EMC Captiva Capture Solution for Document Service Providers

Delivering Document Capture for Business Process Outsourcing
How EMC Captiva Solution Offerings Can Help
<Presenter>
EMC Corporation
<Date>

Things Change
"It is not the strongest of the speciesthat survive, not the most intelligent, but the ones most responsive to change.” Charles Darwin

The Big Question
?
What’sNext
in

IT Infrastructure Needs to Change
23%delivering
new capabilities
77%“keepingthe lights on”
Too much complexity
Too hard to change
The business is frustrated
IT is frustrated
New thinking is emerging

Key Definition
DPS – Document Processing Services
“a subset of BPO that requires specific services work related to off-site imaging and document capture that is outsourced”

DPS Develops BPO Competencies
Document Processing Services (DPS)
Document intensive
Information and knowledge managers
Managed services for office devices and print centers
“Transaction management” and hosted content services
Information technology outsourcing (ITO)
Data intensive
IT managers
Business process outsourcing (BPO)
Labor intensive
Business managers
Application Outsourcing
Source: Forrester Research

Document Output Services
Email Hosting
Hosted Repository Services
Capture and intelligent content services
Fulfillment Services
MFP and distributed workflows
Marketing communications
Report and statement archiving
Forms management
Workflow BPM
Print procurement
Web-to-print and distributed applications
Office Managed Services
eDiscovery
Print and Mailroom facilities management and outsource
Commercial printing
Physical and electronic records management
Transaction printing
Distributed Output Services
Document Processing Services Segments

Document Output Services
Email Hosting
Hosted Repository Services
Capture and intelligent content services
Fulfillment Services
MFP and distributed workflows
Marketing communications
Report and statement archiving
Forms management
Workflow BPM
Print procurement
Web-to-print and distributed applications
Office Managed Services
eDiscovery
Print and Mailroom facilities management and outsource
Commercial printing
Physical and electronic records management
Transaction printing
Distributed Output Services
Expanding and Specializing Capture Market

Document conversion
Digital Office
Litigation Support
Device Middleware
Desktop Scanning
Patient Records
Device Enablement
Scan to email
Expense Receipts

Digital Mailroom
Back-Office Capture
Backfile conversion
Scan to Archival
Account Opening and Servicing
Digital Mailroom

Retail Lockbox
Check Processing
Forms Processing
Invoice processing
Wholesale Lockbox
Claims Processing
Capture for Business Process

Digital Mailroom
Document conversion
Digital Office
Litigation Support
Back-Office Capture
Device Middleware
Backfile conversion
Retail Lockbox
Desktop Scanning
Patient Records
Scan to Archival
Check Processing
Account Opening and Servicing
Forms Processing
Invoice processing
Device Enablement
Monitoring and Management
Wholesale Lockbox
Claims Processing
Scan to email
Digital Mailroom
Expense Receipts
Core Extraction Technology
Machine text, cursive, hand print, mark, special
Transformation and Extraction Management
Capture for Business Process
MFP Enablement

Reduce Time Processing
Manage Paper Logistics
Experienced Platform
Several Processes
Several Volumes
Multi-level Services
Multi-process Solution
BPO Challenges
One Enterprise Platform
Several Processes
Several Volumes
Multi-level Services
Reduce Product Ownership Cost
Simplify IT Architecture
High Availability
Compliant Solution
Legal Laws
Internal Rules
Customer Rules
Compliant &
Quality
Several Different Customers
Multi-sites Platform
Multi-process Solution
Re-using Processes
Separate Processes
Customer SLA Requirements
On-time, Efficient, Scalable, Resilient, Compliant

Annual paper consumption Worldwide…
20
Million Tons
Paper is, and will continue to be a critical component of business transactions.

Each document costs you…
$20 in labor to file
$120 in labor searching
$1 per document to store
$5 per document to retrieve
…and on average, 5% of documents are lost
25 hours to recreate

Process-ready Business Data
Business-critical Documents
“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
EMC Captiva Intelligent Capture

Capture for Business Processes
Addressing Line of BusinessPaper Challenges
Degrees of Capture Solutions
Digital Mailroom
Leveraging Automation toIncrease Productivity
Digital Office
Reducing Paper Costsand Compliance Risks

Captiva Platform
Invoice Number
Vendor Name
Purchase Date
Subtotal
Grand Total
Payment Terms
10010
Acme Products
30 January 2008
$ 6,014.81
$ 6,025.88
Net 30 Days
Capture
Classify
Extract
Validate
Deliver
Captiva Intelligent Capture leads the way
Superior enterprise document capture architecture
Flexible centralized and distributed deployment options
Centralized administration of distributed server environments
Integrate with enterprise business systems with SOA and .NET support

Connecting to all Enterprise Systems
Other Applications

Capture from Anywhere
Batch Capture
Desktop Scanners
Fax Machines
Multi-function Peripherals
Remote, browser-based capture
Capture from anywhere into ECM systems throughout departments or entire enterprise

Supporting All Capture Environments
Centralized Batch Capture
Email Integration
Fax Machine Integration
Networked MFP Capture
Ad-Hoc Desktop Capture
Ad-Hoc Browser-based Capture

