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ECM for Dummy 2021.pptx

26 Mar 2023
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ECM for Dummy 2021.pptx

  1. Ginkgo Soft Co., Ltd. ENTERPRISE CONTENT MANAGEMENT (ECM) OVERVIEW By Chusak Hanucharoenkul
  2. •ECM Overview •ECM Feature •Key benefit of ECM •ECM Implementation best practice Agenda
  3. Who We Are ? GinkgoSoft Company Limited has been established as an enterprise content management solution company in Thailand. Our traditional business model is based on the accomplishment of content management in the banking and insurance market. Ginkgo Soft helps organizations to assess how to maximize their performance and works with them to achieve their vision. We are a big team of PROFESSIONALS! Education/ Library Finance/Securities/Banking/Brokerage/Insurance/Leasing Health/ Medical care More than success
  4. 4
  5. Full e-tax invoice/e- receipt solution to send Revenue Department GetInvoice e-tax invoice solution Securely send and sign documents for all-purpose. zDox Zero DOcument eXchange https://www.zdox.net https://www.getinvoice.net Our Products
  6. OUR Focus Solution We would like to be the best e-tax invoice in Thailand. The solution for manage and control your document flow entire life cycle. e-Correspondence uses software robots and intelligent business rules to mimic specific actions employees take while performing tasks in various applications. Robotic Process Automation Ginkgo Soft’s aims is to provide the best IT knowledge and quality services to our customers and partner. We continually strive to redefine what’s possible. To do this, we need the right people with the right skills. We need the latest research. And we need to understand our customers better than anyone else. GetInvoice solution developed to support the Thailand 4.0 government policy to transform Thailand business to the paperless and Cashless society e-Tax Invoice Accounts payable is in a key position to provide accurate forecasts of corporate cash requirements. AP Automation
  7. We are strong partner and be number 1 KTA implementor in Thailand ISO/IED 29110 for Software/Project Development Process Ginkgosoft o 30+ Application Developer o ISO/IEC 29110 Certified o ISO/IEC 27001 Certified o KOFAX KTA/KAPOW Certified
  8. We are strong partner and be number 1 KTA implementor in Thailand
  9. OUR Focus Solution We would like to be the best e-tax invoice in Thailand. The solution for manage and control your document flow entire life cycle. e-Correspondence uses software robots and intelligent business rules to mimic specific actions employees take while performing tasks in various applications. Robotic Process Automation Ginkgo Soft’s aims is to provide the best IT knowledge and quality services to our customers and partner. We continually strive to redefine what’s possible. To do this, we need the right people with the right skills. We need the latest research. And we need to understand our customers better than anyone else. GetInvoice คือโซลูชั่นสำหรับกำร จัดทำ ส่งมอบ และเก็บรักษำ ใบกำกับภำษีอิเล็กทรอนิกส์และใบ รับอิเล็กทรอนิกส์ตำมระเบียบ สรรพำกร e-Tax Invoice Accounts payable is in a key position to provide accurate forecasts of corporate cash requirements. AP Automation
  10. 2018 2019 Our e-tax customer 2020
  11. 20+ Years Experience in Enterprise Content Management o Education/ Library o Finance/Securities o Banking/Brokerage o Insurance/Leasing o Health/ Medical care Our Lovely customer
  12. Enterprise software
  13. POLL QUESTION #1 คุณมีความเข้าใจเรื่อง ECM ขนาดไหน ? 1) ไม่เข ้ำใจเลย 2) เข ้ำใจบ ้ำงเล็กน้อย 3) เข ้ำใจปำนกลำง 4) เข ้ำใจดี 5) เข ้ำใจดีมำก http://etc.ch/wT88 https://directpoll.com/r?XDbzPBdEt8j1rJEOmkWpu06noN3iEPxTGiMZyeyf
  14. SAVE PAPER SAVE TREE กระดาษขนาด A4 จานวน 3000 แผ่น ต้นยูคาลิปตัส น้าหนัก 50 กิโลกรัม 1 ต้น =
  15. SAVE PAPER SAVE ENERGY กระดาษขนาด A4 จานวน 12,000 แผ่น = เหลือไฟฟ ้ าใช้ในบ้าน 1 หลังได้นาน 1
  16. SAVE PAPER SAVE ENVIRONMENT กระดาษขนาด A4 จานวน 3,000 แผ่น = สร้างมลพิษทางอากาศ 1 ปอนด์
  17. COST OF PAPERWORK 7 THB/Page = + + +
  18. COST OF PAPERWORK 27 THB/Trx = +
  19. COST OF PAPERWORK 40 THB/Trx = + ? ? https://www.basware.com/en-us/calculators/e-invoicing-benefits-calculator
  20. MORE SECURE ?
  21. HOW ABOUT YOUR BCP FOR YOU DOCUMENT ?
  22. TIME TO THINK ABOUT PAPERLESS ?
  23. Unstructured Structured Contracts Claims HR Records Rich Media Instant Messages Manuals Patient Questionnaires Web Pages Medical Records Images Consultation Reports Consent Forms E-mail and Attachments PACS Images Papers Forms PDFs Legal Contracts Invoices Physician Referrals Incident Reports Laboratory Reports Records Documents Audio and Video Amount of information is growing every year Includes structured, semi-structured, and unstructured data Over 80% of enterprise information is unstructured* WHAT IS CONTENT ?
