Building Solutions with Kofax TotalAgility

Phong Chu

Principal Enablement Manager

phong.chu@kofax.com

How Kofax Makes the First Mile of Business Smarter

Kofax provides an essential link between systems of engagement and systems of record for an

Systems of Engagement and Kofax Products

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Scanner

Mobile

MFP

FAX

SMS

Lotus/Exchange

POP

Webservice

Folder

API

EDI

Kofax Import Connector

Kofax Products and Systems of Record

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Kofax Export Connectors

PresenterPresentation NotesCMIS = Content Management Interoperability Services

Kofax Solutions

Customer Onboarding

Smart process application that combines industry leading multichannel capture, adaptable workflows and a flexible system integration capability to automate the Customer Onboarding process for better service and a competitive advantage.

Kofax Mailroom Automation Solution

Builds on the traditional high-volume, centralized paper mail opening and routing process. It enables multichannel capture and routing of paper and electronic communications in a digital format to provide a lower cost, more accurate and accelerated operation.

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PresenterPresentation NotesKofax Mailroom Automation solution expands mailroom functions to support direct input from distributed workers and external stakeholders (customers and partners) for the purpose of perfecting information captured by the organization.

Customer Use Cases Government

County of Ventura Human Service Agency

Total benefits of $3.9 million over a three-year investment period

The State of Utah Office of Recovery Services (ORS)

digitized key workflows at its Child Support Services bureau, streamlining case management for its case workers.

significantly reduced the time to collect and distribute child support payments to families in need.

Freedom of Information / Data Protection Act / EIIR Environmental Information Regulations

Case Management for dealing with Bankruptcy / Liquidation and Administration of Individuals and Corporate Entities

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Customer Use Cases Insurance

Aviva Ltd. Worlds 5th largest insurance group

Annually Capture More Than 5 Million Pages of Insurance and Financial Service Documents for Customer Accounts

Reducing operational costs and better enabling workers to consistently meet and even exceed customer service levels and expectations

Management of Underwriting processes whereby insurance carriers assess a risk and quote for it (Risk to Quote)

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PresenterPresentation NotesKofax solutions are not just about capturing data, they are about making an impact on the business. We do that in three critical areas: revenue growth; profitability; and compliance. For the insurance sector we address these within a framework of customer engagement, by focusing on the key touch points in the customer life cycle New business/Underwriting, Claims Processing, and Customer Service Kofax solutions help insurance carriers drive business growth efficiently and within compliance.From Point of Origination to the Front Office, to the Back Office, Kofax insurance solutions establish solid data gathering, information sharing, and business process management across all customer touch points and channels. By leveraging mobile, web, enterprise capture and business process management technology Kofax helps insurance carriers create happier, more satisfied customers at better margins and with greater regulatory compliance, enabling them to establish the distinct competitive advantage necessary to win in todays highly competitive, customer driven market.process/collaboration intensive applications

Customer Use Cases - Financial Services

United Bank Limited:

Streamline Branch Network Document Handling Processes

NCR-deployed solution endorses checks via scanned data and delivers various value-added financial instrument services

Customer Onboarding specialist bank for the UK horseracing industry, and high net worth individuals

Fund Processing

A major European bank reduced processing time by 50%, and at the same time increased data accuracy and processing accuracy.

A global investment bank achieved annual savings of $500,000 and compliance at the same time with straight through fax processing of funds.

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Customer Use Cases - Healthcare

Automatically capture, extract, process and route patient, health and financial information, and enhance your patients' electronic health records with meaningful information.

Automate any document driven process with one unified capture platform, including patient admission and the processing of electronic health records, invoices, EOBs, and CMS-1500 or UB-04 claims.

