Your Business Processes.

Streamlined.

Document Processing Solutions

Today’s Discussion Today’s ECM Challenges

User Adoption

(“ECM Avoidance”)

Cost & Complexity (of Document Processing)

•  Any “Paper/Person-Centric” Process •  Supporting Documents •  Complex (Uncontrolled) Business Processes

•  Application Processing •  Employee Applications •  Benefits, Permits, ID’s

•  Employee Onboarding •  Corporate Finance

•  Contracts Management •  Invoice Processing

Document Processing Solutions – Where?

Document Processing Case Study

•  City of Chattanooga

•  Use Case – Employee Onboarding

•  Cost & Complexity

•  Capture + ECM to HR to Finance/IT Recrui'ng  

Onboarding  

Management  

Leaving  

•  ROI < 9 months. •  50%+ increase in Productivity.

•  Improved Constituent Satisfaction. •  Accelerated Revenue Cycles

•  Enhanced Compliance •  Actionable Analytics.

Document Processing Solutions – Why?

Core Components: •  Smart Repository •  Smart Workflow •  Enterprise Integration •  OCR/Capture-as-a-Service Additional Components may include: •  Customer Self-Service Web/Portal •  View / Annotate / Redact •  Electronic Signature •  Secure Mobile ECM

Document Processing Solutions - What?

Document Processing Case Study

Passport Applications

Syn

c

Chris Creator ü  Initiates New “Case” & Workflow ü  Creates Application Package ü  Routes docs to manager

Mary Manager ü  Application Manager ü  Reviews and approves

application

Andy Applicant ü  New Passport Applicant ü  Completes / Submits Docs

Application Docs

Imogen Issuer ü  Receives final documents ü  Issues Passport

Our Team Members Business Challenge: Cost & Complexity of Document Processing New Passport Applications

•  Enterprise Content Hub •  via Paper, Fax, Email, Upload •  Version Control •  Enterprise Search

•  Records Management

•  Role-Based (Case) UI

Smart Repository

•  Role-Based •  Customer-Centric •  Easy to Adopt (minimal user

training) •  Powerful Business Processes •  Advanced Workflow

•  Future Proof

Simple + Smart�Alfresco Workdesk

•  Template-Based Initiation

•  Document Assembly •  Routing

•  Review, Approve, Request Action •  Via Email, Secure Cloud Site

•  Declare Record

Smart Workflow

•  Email Integration – Outlook, Gmail •  Office/Google Docs Integration

•  ERP/HCM/CRM Systems •  Custom Applications (Issuance, Billing)

•  Point-to-Point •  Enterprise Service Bus

Enterprise Integration

•  Paper and/or Electronic Documents •  Intelligent Capture Technologies

•  Classification / Extraction without bar codes or separator pages

•  Structured (Forms) and Unstructured •  Mailroom Automation and/or •  “In Process Capture”

•  Embedded in ECM/Workflow

•  Automated Classification & Extraction

OCR-as-a-Service PARTNER OF THE YEAR 2013 PARTNER OF THE YEAR 2012

•  Secure Login •  Initial Application •  Download Documents •  Upload Documents •  Check Status

•  Simple Design & Branding

•  Asset Re-use Across Sites

Additional Components: Secure Applicant Site

•  Virtually Any File Type •  Integrated with Alfresco •  Compare Original / Signed Docs, Different

File Formats •  Annotation with Changemark ™ Notes

Additional Components Enterprise Viewing

Enterprise Redaction

•  Redact fields to securely share applicant /claims / benefits information

•  Across multiple user groups (both internal/external)

•  Hide SS#, financial information, etc…

OR Securely sign within your Alfresco repository •  Legal Signature – eSign ACT & UETA •  Dual-Level Authentication •  Allows for Multiple Signatures •  Automatically Creates Secure PDF

Additional Components Digital/Electronic Signature

Additional Components: Mobile

•  Secure Mobile ECM •  Role-Based (Case) UI •  Unique “App/Server” Model

–  “Relevant” Information – Dynamic Views

•  IT Approved – Single Enterprise Application – Configured, not Customized

Demo!  

Questions?