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Ephesoft & Linux Webinar: Smart Capture™ is Now Even Smarter!

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With the recent release of Ephesoft 3.1 on Linux, the modern alternative to legacy intelligent capture technologies is now even further differentiated from the costly and complex choices of the past. …

With the recent release of Ephesoft 3.1 on Linux, the modern alternative to legacy intelligent capture technologies is now even further differentiated from the costly and complex choices of the past. During this presentation, we will provide an overview of Ephesoft on Linux and discuss the unique value provided with this offering.

Specific topics covered include:
-Why Ephesoft on Linux (vs. Windows)
-Ephesoft Web Services and Zia's "In-Process Capture"
-What's So Different About Ephesoft Anyway?
-Document Processing with Ephesoft: Mortgage, Insurance, Human Resources, Accounts Payable + more...

Zia is the 2012 and 2013 Partner of the Year for Ephesoft and co-author of the book Intelligent Document Capture with Ephesoft. Zia Solutions for Ephesoft include Mortgage and Insurance Processing, Invoice Automation, Employee Onboarding/Offboarding, and more!

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  • Secure Back Office
    Employment Applications & Onboarding
    M&A Documents
    Patent Filings
    Lawsuits
    Invoices
    Purchase Orders
    Tax Documents

    Financial Services – Loan Processing, Insurance Applications, Claims, 401k/IRA/Investment documents
  • http://www.sciencedaily.com/releases/2013/05/130522085217.htm
  • Secure Back Office
    Employment Applications & Onboarding
    M&A Documents
    Patent Filings
    Lawsuits
    Invoices
    Purchase Orders
    Tax Documents

    Financial Services – Loan Processing, Insurance Applications, Claims, 401k/IRA/Investment documents
  • Secure Back Office
    Employment Applications & Onboarding
    M&A Documents
    Patent Filings
    Lawsuits
    Invoices
    Purchase Orders
    Tax Documents

    Financial Services – Loan Processing, Insurance Applications, Claims, 401k/IRA/Investment documents
  • Simple overview of the process. Ephesoft looks at documents from several sources, adds value to these documents and then passes the documents and information on to other systems that can use that information. Ephesoft is not a repository or document or data retrieval system, but is a “value add” document pre processing application.
  • Chattanooga Use Case – Employee New Hire Form, WithholidngTax (w-4) & Employment Eligibility (i9) – into Alfresco, classify & extract with Ephesoft, push data to Oracle HCM for new employee set-up
  • Current (Manual) Processes are Costly
    As much as 4x the cost per invoice
    Paper costs
    People costs
    Missed discounts
    Missed early payments
    Supplier dissatisfaction
  • Current (Manual) Processes are Costly
    As much as 4x the cost per invoice
    Paper costs
    People costs
    Missed discounts
    Missed early payments
    Supplier dissatisfaction
  • Secure Back Office
    Employment Applications & Onboarding
    M&A Documents
    Patent Filings
    Lawsuits
    Invoices
    Purchase Orders
    Tax Documents

    Financial Services – Loan Processing, Insurance Applications, Claims, 401k/IRA/Investment documents
  • Current (Manual) Processes are Costly
    As much as 4x the cost per invoice
    Paper costs
    People costs
    Missed discounts
    Missed early payments
    Supplier dissatisfaction

