EMC Captiva Capture Solution for Document Service Providers

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View this presentation that focuses on the Business Process Outsourcing (BPO) competencies and how it relates to Document Service Provider (DSP), how DSP’s equate their services to the capture market as a whole, and what specific capture solutions they can provide to help them generate more revenue and win more customers.

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  • A lot of things have evolved and consistently change as a sign of the times. The evolution of the telephones to mobile devices, from gas power to electricity, from horse and buggy to air travel, etc. These changes mainly address conveniences to make life easier and a lot more manageable. This is no different to what organizations are constantly looking into. They are looking for changes that will help them reduce costs, improve productivity, generate more revenue and mitigate any risks.
  • At the same time, IT departments are constantly on the look out for the next big thing to implement without disrupting the entire infrastructure. Technology is ever-evolving and solutions are being available to solve and manage organizations’ ever-changing environments. From hardware, software to services, IT is looking into several options to help run the business more efficiently and effectively with the least amount of investment.
  • But IT realizes that it is not all that easy searching for the next big thing. There is too much complexity involved in implementing any changes to IT processes that can affect the infrastructure as a whole. So in essence, 77% try to keep existing systems moving forward, while providing the necessary support and maintenance. And there’s that 23% that is delivering new systems and capabilities and merging them with existing systems. Overall, organizations are frustrated and so is IT. But this does not mean that everything will remain as status quo. IT continues to look for new solutions and platform offerings. Eventually some solution will emerge that is worth considering and implementing.
  • A key definition of note that is used throughout this presentation:DPS - Document Processing Services - include services such as Facilities Management, Off-site Statement Printing, Off-site Imaging & document Capture, Contracted Print Services, and Copy Centers, to name just a few
  • The diagram shows the big picture of the outsourcing market as a whole.Document processing services (DPS) – is unique since it is a hybrid. Apart from selling into information and knowledge managers, you may need to sell to LOB as well as IT managers.Information technology outsourcing (ITO) – is very data-intensive for IT manager. These are traditional data center management environments with focus on the IT managers.Business process outsourcing (BPO) – is typically labor-intensive with the business manager as the primary target. These are typical of payroll management, help-desk and call center management for payroll processing, etc. All of these different competencies are intersecting and converging such that: Managed services for office devices and print centers is an offering that ITO and DPs can both offer Transaction management and hosted content services is an offering that DPS and BPO can both offer e.g. HR on-boarding, AR processing, etc. Application Outsourcing is an offering that BPO and ITO can both offerITO has the biggest market segment, followed by BPO and finally by DPS.
  • Hosted Repository Services consists of the following: Capture and intelligent content services (projected $6B market)– text mining and extract meaning out of content eDiscovery (projected $3B market) – extract content and prepare data for court and litigation purposes Email hosting (projected $0.5B market) – outsourcing of email and email management into the “cloud”Document Output Services – for print and fulfillment services and consists of the following: Forms management, commercial printing, transaction printing – matching variable data to templates and utilizing high-volume printersDistributed Output Services is managing the office assets e.g. introducing MFPs into the environments to achieve savings and better ROI
  • The Production market for capture has dominated the market and this is where Captiva has a strong presence.The On-demand segment has been more synonymous to distributed capture environments wherein you utilize SW applications/middleware to enable MFPs/AIO devices within an organization to satisfy scan to email, expense receipts, patient records, etc. type of processes.The Application specific segment is also accelerating by providing solutions to the address the LOB requirements and challenges.
  • And if you look at the same diagram in a different point of view, On-Demand really translates to the digital office distributed market segment. This is where capabilities are being pushed to the knowledge workers who can participate and be productive anywhere within the organization. They can capture the information at the point of entry, process them locally and electronically send the business-ready content over to a central repository for further processing. These capabilities in themselves generate surmountable savings helps raise customer satisfaction levels for the organization.
  • At the same token, the Production segment is very much similar to the Digital mailroom concept. This is where your enterprise level automation occurs. This is where high-volume document capture or automated classification and/or recognition technologies can identify millions of documents coming into the system that are processed and then delivered to backroom repositories or other back-end systems for further processing.
  • And finally the Application-specific segment is similar to Capture for business process. This is where you process the LOB applications after capturing the information from the documents processed, validated and extracted. This is where the processes related to HR on-boarding, AP processing, new account openings, to name a few specific activities occur within the business workflow cycle.
  • All these specialized segments are tied together by the core technology that it supports namely, OCR, ICR, IMR, etc. These technologies help pull together the data needed to feed-in back-end systems and repositories for further processing and management.
