Wednesday, April 12, 2023 Confidential

Automated Indexing

Maximizing the Value of

What is Indexing?

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+ =

What is Indexing?

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+ =+ Indexing

What is Manual Indexing?

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What is Automated Indexing?

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Where can Automated Indexing be Used?

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MARKETING

Leads & prospects

Customer info

Competitive data

Surveys

CUST. SERVICE

Correspondence

New account setup

Service requests

Warranties

HR

Application forms

Resumes/CVs

Benefits forms

Healthcare forms

SALES

Order Entry

Contracts

Lead tracking

Forecasting

Proposals

FINANCIALS

Invoices

Order processing

Cash receipts

Proof of delivery

Expense accounts

CORPORATE

Correspondence

Litigation

Contracts

Why use Automated Indexing?

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Benefits

Reduces the time and cost of manual indexing

Reduces indexing bottleneck

Faster transaction completion

Improves Data Accuracy

How does it work?

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Automated Indexing can Handle:

Machine print OCR

Check box (OMR)

Signature detection

Point and shoot indexing

ICR (Handwriting)

Automated Indexing is…

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OnBase Client

Simple OCR Solution

Simple to configure

Simple to use

Automated Indexing is best for…

Structured Documents Applications, Printed Forms

Quicker order processing Reduce cost per order

HR Printed Forms

Surveys & Questionnaires

AP Processing (?) Invoices (?) Packing slips (?)

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Features of Automated Indexing

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Document classification Select Document Type

Indexing Keyword value assignment

Auto-Fill Keyword Sets

Keyword Data Sets

MIKG – table data

Point and shoot indexing

DOCUMENT CLASSIFICATIONHow it really works…

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What is Document Classification?

How can we tell one Document from Another?

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Identify Document Type

Document Topology

Identification Zones

Prioritize, most common forms at top for

Faster processing.

Automated Indexing can Searchfor Multiple Document Types

ZONAL (TEMPLATE) OCRHow it really works…

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It’s all about the Grid

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X

y

Form Setup – Page Registration

Form Setup – Registration Zone

Form Setup – Keyword Zone

BATCH PROCESSING How it really works…

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= Purchase

Order

Form Identification

Form Identification

= Packing Slip

Form Identification

= INVOICE

OCR Zones

Automated Indexing – Verify

Validation for suspect values & unidentified

documents

Suspect keywords in RED

Tab to keyword zooms in on zone

POINT & SHOOT INDEXINGHow it really works…

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Point and Shoot Indexing

LIVE DEMO!How it really works…

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Automated Indexing Features

Configure forms

Batch process in Scan Queue

Right-click processing

Point and shoot indexing

Batch

License

Ad-hoc

License

Benefits – Faster Processing

Process Forms

Customer Service

AP-Early payment discounts

New orders

Applications

ROI

ROI – Resource Savings

Manual indexing resource savings

User hours/day

ROI often received in less than a year.

Increase throughput, or re-task resources!

ROI