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?