Phase 1: Discover

Actions:

• Identify key document types and categories for sampling
• Document analysis: How much data, where the data is, what the data is
• Artificial intelligence driven auto-classification of documents

Outcome:

• A full report on the Document Analysis to drive data management decisions
• Data is now classified

Phase 2: Clean and Move

Actions:

• Clean data based on report (deduplication, removal of ROT – redundant, obsolete and trivial data)
• Migrate and auto-tier documents into proper data repository based on business rules

Outcome:

• Documents are properly located and managed

Phase 3: Integrate

Actions:

• Seamless integration of existing user interface and processes into data repositories (ECM or cloud-based)
• Overlay of document management features on existing File Shares (versions, audit, perms)

Outcome:

• 100% adoption of the systems without any training or change to the way users work
• 100% capture of docs received or created
• Continuous de-duplication of documents – 1 version of the truth

Phase 4: Think

Actions:

• Continuous artificial intelligence driven auto-classification of documents

Outcome:

• Enables automated workflows and BPM on documents in real-time