  • But the business process outsourcer (BPO) has challenges that they need to address and face. These challenges are:Several different customersMulti-site platformsCompliance and quality issuesCustomer SLA requirements:On-timeEfficiency levelsScalability issuesResiliencyComplianceSo the BPO needs to implement experienced and proven multi-process solutions that address these challenges. An enterprise-based solution that can address several processes, high-volumes, multi-level resources, highly available, as well as being compliant.
  • Although paper has proven to be inefficient, it is not going away any time soon. If anything, there is plenty of evidence that the amount of paper in the workplace is steady or even on the rise.All that talk in the early 1990s about the paperless office was just that: TALK.Paper remains an issue that organizations must confront. Important business processes continue to rely upon paper documents to participate in transactions, and increasing regulations and legal costs are forcing organization to figure out how to get control of their paper documents.“The ‘paperless society’ goal is a very nice and noble one…Unfortunately, I don't see any trace of progress toward it.” Arpad Horvath, University of California, Berkeley“Paper use is rising by up to 8 percent every year with the average $1 billion company generating more than 88 million pages annually.” Lexmark“The number of documents generated—both electronically and on paper—will soar to 20 trillion over the next five years.”Xerox
  • Many industries rely heavily on paper documents to communicate and deliver services to customers. Documents are received as paper files and routed through complex workflows to make important business decision. Even when business processes are not involved, paper remains an important part of a business’s compliance or eDiscovery initiative. Unfortunately, working with large volumes of paper documents and files presents several challenges:Managing sheer volume can be a daunting task, especially when an organization must process a wide variety of document types and formats. Relative to digital data, paper documents are expensive to process, and difficult to search, locate, retrieve, share, and manage in a workflow. In addition, paper files can only be processed sequentially — one document at a time.The reality is that documents are the life blood of your organization. Businesses that continue to manage critical information on paper are preventing their employees from having the necessary global access to important business information.In a paper-based environment, it can be difficult to establish effective controls and monitor activity to ensure compliance with regulations.Some important facts regarding paper documents. The typical organization…Spends $20 in labor to file each documentSpends $120 in labor searching for each misfiled documentLoses one out of every 20 documentsSpends 25 hours recreating each lost documentSpends $8 to process every invoice—70 percent (or $5.60) of which is related to document handlingSources: PricewaterhouseCoopers and IAPP (International Accounts Payable Professionals)
  • The Digital Office represents a capture solution that enables customers to transform their paper documents into electronic images. After being captured, these documents may be stored in an electronic content management (ECM) system or in an electronic archive. Leveraging index information collected during the capture process, documents may be quickly located and retention policies may be applied.Digital Office solutions eliminate paper storage and management costs, and enable paper documents to participate in an organization’s compliance strategy. <note a customer that is reducing costs by capturing documents in a DO scenario>The Digital Mailroom helps many organizations that are focused on capture to address the simple storage and routing challenges that paper creates within their businesses. In many other cases, however, paper is a key component within business processes upon which the business operates. In key vertical markets and in many departments, key business transactions are unable to control the costs of processing paper documents or are hopelessly slowed down by the manual processing requirements of paper documents.Capture for business processes consists of key applications, such as claims processing, new account opening, and loan processing, leverage capture to organize the incoming documents, automatically extract all relevant business data from these documents, and deliver this data to a business system to quick process the business transaction.By automating data entry, transactional capture solutions deliver increased cost savings, and because the data extraction can be automated and done very quickly, deliver very strong productivity benefits. <note a customer that has optimized a business process by capturing paper documents>
  • Once documents have been captured, Captiva provides complete connectivity to integrate fully with any back-end repository or business system. Captiva integrates not only EMC repositories, such as Documentum or ApplicationXtender, but also Microsoft SharePoint, IBM, FileNet, and most other leading ECM repositories.Captiva capture solutions feature direct, API-to-API integration with a back-end system, providing better performance, more reliability, and more functionality than other solutions. For example, Captiva’s integration with Documentum offers flexibility on where documents are stored, what index values are associated with each document, and who has permission to view them. In addition, when a document and its index data is delivered to Documentum, the exporter can initiate a workflow into a business process or workflow to carry out further tasks associated with the review and approval of the information/documents.Captiva also exports to standard image and data formats to support integration in unique repositories or business systems.