Capture at Point of Entry
European Business Process Outsourcing Firm
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.
Results
Captiva Document Capture solution provided quick access to digital information from any location
Quickly improved business processes and achieved their key savings objectives
Required minimal training to run the document capture system
Solution worked with a variety of document scanners.
Consistently sustained no single failure or loss of data.
Utilizing distributed document capture, as part of their overall ECM services offering

Automating Manual Tasks
Automate document classification
Automate data indexing
Do more with fewer resources
Reduce costs, accelerate capture, and improve accuracy

Intelligent Document Recognition
Intelligent Document Recognition
Invoice Number
Vendor Name
Purchase Date
Subtotal
Grand Total
Payment Terms
10010
Acme Products
30 January 2008
$ 6,014.81
$ 6,025.88
Net 30 Days
Capture
Classify
Extract
Validate
Deliver
Classify
Extract
Validate
Captiva Intelligent Document Recognition automates document processing:
Image- and text-based classification to automate document identification
Zonal and intelligent freeform recognition to transform documents into data
Effectively control business processes by validating extracted data
Automation reduces data entry costs and speeds document processing

Identification
Classification & Extraction
Routing & Workflow
Intelligent Document Classification

Intelligent Data Recognition
OCR, barcodes, ICR, OMR
Reduce manual document sorting and lowers operational costs
Eliminate costly errors
Accelerate processes
Ensure accuracy and reliability of documents processed and data extracted from each scanned page

Increased Savings
A UK-based Data Processing Service Bureau
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.
Results
Captiva Document Capture solution provided scalable and innovative solution to extract data from documents being processed
Was able to triple its forms processing capability within the space of six months, to over 20,000 forms per day
No need to employ additional data entry operators
Ability to secure larger corporate business throughout the UK.
Utilizing document capture, helped to streamline the data extraction process

Quickly Automate Capture Process
Easily address ever-changing document capture business requirements
Quickly organize document and data process flows
Ensure reliability and quick implementation of capture processing flows

Assembling the Process Flow
Rapid Configuration
Graphical drag-and-drop design of capture processes
Design capture flows in a matter of hours
Quickly modify capture flows as business requirements change

Quickly Reap the Benefits
US East Coast-based Business Process Outsourcing Firm
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.
Results
Average turnaround for paper to electronic delivery was six hours, versus two or more days for the prior manual process
Provided a 100% audit on each file to ensure that each page is scanned and endorsed with a document
Has processed more than 500 million images with the solution performing at a quality rate of 99.1%
Hard cost savings exceed $4 million to date, with additional benefits in increased customer satisfaction
Quick implementation of document capture work flows contributed to operational savings

Key BPO Benefits
Cost savings translates to $ millions
Capital expense become variable
Reduce labor costs & overhead
Provide Cost Savings
Improve overall business productivity by 35%
Enables scalability of services
Addresses multi-national concerns
Provide Flexibility for Business
Accuracy and performance quality is achieved up to 99%
Enable Businesses to Focus on Core Competencies
Removes non-core operational expenses
More focus on LOB expertise

Why choose EMC?
EMC delivers the most advanced solution to address Document Capture & Process Outsourcing challenges – reducing Total Costs of Ownership resulting in faster time to market
EMC delivers unrivaled system performance and business value:
One platform, broad spectrum of features & functions
Flexible usage based model reduces the need to make large capital investment upfront
First provider of BPOs in Advanced & Agile Document Processing solutions

Market Sizing
BPO market to grow from $160.7B in 2008 to $235.2B by 2011
CAGR (10.3%)
Demand Management (11%)
Enterprise Services (10.5%)
Supply Management (9.7%)
Vertical Operations (9.6%)
Source:

Market Trends
35-40 Retail Banking
25-35 Insurance
20-25 Finance, Acctg and HR
The global BPO market is worth $122 - $154 billion
McKinsey Global Institute
India’s IT-BPO will generate US$60 billion by 2010
National Association of Software and Services Companies (NASSCOM)
It’s a significant market and growing. Many economic dynamics have changed since these studies.

EMC BPO Product Stack
Collaboration
Archive
Deliver
Store/Manage
Capture
xDoc OEM Edition
CS OEM Edition
Captiva Pixtools
eRoom
Documentum High Volume Server
xDB OEM Edition
Captiva Input Accel
XML Dynamic Delivery Services OEM Edition
XML Component Services OEM Edition
Captiva Dispatcher
xPression
Captiva eInput
XML Diff Engine
OEM Edition
Captiva Quick Scan Pro
IRM
AX

EMC BPO Partners
CB Info

Automation in the Mailroom
Fax
DELIVER
PROCESS
CAPTURE
ACCOUNTSPAYABLE
E-mail
ERP
Approval
CUSTOMERSERVICE
OfficeDocs
CRM
10010
Acme Products
30 January 2008
$ 6,014.81
$ 6,025.88
Net 30 Days
DOC
NEW ACCTOPENING
IncomingPaper
CASEMGMT

Benefits That BPOs Can Offer End-users
Reduce organizations’ operating costs
Reduce paper costs
Improve the quality of the information
Accelerate business processes
Provide enterprises with stronger compliance control
Accelerate time to value and realize business

EMC Captiva Capture Solution for Document Service Providers

by EMCsoftware on Sep 20, 2010

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EMC Captiva Capture Solution for Document Service Providers Presentation Transcript