informationTrue Enterprise Content Management (ECM) & BPM SUITED FOR HEALTHCARE, TELECOM, BANKING, INSURANCE & HIGH SECURITY INDUSTRIES
True Enterprise Content Management (ECM) & BPM SUITED FOR HEALTHCARE, TELECOM, BANKING, INSURANCE & HIGH SECURITY INDUSTRIES SHARE INFORMATION, STREAMLINE WORKFLOWS, MAXIMIZE PRODUCTIVITY Freedoc is an
More informationEnterprise-Wide Benefits of Automated Client Onboarding
Solution Summary Enterprise-Wide Benefits of Automated Client Onboarding Wealth management firms are facing increasing pressure to reduce costs and increase sales while improving customer service levels.
More informationCard Loyalty Systems Technology Analysis Abstract*
CEB TOWERGROUP RETAIL BANKING PRACTICE June 2013 Card Loyalty Systems Technology Analysis Abstract* Brian Riley Senior Research Director, Retail Banking Vendor Assessment and Quantitative Teams * For full
More informationTRENDS IN WEALTH MANAGEMENT: The Need for Technology Adoption
FINANCIAL SERVICES PRACTICE CEB TowerGroup Wealth Management SIGNiX Webinar August 31, 2015 TRENDS IN WEALTH MANAGEMENT: The Need for Technology Adoption TOP WEALTH MANAGEMENT THEMES ENHANCE AND ALIGN
More information68% 97% 78% SHIFTING TO THE CENTER: FINANCIAL PLANNING IS THE HUB OF WEALTH MANAGEMENT 1: WEALTH MANAGEMENT CLIENTS NEED GUIDANCE
SHIFTING TO THE CENTER: FINANCIAL PLANNING IS THE HUB OF WEALTH MANAGEMENT 1: WEALTH MANAGEMENT CLIENTS NEED GUIDANCE 68% of surveyed global High-Net Worth (HNW) Clients, and 69% of North American HNW
More informationLaserfiche for Federal Government MEET YOUR AGENCY S MISSION
Laserfiche for Federal Government MEET YOUR AGENCY S MISSION HOW ENTERPRISE CONTENT MANAGEMENT Serves Civilian and Defense Agencies Whether a federal agency supports farmers in the field, soldiers overseas
More informationRethinking Cloud Content Collaboration in Financial Services
Rethinking Cloud Content Collaboration in Financial Services Executive Summary The financial services sector generally prefers to take a risk-averse approach to new technology trends, with the need for
More informationAddress IT costs and streamline operations with IBM service desk and asset management.
Asset management and service desk solutions To support your IT objectives Address IT costs and streamline operations with IBM service desk and asset management. Highlights Help improve the value of IT
More informationLaserfiche. and SharePoint Integration. Your potential, realized. Learn More Inside. Include imaged documents in collaborative processes.