  • Although many companies today are using capture solutions in a centralized environment, there is a growing movement among organizations to push the capture of information to the locations where paper first enters the company. Key studies show that distributed capture is expected to grow significantly over the next few years and more companies are looking for solutions to automate the capture of paper at remote locations and integrate distributed capture with back-office processes. This movement to distributed capture can be attributed to a number of factors, including lower bandwidth cost, low-priced desktop scanners, the emergence of MFP devices, and general acceptance of moving information electronically versus shipping paper.
  • Although many companies today are using capture solutions in a centralized environment, there is a growing movement among organizations to push the capture of information to the locations where paper first enters the company. Key studies show (see data points below) that distributed capture is expected to grow significantly over the next few years and more companies are looking for solutions to automate the capture of paper at remote locations and integrate distributed capture with back-office processes. This movement to distributed capture can be attributed to a number of factors, including lower bandwidth cost, low-priced desktop scanners, the emergence of MFP devices, and general acceptance of moving information electronically versus shipping paper.At the same time, many companies have moved the date entry or correction from the local scanning center to locations with cheaper labor within the U.S. or overseas to places like India. Captiva is architected to handle this need for remote indexing in a variety of ways.Captiva solutions support various ways of capturing documents:Batch capture: High-volume, dedicated capture from central locations Distributed batch capture: High-volume capture from branch offices in different geographies—running InputAccel servers locally or connecting Scan and Index modules over a WANNetwork-attached MFPs: Ad hoc, low -volume, distributed among various locationsDirect-attached scanner via Web client: Low-volume, ad hoc scanning from remote offices; can work in an offline environmentRemote index client: Low-to-mid volume indexing at remote offices utilizing eInput Remote Scan and Index via direct connect to InputAccel server: Running InputAccel Scan and Index over a WANRemote indexing (via Citrix): Utilizing Citrix to run InputAccel index clients at remote officesAnd some of the key reasons and benefits sought by organizations include:Improve business processes—As more services are delivered at remote locations, it has become vital that the processes are improved for ingesting content at those remote locations instead of waiting for it to be shipped to a central location. Improve customer service—By improving their processes for capturing content locally, companies can deliver better customer service by having access to the content they need quicker. Reduced document-processing time—By expediting the capture of information and documents locally, downstream processes are improved because documents are not misplaced and information is validated further upstream, before the documents are sent off to a another location for further processing.
  • A key element of Captiva’s Intelligent Capture suite is its IDR technologies. These technologies add advanced technologies to dramatically enhance the ability to capture, organize, and transform any type of document into usable business data. Captiva advances the technology in three key areas: classify, extract, and validate.With Captiva’s Intelligent Classification technologies, documents can be identified based on their physical appearance—which is great for structured forms—or by the text content within the document, which is required for less-structured documents such as invoices or even legal documents. Captiva’s IDR technologies dramatically reduce the work required to prepare documents to be captured, significantly reducing the costs associated with capturing documents and speeding the transformation from paper documents into business-ready information.Once documents are classified, data is typically extracted from the documents. In some cases, this is achievable using traditional capture techniques, either with data keyers or by extracting data from known areas of the document, such as the upper-right-hand corner. As more and different types of documents are being captured, the exact location of the information isn’t always known. It could be an invoice where the data may be in different locations, depending upon the vendor, or it could be a piece of correspondence, where the address block could be anywhere. Captiva’s IDR technologies allow users to leverage both high-speed and accurate zonal extraction techniques to extract data from known, structured document types and highly flexible freeform extraction technology to extract information regardless of where it is located. Table-reading extraction also enables extraction of data from complex billing documents.EMC’s customer say that the costs of finding inaccurate information later in the process are prohibitive, so as a best practice, EMC encourages its customers to take advantage of several forms of validation to ensure accurate information is captured and delivered to back-end systems. This makes documents easier to find and your business processes more reliable; of course, it also saves time and money. Captiva features validation of data against other data sources, such as ERP or other databases, and it enables organizations to compare data against business rules to ensure that it is captured accurately and meets expectations.Together, Captiva’s IDR technologies advance document capture far beyond traditional capture solutions, providing far more value by addressing many more applications and providing better transformation of documents into usable information. The IDR technologies help reduce costs, accelerate capture and improves accuracy.
