TRANSFORM THE ENTIRE JOURNEY OF CUSTOMER INTERACTIONS

Transcription

1 TRANSFORM THE ENTIRE JOURNEY OF CUSTOMER INTERACTIONS RAUL GABRIEL SENIOR PRODUCT MARKETING MANAGER 1

2 Paper is everywhere 2

3 How does it effect process? HOW DOES IT EFFECT PROCESS? 3

4 Traditional Document Capture TRADITIONAL DOCUMENT CAPTURE Copyright EMC Corporation. EMC Corporation. All rights reserved. All rights reserved. 4 4

5 How do we make this better? HOW DO WE MAKE THIS BETTER? Copyright EMC Corporation. EMC Corporation. All rights reserved. All rights reserved. 5 5

6 Better Capture BETTER CAPTURE CENTRALIZED CAPTURE MAILROOM DEDICATED SCANNING Copyright EMC Corporation. EMC Corporation. All rights reserved. All rights reserved. 6

7 Smarter Capture SMARTER CAPTURE Copyright EMC Corporation. EMC Corporation. All rights reserved. All rights reserved. 7

8 Automated Document Classification Copyright EMC Corporation. EMC Corporation. All rights reserved. All rights reserved. 8

9 Intelligent Data Extraction VERIFIED 9

10 Beyond Capture BEYOND CAPTURE Copyright EMC Corporation. EMC Corporation. All rights reserved. All rights reserved

11 Consider the Challenges CONSIDER THE CHALLENGES Copyright EMC Corporation. EMC Corporation. All rights reserved. All rights reserved

12 Capture PROBLEM: to Process Capturing the right information in order to facilitate connecting documents to a case or process. VALUE: Reduction in manual cost Faster and more efficient CAPTURE TO PROCESS 12

13 Process PROBLEM: to Decision Making effective decisions and improving business outcomes VALUE: Less reliance on human intervention; automate manual steps; avoid skipped steps Reduce costly bad decisions; easily delegate or hand-off work Effectively make and manage changes to your process PROCESS TO DECISION 13

14 Use Cases USE CASES Accounts Payable HR employee onboarding Employee performance reviews Contracts Management Service Procurement Customer Service & Warranty Claims PUBLIC SECTOR FINANCIAL SERVICES INSURANCE HEALTHCARE Benefits eligibility Social services (HHS) Courts case management Dispute resolution Mortgage lending Loan servicing Banking and wealth management account opening Property and casualty claims processing Insurance underwriting New account opening Medical/dental reimbursement New member enrollment Electronic patient records 14

15 Contracts Management 1 CONTRACTS MANAGEMENT Flexible pre-built workflow process Dashboard reporting and monitoring Effectively manage changes Configurable custom forms High volume processing 15 15

16 Contracts Management 2 CONTRACTS MANAGEMENT Document versioning Maintain a complete record Integration with CRM & ERP Systems Capture paper as digital content 16 16

17 Invoice Processing Complete Business Solution EMC Documentum xcp Solutions Capture Invoice Review System Updates Identify Type Validate AP System Image Enhance Data Extraction Exception Process Send for Approval AP System EMC Captiva Solutions Capture Process Approve Images & Data 17

18 Process-Centric Applications Document capture serves as an onramp to process-centric applications Document capture feeds into document output, and document management Import or embed awareness data relevant to the business activity Integrate BPM tools for executing steps involved in the activity EMC leads in most functional categories of current offering in recently published The Forrester Wave TM : Smart Process Applications, Q

19 Solutions Demo SOLUTIONS DEMO INTELLIGENT CAPTURE & BUSINESS PROCESSING IN ACTION 19

20 Capture, Process, Big Data CAPTURE, PROCESS, BIG DATA Tax filings Loan origination Customer onboarding 20

21 Customer On-Boarding Agent Insurance Application CLOUD CAPTURE ANALYSIS & AUTO-LEARNING INTELLIGENT DOCUMENT ROUTING BIG DATA ANALYSIS PERSONALIZED COMMUNICATIONS CAPTURE, PROCESS, BIG DATA Customer On-Boarding 21

22 Products in Action Agent Insurance Application CAPTIVA 7.0 DOCUMENTUM XCP 2.0 CLOUD CAPTURE ANALYSIS & AUTO-LEARNING INTELLIGENT DOCUMENT ROUTING BIG DATA ANALYSIS PERSONALIZED COMMUNICATIONS CAPTURE, PROCESS, BIG DATA Customer On-Boarding 22

23 Capture On-Ramp to Case Management CAPTURE ON-RAMP TO CASE MANAGEMENT CAPTIVA 7.0 DOCUMENTUM XCP

24 User IT Benefits Solutions that end users will love Better decisions and outcomes powered by content, process, and business analytics Configurable unified interface DOCUMENTUM xcp 2.0 CAPTIVA 7.0 Integrated platform delivers industry leading time to value Optimized for private cloud Unified Studio Fastest time to value WYSIWYG Accurate auto-learning that rivals human experts 24

25 The Entire Journey THE BIG PICTURE THE ENTIRE JOURNEY CAPTURE COLLABORATION CONTENT MANAGEMENT CUSTOMER COMMUNICATIONS PROCESS MANAGEMENT GOVERNANCE EXAMPLES 25

26 WHAT ABOUT What about Deployment? DEPLOYMENT? EMC ONDEMAND 26

27 What s Available IS THE EMC OnDemand PERFECT? A new enterprise-class CLOUD hybrid cloud deployment model managed by EMC experts 27

28 WHAT ABOUT On-Premise DEPLOYMENT? EMC ONDEMAND 28

29 Source of Information & Contacts SOURCE Assets OF INFORMATION Where, When & and CONTACTS How to Use EMC.COM Captiva Documentum xcp ECN ECN Community Captiva Documentum xcp Contacts Captiva Product Marketing: Raul Gabriel Documentum xcp Product Marketing: Bill Galusha 29

30 Questions & Answers 30

31 EMC