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Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
Document Imaging  - Capturing the Right Information
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Document Imaging - Capturing the Right Information

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A short presentation on why document imaging makes sense and things to look out for in a document imaging solution

A short presentation on why document imaging makes sense and things to look out for in a document imaging solution

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  • 1. Document Imaging: Capturing the Right Information <br />Moderator: Dan Kim – Product Marketing Manager<br />Presenter: David Geddes – Manager, Sales Operations<br />
  • 2. Agenda<br />Business Challenges with Storing Paper<br />What is Document Imaging<br />Benefits of Document Imaging<br />Which Documents to Image<br />Key Productivity Features<br />Back-Scanning vs. Go-Forward<br />Indexing Deployment Models<br />
  • 3. Business Challenges with Storing Paper<br /><ul><li>High cost to create & store paper documents
  • 4. Recurring costs associated with re-prints & faxes
  • 5. Inefficient physical storage
  • 6. Difficulty accessing paper documents
  • 7. Delays & costs in resolving client inquiries
  • 8. Security & compliance risks</li></li></ul><li>Problems With a Paper-Based System <br /><ul><li>The average document gets copied as many as </li></ul> 19 times<br /><ul><li>7% of documents get lost
  • 9. 3% of documents are misfiled
  • 10. Office staff spend 5-15% of their time reading information, but up to 50% looking for it
  • 11. 90% of corporate intellectual property </li></ul> exists on paper<br /> Source: Coopers & Lybrand<br />
  • 12. The solution….. <br />Document Imaging<br />
  • 13. What is Document Imaging?<br />A set of tools designed to help you:<br /><ul><li>Scan any paper/hardcopy documents using existing multi-function printers or dedicated scanners
  • 14. Add the Indexing or Metadata information to the document to assist in organizing and finding imaged documents</li></li></ul><li>Document Imaging – The Process <br />
  • 15. What is Indexing?<br />
  • 16. Document Imaging - Benefits<br />BENEFIT TIME LINE<br />Cost Savings Achieved in a Few Months<br />Increased Staff Productivity Immediate<br />Enhanced Member Service Immediate<br />Increased Document Security Immediate<br />Business Continuity/Disaster Recovery Immediate<br />Enhanced Fraud Prevention Immediate<br />Improved Compliance Immediate<br />
  • 17. Cost/ Benefit Analysis<br />
  • 18. Document Imaging: Tactically Speaking<br /><ul><li>Where to Start?
  • 19. Which documents to image?
  • 20. What about existing files in storage?</li></li></ul><li>Which documents to capture?<br />Member service (KYC) and fraud prevention documents<br /><ul><li>Photo cards
  • 21. Signature cards
  • 22. Account opening agreements</li></ul>Lending documents<br /><ul><li>Loans
  • 23. Leases
  • 24. Mortgages</li></ul>Deposit Items<br /><ul><li>Cheques
  • 25. Teller receipts
  • 26. Remittance slips</li></ul>Internal Documents<br /><ul><li>Purchase orders
  • 27. Invoices</li></li></ul><li>Back-Scanning vs. Go-Forward<br /><ul><li>Scanning existing files currently in storage</li></ul>How many are there?<br />How much room does it take up?<br />Are we out of compliance by storing paper?<br /><ul><li>Scanning go-forward documents only</li></ul>How many are there?<br />How much room does it take up?<br />How often are they accessed?<br />
  • 28. Which documents to capture?<br />Member service (KYC) and fraud prevention documents<br />Photo cards<br />Signature cards<br />Account opening <br />agreements<br />Lending documents<br />Loans<br />Leases<br />Mortgages<br />Deposit Items<br />Cheques<br />Teller receipts<br />Remittance slips<br />Internal Documents<br />Purchase orders<br />Invoices<br />
  • 29. Document Imaging: Key Productivity Features<br /><ul><li>Help speed up the indexing
  • 30. Remove likelihood of operator errors
  • 31. Maximize data integrity
  • 32. Automate as much as possible</li></li></ul><li>Key Productivity Features<br />Database Lookup: use existing repositories of client data to auto-populate index fields. <br />Using a database allows you to create the optimal indexing structure without affecting the indexing & upload times.<br />
  • 33. Key Productivity Features<br />OCR & Barcode Support: using OCR or Barcodes to auto-populate index fields<br />
  • 34. Key Productivity Features<br />Document Presence Auditing: specify a list of required forms in a batch and alert users if required forms are missing<br />
  • 35. Key Productivity Features<br />Indexing Pre-Existing e-Files: assist with the indexing of files that are already in electronic formats and automate the upload to your Document Management system<br />
  • 36. Key Productivity Features Review<br /><ul><li>Help speed up the indexing
  • 37. Remove likelihood of operator errors
  • 38. Maximize data integrity
  • 39. Automate as much as possible</li></li></ul><li>Document Imaging: Deployment Models<br /><ul><li>Who does the scanning and/or indexing?
  • 40. How many indexing workstations do I need?
  • 41. Where does the work take place?</li></li></ul><li>Where Does the Scanning & Indexing Take Place?<br /><ul><li>Typically it’s the same staff that are manually filing the documents today
  • 42. Scanning & Indexing do not have to be done by the same person or even in the same location
  • 43. Indexing can be either be centralized or distributed</li></li></ul><li>Distributed Indexing<br />
  • 44. Centralized Indexing<br />
  • 45. Deployment Models Review<br /><ul><li>Consider the existing scanning technology available
  • 46. Balance the workload of indexing where appropriate
  • 47. Cross-reference with your ECM Strategy</li></li></ul><li>Overall Summary<br /><ul><li>Understand the challenges and costs associated with storing paper
  • 48. Build your business case
  • 49. Look for and make use of as many key productivity features
  • 50. Use your ECM Strategy to help guide you to the right deployment model
  • 51. Reap the benefits of document imaging</li></li></ul><li>Next Steps<br />Visit: www.doxim.com/knowmycba<br /><ul><li>Online Cost/Benefit Analysis Calculator
  • 52. eBook – Leveraging Your Document Repository
  • 53. Product Brochure: Doxim easyCapture
  • 54. Video on Document Imaging</li></li></ul><li>Visit www.doxim.com to learn more<br />Or contact us at webinar@doxim.com<br />Follow us on twitter @doxim_inc<br />

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