  • A key element of Captiva’s intelligent capture suite is its intelligent document recognition technologies—or IDR. These technologies dramatically enhance the ability to capture, organize, and transform any type of document into usable business data. Captiva advances the technology in three key areas: classify, extract, and validate.Captiva intelligent capture solutions leverage the Digital Mailroom’s classification capabilities, enabling documents to be quickly identified based on their physical appearance—which is great for structured forms—or by the text content within the document—which is required for less structured documents, such as invoices or even legal documents. Captiva’s classification technologies dramatically reduce the work required to prepare documents to be captured, significantly reducing the costs associated with capturing documents and speeding the transformation from paper documents into business-ready information.A key element of transactional solutions is data extraction, completely transforming a paper document into electronic business data. In some cases, this is achievable using traditional capture techniques, either with data entry operators, or by extracting data from known areas of the document, such as the upper right-hand corner. As more and different types of documents are being captured, the exact location of the information isn’t always known. The third important component of IDR is validation. EMC’s customers tell us that the costs of finding inaccurate information later in the process are prohibitive, so as a best practice, EMC encourages customers to take advantage of several forms of validation to ensure accurate information is captured and delivered to back-end systems. This makes documents more findable, it makes your business processes more reliable, and of course, it saves time and money. Captiva features data validation against other data sources, such as ERP or other databases, and it enables organizations to compare data against business rules to ensure that it is captured accurately and meets expectations.Together, Captiva’s IDR technologies advance document capture far beyond traditional capture solutions, providing far more value to customers by addressing many more applications and providing better transformation of documents into usable information. Organizations like State Farm are leveraging Captiva’s automated data extraction and validation capabilities to eliminate over 60% of the data entry operators required when they were doing manual data entry.
  • Transaction Capture is designed to capture documents as soon as they enter an organization, digitize the document into an electronic image, and then, based upon the document type or data extracted from the document, route the document to the appropriate business system. By providing customers with superior document classification technology, customers can establish much more useful capture processes. Captiva’s classification employs several techniques – both graphic-based and image-based – to classify all incoming documents with maximum speed and accuracy.Graphic techniques are extremely fast—over 40 pages per second—and very accurate for more structured documents, such as forms. Documents can be identified by looking at the entire page or by looking at a very specific location on the document to identify it. But graphic techniques will not work on all documents, so Captiva complements these techniques with text-based classification. Text-based classification recognizes some, or all, of a page and analyzes the text content, either looking for keywords that indicate the document type or comparing the text against sample documents. The combination of these techniques is what makes Captiva’s solutions stand out—high performance, high accuracy, and complete coverage enables customers to receive the maximum value from this solution.By applying these classification techniques to identify all incoming documents, organizations can eliminate the manual document sorting, barcode stickers, and separator sheets that require additional personnel and slow down the capture of important documents.
  • With Intelligent Data Recognition (IDR), several significant features are offered and benefits that are delivered:No need for bar codes: Intelligent data recognition can identify document sets without any manual pre-sorting or preparation of documents. Historically, organizations have had to use separator sheets, barcodes, or patch codes to enable software to identify documents. The process is typically time-consuming and slow.Prioritizes documents by levels of urgency: Manual processing does not discern between urgent documents and regular information. Quick actions and decisions are not made on time, resulting in a high risk of loss and legal exposure. IDR streamlines the flow of information and can define priority based on processing document types. This helps reduce manual document sorting and lowers operational costs.Indexes data based on document subject : During classification, pre-indexing can be performed which feeds the content management systems downstream and easily allows documents to be searched. Pre-indexing allows users to detect if a document set contains all the intended document types. For example, to apply for new insurance, the document set must include the form sheet, copy of the ID license, and copy of the tax form. IDR can inform that the document set is not completed if the ID license is not detected and eliminating costly errors.Automatically forwards documents to the appropriate departments at one or several sites: Leveraging intelligent document recognition capabilities enables documents to be quickly identified and forwarded to the right departments, people, and processes thus eliminating manual routing of documents and helps accelerate processes.
  • The latest EMC Captiva InputAccel advancements enable SI’s, value-added-resellers, and IT organizations to rapidly build document capture processes in a matter of a few hours, at a substantially lower cost and with less resources, emphasizing configuration versus coding.  Delivering a new standard in capture process development, the new InputAccel CaptureFlow Designer brings together the advanced document capture capabilities of the Captiva Intelligent Capture platform, providing a drag-and-drop process development environment for building capture processes that capture , classify documents, extract information, validate, and deliver information to key business systems and processes.
