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DM Nov-Dec 2020

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DOCUMENT<br />

M A N A G E R<br />

Dm<br />

www.document-manager.com<br />

DOCUMENT MANAGEMENT<br />

IMAGING & CAPTURE<br />

WORKFLOW/BPM<br />

CONTENT MANAGEMENT<br />

Cloud-based content:<br />

"The only sustainable strategy"?<br />

<strong>DM</strong> Awards <strong>2020</strong>:<br />

All the winners & runners-up<br />

Research:<br />

I.T. investment on the up<br />

Boxing clever:<br />

Records management streamlined<br />

NEWS • PRODUCT FOCUS • USER PROFILE • INTERVIEWS<br />

ISSN 1351-3222 Vol 28 No 6 <strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong>


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documents.<br />

nuxeo.com/document-management


Dm<br />

COMMENT<br />

Editor:<br />

Dave Tyler<br />

david.tyler@btc.co.uk<br />

Sub Editor:<br />

Mark Lyward<br />

mark.lyward@btc.co.uk<br />

Here we are with our last issue of<br />

Publishing Director:<br />

John Jageurs<br />

Document Manager for <strong>2020</strong>, and I<br />

john.jageurs@btc.co.uk<br />

Sales Manager:<br />

suspect I'm not the only one who's<br />

Abby Penn<br />

thinking 'good riddance' to this year for so<br />

abby.penn@btc.co.uk<br />

Lead Designer<br />

many reasons. I remember in February flying<br />

Ian Collis<br />

out to Berlin for a conference, and noticing a<br />

ian.collis@btc.co.uk<br />

Circulation/Subscriptions:<br />

slightly higher than usual number of travellers<br />

Christina Willis<br />

choosing to wear face masks. At the time it<br />

christina.willis@btc.co.uk<br />

Managing Director:<br />

seemed rather odd, but now of course we find<br />

John Jageurs<br />

ourselves looking at scenes of large gatherings without masks as<br />

john.jageurs@btc.co.uk<br />

being outside the norm. How quickly - and how dramatically - our<br />

Published by: Barrow &<br />

world has changed!<br />

Thompkins Connexion Ltd<br />

35 Station Square,<br />

There are a number of articles in this issue that touch on the impact<br />

Petts Wood<br />

of COVID-19 on various aspects of our sector and the wider world of<br />

Kent BR5 1LZ<br />

Tel: 01689 616000<br />

business. A research piece from Brother suggests that firms are actively<br />

Fax: 01689 826622<br />

ramping-up digital investment to tackle their productivity challenges,<br />

Subscriptions:<br />

with IT budgets set to rise by an average of 13% over the next 12<br />

UK: £35/year, £60/two years,<br />

£80/three years<br />

months. Elsewhere, Hyland's Tim Hood argues the case for increased<br />

Europe: £48/year, £85 two<br />

use of cloud-based ECM systems: "Events this year have reinforced<br />

years, £127 three years.<br />

ROW:£62/year, £115/two<br />

what we pretty much already knew - that being able to access your<br />

years, £168/three years<br />

data is key to business continuity, or even to business survival.<br />

Published 6 times a year.<br />

Single copies can be bought<br />

Organisations still working with on-premise systems suddenly found<br />

for £8.50 (includes postage &<br />

themselves struggling to access information remotely, either because it<br />

packaging). No part of this<br />

magazine may be reproduced<br />

was in some unreachable, local server-based app or locked away in an<br />

without prior consent, in writing,<br />

from the publisher.<br />

inaccessible physical filing cabinet."<br />

©Copyright <strong>2020</strong> Barrow &<br />

Paul Walker of iManage is even more bullish, suggesting that the<br />

Thompkins<br />

pandemic could be 'the final nail in the coffin for paper'. After all,<br />

Connexion Ltd<br />

typically, adverse situations prompt new and innovative ways of<br />

Articles published reflect the<br />

working, set into motion new working practices, and serve as a good<br />

opinions of the authors and are<br />

not necessarily those of the<br />

impetus for innovation. Walker argues that the pandemic has "provided<br />

publisher or his employees. While<br />

every reasonable effort is made<br />

an impetus to a 'paperless' direction of travel for enterprise. It has<br />

to ensure that the contents of<br />

spawned new processes and ways of working, and due to a dispersed<br />

articles, editorial and advertising<br />

are accurate no responsibility can<br />

workforce, made a digital work environment 'business as usual'."<br />

be accepted by the publisher for<br />

errors, misrepresentations or any<br />

Even a summary of security issues in the healthcare market mentions<br />

resulting effects<br />

COVID-19, as Kofax' Mark Goss says: "Many healthcare workers aren't<br />

working in their normal environments, they're helping in other<br />

departments, hospitals, and even pop-up field hospitals. With all the<br />

displaced healthcare workers, their normal print and capture workflows<br />

are left behind with their devices - and the security of the patient data<br />

contained in documents printed or scanned elsewhere may be at risk."<br />

The facts are unavoidable: the pandemic, and the world's apparent<br />

lack of readiness to manage it, have combined to have a knock-on<br />

effect on not just the <strong>DM</strong>/ECM industry, nor even the wider IT sector,<br />

but in fact on every aspect of our lives for the foreseeable future.<br />

Dave Tyler<br />

Editor<br />

david.tyler@btc.co.uk<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

3


Dm CONTENTS<br />

C O N T E N T S<br />

NOVEMBER/DECEMBER<br />

10<br />

14<br />

16<br />

22<br />

30<br />

.....................................................................................................................................................................................................<br />

EVENT: <strong>DM</strong> AWARDS <strong>2020</strong>……………..........................................................…….6<br />

The <strong>2020</strong> <strong>DM</strong> Awards night took place - entirely online - in late <strong>Nov</strong>ember, and the full list<br />

of winners and runners-up can be found here<br />

OPINION: RECORDS MANAGEMENT…..…......................................................…..10<br />

Ashley Keil of ibml discusses how a mobile-based app combined with crowd sourcing<br />

can streamline the management, cost and access of records in off-site storage facilities<br />

ANALYSIS: MANAGED PRINT SERVICES…………..........................................…….12<br />

According to a new survey from Quocirca, 66% of respondents predict a revenue 'bounceback'<br />

in 2021 as MPS maturity offers opportunities to diversify into adjacent services<br />

OPINION: CLOUD STRATEGIES……....................................................................…14<br />

Tim Hood of Hyland argues that moving business processes and content to the Cloud is<br />

'the only sustainable strategy' for organisations striving for zero downtime and data loss<br />

PRODUCT REVIEW: KODAK S3100………..........................................................…16<br />

CASE STUDY: LONDON NORTH WEST UNIVERSITY HEALTHCARE NHS TRUST.........18<br />

In a project that won the coveted Project of the Year trophy at the <strong>2020</strong> <strong>DM</strong> Awards, IMMJ<br />

Systems deployed its clinical electronic document management solution in order to support<br />

virtual clinical operations during the COVID-19 crisis<br />

VERTICAL FOCUS: LEGAL………........................................................................…20<br />

Storetec's Amy Wright considers whether the pandemic could deliver a 'paperless reality' for<br />

law firms<br />

MARKETS: CAPTURE……….............................................................................…..22<br />

Intelligent capture, Cloud-based services and RPA all key drivers of revenue growth, says<br />

Infosource<br />

CASE STUDY: AMEY PLC…...............................................................................…..24<br />

Amey is achieving seamless Business Continuity in its HR & Accounts Payable functions<br />

throughout the COVID-19 lockdown, thanks to a combination of scanning and Cloudbased<br />

digital document management<br />

RESEARCH: I.T. INVESTMENT …….....................................................................…26<br />

New research from Brother shows that more than eight in ten businesses are increasing their<br />

focus on productivity, with digital infrastructure investment driving the productivity push<br />

MARKET FOCUS: HEALTHCARE………..............................................................….28<br />

Mark Gross, Senior Product Manager at Kofax, examines the hidden security risks for<br />

healthcare organisations in their print and capture functions<br />

CASE STUDY: BACARDI……...............................................................................…30<br />

158-year-old Bacardi selects Preservica to protect its 'digital legacy' for future generations<br />

OPINION: PAPERLESS WORKING……................................................................….32<br />

Paul Walker, EMEA Technical Director, iManage, examines how the pandemic has spawned<br />

new processes and ways of working, and made a digital work environment "business as<br />

usual"<br />

ANALYSIS: PRINT SECURITY…………...............................................................…..34<br />

Remote workers still need to be mindful of print costs and security issues when working<br />

from home, says print management software specialist PaperCut, suggesting four steps<br />

that businesses can take to keep remote print secure and print volumes down<br />

4 @<strong>DM</strong>MagAndAwards <strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong> www.document-manager.com


Helping organisations<br />

adapt to new market<br />

conditions with<br />

digital workflows<br />

Document Logistix for<br />

productive, safe and efficient<br />

operations.<br />

The right digital document management<br />

strategy delivers:<br />

• Collaborative remote working<br />

• Workflow automation<br />

• Management control<br />

• Security and compliance<br />

Indexed invoices<br />

and workflow<br />

Finance Department<br />

GRNs, PODs,<br />

procurement<br />

and stock<br />

Order Tracking<br />

HR<br />

CVs, references, contracts,<br />

disciplinaries etc<br />

instand search<br />

Human Resources<br />

Visit our website<br />

www.document-logistix.com<br />

Thanks to customers and partners who voted for us<br />

T. +44 (0)1908 366 388 | E. info@document-logistix.com<br />

8 Copperhouse Court, CaldecotteMilton Keynes MK7 8NL


Dm <strong>DM</strong> AWARDS <strong>2020</strong><br />

Virtual ceremony, real winners<br />

The <strong>2020</strong> <strong>DM</strong> Awards night took place - entirely online - in late <strong>Nov</strong>ember, and the<br />

full list of winners and runners-up is below<br />

What a strange year <strong>2020</strong> has<br />

been - but after recent<br />

announcements regarding<br />

COVID-19 vaccines we can certainly<br />

begin to look forward with some<br />

positivity at last.<br />

One high note in an otherwise<br />

undeniably depressing year was that we<br />

delivered, against the odds, a hugely<br />

successful <strong>DM</strong> Awards ceremony in<br />

<strong>Nov</strong>ember, albeit in entirely virtual form.<br />

We hope you were able to join us for the<br />

winners and runners-up being<br />

announced on the night, but if not you<br />

can rewatch the entire ceremony now on<br />

YouTube - see the <strong>DM</strong> Awards homepage<br />

URL below. The full list of winners and<br />

runners-up is reproduced on the<br />

following pages.<br />

<strong>DM</strong> Editor David Tyler was host for the<br />

ceremony and commented: "I have to say<br />

it was very strange announcing the<br />

results via webcam with co-host Abby -<br />

but the feedback we've had suggests<br />

that viewers enjoyed the night -<br />

especially our 'blast from the past' video<br />

clips from previous years' ceremonies!<br />

Here's to a return to normality in time for<br />

next year's awards."<br />

A huge thanks again to all the awards'<br />

sponsors: our Gold sponsors PFU (EMEA)<br />

Limited, Document Logistix and IRIS,<br />

Silver sponsors IMMJ, Nuxeo,<br />

Northamber and Oasis, and Bronze<br />

sponsors Dokmee, e-ImageData, Joisto,<br />

Kodak Alaris and Storetec, who all<br />

deserve another pat on the back - and<br />

here's hoping that next year we will be<br />

able to do it all in person once again.<br />

This year's Project of the Year winner<br />

was IMMJ Ltd for their work with London<br />

North West University Healthcare NHS<br />

Trust, and David Tyler comments: "As was<br />

to be expected, entry numbers were<br />

somewhat down on projects this year,<br />

but it has to be said that there were still<br />

some very interesting stories to be told.<br />

Several of the best projects had some<br />

specific relevance to the COVID<br />

pandemic, and it was gratifying to see<br />

how our sector has been contributing to<br />

the ongoing efforts to defeat the virus."<br />

Big winners on the night included PFU<br />

EMEA who won Company of the Year as<br />

well as Hardware Product of the Year,<br />

along with the Marketing Team trophy.<br />

IRIS also did well, winning Product of the<br />

Year alongside AI Product of the Year.<br />

Nominations in the One to Watch<br />

category saw several new names come to<br />

the fore including Entrospective and<br />

Inpute Technologies.<br />

More info: www.dmawards.com<br />

6 @<strong>DM</strong>MagAndAwards <strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong> www.document-manager.com


