matthias borer datacap - · field a universal capture portal that ... consumed by external soa...

© 2011 IBM Corporation

IBM DatacapMore than scanning! Automates input of data from documents to reduce cost and accelerate document process efficiencies!

Matthias BorerECM Tech Sales

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Agenda

• Capturing today

• What is IBM Datacap?

• Why IBM Datacap?

• Competition

• Key takeaway

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Why Invest in Document Capture?

• Better customer/vendor service and communications

• Reduced time and resourcesrequired to manage paper and related business processes

• Improved cash flow , reduced transaction and paper costs while growing the business

• Improved collaboration as documents can be immediately accessed and shared around the world

• Elimination of lost files• Secure and reliable backup and

disaster recovery• And overall Return On Investment

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4Click to edit Master subtitle style

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5

The Five Phases Of Capture

2. Basic Recognition

Add OCR and barcodes to Automate Indexing

1. Scan And Store

Capture drives Scanners, provides Key From Image

4. Distributed Capture

Move Scanning and Verify out of the processing center to

speed input and lower cost

5. Enterprise Capture

Single solution for input of all documents from all locations –mailroom, department, branch,

mobile , fax, email

3. Intelligent Data ExtractionAdd Doc ID and Zonal

OCR to Automate Transactional Documents

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Phase 5: Enterprise Capture

Field

� A universal capture portal that

can transform all documents

� Capture documents at every

entry point in the Enterprise

� Input any mode for consistent

processing rules

� Point and click capture process

management enables clients to

orchestrate complex capture

solutions – without waiting for

expensive programmers to

build an application

Mailroom

BranchDepartment

ECM

SystemsBPM and

ACM

BI and

Content

AnalyticsERP

Systems

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Datacap Background

• Prior to acquisition–22 year old company

–Private and profitable

–Run by our founders (Scott Blau and Noel Kropf)

–Over 500 worldwide installations

• Mission critical high volume advanced capture appli cations

–Partnered with FileNet since 1994

–Partnered with IBM in 2004

• Why IBM acquired Datacap–Taskmaster Integrates with IBM & FileNet repositories along with non-IBM solutions

–Highly scalable client/server architecture

–Rulerunner Service – core differentiator

–Leading recognition engines

–Integrated thick and thin client interfaces

–User licensing, not per-click

–Lowest cost of ownership – licensing model

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Capabilities of different types of capture

Capabilities and Sophistication

Val

ue /

RO

I

Key From ImageScan/Clean Up

Barcode Recognition

OMR/ICRFull Page OCR

Complex OCR – Line Item DetailComponentized Business Rules

Distributed & Web-based Scanning

Line of Business & Vertical ApplicationsSOA / Web Service Architecture

Multi-Core / Multi-CPU Support

Document Classification

Basic Capture Systems

DepartmentalCaptureSystems

Enterprise CaptureSystems

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What Does Datacap Offer IBM ECM Customers?

• Datacap adds unique capture process orchestration, SOA, enterprise deployment options, thin client distributed capture, advanced recognition and classification to our document capture offering

• Datacap expands IBM’s leadership in ECM by offering:

– A suite of capture solutions that enhance current IBM ECM offerings (FileNet P8, IS, CM8, CMOD, FileNet Capture Professional)

– Support for non-IBM repositories from EMC, Open Text, Oracle, Microsoft and others

– Coverage for distributed and departmental capture needs with capture for smaller deployments such as Microsoft SharePoint

– Industry’s most sophisticated technology for document capture, in process capture, and high speed data extraction, enabling organizations to extract meaningful information from unstructured content for better, faster decisions and significantly reduce labor and paper costs

• Together, IBM and Datacap provide industry-leading Document Capture and ECM capabilities

Datacap offers a comprehensive Document Capture por tfolio, advanced technology, unique customer value, and enhances IBM ’s Enterprise Content Management offerings

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How do Customers Achieve their ROI goals?

• Reduce cost of transporting paper to a central location

– Scan documents in remote locations – branches, stores, offices, etc.