Laserfiche and SharePoint Integration Your potential, realized. With the Laserfiche and SharePoint Integration components included with Laserfiche Web Access, Laserfiche s industry-leading document imaging
More informationORACLE SALES ANALYTICS
ORACLE SALES ANALYTICS KEY FEATURES & BENEFITS FOR BUSINESS USERS Analyze pipeline opportunities to determine actions required to meet sales targets Determine which products and customer segments generate
More informationMarketsandMarkets. http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample
MarketsandMarkets http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm
More informationDifferentiate your business with a cloud contact center
Differentiate your business with a cloud contact center A guide to selecting a partner that will enhance the customer experience An Ovum White Paper Sponsored by Cisco Systems, Inc. Publication Date: September
More informationTransform HR into a Best-Run Business Best People and Talent: Gain a Trusted Partner in the Business Transformation Services Group
SAP Services Transform HR into a Best-Run Business Best People and Talent: Gain a Trusted Partner in the Business Transformation Services Group A Journey Toward Optimum Results The Three Layers of HR Transformation
More informationAssessing the Opportunities Presented by the Modern Enterprise Archive
Assessing the Opportunities Presented by the Modern Enterprise Archive Published: November 2015 Analysts: James Haight, Research Analyst; David Houlihan, Principal Analyst Report Number: A0193 Share This
More informationOptymyze Sales Performance Software
Optymyze Sales Performance Software Optymyze provides a complete set of sales performance management applications that are designed to help enterprises improve the alignment, efficiency, productivity,
More informationIndependent process platform
Independent process platform Megatrend in infrastructure software Dr. Wolfram Jost CTO February 22, 2012 2 Agenda Positioning BPE Strategy Cloud Strategy Data Management Strategy ETS goes Mobile Each layer
More informationSIEBEL CRM ON DEMAND SERVICE
SIEBEL CRM ON DEMAND SERVICE The success of a business depends, in large part, on the quality of customer service that business provides. Siebel CRM On Demand Service gives you the tools you need to enhance
More informationVerio enables cloud service brokerage with VerioCatalyst
Verio enables cloud service brokerage with VerioCatalyst Analyst: Agatha Poon 30 Aug, 2013 Verio has been in controlled beta since April, but recently announced the commercial availability of its channel-oriented
More informationTransform Invoice Management with a Hybrid of Cloud and On-Premise Software
SAP Brief SAP Business Suite SAP Invoice Management Objectives Transform Invoice Management with a Hybrid of Cloud and On-Premise Software Achieve a higher level of performance Achieve a higher level of
More informationOpenText Output Transformation Server
OpenText Output Transformation Server Seamlessly manage and process content flow across the organization OpenText Output Transformation Server processes, extracts, transforms, repurposes, personalizes,
More informationINSERT COMPANY LOGO HERE
2013 2014 INSERT COMPANY LOGO HERE 20142013 Global North Customer American Experience SSL Certificate Management Customer Product Value Leadership Leadership Award Award Background and Company Performance
More informationManaging the Business of IT in the Cloud Era. VMware vrealize Business
Managing the Business of IT in the Cloud Era VMware vrealize Business KEY HIGHLIGHTS VMware vrealize Business supports better business-it alignment by delivering transparency into the cost and quality
More informationSIMPLIFYING EMPLOYEE ONBOARDING
SIMPLIFYING EMPLOYEE ONBOARDING Eliminate the paperwork and automate workflow Abstract Learn how savvy HR organizations are using technology to drive efficiency and turn a tedious process into a great
More informationENTERPRISE MANAGEMENT AND SUPPORT IN THE TELECOMMUNICATIONS INDUSTRY
ENTERPRISE MANAGEMENT AND SUPPORT IN THE TELECOMMUNICATIONS INDUSTRY The Telecommunications Industry Companies in the telecommunications industry face a number of challenges as market saturation, slow
More informationGet More from Microsoft SharePoint with Oracle Fusion Middleware. An Oracle White Paper January 2008
Get More from Microsoft SharePoint with Oracle Fusion Middleware An Oracle White Paper January 2008 NOTE The following is intended to outline our general product direction. It is intended for information
More informationContent Management for SAP Business Suite powered by SAP HANA
SAP Brief Extensions SAP Extended Enterprise Content Management by OpenText Objectives Content Management for SAP Business Suite powered by SAP HANA Link all types of content to workflows and processes
More informationA7 / SAP Financial Services Forum 2014 / September 9-10, 2014 / London / UK Cloud Strategy for Banking Run Simple with SAP
A7 / SAP Financial Services Forum 2014 / September 9-10, 2014 / London / UK Cloud Strategy for Banking Run Simple with SAP Jens-Peter Jensen (SAP SE) Public Use this title slide only with an image Disclaimer
More informationGet results with modern, personalized digital experiences
Brochure HP TeamSite What s new in TeamSite? The latest release of TeamSite (TeamSite 8) brings significant enhancements in usability and performance: Modern graphical interface: Rely on an easy and intuitive
More informationTransform how government engages with customers through digital experiences
Transform how government engages with customers through digital experiences The digital landscape is constantly evolving, and these changes offer agencies new ways to deliver services more cost-effectively,
More informationEMC CAPTIVA SOLUTIONS FOR HEALTHCARE
EMC CAPTIVA SOLUTIONS FOR HEALTHCARE Major advances in medical technology within the last several years have led members of an aging population to significantly raise expectations for the quality of care
More informationBecoming an RIA? Should You Consider Going Hybrid?