<strong>DM</strong> AWARDS <strong>2020</strong> Dm<br />

'One to Watch' Company of the Year - Sponsored by PFU<br />

Entrospective Limited - an IMMJ Systems Company<br />

Runner-up: Inpute Technologies<br />

'One to Watch' Product of the Year<br />

Joisto Quertum - World's first Blockchain enabled E<strong>DM</strong> & Archive<br />

Runner-up: iDocs Solutions - iDocs Bindr SafeSend<br />

Accounts Payable/Invoicing Product of the Year<br />

Dokmee - Dokmee Capture<br />

Runner-up: Intuitive - Intuitive for Accounts Payable<br />

Workflow/BPM Product of the Year<br />

Document Logistix - Document Manager<br />

Runner-up: Nuxeo - Nuxeo Platform<br />

Enterprise CMS Product of the Year<br />

Nuxeo - Nuxeo Platform<br />

Runner-up: Dokmee - Dokmee ECM<br />

BPO/Outsourcing/Bureau Business of the Year - Sponsored by<br />

IRIS (Canon Group)<br />

Storetec Services Ltd<br />

Runner-up: E<strong>DM</strong> Group<br />

Data Capture/Recognition Product of the Year - Sponsored by<br />

OASIS Group<br />

Kodak Alaris - Kodak Capture Pro<br />

Runner-up: ASG - Mobius 10.1<br />

@immjsystems<br />

are very proud to have been awarded<br />

Project of the Year in conjunction with<br />

London North West University Healthcare.<br />

#Digitalhealth #Healthtech #NHS #NHSX<br />

#dmawards<strong>2020</strong><br />

@LNWH_NHS<br />

@<strong>DM</strong>MagAndAwards<br />

.....................................................<br />

@nuxeo<br />

For the 3rd time in a row, we're pleased<br />

to have won the CMS Product of the Year<br />

award<br />

@<strong>DM</strong>MagAndAwards<br />

https://bit.ly/2UWhJv9<br />

.....................................................<br />

AIIM Forum Europe<br />

@AIIMForumEurope<br />

oooh we saw our team on the<br />

#Blastfromthepast<br />

@<strong>DM</strong>MagAndAwards<br />

#onthedancefloor<br />

.....................................................<br />

OASIS Group<br />

@OASISGroup_IS<br />

We are so proud of all our Team Members<br />

who have helped #Omnidox win Software<br />

Product of the year for the second year in<br />

a row.<br />

Records Management Product of the Year<br />

Alfresco - Alfresco Governance Services<br />

Runner-up: Document Logistix - Document Manager<br />

AI Product of the Year<br />

IRIS (Canon Group) - IRISXtract<br />

Runner-up: Hyland Software - OnBase<br />

Robotic Process Automation Product of the Year<br />

Hyland - Onbase<br />

Runner-up: Kofax - RPA<br />

Service/Support Company of the Year<br />

Twofold<br />

Runner-up: Scansation<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

7


Dm <strong>DM</strong> AWARDS <strong>2020</strong><br />

@ibmlnews<br />

Proud to have won the distinct honor of<br />

@<strong>DM</strong>MagAndAwards<br />

for the Imaging Product of the Year: High<br />

Volume! The ibmlFusion! Find out all<br />

about it at: http://bit.ly/2wO1bMU<br />

.....................................................<br />

Storetec Services<br />

@StoretecHull<br />

Incredibly proud of the Storetec team<br />

after picking up 2 awards and runner up<br />

positions at the @<strong>DM</strong>MagAndAwards<br />

We are honoured to have won:<br />

-BPO Outsourcing/ Bureau Business of the<br />

Year – Winner<br />

-Compliance Product of the Year –<br />

FreeDocs – Winner<br />

Well done everyone!<br />

.....................................................<br />

ScanSnap UK<br />

@ScanSnapUK<br />

Well done to our channel partners<br />

@Northamberplc<br />

on their win this year!<br />

.....................................................<br />

Document Logistix<br />

@DLXMK<br />

Thanks to Abby Penn and David Tyler for<br />

hosting tonight's Document Manager<br />

Awards @<strong>DM</strong>MagAndAwards<br />

Storage Product of the Year<br />

E<strong>DM</strong> Group - Storage and Retrieval Services including Scan-on-Demand through<br />

E<strong>DM</strong>OL (digital storage)<br />

Runner-up: Storetec Services Ltd - i-Trac<br />

Compliance Product of the Year<br />

Storetec Services Ltd - Freedocs Document Management<br />

Runner-up: M-Files<br />

Channel Partner of the Year - Sponsored by IMMJ Systems<br />

Northamber PLC<br />

Runner-up: Midwich Ltd<br />

Imaging Product of the Year: High Volume<br />

ibml - FUSiON<br />

Runner-up: Kodak Alaris - i5650S<br />

Imaging Product of the Year: Desktop/Portable/Other<br />

ScanSnap - iX1500<br />

Runner-up: e-imageData - ScanPro All-In-One<br />

Imaging Product of the Year: Workgroup/Departmental<br />

Canon - imageFORMULA DR-S150<br />

Runner Up: Kodak Alaris - Kodak Scan Station 730EX Plus<br />

Marketing Team of the Year<br />

PFU (EMEA) Ltd<br />

Runner-up: Alfresco<br />

Editor's Choice - Sponsored by Nuxeo<br />

Lemmana - Lemmana Content Services<br />

Runner-up: ibml - FUSiON<br />

Project of the Year Award - Sponsored by Document Logistix<br />

IMMJ Ltd - London North West University Healthcare NHS Trust<br />

Joint Runners-up: E<strong>DM</strong> Group - Direct Line Insurance & Kofax/Coforce - Ede<br />

Municipality<br />

Mobile Capture Product of the Year<br />

Brother - DS-940DW<br />

Runner-up: ScanSnap - iX1500<br />

Software Product of the Year<br />

OASIS Group - Omnidox 5<br />

Runner-up: ASG Technologies - Mobius 10.1<br />

8 @<strong>DM</strong>MagAndAwards <strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong> www.document-manager.com


<strong>DM</strong> AWARDS <strong>2020</strong> Dm<br />

Hardware Product of the Year - Sponsored by Northamber<br />

PFU (EMEA) Limited - Fujitsu fi-7300NX<br />

Runner-up: ibml - FUSiON<br />

Product of the Year<br />

IRIS (Canon Group) - IRISXtract<br />

Runner-up: Storetec Services Ltd - Freedocs<br />

Company of the Year<br />

PFU (EMEA) Ltd<br />

Runner-up: Document Logistix<br />

More info: www.dmawards.com<br />

Tim Brosnihan<br />

@timbrosnihan<br />

Fantastic to receive the <strong>DM</strong> Magazine<br />

Workgroup/Departmental product of the<br />

year with our imageFORMULA DR-S150<br />

Scanner<br />

.....................................................<br />

Scansation<br />

@Scansation<br />

Thank you to everyone who voted for us<br />

at the <strong>2020</strong> @<strong>DM</strong>MagAndAwards<br />

Up against some much larger competition<br />

we are delighted to have been awarded<br />

with Runner Up for Service/Support<br />

Company of the Year.<br />

.....................................................<br />

ScanSnap UK<br />

@ScanSnapUK<br />

·<br />

Company of the Year <strong>2020</strong>! What an<br />

amazing way to end the year by winning<br />

Company of the Year for the second<br />

year in a row! We want to thank<br />

everyone who voted for us and all of<br />

our partners and colleagues We are<br />

toasting to all the nominees, runners up<br />

and winners tonight!<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

9


Dm OPINION: RECORDS MANAGEMENT<br />

Box clever<br />

Ashley Keil, IBML's VP sales, EMEA/APAC, discusses how a mobile-based app combined<br />

with crowd sourcing can streamline the management, cost and access of records in offsite<br />

storage facilities<br />

It ranks as one of the biggest upsets<br />

in sporting history: the 1974 'Rumble<br />

in the Jungle' world heavyweight<br />

championship fight in Zaire (now DRC)<br />

saw challenger Muhammad Ali beat the<br />

punching powerhouse - and bookies'<br />

bet to win - George Foreman, by<br />

hanging so far back off the ropes he<br />

avoided the punishing blows until<br />

Foreman eventually tired out. Dubbed<br />

'rope-a-dope', it flew in the face of<br />

conventional wisdom as a boxing tactic<br />

with Ali finally knocking Foreman down<br />

in the eighth round to win. It certainly<br />

was boxing clever.<br />

In the world of records management<br />

and physical off-site storage, there is a<br />

case to box clever, too. Organisations<br />

in the UK are estimated to store<br />

around 200 million boxes of<br />

information off-site managed by third<br />

party operators, with the document<br />

management services industry - which<br />

includes storage - worth over £1.1<br />

billion in <strong>2020</strong>.<br />

But research by McKinsey & Company<br />

shows that managers waste 19% of<br />

their working week searching for and<br />

gathering information - that's a<br />

whopping 39 or so hours per month.<br />

Clearly some of this will be located in<br />

these huge off-site warehouse facilities.<br />

Locating it, pulling it out of a specific<br />

binder or file and delivering this can be<br />

a time consuming, inefficient and<br />

ultimately costly exercise.<br />

GDPR has also upped the ante for<br />

organisations to have better<br />

information lifecycle management<br />

processes and procedures. Gone are the<br />

days of adopting an iceberg approach<br />

where you might only know about 10%<br />

of the information you hold as a<br />

company and its location and little<br />

about the other 90%. Today, you need<br />

10 @<strong>DM</strong>MagAndAwards <strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong> www.document-manager.com


