2021 Budgeting for Enterprise Content & Intelligent Automation

It’s nearly the end of the year, and for most of you that means budgeting and project planning for your business applications and systems. Before you start allocating funds or reserving resources, let us help with a few recommendations on where you can get the most out of your budget.

In this webinar, Senior Account Executives Jim Fall and Patrick Wise will review product specific end-of-life dates for Kofax, OnBase, and Perceptive, and share our perspective on trends and emerging technologies – and how they can fit into your enterprise technology stack.

Find the transcript of this webinar and all our previously recorded webinars online at www.rpic.com/knowledgebase.

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Transcript

Jim Fall:
Well, welcome everyone. This is Jim Fall with RPI Consultants, and we have also Patrick Wise, Patrick you want to say hello?

Patrick Wise:
Hello.

Jim Fall:
Welcome everyone. Hard to believe, here we are, the end of the year. It’s been quite a year, hasn’t it? I started the year, January the first in New York City and had no idea that it was going to be this kind of the year. So, let’s finish out the year and get ready for next year. So, what we want to talk about today is planning for next year, and planning for 2022 as well. So, as you look at your business processes, you look at your business initiatives, look at your technology infrastructure, your goals, objectives; how do we help you bring all that together and plan for the next couple of years? So today we’re going to be talking about that. What are the different things to take into consideration? What do you have today? And where do you want to go?

So, hopefully we generate some thoughts, some ideas that we can build upon and go forward from here. But with that, let’s give a little background on who’s here today. So, I’m Jim Fall. And with RPI, go three plus years, but many years of experience in enterprise content management, document management, capture. I go back before the days where it was not even called document management, but worked with a lot of different databases, very active in healthcare industry, currently president of the Indiana Chapter of hymns with a focus on a variety of industries. I’m a winter person. I’m sure there’s going to be a lot of groans out there. And when I say that, but I’m looking forward to getting my skis out.

Patrick Wise:
Okay. I am Patrick Wise, and I have over 15 years’ experience working with enterprise content and document management, automation and data capture solutions. Having focused in healthcare, manufacturing and finance, but have worked across a wide variety of vertical segments. I love all things combat sports, Jiu Jitsu, kickboxing, wrestling in May. Both my son and I compete in Jiu Jitsu, and we’re really looking forward to things getting back to normal with regards to that sport though.

Jim Fall:
So, Patrick, why don’t you tell us what we’re going to talk about today?

Patrick Wise:
Absolutely. So today on our agenda is; the first little bit, we’re going to talk a little bit about products, end-of-life cycles, roadmaps rather, enterprise software and technology strategies. We’ll go over a few key focus areas. Of course, some stuff about RPI, working with a trusted partner like RPI Consultants. We have a section at the end for some questions, maybe discussion and summary notes around that. Appreciate you joining us today.

Jim Fall:
And this webinar will be recorded and posted on our website. So, you don’t have to take notes and all the content will be available to you. So, there’s a lot of information here, so hop onboard.

So, let’s talk about product roadmaps and delight strategies, dates. You’re dealing with a lot of technology in your enterprise. So, this has been a crazy year. Some of the end-of-support dates may have slipped by you on some of the products, some of the end-of-support dates, you may not be aware of coming up in 2021. So, I’m going to try and give you a little bit of a roadmap on what’s happening with some of the maj