  • The Key BPO benefits are:Provide cost savingsCapital expense becomes variableReduce labor costsReduce overheadProvide flexibility for businessesEnables scalability of servicesAddress multi-national concernsEnable business to focus on their core competenciesRemoves non-core operational activities and expensesMore focus on line of business expertise
  • Why choose EMC?EMC delivers unrivaled system performance and business value for Document Process OutsourcersOne platform, Broad spectrum of features & functions: Extensible & reliable & scalable architecture, Rapid Application Development Environment, Remote administration, Reporting, multi-processes & muti-tenancy model and high-availability.Flexible usage based model reduces the need to make large capital investment upfront: Licensing Model in tune with your Business Model and optimized for Multi-Sites deployment. First provider of BPOs in Advanced & Agile Document Processing solutions: Quickly assemble business solutions with faster time to market
  • Gartner has estimated thatthe worldwide BPO market is expected to grow from $160.7B in 2008 to $235.2B by 2011, CAGR (10.3%)The breakdown is as follows:Demand Management (11%)Enterprise Services (10.5%)Supply Management (9.7%)Vertical Operations (9.6%)EMEA: Near shore delivery in Poland, Romania, Ireland, North African to serve UK and growth in Continental EuropeNA: On second round of contracts; deals are smaller and more focused; ASIA: Growth opportunities in Japan, NZ, Australia, South Korea, Singapore, India, China
  • McKinsey Global Institute has also stated that the global "addressable" BPO market is worth $122 - $154 billion, of which: 35-40 retail banking25-35 insurance20-25 is finance, accounting and HRNational Association of Software and Services Companies (NASSCOM)By 2010 India's IT-BPO industry could potentially generate US$60 billion in export revenues, account for 8% of the GDP, pay for a massive infrastructure build-out, and sustain around 10 million jobsSo there is a significant market out there and ever-growing. Some of the economic dynamics are changing since these studies were published and as we speak.It’s a significant market and growing. Many economic dynamics have changed since these studies.
  • This is a partial list of BPOs that have partnered with EMC worldwide.
  • EMC Captiva’s intelligent capture solutions capture information from a wide variety of file format and document types.The Captiva suite of products help you capture business critical information from paper, fax, and electronic data sources and transform it into business-ready content suitable for storing in into back-end systems and repositories. You’ll easily capture millions of documents annually – quickly and accurately converting their contents into usable graphic formats and using index data to control where information is stored, and enable it to be quickly found.EMC Captiva provides industry leading capabilities, delivering a robust enterprise architecture that enables capture to be deployed throughout an organization, supporting the centralized capture of millions of pages daily or the distributed capture of documents throughout an world-wide organization. EMC Captiva systems support centralized management of these distributed systems, and its capabilities can be fully customized and integrated into other enterprise systems to meet business requirements.For example, by scanning all documents within its legal department, a leading pharmaceutical company has achieved significant labor productivity improvements among its high-value staff and reduced costs for physical storage space, shipping costs, and paper suppliers. The company achieved a return on investment of 113 percent with a payback period of 18 months. After having the system in place for three years, the company has saved an estimated $17.9 million by scanning in all documents.
  • Below are some key benefits the BPOs offer their end-users:Reduce organizations’ operating costs—automated document preparation, data entry, etc.Reduce paper costs—lost, duplicated, shipped, handled, filed, etc.Improve the quality of the information that is driving organizations’ critical business processesAccelerate business processes—immediate access to all information and supporting documentationProvide enterprises with stronger compliance control—enforced electronic retention and redundancyAccelerated time to value and realize business
  • EMC Captiva Capture Solution for Document Service Providers

    1. 1. Delivering Document Capture for Business Process Outsourcing<br />How EMC Captiva Solution Offerings Can Help<br /><Presenter><br />EMC Corporation<br /><Date><br />
    2. 2. Things Change<br />"It is not the strongest of the speciesthat survive, not the most intelligent, but the ones most responsive to change.” Charles Darwin<br />
    3. 3. The Big Question<br />?<br />What’sNext<br />in<br />
