IBM Datacap. More than scanning! Automates input of data from documents to reduce cost and accelerate document process efficiencies!

Transcription

1 IBM Datacap More than scanning! Automates input of data from documents to reduce cost and accelerate document process efficiencies! Matthias Borer ECM Tech Sales

2 Agenda Capturing today What is IBM Datacap? Why IBM Datacap? Competition Key takeaway

3 Why Invest in Document Capture? Better customer/vendor service and communications Reduced time and resources required to manage paper and related business processes Improved cash flow, reduced transaction and paper costs while growing the business Improved collaboration as documents can be immediately accessed and shared around the world Elimination of lost files Secure and reliable backup and disaster recovery And overall Return On Investment

4 4Click to edit Master subtitle style

5 5 The Five Phases Of Capture 5. Enterprise Capture Single solution for input of all documents from all locations mailroom, department, branch, mobile, fax, 4. Distributed Capture Move Scanning and Verify out of the processing center to speed input and lower cost 1. Scan And Store Capture drives Scanners, provides Key From Image 2. Basic Recognition Add OCR and barcodes to Automate Indexing 3. Intelligent Data Extraction Add Doc ID and Zonal OCR to Automate Transactional Documents

6 Phase 5: Enterprise Capture A universal capture portal that can transform all documents Department Branch Capture documents at every entry point in the Enterprise Mailroom Field Input any mode for consistent processing rules Point and click capture process management enables clients to orchestrate complex capture solutions without waiting for expensive programmers to build an application ECM Systems BPM and ACM ERP Systems BI and Content Analytics

7 7 Datacap Background Prior to acquisition 22 year old company Private and profitable Run by our founders (Scott Blau and Noel Kropf) Over 500 worldwide installations Mission critical high volume advanced capture applications Partnered with FileNet since 1994 Partnered with IBM in 2004 Why IBM acquired Datacap Taskmaster Integrates with IBM & FileNet repositories along with non-ibm solutions Highly scalable client/server architecture Rulerunner Service core differentiator Leading recognition engines Integrated thick and thin client interfaces User licensing, not per-click Lowest cost of ownership licensing model

8 Capabilities of different types of capture Value / ROI Enterprise Capture Systems OMR/ICR Full Page OCR Barcode RecognitionBasic Key From Image Scan/Clean Up Multi-Core / Multi-CPU Support SOA / Web Service Architecture Line of Business & Vertical Applications Document Classification Distributed & Web-based Scanning Componentized Business Rules Complex OCR Line Item Detail Capture Systems Departmental Capture Systems Capabilities and Sophistication

9 What Does Datacap Offer IBM ECM Customers? Datacap offers a comprehensive Document Capture portfolio, advanced technology, unique customer value, and enhances IBM s Enterprise Content Management offerings Datacap adds unique capture process orchestration, SOA, enterprise deployment options, thin client distributed capture, advanced recognition and classification to our document capture offering Datacap expands IBM s leadership in ECM by offering: A suite of capture solutions that enhance current IBM ECM offerings (FileNet P8, IS, CM8, CMOD, FileNet Capture Professional) Support for non-ibm repositories from EMC, Open Text, Oracle, Microsoft and others Coverage for distributed and departmental capture needs with capture for smaller deployments such as Microsoft SharePoint Industry s most sophisticated technology for document capture, in process capture, and high speed data extraction, enabling organizations to extract meaningful information from unstructured content for better, faster decisions and significantly reduce labor and paper costs Together, IBM and Datacap provide industry-leading Document Capture and ECM capabilities

10 How do Customers Achieve their ROI goals? Reduce cost of transporting paper to a central location Scan documents in remote locations branches, stores, offices, etc. Savings can be more than $1M annually Key capability - Distributed Capture Reduce data entry labor costs Extract data from documents without manual keying Potential to reduce data entry staff up to 90% Large organizations can have hundreds of employees performing data entry Key capabilities Rules, Advanced Data Extraction Reduce cost of document capture Reduce paper sorting and document preparation Potential to reduce capture staff up to 50% Key capabilities Rules, Advanced Data Extraction Standardize Single vendor ECM and Capture solution Replace obsolete or costly legacy capture systems Reduce license fees, support and maintenance costs Eliminate volume-based pricing

