What’s New with Captiva 7.0

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Learn more about the new features and enhancements made to EMC Captiva as part of the 7.0 release.

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What’s New with Captiva 7.0

  1. 1. 1© Copyright 2013 EMC Corporation. All rights reserved. EMC CAPTIVA 7.0 INTELLIGENT ENTERPRISE CAPTURE RAUL GABRIEL SENIOR PRODUCT MARKETING MANAGER
  2. 2. 2© Copyright 2013 EMC Corporation. All rights reserved. What is EMC Captiva 7.0? • Captiva Capture 7.0 (formerly Captiva InputAccel) Core enterprise capture platform • Captiva Advanced Recognition 7.0 (formerly Captiva Dispatcher) Advanced document classification and data extraction
  3. 3. 3© Copyright 2013 EMC Corporation. All rights reserved. Key Messages PRODUCTIVITY Operators are more productive with new configurable layout and rich controls INTELLIGENCE Patent-pending text classification technology increases accuracy AGILITY Simplified development and configuration reduces time to deploy new solutions
  4. 4. 4© Copyright 2013 EMC Corporation. All rights reserved. Why Upgrade © Copyright 2013 EMC Corporation. All rights reserved. 4 PRODUCTIVITY A NEW DESKTOP CLIENT
  5. 5. 5© Copyright 2013 EMC Corporation. All rights reserved. Unified Operator User Interface Captiva Desktop Unified user interface drives improved productivity • Adaptable client for all types of use cases: indexing, high- speed data validation, image quality review • Built on a unified data model: easier setup and path add advanced recognition
  6. 6. 6© Copyright 2013 EMC Corporation. All rights reserved. Flexible Client Interface Captiva Desktop • Editable controls: text, list, combo, and check boxes • Character and field-level repair for highest productivity • Tool tips and custom error messages • New functionality to reduce scripting: field confirmation, document type rules Maximizes productivity and adapts to use cases
  7. 7. 7© Copyright 2013 EMC Corporation. All rights reserved. Tables: Switching Between Views Captiva Desktop
  8. 8. 8© Copyright 2013 EMC Corporation. All rights reserved. Tables: Switching Between Views Captiva Desktop
  9. 9. 9© Copyright 2013 EMC Corporation. All rights reserved. Action Drives Process Captiva Desktop: annotations Easily address process-driven requirements
  10. 10. 10© Copyright 2013 EMC Corporation. All rights reserved. Action Drives Process Captiva Desktop: field, page, and document flagging Easily address process-driven requirements
  11. 11. 11© Copyright 2013 EMC Corporation. All rights reserved. Why Upgrade © Copyright 2013 EMC Corporation. All rights reserved. 11 INTELLIGENCE NEW DOCUMENT CLASSIFICATION
  12. 12. 12© Copyright 2013 EMC Corporation. All rights reserved. Intelligent Capture: Document Classification • Forms • Applications • Tax returns • Invoices • Policies • Purchase orders • Contracts • Notes Many document types with varying degrees of image quality Structured Semi-structured Unstructured
  13. 13. 13© Copyright 2013 EMC Corporation. All rights reserved. Captiva Advanced Recognition Today Eliminating manual document preparation AUTOMATED SORTING FULL-PAGE IMAGE TEXT- BASED ANALYSIS PRECISION ANCHORS HAND- WRITING FULL-PAGE IMAGE TEXT- BASED ANALYSIS PRECISION ANCHORS HAND- WRITING
  14. 14. 14© Copyright 2013 EMC Corporation. All rights reserved. Configuring Advanced Capture Projects Captiva 6.5: Automated versus manual Learn documents in production • Learns based on operator input, data captured, free-form rules • In production sooner, rather than days or weeks later Manual setup of projects • Collect documents, set up document templates, create extraction zones • Test and retest projects Document Capture Project Administrator Operators
  15. 15. 15© Copyright 2013 EMC Corporation. All rights reserved. Auto-Learning of Documents New, text-based classification Service Invoice Work Order Total • Well suited for documents with variations in layouts or size – Invoices with floating footers – Documents coming in from different channels • No setup required— automatically determines text block and position pattern Delivers significant classification accuracy improvements = ROI
  16. 16. 16© Copyright 2013 EMC Corporation. All rights reserved. Enterprise Capture to the Next Level TAKING ENTERPRISE CAPTURE TO THE NEXT LEVEL PROCESS OVER 10 MILLION PAGES DAILY, ON A SINGLE SERVER
  17. 17. 17© Copyright 2013 EMC Corporation. All rights reserved. Why Upgrade © Copyright 2013 EMC Corporation. All rights reserved. 17 AGILITY UNIFIED DESIGNER CLIENT
  18. 18. 18© Copyright 2013 EMC Corporation. All rights reserved. Past Challenges  Addressing your business needs in the shortest amount of time  Developing, testing, deploying, and maintaining projects
  19. 19. 19© Copyright 2013 EMC Corporation. All rights reserved. SIMPLE AND EASY APPROACH TO ENTERPRISE CAPTURE Enterprise Capture Made Easy EMC Captiva Capture Designer Previously Today
  20. 20. 20© Copyright 2013 EMC Corporation. All rights reserved. SIMPLE AND EASY APPROACH TO ENTERPRISE CAPTURE Enterprise Capture Made Easy EMC Captiva Capture Designer Previously Today