Becoming an RIA? Should You Consider Going Hybrid? Key Questions for Finding a Broker-Dealer for Your Commission Business Perspective Perspective Becoming an RIA? Should You Consider Going Hybrid? Executive
More informationPatient Relationship Management
Solution in Detail Healthcare Executive Summary Contact Us Patient Relationship Management 2013 2014 SAP AG or an SAP affiliate company. Attract and Delight the Empowered Patient Engaged Consumers Information
More informationStreamline your processes with the OnBase Integration for Lawson
OnBase Integration for Lawson Streamline your processes with the OnBase Integration for Lawson Optimize your Lawson business processes organizationwide with OnBase Seamless integration. That s what you
More informationAirWatch Solution Overview
AirWatch Solution Overview Marenza Altieri-Douglas - AirWatch Massimiliano Moschini Brand Specialist Itway 2014 VMware Inc. All rights reserved. Cloud Computing 2 BYOD 3 Device aziendali? 4 From Client/Server
More informationExtending Microsoft SharePoint Environments with EMC Documentum ApplicationXtender Document Management
Extending Microsoft SharePoint Environments with EMC Documentum ApplicationXtender A Detailed Review Abstract By combining the universal access and collaboration features of Microsoft SharePoint with the
More informationEnterprise Release Management
Enterprise Release Management Plutora helps organizations manage complex IT Feature Pipeline, IT Releases and IT Test Environments in a simple and transparent manner. Enterprise Releases Transparency and
More informationWealth management offerings for sustainable profitability and enhanced client centricity
Wealth the way we do it Wealth management offerings for sustainable profitability and enhanced client centricity The wealth management business is transforming. To delight their clients, firms must adopt
More informationUsing the Cloud for Business Resilience
Allen Downs IBM Business Continuity and Resiliency Services Using the Cloud for Business Resilience June 20, 2011 1 Agenda Why resiliency matters A successful cloud-based approach to resiliency Moving
More informationEXPERTISE FOR WHERE YOU RE HEADED
EXPERTISE FOR WHERE YOU RE HEADED CREATING A ROADMAP FOR TOMORROW We offer a complete range of business technology services fueled by proven methodologies, process optimization and best practices. Whether
More informationUse Your Contact Center to Build a Better Customer Experience
SAP Brief SAP Customer Relationship Management SAP Contact Center Objectives Use Your Contact Center to Build a Better Customer Experience Engage your customers across all points of contact Engage your
More informationGain superior agility and efficiencies with enterprise origination solution. Finacle Origination
Finacle Origination Gain superior agility and efficiencies with enterprise origination solution The recent global financial meltdown has reshaped the landscape of the lending business around the world.
More informationI D C T E C H N O L O G Y S P O T L I G H T. B i g D a t a a n d E C M : Making Smarter Decisions
I D C T E C H N O L O G Y S P O T L I G H T B i g D a t a a n d E C M : Making Smarter Decisions October 2013 Adapted from Worldwide Big Data Technology and Services 2012 2016 Forecast, Melissa Webster
More informationMarketsandMarkets. http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample
MarketsandMarkets http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm
More informationCommercial Loan Origination
CEB TOWERGROUP COMMERCIAL BANKING Commercial Loan Origination Technology Analysis RETAIL BANKING & CARDS PRACTICE Executive Director Aaron Kissel Practice Manager Joanne Pollitt Research Director Andy
More informationare you helping your customers achieve their expectations for IT based service quality and availability?
