Zia’s Secure Back Office Solutions for Corporate Legal, HR, Corporate Finance Phil Robinson SVP Business Development, Zia Consulting

What’s the Problem?  “ECM Avoidance”  Cost of Document Processing

Where’s the Problem? Corporate Legal Contracts, IP, Litigation, M&A & more Human Resources Hiring, Onboarding, Management, Offboarding Corporate Finance Procurement, Accounts Payable, Payroll

Where We Started Millions of Documents in & Shared Drives Productivity & Security Concerns Tried Buying / Building What We Delivered Role-Based View (Matter Management) & Office Integration + Workflow Automation Worldwide Adoption Millions of Files Migrated SBO Case Study – Corporate Legal

Where We Started People + Paper procurement process Lacking integration between content silos Looking for city-wide (cross-department) solutions What We Delivered “Procure-to-Pay” powered by Alfresco & Ephesoft Automated Contracts System & Invoice Automation Integration with Oracle E- Business Suite SBO Case Study – Corporate Finance

Who is Zia?

Why Zia? Reduce the Risk Solution Accelerators Thousands of Hours of IP Defined Methodologies Pre-Existing Integrations Solution Accelerators EasyECM/RM In-Process Capture Enterprise Information Management (EIM) Information Governance & Archiving (IGA)

Why Zia? Deliver the Results Zia Service Offerings ActiveMigrate RMNow ICE Best of Breed Partners

Zia’s Secure Back Office

#1 - Solving “ECM Avoidance”

How to Build One “Mass Customization” Model (aka “Chinese Restaurant” Model) EasyECM Toolkit (“Ingredients”) Simple Internal & External Collaboration Automation of Tasks / Reminders & Office & Sharepoint EasyRM Information Governance “Work Anywhere” Mobile Solutions Corporate Legal Employee Records Contracts Mgmt

Solving “Dropbox Problem” + Alfresco Alfresco Cloud Sync

Solving “Content Chaos” Enterprise Information Management Embrace the Chaos! “Solving Big Content” “Virtual Repository” “ESB for Users”

Solving “Sharepoint Problem” Sharepoint for Collaboration Portal / Collaborative Sites Alfresco “Content Hub” – DM/RM Sharepoint for ECM Alfresco Records Management Zia’s Information Governance & Archiving (IGA) Solution Zia + SeeUnity Alfresco / Sharepoint Connector

Solving Compliance “Everyone’s a Records Manager” EasyRM Intelligent File Plan In-Place RM Automated Declaration

#2 - Solving Cost of Processing Document Automation Solutions People + Paper Expected Results ROI < 9 months 50%+ Productivity Increase Accelerated Time to Revenue Improved Customer Satisfaction

How to Build One “Mass Customization” Model (aka “Chinese Restaurant” Model) Document Processing Toolkit (“Ingredients”) “Transactional” User Interface Intelligent In-Process Capture (IPC) Automated Workflow Enterprise Integration – ERP, HCM RM Automation HR Onboarding /Offboarding Accounts Payable Contracts Automation

Solving “Paper” Problem Digitization Legacy Documents/Records Classify, Extract, Deliver In-Process Capture (IPC) Any Source, Any Document “Ephesoft-Inside”

Solving Enterprise Integration Retain Ability to Work in Your Tool Your ERP, HR/HCM System Point-to-Point Enterprise Service Bus – Mulesoft, Oracle ESB…

Where We Started Manual Creation / Review / Approval of City Contracts “Wet” Signature Required Expensive, Slow, Error Prone “Where’s My Contract” What We Delivered Contracts Automation – Creation, Workflow, Electronic Signature Integrated – Oracle ESB, Peoplesoft Financials RM & Reporting Who?

What Next? ActiveMigrate ICE RM Now Learn More ActiveMigrate Whitepaper ziaconsulting.com/resources

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