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Perficient ECM Group featuring EGRC Solutions

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Presentation on theme: "Perficient ECM Group featuring EGRC Solutions"— Presentation transcript:

1 Perficient ECM Group featuring EGRC Solutions
Perficient Enterprise Content Management Presented by: Robert Elefante & Amy Shavor

2 EGRC Solutions Strategy
About Perficient Perficient ECM Practice Our ECM Capabilities What is Enterprise GRC? How does eGRC help our clients Solution Introduction Sample Sword Achiever Portals Questions

3 About Perficient Leading Technology Consulting & Solutions Firm
Founded in 1997 $240MM+ in annualized Revenue Over 1,200 highly-experienced Consultants 19 Locations across North America Software Solutions Expertise, including: Enterprise Portals & Content Management SOA, EAI and BPM e-Commerce and Product Information Mgmt Business Intelligence/ETL Customer Relationship Management/CDI User Experience/UCD Key Differentiators Focused expertise, lower cost, faster time-to-value IT Solutions with Business Focus National consultants overlay Local delivery model Mature, proven Project Methodology Global Development Centers in China & Europe

4 Perficient National ECM Practice
Why is Perficient the best choice for Enterprise Content Management? 35 + ECM Consultants Experience with the EMC software stack i.e.: xCP Certifications, SourceOne, Captiva, Records Manager, Web Publisher, Documentum, XML Authoring Deep industry and technical expertise Perficient colleagues have been a part of successful ECM projects for over 10 years providing clients with significant implementation experience to leverage Proven methodology to ensure a disciplined approach to ECM implementations Portal and ECM solution integration expertise – a true market differentiator Offer Offshore Capabilities - blended rate structures offer a lower cost option Perficient’s ECM Capabilities ECM Assessment, Strategy, Road Map, Governance, Compliance Integrated, Full Lifecycle Solution Development Holistic Records Management Performance Reviews Portal Integration Framework ECM Migration Solution and Framework Enterprise Search

5 EMC/ECM Solution Capabilities
CUSTOMER ISSUES TECHNOLOGY Compliance with industry regulations and standards Challenges around operational efficiency and customer service from inadequate information access and inefficient processes Difficulties in information sharing across projects and systems Challenges in meeting Information archiving or retention requirements Reducing TCO and risk associated with corporate information Scanning and forms capture Process mapping & management, integration XML, Java, .NET etc Advanced search Repository services SOLUTION & CUSTOMER BENEFITS ALLIANCES Consultancy and integrated solutions to business problems where organisations need to create, exploit, process and retain unstructured information Data Capture (eg paper, forms, documents, data streams) Electronic Document & Records Management Business Process Management XML Authoring Benefits Realisation and Change Management Consultancy SharePoint in today’s environment Leverage a local presence in the area Assessment and Strategy work Customer Benefits Ability to adhere to regulatory compliance in accordance with standards Reduced paper volumes (cost) and automated processes (efficiency) Increased ability to manage and control access to corporate information Preservation and exploitation of information Enablement of knowledge sharing and collaborative working New Logo's

6 What is Enterprise GRC Governance: The process by which policies are set and decision- making is executed. Risk Management: The process for addressing risk with A balance of mitigation through the application of controls Transfer through insurance Acceptance through governance mechanisms Compliance: The process of adherence to policies and decisions. Policies can be derived from internal directives, procedures and requirements, or external laws, regulations, standards and agreements. The primary purpose of a eGRC solution is to improve and automate much of the work associated with documentation and reporting of the risk management and compliance activities that are most closely associated with corporate governance.

7 How Does eGRC Help Our Clients
Internal Challenges Managing compliance to external standards (ISO, API, SCADA, HSPD, etc) Adhering to government regulations – EPA/OSHA/SEC/FDA Ensuring product quality and brand protection Identifying and mitigating risks Working to client specifications Ensuring that everyone is continually trained on all SOP & Work Instructions Compelling Events Failed government audit – EPA/OSHA fines Product recall – damage to brand reputation New government regulations Bodily injury/death

8 Need for Integrated EGRC Platform
Why? Benefits? Eliminate Silos Enable Consistency Improve Quality Reduce Enterprise Risk Increase Return on Investment / Benefits Proactive risk and compliance management Two front ROI: Compliance simplification Operational efficiencies Source: Open Compliance & Ethics Group

9 Solution Introduction
Perficient’s enterprise GRC solution delivers an integrated governance, risk and compliance management platform based on leading solution components from Sword Achiever and EMC Documentum Perficient’s GRC solution delivery services enable expansion of the enterprise GRC platform into broader ECM solution components including eDiscovery, Records Management and Management

10 Solution Screenshots Executive Requirement
Single View of all compliance matters across the whole business Graphical indication of highest priority risks are around severity, root cause or cost. Outstanding actions specific to the user from any configured source Navigable progress of Top Audit Status Embedded Custom Graphical Reporting Portlets Real Time visible progress of Compliance Level within the business.

