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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 …

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