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PresenterPresentation NotesHealth care organizations around the globe are facing an urgent, unprecedented need to cut health care costs while improving quality at the same time. Eliminating paper and paper-based processes is key to achieving these seemingly conflicting goals. Printing, shipping, storing and searching paper documents is not only costly but also makes it impossible to share and access real-time information and make well informed health care decisions.Kofax enables health care organizations to automate their document-driven processes by capturing all health, patient or financial information at the point of entry, transforming it into actionable information, and routing it to the point of care in a secure and auditable manner. Organizations can use one unified platform to capture and process any type of document, including social security cards, admission forms, claims, EOB forms, invoices, reports, charts, MRIs, EKGs, and X-ray images

Building Smart Process Application using Kofax platform

1. Analyze business requirements to identify document types and fields

2. Build Kofax Transformation Project

3. Build Kofax TotalAgility processes, variables and forms

4. Configure the integration between Kofax Capture and Kofax TotalAgility

5. Test solution from point of origination through business process to system of record

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Systems of Engagement

Identify points of origination:

Mobile

Web

Scan

Email

Fax

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Systems of Record

Identify Integration:

Microsoft SharePoint

Microsoft Dynamics

Microsoft Exchange

Database

CMIS

Etc.

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Identify Documents and Fields

Application form

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Proof of Address

Proof of Identity

Create Kofax Transformation Project

Configure Field Extraction

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Create Kofax Capture Batch Class

Configure Batch Class and Document Classes

Synchronize with Kofax Transformation Module

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Kofax TotalAgility

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Is a Business Process Management and Dynamic Case Management platform that enables organizations to achieve significant operational gains through better management of processes.

Provides capabilities for process design, automation, simulation, workflow control for managing human tasks, integration tools for linking business applications (ECM, CRM, Email) to processes and business rules.

PresenterPresentation NotesTotalAgility is based on leading edge MS technologies built entirely in WCF and deployable on-premise or in the cloud. Consequently this leads to lower developer costs, increased quality, and shorter time to market. The Designer consists of the following main components: Process Designer Helps you model business processes through a user-friendly graphical modeling environment. Process models (maps) are saved in the database as XML files. Form Designer Helps you create workflow forms (screens) based on TotalAgility process maps, without the need for extensive programming. Forms are specified in the XML-based message definition, and held in the database and rendered by a Forms Server. At deployment, a server side windows-based Deployer component converts SFDLs into the selected deployment format, for example web forms.

Kofax TotalAgility Designer

Process Designer Helps you model business processes through a user-friendly graphical modeling environment.

Form Designer Helps you create workflow forms (screens) based on TotalAgility process maps, without the need for extensive programming.

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PresenterPresentation NotesProcess models (maps) are saved in the database as XML files.

Forms are specified in the XML-based message definition, and held in the database and rendered by a Forms Server. At deployment, a server side windows-based Deployer component converts XML into the selected deployment format, for example web forms.

Kofax TotalAgility Workspace

Is an out-of-the-box web application that allows users to interact with their activity lists, cases and processes, manage work and resources, reports and dashboards and administer other data elements.

Can be easily customized or extended according to your business requirements

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PresenterPresentation NotesKofax TotalAgility Workspace is an out-of-the-box web application that allows users to interact with their activity lists, cases and with processes, manage work and resources, reports and dashboards and administer other data elements.The Workspace can be easily customized or extended according to your business requirements

Process Designer

Create and manage process maps in the system

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Integration

Database

Web Services

SOAP

SOAP WCF

RESTful

.NET

Microsoft SharePoint

Microsoft Dynamics CRM

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PresenterPresentation NotesThe Integration module allows you to define the settings that allow you to integrate with external applications and services. Within this module you can set up connection details to a database, add web service references to hold the details of existing web services, and define the shortcut (path) to .NET assemblies that can be used in .NET activities, and .NET Method action. You can also link TotalAgility with SharePoint and Dynamics CRM.

Database Integration

Tables

View

Add

Update

Delete

Stored Procedures

Views

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SharePoint Integration

Create Folder

Add Item

Upload Document

Delete Item

Get Document

Create Site

Move Item

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Microsoft Dynamics Integration

Create

Update

Delete

Retrieve

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Web Services Integration

SOAP

SOAP Windows Communication Foundation (WCF)

RESTful

XML and JSON are supported by Kofax TotalAgility

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PresenterPresentation NotesOnce you configure the Web Services integration, you can use the Web Services activity to invoke the methods of the provided web service and map the process variables to the web service parameters.

