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Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services
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Fast Efficient Decision Making with Alfresco & Ephesoft in Financial Services

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  • 1. Efficient Customer On Boarding with Alfresco and EphesoftMonday, 4 March 13
  • 2. What We’re Going to Cover • About Zaizi • Examples of Open Source in Use • Our Scenario & The SolutionMonday, 4 March 13
  • 3. This is Me – Your Presenter • 20 Years of Document to Process Capture • Worked on Projects involving all of the major Document Capture and ECM PlatformsMonday, 4 March 13
  • 4. • Zaizi is a consultancy and systems integrator specialising in assembling smart content solutions using Alfresco, Ephesoft, Solr and eXo. • Our team have experience building and delivering a wide range of enterprise solutions including document and web content management systems, portals and corporate extranets. • We are an Alfresco & Ephesoft certified Platinum Partner. • Alfresco Partner of the Year 2012!Monday, 4 March 13
  • 5. Our Customer Feedback • Incredibly Professional Approach • Understand the Brief Very Well • Competitive, But great focus on quality • Excellent Knowledge of the System • Flexible and Approachable • Great Team • Best Supplier We HaveMonday, 4 March 13
  • 6. Examples of Open Source In ActionMonday, 4 March 13
  • 7. YouTube Usage Technology •Total videos as of March 17th 2008: 78.3 •Apache Million •Python •Videos Uploaded per day: Over 150,000 •Linux •Average Video Length: @ minutes 46.17 •MySQL (2 DBA’s) seconds •psyco •412.3 years to view all of the materials on •lighttpd YouTube •Received more than 100 million unique visits •Source: http://highscalability.com/youtube- in January 2009 architecture •Sources: comScore & Digital EthnographyMonday, 4 March 13
  • 8. Facebook Usage Technology •More than 175 Million active Users •Apache (1,200 web servers) •More than 3 billion minutes are spent on •PHP Facebook each Day •Python •More than 18 Million users update their •Java statuses at least once each day •Linux •More than 850 Million photos uploaded to •MySQL (1,800 servers & 30,000 databases, 2 the site each month DBA’s) •More than 7 Million Videos uploaded each Month •Source: Engineering @ Facebook •52,000 third party applications available •Source: FacebookMonday, 4 March 13
  • 9. Our Scenario – the Current WayMonday, 4 March 13
  • 10. Our Scenario - BackgroundMonday, 4 March 13
  • 11. Our Scenario - Background This is Ben – He’s a little impulsiveMonday, 4 March 13
  • 12. Our Scenario - Background This is Ben – He’s a little impulsive Walking down the road one day he sees his dream car on a forecourt and has to have itMonday, 4 March 13
  • 13. Our Scenario - Background This is Ben – He’s a little impulsive Walking down the road one day he sees his dream car on a forecourt and has to have it He quickly searches on line for a loan and appliesMonday, 4 March 13
  • 14. Our Scenario - Background This is Ben – He’s a little impulsive Walking down the road one day he sees his dream car on a forecourt and has to have it He quickly searches on line for a loan and applies The loan company needs to meet with strict regulatory requirements and has to complete a KYC process to prove it made a well founded decision on whether to lend to Ben or notMonday, 4 March 13
  • 15. Our Scenario – Missing DocumentationMonday, 4 March 13
  • 16. Our Scenario – Missing Documentation Ben completes the application form and sends it to the lender along with proof of address and proof of identityMonday, 4 March 13
  • 17. Our Scenario – Missing Documentation Ben completes the application form and sends it to the lender along with proof of address and proof of identity But the lender, as part of their KYC process also wants to see Ben’s proof of incomeMonday, 4 March 13
  • 18. Our Scenario – Missing Documentation Ben completes the application form and sends it to the lender along with proof of address and proof of identity But the lender, as part of their KYC process also wants to see Ben’s proof of income At the lender the letter is sorted in the post room, delivered to the right department, the application is logged and all of Ben’s details added to the lenders systemsMonday, 4 March 13
  • 19. Our Scenario – Missing Documentation Ben completes the application form and sends it to the lender along with proof of address and proof of identity But the lender, as part of their KYC process also wants to see Ben’s proof of income At the lender the letter is sorted in the post room, delivered to the right department, the application is logged and all of Ben’s details added to the lenders systems A letter is types requesting Ben’s Proof of incomeMonday, 4 March 13
  • 20. Our Scenario – Missing Documentation Ben completes the application form and sends it to the lender along with proof of address and proof of identity But the lender, as part of their KYC process also wants to see Ben’s proof of income At the lender the letter is sorted in the post room, delivered to the right department, the application is logged and all of Ben’s details added to the lenders systems A letter is types requesting Ben’s Proof of income The above steps are repeated once Proof of Income is received and a decision could be made in 2 weeksMonday, 4 March 13
  • 21. Our WayMonday, 4 March 13
  • 22. Using Best of Breed Open Source PlatformsMonday, 4 March 13
  • 23. Using Best of Breed Open Source Platforms • The Leading open source enterprise document and records management system • Alfresco’s scalable solution can be hosted on premise and in the cloud enabling enterprises to enable secure collaborationMonday, 4 March 13
  • 24. Using Best of Breed Open Source Platforms • The Leading open source enterprise • Ephesoft is the industry’s only Java document and records management and 100% browser based IDC system Solution that is cloud ready out of the box • Alfresco’s scalable solution can be hosted on premise and in the cloud • Ephesoft is based on open enabling enterprises to enable standards and can run on Linux secure collaborationMonday, 4 March 13
  • 25. The Electronic Workflow This is mostly electronic, with very little user intervention, the idea is that the client pack is only presented to a decision maker once all relevant documents and checks have been completed.Monday, 4 March 13
  • 26. Lets Take a LookMonday, 4 March 13
  • 27. The Benefits • Ben’s application is only ‘touched’ by a decision maker once all of the relevant information is available in his ‘client pack’ • All communication with Ben can be electronic, using e-mail making in quick and easy • This streamlines the process and saves time, start to end decision making could be in a matter of hours – even with missing documents in the initial application. • 100% legally compliant from point of entry to the business. • Better customer serviceMonday, 4 March 13
  • 28. Thank You! Future Events, Financial Services Event March 21st in London Webinar March 11th Extracting Knowledge from Unstructured Documents in AlfrescoMonday, 4 March 13

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