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: [email protected]
Dean Misenhimer
Senior Director of Product Marketing
Phone: +01-949-783-1428
Email: [email protected]