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Introduction To Intelledox June 2010

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“Context Aware” Document Generation tools for enterprise level, on demand generation and distribution of smart forms, letters or documents of any variety.

“Context Aware” Document Generation tools for enterprise level, on demand generation and distribution of smart forms, letters or documents of any variety.


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  • Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
  • Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
  • Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
  • Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
  • Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
  • Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document design.Content:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
  • Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
  • Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
  • Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
  • Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
  • Transcript

    • 1. INTRODUCTION TO INTELLEDOX
      June 2010
    • 2. COMPANY BACKGROUND
      Independent Software Vendor
      15 years experience in office automation
      Second software commercialization success
      Australian company – Offices in Singapore, UK and Canada
      Multiple award winner
      Microsoft Gold Partner
      300 customers & 400,000 users
    • 3. WHAT DO WE DO
      Context-aware technology (Gartner)
      “Leveraging information about the end user to improve the quality of the interaction".
      Automation of document-centric processes
      Specialise in document generation
      Automate complex business rules
      Centralise and control content
      Standardise brand and format
      Leverage corporate data silos
      Facilitate multi-channel output
    • 4. HOW WE ARE DIFFERENT
      Technology
      Open standards based (Microsoft.net)
      No proprietary coding required for template development and management
      Approach
      Business driven not IT driven
      Web-based drag-and-drop rules development
      User-friendly Wizard for end user document assembly
    • 5. OUR VISION
      Intelledox is ‘disruptive technology’
      Challenge - Traditional approaches to document automation and forms technology
      Dispute - Paradigm that paper-based form must = web form
      Leverage - Power of browser-based user interaction to streamline document creation
    • 6. BUSINESS PROBLEM
      Document chaos
      No centralised control of repetitive document generation
      ‘Copy and paste’ paradigm, propagation of errors
      Risk
      No centralised control of content or brand
      Exposure to document non-compliance
    • 7. BUSINESS PROBLEM (2)
      Infrastructure
      Inability to leverage corporate data silos
      Software upgrades break macro-driven templates
      Marketing
      Inability to align content to customer needs
      Cost
      High cost of document generation
      High cost of supporting template development
    • 8. TRADITIONAL INFORMATION FLOW
      Traditional focus = document management
      Intelledox expanded focus on document lifecycle, optimising document creation to add value to document management
    • 9. GAME CHANGER
      INPUTS
      OUTPUTS
      Intelledox Server
      Inward-facing
      Web forms
      Outward-facing
      Web forms
      Targeted Output
      (Marketing)
      Line of business systems
      Documents (PDF)
      DYNAMIC BUSINESS RULES
      Records
      Management
      (Meta data)
      Data sources
      Electronic (eMail)
      .XML
      (Data)
    • 10. GAME CHANGER
      INPUTS
      Intelledox is a game changer.
      In essence Intelledox transforms unstructured inputs into structured outputs
      Intelledox has the ability to draw data inputs from a variety of sources:
      • Line of business systems (ERP, CRM, Workflow, ERMDS)
      • 11. Enterprise specific databases/Legacy applications
      • 12. Internal (enterprise) intelligent web forms for data collection
      • 13. External (public) intelligent web forms for data collection
      Inward-facing
      Web forms
      Outward-facing
      Web forms
      Line of business systems
      Data sources
    • 14. GAME CHANGER
      The Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules.
      Delivers the following benefits:
      • Business Unit centric – allows business users to create and manage business rules
      • 15. Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE
      • 16. Dramatically reduces template creation and management time
      Intelledox Server
      DYNAMIC BUSINESS RULES
    • 17. GAME CHANGER
      OUTPUTS
      Intelledox can deliver outputs to a variety of sources as required:
      • Word
      • 18. PDF
      • 19. Electronic mail (email)
      • 20. Targeted output for mass mailing
      • 21. Data feeds to line of business systems (ERP, CRM, HIS, Workflow, EDRMS)
      • 22. XML data feeds for consumption by other systems/processes
      Targeted Output
      (Marketing)
      Documents (PDF)
      Records
      Management
      (Meta data)
      Electronic (eMail)
      .XML
      (Data)
    • 23. Intelledox – business transformer
      INPUTS
      OUTPUTS
      Intelledox Server
      Inward-facing
      Web forms
      Outward-facing
      Web forms
      Targeted Output
