Presentation on theme: "Perficient ECM Group featuring EGRC Solutions"— Presentation transcript:
1 Perficient ECM Group featuring EGRC Solutions Perficient Enterprise Content ManagementPresented by: Robert Elefante & Amy Shavor
2 EGRC Solutions Strategy About PerficientPerficient ECM PracticeOur ECM CapabilitiesWhat is Enterprise GRC?How does eGRC help our clientsSolution IntroductionSample Sword Achiever PortalsQuestions
3 About Perficient Leading Technology Consulting & Solutions Firm Founded in 1997$240MM+ in annualized RevenueOver 1,200 highly-experienced Consultants19 Locations across North AmericaSoftware Solutions Expertise, including:Enterprise Portals & Content ManagementSOA, EAI and BPMe-Commerce and Product Information MgmtBusiness Intelligence/ETLCustomer Relationship Management/CDIUser Experience/UCDKey DifferentiatorsFocused expertise, lower cost, faster time-to-valueIT Solutions with Business FocusNational consultants overlay Local delivery modelMature, proven Project MethodologyGlobal Development Centers in China & Europe
4 Perficient National ECM Practice Why is Perficient the best choice for Enterprise Content Management?35 + ECM ConsultantsExperience with the EMC software stack i.e.: xCP Certifications, SourceOne, Captiva, Records Manager, Web Publisher, Documentum, XML AuthoringDeep industry and technical expertisePerficient colleagues have been a part of successful ECM projects for over 10 years providing clients with significant implementation experience to leverageProven methodology to ensure a disciplined approach to ECM implementationsPortal and ECM solution integration expertise – a true market differentiatorOffer Offshore Capabilities - blended rate structures offer a lower cost optionPerficient’s ECM CapabilitiesECM Assessment, Strategy, Road Map, Governance, ComplianceIntegrated, Full Lifecycle Solution DevelopmentHolistic Records ManagementPerformance ReviewsPortal Integration FrameworkECM Migration Solution and FrameworkEnterprise Search
5 EMC/ECM Solution Capabilities CUSTOMER ISSUESTECHNOLOGYCompliance with industry regulations and standardsChallenges around operational efficiency and customer service from inadequate information access and inefficient processesDifficulties in information sharing across projects and systemsChallenges in meeting Information archiving or retention requirementsReducing TCO and risk associated with corporate informationScanning and forms captureProcess mapping & management, integrationXML, Java, .NET etcAdvanced searchRepository servicesSOLUTION & CUSTOMER BENEFITSALLIANCESConsultancy and integrated solutions to business problems where organisations need to create, exploit, process and retain unstructured informationData Capture (eg paper, forms, documents, data streams)Electronic Document & Records ManagementBusiness Process ManagementXML AuthoringBenefits Realisation and Change Management ConsultancySharePoint in today’s environmentLeverage a local presence in the areaAssessment and Strategy workCustomer BenefitsAbility to adhere to regulatory compliance in accordance with standardsReduced paper volumes (cost) and automated processes (efficiency)Increased ability to manage and control access to corporate informationPreservation and exploitation of informationEnablement of knowledge sharing and collaborative workingNew Logo's
6 What is Enterprise GRCGovernance: The process by which policies are set and decision- making is executed.Risk Management: The process for addressing risk withA balance of mitigation through the application of controlsTransfer through insuranceAcceptance through governance mechanismsCompliance: 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 ChallengesManaging compliance to external standards (ISO, API, SCADA, HSPD, etc)Adhering to government regulations – EPA/OSHA/SEC/FDAEnsuring product quality and brand protectionIdentifying and mitigating risksWorking to client specificationsEnsuring that everyone is continually trained on all SOP & Work InstructionsCompelling EventsFailed government audit – EPA/OSHA finesProduct recall – damage to brand reputationNew government regulationsBodily injury/death
8 Need for Integrated EGRC Platform Why?Benefits?Eliminate SilosEnable ConsistencyImprove QualityReduce Enterprise RiskIncrease Return on Investment / BenefitsProactive risk and compliance managementTwo front ROI:Compliance simplificationOperational efficienciesSource: 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 DocumentumPerficient’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 businessGraphical indication of highest priority risks are around severity, root cause or cost.Outstanding actions specific to the user from any configured sourceNavigable progress of Top Audit StatusEmbedded Custom Graphical Reporting PortletsReal Time visible progress of Compliance Level within the business.
