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ECM Renovation Roadshow - Automation Systems

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Zia Consulting provides document and business process automation solutions to a wide range of industries and corporate functions including Mortgage, Insurance, Accounts Payable and more. Our …

Zia Consulting provides document and business process automation solutions to a wide range of industries and corporate functions including Mortgage, Insurance, Accounts Payable and more. Our automation solutions deliver significant cost savings while at the same time offering accelerated revenue opportunities and improved visibility into the process for enhanced compliance and business intelligence.

Zia’s experience providing document automation solutions to a wide range of organizations has enabled the creation of our ZiaOne Automation Systems (AS), delivering rapid ROI through:

Best-in-Class operational efficiency in document processing
Improved customer loyalty through enhanced customer service
Consistent compliance with automated data capture, workflow, and archiving
Business insights that create action

Published in: Technology, Business
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  • Increase efficiency and optimize the workforceRapidly capture, classify, and extract from paper/electronic documentsInitiate faster data verification, file review, and approvalRemoving significant costs throughout the processAccelerate revenue cyclesClose and package loans faster with document validation and approval workflows.Real time access to files across the enterprise. Consistently meet compliance goalsProvide clear audit trails from the point of origination, across each touch point, to the final archiveRecords management for captured documentsIntegration with LOS / Compliance systems
  • Migrate, Integrate, Automate to Easy ECM / RM
  • In Process CaptureLOS IntegrationReporting & Analytics
  • Migrate, Integrate, Automate to Easy ECM / RM
  • Current (Manual) Processes are CostlyAs much as 4x the cost per invoicePaper costsPeople costsMissed discountsMissed early paymentsSupplier dissatisfaction
  • Current (Manual) Processes are CostlyAs much as 4x the cost per invoicePaper costsPeople costsMissed discountsMissed early paymentsSupplier dissatisfaction
  • Current (Manual) Processes are CostlyAs much as 4x the cost per invoicePaper costsPeople costsMissed discountsMissed early paymentsSupplier dissatisfaction
  • Current (Manual) Processes are CostlyAs much as 4x the cost per invoicePaper costsPeople costsMissed discountsMissed early paymentsSupplier dissatisfaction
  • Current (Manual) Processes are CostlyAs much as 4x the cost per invoicePaper costsPeople costsMissed discountsMissed early paymentsSupplier dissatisfaction
  • Current (Manual) Processes are CostlyAs much as 4x the cost per invoicePaper costsPeople costsMissed discountsMissed early paymentsSupplier dissatisfaction
  • Every organization different in how expose information – for example still common use case to see portalsWe work w/ liferay primarily but can integrate to othersOn ‘back-end” – see contracts, other documents come in / go through ERP, CRMIntegrate directly or via ESB like Mule
  • Transcript

