Document Processing Systems - ECM Renovation Roadshow

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Document Processing Systems - ECM Renovation Roadshow

  1. 1. Your Business Processes. Streamlined. Document Processing Solutions
  2. 2. Today’s Discussion Today’s ECM Challenges User Adoption (“ECM Avoidance”) Cost & Complexity (of Document Processing)
  3. 3. •  Any “Paper/Person-Centric” Process •  Supporting Documents •  Complex (Uncontrolled) Business Processes •  Application Processing •  Employee Applications •  Benefits, Permits, ID’s •  Employee Onboarding •  Corporate Finance •  Contracts Management •  Invoice Processing Document Processing Solutions – Where?
  4. 4. Document Processing Case Study •  City of Chattanooga •  Use Case – Employee Onboarding •  Cost & Complexity •  Capture + ECM to HR to Finance/IT Recrui'ng   Onboarding   Management   Leaving  
  5. 5. •  ROI < 9 months. •  50%+ increase in Productivity. •  Improved Constituent Satisfaction. •  Accelerated Revenue Cycles •  Enhanced Compliance •  Actionable Analytics. Document Processing Solutions – Why?
  6. 6. Core Components: •  Smart Repository •  Smart Workflow •  Enterprise Integration •  OCR/Capture-as-a-Service Additional Components may include: •  Customer Self-Service Web/Portal •  View / Annotate / Redact •  Electronic Signature •  Secure Mobile ECM Document Processing Solutions - What?
  7. 7. Document Processing Case Study Passport Applications
  8. 8. Sync Chris Creator ü  Initiates New “Case” & Workflow ü  Creates Application Package ü  Routes docs to manager Mary Manager ü  Application Manager ü  Reviews and approves application Andy Applicant ü  New Passport Applicant ü  Completes / Submits Docs Application Docs Imogen Issuer ü  Receives final documents ü  Issues Passport Our Team Members Business Challenge: Cost & Complexity of Document Processing New Passport Applications
  9. 9. •  Enterprise Content Hub •  via Paper, Fax, Email, Upload •  Version Control •  Enterprise Search •  Records Management •  Role-Based (Case) UI Smart Repository
  10. 10. •  Role-Based •  Customer-Centric •  Easy to Adopt (minimal user training) •  Powerful Business Processes •  Advanced Workflow •  Future Proof Simple + Smart" Alfresco Workdesk
  11. 11. •  Template-Based Initiation •  Document Assembly •  Routing •  Review, Approve, Request Action •  Via Email, Secure Cloud Site •  Declare Record Smart Workflow
  12. 12. •  Email Integration – Outlook, Gmail •  Office/Google Docs Integration •  ERP/HCM/CRM Systems •  Custom Applications (Issuance, Billing) •  Point-to-Point •  Enterprise Service Bus Enterprise Integration
  13. 13. •  Paper and/or Electronic Documents •  Intelligent Capture Technologies •  Classification / Extraction without bar codes or separator pages •  Structured (Forms) and Unstructured •  Mailroom Automation and/or •  “In Process Capture” •  Embedded in ECM/Workflow •  Automated Classification & Extraction OCR-as-a-Service PARTNER OF THE YEAR 2013PARTNER OF THE YEAR 2012
  14. 14. •  Secure Login •  Initial Application •  Download Documents •  Upload Documents •  Check Status •  Simple Design & Branding •  Asset Re-use Across Sites Additional Components: Secure Applicant Site
  15. 15. •  Virtually Any File Type •  Integrated with Alfresco •  Compare Original / Signed Docs, Different File Formats •  Annotation with Changemark ™ Notes Additional Components Enterprise Viewing
  16. 16. Enterprise Redaction •  Redact fields to securely share applicant / claims / benefits information •  Across multiple user groups (both internal/external) •  Hide SS#, financial information, etc…
  17. 17. OR Securely sign within your Alfresco repository •  Legal Signature – eSign ACT & UETA •  Dual-Level Authentication •  Allows for Multiple Signatures •  Automatically Creates Secure PDF Additional Components Digital/Electronic Signature
  18. 18. Additional Components: Mobile •  Secure Mobile ECM •  Role-Based (Case) UI •  Unique “App/Server” Model –  “Relevant” Information –  Dynamic Views •  IT Approved –  Single Enterprise Application –  Configured, not Customized
  19. 19. Demo!  
  20. 20. Questions?

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