Transform 2014: Best Practices in Integrating Analytics into Your Environment

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Getting started with Kofax Analytics for Capture and Kofax Analytics for TotalAgility is the first step to gaining full operational control of your environment. To realize the full potential of these solutions, this presentation will share best practices for effective implementation and preparation for options to extend these solutions to adding Kofax analytics to your capture and BPM implementations. Topics include: planning for the implementation of the base solutions, customization of metrics, dashboards and reports, and the addition of operational data from other systems of record.

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Transform 2014: Best Practices in Integrating Analytics into Your Environment

  1. 1. Matt Finch, Senior Solutions Engineer, Kofax Uriah Hakala, Senior Director, Professional Services, Kofax Best Practices in Integrating Analytics into Your Environment
  2. 2. Agenda  Prerequisites  Deployment  Customization  Real Life Experience – Pinnacol Assurance  Expansion  What’s Next? Training and Preparation 2
  3. 3. Prerequisites
  4. 4. Be Prepared! – Prerequisites Define the appropriate users  Knowledge of underlying Kofax data/processes  Roles and responsibilities Create functional workflow  When and where are analytics used in my process?  Segmentation by functional area, geography, etc. Review out-of-the-box components  Start with what’s there  Fit/gap against actual requirements 4
  5. 5. System Requirements - Installation Obtain correct versions of underlying Kofax software  Kofax Analytics for Capture™  Kofax Capture™ 9 or 10  Kofax Transformation Modules™ 5.5 FP16  Kofax Analytics for TotalAgility®  Kofax TotalAgility 7.02 Hardware  Processor, RAM  Dedicated server(s) 5
  6. 6. System Requirements - Software Software  .NET 4.5  IIS  Metadata repository (database)  Dashboard client (web browser)  Insight software  Connection to Kofax data 6
  7. 7. Kofax Analytics for Capture - Event Listener/Sender Event Listener:  Web Service connection to Kofax workflow agent  Each Kofax Capture workstation that processes data, including remote sites, must have access to Event Listener  Runs on IIS; can be secured with SSL  Note: on Windows 2012, must enable .NET Framework 4.5 and HTTP activation Event Sender:  Every workstation at central/remote sites  Sends data from Kofax Capture to Kofax Analytics for Capture  Analytics tab added to Kofax Capture administration module 7
  8. 8. Deployment
  9. 9. Environment Considerations  Get license key – analytics is separate install  Which environments are in use?  Data needs to come from a “live” environment  Example use:  Use development environment  Run sample batches through system  Produce reports in Kofax Analytics for Capture  Push changes to next environment and re-test  Use import/export within Insight to manage deployments 9
  10. 10. Creating a New Project  Projects contain built-in data sources, views and dashboards for Kofax Analytics for Capture  Configure connections  Load data – define frequency  Create and assign users and roles  Assign data filters  Define email settings 10
  11. 11. More on Deployment Admin user  Set data filtering preferences  Define execution plans  Set and manage alerts User configuration  Manage projects, users, role settings  User authentication  Alerts  Projects and DB access  Log files 11
  12. 12. Customization
  13. 13. Dashboard Designer What’s it for?  Reuse and combine dashboards  Filter, aggregate or animate charts and grids  Customize templates How to use it?  Save off predefined views to make your own edits – keep original project “pristine”  Create filters to restrict data by dimension(s)  Define alerts – messages sent in response to certain conditions
  14. 14. More Dashboard Customization  Embedded views  Custom images – logos and branding  Pivot tables  Data markers  Process charts  Time options  Drill-downs 14
  15. 15. Ryan Tracy, ECM Product Manager Pinnacol Assurance Pinnacol Assurance Kofax Analytics for Capture™
  16. 16. Who Is Pinnacol Assurance?  Colorado’s assured source of Workers’ Comp.  55,000 policyholders (59% of CO workforce)  $400M in annual premiums  600 employees  Capture 8.8 million pages annually through mailroom  12 mailroom operators with 24 validation operators in other departments 16
  17. 17. A Quick Note for Office 2007 Users Internal Scanning Kofax Capture Implementation – Medical Bills / Medical Records 201320122011201020092008200620052004 2007 10 YearsCAPTURE Internal Scanning • First attempt to capturing medical bills and related medical records • Huge lessons learned! Kofax Capture Implementation Policy/Claim KTM Kofax Capture • First rolled out for capturing medical bills and related medical records • BI team struggled to get meaningful reports for managers, stakeholders • Settled for “close to accurate” historical reports KTM • Demonstrated huge returns for separation, classification, and data extraction automation Who Is Pinnacol Assurance? KAFC KAFC • Accurate, real-time analytics vitally important for accountability and process improvement
  18. 18. Why Kofax Analytics? 18
  19. 19. Why Kofax Analytics? 19
  20. 20. Why Kofax Analytics? 20
  21. 21. Lean, Continuous Process Improvement — and KPIs  Reporting only one part of the equation  New directives to comply with Lean Six Sigma  Continuous process improvement  Must have Key Performance Indicators  Must have visibility to identify bottlenecks before they become business problems  Must have visibility to identify business process trends and usage 21
  22. 22. User Productivity Reports 22
  23. 23. System Configuration Accuracy 23
  24. 24. System Usage and Trending 24
  25. 25. Expansion
  26. 26. Expanding Further...  Analytics can be extended to bring in new data sources  Operational data (other capture-related systems)  Quality control  Financials  HR  CRM  And more  Full insight platform required  Segmentation of environments – projects by functional area 26
  27. 27. Training and Preparation
  28. 28. What’s Next – How to Be Prepared Training Available  Classroom  Onsite  Computer-based training (CBT) Documentation  Kofax Analytics for Capture administrator’s guide  Kofax Analytics for Capture release notes  Report dependency guide  Kofax Analytics for TotalAgility administrators guide Engage Kofax Professional Services (KPS) as needed 28
  29. 29. Questions? 29
  30. 30. For further information, please contact:  Matt Finch, Senior Solutions Engineer  mfinch@altosoft.com; +1 (949) 521-4291  Uriah Hakala, Senior Director, Professional Services  uriah.hakala@kofax.com; +1 (312) 498-1816

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