Automation: Your Onramp to Enterprise Applications

Transcription

1 Document Driven Business Process Document Driven Business Process Automation: Your Onramp to Enterprise Applications

2 Capture has changed Previously document capture was: Scanning of hardcopy paper only For archiving documents Required to have separator sheets Labor intensive for sorting, counting, and indexing Not classified for every document type Captured after the transaction finished Today document capture is: Capturing documents from any source Documents in many file formats Automatic separation of document boundaries Automaticity classification of documents Intelligent data capture for indexing and business process automation Faster and more accurate Slide 2

3 Discussion Areas Perception Value / ROI Awareness Demand / Need Typical customer misperception of document capture The value proposition of the latest document capture technology and its relevance to your needs How typical customer purchase drivers are converging with enterprise capture software's value proposition Why Kofax? Slide 3

4 Typical Customer Stereotypes and Perceptions Misperception Most customers think of capture as only for archival purposes. Misperception Most customers think of capture as low value and commoditized. Value / ROI Demand / Need IT Shops are trying to Customers want to go figure out how to do electronic as quickly more with less. as possible. Awareness More and more customers are realizing the need & benefits associated with process automation. Awareness Customers seldom realize the true value that can be delivered by capture. Slide 4

5 Capture Evolution and Customer Value Paper Paper & Electronic Today Decision Services AP Invoices (Oracle & SAP) Customer Value/R Relevance to Scan to Archive Archive business documents Fixed Geometry Variable Geometry Scan to Process Initiate document centric processes Document Driven Business Process Automation AP Invoices Unconstrained (Oracle & SAP) Simplify or automate document centric processes Simplify or automate process decision points Document Capture Intelligent Document Recognition Workflow & Rules Mgmt Business Intelligence 1980 s Time 2010 Slide 5

6 Capture Evolution and Customer Value Paper Paper & Electronic Today Decision Services AP Invoices (Oracle & SAP) Customer Value/R Relevance to Scan to Archive Archive business documents Scan to Process Initiate document centric processes Document Driven Business Process Automation AP Invoices (Oracle & SAP) Simplify or automate document centric processes Simplify or automate process decision points Document Capture Intelligent Document Recognition Workflow & Rules Mgmt Business Intelligence Time Slide 6

7 Capture & Business Process Automation: The Opportunity Customers, Suppliers, Partners, Employees Initiate Business Process Knowledge Workers & Infrastructure Complete (AP, New Accounts, Branch Automation, Loan Origination, Claims Processing, Case Mgmt, ) e-infrastructure Corporations want to Adoption BPA: & Maturation Reduce processing costs Workflow & LOB Apps Increase operational efficiency High ROI IDR Increase customer satisfaction Governance & Increase situational awareness Regulatory Compliance Mitigate risk Archival: ECM Now 1990s Auto Indexing Low 1980s Eliminate paper as soon as it Process Enablement Distributed enters Mailroom Automation the organization Transaction Capture Document Centric Collaboration Migrate to self-service where possible Distributed Batch Capture Centralized Batch Capture Slide 7

8 Extending Enterprise Infrastructure: The Enterprise Onramp Customers, Suppliers, Partners, Employees Fax Document Process Automation BPA / BPM Knowledge Workers & Infrastructure SMS Fax XML, EDI Print Streams Scanners MFPs/MFDs MS Office PDF, TIFF, JPEG Document Capture Enterprise Onramp IDR Classify, Separate, Extract, Validate Database ERP / CRM / LOB IT Infrastructure ECM / RM Voice Telex Communication Document Capture IDR Document Process Automation Communications Helping you cost effectively on-board Helping you content Helping quickly from you and anywhere cost effectively Helping your you simplify understand cost effectively automate the content simplify specific you re and onboarding, or format. and document helping centric you decide business outbound where processes. communications it should go and what with your should customers, do automate organization, regardless of medium with it. vendors, employees and stakeholders. Key Capabilities Key Capabilities Provides source abstraction, Key management Capabilities Augments & configuration existing Key SAP Capabilities & Oracle ERP A/P workflows Provides central profile management Identifies inbound Simplifies, content minimizes Provides and/or eliminates communication human medium touch points abstraction & & Provides centralized diagnostics, Separates monitoring decision inbound & device content points health throughout consolidation management the invoice processing and approval Extracts relevant processdocument information Enables business process related acknowledgements, notifications, & broadcasts Validates & matches document content against existing infrastructure Manages IDR profiles Slide 8

9 Preparing for Success: How can we help you succeed? More and more customers are realizing the need to establish an enterprise capture onramp strategy IT departments are becoming more aware of the challenges and problems facing them Eliminating paper as quickly as possible Effectively managing g the growing g onslaught of content coming into their organization Slide 9

10 Kofax at a Glance Successful for more than 20 years Helping customers to optimize/automate their mission critical, document driven business processes. Acknowledged market leader in information capture capture. Global presence 1200 employees in 33 countries Global professional services organization Global support organization Development and product management in the US, Europe, Asia Global partner ecosystem Value added resellers System integrators, application providers, BPOs Proven track record 25,000 customers around the globe Slide 10

11 Customer Successes Around the Globe Increase of productivity and efficiency, by 20% to 500% Cost savings Improved compliance Better cash management Improved customer service and business closing rates Faster and better business decisions Payback within less than12 months Slide 11

12 More Kofax Transform Conference Visit Transform, San Diego, January 17 th to 18 th Customer Use Case Presentations Hands-on Tips and Tricks Workshops Training and Certification Great Network of Kofax Customers, Partners, Executives and Specialists Slide 12

13 Document Driven Business Process Automation: Your Onramp to Enterprise Applications Thank you.