1

Intelligent Document Processing

better

information

faster

Global Directions 2013

2

Arnold von Büren

co-founder of DICOM Group plc (1994)

CEO Kofax (2000-2002)

CEO DICOM Group plc (2003-2006)

-

2006 buys TCG Informatik AG – a small capture

solutions provider in Switzerland

- 2013: turns TCG into software vendor for Smart

Document Processing; expansion into Germany,

Brasil, Chile

3

pioneering phase:

Individually coded

apps ca. 1990 - 2005

ca. 1998 - today

Standard capture

applications

forms verify release scan

index archive Document

Capture

Forms

Capture

Input

Mgmt

Capture

collect freeform classify

It’s the process,

stupid!

ca. 2008 - future

Document

Process

Automation

mobile decide

approve transform

act

log

Looking back

? Document

Process

Automation

5

clients

suppliers

citizens agents

employees prospects

government

account holders policy holder

enterprises

organisations

Enterprise

Organisatioin

Where does document process automation start?

6

Document =

unstructured data

maybe less paper,

but amount of

documents ever

increasing

regulatory zeal

supports our

industry

Is there a future for documents?

7

to master the

deluge of

documents?

What kind of system?

8

Get them in if you wanna play!

Collect documents

all formats

all channels

all devices

Benefits

Consolidated,

single processing

environment for

all documents

co

llect

9

Process and monitor ‘em!

Document

Flow & Control

multi-process

multi-client

graphical process

design

scalable (throughput)

event logging

Benefits

Consolidation

Graphic understanding

Change friendly

Highly performant

‚chain of custody‘

document process platform

10

Where’s the meat?

produces highly

accurate and precise

information

optimal

human/machine

interaction

high ‚stp‘ rates

Act on

knowledge

Transform into information

Extract data

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of users...

Various

user types to be

supported (web/fat):

heavy duty operator

supervisor

specialist, expert

occasional user

sender, originator

Benefits

any process

participant can be

properly included

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.... and robots.

Robots help achieve

high automation rates

extract robot (field and

table)

auto-approve robot

learn robot

business rule robot

Benefits

increase automation

rates w/o inter-

vention

auto adaption to

changes (e.g. layout)

No/reduced efforts

for system tuning

13

No man is an island.

Connecting with the

world

to data base(s)

3rd party systems

intra-process

communication

Benefits

ease of integration

master or slave

deployment

14

Document Processing System

(Architecture)

document process platform

Le

arn

Cla

ssify

OC

R / N

orm

aliz

e

Extr

act

Tra

nsfo

rm

Va

lida

te

Act

Ex.Tr.Act

DPS Configurator Process Designer Process Monitor DPS Analyzer

co

llect

co

nn

ect

Scanner/MFP

Web service

File import

e-Mail

Phablets ERP, LOB

CRM

ECM

BPM, WFW

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Start business process

route

distribute

classify

extract

act

approve

produce

transact

store

archive entry

manual

correction

automatic

extraction

verification

manual

routing

automatic

routing

manual

acting

approving

automatic

approval

manual

production

automatic

production

‘stp’

End-to-end process automation

DPS WF DPS WF DPS WF DPS WF DPS WF

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Capture /

doc process

system

Workflow/

system

Transaction

system

Archive/DMS

system

Capture /

doc process

system

Workflow/

system

Transaction

system

Archive/DMS

system

Of masters and slaves...

master (process-

control)

master (process-

control)

slave

process

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Can we deploy tomorrow?

How to speed up

deployment?

self tuning, self

learning

click to configure (no

scripting!)

use standard

processes

have change-friendly

system

Weigh

cloud

license vs

click-charge

on premise vs.

18

Where is the honey?

Speed up – cost down!

faster processing

higher automation

rates

faster deployment

Commodity (no honey!)

Scanning/indexing

‚dead‘ document

processing

capture applications

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More

honey? Think out-of-the-box!

• hang on to the doc!

• 2-way communication

• printing

• end-to-end document

processing solutions

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clients

suppliers

citizens agents

employees prospects

government

account holders policy holder

enterprises

organisations

Enterprise

Organisatioin

paper

fax

eMail

eStream

mobile

Ride the document!

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Take-away?

The future looks rosy:

Capture is dead – long live

document processing!

Need for scanning goes down

(maybe) - volume of

documents continues to go up

it‘s the process, stupid!

there is money in both roles:

master or slave

But:

deployment cost will be

under pressure

click-charge licensing

will grow

watch for the

commodity trap

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Questions?

www.tcgprocess.com