– Savings can be more than $1M annually

– Key capability - Distributed Capture

• Reduce data entry labor costs

– Extract data from documents without manual keying

– Potential to reduce data entry staff up to 90%

– Large organizations can have hundreds of employees performing data entry

– Key capabilities – Rules, Advanced Data Extraction

• Reduce cost of document capture

– Reduce paper sorting and document preparation

– Potential to reduce capture staff up to 50%

– Key capabilities – Rules, Advanced Data Extraction

• Standardize

– Single vendor ECM and Capture solution

– Replace obsolete or costly legacy capture systems

– Reduce license fees, support and maintenance costs

– Eliminate volume-based pricing

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Problem: Traditional Capture Applications Are Inflexible

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Taskmaster Architecture: Robust, Flexible, Scalable

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Datacap Taskmaster Advantages

• Reduce cost of transporting paper to a central location –Scan documents in remote locations – branches, stores, offices, etc.–Key capability - Distributed Capture

• Reduce data entry labor costs–Extract data from documents without manual keying–Large organizations can have hundreds of employees perf orming

data entry–Key capabilities – Rules, Advanced Data Extraction

• Reduce cost of document capture–Reduce paper sorting and document preparation –Key capabilities – Rules, Advanced Data Extraction–Replace obsolete or costly legacy capture systems

• Standardize–Single vendor ECM solution–Reduce license fees, support and maintenance costs–Eliminate volume-based pricing

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Highlights of Functionality and Features

�Scan, import (from file system and fax server)�Clean up, identify, classify, recognize, separate, look up

and validate data in background�Extract data using OCR, ICR, OMR, barcode 1D and 2D

technologies�Verify documents and learn from human operator

handling processing exceptions�Export/release to select back-end ECM repositories and

ERP/databases�Templates or “fingerprints” to uniquely identify classes of

documents�Sequence, monitor, and report on capture operations �Background processing engine with built-in and

extensible libraries of functions and rules�Processing engine functions exposed as services to be

consumed by external SOA apps�Central (mailroom-type) or full-function, Web-based

distributed deployments

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Highlights of Functionality and Features

�Visual tools for highly-customized and productive verification and data entry forms

�Buttons, hot keys, labels, etc. ; auto-positioning in problem fields

�Image snippets next to data fields�Configurable color-coded background to indicate

recognition confidence levels and validation errors�Blue: no data validation errors or low confidence

recognition results�Yellow: low confidence recognition results (low

confidence characters in red)�Red: data validation error�“Click’n’Key” to let users pull data with a single click into

a field�Learn where click’n’key data was found and record in

fingerprint to automate next time

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Taskmaster’s Distributed Capture Advantages

■ Rapid ROI – Dramatic reduction in document shipping costs– Faster turnaround– Reduced hardware & support costs, leverage existing MFDs– No software installed on client

■ “Virtual Capture”– Documents can be scanned in one location and verified at any location– Administration from any location– Centralized administration further reduces TCO

■ Competitive Points– Replacement - Existing distributed systems are very hardware dependent– Datacap is more advanced

• Scan, Verify & Administration• Advanced UI – Advanced OCR Correction & Fingerprint Creation• Reduced bandwidth – Single Pass Verify• Licensing Model – Authorized UVU, Employee UVU

■ Help drive Advanced Case Management!– Capture close to the source– Capture at any point in the process using Rulerunner web services

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Datacap Studio – Rules, Functions and Actions

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Datacap Studio – Testing

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IBM Datacap Taskmaster Architecture

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The Five Phases Of Capture

Competitive Placement

2. Basic Recognition

IBM Datacap FastDoc CaptureKodak Capture Pro

Kofax AscentAnyDoc

Many more

1. Scan And Store

IBM FileNet CaptureKofax Express

KnowledgeLakeOracle Document Capture

Hyland CaptureMany more

4. Distributed Capture

IBM Datacap TaskmasterKofax

Oracle (Captovation)EMC Captiva

5. Enterprise Capture

IBMEMC Captiva

Kofax

3. Intelligent Data Extraction

IBM Datacap Taskmaster Readsoft

Kofax KTMAnyDoc

EMC CaptivaParadetecBrainWare

Others

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Competitive Contrast

• User based licensing vs. volume based licensing• No Dongles

–No Overages–No Lost Volume–No Stoppages

• Rules based–Point & Click configuration–Flexible–Reusable–Extensible

• SOA–Decouple Rulerunner Service for flexible workflow

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Competitive Contrast

• Browser client– No local footprint

• Rules and more recognition choices– Better results

• Smaller server foot print– Virtualization (Rulerunner Enterprise)

• Lower professional services costs – Shorter implementations

• Highly configurable - Non-modularized– Easily disseminated throughout the enterprise

• Easily scalable– Expand as needed–1.0 million images per day – PLUS

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What Sets IBM Apart?

• Rulerunner Service is IBM Datacap’s Rules Execution Engine - none of our competitors offer this capability

–Implements in weeks not months–Quickly adapts to change–Call Rulerunner Service via SOA service from applications for in-

process capture

• Single product for both basic and advanced capture–Scalable from a single client to thousands–Includes advanced data extraction and many capabilities that are

expensive add-on modules in our competitor’s products–Local and distributed –Thick and thin clients on a single platform

• Attractive, User-based Pricing–Competitors charge per page which is excessively costly, inflexible

and unpopular

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