  21. 21. 21© Copyright 2013 EMC Corporation. All rights reserved. Enterprise Capture Made Easy EMC Captiva Capture Designer Previously Today• Graphically build capture processes • Configure rather than code • Empowers value- added resellers, systems integrators, IT, and power users
  22. 22. 22© Copyright 2013 EMC Corporation. All rights reserved. Enterprise Capture Evolves Simple to use and flexible to the business
  23. 23. 23© Copyright 2013 EMC Corporation. All rights reserved. Enterprise Capture Design Made Easy Captiva Designer • Unified design client and configuration • Manage development, test, and production deployment • Offline usage and multi- user development environment • One-click deployment Reduces time spent building and deploying processes by days
  24. 24. 24© Copyright 2013 EMC Corporation. All rights reserved. Drag-and-Drop Process Building  Drag-and-drop design  Module setup done within Designer client  Integrated script editor Captiva Designer Built-in flexibility to handle process flow requirements
  25. 25. 25© Copyright 2013 EMC Corporation. All rights reserved. Enterprise Capture Design Made Easy Captiva Designer • Create and update reusable profiles across multiple processes • Profiles work with image processing, conversion, exports, and more • Bulk update processes by simply uploading new profile Simplifies deployment and ongoing maintenance
  26. 26. 26© Copyright 2013 EMC Corporation. All rights reserved. Configurable Form Layout Captiva Designer  Configurable data entry and validation form layout  Define fields, rules, and document properties Speeds processing and delivers the highest level of accuracy
  27. 27. 27© Copyright 2013 EMC Corporation. All rights reserved. Mission-critical Enterprise Scalability Scalability Performance Administration Deployment • Address enterprise requirements • Minimize hardware requirements • Streamline business processes • Eliminate bottlenecks • Administer across enterprise • Monitor productivity; ensure SLAs • Simple deployment options • SOA & Virtualization support
  28. 28. 28© Copyright 2013 EMC Corporation. All rights reserved. What about Deployment? EMC ONDEMAND DEPLOYMENT? WHAT ABOUT
  29. 29. 29© Copyright 2013 EMC Corporation. All rights reserved. Deployment can be cumbersome Enterprise Capture deployment can be cumbersome? Large scale technology deployments are USUALLY 2x over budget Key people OFTEN leave deployment projects on short notice creating a knowledge gap Business requirements fluctuate even mid deployment Cost of deployment is 5-15x cost of software
  30. 30. 30© Copyright 2013 EMC Corporation. All rights reserved. Costs Associated COSTS ASSOCIATED with managing Enterprise Applications HELPDESK Cost to effectively address and provide 24/7 support to end users as it relates to EMC/IIG software? (e.g. Documentum, Captiva, Document Sciences) PERFORMANCE TUNING Your EMC/IIG software-related cost(s) excluding software licenses? (e.g. 3rd party associated costs – performance/tuning, roll-out of new features…) SECURITY Cost to address Security and Compliance? (e.g. license, maintenance and staff costs) DR/HA Your off-site facility fee or allocated cost for Disaster Recovery and High Availability? PHYSICAL Your Data Center facility costs? (e.g. floor space, HA, electricity, staff…) INFRASTRUCTURE Cost for infrastructure Hardware & Software (e.g. servers, storage, network, maintenance, operating system, database, app server staff…) ADMINISTRATION People costs to plan, install, configure, manage, administer, monitor and maintain EMC/IIG software? (e.g. upgrading, patching, performance tuning, back-up etc.) VIRTUALIZATION Your associated costs for virtualizing your cloud environment? (e.g. total VMware cost, per vApp, Chargeback, etc.)
  31. 31. 31© Copyright 2013 EMC Corporation. All rights reserved. EMC OnDemand IS THE PERFECT?CLOUDEMC OnDemand A new enterprise-class hybrid cloud deployment model managed by EMC experts
  32. 32. 32© Copyright 2013 EMC Corporation. All rights reserved. EMC OnDemand PERFECT?
  33. 33. 33© Copyright 2013 EMC Corporation. All rights reserved. From Problem to Solution © Copyright 2013 EMC Corporation. All rights reserved. 33 SOLUTION FROM PROBLEM TO
  34. 34. 34© Copyright 2013 EMC Corporation. All rights reserved. MN Dept of Revenue – Business CaseMINNESOTA DEPT OF REVENUE Transforming Tax Operations BUSINESS CASE Reduce overall costs and human interaction for tax returns Improve time-to-deposit and inefficiencies in check processing
  35. 35. 35© Copyright 2013 EMC Corporation. All rights reserved. MN Dept of Revenue - ResultsMINNESOTA DEPT OF REVENUE THE RESULTS Saving $1 million by leveraging standard scanners and capture platform for all incoming documents Same-day deposits for most checks; overall reduction of 40% in time-to-deposit Eliminated manual keying of checks and tax return data Processes over 50 million pages and checks annually Transforming Tax Operations
  36. 36. 36© Copyright 2013 EMC Corporation. All rights reserved. Captiva 7.0 Summary Lower TCO, higher operator productivity Captiva 7.0 delivers significant business value: • Simplifies capture development and deployment • Enhances operator productivity • Improves document classification accuracy
  37. 37. EMC

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