PARTNER BRIEF Service Operations Management from CA Technologies are you helping your customers achieve their expectations for IT based service quality and availability? FOR PARTNER USE ONLY DO NOT DISTRIBUTE
More informationSoftware Firm Applies Structure to Content Management System for Greatest Value
Partner Solution Case Study Software Firm Applies Structure to Content Management System for Greatest Value Overview Country or Region: United States Industry: Professional services Software engineering
More informationMagic Quadrant for Enterprise Content Management 18 October 2012
Magic Quadrant for Enterprise Content Management 18 October 2012 Uptake of ECM offerings remains strong as organizations harness content to drive key business applications. Process-centric solutions, social
More informationIBM Unstructured Data Identification and Management
IBM Unstructured Data Identification and Management Discover, recognize, and act on unstructured data in-place Highlights Identify data in place that is relevant for legal collections or regulatory retention.
More informationBuilding Your CRM Short List: What You Need to Know Before You Buy
Building Your CRM Short List: What You Need to Know Before You Buy Nov. 28, 2007 Moderator: Matt Villano, senior contributing editor, Campus Technology Introduction Agenda Building your CRM shortlist:
More information9044 - Enhance Performance Management Reporting
September 9 11, 2013 9044 - Enhance Performance Management Reporting Anaheim, California and Analysis Leveraging SAP BI Tools Sean Johnson SAP Agenda Overview of Enterprise Performance Management Value
More informationECM Migration Without Disrupting Your Business: Seven Steps to Effectively Move Your Documents
ECM Migration Without Disrupting Your Business: Seven Steps to Effectively Move Your Documents A White Paper by Zia Consulting, Inc. Planning your ECM migration is just as important as selecting and implementing
More informationVNA & PACS MARKET. Global Forecast to 2018. MarketsandMarkets
VNA & PACS MARKET Vendor Neutral Archive (VNA) [On-premise Software, Hybrid & Cloud; Multi-Department & Multi-Site VNA] & Picture Archiving and Communication System (PACS) [Enterprise, Cardiology & Radiology]
More informationEnterprise Content Management (ECM) Strategies
Enterprise Content (ECM) Strategies Randy Hans Senior Solutions Consultant Open Text Corporation February 19, 2009 SAP 2009 / Page 1 rhans@opentext.com Agenda Open Text & SAP Business Challenges Open Text
More informationStrategic Solutions that Make Your Work Easier. Projects Made Easier Decisions Made Easier Business Made Easier
Strategic Solutions that Make Your Work Easier Projects Made Easier Decisions Made Easier Business Made Easier Have You Outgrown Your Systems? Buyers Say the Partner and the Product are More Important
More informationEnterprise Solutions. Enterprise Content Management Chapter-6
Enterprise Solutions Enterprise Content Management Chapter-6 Learning Objectives Concepts of Enterprise Content Management Inputs to the ECM system Benefits of ECM ECM Product functions ECM Products in
More informationVistara Lifecycle Management
Vistara Lifecycle Management Solution Brief Unify IT Operations Enterprise IT is complex. Today, IT infrastructure spans the physical, the virtual and applications, and crosses public, private and hybrid
More informationMarketsandMarkets. http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample
MarketsandMarkets http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm
More informationWHITEPAPER. An ECM Journey. Abstract
WHITEPAPER An ECM Journey Abstract Over the last few years, Enterprise Content Management (ECM) has evolved multifold. This paper describes the past, current and future state of ECM, and talks about the
More informationDigital Marketing. SiMplifieD.
Digital Marketing. Simplified. DIGITAL MARKETING PAIN POINTS Research indicates that there are numerous barriers to effective management of digital marketing campaigns, including: Agencies and vendors
More informationOffice SharePoint Server 2007
Top 10 Benefits of WSS 3.0 Office SharePoint Server 2007 1. Improve team productivity with easy-to-use collaborative tools Connect people with the information and resources they need. Users can create
More informationENTERPRISE CONTENT MANAGEMENT. Which one is best for your organisation?
