Building Solutions With Kofax TotalAgility

Building Solutions with Kofax TotalAgility

Phong Chu

Principal Enablement Manager

[email protected]

How Kofax Makes the First Mile™ of Business Smarter

Kofax provides an essential link between systems of engagement and systems of record for an …

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1The Forrester Wave for Multichannel Capture, 2012 The Forrester Wave for Dynamic Case Management, 2011

Leader in Dynamic Case Management Leader in Multichannel Capture

Kofax/

AND

Kofax – Double Leader Qualification

Forrester Waves

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Forrester rate us as leading in both Multichannel Capture and in Dynamic Case Management – the two critical capabilities needed: 1 - Multi-channel so we can interact with the customers in whatever channel they wish to communicate with us in. 2 - Dynamic Case management so we can provide a household / overall customer viewpoint to every stakeholder in the process. And Gartner have recognised our visionary leadership in Business Process Management.

Systems of Engagement and Kofax Products

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Scanner

Mobile

MFP

FAX

SMS

Lotus/Exchange

POP

Webservice

Folder

API

EDI

Kofax Import Connector

Kofax Products and Systems of Record

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Kofax Export Connectors

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CMIS = Content Management Interoperability Services

Kofax Solutions

Customer Onboarding

Smart process application that combines industry leading multichannel capture, adaptable workflows and a flexible system integration capability to automate the Customer Onboarding process for better service and a competitive advantage.

Kofax Mailroom Automation Solution

Builds on the traditional high-volume, centralized paper mail opening and routing process. It enables multichannel capture and routing of paper and electronic communications in a digital format to provide a lower cost, more accurate and accelerated operation.

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Kofax Mailroom Automation solution expands mailroom functions to support direct input from distributed workers and external stakeholders (customers and partners) for the purpose of perfecting information captured by the organization.

Customer Use Cases – Government

County of Ventura Human Service Agency

Total benefits of $3.9 million over a three-year investment period

The State of Utah Office of Recovery Services (ORS)

digitized key workflows at its Child Support Services bureau, streamlining case management for its case workers.

significantly reduced the time to collect and distribute child support payments to families in need.

Freedom of Information / Data Protection Act / EIIR – Environmental Information Regulations

Case Management for dealing with Bankruptcy / Liquidation and Administration of Individuals and Corporate Entities

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Customer Use Cases – Insurance

Aviva Ltd. – World’s 5th largest insurance group

Annually Capture More Than 5 Million Pages of Insurance and Financial Service Documents for Customer Accounts

Reducing operational costs and better enabling workers to consistently meet and even exceed customer service levels and expectations

Management of Underwriting processes whereby insurance carriers assess a risk and quote for it (Risk to Quote)

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Kofax solutions are not just about capturing data, they are about making an impact on the business. We do that in three critical areas: revenue growth; profitability; and compliance. For the insurance sector we address these within a framework of customer engagement, by focusing on the key touch points in the customer life cycle – New business/Underwriting, Claims Processing, and Customer Service – Kofax solutions help insurance carriers drive business growth efficiently and within compliance.��From Point of Origination to the Front Office, to the Back Office, Kofax insurance solutions establish solid data gathering, information sharing, and business process management across all customer touch points and channels. By leveraging mobile, web, enterprise capture and business process management technology Kofax helps insurance carriers create happier, more satisfied customers at better margins and with greater regulatory compliance, enabling them to establish the distinct competitive advantage necessary to win in today’s highly competitive, customer driven market. process/collaboration intensive applications

Customer Use Cases - Financial Services

United Bank Limited:

Streamline Branch Network Document Handling Processes

NCR-deployed solution endorses checks via scanned data and delivers various value-added financial instrument services

Customer Onboarding – specialist bank for the UK horseracing industry, and high net worth individuals

Fund Processing

A major European bank reduced processing time by 50%, and at the same time increased data accuracy and processing accuracy.

A global investment bank achieved annual savings of $500,000 and compliance at the same time with straight through fax processing of funds.

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Customer Use Cases - Healthcare

Automatically capture, extract, process and route patient, health and financial information, and enhance your patients' electronic health records with meaningful information.

Automate any document driven process with one unified capture platform, including patient admission and the processing of electronic health records, invoices, EOBs, and CMS-1500 or UB-04 claims.

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Health care organizations around the globe are facing an urgent, unprecedented need to cut health care costs while improving quality at the same time. Eliminating paper and paper-based processes is key to achieving these seemingly conflicting goals. Printing, shipping, storing and searching paper documents is not only costly but also makes it impossible to share and access real-time information and make well informed health care decisions. Kofax enables health care organizations to automate their document-driven processes by capturing all health, patient or financial information at the point of entry, transforming it into actionable information, and routing it to the point of care in a secure and auditable manner. Organizations can use one unified platform to capture and process any type of document, including social security cards, admission forms, claims, EOB forms, invoices, reports, charts, MRIs, EKGs, and X-ray images

Building Smart Process Application using Kofax platform

1. Analyze business requirements to identify systems of engagement and systems of records

2. Identify document types and fields

3. Build Kofax Transformation Project

4. Build Kofax TotalAgility processes, variables and forms

5. Configure the integration between Kofax Capture and Kofax TotalAgility

6. Test solution from point of origination through business process to system of record

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Systems of Engagement

Identify points of origination:

Mobile

Web

Scan

Email

Fax

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Systems of Record

Identify Integration:

Microsoft SharePoint

Microsoft Dynamics

Microsoft Exchange

Database

CMIS

Etc.

