Transcript I.R.I.S. & Cetrel Enterprise Content Management SaaS

ELISA – ECM in SaaS mode
I.R.I.S. & Cetrel
Agenda
I. Challenges of ECM today
The information & volume challenge – our SaaS approach
I.R.I.S. & Cetrel: a strategic partnership
II. ELISA, a Modular Service Offering
E-Folder, E-Archive and E-Collaboration
III. Get a taste of ELISA
Volume…Cost…Productivity…
Challenges of ECM today
The Volume Challenge
“We spent in 2009
€ 200’000 on paper,
and € 400’000 on physical Storage”
Testimonial from a major Luxembourg Fund Administrator
Some Numbers…
 Companies spend $20 to file a document, $120 to find a misfiled
document, and $220 to reproduce a lost document.
 7.5% of all documents get lost; 3% of the remainder get misfiled.
 Professionals spend 5 to 15% of their time reading information,
but up to 50% looking for it.
 A document is copied in average 19 times.
 There are over 4 trillion paper documents in use in the U.S. alone,
growing at a rate of 22% per year.
The Information Challenge
VOLUME
• A constantly increasing volume of information from
various media and channels to be received, processed
and archived.
• Increasing regulatory pressure and risk management
require making documents and workflows available
upon request.
COMPLIANCE
COST
• Cost and productivity management forces companies
to focus on core business and outsource important but
not added-value tasks to service providers.
Our Proposal
ELISA is dedicated ECM SaaS solution for companies willing
to improve their Information Management while staying
financially and operationally focused on their core business.
A strategic partnership…
Company Introduction I.R.I.S.
Company Introduction CETREL
CETREL S.A. was founded in 1985 and is a Luxembourg Based
company owned in equal shares by a Luxembourgish bank
consortium and the Swiss SIX Group.
CETREL acts as Business Process Outsourcing partner:
 The national interbank direct debit clearing “DOM”
 The secure messaging for regulatory reporting
”SOFiE”
 The multi-bank payment tool “MultiLine”
 The service application for Financial Reference Data
 The certification authority “LuxTrust”
PSF Status: Regulated Outsourcing
I.R.I.S. and CETREL are
Professional of the Financial Sector (PSF)
Authorization for outsourcing
Controlled by the Luxembourg Financial Markets Authority
(CSSF)
Enforces a secure and confidential processing of outsourced
services
I.R.I.S. & CETREL partnership
CETREL
 Operator for the payment
& card industry
 Confidentiality of
information
 State of the art IT
infrastructure
 Sophisticated support and
help desk services
 Enforceable SLAs
I.R.I.S.
 Key player in the field of
ECM and IDR in different
industry sectors
 Combination of Software
Editor and Integrator
competencies
 Strong local and
international presence for
consulting and delivering
technical support
ELISA
A Modular Service Offering
A modular offering
ELISA is a three-level solution, providing both the organization and the employee a
centralized, secured and collaborative approach of document management.
ELISA E-Folder
ELISA E-Archive
ELISA E-Collaboration
A modular offering
ELISA is a three-level solution, providing both the organization and the employee a
centralized, secured and collaborative approach of document management.
ELISA E-Folder
 Highly secured electronic repository for files
 Individual storage space
 Secure document exchange
Advantage
 Integration in existing business applications to
create innovative ways of interaction
A modular offering
ELISA is a three-level solution, providing both the organization and the employee a
centralized, secured and collaborative approach of document management.
ELISA E-Archive
 Create and manage an electronic archive
 Centralize documents from various sources such
as paper, email, office applications
 Search and retrieve documents on-line
Advantage
 Customized archive structure according to
business requirements
A modular offering
ELISA is a three-level solution, providing both the organization and the employee a
centralized, secured and collaborative approach of document management.
ELISA E-Collaboration
 Document Collaboration Platform, documents
can be modified, routed and securely shared
 Definition of workflows and tasks allocations
 Seamless integration with office and business
applications
Advantage
 Customized Collaboration Platform according to
business logic
A business-centered solution
ELISA includes advanced search capabilities and enhanced functionalities such
as the automatic reclassification of documents, annotations and workflow.
Autonomy
Classification
Integrated with
existing systems
Enhanced search
Centralization
Increase productivity
Reduce costs
Security
Confidentiality
Collaborative
Workflow
Innovative
ELISA Architecture
Standard SLA
 24/7 monitoring of infrastructure
 Application availability 24/24 7/7 99,1%
 Maximum downtime period of 24 hours at a stretch
 Dedicated helpdesk
 Regular review meetings
 Statistics and reporting
More than a technical solution
ELISA is based on 3 pillars: a powerful & robust technology, operational
excellence and a full range of professional services.
• Highly secured IT systems
• Management of access
rights and user profiles
• Confidentiality and
guaranteed retention of
information
• Access via Internet, VPN
or leased lines
• 24/7 Monitoring of
infrastructure
• Access to helpdesk
• Dedicated Account
Management
• Service Level Agreement
• Statistics and reporting
• Expert ECM consultant
• Customized Workflows
• Document scanning
services
• Automatic indexation
• Management of physical
archives
• Destruction of documents
State of the Art
Technology
Operational
Excellence
Professional
Services
Customer Success Story (1/2)
Customer Profile
Major Scandinavian Bank Customer Information
Department and its Insurance Company
Customer Pain
Time consuming creation and searching of
customer files, resource commitment for noncore activities and shortage of space
Solution: Scanning Workshop
and ELISA E-Archiving
Customer Success Story (2/2)
Scanning Workshop
 Scanner and Scanning software (I.R.I.S. Powerscan)
 Document classification and index extraction (IRISXtract for Documents)
 A scanning team to operate workshop
ELISA E-Archiving
 Single repository
 Access and views managed according to user profiles or user groups
 Dedicated Searches
 Leased Line
Next steps
 Roll out to other departments (Private Banking, Legal, etc.)
 Customer to establish “Center of Excellence” internationally Redistribution of Archiving Solution to other entities within the group
Conclusion
ELISA, in SaaS-mode, allows dematerialization of
documents, exchanges and processes faster than a
traditional in-house approach.
ELISA supports with a “pay-as-you-go philosophy”
transparent and predictable costs.
ELISA provides a one-stop-shop access to secure document
lifecycle management.
Get a taste of ELISA…
Contact
Thank you for your
attention !
I.R.I.S. Financial Services S.A.
I.R.I.S. (Luxembourg) S.A.
11, route des 3 cantons
Bâtiment Alto
L-8399 Windhof Luxembourg
www.irislink.com
Jonathan Lesieur
Esther Neff
ECM Account Manager
Key Account Manager
Tel: +352 39 03 26 439
Fax: +352 39 03 26 99
[email protected]
CETREL S.A.
a SIX Group Company
L-2956 Luxembourg
www.cetrel.lu
Tel: +352 3 55 66 225
Fax: +352 3 55 66 622
[email protected]