11 1 1 Problem: Traditional Capture Applications Are Inflexible

12 Taskmaster Architecture: Robust, Flexible, Scalable

13 Datacap Taskmaster Advantages Reduce cost of transporting paper to a central location Scan documents in remote locations branches, stores, offices, etc. Key capability - Distributed Capture Reduce data entry labor costs Extract data from documents without manual keying Large organizations can have hundreds of employees performing data entry Key capabilities Rules, Advanced Data Extraction Reduce cost of document capture Reduce paper sorting and document preparation Key capabilities Rules, Advanced Data Extraction Replace obsolete or costly legacy capture systems Standardize Single vendor ECM solution Reduce license fees, support and maintenance costs Eliminate volume-based pricing

14 Highlights of Functionality and Features Scan, import (from file system and fax server) Clean up, identify, classify, recognize, separate, look up and validate data in background Extract data using OCR, ICR, OMR, barcode 1D and 2D technologies Verify documents and learn from human operator handling processing exceptions Export/release to select back-end ECM repositories and ERP/databases Templates or fingerprints to uniquely identify classes of documents Sequence, monitor, and report on capture operations Background processing engine with built-in and extensible libraries of functions and rules Processing engine functions exposed as services to be consumed by external SOA apps Central (mailroom-type) or full-function, Web-based distributed deployments

15 Highlights of Functionality and Features Visual tools for highly-customized and productive verification and data entry forms Buttons, hot keys, labels, etc. ; auto-positioning in problem fields Image snippets next to data fields Configurable color-coded background to indicate recognition confidence levels and validation errors Blue: no data validation errors or low confidence recognition results Yellow: low confidence recognition results (low confidence characters in red) Red: data validation error Click n Key to let users pull data with a single click into a field Learn where click n key data was found and record in fingerprint to automate next time

16 Taskmaster s Distributed Capture Advantages Rapid ROI Dramatic reduction in document shipping costs Faster turnaround Reduced hardware & support costs, leverage existing MFDs No software installed on client Virtual Capture Documents can be scanned in one location and verified at any location Administration from any location Centralized administration further reduces TCO Competitive Points Replacement - Existing distributed systems are very hardware dependent Datacap is more advanced Scan, Verify & Administration Advanced UI Advanced OCR Correction & Fingerprint Creation Reduced bandwidth Single Pass Verify Licensing Model Authorized UVU, Employee UVU Help drive Advanced Case Management! Capture close to the source Capture at any point in the process using Rulerunner web services

17 Datacap Studio Rules, Functions and Actions

18 Datacap Studio Testing

19 MULTI-FUNCTION PERIPHERALS (MFP) 19

20 IBM Datacap Taskmaster Architecture

21 The Five Phases Of Capture Competitive Placement 5. Enterprise Capture 4. Distributed Capture IBM EMC Captiva Kofax IBM Datacap Taskmaster Kofax Oracle (Captovation) EMC Captiva 1. Scan And Store IBM FileNet Capture Kofax Express KnowledgeLake Oracle Document Capture Hyland Capture Many more 2. Basic Recognition IBM Datacap FastDoc Capture Kodak Capture Pro Kofax Ascent AnyDoc Many more 3. Intelligent Data Extraction IBM Datacap Taskmaster Readsoft Kofax KTM AnyDoc EMC Captiva Paradetec BrainWare Others

22 Competitive Contrast User based licensing vs. volume based licensing No Dongles No Overages No Lost Volume No Stoppages Rules based Point & Click configuration Flexible Reusable Extensible SOA Decouple Rulerunner Service for flexible workflow

23 Competitive Contrast Browser client No local footprint Rules and more recognition choices Better results Smaller server foot print Virtualization (Rulerunner Enterprise) Lower professional services costs Shorter implementations Highly configurable - Non-modularized Easily disseminated throughout the enterprise Easily scalable Expand as needed 1.0 million images per day PLUS

24 What Sets IBM Apart? Rulerunner Service is IBM Datacap s Rules Execution Engine - none of our competitors offer this capability Implements in weeks not months Quickly adapts to change Call Rulerunner Service via SOA service from applications for inprocess capture Single product for both basic and advanced capture Scalable from a single client to thousands Includes advanced data extraction and many capabilities that are expensive add-on modules in our competitor s products Local and distributed Thick and thin clients on a single platform Attractive, User-based Pricing Competitors charge per page which is excessively costly, inflexible and unpopular

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