  24. ECM BIG PICTURE
  25. Public Sector Healthcare Insurance Financial Services Horizontal - Grants Management - Tax Processing - Unemployment - Case Management - Virtual patient records - Claims processing - Member enrollment - Revenue cycle- management - Claims management - Underwriting - New account opening - Policy management - Loans operations - New account opening - Dispute resolution - Strong Room Management - etc. - Account payable automation - Contracts management - Employee on-boarding - Issue tracking - etc. ECM COMPOSITE APPLICATION EXAMPLE
  26. COMPLETE ECM PLATFORM ECM platform's core components: Document Management Permissions, Groups & Roles Social Collaboration Web Content Management Mobile ready Integration, APIs, Web Services & SOA Workflow/BPM Record Management Image Processing
  27. CAPTURING AND IMAGE PROCESSING
  28. WHAT IS DATA CAPTURE ? ▪ Manual data entry is troublesome. ▪ Delays ▪ Great number of operator typos ▪ High labor costs ▪ Equipment expenditures ▪ Rental charges ▪ Document burden ▪ Routline work ▪ etc. The speed of a business equals the speed of data processing..
  29. WHAT DOCUMENTS DO YOU NEED TO PROCESS ?
  30. PROCESSING STAGES Exactly the same processing procedure, independent of format or input-channel. Input Recognition & Classification Validation/ Verification Export
  31. IMAGE PROCESSING Original file size: 400 Kb Coffee cup stain removed Logo legible Highlighted text readable Faint text enhanced After VRS  : 30 Kb Background color suppressed Image rotated to correct orientation Without VRS 
  32. Document Capturing DEMO
  33. DOCUMENT MANAGEMENT
  34. ▪ Advantages to managing documents in an ECM system versus a file system: File System  Can't be certain that a document is the latest version  Limited permission settings for individual documents  Search for documents based on a limited set of properties  Different formats maintained as separate files  Workflow and routing not available ECM Platform  Always access most up to date version of a document  Restrict who can read, edit, or delete a document  Search for documents based on descriptive information  Seamlessly maintain different formats of same document  Route documents for review and approval ECM VS File System
  35. VERSIONING Versioning allow content to be tract by its history
  36. Security ▪ Users and Roles ▪ User and Groups ▪ Access Control Lists (ACL)
  37. Document Management DEMO
  38. SOCIAL COLLABORATION
  39. My Activities ▪ My Activity is dashlet that lets you easily follow what is going on in the site you belong to ▪ The information displayed here includes changes in both library content (item added , edited and deleted) and site membership (user joining and leaving sites) ▪ Activity are also recorded when members like and comment on library items
  40. Social Collaboration
  41. WEB CONTENT MANAGEMENT
  42. Site ▪ Site is a project area where you can share content and collaborate with other site members ▪ Each site has a visibility setting as public or private
  43. Site Dashboard ▪ The Site dashboard is an interactive user interface that contains information specific to current site ▪ Like your personal dashboard, site information is organized and displayed in dashlets
  44. Wiki ▪ The wiki lets site users create pages for a collaborative wiki. ▪ When you enter the wiki the page view displays the wiki main page. Click Wiki Page List to display the wiki list.
  45. Calendar ▪ The site calendar lets you schedule and track events related to the current site. ▪ Site members can create events that appear on the calendar for all site users to see. These events also display in the Site Calendar dashlet. You can view the calendar by day, week, or month. The Agenda view displays upcoming events.
