From Paper to Electronic Records: Using Alfresco and Ephesoft to easily file Records<br />Mike Mahon, President,mike@ziaco...
Agenda<br /><ul><li>Introductions
Zia Consulting Overview
Ephesoft Overview & Positioning
Inbound Rules Route Docs in Alfresco
Filing Electronic Docs as Records
Q & A</li></li></ul><li>Who is Zia?A firm with deep technical expertise & strategic insight, coupled with our Agile softwa...
 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</li></ul>Professional Qualifications<br /><ul><li>Highly-experienced senior staff consisting of Busin...
Alfresco Professional Services & OEM Partner
Ephesoft Partner
IBM Partner</li></ul>Our Partners<br />
Service Offerings<br />Enterprise Content Management (ECM)<br />An ECM is a cultivation of knowledge -- one of the most va...
Presentation Goals<br />Value Prop over Trad Scan Solutions<br />Ephesoft Overview<br /><ul><li>Direct Cost Savings
No Per Use Fees
CPU-based pricing
Indirect Cost Savings
Productivity – more with less
Simplicity – no sorting required
Admin Overview
Create Doc Types and Field Extraction
Configure Email and CMIS Integration
Provide Scan Operator Overview
Show Ephesoft scan results</li></ul>Demonstrate Routing Docs & Filing Records <br />Show Workflow in Share<br /><ul><li>Ea...
Route and file documents by type
Simple, easy to understand, painless
Leverage power of datalists and workflow
Simple, usable collaborative interface
Easily definable workflow in Share</li></li></ul><li>Intelligent Document Capture<br /><ul><li> Content Classification and...
No Separator Sheets, no Barcode
Classify correspondence or letters
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Zia ephesoft records management webinar

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Content 2.0: Easy Records Management using Ephesoft, Alfresco and Zia: Join Zia in a demonstration on how to scan, classify and release images, email, and contracts into Alfresco's Records Management Module.
The webinar would show users how to do 3 things depending on time.
1. Scan, classify and store records in Alfresco and file them in RM - using Ephesoft and Alfresco
2. Inbox monitoring, classifying, and storing email as records in Alfresco and file them in RM using Ephesoft and Alfresco
3. Create, review via workflow, and store agenda's (Zia product that has extended datalists and workflow in Share) in RM

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Zia ephesoft records management webinar