      (Marketing)
      Line of business systems
      Documents (PDF)
      DYNAMIC BUSINESS RULES
      Records
      Management
      (Meta data)
      Data sources
      Electronic (eMail)
      .XML
      (Data)
    • 24. INTELLEDOX COMPONENTS
      Content
      Text
      Objects
      Images
      Content
      Text
      Objects
      Images
      Layout
      Formatting
      Styles
      Rules
      Intelledox
      Intelledox
      Intelledox
      Intelledox
      Intelledox
      Internet
      Web Forms
      Web Forms
      3rd Party Application
      3rd Party Application
      Internet
      Database (CRM)
      Database (CRM)
      eMail
      PostScript
      eMail
      PostScript
      MS Word
      Adobe PDF
      .XML
      MS Word
      Adobe PDF
      .XML
    • 25. INTELLEDOX COMPONENTS
      Intelledox has been specifically designed to manage layout, content & business rules as separate modules.
      This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of documents.
      Intelledox essentially has three components.
      Layout
      Formatting
      Styles
      Intelledox
      Layout:
      Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document design.
    • 26. INTELLEDOX COMPONENTS
      Content
      Text
      Objects
      Images
      Content
      Text
      Objects
      Images
      Intelledox
      Intelledox
      Content:
      Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.
      Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.
    • 27. INTELLEDOX COMPONENTS
      Rules
      Intelledox
      Rules Engine
      Business rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.
    • 28. INTELLEDOX COMPONENTS
      Intelledox can gather data from 3rd Party applications. Or from smart web forms, and other line of business applications (CRM/ERP/HIS).
      Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
      Intelledox
      Intelledox
      Internet
      Web Forms
      3rd Party Application
      Database (CRM)
      eMail
      PostScript
      MS Word
      Adobe PDF
      .XML
    • 29. INTELLEDOX – PUTTING IT ALL TOGETHER
      Content
      Text
      Objects
      Images
      Content
      Text
      Objects
      Images
      Layout
      Formatting
      Styles
      Rules
      Intelledox
      Intelledox
      Intelledox
      Intelledox
      Intelledox
      Internet
      Web Forms
      Web Forms
      3rd Party Application
      3rd Party Application
      Internet
      Database (CRM)
      Database (CRM)
      eMail
      PostScript
      eMail
      PostScript
      MS Word
      Adobe PDF
      .XML
      MS Word
      Adobe PDF
      .XML
    • 30. SUCCESS STORY
      • Tradelink
      eTrade (Digital Trade and Transport Network)
      50,000 export / import customers
      20 million documents per annum throughput
      Supporting paper-based to electronic trade
      80% efficiency gain : time, cost and control
      1st to achieve LOB integration (DTTN)
      Gearing up as Intelledox reseller
    • 31. SUCCESS STORY
      AXA
      3000 financial planners
      Centralised control & compliance
      Generates complex investment advice documents
      Reduced time from 7 hours to 40 minutes
      Content accuracy and ease of management
      Increased end user value
      Full metrics reporting
    • 32. SUCCESS STORY
      Civil Aviation Safety Authority
      1500 staff
      Displaced expensive code-heavy template solution (internal template development)
      Displaced Adobe LiveCycle (external web form)
      Up to 80% reduction in template development
      Siebel interoperability
      Integration with TRIM (RMDS), and Changepoint work flow
    • 33. SUCCESS STORY
      BHP Billiton
      Use Case 1: HR contracts automation
      Replace complex manual Word document manipulation
      Use Case 2: Procurement Contracts
      Migrate from existing customer developed VBA solution
      Expect 80% reduction in document generation costs
    • 34. SUCCESS STORY
      Sydney Water
      Customised Water Management Tool
      Context-aware application
      Supports one-to-many engagement
      Delivers customised “Best Practice Guidelines” based on industry sector, and specific water use priorities
      24 x 7 customer access
      Allows real time updates of water usage metrics and research
      Significant savings in document production
      Phase 1 now live
    • 35. SUCCESS STORY
      Stockland Leasing
      Automated leasing document generation
      Reduced template management load
      Integration with Siebel and JDE via BizTalk
      Integration with Objective
      Stockland Property
      Replaced HotDocs for property contract generation
      Government ABN web services validation for 100% accuracy
      Up to 90% reduction in contract generation time
      Integration with Objective
    • 36. Recent engagements
      FaHCSIA
      Contract automation & workflow
      New Zealand Transport Agency
      Driver’s Licence Correspondence workflow
      AQIS
      Audit management and reporting
      State Government
      Driver licensing workflow
      Tier 1 Federal Agency
      Complaint management workflow
      Defence sector
      Document assembly & generation
    • 37. RETURN ON INVESTMENT
      AXA – Statement of Financial Advise
      SOA generation time cut from 7 hours to 40 min
      250 SOAs generated per day
      Average cost for Adviser assistant p.a. = $40,000
    • 38. THANK YOU & CONTACT DETAILS