  46. Outlook Add-Ons ▪ Best User Experience ▪ Email document in Alfresco in MS Outlook ▪ Manage Content in Alfresco from MS Outlook ▪ Email Archiving
  47. Outlook Add-Ons
  48. Electronic Signature
  49. LEGAL CONSIDERATIONS FOR ELECTRONIC DOCUMENT
  50. ประเทศได้อะไรจากการเป็ นรัฐบาลดิจิตอล
  51. ประชาชนได้อะไรจากการเป็ นรัฐบาล ดิจิตอล Thailand • ได ้บริกำรดิจิทัลภำครัฐที่ดีขึ้น • ได ้รับบริกำรแบบ One Stop Service • ไม่ต ้องใช ้สำเนำเอกสำรรำชกำรในกำรติดต่อภำครัฐ • ได ้เข ้ำถึงและใช ้ประโยชน์จำกข ้อมูลเปิดภำครัฐแบบ ดิจิตอล • ได ้ใช ้Digital ID สำหรับกำรใช ้บริกำรดิจิทัลภำครัฐ • ได ้ใช ้e-Payment ในกำรจ่ำยค่ำบริกำร • ค่ำธรรมเนียมในกำรใช ้บริกำรภำครัฐผ่ำนระบบดิจิทัลจะ ลดลงในอนำคต
  52. Legal obstacles in electronic transactions • ข ้อกำหนดเกี่ยวกับกำรทำเป็น “หนังสือ” หรือกำรมี “หลักฐำนเป็นหนังสือ” • ข ้อกำหนดเกี่ยวกับลำยมือชื่อ • ข ้อกำหนดเกี่ยวกับเอกสำรต ้นฉบับ • ข ้อกำหนดเกี่ยวกับกำรนำสืบพยำนหลักฐำน อุปสรรคทางกฏหมายในการทาธุรกรรมทางอิเล็กทรอนิกส์
  53. Related Laws Thailand
  54. Related Laws Thailand
  55. Related Laws Thailand
  56. Related Laws Thailand
  57. Related Laws Thailand
  58. Digital Signature : How it work ? Sender Document Has Function Message Digest Encryption Digital Signature Digital Signature Receiver Document Has Function Message Digest Decryption Digital Signature เปรียบเทียบ ถ้าข้อมูล เหมือนกัน ไม่ถูก เปลี่ยนแปลง ถ้าข้อมูล ต่างกัน ถูกเปลี่ยนแปลง Message Digest Private Key Public Key
  59. Digital Signature VS Electronic signature
  60. Digital Signature VS Electronic signature
  61. Digital Signature VS Electronic signature
  62. Electronic Signature and Digital Signature DEMO
  63. RECORD MANAGEMENT
  64. LEGAL CONSIDERATION S FOR RECORDS MANAGEMENT Legislation and Amendments Outcome and/or Intended Solution Patriot Act, 2001 (In response to the terrorist attacks on September 11, 2001) • Allows investigators to use the tools already available to investigate possible terrorist activities • Facilitates information sharing and cooperation among government agencies • Updates the law to reflect new technologies and new threats Sarbanes-Oxley (SOX) Act, 2002 Passed in response to a number of major corporate and accounting scandals, this law • Enhances standards for all U.S. public company boards, management, and public accounting firms • Strengthens corporate governance Record Management : History
  65. Record Management : Standard  DoD 5015.2-STD, was implemented in June 2002.  ISO 15489-1:2001, is a standard for records management policies and procedures.  HIPAA  21 CFR Part 11  “MoReq” published by European Commission, not formal standard
  66. THE IMPORTANT OF RECORDS  Growing awareness of importance of records management  Failures of governance  Increasing government requirements for retention and disposition The Important of Records
  67. MOBILE READY
  68. ECM on Mobile ▪ A free mobile document management app for iOS and Android tablets and smartphones, Alfresco Mobile enables you to view all the content stored in your Alfresco on-premise or Alfresco in the cloud accounts.
  69. INTEGRATION
  70. Virtual File System ▪ Virtual File System interfaces provide CIFS (Common Internet File System), NFS (Network File System), WebDav (Web-based Distributed Authoring and Versioning) and FTP (File Transfer Protocol) access to your content repositories as easy to use as a shared drive
  71. IMPLEMENTATION
  72. ECM IMPLEMENTATION BEST PRACTICE Department- Specific Configuration Enterprise Standard Configuration Workflow Security Life Cycle Templates Taxonomy Metadata Compliance Document Management Contract Management Expense Process Document Warehouse (Future) (Future) (Future) Enterprise Functionality
  73. BEST PRACTICE
  74. • Content reuse • Content integrity • Find the right content • Optimize business process • Reduce corporate risk • Reduce cost • Reduce time • Improve employee/Customer satisfaction KEY BENEFIT OF ECM
  75. Save paper. Save Trees. Save the World. Think before you “PRINT”
  76. POLL QUESTION #2 คุณมีความเข้าใจเรื่อง ECM ขนาดไหน ? 1) ไม่เข ้ำใจเลย 2) เข ้ำใจบ ้ำงเล็กน้อย 3) เข ้ำใจปำนกลำง 4) เข ้ำใจดี 5) เข ้ำใจดีมำก http://etc.ch/wT88 https://directpoll.com/r?XDbzPBdEt8j1rJEOmkWpu06noN3iEPxTGiMZyeyf
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