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Identify Documents and Fields

Application form

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Proof of Address

Proof of Identity

Create Kofax Transformation Project

Configure Field Extraction

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Create Kofax Capture Batch Class

Configure Batch Class and Document Classes

Synchronize with Kofax Transformation Module

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Kofax TotalAgility

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Is a Business Process Management and Dynamic Case Management platform that enables organizations to achieve significant operational gains through better management of processes.

Provides capabilities for process design, automation, simulation, workflow control for managing human tasks, integration tools for linking business applications (ECM, CRM, Email) to processes and business rules.

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TotalAgility is based on leading edge MS technologies built entirely in WCF and deployable on-premise or in the cloud. Consequently this leads to lower developer costs, increased quality, and shorter time to market. The Designer consists of the following main components: Process Designer – Helps you model business processes through a user-friendly graphical modeling environment. Process models (maps) are saved in the database as XML files. Form Designer – Helps you create workflow forms (screens) based on TotalAgility process maps, without the need for extensive programming. Forms are specified in the XML-based message definition, and held in the database and rendered by a Forms Server. At deployment, a server side windows-based Deployer component converts SFDLs into the selected deployment format, for example web forms.

Kofax TotalAgility Designer

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Kofax TotalAgility Designer

Process Designer – Helps you model business processes through a user-friendly graphical modeling environment.

Form Designer – Helps you create workflow forms (screens) based on TotalAgility process maps, without the need for extensive programming.

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Process models (maps) are saved in the database as XML files. Forms are specified in the XML-based message definition, and held in the database and rendered by a Forms Server. At deployment, a server side windows-based Deployer component converts XML into the selected deployment format, for example web forms.

Process Designer

Create and manage process maps in the system

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Integration

Database

Web Services

SOAP

SOAP WCF

RESTful

.NET

Microsoft SharePoint

Microsoft Dynamics CRM

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The Integration module allows you to define the settings that allow you to integrate with external applications and services. Within this module you can set up connection details to a database, add web service references to hold the details of existing web services, and define the shortcut (path) to .NET assemblies that can be used in .NET activities, and .NET Method action. You can also link TotalAgility with SharePoint and Dynamics CRM.

Database Integration

Tables

View

Add

Update

Delete

Stored Procedures

Views

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SharePoint Integration

Create Folder

Add Item

Upload Document

Delete Item

Get Document

Create Site

Move Item

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Microsoft Dynamics Integration

Create

Update

Delete

Retrieve

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Web Services Integration

SOAP

SOAP Windows Communication Foundation (WCF)

RESTful

XML and JSON are supported by Kofax TotalAgility

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Once you configure the Web Services integration, you can use the Web Services activity to invoke the methods of the provided web service and map the process variables to the web service parameters.

Business Rules

Code-free compositions defined independently of processes

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It is very important in an ever-changing economic environment that organizations execute their strategies through integrated, intelligent and flexible business processes. Kofax TotalAgility business rules are a means to implement company-wide rules and policies in the form of code-free compositions defined independently of processes. A business rule can be used in any business process or form action, and the release of an updated rule will immediately affect all processes/forms that invoke it.

Form Designer

Create forms and build forms based on business processes

Create multilevel navigation capabilities

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Build Forms

Automatically generate forms with no programming experience required

Optionally, you can customize generated forms to include custom functionality

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The ability to automatically generate forms is the key to quick and successful delivery of product screens. In the TotalAgility Form Designer, you can generate forms for Kofax TotalAgility functionality without any programming experience. The standard forms that can be generated for TotalAgility include Logon, Create New Job, Take Activity, Multi-View, Multi-View Activity, Work Queue and Entity.

Create Forms

Start with a blank form and add form controls.

You have more control and flexibility over the resulting screens compared to the ones created automatically.

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Monitor

Design dashboards to have visibility into process performance

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Reporting

Build meaningful reports with only relevant information that you need

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Translation

Adhere to Internationalization (i18n) and Localization (l10n) standards

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Kofax TotalAgility adheres to the Internationalization (i18n) and Localization (l10n) standards, which define the parameters for adapting computer software to different languages and regions You can add languages into which you wish to translate the form elements, from the list of languages supported by TotalAgility. For every selected language, a column appears enabling you to enter the translated text for the form element. Once translated, language resource files are generated for the supported language enabling you to display the item in the translated language at run time.

Configure KC Export Connector – Total Agility

Launch business process once the document is exported

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Deploy Solution

Use Export/Import

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Development Test Production

Kofax TotalAgility Workspace

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What is Kofax TotalAgility Workspace?

Kofax TotalAgility Workspace is an out-of-the-box web application that allows users to interact with their activity lists, cases and with processes, manage work and resources, reports and dashboards and administer other data elements.

