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Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

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Page 1: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Presented by: Connectis Group

SimpleCapture: The Solution for Invoices

& Unstructured Forms Processing

Page 2: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Agenda

1. What is SimpleCapture?

2. SimpleCapture for Different Industries

3. SimpleCapture for Any Document Type

4. Document Processing Steps

5. SimpleCapture Key Features & Benefits

6. ROI/Benefits of automation

7. Q & A

Page 3: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

SimpleCapture is a semi-automated solution that will lower

invoice & other unstructured document processing time and

costs.

What is SimpleCapture?

SimpleCapture provides out-of-the-box data capture capabilities without the need for costly integration and

extensive labor force training. It reduces the time and cost required to process thousands of client forms per month, with

an easy-to-install, easy-to-use approach.

SimpleCapture provides out-of-the-box data capture capabilities without the need for costly integration and

extensive labor force training. It reduces the time and cost required to process thousands of client forms per month, with

an easy-to-install, easy-to-use approach.

Page 4: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

SimpleCapture:

Why SimpleCapture?

• Reduces processing time by up to 80%

• ROI is usually within 3-4 months!

• Full training for operators takes 1 hour

• Full training for administrators takes just 3 hours

• A range of licensing options that fit any budget and requirements

• Page-unlimited licenses

• Low-cost versions for small business

• Reduces processing time by up to 80%

• ROI is usually within 3-4 months!

• Full training for operators takes 1 hour

• Full training for administrators takes just 3 hours

• A range of licensing options that fit any budget and requirements

• Page-unlimited licenses

• Low-cost versions for small business

Page 5: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

SimpleCapture for Different Industries

Different verticals such as Education, Logistics & Transportation,Healthcare, Government, Construction, AP/AR, Financial and other get

significant benefits using SimpleCapture

Different verticals such as Education, Logistics & Transportation,Healthcare, Government, Construction, AP/AR, Financial and other get

significant benefits using SimpleCapture

Page 6: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

SimpleCapture for Any Document Type

SimpleCapture does not require setting up form templates and can intelligently learn the documents on the fly as the operator processes them. Common documents processing types are:

SimpleCapture does not require setting up form templates and can intelligently learn the documents on the fly as the operator processes them. Common documents processing types are:

• Invoices• Purchase Orders• Student Records• Tax Forms (W-2; W-9; W-K9; 1040)• Bills of Lading• Delivery Receipts• Certificates of Origin • Customs Invoices • NAFTA Certificates• Requests for Business Number • Affidavit of Manufacture • and more ...

Page 7: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Step 1 - Process Images not Paper

SimpleCapture

easily integrates and

collects incoming

paper and electronic

documents from a

customer’s range of

MFPs, desktop

and departmental

scanners as well as

fax servers.

SimpleCapture

easily integrates and

collects incoming

paper and electronic

documents from a

customer’s range of

MFPs, desktop

and departmental

scanners as well as

fax servers.

Page 8: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Step 2 - Background Processing

• Pre-Process Images in order to improve extraction results

• Apply Background Full-Page Optical Character Recognition (OCR) so an operator isn’t slowed down

• Utilize multiple CPUs and cores with parallel processing for faster throughput

• Do Document & Batch Splitting to reduce document preparation time and effort

SimpleCapture allows you to:

Page 9: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Step 3 – Convert Image to Data

• Apply business rules and automatic reconciliation for higher accuracy

• Auto-validate against databases further saving human intervention and key strokes

SimpleCapture allows you to:

• Reduce data entry by 50-80% by clicking instead of typing

SimpleCapture allows you to:

• Reduce data entry by 50-80% by clicking instead of typing

Page 10: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Step 4 - Exporting Data and Images

SimpleCapture allows you to:

• Export Data in many formats to your Back Office system

• Export to multiple destinations

• Export Images and Metadata to a Document Management system

Page 11: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Key Benefits

• Input from any image source• Image pre-processing

• Automatic Document Separation

• Pre-built industry profiles• OCR and Bar Code recognition

• Assisted search values• Automatic data validation

• Database Lookup Editor

• Auto-Filing• Full-Text Indexing• Self-Learning Capabilities• Column recognition, with cross validations & reconciliations