11 Solution Screenshot Compliance User Portal
Personal and Departmental Queues Scheduler Audits, Reviews and Approvals Personal Action Queues Departmental Task Schedules Departmental Task Status Folder Tree allows browsing to all Departmental GRC Content

12 Solution Screenshot Operational User Portal
Intuitive and simple to use Clear and concise Plug-in for corporate portal Google ®Style Document Search Real Time visible progress of Compliance Level for Individual Employee Outstanding actions specific to the user from any configured source Training Requirements Status

13 Perficient/EMC Compliance Platform
Audit / Risk Management Legal Finance Information Technology Human Resources Compliance Interface Business and IT Governance Dashboards Compliance Offering Portfolio Business Process Management Templates – Best Practices - Modeling – Simulation – Forms – Execution - Activity Monitoring - Queue Management Regulated Content Services Trusted Content Services Regulatory Publishing Enterprise Search Authoring Tool Integration Enterprise App. Integration Audit Trails SAFE Credentialing Library Services Classification Lifecycles Change Control Relation Management XML Management Renditions eSignatures Encryption Access Control Link Management Transformations Publishing Workflow Repository Services Records Management Retention Policies Intelligent Storage Mgmt.

14 Client Value Proposition
Metrics Comparison Before After Standards compliance tends to be primarily paper-based Single-view of all activity across the business relevant to particular standards Numerous “silos” across the business to manage various areas of compliance Single solution to manage all areas of compliance Difficult for senior level managers to get enterprise-wide reports around GRC Real-time reporting combining information from disparate business groups Obsolete/out-dated SOPs and work instructions Up-to-date documentation enabled by verifiable audit-trail monitoring Large amounts of resources and time dedicated to auditing Auditors use the GRC system with focused view to activity supporting each standard Disparate GRC and ECM tools and processes creating information and compliance gaps Common enterprise-wide integrated GRC/ECM platform reducing significant time and effort

15 EGRC Solutions Additional Material

16 Question Time Any Questions?
We can arrange demos designed to address you particular business need Contact Details Amy Shavor Perficient ECM Group Compliance Business Development P: E:

17 2010- From a Customer Perspective
$30B will be spent with no clear dominant provider The largest market segment - $24B – is underserved using silo’d Microsoft solutions (Excel, Office and/or SharePoint) Most current GRC solutions are either a combination of hard copy/shared drives or niche IT solutions such as HSE, SOX, QA systems 9/10 CIO’s view their GRC systems as “soiled” and plan to do something about it over the next three years Primary Drivers for 2010 Increased gov’t regulatory environment will require businesses to investment more in GRC solutions. Current risk management systems tend to be absent of the qualitative data needed to effectively identify, mitigate and report on risks within the business Business Ethics Compliance SR Level Mgmt Reporting is poor and needs to be changed

18 eGRC in Life Sciences FDA 21 CFR Part 11 (Electronic Signatures on Electronic Documents) BIMO- on site inspections and data audits designed to monitor all aspects of the conduct and reporting of FDA regulated research Application Integrity Policies External accreditations such as ISO Internal/External Audits Issues Management within the research labs Equipment calibration and maintenance Policy controls, SOPs, work instructions Training and Skills against the policies Operational & Financial Risk Analytics and Reporting Enterprise reporting across all elements Ad-hoc BOM

19 eGRC in Manufacturing Government Regs- OSHA, EPA, SEC, HIPPA, SOX
External Accreditations- ISOs, API, BRC Internal/External Auditing Policy, SOP, Work Instructions across the manufacturing process Training & Skills against those polices Accident & Incident Reporting on the production floor Operational & Financial Risk Assessments Issues Management Supplier Management Equipment Management & Maintenance Ad-hoc BPM Enterprise Reporting across all elements

20 Market Analysis The enterprise GRC market was approx. $30B in 2008; across all industry verticals $9B spent on technology 45 out of 50 IT execs polled expected to increase spending in GRC in 2010* Over 50% of respondents view their current GRC approach as “soiled”* 9/10 respondents expected to move to an integrated GRC approach within 3 years Each industry vertical has unique and identifiable GRC requirements * Business Finance Magazine – September, 2009

21 Market Analysis Industries Degrees of Regulation Logistics
Agribusiness Food & Bev Healthcare Manufacturing SEC OSHA EPA Suppliers Customers Industry Associations ISO & Best Practices Next steps: Rank industries in order of revenue opportunities – largest to smallest.