    4. 4. IT Infrastructure Needs to Change<br />23%delivering<br />new capabilities<br />77%“keepingthe lights on”<br />Too much complexity<br />Too hard to change<br />The business is frustrated<br />IT is frustrated<br />New thinking is emerging<br />
    5. 5. Key Definition<br />DPS – Document Processing Services<br />“a subset of BPO that requires specific services work related to off-site imaging and document capture that is outsourced”<br />
    6. 6. DPS Develops BPO Competencies<br />Document Processing Services (DPS)<br /><ul><li> Document intensive
    7. 7. Information and knowledge managers</li></ul>Managed services for office devices and print centers <br />“Transaction management” and hosted content services <br />Information technology outsourcing (ITO)<br /><ul><li> Data intensive
    8. 8. IT managers</li></ul>Business process outsourcing (BPO)<br /><ul><li> Labor intensive
    9. 9. Business managers</li></ul>Application Outsourcing<br />Source: Forrester Research<br />
    10. 10. Document Output Services<br />Email Hosting<br />Hosted Repository Services<br />Capture and intelligent content services<br />Fulfillment Services<br />MFP and distributed workflows<br />Marketing communications<br />Report and statement archiving<br />Forms management<br />Workflow BPM<br />Print procurement<br />Web-to-print and distributed applications<br />Office Managed Services<br />eDiscovery<br />Print and Mailroom facilities management and outsource<br />Commercial printing<br />Physical and electronic records management<br />Transaction printing<br />Distributed Output Services<br />Document Processing Services Segments<br />Source: Forrester Research<br />
    11. 11. Document Output Services<br />Email Hosting<br />Hosted Repository Services<br />Capture and intelligent content services<br />Fulfillment Services<br />MFP and distributed workflows<br />Marketing communications<br />Report and statement archiving<br />Forms management<br />Workflow BPM<br />Print procurement<br />Web-to-print and distributed applications<br />Office Managed Services<br />eDiscovery<br />Print and Mailroom facilities management and outsource<br />Commercial printing<br />Physical and electronic records management<br />Transaction printing<br />Distributed Output Services<br />Expanding and Specializing Capture Market<br />Source: Forrester Research<br />
    12. 12. Expanding and Specializing Capture Market<br />Document conversion<br />Digital Office<br />Litigation Support<br />Device Middleware<br />Desktop Scanning<br />Patient Records<br />Device Enablement<br />Scan to email<br />Expense Receipts<br />Source: Forrester Research<br />
    13. 13. Expanding and Specializing Capture Market<br />Digital Mailroom<br />Back-Office Capture<br />Backfile conversion<br />Scan to Archival<br />Account Opening and Servicing<br />Digital Mailroom<br />Source: Forrester Research<br />
    14. 14. Expanding and Specializing Capture Market<br />Retail Lockbox<br />Check Processing<br />Forms Processing<br />Invoice processing<br />Wholesale Lockbox<br />Claims Processing<br />Capture for Business Process<br />Source: Forrester Research<br />
    15. 15. Digital Mailroom<br />Document conversion<br />Digital Office<br />Litigation Support<br />Back-Office Capture<br />Device Middleware<br />Backfile conversion<br />Retail Lockbox<br />Desktop Scanning<br />Patient Records<br />Scan to Archival<br />Check Processing<br />Account Opening and Servicing<br />Forms Processing<br />Invoice processing<br />Device Enablement<br />Monitoring and Management<br />Wholesale Lockbox<br />Claims Processing<br />Scan to email<br />Digital Mailroom<br />Expense Receipts<br />Expanding and Specializing Capture Market<br />Core Extraction Technology<br />Machine text, cursive, hand print, mark, special<br />Transformation and Extraction Management<br />Capture for Business Process<br />MFP Enablement <br />Source: Forrester Research<br />
    16. 16. <ul><li>Reduce Time Processing
    17. 17. Manage Paper Logistics</li></ul>Experienced Platform<br /><ul><li>Several Processes
    18. 18. Several Volumes
    19. 19. Multi-level Services</li></ul>Multi-process Solution<br />BPO Challenges <br />One Enterprise Platform<br /><ul><li>Several Processes
    20. 20. Several Volumes
    21. 21. Multi-level Services
    22. 22. Reduce Product Ownership Cost
    23. 23. Simplify IT Architecture
    24. 24. High Availability</li></ul>Compliant Solution<br /><ul><li>Legal Laws
    25. 25. Internal Rules
    26. 26. Customer Rules</li></ul>Compliant & <br />Quality<br />Several Different Customers<br />Multi-sites Platform<br />Multi-process Solution<br /><ul><li>Re-using Processes
    27. 27. Separate Processes</li></ul>Customer SLA Requirements<br />On-time, Efficient, Scalable, Resilient, Compliant<br />
    28. 28. Annual paper consumption Worldwide…<br />20<br />Million Tons<br />Paper is, and will continue to be a critical component of business transactions.<br />
