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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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 />
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• 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
Automated data capture<br />
with human-like intelligence<br />
With the help of uniquely built-in intelligence, Brainware by<br />
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 />
accuracy<br />
Connects with<br />
existing systems<br />
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 />
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<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />
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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 />
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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 />
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Total Distribution
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 />
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<strong>Nov</strong>ember/<strong>Dec</strong>ember <strong>2020</strong><br />
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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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