OPINION: RECORDS MANAGEMENT Dm<br />

"ORGANISATIONS IN THE UK ARE ESTIMATED TO STORE AROUND 200 MILLION BOXES OF INFORMATION OFF-<br />

SITE MANAGED BY THIRD PARTY OPERATORS, WITH THE DOCUMENT MANAGEMENT SERVICES INDUSTRY -<br />

WHICH INCLUDES STORAGE - WORTH OVER £1.1 BILLION IN <strong>2020</strong>… GDPR HAS ALSO UPPED THE ANTE FOR<br />

ORGANISATIONS TO HAVE BETTER INFORMATION LIFECYCLE MANAGEMENT PROCESSES AND PROCEDURES."<br />

to understand exactly what you're<br />

keeping to safely meet retention and<br />

destruction rules and regulations. Fines<br />

are onerous if you don't.<br />

MANUAL INDEXING HAS BEEN<br />

THE NORM<br />

Historically the outsourced records<br />

management market has relied heavily<br />

on the manual inventory and indexing<br />

of boxes arriving at facilities, with the<br />

obligation very much on customers to<br />

take responsibility to do it themselves.<br />

This - at best - has been limited to a<br />

storage box level rather than the actual<br />

logging of binder or folder contents<br />

contained so that a contract, set of<br />

notes or HR record can be found at a<br />

later date.<br />

It has always been a cost versus<br />

benefit calculation as to whether to get<br />

into this level of granular detail. Yes,<br />

records storage firms will do it for an<br />

additional fee but this quickly balloons<br />

into a substantial amount when you're<br />

talking about thousands or tens of<br />

thousands of boxes and an army of<br />

staff required to catalogue everything.<br />

Unless organisations pay their storage<br />

partners or accept the need for DIY -<br />

which clearly has a staff cost overhead<br />

too - the question has always been<br />

whether it is worth it given the number<br />

of times a file might actually need to<br />

be retrieved.<br />

Yet this creates an obvious problem<br />

for the future. Given GDPR rules now in<br />

force, what goes in must ultimately<br />

come out with the retention time<br />

scales for some paperwork measured in<br />

years. Simply put, many firms just don't<br />

know what they have in store.<br />

So, how can technology help with<br />

this storage-access-value for money<br />

conundrum, and what is available on<br />

the market today that works reliably<br />

and securely to make the retrieval of<br />

physical records that much easier?<br />

MOBILE CAPTURE WITH MATURE<br />

CROWD SOURCING<br />

One solution on offer allows the<br />

capture of information contained on<br />

the actual labels stuck on the spines of<br />

lever arch folders or box files. This<br />

then integrates with any ECM or back<br />

end system.<br />

Supporting Samsung and Apple<br />

devices, it combines an innovative<br />

smartphone app with real-time 4k<br />

video streaming as the capture tool<br />

with full-text OCR and barcode<br />

recognition engines built in. It's a new<br />

and innovative approach made<br />

possible as technology has evolved<br />

and matured.<br />

It's then a simple case for staff in<br />

storage facilities to open a box and<br />

hold a phone at the spines as they scan<br />

them. The phone 'reads' the text and<br />

information fields are captured<br />

automatically. Data is then populated<br />

in a customisable portal based on a<br />

client's specific set-up requirements.<br />

To be clear, this does not involve<br />

scanning individual pages of physical<br />

documents, rather the scanning and<br />

reading of information on a folder's<br />

cover. This could be dates, invoice<br />

numbers, a client or folder name,<br />

barcode and so on. This is then linked<br />

to the specific box and its ID number. It<br />

means there is an accurate record of<br />

what is stored in each one to make<br />

retrieval and access a breeze later on.<br />

The clever bit of all this is what<br />

happens when the app cannot read the<br />

barcodes or writing on the covers<br />

because the legibility is poor. A work<br />

item is then created to check the image<br />

and sent to the 'public crowd' - a<br />

global workforce of over 2 million<br />

people connected using the cloud - for<br />

quality assurance purposes. It's a<br />

touchless automatic process.<br />

Typically, the system is set so that the<br />

same image is sent to two data entry<br />

clerks who both check the snippets<br />

before finally keying it into the ECM<br />

system. If there's a mismatch, it goes<br />

to a supervisor to review which solves<br />

the issue of manual errors creeping in.<br />

This triple-check approach explains<br />

how impressive 99.9% accuracy rates<br />

are achieved. That's almost data<br />

perfection.<br />

These snippets of information are<br />

context-free so that the crowd clerks -<br />

who may be based anywhere in the<br />

world - don't become a worrisome<br />

security risk. Interestingly, if a user is<br />

big enough, a private crowd alternative<br />

can be established meaning that the<br />

workflow is only distributed to internal<br />

employees for their attention.<br />

The benefits are clear. Such an<br />

automated approach removes the<br />

laborious, mundane and repetitive<br />

tasks of indexing and cataloguing<br />

high volumes of records at off-site<br />

storage facilities. It drastically<br />

reduces the cost, is scalable, ondemand<br />

and doesn't require expensive<br />

hardware, software or consultancy to<br />

get up and running.<br />

As more metadata is captured when<br />

boxed information arrives it makes it<br />

faster, easier and cheaper to later retrieve,<br />

access and manage in the long-run,<br />

therefore fundamentally streamlining and<br />

enhancing document lifecycle processes<br />

with all the obvious commercial and<br />

compliance gains. Put another way, you<br />

manage your records better, retrieve<br />

them better and destroy them better.<br />

And while some firms may find<br />

themselves on the regulatory ropes if<br />

they don't do this properly, it could be a<br />

winner knockout approach for many<br />

to try.<br />

More info: www.ibml.com<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

11


Dm ANALYSIS: MANAGED PRINT SERVICES<br />

Managed Print Services channel optimistic despite<br />

COVID-19 impact<br />

According to a new survey from Quocirca, 66% of respondents predict a revenue<br />

'bounce-back' in 2021 as MPS maturity offers opportunities to diversify into<br />

adjacent services<br />

business, although for 25% the effect<br />

was positive.<br />

Quocirca Director Louella Fernandes<br />

commented: "The pandemic has<br />

accelerated changes that were already<br />

under way in the print market. The<br />

channel is optimistic but must adapt fast<br />

to capitalise on new opportunities and<br />

secure its place as a trusted partner for<br />

organisations that are pivoting to hybrid<br />

and remote-working."<br />

The Managed Print Services (MPS)<br />

channel is optimistic that 2021 will<br />

see revenues rebound and growth in<br />

opportunities to offer cloud services,<br />

contactless printing and support for home<br />

printing as customers adapt to the<br />

demands of remote and hybrid working.<br />

Quocirca's <strong>2020</strong> State of the Channel<br />

survey investigated attitudes among 205<br />

channel organisations selling managed<br />

print services (MPS) in the UK, France,<br />

Germany and the US. Although 50% of<br />

respondents reported that revenue has<br />

declined in <strong>2020</strong>, the majority display<br />

optimism for the next year, with 66%<br />

predicting that revenue will rise in 2021.<br />

COVID-19 MAKES PRINT PLUMMET<br />

COVID-19 had a severe impact on the<br />

sector, with 45% of respondents saying<br />

customer print volumes have fallen. This<br />

rose to 62% among UK respondents and<br />

64% in the USA, while only 24% of<br />

French organisations said print volumes<br />

had dropped. Overall, 53% said the<br />

pandemic had a negative impact on their<br />

Key findings from the study at a glance:<br />

53% of respondents say COVID-19<br />

has had a negative impact on their<br />

business. 25% indicated a positive<br />

impact<br />

45% say customer print volumes have<br />

dropped due to the pandemic<br />

34% say selling MPS has opened new<br />

opportunities to provide value-added<br />

services; 32% say it has helped build<br />

longer term customer relationships<br />

37% say broader market disruption<br />

is the top channel concern for the<br />

coming year. Other key concerns<br />

were adapting to a managed<br />

services model (23%) and digital<br />

disruption (22%)<br />

Cloud is viewed as the leading growth<br />

area between now and 2022,<br />

followed by home printing services<br />

and contactless print provision.<br />

Channel companies report satisfaction<br />

gaps with key elements of vendor<br />

programmes including market<br />

development funds (MDF), training<br />

and support for app development,<br />

and financial support.<br />

BROADER OPPORTUNITIES<br />

MPS programmes are mature and they<br />

12 @<strong>DM</strong>MagAndAwards <strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong> www.document-manager.com


ANALYSIS: MANAGED PRINT SERVICES Dm<br />

"THE CHANNEL NEEDS TO BE CLEAR WITH VENDORS ABOUT THE SUPPORT IT NEEDS TO ADAPT TO THE<br />

CHANGING ENVIRONMENT, AND VENDORS MUST RESPOND. THE CHANNEL RECOGNISES OPPORTUNITIES<br />

AROUND INTEGRATED DOCUMENT WORKFLOW APPS AND SOLUTIONS, ESPECIALLY FOR HYBRID AND REMOTE-<br />

WORKING ENVIRONMENTS, BUT DOESN'T FEEL EQUIPPED TO CAPITALISE ON THESE."<br />

growth if companies can successfully<br />

build partnerships with complementary<br />

service providers and invest in the sales,<br />

technical and marketing skills needed to<br />

deliver a broader range of services."<br />

are delivering additional benefits. 34%<br />

of respondents said they had accessed<br />

new opportunities to sell value-added<br />

services such as information<br />

management and collaboration tools;<br />

32% said they have built longer term<br />

relationships with customers; 29% said<br />

there were more opportunities to sell<br />

non-print related services such as IT<br />

services.<br />

Diversification is under way, with 32%<br />

saying they now offer managed IT<br />

services alongside MPS. There are<br />

significant regional variations, however.<br />

Half of UK respondents offer managed<br />

IT services alongside MPS, compared to<br />

just 16% of German respondents.<br />

Overall, 29% offer print security services<br />

FIND OUT MORE:<br />

and 28% offer cloud print services.<br />

Looking ahead, cloud print services are<br />

viewed as the most important growth<br />

area in the next two years, followed by<br />

the provision of home printing services<br />

and contactless printing. While cloud<br />

migration has been a driver for some<br />

time, the other areas are directly<br />

associated with pandemic factors. This is<br />

reflected in the top challenge facing<br />

channel businesses in the coming year,<br />

with 37% citing broader market<br />

disruption as a key area of concern.<br />

Commenting on the research findings,<br />

Quocirca's Fernandes added: "MPS is<br />

undoubtedly providing opportunities for<br />

the channel to diversify into adjacent<br />

areas. It can be a platform for future<br />

VENDOR SUPPORT MUST IMPROVE<br />

The study identified a disconnection<br />

between elements of a vendor's channel<br />

programme seen as important by<br />

channel companies and their satisfaction<br />

with those elements. Respondents rated<br />

training and support for app<br />

development, access to market<br />

development funds (MDF) and lead<br />

generation as the three most important<br />

criteria in a vendor's channel<br />

programme. However, they were least<br />

satisfied with MDF and financial<br />

support, and the biggest gap between<br />

importance and satisfaction rates<br />

occurred in training and support for app<br />

development.<br />

Analysing the effect of satisfaction<br />

gaps, Fernandes commented: "The<br />

channel needs to be clear with vendors<br />

about the support it needs to adapt to<br />

the changing environment, and vendors<br />

must respond. The channel recognises<br />

opportunities around integrated<br />

document workflow apps and solutions,<br />

especially for hybrid and remoteworking<br />

environments, but doesn't feel<br />

equipped to capitalise on these."<br />

More info: www.quocirca.com<br />

Quocirca's State of the Channel <strong>2020</strong> contains in-depth analysis of vendor programmes and recommendations for channel<br />

partners so they can successfully navigate the challenges ahead. Download a complimentary executive summary and<br />

infographic at: https://print2025.com/reports/quocirca-state-of-the-channel-<strong>2020</strong>/<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