Business Rules

Code-free compositions defined independently of processes

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PresenterPresentation NotesIt is very important in an ever-changing economic environment that organizations execute their strategies through integrated, intelligent and flexible business processes. Kofax TotalAgility business rules are a means to implement company-wide rules and policies in the form of code-free compositions defined independently of processes. A business rule can be used in any business process or form action, and the release of an updated rule will immediately affect all processes/forms that invoke it.

Form Designer

Create forms and build forms based on business processes

Create multilevel navigation capabilities

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Build Forms

Automatically generate forms with no programming experience required

Optionally, you can customize generated forms to include custom functionality

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PresenterPresentation NotesThe ability to automatically generate forms is the key to quick and successful delivery of product screens. In the TotalAgility Form Designer, you can generate forms for Kofax TotalAgility functionality without any programming experience. The standard forms that can be generated for TotalAgility include Logon, Create New Job, Take Activity, Multi-View, Multi-View Activity, Work Queue and Entity.

Create Forms

Start with a blank form and add form controls.

You have more control and flexibility over the resulting screens compared to the ones created automatically.

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Monitor

Design dashboards to have visibility into process performance

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Reporting

Build meaningful reports with only relevant information that you need

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Translation

Adhere to Internationalization (i18n) and Localization (l10n) standards

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PresenterPresentation NotesKofax TotalAgility adheres to the Internationalization (i18n) and Localization (l10n) standards, which define the parameters for adapting computer software to different languages and regionsYou can add languages into which you wish to translate the form elements, from the list of languages supported by TotalAgility. For every selected language, a column appears enabling you to enter the translated text for the form element. Once translated, language resource files are generated for the supported language enabling you to display the item in the translated language at run time.

Configure KC Export Connector Total Agility

Launch business process once the document is exported

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Deploy Solution

Use Export/Import

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Development Test Production

How Kofax Makes the First Mile of Business Smarter

Kofax provides an essential link between systems of engagement and systems of record for an

For further information, please contact:

Phong Chu Principal Enablement Manager Phone: 949 783 1296 Email: phong.chu@Kofax.com

Dynamic Case Management

Characterized by processes which are primarily driven by human workers (often referred to as Information Workers or Knowledge Workers)

Interacting with long running, complex and often unpredictable processes.

The flow of case management processes is unpredictable - they do not follow a predefined path.

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Building a business process solution with Kofax TotalAgility

1. Create a new Category for the project 1. Set the Working Category of the Resource you log into TA as to be

this new Category 2. Decide whether a Case based or Process based solution 3. Design high-level process 4. Define Work Type

1. Associate Queue Definition with Process 5. Define Process variables 6. Assign Input/Output variables for the activities 7. Create processes 8. Define and assigning resources to activities 9. Create a solution and Build forms and implement functionality 10. Create Navigation

1. Associate forms with navigation menu 11. Test solution

Building Solutions with Kofax TotalAgilityHow Kofax Makes the First Mile of Business SmarterSystems of Engagement and Kofax ProductsKofax Products and Systems of RecordKofax SolutionsCustomer Use Cases Government Customer Use Cases Insurance Customer Use Cases - Financial Services Customer Use Cases - HealthcareBuilding Smart Process Application using Kofax platformSystems of EngagementSystems of RecordIdentify Documents and FieldsCreate Kofax Transformation ProjectCreate Kofax Capture Batch ClassKofax TotalAgilityKofax TotalAgility DesignerKofax TotalAgility WorkspaceProcess DesignerIntegrationDatabase IntegrationSharePoint IntegrationMicrosoft Dynamics IntegrationWeb Services IntegrationBusiness RulesForm DesignerBuild FormsCreate FormsMonitorReportingTranslationConfigure KC Export Connector Total AgilityDeploy SolutionHow Kofax Makes the First Mile of Business SmarterSlide Number 35Dynamic Case ManagementBuilding a business process solution with Kofax TotalAgility