Efm Events

Succeeding With Agile

sponsored by ITCND

ND STAGEnet – Impact & Mechanics

sponsored by Dakota Carrier Networks

What is xRM?:  Benefits of CRM Beyond Customary Uses

Tim Heilman
CIO
Choice Financial

In this session, Tim Heilman, CIO for Choice Financial, will explore how you can put the Microsoft Dynamics CRM platform to work for your organization in ways you might not have considered before. He’ll discuss how companies are rapidly implementing custom solutions built within the Dynamics CRM platform.  From very simple to quite complex, xRM solutions redefine how many organizations approach their IT strategy around build vs. buy decisions.

Choice Financial has utilized an ‘xRM’ solution to meet a very specific and vital need in its business.  Over the last year or two the concept of Loan Loss Reserve has become a vital one in the banking world.  Unfortunately, most small to medium sized banks take a very manual approach to reporting on this.  It can take some of these banks days each month to manually figure this out.  This process can lead to errors and poor decision making. 

Choice Financial identified this as a problem and worked to build a solution.  This process which previously took days now takes seconds to run and analyze.  Because of the ease of use, Choice Financial can now monitor this data more frequently and have greater confidence in what they are seeing.  This solution immediately paid for itself between the increased access to data and the saved time. 

Dan Bergem
Participant Services Manager
Discovery Benefits

As a customer service center for multiple lines of business, Discovery Benefits’ number one priority is to operate their business with no downtime. Dan will discuss how the implementation of a flexible network foundation and new technologies from Mitel and IBM allow them to take on new clients and support their growing business. Dan will talk about the recent completion of their off-campus disaster recovery center which allows them to secure their operations. He’ll also discuss how they use their redundant Mitel VoIP system, call center solutions, and interactive voice response system to attract and attain new customers.

Richard Medina
Principal Consultant
Doculabs

Effective management of content has become increasingly critical for organizations facing litigation, as they seek to manage potentially discoverable information.  Additionally, organizations face heightened oversight from both internal audit and external regulatory bodies.  The technology to manage content has become a key part of how an organization approaches its ability to capture, store, manage and produce information.

Today, an estimated 85 to 90 percent of the content created within an organization now exists electronically. Business operations are generating vast volumes of unstructured data – ranging from the content created in desktop applications to the web content and digital assets that are created and used in the course of business. Add to this the growing volume of digital communications – email, as well as the increasing use of instant messaging, PDAs, and voicemail – and it’s clear that today’s organization has many more sources of information to manage than the organization of even just five years ago. This presentation will share best practices and recommendations for how your organization can leverage investments in ECM to manage information for compliance, specifically:

• Where does Records Management fit into the discovery process for litigation, audit, and regulation?
• How does technology serve as the foundation for discovery initiatives?
• Why do we need a program to address discovery issues?
• What does it take to develop and implement a compliance program?
• What is the business case for these programs in the absence of large scale litigations