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Transform 2014: Introducing Kofax TotalAgility® Cloud

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You've heard about TotalAgility 7.0, the world's first unified platform for the development and deployment of smart process applications. But did you know it is available both on-premise and in the …

You've heard about TotalAgility 7.0, the world's first unified platform for the development and deployment of smart process applications. But did you know it is available both on-premise and in the Cloud? In this presentation you will understand when it makes sense to deploy TotalAgility as a service, and the benefits this type of deployment delivers. You will also learn about the Cloud-specific features and licensing available in the newly announced TotalAgility 7.1 release.

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  • 1. Ryan Bazler Director, Product Marketing Kofax Introducing Kofax TotalAgility® Cloud
  • 2. Agenda  Kofax TotalAgility® Overview  Why the Cloud?  Introducing Kofax TotalAgility® Cloud  What’s New in TotalAgility 7.1  TotalAgility Cloud Architecture Overview  Azure Cloud Overview  Q&A 2
  • 3. Kofax TotalAgility® 3 TotalAgility provides an essential connection to “Systems of Engagement” generate real time, information intensive communications “Systems of Record” are enterprise applications designed for internal use ERP / CRM / LOB IT & Telecom Infrastructure ECM & Records Management Databases & Other Archives Transform & Simplify the Business Critical “First Mile” of Customer Interactions Resulting in an Optimized Customer Experience & Greatly Reduce Operating Costs Paper Faxes Digital Scanners MFPs/MFDs Portals Mobile Devices MS Office/PDF TIFF / JPEG files Emails XML /EDI Data Streams
  • 4. Kofax TotalAgility Value 4 Improve Information Visibility Digitize paper for better access & compliance Achieve Operational Excellence Streamline processes to greatly reduce costs Increase Customer Intimacy Establish new levels of engagement & collaboration Deliver Total Enterprise Agility Radically transform & simplify the First Mile of customer interactions Value Proposition Reduce Operating Costs Optimize Customer Experience Market Evolution
  • 5. TotalAgility Key Applications – Smart Process Apps 5 Customer onboarding or account openings Investment account transfers Mortgage & loan applications Trailing documentsFinancial Services Customer onboarding or or account openings New policy quotes Claim submissions Trailing documentsInsurance New patient onboarding Claim submissions Explanation of benefits Trailing documentsHealthcare
  • 6. TotalAgility Key Applications – Smart Process Apps 6 Citizen benefit enrollments Claim submissions License & permit applications & renewals Trailing documentsGovernment Supply Chain Accounts payable automation Manufacturing Transportation & logistics Wholesale Retail Other Industries Business process outsourcing Industrial & energy Utilities Telecom
  • 7. Why the Cloud?
  • 8. Audience Poll  How are you using the cloud today?  Offering services to customers with own infrastructure  Offering services to customers using third-party infrastructure (Amazon, Azure, Rackspace)  Considering offering services in the next 12-24 months  Not considering offering services at this time  Why are you using the cloud?  Why are you not using the cloud? 8
  • 9. Some Definitions of Terminology  Cloud computing  Distributed computing over the internet  Ability to run program/application on many connected computers at same time 9 Source: Wikipedia Microsoft Azure Cloud Kofax TotalAgility Cloud Kofax AP Automation Cloud Mobile Apps, TotalAgility Thin Client Workspace, etc.
