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Document Driven Business ProcessDocument Driven Business Process Automation:Your Onramp to Enterprise Applications
Capture has changed
• Previously document capture was:• Previously document capture was:• Scanning of hardcopy paper only• For archiving documents • Required to have separator sheets• Labor intensive for sorting, counting, and indexing• Not classified for every document typey yp• Captured after the transaction finished
• Today document capture is:C t i d t f• Capturing documents from any source
• Documents in many file formats• Automatic separation of document boundaries• Automaticity classification of documents• Intelligent data capture for indexing and business process automation• Faster and more accurateFaster and more accurate
Slide 2 Kofax Enterprise Capture
Discussion Areas
AwarenessValue / ROIPerception Demand / Need
The value proposition of the latest document
t
Why Kofax?Typical customer misperception of document
t
How typical customer purchase drivers
icapture technology and its relevance to your needs
capture are converging with enterprise capture software's value yproposition
Slide 3 Kofax Enterprise Capture
Typical Customer Stereotypes and Perceptions
Misperception MisperceptionMost customers think of capture as only for
Most customers think of capture as lowof capture as only for
archival purposes.of capture as low value and commoditized.
V l / ROI D d / N dIT Shops are trying to figure out how to do more with less
Customers want to go electronic as quickly as possible
Value / ROI Demand / Need
Awareness Awareness
more with less. as possible.
More and more customers are realizing the need & benefits associated with process
Customers seldom realize the true value that can be delivered by captureassociated with process
automation.capture.
Slide 4 Kofax Enterprise Capture
Capture Evolution… and Customer Value
Decision ServicesTodayPaper &
El t iPaper
Decision ServicesAP – Invoices (Oracle & SAP)
Simplify or automate process decision points
Document Driven
Electronic
Fixed Geometry Variable Geometry
Cus
tom
er
Document Driven Business Process AutomationAP – Invoices (Oracle & SAP)
Simplify or automate
Unconstrained
Rel
evan
ce to
Scan to
Scan to ProcessInitiate document centric processes
Simplify or automate document centric processes
Intelligent
Valu
e/R Scan to
ArchiveArchive business documents
Document Capture
Intelligent Document
RecognitionBusiness
IntelligenceWorkflow & Rules Mgmt
1980’s Time 2010
Slide 5 Kofax Enterprise Capture
TodayPaper & Electronic
Paper
Capture Evolution… and Customer Value
Decision ServicesElectronic Decision ServicesAP – Invoices (Oracle & SAP)
Simplify or automate process decision points
Document Driven
Cus
tom
er
Document Driven Business Process AutomationAP – Invoices (Oracle & SAP)
Simplify or automate
Rel
evan
ce to
Scan to
Scan to ProcessInitiate document centric processes
Simplify or automate document centric processes
Valu
e/R Scan to
ArchiveArchive business documents
IntelligentDocument Capture
Intelligent Document
RecognitionBusiness
IntelligenceWorkflow & Rules Mgmt
Time
Slide 6 Kofax Enterprise Capture
Capture & Business Process Automation: The Opportunity
Customers, Suppliers,Partners, Employees
Knowledge Workers & InfrastructureBusiness Process
CompleteInitiate
(AP, New Accounts, Branch Automation, Loan Origination, Claims Processing, Case Mgmt, …)
ee--Infrastructure Infrastructure Corporations want to…Red ce processing costs
1980sNow 1990s Auto IndexingIDR
Archival: ECMBPA: Workflow & LOB AppsAdoption & MaturationAdoption & Maturation
Governance & Governance & ROI LowHigh
• Reduce processing costs• Increase operational efficiency• Increase customer satisfaction• Increase situational awareness
Eliminate paper as soon as it enters the organization
CentralizedBatch Capture
DistributedBatch Capture
DistributedTransaction Capture
Process EnablementMailroom Automation
Regulatory ComplianceRegulatory Compliance• Mitigate risk
enters the organizationMigrate to self-service where possible
pppDocument Centric Collaboration
Slide 7 Kofax Enterprise Capture
Extending Enterprise Infrastructure: The Enterprise Onramp
SMS
Knowledge Workers & Infrastructure
Document Process AutomationFax
Customers, Suppliers,Partners, Employees
ERP / CRM / LOB
Fax
SMS
BPA / BPM
IDR
Fax
XML, EDIPrint Streams
Scanners
IT Infrastructure
ECM / RMDatabase
Communication
Voice
Telex
Document Capture
Classify,Separate,Extract,Validate
ScannersMFPs/MFDs
MS OfficePDF, TIFF, JPEG
CommunicationsHelping you cost effectively simplify and automate outbound communications with your customers, vendors, employees and stakeholders.
Document Process AutomationHelping you cost effectively simplify and automate specific document centric business processes.Key Capabilities
IDRHelping you quickly and cost effectively understand the content you’re on-boarding, and helping you decide where it should go and what you should do with it.
Document CaptureHelping you cost effectively on-board content from anywhere in your organization, regardless of medium or format.Key Capabilities
CommunicationDocument CaptureEnterprise Onramp
Key Capabilities• Provides communication medium abstraction &
consolidation• Enables business process related
acknowledgements notifications & broadcasts
Key Capabilities• Augments existing SAP & Oracle ERP A/P workflows• Simplifies, minimizes and/or eliminates human touch points &
decision points throughout the invoice processing and approval process
Key Capabilities• Identifies inbound content• Separates inbound content• Extracts relevant document information
Key Capabilities• Provides source abstraction, management & configuration• Provides central profile management• Provides centralized diagnostics, monitoring & device health management
acknowledgements, notifications, & broadcasts• Validates & matches document content against existing infrastructure• Manages IDR profiles
Slide 8 Kofax Enterprise Capture
Preparing for Success: How can we help you succeed?
• More and more customers are realizing the need to establish• More and more customers are realizing the need to establish an enterprise capture onramp strategy
• IT departments are becoming more aware of the challenges d bl f i thand problems facing them
• Eliminating paper as quickly as possible• Effectively managing the growing onslaught of content coming into y g g g g g g
their organization
Slide 9 Kofax Enterprise Capture
Kofax at a Glance
Successful for more than 20 yearsSuccessful for more than 20 years• Helping customers to optimize/automate their mission critical,
document driven business processes.• Acknowledged market leader in information captureAcknowledged market leader in information capture.
Global presence• 1200 employees in 33 countries• Global professional services organization• Global support organization• Development and product management in the US, Europe, AsiaDevelopment and product management in the US, Europe, Asia
Global partner ecosystem• Value added resellers• System integrators, application providers, BPOs
Proven track record • 25,000 customers around the globe25,000 customers around the globe
Slide 10 Kofax Enterprise Capture
Customer Successes Around the Globe
• Increase of productivity and• Increase of productivity and efficiency, by 20% to 500%
•Cost savings • Improved compliance•Better cash management
I d i• Improved customer service and business closing rates
•Faster and better businessFaster and better business decisions
•Payback within less than12 monthsmonths
Slide 11 Kofax Enterprise Capture
More Information @ Kofax Transform Conference
• Visit Transform San Diego January 17th to 18th 2011• Visit Transform, San Diego, January 17th to 18th 2011• http://www.kofax.com/go/transform/
• Customer Use Case Presentations• Hands-on Tips and Tricks Workshops• Training and CertificationTraining and Certification• Great Network of Kofax Customers, Partners, Executives and Specialists
Slide 12 Kofax Enterprise Capture
Document Driven Business Process Automation:Y O t E t i A li tiYour Onramp to Enterprise Applications
Thank you. www.kofax.com