    29. 29. Each document costs you…<br />$20 in labor to file<br />$120 in labor searching<br />$1 per document to store<br />$5 per document to retrieve<br />…and on average, 5% of documents are lost<br />25 hours to recreate<br />
    30. 30. Process-ready Business Data<br />Business-critical Documents<br />“Intelligent capture” applies advanced recognition technology to capture documents and other data types, transforming this information into usable business data, while reducing data entry costs and improving productivity<br />EMC Captiva Intelligent Capture<br />
    31. 31. Capture for Business Processes<br />Addressing Line of BusinessPaper Challenges<br />Degrees of Capture Solutions<br />Digital Mailroom<br />Leveraging Automation toIncrease Productivity<br />Digital Office<br />Reducing Paper Costsand Compliance Risks<br />
    32. 32. Captiva Platform<br /><ul><li>Invoice Number
    33. 33. Vendor Name
    34. 34. Purchase Date
    35. 35. Subtotal
    36. 36. Grand Total
    37. 37. Payment Terms
    38. 38. 10010
    39. 39. Acme Products
    40. 40. 30 January 2008
    41. 41. $ 6,014.81
    42. 42. $ 6,025.88
    43. 43. Net 30 Days</li></ul>Capture<br />Classify<br />Extract<br />Validate<br />Deliver<br />Captiva Intelligent Capture leads the way<br />Superior enterprise document capture architecture<br />Flexible centralized and distributed deployment options<br />Centralized administration of distributed server environments<br />Integrate with enterprise business systems with SOA and .NET support<br />
    44. 44. Connecting to all Enterprise Systems<br />Other Applications<br />
    45. 45. Capture from Anywhere<br />Batch Capture<br />Desktop Scanners<br />Fax Machines<br />Multi-function Peripherals<br />Remote, browser-based capture<br />Capture from anywhere into ECM systems throughout departments or entire enterprise<br />
    46. 46. Supporting All Capture Environments<br />Centralized Batch Capture<br />Email Integration<br />Fax Machine Integration<br />Networked MFP Capture<br />Ad-Hoc Desktop Capture<br />Ad-Hoc Browser-based Capture<br />
    47. 47. Capture at Point of Entry<br />European Business Process Outsourcing Firm<br />The company specializes in providing successful IT solutions, managed infrastructure and BPO services. Its expertise is based on years of experience in providing solutions to BASF, one of the world’s leading chemical companies.<br />Results<br /><ul><li>Captiva Document Capture solution provided quick access to digital information from any location
    48. 48. Quickly improved business processes and achieved their key savings objectives
    49. 49. Required minimal training to run the document capture system
    50. 50. Solution worked with a variety of document scanners.
    51. 51. Consistently sustained no single failure or loss of data.</li></ul>Utilizing distributed document capture, as part of their overall ECM services offering<br />
    52. 52. Automating Manual Tasks<br />Automate document classification<br />Automate data indexing<br />Do more with fewer resources<br />Reduce costs, accelerate capture, and improve accuracy<br />
    53. 53. Intelligent Document Recognition<br />Intelligent Document Recognition<br /><ul><li>Invoice Number
    54. 54. Vendor Name
    55. 55. Purchase Date
    56. 56. Subtotal
    57. 57. Grand Total
    58. 58. Payment Terms
    59. 59. 10010
    60. 60. Acme Products
    61. 61. 30 January 2008
    62. 62. $ 6,014.81
    63. 63. $ 6,025.88
    64. 64. Net 30 Days</li></ul>Capture<br />Classify<br />Extract<br />Validate<br />Deliver<br />Classify<br />Extract<br />Validate<br />Captiva Intelligent Document Recognition automates document processing:<br /><ul><li>Image- and text-based classification to automate document identification
    65. 65. Zonal and intelligent freeform recognition to transform documents into data
    66. 66. Effectively control business processes by validating extracted data
    67. 67. Automation reduces data entry costs and speeds document processing</li></li></ul><li>Identification<br />Classification & Extraction<br />Routing & Workflow<br />Intelligent Document Classification<br />
    68. 68. Intelligent Data Recognition <br /><ul><li>OCR, barcodes, ICR, OMR
    69. 69. Reduce manual document sorting and lowers operational costs
    70. 70. Eliminate costly errors
    71. 71. Accelerate processes</li></ul>Ensure accuracy and reliability of documents processed and data extracted from each scanned page <br />
    72. 72. Increased Savings<br />A UK-based Data Processing Service Bureau<br />This company offers a wide range of services that meet client-specific demands which typically include response handling, data capture from a mixture of formats and data analysis to a wide range of vertical markets and commercial organizations.<br />Results<br /><ul><li>Captiva Document Capture solution provided scalable and innovative solution to extract data from documents being processed