  • 10. Introducing Kofax TotalAgility® Cloud
  • 11. TotalAgility Cloud 11 TotalAgility Cloud provides an essential connection to “Systems of Engagement” generate real time, information intensive communications “Systems of Record” are enterprise applications designed for internal use ERP / CRM / LOB IT & Telecom Infrastructure ECM & Records Management Databases & Other Archives Paper Faxes Digital Scanners MFPs/MFDs Portals Mobile Devices MS Office/PDF TIFF / JPEG files Emails XML /EDI Data Streams Transform & Simplify the Business Critical “First Mile” of Customer Interactions Resulting in an Optimized Customer Experience & Greatly Reduce Operating Costs
  • 12. Microsoft Azure Cloud TotalAgility Cloud Marketecture System Management MS SQL DatabaseDesign Studio Administration Smart Process Applications Process Management Predictable & Dynamic Workflows Services Data IntegrationTransformationMobility BI & AnalyticsCollaborationCapture Image Capture & Enhancement Forms Input, Trailing Documents Collaboration Alerts, Exception Resolution Scanners & MFPs, Mobile Devices Web Portals, Faxes/Emails Electronic Files, XML / EDI , Data streams Image Enhancement, Classification, Separation, Content Extraction, Extraction Learning Data Validation, Structured & Unstructured Process Monitoring Process Optimization Email Integration IM/SMS Integration Near Real Time Analytics Analytics of TotalAgility Data Sources Connectors to 3rd Party Apps (ECM, ERP, LOB, etc.), Kapow Katalyst activities, Web Services Interface Platform as a Service Infrastructure as a Service Applications as a Service
  • 13. Common Use Cases  Prove out a solution quickly, at low initial cost, compared to standing up an on-premise test/dev system or using a BPO  Then deploy to cloud or on-premise  Prove out and deploy a solution without consuming IT resources or CAPEX budget  Kofax partners  Use as a training and demo tool  Resell the Kofax service (authorized partners only)  Offer your own service 13
  • 14. Features and Benefits  Unified platform in the cloud  Rapid prototyping and deployment  Avoid capital expenditures  Low startup costs  Improved IT utilization  Avoid software upgrades  Unified legacy system integration  Certified security, reliability and business continuity  Flexible deployment options  Subscription-based pricing 14
  • 15. TotalAgility Deployment Options 15 Platform Cloud-based Infrastructure Deployment Options License Type Support Managed infrastructure TotalAgility 7.1 TotalAgility Cloud Customer supplied No Yes Dedicated Perpetual One year subscription Separate support contract Included No Yes Dedicated Infrastructure Multi-tenant Dedicated Shared Dedicated Tenancy Multi-tenant Cloud Use Case End customer software BPO, service bureaus/centers End customer service End customer service On-Premise Offering
  • 16. What’s New in Kofax TotalAgility® 7.1
  • 17. What’s New in TotalAgility 7.1  Single import/export integration server  Reduce integration TCO for importing and exporting  Kofax Analytics for TotalAgility now available on-premise and in the Cloud  Make informed, effective decisions sooner, and gain insight to optimize processes  Offer TotalAgility as a service to multiple customers or departments  Avoid the need to install, configure, manage and maintain TotalAgility systems for each customer or business unit  New Kapow Katalyst data integration activity type  Make processes more efficient and intelligent by leveraging outside data sources  High speed remote scanning  Link TotalAgility servers across geographically disparate sites to increase remote scanning throughput 17
  • 18. TotalAgility Integration Server 18 TotalAgility Cloud provides an essential connection to “Systems of Engagement” generate real time, information intensive communications “Systems of Record” are enterprise applications designed for internal use ERP / CRM / LOB IT & Telecom Infrastructure ECM & Records Management Databases & Other Archives Paper Faxes Digital Scanners MFPs/MFDs Portals Mobile Devices MS Office/PDF TIFF / JPEG files Emails XML /EDI Data Streams On-Premise Integration Server
  • 19. Kofax Analytics for TotalAgility® – On-Premise and Cloud 19
  • 20. TotalAgility On-Premise Multi-Tenancy 20 BPO, Service Bureau, Shared Service Center Customer or Dept 1 Customer or Dept 2 Customer or Dept 3 Customer or Dept 4 Customer or Dept 5 Customer or Dept 6 Virtual Machine in the Cloud Hardware or Virtual Machine On-Premise
  • 21. Kapow Katalyst™ integration 21 Single End-to-End Customer Facing Business Process Customer  Configure data integration activities as steps in the process  Read, aggregate, validate against outside data sources  Automate manual, data-rich sub-processes as part of a larger end-to-end process  Leverage customer and competitive info available on the web  Aggregate data from many other internal systems and use in the main process  Validate captured data against aggregated data results Kapow Activity Kapow Activity