13


Dm OPINION: CLOUD STRATEGIES<br />

Next steps for cloud-based content<br />

Tim Hood, Associate Vice President for Hyland in EMEA, argues that moving<br />

business processes and content to the Cloud is 'the only sustainable strategy' for<br />

organisations striving for zero downtime and data loss<br />

Events this year have reinforced what<br />

we pretty much already knew - that<br />

being able to access your data is key<br />

to business continuity, or even to business<br />

survival. Organisations still working with<br />

on-premise systems suddenly found<br />

themselves struggling to access<br />

information remotely, either because it was<br />

in some unreachable, local server-based<br />

app or locked away in an inaccessible<br />

physical filing cabinet.<br />

So, having been forced to embrace<br />

home-working, even traditional business<br />

sectors and organisations are now<br />

rethinking their core model, by turning to<br />

the cloud and aligning bricks and mortar<br />

offices with remote working teams.<br />

The benefits of cloud working are well<br />

known of course - reduced costs,<br />

improved ROI, efficiency gains, minimal<br />

maintenance and universal access - but<br />

moving there still requires strategic<br />

thinking about which processes to move,<br />

as well as what technology will underpin<br />

the migration and its subsequent<br />

development.<br />

And for those organisations that have<br />

already migrated to the cloud, it's time to<br />

think "what next?"<br />

For most, it will mean shifting their focus<br />

onto a fundamental asset of most<br />

organisations - content - and how to use it<br />

better, because today simply storing and<br />

managing it is no longer enough.<br />

It's a truism, of course, that to add real<br />

business value, the right content must be in<br />

the right hands at the right time, in order<br />

to improve productivity, facilitate decision<br />

making or add to the customer experience.<br />

And ensuring this happens is where<br />

content management services come in.<br />

It may seem like a relatively new concept,<br />

but content management is essentially the<br />

aggregation and integration of content<br />

from multiple sources, something that is<br />

much more easily done in the cloud than<br />

on-premises.<br />

THE NEXT STEP FOR CONTENT<br />

By adopting a cloud-based content<br />

services system, organisations have the<br />

means to ensure content is able to flow<br />

and be shared seamlessly between<br />

applications - without replication,<br />

duplication or omission of data. And<br />

that's just not possible with on-premises<br />

legacy enterprise content management<br />

(ECM) systems, which can't keep pace<br />

with fast-changing technology or<br />

governance standards.<br />

14<br />

@<strong>DM</strong>MagAndAwards<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

www.document-manager.com


OPINION: CLOUD STRATEGIES Dm<br />

How many times have you contacted an<br />

organisation with a query or a problem,<br />

only to be told "I'm sorry, I don't have<br />

access to that information, you need to<br />

speak to that department". So you speak<br />

to someone else and have to go through<br />

everything all over again, sometimes<br />

multiple times. It's frustrating for the<br />

customer and a missed opportunity for<br />

the business.<br />

On the other hand, a cloud-based ECM<br />

ensures that data is released and<br />

distributed across multiple business units<br />

or departments, rather than remaining<br />

the sole property of a single repository<br />

such as a CRM, ERP, accounts payable or<br />

case management application.<br />

Now, rather than adding more and<br />

more solutions to an already disparate<br />

and clunky portfolio of technologies,<br />

there can be a single organisation-wide<br />

platform instead.<br />

This gives authorised users across the<br />

organisation access to every document,<br />

image and piece of data analytics or usergenerated<br />

content they need to do their<br />

job better, whether that involves customer<br />

service, client retention, developing<br />

industry expertise, or addressing new<br />

competitive threats.<br />

Even better, if the platform allows the<br />

modification and updating of workflows<br />

and processes without the need for<br />

coding or scripting, then it starts to be<br />

seen as a day-to-day work tool rather<br />

than a niche piece of software that can't<br />

be adapted. Users then become<br />

empowered to independently create<br />

better systems as and when they need<br />

without having to call and wait for an IT<br />

team to make the changes.<br />

BEYOND ECM<br />

The benefits of a cloud-based ECM can<br />

be further enhanced by complementing it<br />

with tools such as robotic process<br />

automation (RPA), which can streamline<br />

the way data is fed into workflows by<br />

taking on time-consuming, rule-based,<br />

repetitive tasks like copying and pasting<br />

data between apps, which are often<br />

central to information collection and data<br />

pre-processing.<br />

Hyland's own enterprise information<br />

platform, OnBase, which is hosted on the<br />

Hyland Cloud, now includes RPA, to give<br />

an end-to-end solution that's of particular<br />

benefit to organisations that need clear<br />

audit trails and chains of custody for every<br />

data action.<br />

Of course, there will always be some<br />

degree of apprehension about the<br />

potential disruption and cost of<br />

introducing any new technology. For<br />

instance, there may be concerns about<br />

how new cloud applications will<br />

integrate with legacy systems containing<br />

large volumes of often complex,<br />

unstructured data.<br />

Moving to the cloud means that the<br />

burden of responsibility shifts from the<br />

organisation to outside service providers.<br />

With an ever-growing number of<br />

providers and a new generation of cloud<br />

content apps entering the marketplace, it<br />

is ever more important to select a provider<br />

with the knowledge, understanding and<br />

experience to create innovative, robust,<br />

seamless solutions. Vendor viability and<br />

levels of service are now as important, if<br />

not more so, than features and functions.<br />

SECURITY IS KEY - BUT SO IS<br />

SCALABILITY<br />

There is a high degree of assurance in<br />

committing business processes to the<br />

cloud, with most organisations<br />

recognising that, should there be some<br />

localised disruption or environmental<br />

event, it is better to have their data<br />

located in a remote, secure, facility and<br />

not in an on-premise server.<br />

But organisations still need to know<br />

that best practice is being applied to<br />

mitigate risk, and that advanced and<br />

proven security measures are in place<br />

with the capacity to detect intrusion,<br />

analyse threats and predict potential<br />

vulnerability points.<br />

Since achieving total security is one of<br />

key concerns when moving to the cloud,<br />

companies will want to know that<br />

vendors are carrying out third-party<br />

assured annual service organisation<br />

control (SOC) audits, as well as regular<br />

internal reviews, along with ongoing<br />

penetration and vulnerability testing.<br />

Those who operate in sectors such as<br />

financial, legal or healthcare, where<br />

strong regulatory frameworks apply, may<br />

want the added reassurance of dedicated<br />

governance, risk and compliance support<br />

and services.<br />

Above all, organisations will want to<br />

know that the cloud-based system they<br />

adopt will be able to tackle whatever<br />

the world throws at them. Hyper-agility<br />

and hyper-scalability will define the<br />

winners and losers in the new digital<br />

world, so they must be sure that<br />

system architectures are sufficiently<br />

robust and elastic to meet the fastchanging<br />

demands of the enterprise<br />

environment and manage the deluge of<br />

data that's pouring in ever-faster from<br />

every direction.<br />

Given the complexity of the landscape,<br />

organisations need help to navigate their<br />

way through a marketplace that's<br />

constantly evolving. The picture is likely to<br />

become more complex still, as innovative<br />

technologies like artificial intelligence,<br />

machine learning, blockchain and big<br />

data analytics add further disruption.<br />

This creates opportunities for value<br />

added resellers (VARs) who are able to<br />

offer a strategic understanding of new<br />

and emerging cloud-based solutions and<br />

how they can be capitalised upon.<br />

THE ONLY SUSTAINABLE STRATEGY<br />

With organisations striving for zero<br />

downtime and data loss, running core<br />

business applications internally is no<br />

longer a sustainable strategy when the<br />

operating environment is unpredictable<br />

and fast-changing. As a result, more and<br />

more organisations are moving their<br />

business processes away from onpremises<br />

servers to accommodate the<br />

changing way people need to interact<br />

with business information.<br />

The rapid and unexpected acceleration<br />

of remote working this year has brought<br />

new urgency to the need to ensure cloud<br />

delivery of content. While moving to the<br />

cloud can improve individual processes,<br />

more and more organisations are seeing it<br />

as fundamental in achieving the much<br />

wider digital transformation that will be<br />

essential for future success.<br />

More info: www.hyland.com<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

15


Dm PRODUCT FOCUS<br />

PRODUCT FOCUS: KODAK S3100<br />

Kodak Alaris announced its new S3000<br />

series A3 scanners as a more or less<br />

'like-for-like' replacement for the<br />

company's much-admired i3000 devices,<br />

but in truth these are far more than an<br />

upgrade, offering enhanced features,<br />

faster scans, better connectivity, and much<br />

more besides.<br />

One of the key features of the S3100<br />

device we reviewed is that image<br />

processing is now performed onboard the<br />

scanner itself, as opposed to requiring a<br />

separate PC. This frees up PC CPU cycles for<br />

batch-related processing, OCR and the like,<br />

and makes the new devices especially<br />

appealing for integrators and BPOs as<br />

much as for horizontal use cases such as<br />

mailroom, HR, or records management.<br />

The image processing software, Perfect<br />

Page, has numerous enhancements<br />

including a new 'snap to size' option, as<br />

well as improved 'digital stamping'.<br />

Described as a low-volume device<br />

(though the definitions of what counts as<br />

low, medium or high volume are evolving<br />

continually) the S3100 is capable of an<br />

impressive 100 pages per minute (200<br />

image per minute duplex); the other<br />

models in the series are equally quick<br />

(S3060 offers 60ppm/120ipm, S3120<br />

offers 120ppm/240ipm) - all in grayscale,<br />

black-and-white or colour, at up to 300 dpi<br />

resolution. The range also includes the A4<br />

S2085f - the 'f' denotes a flatbed, an<br />

option also available on the S3060 and<br />

S3100 devices.<br />

The S3100 boasts a very user-friendly<br />

colour touchscreen interface alongside the<br />

usual buttons which, combined with Smart<br />

Touch, offer simple 'one-touch' scanning to<br />

a host of standard destinations. There is a<br />

larger input hopper than the old i3000,<br />

now holding 300 rather than 250 sheets,<br />

and numerous improvements have been<br />

made to the output tray mechanisms and<br />

multifeed handling, to reduce operator<br />

intervention.<br />

There is the option of a straight through<br />

feed path for non-standard documents -<br />

the usual example we quote here is long<br />

medical record documents which can be a<br />

meter or more in length, but Kodak Alaris<br />

also described the use case of oil well logs,<br />

again long continuous stationery<br />

documents that would otherwise be almost<br />

impossible to capture efficiently.<br />

Network connectivity is a large selling<br />

feature for the S3000 range, with wired<br />

Gigabit ethernet as standard (avoiding the<br />

potential security issues of wifi connection).<br />

As well as TLS and end-to-end encryption<br />

the S3100 can use self-signed certificates<br />

and even offers a 'secure boot' option to<br />

protect against potential hacks. As a secure,<br />

robust, high quality networked scanner, it is<br />

easy to see the S3000 series having an<br />

impact in areas that might previously have<br />

relied on MFP scanning, for instance.<br />

Security of access is of course key for any<br />

networked device, so it makes sense that<br />

Kodak Alaris has made it such a focus for<br />

these scanners. They describe the S3000<br />

range as offering 'true network scanning',<br />

and the Smart Touch interface defaults to<br />

multi-user mode as well as offering PIN<br />

controlled access if required. For smaller<br />

operations it is of course possible to set the<br />

scanner up in 'single user mode' with a<br />

direct connection to a PC.<br />

More info: www.alarisworld.com/go/s3000<br />

VERDICT<br />

Kodak Alaris describe the S3000 range as 'built for today, ready for tomorrow', and it's fair to say that this robust,<br />

speedy and surprisingly user-friendly scanner is fit for anything its target market will want to throw at it - it is a<br />

more than worthy successor to the highly successful i3000 scanners it replaces.<br />

16 @<strong>DM</strong>MagAndAwards <strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong> www.document-manager.com


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with human-like intelligence<br />

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Hyland takes your document and information capture to the<br />

next level, providing scalability and increasing process visibility.<br />

BRAINWARE BY HYLAND:<br />

Automates the<br />

extraction and<br />

validation of data<br />

Uses pattern<br />

recognition to<br />

increase process<br />

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Connects with<br />

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to match and<br />

update data<br />

organisation-wide<br />

Learn more at Hyland.com/Brainware


Dm CASE STUDY: LONDON NORTH WEST UNIVERSITY HEALTHCARE NHS TRUST<br />

Virtual clinics ease COVID-19 burden<br />

In a project that won the coveted Project of the Year trophy at the <strong>2020</strong> <strong>DM</strong><br />

