Cloud Content Management

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1 Cloud Content Management ECM in the Cloud Shadrach White President

2 Vision ECM as a set of principles applies in any infrastructure scenario. Cloud provides a more secure and less intensive support apparatus. Existing ECM solutions can be either migrated or become extended to the cloud.

3 ECM Theory E Enterprise CM Adoption of a single repository for Content Management is a myth. The value of content diminishes after transactions are completed. TCM Transactional Content Management. 18% have achieved enterprise wide adoption of DM/RM system. 75% have multiple ECM systems. Only 3% have turned off their Network File Shares, although 34% are keen to turn them off. 61% reported that half of their content exists outside of legacy ECM, stored in LOB systems like ERP.

4 ECM in a Mobile World PC Sales are projected to continue to decline 7.6% in 2013 over Tablet Sales are projected to steadily increase, 2013 set for 69% over Over half of those surveyed are comfortable with content being accessed on BYOD or company issued mobile devices. Only 11% of ECM users have mobile access to content.

5 ECM Pivot Mature: The technology has been deployed in most Fortune 1000 companies, Nonprofit, and Government entities. Consolidation: Largely completed but some companies. Process Control: Most large deployments are very process and transaction centric. Insurance, Banking, Application Processing.

6 ECM - Traditional Document Management Business Process Management Records Management Document Imaging Web Content Management Digital Asset Management

7 CCM - Collaboration File Sharing Document Authoring Social Business Voice Video Polling Ranking Like Trend

8 Scale & Access Cloud infrastructure and SaaS applications scale quickly. Multi-Tenant Architecture Access to cloud apps is ubiquitous in a mobile environment. Standard authentication models are available with SAML 2.0, OAuth and direct API.

9 Cloud Market $131B* Disruption: Every corner of business is being touched by emerging cloud technologies and products. Consumer Grade: It used to be that enterprise apps avoided a consumer style UX, that s flipping 180%. Growth: will be exponential as services continue to mature. *Gartner Study

10 Market Comparison ECM Software Market charted for $5.7B in Cloud BPaaS / SaaS charted at $57B CLOUD ECM ECM CLOUD $74B of market is Advertising, IaaS / PaaS. We don t consider that part of the TAM for ECM.

11 Gaps & Opportunities Integration Governance & Records Management Document Imaging Workflow Metadata Model ediscovery

12 Case in Point Legacy ECM SaaS eforms SaaS Collaboration

13 Marijuana Initiative

14 Background I-502 establishes precedent for growing, processing, retailing and possessing marijuana in the State of Washington. The State has legacy ECM and processes liquor licenses using Oracle. Truly paperless application processing was desired as a future state.

15 Current State

16 MJ Unit Rollout

17 Process Description Workflow Packages created in Oracle. eform Application package sent and WF package placed in hold queue. Applicant completes eform. eform injected into existing workflow package and routed to licensing specialist.

18 Process Map

19 Form Design Process

20 Form Sample License Number UBI Number Trade Name Start-Up Costs and Source of Funds Statement Please indicate the total estimated start-up costs for this business related to this application. $ Please indicate the sources of money you are contributing to this business related to this application. Additional sheets utilizing the same format may be attached if necessary 1. Savings/Checking/Investment Accounts: Bank/Institution name Name of account holder Account # $ Bank/Institution name Name of account holder Account # Bank/Institution name Name of account holder Account # $ $ 2. Loans from Banks/Mortgage Companies/Credit Cards, ETC: Bank/Company name Name of account holder Account # Bank/Company name Name of account holder Account # Bank/Company name Name of account holder Account # $ $ $ 3. Cash Borrowed, Gifted or Loaned from a Personal Source: Name Relationship $ Name Name Name Relationship Relationship Relationship $ $ $ 4. Sale of Property (explain the type of property, sale date and the property address for the sale of land): $ PO Box 43098, 3000 Pacific Ave. SE, Olympia WA , (360) , LIQ /2013 Page 1 of 2 $

21 2

22 2

23 2

24 2

25 The Glue AIRLIFT Hybrid Service Bus Connects Cloud to Legacy ECM Hadoop MapReduce Runs as an OnPremise or EC2 instance

26 Key Points Applications are born and remain digital throughout the process. Existing legacy ECM solution leveraged. New cloud eforms solution integrated. IT becomes familiar with cloud apps as a stepping stone to a future state.

27 What we are achieving Eliminate paper handling. - Or at least highly reduced. Modern, mobile workflow. - all documents are linked together. Readable documents. - no more handwritten documents. Get exactly what we want. - required fields! BONUS! Big data. - business analytics drives future licensing regs. 2

28 Future State Replace Legacy ECM solution Cloud Workflow Cloud Storage Responsive UX Design Considerations: records management, managed metadata model, advanced search (boolean).

29 Applicant(s) Browser BLS Feed B l a n k Forms B L S R e c or d Workflow Process Image Index L e t t e r s Signed F o r m s DocuSign HTTPS API Force.com HTTPS API Box Firewall Scan Operator Browser Enforcement LS3

30 Offer Code 50% Off ( WKERLSE ) Release Date November 22, 2013

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