Zia ephesoft records management webinar

From Paper to Electronic Records: Using Alfresco and Ephesoft to easily file Records
Mike Mahon, President,mike@ziaconsulting.com
Office: 303.443.4004 x203
Cell: 720.289.7424

Agenda
Introductions
Zia Consulting Overview
Ephesoft Overview & Positioning
Inbound Rules Route Docs in Alfresco
Filing Electronic Docs as Records
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:
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 & OEM Partner
Ephesoft Partner
IBM 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, 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.
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.

Presentation Goals
Value Prop over Trad Scan Solutions
Ephesoft Overview
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
Demonstrate Routing Docs & Filing Records
Show Workflow in Share
Easy to Use
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

Intelligent Document Capture
Content Classification and Separation
No Separator Sheets, no Barcode
Classify correspondence or letters
Advanced Extraction
Fixed Form or Free Form extraction
Fuzzy Database-document matching
Runs on Cloud and Data Centers:
Web-based user interface
Supports Cloud infrastructure
6

7
Intelligent Document Capture 2011

8
Ephesoft in action
Step 1. Identify and collect samples
Step2. The system learns the categories
Fax
Paper
E-mail
Step 3. Classify incoming documents
Step 4. Extract required metadata
Policy #
Claim ID
SSN
Date of Birth
Date
Account #
SSN
FEIN
SSN
DATE
Loan Application
Tax Returns
Claims
Credit Card Application
Letters or Correspondence

Administrator Overview

Administration:EphesoftBatch Class Management

Administration:Adding a new document type
Add Name of Doc Type

Administration:Adding a new field type
Add Type information

Administration:Specify the location and pattern of the new field
Value locate via search
Regular Expression

Administration:Adding sample images for new document types
Copy Sample Docs Into These Folders

Administration:Click ‘Learn Files’ button to train Ephesoft
Learn Files Creates Search Index

Administration:CMIS configuration

Scanning Operator Overview

Operator View:Browser-based Scanning

Operator View:Scanning complete

Operator View:Review classification & validation batches
9 Classification Results
10 Validation Results

Operator View:Review accuracy of classification
2 Known and 3 Unknown Doc Types

Operator View:Document review is complete
Review is Complete
Validation is Next

Operator View: The Validation step is next

Operator View:Inspect validated fields
Date is Missing

Operator View:Validation is complete
Upload to Alfresco is next

Scan Artifact Result Overview

Explanation:For each document, a TIF, PDF, & XML file are created

Explanation:A PDF with a searchable text layer is uploaded to Alfresco with the custom document type applied

Alfresco Import Overview

Alfresco User View:Custom Inbound Rules Route Documents to the Alfresco Records Management Share Site

Alfresco User View:Custom Inbound Rules Complete RM metadata and declare the record.

Alfresco User View:Record Management System – Auto Declared Docs

Alfresco User View:Metadata from Ephesoft stored in RM System

Summary
Common Sense Decisions
Open Source allows you to grow your business with predictable costs
Filing Records should be as easy as possible
Zia is PARTNERing with Alfresco & Ephesoft
Companies/Orgs need to do more with less
Solutions that Work
Zia brings expertise
Platinum Alfresco & Ephesoft partner
Alfresco brings cost-effective ECM/RM platform
Ephesoft revolutionizes scanning
Image take from Camandago.com

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

Zia ephesoft records management webinar

by Zia Consulting

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