Awards, IMMJ Systems deployed its clinical electronic document management<br />

solution at one London NHS Trust in order to support virtual clinical operations<br />

during the COVID-19 crisis<br />

In order to address some immediate<br />

challenges the NHS are facing IMMJ<br />

Systems designed the MediViewer<br />

"Rapid Deployment Service" (RDS) to<br />

support "Virtual Clinics" during the<br />

COVID - 19 pandemic. The RDS allows<br />

Healthcare professionals to view a<br />

patient's digitised record from<br />

anywhere whilst accessing a Hospitals<br />

Virtual Clinic system.<br />

London North West University<br />

Healthcare NHS Trust is one of the<br />

largest integrated care trusts in the<br />

country, providing hospital and<br />

community services to the people of<br />

Brent, Ealing, Harrow and beyond. Its<br />

team of more than 8,000 clinical and<br />

support staff serves a diverse<br />

population of approximately one<br />

million people.<br />

As well as delivering community<br />

services across the three London<br />

boroughs, the Trust provides acute<br />

hospital services at: Central Middlesex<br />

Hospital, Ealing Hospital, Northwick<br />

Park Hospital and St Mark's Hospital.<br />

In early spring <strong>2020</strong> - at the very start<br />

of the Coronavirus global pandemic -<br />

London North West (Northwick Park)<br />

were front and centre in seeing the first<br />

COVID-19 patient and being the first<br />

hospital in the UK providing testing<br />

services for the treatment.<br />

In early March <strong>2020</strong> London North<br />

West University Healthcare NHS<br />

contacted IMMJ Systems to work and<br />

18<br />

@<strong>DM</strong>MagAndAwards<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

www.document-manager.com


CASE STUDY: LONDON NORTH WEST UNIVERSITY HEALTHCARE NHS TRUST Dm<br />

"FACED WITH THE COVID-19 CRISIS AND THE URGENT NEED TO MOVE TO VIRTUAL OUTPATIENT SERVICES, WE<br />

WERE UNDER PRESSURE TO FIND A SOLUTION THAT WOULD SUPPORT OUR CONSULTANTS WITH RELEVANT<br />

PATIENT INFORMATION REQUIRED TO DELIVER EFFECTIVE VIRTUAL CLINICS. HAVING ALREADY BEEN EXPOSED TO<br />

IMMJ SYSTEMS' MEDIVIEWER SOLUTION AT THE HILLINGDON HOSPITAL WE KNEW THIS WAS THE SOLUTION FOR<br />

US. THIS HAS BEEN A SUCCESSFUL PARTNERSHIP BETWEEN THE TRUST AND TECH TO DELIVER CRITICAL DIGITAL<br />

INFORMATION, DURING A VERY CHALLENGING TIME "<br />

support their need to deploy the IMMJ<br />

Systems' clinical electronic document<br />

management solution, MediViewer,<br />

using its Rapid Deployment Service,<br />

uniquely designed to minimise COVID-<br />

19 cross infection between patients,<br />

consultants and other hospital<br />

employees by supporting virtual clinics<br />

as a matter of urgency. MediViewer<br />

support the Trust's Virtual Outpatient<br />

Clinics by minimising the potential for<br />

COVID-19 cross infection between<br />

patients, consultants, nurses and any<br />

other exposed hospital workers.<br />

The rapidly deployed solution<br />

incorporated a "scan on demand"<br />

service of all patient records ahead of<br />

each Virtual Clinic, providing the<br />

consultant with remote access to key<br />

digitised patient records that were<br />

currently held in paper format in the<br />

hospital's medical records libraries and<br />

across the hospital site.<br />

Sonia Patel, Chief Information Officer<br />

at London North West University<br />

Healthcare NHS Trust and The<br />

Hillingdon Hospital as well as the<br />

newly appointed Chief Information<br />

Officer for NHSX, commented on the<br />

partnership with IMMJ: "Faced with the<br />

COVID-19 crisis and the urgent need<br />

to move to virtual Outpatient services,<br />

we were under pressure to find a<br />

solution that would support our<br />

consultants with relevant patient<br />

information required to deliver<br />

effective virtual clinics. Having already<br />

been exposed to IMMJ Systems'<br />

MediViewer solution at The Hillingdon<br />

Hospital we knew this was the solution<br />

for us. This has been a successful<br />

partnership between the trust and tech<br />

to deliver critical digital information,<br />

during a very challenging time "<br />

MediViewer's cloud-based solution<br />

provides the platform for London<br />

North West University Healthcare NHS<br />

Trust with access to patient records any<br />

time, anywhere and on any device.<br />

Tens of thousands of patient medical<br />

records have been securely scanned<br />

and stored in IMMJ Systems'<br />

MediViewer platform thereby reducing<br />

not only the need for patients to<br />

attend the hospital for appointments<br />

but also enabling clinicians to work<br />

remotely. Furthermore, the solution<br />

will also ensure that medical records<br />

will no longer need to be moved<br />

around the hospital where they are<br />

physically handled many times before,<br />

during and after each patient<br />

appointment.<br />

The project commenced following<br />

urgent board approval to procure,<br />

implement and deploy the required<br />

strategy in support of making patient<br />

medical records available to support<br />

virtual outpatient clinics.<br />

IMMJ Systems developed a 'new<br />

world' scanning model, so that the<br />

Trust could accurately forecast patient<br />

attendance levels both now during the<br />

global pandemic and also predict<br />

activity post COVID and what this<br />

would look like.<br />

Following board approval IMMJ<br />

Systems agreed to work at risk such<br />

that the commercial elements and<br />

contracting were secondary to<br />

ensuring that they could actively<br />

support the Trust with the rapid<br />

deployment to support virtual<br />

outpatient clinics.<br />

It took IMMJ's technical services<br />

teams less than 11hrs to build the<br />

required infrastructure (including<br />

Disaster Recovery), install the software<br />

application, integrate with the Trust's<br />

Active Directory and be live in the<br />

Trust's network. The next step was to<br />

align the scanning partner the Trust<br />

had been working with for a number<br />

of years.<br />

A clearly defined strategy was put in<br />

place even taking into account that<br />

medical records sent off site to be<br />

scanned would need to be placed into<br />

quarantine minimising the risks of<br />

cross contamination in this process<br />

too. The Trust opted to go-live within<br />

their Rheumatology service on April<br />

28th with the project working towards<br />

enterprise adoption by <strong>Dec</strong>ember<br />

<strong>2020</strong>.<br />

IMMJ Systems places as much<br />

emphasis on the implementation and<br />

transformation processes as on the<br />

technology itself, and this combination<br />

ensured the Trust were truly working<br />

with a safe pair of hands.<br />

The immediate results and impact of<br />

the project undertaken at London<br />

North West Healthcare were<br />

significant. Providing a best of breed<br />

electronic document management<br />

system that could be used on any<br />

device in any location providing access<br />

to scanned clinical records was pivotal<br />

during these times - and the impact<br />

has been demonstrable.<br />

The wider reaching benefits are such<br />

that the Trust is able to plan a vast<br />

reduction in the spend on managing<br />

physical medical records, estate costs<br />

and operational savings in respect of<br />

the manual time spent managing<br />

physical records in circulation.<br />

More info: www.immjsystems.com<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

19


Dm VERTICAL FOCUS: LEGAL<br />

Could the pandemic deliver a<br />

paperless reality for law firms?<br />

Law firms have been talking about going paperless and<br />

transitioning to a more efficient way of working for<br />

years, says Storetec's Amy Wright - but it would seem<br />

the pandemic might deliver the final push in making<br />

this digital goal a reality<br />

We have seen numerous<br />

attempts over the last decade<br />

by law firms and courts of law<br />

to transition processes into a digital<br />

format. In 2013, the government<br />

launched an online claims portal to<br />

manage claims efficiently and quickly.<br />

Created to deal with claims of up to<br />

£25,000, the portal applies to<br />

organisations on the receiving end of<br />

employer liability (EL) and public liability<br />

(PL) claims. In 2016 the government<br />

also invested £7 million pounds in its<br />

Autumn statement for modernising<br />

courts and justice systems. Virtual<br />

hearings conducted over telephone and<br />

video links are becoming more common<br />

practice, which is extremely useful in<br />

sensitive court cases.<br />

OPPORTUNITY TO DIGITISE<br />

The COVID-19 pandemic has presented<br />

a window of opportunity for private<br />

law firms to review company structures<br />

and identify inefficiencies which have<br />

existed for years. The need for an<br />

20<br />

@<strong>DM</strong>MagAndAwards<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