  • 22. Other New Features  High-Speed Remote Scanning  TotalAgility servers linked across geographically disparate sites for high-speed remote scanning  Assign workload in any server arrangement  New capture activity: “send to another TotalAgility system”  Leverages Kofax Reporting’s built-in capabilities to collect data across different sites  Central license server for licensing, with backup license server capability  Thin Client Validation Enhancements  Customizable interface, two-monitor support, multi-image thumbnail panel, batch editing shortcut keys for move, split, merge  Mobile Enhancements  New controls and events in the forms designer for enhanced mobile user experience  Usability Enhancements  Enhanced process design with emphasis on “consume” experience being more context sensitive 22
  • 23. Kofax TotalAgility® Cloud Architecture Overview
  • 24. TotalAgility Cloud Architecture 24 Azure Storage TotalAgility “Live” Azure Cloud Service - hosts multiple tenants for “Live” deployment Azure Web Role (1 role, multiple load balanced instances, at least 2 for SLA) Azure Worker Roles (4 roles, multiple instances, at least 2 per role for SLA) TotalAgility “Dev” Azure Cloud Service - hosts multiple tenants for “Dev” deployment Azure Web Role (1 role, multiple load balanced instances, at least 2 for SLA) Azure Worker Roles (4 roles, multiple instances, at least 2 per role for SLA) Process/Form Designer, Forms Workspace, Transformation Designer KSMS Server - public VM hosted by customers in Azure or other web hosting provider SQL Azure Tenant Databases (one database per Tenant, with separate Live, Dev and Reporting schemas) SQL Azure Master Tenants Database (stores Tenant configuration data, connection strings) Table Storage (stores diagnostic and Reporting data) Blob Storage (stores Document data) Queue Storage (stores Reporting data) HTTPs HTTPs
  • 25. TotalAgility Cloud Architecture TotalAgility Cloud Service – hosts multiple tenants Web Role (multiple load balanced instances, at least 2 for SLA) Multi Tenant IIS Website Core Worker Role (multiple instances, at least 2 for SLA) - performs automatic activities, monitoring, job archiving/scheduling for each tenant Reporting Worker Role (multiple instances, at least 2 for SLA) - transforms reporting data from Reporting Staging DB schema to Main DB schema for each tenant Cache Role (multiple instances, at least 2 for SLA) - caches tenant data for server settings, business calendar Transformation Server Worker Role (multiple instances, at least 2 for SLA) - performs document separation, classification, extraction, image processing for each tenant Tenant databases and Master Tenant database Azure Storage (Table, Queue, Blob) Tenant Management IIS Website
  • 26. TotalAgility Cloud Architecture 2 Azure Cloud Services – “Live” and “Dev”  Each cloud service has 5 Azure roles (1 Web role, 4 Worker roles)  Each role has 2 VM instances for Azure SLA of 99.95% up-time; if a VM goes down, another is automatically spun up  Total VM instances = (5 * 2) * 2 = 20  Customers given two URLs, one for Live and one for Dev  Import/export data between the deployments using TotalAgility Designer SQL Azure  1 tenant database per tenant (max size 150GB); stores processes, jobs, activities, forms, documents, folders, reporting data.  Contains 4 DB schemas: Main Live, Main Dev, Reporting Staging Live, Reporting Staging Dev  1 master tenant database: stores tenant config data and connection strings  Data automatically replicated 3 times
  • 27. TotalAgility Cloud Architecture Azure Storage  Table storage – stores diagnostic data for each tenant and in-transit reporting data  Queue storage – stores reporting data to be processed  Blob storage – stores runtime document binary data; each tenant uses separate container  Data automatically replicated 3 times  Currently using 1 storage account for all tenants; maximum storage account size 200TB; future requirement to allow multiple storage accounts to be configured Transformation Designer  Installed locally on client machine and configured to point to TotalAgility Azure Tenant URL Kofax Search and Matching Server (KSMS)  Connect to on-premise KSMS server, or host KSMS server and make it publicly available to the internet
  • 28. Azure Cloud Overview
  • 29. Modern platform for the world’s apps Cloud OS Our Vision: To deliver a consistent cloud application hosting experience on all Microsoft-powered clouds providing customers with a common user experience, cloud-optimized services, consistent APIs, and unified development tools.
  • 30. COMPUTE STORAGE NETWORKING BUSINESS INTELLIGENCE DATA API managedautomatedusage based economicselastic always up. always on. hybridopen flexible New Existing + hybrid Other Service Providers Your Data Center Windows Azure
  • 31. • Web Apps • Virtualized Workloads • Cloud Services Windows Azure Web Sites EXECUTIONENVIRONMENT CLOUD ENABLED SERVICES HOSTINGOPTIONS WEB Windows Virtual Machines on Windows and Azure VIRTUAL Windows Azure Worker Role Windows Server w/ .NET 4.5
  • 32. 40 million registered IDs 476 million unique users 120 billion call minutes (Q1) 50 million Office Web App Users on track to be one of Microsoft’s fastest growing offers ever 60 million people storing documents 4.3 billion searches (Oct 2012) 10,000s+ customers 100s+ every day 36,000 customers (60%+ online) Microsoft Cloud Experience: By the numbers Windows Store open in 120 countries
  • 33. TotalAgility Cloud Recap 34
  • 34. Q&A
  • 35. For further information, please contact:  Ryan Bazler  Director, Product Marketing, Kofax  Phone: +1-949-783-1352  Email: Ryan.Bazler@Kofax.com

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