Page 12: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

• ODBC, SQL, and XML export

• Image and Metadata export

Production Features

• Integration with multiple front-end and back-

end workflows and applications: eCopy, Kodak

Capture Pro, Sharp MFPs, RightFax fax servers, MS

SharePoint, FileBound, Digitech PaperVision and

ImageSilo, Laserfiche, SentryFile, Alchemy,

DocuWare, DocuLex, QuickBooks and more.

• Integration with multiple front-end and back-

end workflows and applications: eCopy, Kodak

Capture Pro, Sharp MFPs, RightFax fax servers, MS

SharePoint, FileBound, Digitech PaperVision and

ImageSilo, Laserfiche, SentryFile, Alchemy,

DocuWare, DocuLex, QuickBooks and more.

Unique Auto-Find module automatically learns and locates data fields on invoices and other forms. Auto-Find classifies a document the first time it sees it and then keeps learning with

each new exposure.

Unique Auto-Find module automatically learns and locates data fields on invoices and other forms. Auto-Find classifies a document the first time it sees it and then keeps learning with

each new exposure.

Page 13: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

SimpleCapture Demo

Page 14: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Benefits of Semi-Automation

• IMMEDIATELY Process any invoice or unstructured document from any customer

• “Learn” your most active customers to increase the level of automation through AutoFind

• Reduce costs by reducing data entry times between 50% and 80%

• Improve business processes

• Fewer errors

• Improve customer relations

Page 15: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

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ROI Calculation

Invoice Processing Labor

Current Full Time Employees (FTE) 4

Estimated FTEs with SimpleCapture 2

Total Labor Reallocation or Reduction 2

1 FTE @ $40,000/year = $40,000

Expense ReductionInvoice Processing Labor (2 x $40K) $80,000

Total Annual Savings $80,000

ROI achieved in 4 months!

Page 16: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Semi-Automation vs. Full Automation

• High cost of creating and maintaining templates

• Manual processing of one time or low volume customers

• Long and costly implementation and training process

• No Templates

• Semi-Automatic processing of all Customer Invoices

• Implementation and training quick and easy

Automated Semi-Automated

Page 17: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Need more Automation?

docAlpha by Artsyl Technologies

• Combine the best qualities of a fully automated system with the outstanding flexibility of SimpleCapture

• Automatically process your most common invoices

• Capture information from one time customers or low volume customers using the capabilities of a SimpleCapture Workstation

Page 18: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

What Our Clients Say about SimpleCapture

“SimpleCapture was easy to set up and use and it was far less expensive than the alternatives we evaluated,” says John P., The VP of a major Canadian Logistics company

“It took us 4 business days from purchase to production! We got ROI in 3 months …’’ says Mike S. from ADC.

“You have to understand, in our business, the most complex factor is the human factor. Anybody can buy software or hardware but to get anybody to work with the technology is a much greater challenge.” - says Michel Laurin, Vice President of Le Groupe A&A.

Page 19: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

Summary

Why SimpleCapture will improve time factor for your business? Why SimpleCapture will improve time factor for your business?

- Easy to install, set up and use

- Includes pre-built industry profiles

- Auto-Find self-learning technology

- Database Look-up & cross checks provide automatic data validation

- A range of licensing options that fit any budget and requirements:

- Page-unlimited licenses

- Low-cost versions for small business

- Easy to install, set up and use

- Includes pre-built industry profiles

- Auto-Find self-learning technology

- Database Look-up & cross checks provide automatic data validation

- A range of licensing options that fit any budget and requirements:

- Page-unlimited licenses

- Low-cost versions for small business

Page 20: Presented by: Connectis Group SimpleCapture: The Solution for Invoices & Unstructured Forms Processing

Confidential

SimpleCapture Q&A

Connectis Group 905.695.2200 Aijaz Shaikh [email protected]