www.document-manager.com


VERTICAL FOCUS: LEGAL Dm<br />

"THE NEED FOR AN EFFICIENT METHOD OF WORKING WAS HIGHLIGHTED FURTHER DURING THE LOCKDOWN<br />

WHEN EMPLOYEES WITHOUT ELECTRONIC ACCESS TO DOCUMENTATION STRUGGLED TO WORK FROM HOME.<br />

IMAGINE A TYPICAL LAW FIRM: FILING CABINETS ACROSS THE OFFICE FULL OF CLIENT DOCUMENTS AND DESKS<br />

STACKED WITH CORRESPONDENCE WITH POST-IT NOTES OF HELPFUL NUMBERS. DURING THE LOCKDOWN IT<br />

WASN'T QUITE AS EASY AS TAKING ALL THOSE FILING CABINETS HOME WITH YOU!"<br />

efficient method of working was<br />

highlighted further during the<br />

lockdown when employees without<br />

electronic access to documentation<br />

struggled to work from home. Imagine<br />

a typical law firm: filing cabinets<br />

across the office full of client<br />

documents and desks stacked with<br />

correspondence with post-it notes of<br />

helpful numbers.<br />

During the lockdown it wasn't quite<br />

as easy as taking all those filing<br />

cabinets home with you! With<br />

documentation being incredibly<br />

confidential in nature, accessing such<br />

records in a secure and compliant<br />

environment was another obstacle law<br />

firms faced.<br />

We don't need to sit and tell you<br />

about the benefits of a paperless<br />

office: the reality of unrestricted<br />

remote access, reduced administrative<br />

costs and enhanced workflow are<br />

obvious wins. But what about the<br />

practical reality of sticking to a<br />

paperless way of work in the future?<br />

A main source of paper within many<br />

law firms is incoming correspondence<br />

and contracts. To ensure the paper<br />

problem doesn't build up again,<br />

businesses can outsource a digital<br />

mailroom service whereby all post is<br />

scanned and stored in a central<br />

system for the law firm to access.<br />

Solicitors can then allocate the<br />

scanned mail to each client matter<br />

enabling employees to access the<br />

information they need online.<br />

HOW SECURE IS REMOTE<br />

WORKING?<br />

As leading document scanning &<br />

cloud-based document management<br />

providers, we have been busy helping<br />

law firms facilitate remote working<br />

over the last 6 months. With the rush<br />

for businesses to set up remote<br />

working infrastructure and follow<br />

critical government orders, the reality<br />

is that currently, many businesses<br />

security systems are compromised.<br />

Data gathered from independent<br />

surveys distributed to a range of<br />

businesses identified that some<br />

employees are accessing critical<br />

documents via email, USB and other<br />

non-secure networks. We would like to<br />

think that there aren't cyber criminals<br />

waiting to take advantage of the<br />

situation… but in reality, that's exactly<br />

what's happening. If the Coronavirus<br />

pandemic has taught us anything, it's<br />

that the unexpected can happen, and<br />

businesses should be prepared to face<br />

any eventuality.<br />

A solution to the security problem,<br />

you may ask? An encrypted cloudbased<br />

document management<br />

solution. Products such as our awardwinning<br />

system FreeDocs will enable<br />

you to:<br />

1) Access confidential documents in a<br />

secure, cloud-based database.<br />

2) Set multi-user restrictions to<br />

determine levels of access.<br />

3) Review audit trails of which records<br />

employees have accessed remotely.<br />

4) Have the peace of mind knowing<br />

documents are secure, protected<br />

behind data encryption and 2-factor<br />

authentication.<br />

You may already have a system like<br />

this in place, which means you're<br />

absolutely on the right track. But if<br />

you are one of the employees<br />

accessing records via USB or email<br />

transfer, we urge you to contact us<br />

today for some free advice over your<br />

cloud-based solution.<br />

REVISED ORGANISATIONAL<br />

STRUCTURE<br />

In addition to reviewing paper<br />

processes, law firms have also taken<br />

the time to make changes to their<br />

organisational structure. An article by<br />

Law.com questions the current ratio of<br />

attorneys to legal administrative<br />

assistants in light of the pandemic.<br />

One law firm leader - speaking on the<br />

condition of anonymity - says their<br />

firm's support structure will be<br />

permanently changed by the<br />

pandemic: "Our attorneys have really<br />

been more autonomous when it<br />

comes to their day-to-day practice. We<br />

are going to benefit from that<br />

autonomy and the way they've<br />

embraced technology will increase<br />

efficiency."<br />

A PAPERLESS FUTURE FOR<br />

LAW FIRMS<br />

With the Coronavirus pandemic<br />

expected to impact our lives over the<br />

coming years, we're expecting the<br />

number of law firms looking to switch<br />

to a paperless way of working to<br />

continue for the foreseeable future.<br />

The Storetec team remains available<br />

and on-hand to assist such firms with<br />

their digital transformation goals.<br />

If you would like any advice or<br />

information regarding Storetec's<br />

secure document scanning and cloudbased<br />

document management<br />

services, please do not hesitate to<br />

contact us by phone on 0800 612<br />

4065 or sales@storetec.net.<br />

More info: www.storetec.net<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

21


Dm MARKET FOCUS: CAPTURE<br />

Worldwide capture software market grows 16.5%<br />

Intelligent capture, Cloud-based services and RPA all key drivers of revenue growth<br />

Infosource, the leading analyst firm<br />

covering the Capture Software market, is<br />

reporting that analysis of its annual<br />

Worldwide Market Survey showed that the<br />

market for Capture Software experienced<br />

double-digit growth for the fourth year in<br />

a row.<br />

Capture 2.0 Intelligent Capture Cloudbased<br />

services, and Robotic Process<br />

Automation were the key drivers of revenue<br />

growth. In 2019, the worldwide market<br />

grew by 16.5% reaching US$5.5bn in enduser<br />

revenues. Robotic Process Automation<br />

(RPA) Capture Systems are contributing to<br />

strong growth with an increase of more<br />

than 60% year-over-year. Cloud services are<br />

forecast to continue to grow by more than<br />

25% CAGR through 2024 to over $1.7bn.<br />

RPA is generating high interest and<br />

expectations. Organisations are continuing<br />

to look for solutions for transferring data<br />

from one system to another in a 'touch less'<br />

fashion, without human intervention. RPA is<br />

being implemented to solve simple data<br />

look up and transfer tasks. But to be more<br />

impactful on business process automation,<br />

intelligent Capture 2.0, based on artificial<br />

intelligence and invoking machine learning,<br />

is critical. RPA companies are investing in<br />

these technologies while major enterprise<br />

software platform providers are integrating<br />

RPA and Capture 2.0 into their systems.<br />

The pandemic has accelerated the digital<br />

transformation. Changes in the workplace<br />

and the demand for real-time information<br />

at any location is creating demand for<br />

Capture 2.0. Intelligent Capture<br />

Technologies are enabling automated near<br />

real-time, customer facing business<br />

applications. Case Management<br />

applications are in demand in top vertical<br />

markets including: Government, Retail<br />

Banking, and Healthcare. Capture 2.0 is<br />

improving efficiencies in loan processing,<br />

supply chain tracking and patient care, to<br />

name a few.<br />

Capture 2.0 includes AI technologies that<br />

provide the ability to classify, apply business<br />

rules and extract needed data from a variety<br />

of media types not limited to traditional<br />

documents. Voice, object and image<br />

understanding are included in the<br />

Infosource Capture 2.0 definition. Cloud<br />

Service platforms are the new standard for<br />

development and delivery of Capture<br />

applications where Capture Services will be<br />

integrated quickly and efficiently with other<br />

applications-all of which is designed to<br />

automate specific business processes.<br />

The dynamics of the Capture Software<br />

market also are changing rapidly,<br />

providing new opportunity. Capture 2.0<br />

Services are being implemented in<br />

automated business solutions by<br />

enterprise software companies as well as a<br />

new generation of Service Providers.<br />

The Capture Software vendors that are the<br />

traditional market leaders are being<br />

challenged. There are a number of up and<br />

coming vendors focused on vertical market<br />

solutions that are challenging the "top 5"<br />

with portfolios powered by Capture 2.0.<br />

Infosource estimates the worth of the<br />

total potential market for Capture 2.0<br />

Services at $32bn worldwide. Capture 2.0<br />

will have far reaching effect on the market<br />

resulting in opportunities for software<br />

vendors, integrators, scanner and MFP<br />

hardware vendors, as well as business<br />

process service providers.<br />

More info: www.infosource-analysts.com<br />

22<br />

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<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

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Dm CASE STUDY: AMEY PLC<br />

Moving with the times - and into the cloud<br />

Amey is achieving seamless Business Continuity in its HR & Accounts Payable<br />

functions throughout the COVID-19 lockdown, thanks to a combination of Cloudbased<br />

digital document management from EASY Software and Fujitsu scanning<br />

solutions from PFU (EMEA)<br />

Amey plc is one of the UK's largest<br />

and best-known facilities<br />

management, civil engineering<br />

and infrastructure management<br />

companies, with a large project<br />

footprint in the UK public sector. Today<br />

there are around 16,000 people<br />

working for the organisation, though<br />

numbers can peak at much higher than<br />

that depending on the volume and type<br />

of contracts the company is managing<br />

at any one time. All of this adds up to a<br />

vast administrative workload, from both<br />

a finance and HR perspective.<br />

In 2002, when Amey first implemented<br />

SAP as its finance and resource<br />

management system, it invested in EASY<br />

Software's SAP Packaged Services<br />

(Capture and Archive) to capture and<br />

manage incoming Accounts Payable (AP)<br />

documents electronically. With 12,000<br />

invoices coming into the business each<br />

month, on average, Amey needed a<br />

means to capture, store and access<br />

these without reliance on paper.<br />

When Spanish facilities management<br />

group Ferrovial acquired Amey the<br />

following year, this newly streamlined<br />

AP process helped support the move to<br />

a Financial Shared Service centre at<br />

Oxford Science Park. As further<br />

complementary companies joined the<br />

organisation, bringing in large<br />

government contracts, the business<br />

deployed EASY Capture in a number of<br />

regional offices.<br />

Fast forward to today, and 95 per cent<br />

of all invoices come into the business<br />

digitally with progressively less reliance<br />

on an external scanning service to<br />

convert incoming paper documents into<br />

scanned files.<br />

FAST PAPERLESS ON-BOARDING<br />

Even more transformational for Amey<br />

has been the use of EASY software for<br />

capturing and organising HR<br />

documents. Each time Amey takes on or<br />

finishes a new major contract, it has to<br />

bring in or phase out what might be<br />

500 people at a time, involving a lot of<br />

red tape. "The nature of the work we do<br />

means there can be a massive turnover<br />

of staff, and extraordinarily high<br />

numbers documents to process under<br />

TUPE (transfer of undertakings)<br />

obligations as people come into our<br />

24<br />

@<strong>DM</strong>MagAndAwards<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