11 Solution Screenshot Compliance User Portal Personal and Departmental QueuesSchedulerAudits, Reviews and ApprovalsPersonal Action QueuesDepartmental Task SchedulesDepartmental Task StatusFolder Tree allows browsing to all Departmental GRC Content
12 Solution Screenshot Operational User Portal Intuitive and simple to useClear and concisePlug-in for corporate portalGoogle ®Style Document SearchReal Time visible progress of Compliance Level for Individual EmployeeOutstanding actions specific to the user from any configured sourceTraining Requirements Status
14 Client Value Proposition Metrics ComparisonBeforeAfterStandards compliance tends to be primarily paper-basedSingle-view of all activity across the business relevant to particular standardsNumerous “silos” across the business to manage various areas of complianceSingle solution to manage all areas of complianceDifficult for senior level managers to get enterprise-wide reports around GRCReal-time reporting combining information from disparate business groupsObsolete/out-dated SOPs and work instructionsUp-to-date documentation enabled by verifiable audit-trail monitoringLarge amounts of resources and time dedicated to auditingAuditors use the GRC system with focused view to activity supporting each standardDisparate GRC and ECM tools and processes creating information and compliance gapsCommon enterprise-wide integrated GRC/ECM platform reducing significant time and effort
16 Question Time Any Questions? We can arrange demos designed to address you particular business needContact DetailsAmy ShavorPerficient ECM GroupCompliance Business DevelopmentP:E:
17 2010- From a Customer Perspective $30B will be spent with no clear dominant providerThe 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 systems9/10 CIO’s view their GRC systems as “soiled” and plan to do something about it over the next three yearsPrimary Drivers for 2010Increased 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 businessBusiness Ethics ComplianceSR Level Mgmt Reporting is poor and needs to be changed
18 eGRC in Life SciencesFDA 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 researchApplication Integrity PoliciesExternal accreditations such as ISOInternal/External AuditsIssues Management within the research labsEquipment calibration and maintenancePolicy controls, SOPs, work instructionsTraining and Skills against the policiesOperational & Financial Risk Analytics and ReportingEnterprise reporting across all elementsAd-hoc BOM
19 eGRC in Manufacturing Government Regs- OSHA, EPA, SEC, HIPPA, SOX External Accreditations- ISOs, API, BRCInternal/External AuditingPolicy, SOP, Work Instructions across the manufacturing processTraining & Skills against those policesAccident & Incident Reporting on the production floorOperational & Financial Risk AssessmentsIssues ManagementSupplier ManagementEquipment Management & MaintenanceAd-hoc BPMEnterprise Reporting across all elements
20 Market AnalysisThe enterprise GRC market was approx. $30B in 2008; across all industry verticals$9B spent on technology45 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 yearsEach industry vertical has unique and identifiable GRC requirements* Business Finance Magazine – September, 2009
21 Market Analysis Industries Degrees of Regulation Logistics AgribusinessFood & BevHealthcareManufacturingSECOSHAEPASuppliersCustomersIndustry AssociationsISO & Best PracticesNext steps:Rank industries in order of revenue opportunities – largest to smallest.