22 Market Analysis Can be enterprise or departmental Compliance Officer
EHS Director/Manager Quality Director/Manager Audit Director Legal Department IT Department Accounting/Finance Department Buying Roles

23 Market Analysis Internal Challenges
Managing compliance to external standards (ISO, API, SCADA, HSPD, etc …) Adhering to increasing government regulations (EPA, OSHA, SEC, FDA) Ensuring product quality and brand protection Identifying and mitigating risks Working to client specifications Employee training and communications of SOPs and Work Instruction Compelling Events Failed government audit – EPA/OHSA fines Product recall and damage to brand reputation New government regulation Bodily injury/death Customer Profile and Business Challenges

24 Competitive Differentiator
True integrated enterprise GRC/ECM platform Cross-industry solution supports any and all internal/external standards or regulations Easily configurable framework Enterprise-wide real-time reporting Can be deployed in phased approach Exclusive agreement between Perficient and Sword-Achiever for North American market Why Perficient Can Succeed

25 Competitive Analysis Microsoft (MS Office, SharePoint)
Thomson Reuters (Paisley) OpenPages BWise Oracle Major Competitors

26 Perficient Services Strategy
Client Value Proposition Solution Definition Sales Strategies and Execution Partnerships Delivery Consider

27 Client Value Proposition
50% reduction in time to gain certifications 80% reduction staff resources required for audits 20% reduction in business risk-related insurance premiums supported by quantifiable and accurate risk assessment matrices Reduction in non-compliance assessment fines due a complete and verifiable audit trail against all process and infrastructure compliance management Reduction in compliance monitoring and reporting cost Reduction in GRC/ECM systems support and maintenance costs Contributors to Solution ROI

28 EGRC Solution Perficient delivers an integrated governance, risk and compliance management platform based on leading GRC and ECM solution components ensuring clients have a controlled and consistent approach to managing regulatory, legislative and best-practice requirements Installing an integrated GRC and ECM solution will result in better quantitative data and resolution of gaps within clients’ current GRC solutions leading to quicker time to certification and compliance to government standards. This will minimize government fines as well as potentially lower insurance premiums Value Proposition and Business Benefit Summary

29 EGRC Solution Key Features and Benefits Feature Benefit
Configurable Framework Ability to easily add/modify fields within all modules to align with business process needs Standards Referencing Clients can manage every single standard across the business in a single system Unlimited User Dashboards Customizable dashboards which show information, actions and reporting relevant to specific job roles Enterprise reporting capabilities Ability to pull information from across the business into a single report Integration with ECM Platform Single, common and comprehensive source for enterprise information

30 GRC Enterprise GRC Conceptual Solution Architecture
Policy and Controls Management Document Management Training & Skills Risk Analytics & Reporting Graphical Reporting Investigative Meetings Incident Reporting Risk & Control Assessment Risk Assessment Audit & CARS GRC Web Services Listening Layer EJB Layer ECM Platform Engines (e.g. content, process, etc …) DCTM Content Server

31 Solution Demonstration
Government regulation inspection/audit Financial risk/audit management IT audit/compliance management External/third-party compliance audits Demo Options Link to pre-recorded demo Link to live demo Scenarios

32 Technical Overview Solution Architecture Technical Components Consider
Technical Requirements Consider

33 Solution Architecture
Primary and secondary integration points to ECM system Document I/O (incl. insert, update, check-in/check-out, versioning, etc …).

34 Technical Components Representative ECM/GRC System Integration
Achiever and FileNet P8

35 Technical Requirements
Development of software integration components Platform requirements such as hardware, operating system, database, security, etc … typically leverage existing ECM and Active Directory platform infrastructure Additional hardware components may be required to address enterprise capacity or performance requirements High-level req’ts supporting an enterprise GRC/ECM

36 Sales Strategies and Execution
Key client contacts Solution positioning Qualifying questions Objection handling Product pricing Customer success stories Sales and marketing resources Consider

