Joo Ricardo Serra (ie Joo Ricardo Bugalho Transmontano Serra, born in
1975, in Portugal, with a mechatronic BSC, and a computer science BSC as
well, with a German Erasmus) working on ECM/DMS industry more 15 years,
with different roles, projects and markets
This simple sheet of paper, try to resume what he do, when and how in
Government, bank, Health Care and Insurance, was well in was Team Lead,
Project Director or Country Manager, in Europe, Africa and LATAM regions
Actually he do:
Country Manager, in Portugal, of a company who have offices, in Spain,
Colombia, Argentina and Mexico. The roles are:
Business develop for Portugal 2011 - 2018
All Managing areas of the company (RRHH, Projects, Opportunitys,
Financial and Marketing)
Develop the data base opportunities, with the 1000th biggest
companys in Portugal (draw a company profiles, opportunities, proposals
improvements in different areas of business DMS & ECM)
In Spain (head of company, have seat in board council, with the
responsibilitys to improve Business strategies for the 1250 clients to the
Spanish Markets to improve and increase the business opportunitys)
In the company are Internal Auditor for ISO 9001, 14001 and 27001, and
a AIIM professional.
Participate in the project of ISO 30300, MoReq 2010 and the DML Forum
Write and Spoke C2 Portuguese, Spanish and English, A1 in Germany
and A2 in French
The company in Portugal are the 1 st, and the unique that have ISO
27001 certification.
BANK
Portugal And Spain 4 yeas 3th Largest Bank
Strategies to integrate the Archive (physical and Digital) archive from the
banks buyers (more than 5.000.000 container boxs, and 10 TB of
information) with different softwares: SAP DMS, Documentum Oracle UCM and
HervaBuena (Alfresco)
26Th Business Process (loan, credit, saving account, cash diary, etc)
(Portuguese Place) with implementing a BPO fabric, bring all country
documents in a single place in Portugal, to process It for own DMS system
connect with Altamira Software
Store more than 250.000 box with physical documents in a different type of
storage facilities: Normal, and a high protect place Faraday Vault
Full vision of a DMS / ECM / BPM physically and digital process. 350 offices in
the country. Bring the project from Mexico. The same Bank
Insurance
Spain 1 year
BPO, in-housing process with ECM project.
Portugal - 2 years
All no life insurance process, with Captiva and Documentum. Centralized
Nacional Process
Portugal 1 year
BPO Centralized process to digitalize the contracts. Integrate with SAP DMS.
Captiva scanning process
Health
Portugal 3 years
Microfilm all the documents, with a internal team
The procedure manual develop with hospital employees
DAM platform
For store CCTV files, and create a BPM alerts to a bank company
Offshoring leading
Project leader for a Project with Offshoring programming Teams (India and
Bangladesh)
Methodology used:
Mike 2.0
ECM Maturity Model
BMP Maturity Model
ISO 15489
ISO 22500
ISO 31000
BPM CBOK (not a certified professional)
PMBok (not a certified professional)