Deliver More Information to your SharePoint Solution: Kofax Express and SharePoint

Kofax Express and Microsoft SharePoint

Deliver More Information to Your SharePoint Solution

Agenda

Capture Market Opportunity

Benefits of Scanning and Capture

Overview of Kofax Express

Use of Microsoft SharePoint

Customer Case Studies

Capture Market Opportunity

CIOs top 3 priorities*:

Improving business processes

Reducing costs

Increasing use of information

and analytics

Scanning and Capture yield

two of the three fastest ROIs**

Scanning and Capture users

report ROI in:**

12 months or less = 39%

18 months or less = 57%

49%

37%

30%

28%

20%

17%

12%

11%

10%

5%

14%

Scanning

DM

Capture

Workflow

ERM

Collaboration

Ent Search

Forms

BPM

E-discovery

None

Which three applications

produce the fastest ROI?

* Gartner, June 2010

** AIIM, November 2010

Amount of important documents

still archived in paper form*

Capture Market Opportunity

* CNN Tech – March 2010

** AIIM, November 2010

*** The Independent – October 2010

62%

Organizations that have

deployed content capture** 16%

Pages printed from mobile

devices in 2010*** 12

billion

Benefits of Scanning

Documents have measureable business value

Initiate Business Processes

Improve Customer Service

Complete a Transaction

Scanning and Capture Deliver

Speed

Cost

Visibility Control

Quality

Faster Processes

Reduced Costs

Transparency Environmental

Control

Improved Data Quality

Better Data

Replaces manual, error-prone and costly

processes

Production scanning application

For small to medium businesses,

or departments in larger enterprises

Tightly integrated with Kofax patented VRS technology

Benefits

Reduces costs

Enables records management compliance

Easy to deploy and use

Low training and startup costs

Kofax Express

Why Kofax Express

Ease of Use

Fully Capable

Proven by the Market Leader

Source: The 2011-12 Worldw ide Market for Document Capture Softw are

Harvey Spencer and Associates (July 2011)

Kofax Express and Microsoft SharePoint

Foundational ECM

Supplemental ECM Embrace and Extend Workloads with Partners

Kofax Solutions for SharePoint

Knowledge workers spent on average a combined

7.4 hours a week "searching but not finding

information" and "reformatting data from multiple

sources."

The lost time spent carrying out these inefficient

practices equates to nearly $12,000 per employee

per year based on average salaries.

Managing Documents for Success in the New Business

Information Paradigm - October, 2010

What’s the Problem?

Your SharePoint Environment

How Can You Be Certain?

Information is captured securely and accurately

Converted to the right format for storage

Sent to the correct SharePoint library

Accurate and consistent column data is applied

The correct business process is initiated

The Opportunity

Capture is critical to populate SharePoint

with intelligent, actionable information to drive:

Effective governance

Effective collaboration

Efficient process automation

Business process management (BPM)

Enhanced search & business intelligence

Capture Enabled BPM ROI

What payback period would you say you have achieved or are likely to

achieve from your investments in scanning and capture?

40% achieve ROI in 12 months or less

74% within 2 years

Capture and BPM deliver rapid ROI!

AIIM: Using SharePoint for ECM

June, 2011

Classification and Extraction

1. Document scanned by Kofax

Express 2. Correct data is automatically

extracted using zonal OCR 3. Results are validated

4. Converted to PDF with

all the text (searchable) 5. Exported to SharePoint

6. Column data populated automatically

Demo of Kofax Express with SharePoint

Process Automation in SharePoint

Content Organizer Rules

Set rules that act on content placed in

the drop-off library

Rules are triggered based on column

data populated by Kofax

SharePoint Workflow

Automatically trigger workflows upon

creation of new document types

Make decisions based on column data

populated by Kofax Express

TotalAgility BPM & Case Management

Business Process

Management

Case Management

“Particularly relevant for

Microsoft shops, the

TotalAgility product

leverages Microsoft

Office, SharePoint,

Dynamics/CRM, and

OCS/Lync.”

Forrester – Dynamic Case Management Wave (January 2011)

Customer SharePoint Success Around the Globe

• Increased productivity and efficiency

by 20%-90%

• Saved over £9 million annually

• Improved compliance

• Improved customer service

• Faster and better business decisions

• ROI within 3-12 months

Customer Case Studies

Exmoor National Park

Created in 1954

Mission “to conserve and enhance the natural beauty, wildlife and cultural

heritage of the Park”

All building and planning applications within the Park need approval

Capture and routing of incoming mail and architecture drawings via

SharePoint

Exmoor National Park

Replace a manual, error prone, and time intensive process

“…frustrating to the staff.”

Improve visibility for the staff

“…remove the human element for staff to chase people down for

answers.”

Get the documents, drawings and data to SharePoint

Solution Goals

Fujitsu fi-6130 Scanners with VRS – Scanning incoming mail

A0 Scanners for Architecture Drawings

SharePoint with Workflow tracking and routing

Solution

Results

Effective process and solution

Happier (more efficient) staff

Completely automated system with SLA’s and escalations

University of Bristol

UK Borders Agency Immigration System

Need to capture Passport/Visa details

“Licence” can be revoked if data not held

>2,000 students annually

Requirement to integrate with SharePoint

University of Bristol

Replace a manual process based upon paper and filing cabinets

“…obviously this wasn’t sustainable.”

Find a solution to scan and index documents

Integration to SharePoint

Solution Goals

Integration with SharePoint and Student Records systems

High speed capture, index and export of student data

Accelerated indexing process – fast and accurate

Solution

Office look and feel “familiar” to most users

Easy to support – no costly training of IT personnel required

Easy to configure and deploy

Accelerated indexing process – fast and accurate

Achieved legal requirements – capture and retention of students passport

and visa documentation

Results

For further information, please contact:

Bruce Orcutt

Director of Product Marketing

Phone: +01-949-783-1370

Email: bruce.orcutt@Kofax.com

Dean Misenhimer

Senior Director of Product Marketing

Phone: +01-949-783-1428

Email: dean.misenhimert@Kofax.com