37 Key Client Contacts Single Solution For All These Areas
Industry Segment Key Contacts Lines of Business What Are Their Issues Compliance Director/VP Overall compliance across their business EHS Director Operation H&S on sites as well as compliance to environmental standards US Gov’t. now sees OSHA/EPA as a source of revenue Ethics Officer Legal Business ethics, SOX, supplier ethics, foreign markets VP of Quality Operations Adherence to internal/external stds within operational processes New certifications (e.g. ISO) HR Employee certifications, training and skills development Risk Officer Challenges with accurate and quantitative data

38 Qualifying Questions Are identifying and mitigating risks in a climate of increasing regulations a concern? What solutions are currently in-place to address this? Are current solutions consistently utilized across the enterprise or exist mainly in pockets? Can you pass a government or legal/audit inspection? If not, what would be the impact to our business? Is your enterprise GRC information relevant, accurate, timely and easily accessible across all areas of the business?

39 Objection Handling We already have systems that address this
We’re currently developing a solution using SharePoint Sounds great but we have no budget We have no issues around compliance What to do if potential clients say … Already have systems Response: If these are silo’d or homegrown, then there may be gaps, outdated or inconsistent information that can cause compliance or audit failures. This would also prevent senior management from understanding enterprise-wide compliance risks and associated negative exposure. SharePoint Response: SharePoint is not designed or intended to be a GRC or enterprise-class ECM system. Using SharePoint exposes the client to the following risks: No referenceability to standards and associated audits or risk management solutions/activities Limitations on the volume of information/data that can be handled as well as stringent compliance requirements such as electronic signatures. Out-of-the-box features and functionality of andintegrated GRC/ECM solution would require significant customization, if even possible, using SharePoint. SharePoint can be more effectively used as a front-end to an integrated GRC/ECM solution based on Sword Achiever and FileNet. No Budget Objection: With most customers, ROI can be achieved within months. Beyond basic ROI, customers need to consider the potential business risk as a result of a failed government of legal audit There are numerous Internet resources in-consideration of industry or vertical audit risk and exposure to use as reference No issues objection: Clients may have been lucky so far but in an environment of increasingly stringent regulations (government, financial, legal and industry), there is an increasing chance the your company will need to address GRC in the near future. The exposure to the business of not having a system far outweighs the cost of not having one. More and more instances are reported daily of companies reacting to heavy fines and prosecution.

40 Product Pricing/Packaging
Typical GRC cost options include: Core suite includes: document control, audits and CA, issues and CAPA Server License: Additional Module Licenses: Additional Costs - User Licenses (concurrent users): Read-Only Users: Full-Use Users: Maintenance of approx. 25% of licensing costs Licenses costs decrease with more servers and/or users Achiever GRC Solution Can stand-alone or integrated with ECM systems Modularized implementation/investment options Typical ECM cost options vary based on numerous factors including solution vendor, modules, users, etc … Modular Approach to Pricing

41 Product Pricing/Packaging
EGRC Assessment – Health Check/“Art of the Possible” Achiever Only - GRC Achiever and ECM – Enterprise-Wide GRC Perficient EGRC Solution Packages

42 Product Pricing/Packaging
Encompass Sword Achiever, ECM modules and supporting integration as well as support and maintenance services Delivery/implementation services scope and cost are based on a client’s system maturity level and IT/business infrastructure All major languages and geographies are supported as well as double-base Cyrillic languages Perficient provides full implementation, integration, enterprise content migration and 24/7 support services Solution Packages Info

43 GRC Success Story Challenge Business Benefits Solution
Need for audit and information management responsibilities to comply operational guidelines within the Gas & Oil industry and to supply reliable and accurate supply management information Consistent format and access to Information across the business Eliminated unnecessary work Ensured consistency in SOPs and WIs through out the organisation Audit trails that identify adherence to Corporate process and procedures Solution Sword Achiever GRC Policy Control Audit and CARS Management Issues Management “Achiever gave us the style and consistency to define our core processes across the organization with high visibility and user acceptance”- Stewart Robotham- Corporate Control

44 Marketing and Sales Resources
Dedicated ECM NBU EGRC Sales and BD Lead Leverage BD Resources Across Perficient LBU’s Leverage partnerships with Sword and ECM solution providers (e.g. IBM, EMC) Develop strong solution sales collateral Develop strong sales incentives (internal BD’s, partners) National ECM NBU EGRC Solutions

45 Marketing and Sales Resources
Functional and technical publications available on Sword-Achiever GRC solution at Key ECM NBU resources/contacts: Ed Rawson … Sean Roy … Amy Shavor … Publications, Training, Etc …

46 Partnerships

47 Delivery

48 Business Plan

49 Financial Plan

50 Thank You

51


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