Document Lifecycle Management for Engineering and Resources

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Elwin Blair
10 years ago
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1 Document Lifecycle Management for Engineering and Resources

2 Need to Manage Engineering Documents? Fastman s Document Lifecycle Management for Engineering and Resources can help!

3 What is DLM4ER? Document Lifecycle Management for Engineering and Resources (DLM4ER): A solution for managing documents through their lifecycle and beyond Built on industry leading technology Tested in production Able to support drawing management processes Based on a standard configuration to reduce build costs

solution for managing documents through their lifecycle and beyond Built on

4 Unbranded Package DLM4ER is an Out of the Box offering that will be customised to your processes. Corporate Branding Images Styles Coversheets Templates Distribution lists Project structures Folders File Plans Workflows Processes Approvals

Corporate Branding Images Styles Coversheets Templates

5 DLM4ER Meeting Business Requirements Standard DLM4ER Components Customer Specific Comp Customer Unique Requirements Every customer is unique, But most processes are based on standard structures

6 The Corner Stone of a Successful System Users find and making use of their documents. Transmittals created, processed, monitored and dispatched. Corporate Document Management standards met Documents controlled in a secured, managed environment, and made available when required

Transmittals created, processed, monitored and dispatched.

7 DLM4ER Components Fastman Bulk Data Manager OpenText ECM Suite ResonateKT Web Reports OpenText Transmittals Adlib Express

8 Functional Components Content Lifecycle Management FCS Bulk Data Manager (BDM) Upload New Documents Upload New Versions Bulk Update Document Metadata ResonateKT Web Reports Open Text ECM Suite Open Text Transmittal Management Create Contact and Distribution Lists Create Transmittal Cover Sheets Configure Transmittal Numbering Formats Create & Send New Transmittals Acknowledge and Respond to Transmittals AdLib Express

Transmittal Management Create Contact and Distribution Lists Create Transmittal Cover Sheets Configure

9 What is the ECM Suite 2010 Engagement Social media Blogs Real-time collaboration Multi-channel delivery Personalization Communities Collaboration Web content management Wikis Expertise location ediscovery Document management Scanning Lifecycle Records management Content security Archiving Digital asset management Auditing Transaction Document recognition Process automation Fax management Imaging OCR/ICR Report management Transmittals Transaction archive

management Scanning Lifecycle Records management Content security Archiving Digital asset management Auditing

10 Multiple Interfaces with Minimal Effort

11 What Will Users See?

12 What is Fastman s Bulk Data Manager Bulk Updating of Document Metadata Loading multiple documents and version

13 What is WebReports management dashboards role driven interfaces automated business processes and simplified reporting Provides Real Time and On Request Reporting for Transmittal Management

and simplified reporting Provides Real Time

14 Reporting, Monitoring and Audits Standard Reports: All Documents Documents due or coming due for processing Transmittals missing acknowledgements Past due documents New document versions to transmit Project documents components Process performance monitoring More can be provided

acknowledgements Past due documents New document versions to transmit

15 Open Text and Fastman - a Natural Fit Formed in 2006 (collectively 40 years experience in OT Products) ECM Specialist in Design, Installation, Support & Development of ECM Enhancement modules

16 The Fastman DLM4ER Project Lifecycle Start with the standard offering Identify variations (based on requirements) Confirm system design Deploy products & configuration Test, train and transfer to customer Help populating content Provide ongoing support

system design Deploy products & configuration Test, train and

17 Successful implementation can be completed in 2-3 months* How Long Will it Take? Document Control ROI - Immediate after Go Live *Based on the standard implementation and excluding customer setup actions

18 Main Benefits Take Charge of your engineering drawing lifecycle management processes to Minimise Risk. Reduce Costs by automating the tracking of your documents streamline the management of your transmittal processes, with a system that allows you to easily Comply with Evolving Standards Foster Content Integrity by monitoring the status of documents and provide access to the correct version at the right time

transmittal processes, with a system that allows you to easily Comply with Evolving Standards Foster

19 Success is Dependant On Content DLM4ER enhances and provides the tools to manage your transmittal process

20 DLM4ER + Customer Content + Process = ROI Customer Documents Drawings Metadata Structures Processes People (Owners and Users) DLM4ER Fastman BDM Open Text ECM AdLib Express ResonateKT

21 DLM4ER is here to Support Your Business Users searching and access the correct transmittals and versions. Transmittals created, processed, monitored and dispatched to KPI timing and project naming standards Documents correctly numbered, secured, and dispatched as required.

22 Next Steps Contact Fastman Book a demonstration of DLM4ER Review the Approach Confirm Your Requirements Establish a Quote Start the Engagement

EverSuite. Enterprise Content Management Solutions. Capture. Manage. Store. Preserve. Publish

EverSuite. Enterprise Content Management Solutions. Capture. Manage. Store. Preserve. Publish EverSuite Capture Manage Store Preserve Publish Enterprise Content Management Solutions The growth of unstructured content and processes has created many new challenges for organizations from employee