www.document-manager.com


CASE STUDY: AMEY PLC Dm<br />

operations and leave again," explains<br />

Stephen Butler, Amey's Senior<br />

Application Support Manager.<br />

For over a decade now, Amey has<br />

used EASY-enabled electronic document<br />

archiving to provide a HR document<br />

management solution that integrates<br />

with the company's SAP HCM (Human<br />

Capital Management) and vFire Case<br />

Management systems. This supports HR<br />

professionals in administering Amey's<br />

critical talent pool, providing ready<br />

access to confidential documents over a<br />

secure web client.<br />

CLOUD-FIRST STRATEGY<br />

With content and process digitisation<br />

high on its agenda, and a cloud-first<br />

strategy now a business priority at<br />

Amey, the company implemented a<br />

significant upgrade to EASY Software's<br />

latest technology in 2019. As well as<br />

providing access to the latest<br />

functionality and features, this has<br />

meant that all software and records<br />

now run in the cloud, on a secure<br />

Microsoft Azure platform - supporting<br />

Amey's ambition to reduce reliance on<br />

its own on-premise data centre<br />

infrastructure.<br />

Amey also took this opportunity to<br />

separate its HR and financials<br />

databases, so they could each run on<br />

their own server - for greater resilience<br />

and scalability. "Our aim is to move<br />

everything - all of our applications - to<br />

the cloud," explains Jono Cook, Amey's<br />

Applications Manager who oversaw the<br />

latest EASY upgrade.<br />

PANDEMIC-PROOF - WITH BUILT-IN<br />

COMPLIANCE<br />

The timing of the transition could not<br />

have been more fortunate. By the time<br />

the COVID-19 pandemic hit, 95 per<br />

cent of Amey's Accounts Payable<br />

documents and 100 per cent of all HR<br />

information was being captured<br />

digitally and made available securely via<br />

the cloud to authorised staff. This<br />

meant that these departments could<br />

continue working, uninterrupted, from<br />

team members' respective homes.<br />

"Users can now simply 'Save to EASY'<br />

using their laptops or other devices<br />

from home, which meant the sudden<br />

call to work from home didn't affect<br />

their workloads," Stephen notes. "With<br />

the latest EASY software, we are not<br />

dependent on having people in the<br />

office to print attached documents and<br />

scan them into our core systems. I think<br />

a lot of other businesses will have been<br />

caught out without that facility."<br />

End-to-end document digitisation<br />

boosts compliance with regulations<br />

like GDPR, too. "The risk of mis-filing<br />

or failing to shred documents is<br />

removed once you can capture the<br />

content straight to the intended<br />

secure system," Stephen explains. "In<br />

HR, that's invaluable. Each time<br />

someone joins the company they have<br />

to send in a copy of their passport, for<br />

instance. Now these documents can<br />

be captured without paper. When you<br />

consider that we operate a number of<br />

contracts for the Government, you can<br />

appreciate how important that kind of<br />

assurance is."<br />

On the capture side Amey uses the<br />

predecessor of the Fujitsu fi-7600<br />

scanner, which offers reliable and<br />

uninterrupted scanning of a wide range<br />

of documents. Fujitsu's impressive<br />

current range of production level<br />

scanners are capable of scanning up to<br />

A3 double-sided documents seamlessly<br />

and intuitively into business processes.<br />

The latest in feeding mechanism<br />

technologies include acoustic sensors, a<br />

skew protection that helps ensure<br />

enhanced operation during the scan<br />

process and a new stacking design that<br />

helps control the paper output.<br />

Scan speeds of up to 100ppm/200ipm<br />

A4 landscape pages per minute are<br />

possible through the 300 sheet ADF. An<br />

adjustable ADF can dis-engage the<br />

rollers meaning booklets, filled<br />

envelopes and thicker material up to<br />

413g/m2 can be effortlessly scanned to<br />

broaden the scanners capabilities.<br />

The fi-7600 is bundled with<br />

PaperStream IP; a scanner driver that<br />

supports TWAIN/ISIS and allows for<br />

optimal image capture routines and<br />

PaperStream Capture for hassle free<br />

creation of profiles such as batch<br />

scanning and subsequent efficient<br />

input into workflows.<br />

Anyone wishing to get hold of an<br />

evaluation or demo unit of any of the<br />

Fujitsu scanner range to try for<br />

themselves or at a customer site is<br />

urged to visit PFU's enablement<br />

platform at www.imaging-channelprogram.com<br />

for more information.<br />

ROBUST AND RELIABLE<br />

The overall efficiency gains, meanwhile,<br />

have been so substantial that Amey<br />

doesn't even attempt to quantify them.<br />

"The fact that we can track down any<br />

document at any time and from<br />

anywhere is transformational, and<br />

made the difference between critical<br />

business functions being able to<br />

maintain continuity during lockdown or<br />

not," Stephen says. "That's on top of the<br />

saving we make on having dedicated<br />

people who otherwise would have<br />

spent their days scanning paperwork."<br />

Having the people from EASY<br />

Software close at hand continues to be<br />

a huge source of reassurance, too, Jono<br />

says: "They are brilliant. There is always<br />

a quick turnaround if I ever need them;<br />

we're never left waiting in a queue for<br />

assistance. The software does<br />

everything we need it to do, it saves us<br />

money, and is very intuitive and easy to<br />

use - and the maintenance costs are<br />

extremely low."<br />

"I can honestly say that we extract<br />

every bit of value we can from the<br />

system," Stephen concludes. "The fact<br />

that we can bring in documents<br />

digitally and view them on the screen<br />

without any form of paper being<br />

involved gives us end-to-end efficiency<br />

gains. Although we always consider<br />

competitive alternatives, we have never<br />

yet seen a reason to move away from<br />

EASY Software. They give us everything<br />

we need and support us fantastically.<br />

And to have achieved such a smooth<br />

upgrade and have had no issues during<br />

the peak of the lockdown - when HR<br />

had so many other things to deal with -<br />

is priceless."<br />

More info: www.easy-software.com/uk<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

25


Dm RESEARCH: I.T. INVESTMENT<br />

I.T. decision makers investing in tech for productivity<br />

New research from Brother shows that more than eight in ten businesses are increasing<br />

their focus on productivity, with digital infrastructure investment driving the productivity<br />

push. As such, firms are boosting their IT budgets by an average of 13%<br />

UK firms are investing in digital<br />

infrastructure to boost their<br />

productivity in the wake of the<br />

Covid-19 pandemic, according to research<br />

from business technology solutions<br />

provider Brother UK. The findings, taken<br />

from interviews with 500 IT decision<br />

makers, show that more than eight in ten<br />

(84%) companies have ramped-up efforts<br />

to boost productivity since March, with<br />

more than half saying it is now vital to<br />

deliver cost savings (59%) and higher<br />

profits (54%) for their businesses.<br />

Firms are ramping-up digital investment<br />

to tackle their productivity challenges, with<br />

IT budgets set to rise by an average of 13%<br />

over the next 12 months. Respondents said<br />

that legacy working practices (35%), such<br />

as excessive meetings, and poor IT<br />

infrastructure (33%) are the biggest<br />

barriers businesses face.<br />

Modern hardware, such as printers and<br />

tablets, (98%), collaboration software,<br />

such as project management platforms<br />

and video conferencing, (98%), and<br />

remote working tools, such as cloud-based<br />

technologies, (96%), top IT decision<br />

makers' lists for technology that will deliver<br />

the greatest productivity gains.<br />

Brother says that an average business of<br />

250 employees could stand to save nearly<br />

52,000 hours of workers' time a year -<br />

worth an estimated £776,000 - just by<br />

implementing simple, cost effective<br />

updates across their IT operations.<br />

Andy Johnson, head of product and<br />

solutions management at Brother UK, said:<br />

"It's never been more important for<br />

businesses to be firing on all cylinders and<br />

that means productivity needs to be at its<br />

peak. While it's positive news that<br />

businesses are prepared to make<br />

investments that will boost the efficiency of<br />

their operations, we know productivity is<br />

often seen as a real puzzle. Resellers are in<br />

a unique position to support businesses by<br />

offering simple, time-saving and costeffective<br />

measures that can be<br />

implemented to streamline IT operations<br />

and processes to deliver tangible value."<br />

The research analysed the potential time<br />

savings and value to employers when a<br />

number of typically manual IT practices<br />

were replaced with more efficient<br />

alternatives. For example, scanning straight<br />

to a secure network location, rather than a<br />

PC and then saving the file, to streamline<br />

and secure document management.<br />

Johnson added: "Reliable hardware and<br />

devices, such as printers, will be key in<br />

helping businesses become more<br />

productive, coupled with other easy<br />

updates, such as making sure all<br />

infrastructure is properly secured and<br />

opting for software solutions that support<br />

remote working and end-to-end<br />

workflows. Productivity is all about<br />

working smarter, and together these<br />

smaller investments can deliver a big gain<br />

for businesses."<br />

To support its channel partners Brother<br />

has launched its Designed for Productivity<br />

campaign toolkit, featuring a variety of<br />

content assets and advice to help them<br />

engage their customers. This includes email<br />

and landing page templates, web banners<br />

and social media posts. The campaign<br />

toolkit is available at the URL below.<br />

More info:<br />

www.brotherzone.co.uk/designed-forproductivity-zone<br />

26<br />

@<strong>DM</strong>MagAndAwards<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

www.document-manager.com


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Dm MARKET FOCUS: HEALTHCARE<br />

Monitoring the security of healthcare data<br />

Mark Gross, Senior Product Manager at Kofax, examines the hidden security risks for<br />

healthcare organisations in their print and capture functions<br />

Healthcare data breaches are often<br />

the result of unsecure devices<br />

and the failure of employees to<br />

follow best practices. Two-thirds of UK<br />

healthcare organisations reported a<br />

breach in 2019, according to a<br />

cybersecurity survey conducted by<br />

Clearswift. According to the Parliament<br />

Street think tank's analysis of 68 UK NHS<br />

trusts, 162,000 documents went<br />

missing in the fiscal year 2017-2018.<br />

This is in addition to 702,000 pieces of<br />

paperwork the trusts had already known<br />

to be lost.<br />

Despite these vulnerabilities, only 26% of<br />

healthcare IT decision makers are<br />

investing in security for frontline<br />

endpoints, compared to 46% who say<br />

they're investing in database security, the<br />

above-mentioned Clearswift survey found.<br />

When it comes to maintaining security,<br />

healthcare organisations sit between a<br />

rock and a hard place. To provide proper<br />

patient care, their staff need access to the<br />

right information, and quickly. At the<br />

same time, data protection laws in the UK<br />

and EU protect the sensitive data included<br />

in electronic health records (EHR).<br />

A wide array of devices is used to<br />

collect and transmit patient data -<br />

including computers, mobile devices, IV<br />

pumps and X-ray machines. Today, all of<br />

these are connected to the internet, the<br />

hospital network and other medical<br />

technologies, even though many of<br />

them have few, or no, security protocols<br />

in place. The situation is made even<br />

more complex by the public nature of<br />

hospital environments. Many connected<br />

devices containing sensitive data are left<br />

unattended, leaving the entire network<br />

exposed. The result is an increase in<br />

cyber and data security threats.<br />

ADDED THREAT OF COVID-19<br />

Today there's the added challenge<br />

brought on by the COVID-19 global<br />

pandemic. Many healthcare workers<br />

aren't working in their normal<br />

environments, they're helping in other<br />

departments, hospitals, and even popup<br />

field hospitals. With all the displaced<br />

healthcare workers, their normal print<br />

and capture workflows are left behind<br />

with their devices - and the security of<br />

the patient data contained in<br />

documents printed or scanned<br />

elsewhere may be at risk.<br />

Hospitals have too much at risk to<br />

leave endpoints unprotected. Exposed<br />

medical data can cost healthcare<br />

companies millions of pounds in fines<br />

and civil action, not to mention the<br />

ensuing reputational damage.<br />

Healthcare organisations can overcome<br />

this problem by creating a print security<br />

framework including devices with<br />

security built-in and content-aware print<br />

and capture technology. The unified<br />

printing, scanning and automated<br />

workflows provided by such technology<br />

will help healthcare organisations to<br />

manage, secure and govern sensitive<br />

documents. Workflows and process<br />

automation will ensure that the right<br />

information gets to the correct people -<br />

and automatic audit trails will generate<br />

credible reports to demonstrate<br />

compliance.<br />

The systematic approach delivered by<br />

such technology will enable healthcare<br />

organisations to plug the security holes<br />

in printing and imaging devices.<br />

More info: www.kofax.com<br />

28<br />

@<strong>DM</strong>MagAndAwards<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

www.document-manager.com


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Dm CASE STUDY: BACARDI<br />

Getting into the spirit of digital preservation<br />

158-year-old Bacardi selects Preservica to protect its 'digital legacy' for future generations<br />

Digital preservation specialist<br />

Preservica has been selected by<br />

Bacardi, the world's largest<br />

privately held spirits company, to help<br />

safeguard the company legacy of more<br />

than 150 years and ensure it is available<br />

for future generations.<br />

Bacardi Limited produces and markets<br />

internationally recognised spirits and<br />

wines. The Bacardi brand portfolio<br />

comprises more than 200 brands and<br />

labels, including Bacardi rum of course,<br />

but also Grey Goose vodka, Dewar's<br />

whisky, Bombay Sapphire gin, Martini<br />

and many other leading and emerging<br />

brands. Founded more than 158 years<br />

ago in Santiago de Cuba, family-owned<br />

Bacardi Limited currently employs more<br />

than 7,000, operates production<br />

facilities in 11 countries, and sells its<br />

brands in more than 170 countries.<br />

Bacardi is to use the Preservica<br />

platform to preserve digital assets and<br />

corporate records, including advertising<br />

campaigns, major business strategies as<br />

well as digitised historical collections.<br />

The digital preservation initiative aligns<br />

with Bacardi efforts to continuously<br />

modernise ways of working and<br />

leverage technology while protecting<br />

its heritage.<br />

COVID-19 CHALLENGES<br />

A growing inventory of digital materials<br />

from the past 20 years prompted<br />

Bacardi to find a preservation platform<br />

to future-proof and protect unique<br />

digital assets. Also of importance was<br />

30 @<strong>DM</strong>MagAndAwards <strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong> www.document-manager.com