    • 1. ECM Automation Systems Your Business Processes. Streamlined.
    • 2. Why automate? • Rapid Return on Investment (ROI) • Expected ROI in Less than 9 months • 50% Improvement in Process Efficiency • Accelerated Revenue Cycles • Enhance Customer Service • Actionable Analytics • Meet Compliance Requirements
    • 3. Why now? • Competition • Increased Risks • Leverage New Technologies
    • 4. ECM Automation System - What is it? • • Built on an Alfresco Advanced Integrated Workflow • Modules may include: • Secure Web/Portal • xFolder • Capture-as-a-Service • Records Management • Enterprise Integration • Zia OneView ™ audit trails • • Mortgage, Insurance, Government… Accounts Payable, Human Resources…
    • 5. What is it? Zia Loan Automation System • Origination to Closing • • • • • Documents via Paper, Email, Web Classification & Extraction of Data Advanced Workflow LOS Integration Zia OneView
    • 6. Case Study Automating Loan Origination
    • 7. Automating Loan Origination Origination Documents • W-2’s, 1040’s, Bank Statements, 401k’s & more… • Paper, Fax • Email, Borrower Upload Zia Loan Automation System • Secure Borrower Site • Document Repository • In-Process Capture • LOS Integration • Actionable Analytics
    • 8. Secure Borrower Site Powered by Crafter: • Simple Design & Branding • Asset Re-use Across Sites • Secure Customer Login • Unique Landing Page
    • 9. Borrower Document Repository • mFolder – status, docs and important metadata • Borrower Uploads, Email Integration • Enterprise Document Management • Version Control • Enterprise Search • “Paperless Underwriting” – including Annotation (Markup) of Documents • Automatic Records Management
    • 10. In Process Capture (IPC) • Classification & extraction optimized for use WITHIN your document repository (vs. Mailroom Automation) • Capture by users within business process – by borrower, by document • Featuring Ephesoft OCR
    • 11. LOS Integration • Zia LAS + Your LOS • In Process Integration • LOS Integration • Point-to-Point • Enterprise Service Bus
    • 12. Actionable Analytics • We said we save you time, we can prove it. • YOU can find out where you are still slow • Collection of data from initiation to closing • • Compliance & Management Metrics Reporting / BI Integration • Managed by Zia OneView ™
    • 13. Demo
    • 14. Other Zia Automation Systems • • • • • • Life Insurance Applications Retirement / Investment Accounts Employee Applications & Onboarding Government – Benefits, Permits…. University Applications Invoice Processing • Paper-Centric Processes • “Supporting” Documents
    • 15. Life Insurance Automation System Life Insurance Applications • Paper or Electronic Documents • Application = “Structured” Data • Supporting Docs (Medical History, Lab Tests, Income Information, etc…) • Structured • Semi-Structured • Unstructured Current (Manual) Process: • Costly • Slow • Error Prone
    • 16. Life Insurance Automation System Automation System Modules: • Secure Application Site / Portal • iFolder – upload, email • Classification & Extraction • Mailroom Automation and/or • In Process Capture • Secure Collaboration – view & annotate • Records Management (EasyRM) • Insurance Management System Integration
    • 17. Case Study #1 Regional Life Insurance Company • ~500 Forms, ~ 6 million docs/year • Agents – Upload directly to ECM system • Customers Paper, Email, Fax • 3rd Party – Lab Results, other Medical Forms • Email/Fax – Printed & Scanned
    • 18. Case Study #1 Regional Life Insurance Company • Phase 1 – Classification of Documents • Phase 2 – Redesign / Rationalization of Forms (version control) • Phase 3: • Extraction • OneView Analytics • Customer Portal
    • 19. Human Resources Automation System Employee Applications & Onboarding • Paper or Electronic Documents • Application = “Structured” Data • Supporting Docs (I-9, W-4, Employment Agreement, Confidentiality Agreement, and more…) • Structured • Semi-Structured • Unstructured Current (Manual) Process: • Costly • Slow • Error Prone
    • 20. Human Resource Automation System HR Automation System Modules • Secure Employee Application Site / Employment Portal • eFolder – upload, email • Classification & Extraction • Mailroom Automation and/or • In Process Capture • Secure Collaboration – view & annotate • Records Management (EasyRM) • HCM Integration
    • 21. SAP Integration Zia + Pernexas Partnership • Ephesoft + Alfresco + SAP • Connexas – only certified connector Alfresco to SAP • Alfresco – provides collaboration + Records Management • SAP ERP, HCM
    • 22. Simple + Secure Back Office: Accounts Payable What’s the Problem? • Vast Majority are still “paper” invoices • Current (Manual) Processes are Costly, Slow, Error Prone • Lack of Strategic Insight Why so difficult? • “No two invoices are the same” • Where to find PO Number, Invoice Number, Taxes, Grand Total, Supplier Details • Past approaches haven’t worked (Templates, List of Variables)
    • 23. Invoice Automation System Invoice Automation System Modules • Secure Vendor Site / Portal • vFolder – upload, email • Classification & Extraction • Mailroom Automation and/or • In Process Capture • Secure Collaboration – view & annotate • Records Management (EasyRM) • ERP/Accounting Integration
    • 24. Integration • Point-to-Point • Enterprise Service Bus (ESB)

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