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Getting started with Kofax Analytics for Capture and Kofax Analytics for TotalAgility is the first step to gaining full operational control of your environment. To realize the full potential of these solutions, this presentation will share best practices for effective implementation and preparation for options to extend these solutions to adding Kofax analytics to your capture and BPM implementations. Topics include: planning for the implementation of the base solutions, customization of metrics, dashboards and reports, and the addition of operational data from other systems of record.
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Matt Finch, Senior Solutions Engineer, Kofax Uriah Hakala, Senior Director, Professional Services, Kofax
Best Practices in Integrating Analytics into Your Environment
Agenda
Prerequisites
Deployment
Customization
Real Life Experience – Pinnacol Assurance
Expansion
What’s Next? Training and Preparation
2
Prerequisites
Be Prepared! – Prerequisites
Define the appropriate users
Knowledge of underlying Kofax data/processes
Roles and responsibilities
Create functional workflow
When and where are analytics used in my process?
Segmentation by functional area, geography, etc.
Review out-of-the-box components
Start with what’s there
Fit/gap against actual requirements
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System Requirements - Installation
Obtain correct versions of underlying Kofax software
Kofax Analytics for Capture™
Kofax Capture™ 9 or 10
Kofax Transformation Modules™ 5.5 FP16
Kofax Analytics for TotalAgility®
Kofax TotalAgility 7.02
Hardware
Processor, RAM
Dedicated server(s)
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System Requirements - Software
Software
.NET 4.5
IIS
Metadata repository (database)
Dashboard client (web browser)
Insight software
Connection to Kofax data
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Kofax Analytics for Capture - Event Listener/Sender
Event Listener:
Web Service connection to Kofax workflow agent
Each Kofax Capture workstation that processes data, including remote sites, must have access to Event Listener
Runs on IIS; can be secured with SSL
Note: on Windows 2012, must enable .NET Framework 4.5 and HTTP activation
Event Sender:
Every workstation at central/remote sites
Sends data from Kofax Capture to Kofax Analytics for Capture
Analytics tab added to Kofax Capture administration module
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Deployment
Environment Considerations
Get license key – analytics is separate install
Which environments are in use?
Data needs to come from a “live” environment
Example use:
Use development environment
Run sample batches through system
Produce reports in Kofax Analytics for Capture
Push changes to next environment and re-test
Use import/export within Insight to manage deployments
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Creating a New Project
Projects contain built-in data sources, views and dashboards for Kofax Analytics for Capture
Configure connections
Load data – define frequency
Create and assign users and roles
Assign data filters
Define email settings
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More on Deployment
Admin user
Set data filtering preferences
Define execution plans
Set and manage alerts
User configuration
Manage projects, users, role settings
User authentication
Alerts
Projects and DB access
Log files
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Customization
Dashboard Designer
What’s it for?
Reuse and combine dashboards
Filter, aggregate or animate charts and grids
Customize templates
How to use it?
Save off predefined views to make your own edits – keep original project “pristine”
Create filters to restrict data by dimension(s)
Define alerts – messages sent in response to certain conditions
More Dashboard Customization
Embedded views
Custom images – logos and branding
Pivot tables
Data markers
Process charts
Time options
Drill-downs
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Ryan Tracy, ECM Product Manager Pinnacol Assurance
Pinnacol Assurance Kofax Analytics for Capture™
Who Is Pinnacol Assurance?
Colorado’s assured source of Workers’ Comp.
55,000 policyholders (59% of CO workforce)
$400M in annual premiums
600 employees
Capture 8.8 million pages annually through mailroom
12 mailroom operators with 24 validation operators in other departments
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A Quick Note for Office 2007 Users
Internal Scanning
Kofax Capture Implementation – Medical Bills / Medical Records
2013 2012 2011 2010 2009 2008 2006 2005 2004 2007
10 Years CAPTURE
Internal Scanning • First attempt to
capturing medical bills and related medical records
• Huge lessons learned!
Kofax Capture Implementation Policy/Claim
KTM
Kofax Capture • First rolled out for
capturing medical bills and related medical records
• BI team struggled to get meaningful reports for managers, stakeholders
• Settled for “close to accurate” historical reports
KTM • Demonstrated huge
returns for separation, classification, and data extraction automation
Who Is Pinnacol Assurance?
KAFC
KAFC • Accurate, real-time
analytics vitally important for accountability and process improvement
Why Kofax Analytics?
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Why Kofax Analytics?
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Why Kofax Analytics?
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Lean, Continuous Process Improvement — and KPIs
Reporting only one part of the equation
New directives to comply with Lean Six Sigma
Continuous process improvement
Must have Key Performance Indicators
Must have visibility to identify bottlenecks before they become business problems
Must have visibility to identify business process trends and usage
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User Productivity Reports
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System Configuration Accuracy
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System Usage and Trending
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Expansion
Expanding Further...
Analytics can be extended to bring in new data sources
Operational data (other capture-related systems)
Quality control
Financials
HR
CRM
And more
Full insight platform required
Segmentation of environments – projects by functional area
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Training and Preparation
What’s Next – How to Be Prepared
Training Available
Classroom
Onsite
Computer-based training (CBT)
Documentation
Kofax Analytics for Capture administrator’s guide
Kofax Analytics for Capture release notes
Report dependency guide
Kofax Analytics for TotalAgility administrators guide
Engage Kofax Professional Services (KPS) as needed
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Questions?
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For further information, please contact: Matt Finch, Senior Solutions Engineer [email protected]; +1 (949) 521-4291
Uriah Hakala, Senior Director, Professional Services [email protected]; +1 (312) 498-1816