22 Market Analysis Can be enterprise or departmental Compliance Officer EHS Director/ManagerQuality Director/ManagerAudit DirectorLegal DepartmentIT DepartmentAccounting/Finance DepartmentBuying 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 protectionIdentifying and mitigating risksWorking to client specificationsEmployee training and communications of SOPs and Work InstructionCompelling EventsFailed government audit – EPA/OHSA finesProduct recall and damage to brand reputationNew government regulationBodily injury/deathCustomer Profile and Business Challenges
24 Competitive Differentiator True integrated enterprise GRC/ECM platformCross-industry solution supports any and all internal/external standards or regulationsEasily configurable frameworkEnterprise-wide real-time reportingCan be deployed in phased approachExclusive agreement between Perficient and Sword-Achiever for North American marketWhy Perficient Can Succeed
26 Perficient Services Strategy Client Value PropositionSolution DefinitionSales Strategies and ExecutionPartnershipsDeliveryConsider
27 Client Value Proposition 50% reduction in time to gain certifications80% reduction staff resources required for audits20% reduction in business risk-related insurance premiums supported by quantifiable and accurate risk assessment matricesReduction in non-compliance assessment fines due a complete and verifiable audit trail against all process and infrastructure compliance managementReduction in compliance monitoring and reporting costReduction in GRC/ECM systems support and maintenance costsContributors to Solution ROI
28 EGRC SolutionPerficient 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 requirementsInstalling 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 premiumsValue Proposition and Business Benefit Summary
29 EGRC Solution Key Features and Benefits Feature Benefit Configurable FrameworkAbility to easily add/modify fields within all modules to align with business process needsStandards ReferencingClients can manage every single standard across the business in a single systemUnlimited User DashboardsCustomizable dashboards which show information, actions and reporting relevant to specific job rolesEnterprise reporting capabilitiesAbility to pull information from across the business into a single reportIntegration with ECM PlatformSingle, common and comprehensive source for enterprise information
31 Solution Demonstration Government regulation inspection/auditFinancial risk/audit managementIT audit/compliance managementExternal/third-party compliance auditsDemo OptionsLink to pre-recorded demoLink to live demoScenarios
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 componentsPlatform requirements such as hardware, operating system, database, security, etc … typically leverage existing ECM and Active Directory platform infrastructureAdditional hardware components may be required to address enterprise capacity or performance requirementsHigh-level req’ts supporting an enterprise GRC/ECM
36 Sales Strategies and Execution Key client contactsSolution positioningQualifying questionsObjection handlingProduct pricingCustomer success storiesSales and marketing resourcesConsider
37 Key Client Contacts Single Solution For All These Areas Industry SegmentKey ContactsLines of BusinessWhat Are Their IssuesCompliance Director/VPOverall compliance across their businessEHS DirectorOperation H&S on sites as well as compliance to environmental standardsUS Gov’t. now sees OSHA/EPA as a source of revenueEthics OfficerLegalBusiness ethics, SOX, supplier ethics, foreign marketsVP of QualityOperationsAdherence to internal/external stds within operational processesNew certifications (e.g. ISO)HREmployee certifications, training and skills developmentRisk OfficerChallenges with accurate and quantitative data
38 Qualifying QuestionsAre 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 SharePointSounds great but we have no budgetWe have no issues around complianceWhat 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/activitiesLimitations 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 auditThere are numerous Internet resources in-consideration of industry or vertical audit risk and exposure to use as referenceNo 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 CAPAServer License:Additional Module Licenses:Additional Costs - User Licenses (concurrent users):Read-Only Users:Full-Use Users:Maintenance of approx. 25% of licensing costsLicenses costs decrease with more servers and/or usersAchiever GRC SolutionCan stand-alone or integrated with ECM systemsModularized implementation/investment optionsTypical 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 - GRCAchiever and ECM – Enterprise-Wide GRCPerficient EGRC Solution Packages
42 Product Pricing/Packaging Encompass Sword Achiever, ECM modules and supporting integration as well as support and maintenance servicesDelivery/implementation services scope and cost are based on a client’s system maturity level and IT/business infrastructureAll major languages and geographies are supported as well as double-base Cyrillic languagesPerficient provides full implementation, integration, enterprise content migration and 24/7 support servicesSolution 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 informationConsistent format and access toInformation across the businessEliminated unnecessary workEnsured consistency in SOPs andWIs through out the organisationAudit trails that identify adherence toCorporate process and proceduresSolutionSword Achiever GRCPolicy ControlAudit and CARS ManagementIssues 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 LeadLeverage BD Resources Across Perficient LBU’sLeverage partnerships with Sword and ECM solution providers (e.g. IBM, EMC)Develop strong solution sales collateralDevelop 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 atKey ECM NBU resources/contacts:Ed Rawson …Sean Roy …Amy Shavor …Publications, Training, Etc …