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Maximizing the Value of            Automated IndexingMonday, June 11, 2012                             Confidential
What is Indexing?                        +   =Monday, June 11, 2012           2
What is Indexing?                        +   + Indexing =Monday, June 11, 2012                      3
What is Manual Indexing?Monday, June 11, 2012             4
What is Automated Indexing?Monday, June 11, 2012                5
Where can Automated       Indexing be Used?     FINANCIALS            SALES          CUST. SERVICE              HR        ...
Why use Automated Indexing?                        Benefits                        Reduces the time and cost of           ...
How does it work?        Automated Indexing can Handle:        Machine print OCR        Check box (OMR)        Signatur...
Automated Indexing is…                Simple OCR Solution                Simple to configure                Simple to use ...
Automated Indexing is best for…       Structured Documents                Applications, Printed Forms                   ...
Features of Automated Indexing             Document classification                       Select Document Type          ...
How it really works…           DOCUMENT CLASSIFICATIONMonday, June 11, 2012                12
What is Document Classification?           How can we tell one Document from Another?Monday, June 11, 2012               ...
Identify Document Type
Document Topology
Identification Zones
Automated Indexing can Searchfor Multiple Document TypesPrioritize, most common forms at top forFaster processing.
How it really works…           ZONAL (TEMPLATE) OCRMonday, June 11, 2012             18
It’s all about the Grid                        X                            yMonday, June 11, 2012            19
Form Setup – Page Registration
Form Setup – Registration Zone
Form Setup – Keyword Zone
How it really works…           BATCH PROCESSINGMonday, June 11, 2012             23
Form Identification                      = Purchase                           Order
Form Identification                      = Packing Slip
Form Identification                      = INVOICE
OCR Zones
Automated Indexing – Verify   Validation for suspect values & unidentified    documents   Suspect keywords in RED   Tab...
How it really works…           POINT & SHOOT INDEXINGMonday, June 11, 2012               29
Point and Shoot Indexing
How it really works…           LIVE DEMO!Monday, June 11, 2012             31
Automated Indexing Features                              Batch   Ad-hoc                           License    LicenseConfig...
Benefits – Faster Processing   Process Forms   Customer Service   AP-Early payment discounts   New orders   Applicati...
ROI – Resource SavingsManual indexing resource savings  User hours/day  ROI often received in less than a year.  Increase ...
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Automated indexing - Hyland Onbase

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Save time and money by automating your document indexing using Hyland's Onbase enterprise content management solution!

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Transcript of "Automated indexing - Hyland Onbase"

  1. 1. Maximizing the Value of Automated IndexingMonday, June 11, 2012 Confidential
  2. 2. What is Indexing? + =Monday, June 11, 2012 2
  3. 3. What is Indexing? + + Indexing =Monday, June 11, 2012 3
  4. 4. What is Manual Indexing?Monday, June 11, 2012 4
  5. 5. What is Automated Indexing?Monday, June 11, 2012 5
  6. 6. Where can Automated Indexing be Used? FINANCIALS SALES CUST. SERVICE HR MARKETING CORPORATE Invoices Order Entry Correspondence Application forms Leads & prospects Correspondence Order processing Contracts New account setup Resumes/CVs Customer info Litigation Cash receipts Lead tracking Service requests Benefits forms Competitive data Contracts Proof of delivery Forecasting Warranties Healthcare forms Surveys Expense accounts ProposalsMonday, June 11, 2012 6
  7. 7. Why use Automated Indexing? Benefits Reduces the time and cost of manual indexing Reduces indexing bottleneck Faster transaction completion Improves Data AccuracyMonday, June 11, 2012 7
  8. 8. How does it work? Automated Indexing can Handle: Machine print OCR Check box (OMR) Signature detection Point and shoot indexing ICR (Handwriting)Monday, June 11, 2012 8
  9. 9. Automated Indexing is… Simple OCR Solution Simple to configure Simple to use OnBase ClientMonday, June 11, 2012 9
  10. 10. 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 (?)Monday, June 11, 2012 10
  11. 11. Features of Automated Indexing  Document classification  Select Document Type  Indexing  Keyword value assignment  Auto-Fill Keyword Sets  Keyword Data Sets  MIKG – table data  Point and shoot indexingMonday, June 11, 2012 11
  12. 12. How it really works… DOCUMENT CLASSIFICATIONMonday, June 11, 2012 12
  13. 13. What is Document Classification?  How can we tell one Document from Another?Monday, June 11, 2012 13
  14. 14. Identify Document Type
  15. 15. Document Topology
  16. 16. Identification Zones
  17. 17. Automated Indexing can Searchfor Multiple Document TypesPrioritize, most common forms at top forFaster processing.
  18. 18. How it really works… ZONAL (TEMPLATE) OCRMonday, June 11, 2012 18
  19. 19. It’s all about the Grid X yMonday, June 11, 2012 19
  20. 20. Form Setup – Page Registration
  21. 21. Form Setup – Registration Zone
  22. 22. Form Setup – Keyword Zone
  23. 23. How it really works… BATCH PROCESSINGMonday, June 11, 2012 23
  24. 24. Form Identification = Purchase Order
  25. 25. Form Identification = Packing Slip
  26. 26. Form Identification = INVOICE
  27. 27. OCR Zones
  28. 28. Automated Indexing – Verify Validation for suspect values & unidentified documents Suspect keywords in RED Tab to keyword zooms in on zone
  29. 29. How it really works… POINT & SHOOT INDEXINGMonday, June 11, 2012 29
  30. 30. Point and Shoot Indexing
  31. 31. How it really works… LIVE DEMO!Monday, June 11, 2012 31
  32. 32. Automated Indexing Features Batch Ad-hoc License LicenseConfigure formsBatch process in Scan QueueRight-click processingPoint and shoot indexing
  33. 33. Benefits – Faster Processing Process Forms Customer Service AP-Early payment discounts New orders Applications
  34. 34. ROI – Resource SavingsManual indexing resource savings User hours/day ROI often received in less than a year. Increase throughput, or re-task resources!
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