ENTERPRISE CONTENT MANAGEMENT Which one is best for your organisation? INFORMATION MANAGEMENT Information management environments are comprised of legacy information resident in line of business applications,
More informationProduct. LoanLaunch TM Single-Platform Loan Origination Processing with a Holistic View of Borrower Transactions across All Products and Channels
Product LoanLaunch TM Single-Platform Loan Origination Processing with a Holistic View of Borrower Transactions across All Products and Channels Product LoanLaunch TM from Fiserv, a single-platform solution
More informationCisco Unified Workforce Optimization for Cisco Unified Contact Center Express
Cisco Unified Workforce Optimization for Cisco Unified Contact Center Express Cisco Unified Communications is a comprehensive IP communications system of voice, video, data, and mobility products and applications.
More informationHP Exstream. Technology for better business outcomes. software for financial services
HP Exstream Enterprise document automation software for financial services Significantly reduce costs and enhance the customer experience with a single software solution for personalized document design,
More informationSupply Chain Management Build Connections
Build Connections Enabling a business in manufacturing Building High-Value Connections with Partners and Suppliers Build Connections Is your supply chain responsive, adaptive, agile, and efficient? How
More informationPredictive Marketing for Banking
Tony Firmani Predictive Analytics Solution Architect Predictive Marketing for Banking Business Analytics software Session Overview Data Drives Decisions Applying Predictive Analytics Throughout Entire
More informationPerceptive Software: Corporate Profile
Perceptive Software: Corporate Profile It is estimated that 80% of enterprise information is unstructured. Scanned contracts and invoices, customer communication, employee files and the like are too complex
More informationLexmark Enterprise Software. Transforming customer engagement
Lexmark Enterprise Software Transforming customer engagement Customer relationships are the lifeblood of your business Whether you serve businesses, consumers, patients, students or citizens, the quality
More informationChartis RiskTech Quadrant for Model Risk Management Systems 2014
Chartis RiskTech Quadrant for Model Risk Management Systems 2014 The RiskTech Quadrant is copyrighted June 2014 by Chartis Research Ltd. and is reused with permission. No part of the RiskTech Quadrant
More informationIBM Customer Experience Suite and Electronic Forms
Introduction It s more important than ever to have a set of capabilities that allow you to create dynamic, self service options for your customers that leverage existing processes and infrastructure. Your
More informationDelivering Cloud Services Transformation : Plan > Build> Assure> Secure. Stephen Miles Vice President, Solution Sales, APJ
Delivering Cloud Services Transformation : Plan > Build> Assure> Secure Stephen Miles Vice President, Solution Sales, APJ Agenda Cloud is Great, Cloud is Good More Options, More Complexity From Outlier
More informationORACLE PROJECT ANALYTICS
ORACLE PROJECT ANALYTICS KEY FEATURES & BENEFITS FOR BUSINESS USERS Provides role-based project insight across the lifecycle of a project and across the organization Delivers a single source of truth by
More informationCertified Information Professional 2016 Update Outline
Certified Information Professional 2016 Update Outline Introduction The 2016 revision to the Certified Information Professional certification helps IT and information professionals demonstrate their ability
More informationEnterprise IT is complex. Today, IT infrastructure spans the physical, the virtual and applications, and crosses public, private and hybrid clouds.
ENTERPRISE MONITORING & LIFECYCLE MANAGEMENT Unify IT Operations Enterprise IT is complex. Today, IT infrastructure spans the physical, the virtual and applications, and crosses public, private and hybrid
More informationLeveraging Media with SAP CRM
n o v e m b e r 2 0 1 2 Leveraging Media with SAP CRM OpenText Digital Asset Management Connector for SAP CRM I n today s business landscape, marketers are faced with a mountain of challenges to ensure
More informationIntegrated Marketing Management Aprimo Marketing Studio On Demand
Integrated Marketing Management Aprimo Marketing Studio On Demand The cloud-based platform that adds new efficiency and effectiveness to all aspects of your marketing. A robust suite of marketing operations
More informationREVOLUTIONIZE YOUR BACK OFFICE DEPARTMENTS NEXT»
R U O Y E Z I N O I T U L S T O V N E E R M T R A P E D E C I F F BACK O NEXT» 2 Streamline back office processes with OnBase With OnBase by Hyland, back office departments reduce their reliance on manual,
More information