CASE STUDY: BACARDI Dm<br />

"A GROWING INVENTORY OF DIGITAL MATERIALS FROM THE PAST 20 YEARS PROMPTED BACARDI TO FIND A<br />

PRESERVATION PLATFORM TO FUTURE-PROOF AND PROTECT UNIQUE DIGITAL ASSETS. ALSO OF IMPORTANCE<br />

WAS TO FIND AN ONLINE TOOL THAT ALLOWED SECURE ACCESS FOR TEAMS ACROSS THE COMPANY TO EASILY<br />

AND SAFELY CONTRIBUTE CRITICAL RECORDS. THE BENEFIT OF A MOVE TO DIGITAL WAS EVEN MORE PREVALENT<br />

DURING LOCKDOWNS CAUSED BY COVID-19. AS BACARDI OFFICES, INCLUDING THE FOUR ARCHIVES SITES<br />

ACROSS THE GLOBE, CLOSED THEIR DOORS FOR SAFETY REASONS, THE BACARDI ARCHIVES TEAM RELIED ON<br />

DIGITAL ACCESS TO KEEP UP WITH REQUESTS FOR STORIES, IMAGES AND OTHER CONTENT USED REGULARLY BY<br />

BRAND AND BUSINESS TEAMS."<br />

to find an online tool that allowed<br />

secure access for teams across the<br />

company to easily and safely<br />

contribute critical records.<br />

The benefit of a move to digital was<br />

even more prevalent during lockdowns<br />

caused by COVID-19. As Bacardi<br />

offices, including the four archives sites<br />

across the globe, closed their doors for<br />

safety reasons, the Bacardi Archives<br />

team relied on digital access to keep<br />

up with requests for stories, images<br />

and other content used regularly by<br />

brand and business teams.<br />

As a family-owned company for seven<br />

generations, Bacardi takes great pride<br />

in protecting its unique stories and<br />

moments in time that have propelled,<br />

and tested, the company's ability to<br />

persevere and succeed. Moments like<br />

<strong>2020</strong>, a year filled with unexpected<br />

change, where Bacardi quickly adapted<br />

to protect its people and its business.<br />

The company's response to COVID-19,<br />

including support for the community,<br />

how it adapted workplaces for a new<br />

better, and pivots of business strategies<br />

such as moves to e-commerce and<br />

virtual formats, will be documented in<br />

the new Preservica platform.<br />

Similar to Prohibition, its role in<br />

cocktail culture, and even forced exile<br />

from the original homeland of Bacardi,<br />

<strong>2020</strong> will be a moment in time that<br />

future generations will research and be<br />

inspired by.<br />

"Heritage is at the heart of our<br />

company culture, our brands, and our<br />

products at Bacardi. Every item in our<br />

collections tells a unique story and<br />

brings to life the heritage of a brand,<br />

the spirits industry, and even cultural<br />

moments in time," says Jacqui<br />

Seargeant, Global Heritage Manager at<br />

Bacardi. "With Preservica, we are<br />

digitally transforming the way we<br />

preserve stories, in real time, to inspire<br />

future generations and to protect the<br />

legacy of our brands and company."<br />

The agreement with Preservica will<br />

extend across all company archives;<br />

more than 60,000 physical items are<br />

preserved across the combined archives<br />

with new items, in particular digital<br />

ones, added every year.<br />

Unlike simply storing assets in the<br />

cloud or using a traditional DAM<br />

system, Preservica's active preservation<br />

platform ensures digital content is<br />

securely stored and automatically<br />

transformed into formats that can be<br />

read and used without needing the<br />

original application.<br />

Preservica is changing the way<br />

organisations around the world protect<br />

and future-proof critical long-term<br />

digital information. Available in the<br />

cloud (SaaS) or on premise, the awardwinning<br />

software has been designed<br />

from the ground-up to tackle the<br />

unique challenges of ensuring that<br />

digital information remains accessible<br />

and trustworthy over decades.<br />

Mike Quinn, CEO of Preservica added,<br />

"We're delighted to welcome Bacardi to<br />

the Preservica family as we work to<br />

safeguard its rich and diverse brand<br />

heritage and corporate records. They<br />

join a growing number of major global<br />

corporations using Preservica to<br />

leverage their unique heritage, brand<br />

and business asset for strategic<br />

advantage."<br />

More info: www.preservica.com<br />

www.document-manager.com<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

@<strong>DM</strong>MagAndAwards<br />

31


Dm OPINION: PAPERLESS WORKING<br />

Is COVID-19 the final nail in the<br />

coffin for paper?<br />

Paul Walker, EMEA Technical Director, iManage,<br />

examines how the pandemic has spawned new<br />

processes and ways of working, and made a digital<br />

work environment "business as usual"<br />

Atop law firm recently mentioned in<br />

conversation that they had 93%<br />

fewer requests from lawyers to<br />

retrieve paper documents from their<br />

storage locations during the lockdown<br />

period compared to pre-lockdown. Given<br />

how well ensconced paper processes are<br />

in professional services firms, one<br />

assumes that this organisation's lawyers<br />

have found an alternative means to<br />

conducting their day-to-day tasks and<br />

client work, enabled by technology.<br />

This got me thinking - while paper<br />

usage has been on a steady decline for<br />

the last decade, could COVID-19 deliver<br />

the final push to make the paperless<br />

office a reality? After all, typically, adverse<br />

situations prompt new and innovative<br />

ways of working, set into motion new<br />

working practices, and serve as a good<br />

impetus for innovation.<br />

The push towards "less paper" has been<br />

a goal for many organisations, but prior<br />

to this pandemic, there has been a<br />

resistance to change, especially in the<br />

legal sector. Perhaps the biggest reason is<br />

that paper is so ingrained in the working<br />

practices of professional services firms -<br />

and so is self-perpetuating.<br />

There are geographic and regulatory<br />

challenges to moving away from paper<br />

too. A full digital approach doesn't yet<br />

apply uniformly across the globe -<br />

individual countries have their own rules<br />

and business requirements. At the same<br />

time, there are varying business<br />

requirements between industries - for<br />

example, the processes pertaining to<br />

'Know Your Customer' in financial services<br />

are different to those in the property and<br />

real estate sectors.<br />

There is however a paradox - while<br />

some of the paper-based processes (e.g.<br />

wet signatures) demanded by regulators<br />

are designed to protect people and<br />

transactions, the corresponding digital<br />

processes (e.g. e-signatures) have those<br />

protections built-in, are evidencable and<br />

auditable, and more resilient than the<br />

physical equivalent.<br />

Today document management, as a<br />

business function and technology, is<br />

sufficiently advanced to facilitate an<br />

efficient and secure paperless operation.<br />

Cloud technology further enables secure<br />

access from anywhere, at any time, from<br />

any device to a document management<br />

system. Further enhanced with AI, these<br />

platforms offer an even greater depth of<br />

enterprise-level search and knowledge<br />

management capabilities.<br />

Professional services firms are already<br />

using this combination of technologies<br />

for (historically) highly paper-intensive<br />

functions such as contract management,<br />

and to automate governance over<br />

transactions and deal documents, end-toend<br />

- from creation through to closing.<br />

Consider the closing of a transaction.<br />

From a legal standpoint, the<br />

management of paper (for, say, a merger)<br />

across potentially hundreds of parties and<br />

with changes in documents taking place<br />

in real-time, is a complex and logistical<br />

headache, and a high risk activity due to<br />

human error. Technology applications<br />

automate this workflow and ensure<br />

consistency and efficiency, reducing risk<br />

and cost. Going paperless is supremely<br />

possible. Companies such as Uber and<br />

Deliveroo have already shown that<br />

traditional enterprises can be reengineered<br />

to go fully digital.<br />

The reality is that the pandemic has<br />

provided an impetus to a 'paperless'<br />

direction of travel for enterprise. It has<br />

spawned new processes and ways of<br />

working, and due to a dispersed<br />

workforce, made a digital work<br />

environment "business as usual."<br />

Is COVID-19 the final nail in the coffin<br />

for paper? Possibly, and time will tell -<br />

but it has demonstrated that going<br />

paperless isn't as far-fetched an idea as<br />

people believed it to be. A digital<br />

approach is most definitely the future -<br />

regardless of the stage of digital<br />

transformation that individual enterprises<br />

are at, sophisticated and mature<br />

technology is at their disposal to take<br />

their efforts to the next level.<br />

More info: www.imanage.com<br />

32<br />

@<strong>DM</strong>MagAndAwards<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

www.document-manager.com


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Dm ANALYSIS: PRINT SECURITY<br />

Businesses urged to 'remember<br />

good print practice'<br />

Remote workers still need to be mindful of print costs and<br />

security issues when working and printing from home, says<br />

print management software specialist PaperCut,<br />

suggesting four steps that businesses can take to keep<br />

remote print secure and print volumes down<br />

In light of the UK Government's<br />

recent announcement that staff<br />

should work from home again if<br />

they can, PaperCut is urging businesses<br />

to consider the cost and security<br />

implications of unmanaged remote<br />

print. In March this year businesses<br />

armed their staff with the tools they<br />

need to work from home, providing<br />

them with secure access to essential<br />

work-related online resources and<br />

services to ensure business continuity<br />

during lockdown.<br />

One area that's easily overlooked is<br />

how to mirror the good print behaviour<br />

exhibited in the workplace - designed<br />

to ensure document security and<br />

reduce print volumes and print costs -<br />

in remote locations.<br />

With staff encouraged to work from<br />

home once more, PaperCut is advising<br />

businesses that unmanaged print -<br />

onsite or offsite - is a hidden but<br />

considerable cost, as well as a potential<br />

security risk.<br />

There are many benefits to<br />

monitoring remote print and<br />

encouraging different print behaviour.<br />

The first is cost. At a time when some<br />

businesses have experienced a decline<br />

in growth during the last quarter, the<br />

cost of home printing is sobering;<br />

within the industry, it is estimated that<br />

printing to a desktop device can cost<br />

up to five times more compared to an<br />

office-based A3 multifunction device,<br />

increasing the risk of print costs<br />

escalating exponentially.<br />

The second consideration is security.<br />

Many businesses have deployed<br />

intelligent print management solutions<br />

that can be combined with robust<br />

policies designed to reduce documentbased<br />

data leaks. Even amid the<br />

pandemic, the expectations of GDPR<br />

haven't gone away; now, more than<br />

ever, companies need to keep a<br />

watchful eye on what is being printed,<br />

where it is being printed and whether<br />

those prints are secure.<br />

PaperCut is advising that<br />

organisations follow these steps to<br />

keep remote print secure and print<br />

volumes down:<br />

Review your IT print policies - do<br />

you need to introduce new policies<br />

when it comes to printing to<br />

protect confidential documents<br />

while users are working remotely?<br />

Kick off some refreshed employee<br />

training on the importance of GDPR<br />

compliance in this new environment<br />

and the importance of minimising<br />

waste to keep costs under control<br />

Look for a cloud-based solution like<br />

PaperCut Views to track home<br />

printing<br />

Add a secure flexible printing<br />

solution like PaperCut Mobility<br />

Print, for employees who need to<br />

print securely over the internet and<br />

release their print jobs when they<br />

arrive at the office<br />

Commenting on the issue, Steve<br />

Holmes (pictured), EMEA Regional<br />

Director at PaperCut, stated: "The new<br />

normal means that returning to our<br />

place of work will often be punctuated<br />

by periods of having to work from<br />

home again. While many businesses<br />

have done a terrific job of helping their<br />

staff work from home effectively, our<br />

concern is that the sort of print<br />

processes and print discipline displayed<br />

in the workplace may fall through the<br />

cracks when people work from home.<br />

This leaves companies vulnerable to<br />

security breaches as well as suddenly<br />

escalating costs as staff expense back<br />

their print costs.<br />

"We're advising companies to keep<br />

best print practice and intelligent print<br />

management solutions on the agenda<br />

even when their staff are working<br />

remotely. That way, they will enjoy<br />

better ways to keep their data secure,<br />

reduce their print costs and waste, and<br />

find more flexible and touch-free ways<br />

to operate in a post-pandemic world."<br />

More info: www.papercut.com<br />

34<br />

@<strong>DM</strong>MagAndAwards<br />

<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />

www.document-manager.com


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