Intelligent Information Management and AI

What is EDMS/ECM Enterprise Content Management (ECM) is the strategies, methods, and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM covers the management of information within the entire scope of an enterprise whether that information is in the form of a paper document, an electronic file, a database print stream, or even an email

What does that include? Capture: OCR, Barcode Manage: Versioning, check-in, control BPM: Workflow Collaboration Records Management Archiving Compliance: ISO, FDA

How do customers use ECM today?

Saving Documents To M-Files -Save To The M: Drive -Fill Out Properties Document Type Date Customer Project Enjoy The Benefits Lightning Fast Search One, Always Up-to-date Document Offline Availability

View It Any Way You Want To Use Dynamic Views to view & organize content Views are automatically updated with any changes By Project By Customer By Project And Doc Class + Proposal A&A Consulting Austin District Redevelopment

Edit Without Fear of Duplication Check out document to edit Reserves the document for editing Prevents others from editing at the same time Others are still able to read checked out documents Check in document when done Once checked in, others can edit the document Co-Authoring Simultaneously edit shared documents Collaborate with co-workers and outside parties See who has made changes and what they are

Version History Keep Track of All Changes History is automatically documented View previous versions at any time Eliminates the risk of accidental data loss Traceability ensures quality standard compliance in regulated industries Efficient use of hard disk space Only "delta" changes are stored

Welcome to the Industry's Most Advanced Permission Management User & user group rights Per document Per Document Class Metadata-driven permissions Enables automatic changes to access permissions with any change in metadata, such as when a document is approved or project team members change Simple setup & administration Active Directory support

Flexible, Compliant Workflows Automate business processes Here's an example: Standard Operating Procedure DRAFT WAITING FOR APPROVAL APPROVED REJECTED IN REVIEW COMPLIANCE APPROVAL STATES REGULAR REVIEW PERMISSIONS

Integrate with Other Business Systems Packaged integrations: Microsoft Dynamics Microsoft SharePoint Microsoft Office Salesforce.com NetSuite ConnectWise Autodesk (AutoCAD) Kofax Express PSIGEN The M-Files API connects to virtually any database

Paperless Intelligence Capture paper documents with existing scanners & multifunction devices TWAIN & WIA Scanners Supported Search content within scanned documents Zone OCR enables automatic metadata tagging Text, Barcodes, QR Codes Benefit from unique M-Files features Access in Dynamic Views Automatic Permissions Workflow Integration PAPER DOC SCANNED CHARACTER RECOGNITION (OCR) SAVED IN M-FILES

AP/Invoice Processing Benefits Capture from paper to digital Integrate with other business systems Automate the review and approval process Protect sensitive data Access anything from any device

Benefits of M-Files HR Centralized Data Access - A full 360 view to your records and content Automated Workflows - More efficient employee management and document control Onboarding Management - Easily manage and track onboarding requirements Metadata Driven Permissions - Users only see the content they should. Permissions are automatically driven by your employee data Retention Management - Automated records archival and disposition

Reporting & Business Intelligence Get insight into your operations View real-time statistical data about your vault Make better decisions based on data View information from external CRM and ERP systems

Quality Management and Compliance Supports compliance initiatives FDA 21 CFR Part 11 EU GMP Annex 11 ISO 9000/9001 Good Manufacturing Practice (GMP) Some target industries Pharmaceutical & Life Sciences Healthcare Manufacturing Aviation Mining Petrochemical Food Production Time-stamped log & audit trail Comprehensive version history Mandatory workflows Support for electronic signatures Strict access control v2 QMS

Contract Lifecycle Management Benefits Review and approve contracts faster Version control and history Protect sensitive data Automate paper-based processes Access and manage contracts anywhere

Project Management Benefits Quick access to project information Protect confidential information Manage big data and big content Enhance project visibility Access and manage projects anywhere

WHAT'S NEXT?

What's the problem? Exploding information, chaos, silos, inefficiency What MUST be managed? Content AND Data Where is it? Everywhere What do businesses want to do with it? Extract insight, innovate, focus on what's useful What do businesses and users REALLY WANT? Enhanced customer and user experiences

A wave of consumerization and increasing business demands is washing over management and IT...

Bring Your Own Users expect work technologies to be as easy and powerful as those they use in their everyday lives. Device (BYOD) Application (BYOA)

The Paradox of Control. Information chaotically proliferates, or it is trapped in rigid, one-size-fits-all systems... stifling productivity and innovation. the harder we hold on the worse it gets.

Intelligent Information Management Unlock information value and innovation without disruption without migration put information in context put users in control

Intelligent Information Management Intelligent Case Management Intelligent Project Management Intelligent Claims Management Intelligent Asset Management Intelligent Content Management Intelligent Document Management

Today's Information Management Challenges

Too Many Information Silos ERP? Network Folders CRM IBM Lotus Notes

A Chaotic Content Environment Multiple, fragmented repositories Difficult to find information Low user adoption

We don t need yet another repository!

What is needed Integration: more value out of existing assets Unified access from anywhere, anytime Focusing on what is valuable Simple user interfaces

The Next Generation of ECM Metadatadriven + + = Intelligent Metadata Layer Repository Agnostic Intelligent

Organize information based on what something is instead of where it's stored Proposal Y: Proposals 2016 Projects ESTT Corporation ESTT Website Renewal Official docs 9/30/2016 Website renewal

Bridging Structured and Unstructured Data ERP CRM Content

The Next Generation of ECM Metadatadriven + + = Intelligent Metadata Layer Repository Agnostic Intelligent

Value-Based Information Management Content should be managed differently based on its value Unmanaged/casual content: Files that are less critical to the business Mostly discovered based on full-text search Managed content: Business critical Valuable information precisely classified with metadata

New Architecture Easy and Engaging Core ECM Capabilities Unified User Experience Layer Unified User Experience Layer Optimized for Your Device Intelligent Metadata Layer Intelligent Metadata Layer Search Across Repositories Mobile and Offline Enabled Automatic Metadata and Classification Multi-Repository Backend

Unified Interface to All Data and Content

The Next Generation of ECM Metadatadriven + + = Intelligent Metadata Layer Repository Agnostic Intelligent

Automatic Classification and Intelligent Metadata Suggestions Easy classification of unstructured content Metadata suggestions Adaptive classification Structured content from unstructured Metadata-based navigation Relationships between information

A Promising Future

No need to migrate NEW ECM SYSTEM

The Power of M-Files for Any Repository Virtual drive Search Metadata Dynamic views Automatic version history Workflows Mobility Offline access Security

Changing the Way the World Manages Information