Kofax Mobile Capture

Asseco Insurance Conference , Bucharest , 31.10.2012

Rober Pecanka , Sr. Sales Executive Kofax CEE

Talpagasse 1, 1230 Vienna, Austria

Agenda

� Mobile Capture Market Drivers

� Solution Overview

� Kofax Mobile Capture App

Market Drivers

Evolution of Capture

Firewall

NewNew

Back OfficeBack Back OfficeOffice

Fax / emailServer(s)

Fax / emailFax / emailServer(s)Server(s)

Watch FoldersWatch Watch

FoldersFolders

Production Scanners

Production Production ScannersScanners

EDI / XMLOffice DocsEDI / XMLEDI / XML

Office DocsOffice Docs

Mobile Trends – For Business/Enterprises

Consumerization

BYOD

By 2014, 90% of organizations will support corporat e applications on personal devicesGartner – Turning iPads and Media Tablets into Enterprise Platforms

Containerization

By 2014, mobile devices will enforce containerizati on of applications and data through native hardware and OS functionsGartner – Turning iPads and Media Tablets into Enterprise Platforms

� Bring Your Own Device – users prefer to use their personal smartphones or tablets

� Isolating and securing the enterprise apps from the rest of the device

� Use of personal apps influencing users expectations for enterprise apps

Organizational Capabilities Needed to Compete (4G era)

Ranking the importance of organizational capabilities to compete in the 4G era (by industry).

“1” is most important

9

8

7

6

5

4

3

2

1 Innovation in

product, service or market

Innovation in business model

or process

Vision and leadership

commitment to mobile platform

leadership

Mobilizing an external ecosystem

around your organization’s

mobile technology platform

Adapting dynamically to a

changing business environment

Building trust with ecosystem

partners

Collaboration with external subject

matter experts to stimulate innovation

Fostering an internal culture of collaboration

Ability to understand and navigate

regulatory policy on mobile broadband

Network carrier

Mobile device manufacturer

Infrastructure and component manufacturers Software developer

By industry

Source: Deloitte Open Mobile Analysis.

Organizational Capabilities Needed to Compete (4G era)

Ranking the importance of organizational capabilities to compete in the 4G era (by function)

“1” is most important

9

8

7

6

5

4

3

2

1 Innovation in

product, service or market

Innovation in business model

or process

Vision and leadership

commitment to mobile platform

leadership

Mobilizing an external ecosystem

around your organization’s

mobile technology platform

Adapting dynamically to a

changing business environment

Building trust with ecosystem

partners

Collaboration with external subject

matter experts to stimulate innovation

Fostering an internal culture of collaboration

Ability to understand and navigate

regulatory policy on mobile broadband

“C” suite member

Partner/Director

Senior Vice President/Senior Manager

By function

Source: Deloitte Open Mobile Analysis.

Computing Platform Trends

Source: Asymco – The Rise and Fall of Personal Computing

Addressable Markets

9

Market Size

Monolithic Page Scanners in Centralized Back Offices

Production Level Scanners in Centralized, Back Offices

1M

100M

1B+

Mid Range Scanners in Distributed Regional Offices

Desktop Scanners &

MFPs in Highly Distributed

Front Offices

Smart Phones & Tablets Used by Employees & Customers

1985 1990 1995 2000 2005 2010 2015

$0

$1B

$2B

$3B

$4B

$5B

100K

500K

Kofax enables and supports each of these sources

Kofax Mobile Capture Solution Overview

Time and Complexity

11

Distributed

Front-Office & Web

Mobile

1 min 1 hour 1 Day 1 Week

UIComplexity

Back-Office

Point of Origination

Kofax Mobile Capture – Value Proposition

� Mobile device is an extension of corporate systems and processes

� Enable users to initiate transactions and submit content at the earliest point in the process – Point of Origination™

� Enforce business rules from core systems directly on the device

� Provide optimum image quality (bad image = failed process)

� Process ready images

� Reduced exceptions / faster processing

� Lower impact on data plans – Lower costs

Kofax Mobile Capture Solution

1Kofax Mobile Capture AppCapture documents and images with the deviceIndex documents (add meta data) on the deviceGuidance that the document is ready for processingReceive confirmation via email or SMS

2Kofax Capture Enabled BPM PlatformSetup, Configuration, Management, SecurityAutomate data extractionData validationEnforce business rulesException handlingDeliver data and images to system of recordInitiate processesConfirmation to submitter

3

Systems of RecordSystems of EngagementBPMECM – Repository/ArchiveERP/CRMWorkflow

Kofax Mobile Capture Use Cases

Year: 97Make: ToyotaModel : Tacoma

Year: 97Make: ToyotaModel : Tacoma

� Engage customer in the field

� Capture customer’s business documents via the camera in the phone

� Enter and/or validate relevant metadata

� Review and transmit content and metadata to back-office IT infrastructure

Kofax Mobile Capture Process Flow

Kofax Mobile Capture App

Kofax Mobile Capture v 1.0

Patent Pending

Home Screen

� Initiate new processes or cases

� Open pending cases

� Access to settings

17

Open New Case

� Cases come from Kofax Capture

� Security/Permissions

� Business Rules

� Settings

� Based upon user permissions/role

� Personalized

� Extends process directly to the device

� Centrally controlled and administered

18

Capture the Document

� Frame the image

� Ensure all data is present

� Missing corners or edges equals lost data

� Take the photo

� App is intelligent to know when to snap the photo

19

Processing

� VRS now performing analysis

� VRS processing the image

� Poor image quality results in higher costs and slower processes

� VRS applying settings

20

Process Ready Document

21

� Readable and process ready

� Optimized for transfer

� Reduced impact to data plans

� Converted to right format

� Image Processing

� Cropped and Deskewed

Edit the Document

� Add Pages or Photos

� Delete Pages or Photos

� Change Case Type

� Go to Indexing Screen

22

Indexing

� Enter Meta Data / Index

� Fields and Names Come from Kofax Capture through KFS

� Role Based

� Personalize the fields to be entered based upon the users role

� Flexible - some users may index while others may not – Your Call

� Use KTM for Touchless Processing

23

Submit

� Submit to Kofax Capture

� Finalize Data Extraction, Validation, and Business Rules

� Export to System of Record or System of Engagement

� Reporting

24

Confirmation

� Confirmation to submitter

� Sent via email

� Attach a copy of the image or provide a link

� Provides optional information

� Unique ID for retrieval

� Status

� Link

25

VRS Image Perfection Overview

Expense Management – Receipts

Insurance – Claims

Healthcare – Patient Records

Transportation – Way Bills

Mobile Capture

Is a taking a picture of a piece of a paper mobile capture?

These Documents

�Initiate processes

�Improve customer service

�Contain critical information

�Accelerate transactions

�Reflect your company

Results

Kofax Mobile Capture Others

Results

Touchless Processing

Faster Response

Better Data

Go Find the Original?

Exception/Error

Higher Costs

Kofax Mobile Capture Others

Single Vendor = Single Source of the Capture Truth

• Initiate

• Complete

• Confirm

For further information, please contact:

robert.pecanka@kofax.com

+4318664555150

+436642551125

www.kofax.com

Thank you !