Zia Consulting - Fresh Capture

Fresh CaptureDesktop Capture of Scanned DocumentsReleased to Alfresco Enterprise 3.x
Mike Mahon, President,mike@ziaconsulting.com Office: 303.443.4004 x203 Cell: 720.289.7424

Agenda
Zia Consulting Overview
Fresh Capture Slide Presentation
Q & A

Who is Zia?A firm with deep technical expertise and strategic insight, coupled with our Agile software delivery methodology, provides numerous benefits to our customers:
Benefits
Achieve ROI by delivering improved operational efficiencies
Boost productivity by creating collaborative work environments
Maintain access and control of information through the enterprise
Allow employees to find the information they need, when they need it
Increase end-user adoption
Agile training by using Zia methodology and Rally tools
Raving fan customers
Professional Qualifications
Highly-experienced senior staff consisting of Business Analysts, Enterprise Architects, Software Engineers and Data Architects
Alfresco Professional Services Partner
IBM Partner
Kofax Partner
Our Partners

Service Offerings
Enterprise Content Management (ECM)
An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes,streamlining the review, approval and distribution of content across an organization. Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs.
Enterprise 2.0 Solutions
The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions. Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team.
Enterprise Mobile Applications
Mobile workforce enablement is an increasing trend for Zia’s enterprise customers. Zia’s Fresh Docs ECM application is available for iPhone, iPad and Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com.
Zia’s Agile Solution Methodology
At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value, even if those features were unknown at the launch of the project.

Why Fresh Capture?Supports the scanning of paper documents into Alfresco’s content repository
Leverages inexpensive desktop scan and OCR software
Low cost
Reduced storage cost
Minimize manual entry
Minimize file misplacement
Short timeframe to install
Content Management Requirements
Alfresco 3.x Content Management System
Note: Zia can upgrade Alfresco Enterprise to latest 3.x version
Desktop based document capture and release to Alfresco
Installed as Flex desktop application

Who Should Use Fresh Capture?
Departments that perform non-batch scanning (typically up to 10 or 20 documents at a time)
For example: HR, Accounting, Public Works, and Clerk Departments
Individuals looking to save on paper storage cost by moving to electronic doc storage
Excellent as a quality control application to manage scan quality and metadata assignment.
For example: If you scan your paper docs and assign metadata, you perform a Quality Control review prior to “releasing” to Alfresco.
What it should not be used for:
Zonal scanning solutions (pick a location on a scan document, scan and OCR
For example: It does not scan an invoice number from a document in a standard location.
If you process large amounts (100 or 200) of the same types of documents, you will not want to use Fresh Capture

Power Point Presentation

Fresh Capture Overview

Fresh CaptureLogin
Login from Desktop Application to Alfresco
Fresh Capture

Configurable Scan LocationsConfigurable Project Site
Define temporary scan directory
Define your server connection
Configurable Scan Home or “dropbox” location
Scanned Document location can be set via preferences or on custom content model
For example, AP Invoices could be stored in the Scanned Documents folder, but HR documents could be stored in a different location.
11

Scanned Document Queue
Scan Document Queue Allows for individual management of scan and quality control for scan quality. Additionally, you can release batches of documents to Alfresco
Local or Network Scan Directory
Shows local or network scan directory structure
12

Apply Metadata, Quality Control Scan and Release to Alfresco
Apply custom document type to scanned document.
Fields below show custom content modelling elements.
Release to Alfresco
Fields below show custom content modelling elements.
Quality Control Scan
Optional Quality control for Scan or metadata assignment
13

Release to Alfresco
Press “Release” button pushes content and metadata to Alfresco
Can be accomplished on this screen or in the scan queue for batch processing
14

Scan Documents in Alfresco Share
“Release” directory in Alfresco

View Meta Data and Scan
View Metadata in Alfresco
These were entered on Fresh Capture screen and stored along with the scanned document.

Questions & Answers
Sales
303.443.4004 x203
sales@ziaconsulting.com
http://www.ziaconsulting.com/home/freshcapture/

Zia Consulting - Fresh Capture

by Zia Consulting on Oct 21, 2010

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Zia Consulting - Fresh Capture — Presentation Transcript