Transformation Journey from Multiple Document Management Systems to IBM ECM Products DCP-2535
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1 Transformation Journey from Multiple Document Management Systems to IBM ECM Products DCP-2535 Ryan Dennings Auto-Owners Insurance Company October 28, IBM Corporation
2 Overview Auto-Owners Insurance Company Business Drivers Transformation Strategy Objective Team Solutions Results What s Next 1
3 Auto-Owners Insurance Company Life, Health and Annuities Property and Casualty Almost 100 Years We Write in 26 States Independent Agencies Home Office in Lansing, MI 28 Regional Offices 93 Claim Branch Offices Fortune 500 Company since
4 Business Drivers Going into the Evaluation Scalability Stability After Evaluation Integrate with Systems of Record APIs, ICC for SAP, etc. Advanced Capture OCR, ICR, FingerPrinting, Content Classification Better Business Processes Workflow, Customizable User Interface Forward Thinking Mobile 3
5 Transformation Strategy
6 Objective Migrate Content and Business Functions Two Free Standing Repositories One Repository Connected to SAP Improve business processes As part of the transformation where possible and feasible. 5
7 Team Auto- Owners Associates 22 Full Time Associates and Leadership IBM Lab Services Architecture Capacity Planning Installation Support Performance Tuning Recommendations Business Partners Pyramid Solutions HTC Global Services 6
8 Solutions Core Business CPE Integration Strategy Datacap Initial Release Q Content Navigator Q Ease of Drag & Drop 40,000 more documents a month over manual process. Thousands of documents automatically classified when turn around time is most important. Advanced Capture for Catastrophe Claims Q
9 Solutions Core Business Case Manager, CPE, Datacap 5.1 Platform ECM Printer SOR Integrations Upgrade May Platform CPE Case Manager Catalogs Document Case Task Capture Maturity Ongoing Advanced Capture for Structured Forms Initial Release June 2014 Custom UI Component Refactoring Q
10 Solutions Departments Automatically filing agent certifications saving the department 55 days of work in the last year. CPE & Datacap Content Navigator Desktop for viewing documents ICN Link to Systems of Record. Links from System of Record to ICN. System of Record Integration 9
11 Solutions Departments CPE Automatic filing workflows Content Navigator Desktop for viewing of filed documents ICC for SAP 10
12 Results Document Automation Manual Classified 11% Automatically Classified 41% Automatically Classified 11% Automatically Classified 89% Manually Classified 59% Manually Classified 89% 11
13 Results Multiple Applications 12
14 Results Single Application 13
15 What s Next More Solutions and Migrations AutoStore Advanced Capture Mobile Capture 14
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17 Notices and Disclaimers Copyright 2015 by International Business Machines Corporation (IBM). No part of this document may be reproduced or transmitted in any form without written permission from IBM. U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM. Information in these presentations (including information relating to products that have not yet been announced by IBM) has been reviewed for accuracy as of the date of initial publication and could include unintentional technical or typographical errors. IBM shall have no responsibility to update this information. THIS DOCUMENT IS DISTRIBUTED "AS IS" WITHOUT ANY WARRANTY, EITHER EXPRESS OR IMPLIED. IN NO EVENT SHALL IBM BE LIABLE FOR ANY DAMAGE ARISING FROM THE USE OF THIS INFORMATION, INCLUDING BUT NOT LIMITED TO, LOSS OF DATA, BUSINESS INTERRUPTION, LOSS OF PROFIT OR LOSS OF OPPORTUNITY. IBM products and services are warranted according to the terms and conditions of the agreements under which they are provided. Any statements regarding IBM's future direction, intent or product plans are subject to change or withdrawal without notice. Performance data contained herein was generally obtained in a controlled, isolated environments. Customer examples are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual performance, cost, savings or other results in other operating environments may vary. References in this document to IBM products, programs, or services does not imply that IBM intends to make such products, programs or services available in all countries in which IBM operates or does business. Workshops, sessions and associated materials may have been prepared by independent session speakers, and do not necessarily reflect the views of IBM. All materials and discussions are provided for informational purposes only, and are neither intended to, nor shall constitute legal or other guidance or advice to any individual participant or their specific situation. It is the customer s responsibility to insure its own compliance with legal requirements and to obtain advice of competent legal counsel as to the identification and interpretation of any relevant laws and regulatory requirements that may affect the customer s business and any actions the customer may need to take to comply with such laws. IBM does not provide legal advice or represent or warrant that its services or products will ensure that the customer is in compliance with any law. 16
18 Notices and Disclaimers (con t) Information concerning non-ibm products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products in connection with this publication and cannot confirm the accuracy of performance, compatibility or any other claims related to non-ibm products. Questions on the capabilities of non-ibm products should be addressed to the suppliers of those products. IBM does not warrant the quality of any third-party products, or the ability of any such third-party products to interoperate with IBM s products. IBM EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. The provision of the information contained herein is not intended to, and does not, grant any right or license under any IBM patents, copyrights, trademarks or other intellectual property right. IBM, the IBM logo, ibm.com, Aspera, Bluemix, Blueworks Live, CICS, Clearcase, Cognos, DOORS, Emptoris, Enterprise Document Management System, FASP, FileNet, Global Business Services, Global Technology Services, IBM ExperienceOne, IBM SmartCloud, IBM Social Business, Information on Demand, ILOG, Maximo, MQIntegrator, MQSeries, Netcool, OMEGAMON, OpenPower, PureAnalytics, PureApplication, purecluster, PureCoverage, PureData, PureExperience, PureFlex, purequery, purescale, PureSystems, QRadar, Rational, Rhapsody, Smarter Commerce, SoDA, SPSS, Sterling Commerce, StoredIQ, Tealeaf, Tivoli, Trusteer, Unica, urban{code}, Watson, WebSphere, Worklight, X-Force and System z Z/OS, are trademarks of International Business Machines Corporation, registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at "Copyright and trademark information" at: 17
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