Transcript

  • 1. Ephesoft + Linux Smart Capture™ is now even Smarter Phil Robinson SVP, Business Development phil@ziaconsulting.com Pat Myers EVP, Capture Practice pat@ziaconsulting.com
  • 2. Questions for Today • Why Intelligent Capture? • Why Intelligent Capture + Linux? • What’s Different About Ephesoft? • Who Can Benefit from This? • Can I See It? • Why is Zia Delivering This Webinar?
  • 3. Context: Content Chaos 90% of the World’s Data Has Been Generated Over the Last Two Years* *Science Daily May 2013
  • 4. How’s it Getting In? • Paper • Fax • Email • Website/Portal • Social Media • Mobile
  • 5. Why Intelligent Capture? Today’s Market Challenges Cost of Document Processing Cost of Records Management People & Paper Costs Employee Applications, Insurance Claims, Accounts Payable, Legal Records
  • 6. Why Intelligent Capture? “Self-Funded” Projects • ROI < 9 months • 50%+ increase in Productivity • Accelerated Time to Revenue • Improved Customer Retention
  • 7. Why Intelligent Capture on Linux
  • 8. Why Intelligent Capture on Linux
  • 9. What is IDC? • Input: scanned documents, email attachments, faxes, uploaded documents • Classify: identify document types in the file WITHOUT bar codes/separator pages • Extract: data from structured/unstructured documents • Deliver: to ERP, ECM, CRM DATE: 02/15/2013 CUSTOMER NUMBER: 2954875
  • 10. Who is Ephesoft? • Today’s Alternative to Costly/Complex IDC • ~100 years document capture experience • Open Platform simplifies Hardware/Software Integration • Cloud or On-Premises
  • 11. What is so different? & Why is that better? Business Value • Subscription or Purchase pricing • Eliminate click charges • Lower overall solution price IT Approved • Thin client architecture • Use of open standards • Simple to Install, Train System, Train Users • Match / exceed capabilities of legacy systems
  • 12. And now introducing… “In Process Capture” (IPC) • Classify & Extract within Workflow (“in process”) • via Ephesoft Web Services API’s • Zia’s unique IPC Solution: • Alfresco ECM Repository • Automated Capture (Ephesoft-Inside) • Delivery to ERP, HCM, CRM
  • 13. Where to Deploy? People + Paper Zia’s Document Processing Solutions • Financial Services • Public Sector • Zia’s Secure Back Office • Corporate Finance (Accounts Payable, Contracts) • Human Resources • Corporate Legal
  • 14. Document-Centric Industries & Departments
  • 15. Capture + Integration • Retain Ability to Work in Your Tool • ECM • ERP • CRM – Salesforce + • LOS / IMS / HCM • Point-to-Point • Enterprise Service Bus – Mulesoft, Oracle ESB, and more… • www.AnyIntegrate.com
  • 16. Leading Mortgage Insurer “Changing the Rules of the Game” • Technology as Competitive Advantage • Automated Workflow – Routing, Approvals, Exceptions • Seamless Integration of Capture / ECM / Workflow The Solution • Alfresco “Content Hub” • Ephesoft for Classification & Extraction • Zia OneView for Analytics – Integrated with BI/Reporting
  • 17. Secure Back Office: Corporate Finance Accounts Payable • ~1500 Contractors (vs. 1000 employees) • 8 Branches • Invoice Processing Current (Manual) Process = Costly, Slow, Error Prone The Solution – Automated Email-based Workflow • Ephesoft - Mailroom Automation • Alfresco – Document Repository + Records Management (Retention/Disposal) • Integration – Pronto ERP
  • 18. Where to Deploy? People + Paper Records Management • Back File Conversion • Ongoing RM • Automation of: • Classification of Document Types • Extraction of Critical Data • Application of Retention Schedule
  • 19. Demo
  • 20. Why Zia? Reduce Your Project Risk • ROI Focused • Ephesoft Experience • Solution Accelerators • Delivery Methodology PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013
  • 21. So… How do you get there?
  • 22. Introducing ICE Initial Consulting Engagements (ICE) Fixed Price Fixed Duration Based on methodology from dozens of successful Ephesoft Projects!
  • 23. What is ICE? Three Levels • Departmental • Corporate • Enterprise Three Phases • Discovery Process & Assessment • Technical Assessment • Roadmap & Project Management Plan
  • 24. What Next? PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013 • Talk to Us / Talk to Our Customers • Ephesoft Enterprise / Cloud Trial Learn More - http://www.ziaconsulting.com/home/resources/ • Webinars & Videos • Data Sheets & Brochures • Case Studies
  • 25. Let’s Meet! • MBA – Oct 19th-22nd • ARMA – Oct 26th-28th • AIIM Roadshows: Information Chaos • Wednesday, October 1st - Anaheim, CA • Tuesday, October 7, 2014 - Washington, DC • Thursday, October 9, 2014– New York, NY • Tuesday, October 21, 2014 – Chicago, IL • Thursday, October 23, 2014 – Minneapolis, MN