The Workspace can be easily customized or extended according to your business requirements.

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Kofax TotalAgility Workspace Menu

Available menu items

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Work Queue

The work queue summary page displays the list of work queue tasks that are assigned to you and total tasks of the group (team) in which you are a member

It helps you to focus on the tasks or projects that requires your attention, especially when you are working on multiple areas at a time.

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Reassigning Activities

You can reassign the activities for the resources you are responsible for.

For example, work priorities may change and you may need to reassign the activities to other resources accordingly.

You can reassign activities to an individual or group.

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Allocating Work

As a supervisor, you can view the work allocated within your team and allocate or redistribute the work as required.

This helps you to monitor the workloads at both the team and resource level and to ensure that you are meeting targets and utilizing resources as effectively as possible.

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Creating a Job

You can create a job, case or a job in case as required by your business or customers.

When you create a job, case or job in case, it is displayed in Work Queue Summary.

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Note: When you create a job based on a case definition process without providing a case reference number, the job ID is taken as the case reference number. When performing any job-related search, for example, searching for associated jobs, the job ID must be entered as the case reference number.

Finding Jobs

The list of Live Jobs is displayed by default

Use an Advanced Search such as a search based on Job Priority, Due Date and Work Queue Definition fields

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Delegating activities

Delegating activities involves allocating new activities from one resource to another for a specified time period. This is useful if a resource is off on sick or holiday leave.

Delegation is not the reassignment of activities, therefore the activities display on the work queue of both the resources.

Once the activities are delegated, if required, you can update or remove the delegation.

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Managing Resources

A resource is a person, or a group of persons required to perform a task in an organization.

You can easily create and effectively manage your resources

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Managing Resource Availability

TotalAgility has a global business calendar which can be used to set working/non-working days and working hours across all resources in the system.

Each resource can also have their personal calendar that is derived from the global calendar.

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You can configure a working pattern and other availability settings for yourself and your team members and also the global calendar for your company. You can configure: Daily / custom working hours, that is, a particular resource may work on Saturday mornings which is not a working day in your company Custom debits / credits – whether a resource is owed time or is loaned (credited) to another team, for example, to meet project deadlines

Viewing Process Properties

Using TotalAgility Workspace, you can view and change the properties of a map and its activities.

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Documenting a Process

You can easily generate a design document for selected process maps. The generated document details all the information input during the design of selected processes such as resources, activities and associated parameters.

The design document can be generated in two formats:

HTML

XML

You can also generate a design document for a particular version of a process map

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Viewing Signed In Users

This list displays the users currently logged on to the Kofax TotalAgility Workspace.

You can log off for the selected users.

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Viewing Audit Log Entries

Audit Logs keep track of the information pertaining to any action performed on executing a business process or a system function.

You can view all audit logs and also filter based on the date range and audit log type.

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This helps you to analyze the cause for a particular change and view the details of the user who made the change and when it was made.

Remove Audit Log Entries

You can clear entries from your audit log file from time to time.

Deleting unwanted records regularly from the log file restricts the size of the log file from becoming unmanageable.

You can either clear the entire log file or remove specific log types and entries for specific periods.

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Resetting the Status of Activities

You can reset the status of an either a single activity or all activities for a selected resource from 'Taken' to 'Pending' so that it can be picked up by or allocated to another resource.

This is specifically useful when a resource suddenly becomes unavailable due to some reason.

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Job Upgrader Utility

Using Job Upgrader utility you can upgrade the existing live jobs to the latest released version of their respective process without terminating or restarting a live job.

Amendments are made and put live immediately.

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It is specifically designed to allow organizations to be more flexible and respond to the design change. Note: The Job Upgrader utility ONLY adds new data to existing jobs, such as new variables, floating roles, work queue definition fields and milestones. It does not update or delete existing data in the job. When there are multiple versions of a map, you can choose to upgrade only the jobs created on the selected versions of a map. You can also filter the jobs to be upgraded using the date range. For example, you can specify a From date, so that all the jobs started after the specified date are updated. Similarly, you can specify a To date, and all the jobs created till the specified date are updated. When both From and To dates are specified, all the jobs created between these dates are updated.

How Kofax Makes the First Mile™ of Business Smarter

Kofax provides an essential link between systems of engagement and systems of record for an …

For further information, please contact:

Phong Chu Principal Enablement Manager Phone: 949 783 1296 Email: [email protected]

Dynamic Case Management

Characterized by processes which are primarily driven by human workers (often referred to as Information Workers or Knowledge Workers)

Interacting with long running, complex and often unpredictable processes.

The flow of case management processes is unpredictable - they do not follow a predefined path.

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Building a business process solution with Kofax TotalAgility

1. Create a new Category for the project 1. Set the Working Category of the Resource you log into TA as to be

this new Category 2. Decide whether a Case based or Process based solution 3. Design high-level process 4. Define Work Type

1. Associate Queue Definition with Process 5. Define Process variables 6. Assign Input/Output variables for the activities 7. Create processes 8. Define and assigning resources to activities 9. Create a solution and Build forms and implement functionality 10. Create Navigation

1. Associate forms with navigation menu 11. Test solution