    73. 73. Was able to triple its forms processing capability within the space of six months, to over 20,000 forms per day
    74. 74. No need to employ additional data entry operators
    75. 75. Ability to secure larger corporate business throughout the UK.</li></ul>Utilizing document capture, helped to streamline the data extraction process<br />
    76. 76. Quickly Automate Capture Process<br />Easily address ever-changing document capture business requirements<br />Quickly organize document and data process flows<br />Ensure reliability and quick implementation of capture processing flows <br />
    77. 77. Assembling the Process Flow<br />Rapid Configuration<br /><ul><li>Graphical drag-and-drop design of capture processes
    78. 78. Design capture flows in a matter of hours
    79. 79. Quickly modify capture flows as business requirements change</li></li></ul><li>Quickly Reap the Benefits<br />US East Coast-based Business Process Outsourcing Firm<br />The company provides archival records management services to its clients, and has progressed to offer electronic mailroom processing, document and data capture, forms processing, records management, backup data storage, and fulfillment services.<br />Results<br /><ul><li>Average turnaround for paper to electronic delivery was six hours, versus two or more days for the prior manual process
    80. 80. Provided a 100% audit on each file to ensure that each page is scanned and endorsed with a document
    81. 81. Has processed more than 500 million images with the solution performing at a quality rate of 99.1%
    82. 82. Hard cost savings exceed $4 million to date, with additional benefits in increased customer satisfaction</li></ul>Quick implementation of document capture work flows contributed to operational savings<br />
    83. 83. Key BPO Benefits<br /><ul><li>Cost savings translates to $ millions
    84. 84. Capital expense become variable
    85. 85. Reduce labor costs & overhead</li></ul>Provide Cost Savings<br /><ul><li>Improve overall business productivity by 35%
    86. 86. Enables scalability of services
    87. 87. Addresses multi-national concerns</li></ul>Provide Flexibility for Business<br /><ul><li>Accuracy and performance quality is achieved up to 99%</li></ul>Enable Businesses to Focus on Core Competencies<br /><ul><li>Removes non-core operational expenses
    88. 88. More focus on LOB expertise</li></li></ul><li>Why choose EMC?<br />EMC delivers the most advanced solution to address Document Capture & Process Outsourcing challenges – reducing Total Costs of Ownership resulting in faster time to market<br />EMC delivers unrivaled system performance and business value:<br />One platform, broad spectrum of features & functions<br />Flexible usage based model reduces the need to make large capital investment upfront<br />First provider of BPOs in Advanced & Agile Document Processing solutions<br />
    89. 89.
    90. 90.
    91. 91. Market Sizing <br />BPO market to grow from $160.7B in 2008 to $235.2B by 2011<br />CAGR (10.3%)<br />Demand Management (11%)<br />Enterprise Services (10.5%)<br />Supply Management (9.7%)<br />Vertical Operations (9.6%)<br />Source:<br />
    92. 92. Market Trends<br />35-40 Retail Banking<br />25-35 Insurance<br />20-25 Finance, Acctg and HR<br />The global BPO market is worth $122 - $154 billion<br />McKinsey Global Institute<br />India’s IT-BPO will generate US$60 billion by 2010<br />National Association of Software and Services Companies (NASSCOM)<br />It’s a significant market and growing. Many economic dynamics have changed since these studies.<br />
    93. 93. EMC BPO Product Stack <br />Collaboration<br />Archive<br />Deliver<br />Store/Manage<br />Capture<br />xDoc OEM Edition<br />CS OEM Edition<br />Captiva Pixtools<br />eRoom<br />Documentum High Volume Server<br />xDB OEM Edition<br />Captiva Input Accel<br />XML Dynamic Delivery Services OEM Edition<br />XML Component Services OEM Edition<br />Captiva Dispatcher<br />xPression<br />Captiva eInput<br />XML Diff Engine <br />OEM Edition<br />Captiva Quick Scan Pro<br />IRM<br />AX<br />
    94. 94. EMC BPO Partners<br />CB Info<br />
    95. 95. Automation in the Mailroom<br />Fax<br />DELIVER<br />PROCESS<br />CAPTURE<br />ACCOUNTSPAYABLE<br />E-mail<br />ERP<br />Approval<br />CUSTOMERSERVICE<br />OfficeDocs<br />CRM <br /><ul><li>10010
    96. 96. Acme Products
    97. 97. 30 January 2008
    98. 98. $ 6,014.81
    99. 99. $ 6,025.88
    100. 100. Net 30 Days</li></ul>DOC<br />NEW ACCTOPENING<br />IncomingPaper<br />CASEMGMT<br />
    101. 101. Benefits That BPOs Can Offer End-users<br /><ul><li>Reduce organizations’ operating costs
    102. 102. Reduce paper costs
    103. 103. Improve the quality of the information
    104. 104. Accelerate business processes
    105. 105. Provide enterprises with stronger compliance control
    106. 106. Accelerate time to value and realize business</li>

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