  1. 1. From Paper to Electronic Records: Using Alfresco and Ephesoft to easily file Records<br />Mike Mahon, President,mike@ziaconsulting.com<br />Office: 303.443.4004 x203<br /> Cell: 720.289.7424<br />
  2. 2. Agenda<br /><ul><li>Introductions
  3. 3. Zia Consulting Overview
  4. 4. Ephesoft Overview & Positioning
  5. 5. Inbound Rules Route Docs in Alfresco
  6. 6. Filing Electronic Docs as Records
  7. 7. Q & A</li></li></ul><li>Who is Zia?A firm with deep technical expertise & strategic insight, coupled with our Agile software methodology, provides numerous benefits to our customers:<br />Benefits<br /><ul><li> Achieve ROI by delivering improved operational efficiencies
  8. 8. Boost productivity by creating collaborative work environments
  9. 9. Maintain access and control of information through the enterprise
  10. 10. Allow employees to find the information they need, when they need it
  11. 11. Increase end-user adoption
  12. 12. Agile training by using Zia methodology and Rally tools
  13. 13. Raving fan customers</li></ul>Professional Qualifications<br /><ul><li>Highly-experienced senior staff consisting of Business Analysts, Enterprise Architects, Software Engineers and Data Architects
  14. 14. Alfresco Professional Services & OEM Partner
  15. 15. Ephesoft Partner
  16. 16. IBM Partner</li></ul>Our Partners<br />
  17. 17. Service Offerings<br />Enterprise Content Management (ECM)<br />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. <br />Enterprise 2.0 Solutions<br />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.<br />Enterprise Mobile Applications<br />Mobile workforce enablement is an increasing trend for Zia’s enterprise customers. Zia’s Fresh Docs ECM application is available for iPhone, iPadand Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com.<br />Zia’s Agile Solution Methodology<br />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.<br />
  18. 18. Presentation Goals<br />Value Prop over Trad Scan Solutions<br />Ephesoft Overview<br /><ul><li>Direct Cost Savings
  19. 19. No Per Use Fees
  20. 20. CPU-based pricing
  21. 21. Indirect Cost Savings
  22. 22. Productivity – more with less
  23. 23. Simplicity – no sorting required
  24. 24. Admin Overview
  25. 25. Create Doc Types and Field Extraction
  26. 26. Configure Email and CMIS Integration
  27. 27. Provide Scan Operator Overview
  28. 28. Show Ephesoft scan results</li></ul>Demonstrate Routing Docs & Filing Records <br />Show Workflow in Share<br /><ul><li>Easy to Use
  29. 29. Route and file documents by type
  30. 30. Simple, easy to understand, painless
  31. 31. Leverage power of datalists and workflow
  32. 32. Simple, usable collaborative interface
  33. 33. Easily definable workflow in Share</li></li></ul><li>Intelligent Document Capture<br /><ul><li> Content Classification and Separation
  34. 34. No Separator Sheets, no Barcode
  35. 35. Classify correspondence or letters
  36. 36. Advanced Extraction
  37. 37. Fixed Form or Free Form extraction
  38. 38. Fuzzy Database-document matching
  39. 39. Runs on Cloud and Data Centers:
  40. 40. Web-based user interface
  41. 41. Supports Cloud infrastructure </li></ul>6<br />
  42. 42. 7<br />Intelligent Document Capture 2011<br />
  43. 43. 8<br />Ephesoft in action<br />Step 1. Identify and collect samples<br />Step2. The system learns the categories<br />Fax<br />Paper<br />E-mail<br />Step 3. Classify incoming documents<br />Step 4. Extract required metadata<br />Policy #<br />Claim ID<br />SSN<br />Date of Birth<br />Date<br />Account #<br />SSN<br />FEIN<br />SSN<br />DATE<br />Loan Application<br />Tax Returns<br />Claims<br />Credit Card Application<br />Letters or Correspondence<br />
  44. 44. Administrator Overview<br />
  45. 45. Administration:EphesoftBatch Class Management<br />
  46. 46. Administration:Adding a new document type<br />Add Name of Doc Type<br />
  47. 47. Administration:Adding a new field type<br />Add Type information<br />
  48. 48. Administration:Specify the location and pattern of the new field<br />Value locate via search<br />Regular Expression<br />
  49. 49. Administration:Adding sample images for new document types<br />Copy Sample Docs Into These Folders<br />
  50. 50. Administration:Click ‘Learn Files’ button to train Ephesoft<br />Learn Files Creates Search Index<br />
  51. 51. Administration:CMIS configuration<br />
  52. 52. Scanning Operator Overview<br />
  53. 53. Operator View:Browser-based Scanning<br />
  54. 54. Operator View:Scanning complete<br />
  55. 55. Operator View:Review classification & validation batches<br />9 Classification Results<br />10 Validation Results<br />
  56. 56. Operator View:Review accuracy of classification<br />2 Known and 3 Unknown Doc Types<br />
  57. 57. Operator View:Document review is complete<br />Review is Complete<br />Validation is Next<br />
  58. 58. Operator View: The Validation step is next<br />
  59. 59. Operator View:Inspect validated fields<br />Date is Missing<br />
  60. 60. Operator View:Validation is complete<br />Upload to Alfresco is next<br />
  61. 61. Scan Artifact Result Overview<br />
  62. 62. Explanation:For each document, a TIF, PDF, & XML file are created<br />
  63. 63. Explanation:A PDF with a searchable text layer is uploaded to Alfresco with the custom document type applied<br />
  64. 64. Alfresco Import Overview<br />
  65. 65. Alfresco User View:Custom Inbound Rules Route Documents to the Alfresco Records Management Share Site<br />
  66. 66. Alfresco User View:Custom Inbound Rules Complete RM metadata and declare the record.<br />
  67. 67. Alfresco User View:Record Management System – Auto Declared Docs<br />
  68. 68. Alfresco User View:Metadata from Ephesoft stored in RM System<br />
  69. 69. Summary<br />Common Sense Decisions<br /><ul><li>Open Source allows you to grow your business with predictable costs
  70. 70. Filing Records should be as easy as possible
  71. 71. Zia is PARTNERing with Alfresco & Ephesoft
  72. 72. Companies/Orgs need to do more with less</li></ul>Solutions that Work<br /><ul><li>Zia brings expertise
  73. 73. Platinum Alfresco & Ephesoft partner
  74. 74. Alfresco brings cost-effective ECM/RM platform
  75. 75. Ephesoft revolutionizes scanning</li></ul>Image take from Camandago.com<br />
  76. 76. Questions & Answers:<br />Sales<br />303.443.4004 x203<br />sales@ziaconsulting.com<br />http://www.ziaconsulting.com/<br />
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