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Who's Afraid of Mobile Capture?

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John Mancini, AIIM President; Jaspar Roos, Chief Inspiration Officer, XL family; & Giulio Battistini, CEO & Founder, CumulusPro

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Who's Afraid of Mobile Capture?

  1. 1. In associationwith: Presented by: Who's Afraid of Mobile Capture? Presented4 June2015
  2. 2. In associationwith: Presented by: About AIIM AIIM is the Global Community of Information Professionals AIIM believes that the information systems we use at work should be simple, secure, and available anywhere, anytime, and on any device. Our mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation. Learn more at www.aiim.org
  3. 3. In associationwith: Presented by: AIIM Presents: Who's Afraid of Mobile Capture? John Mancini President AIIM Jaspar Roos CEO XL family Giulio Battistini CEO & Founder CumulusPro
  4. 4. In associationwith: Presented by: Introducing our Featured Speaker John Mancini President AIIM
  5. 5. In associationwith: Presented by: There have been five main eras in managing the people/process/information intersection. Paper Micro- graphics ERP DM and Workflow ECM
  6. 6. Paper Pre 1960s Centuries of best practice Documents at core Archive focused Micrographics 1960s& 70s Small # of vendors; paper proxy Single HW technology Defined user universe ERP 1980s Documents still often paper Sale to C- Suite Expensive and complex DM & Workflow 1990s PCS, LANs, and Documents Mission critical processes Document specialists ECM 2000s Suites and acquisitions “Enterprise” layer SharePoint emergence
  7. 7. In associationwith: Presented by: The Three Disrupters
  8. 8. CONSUMERIZATION is transforming what users expect from applications and how we deliver them. We are now in the era of user-centric IT.
  9. 9. CLOUD AND MOBILE are creating an expectation of anywhere, anytime access and transforming how we engage with customers and employees.
  10. 10. THE INTERNET OF THINGS is generating massive amounts of new data and information, creating enormous new challenges and opportunities.
  11. 11. Enterprise • BECOMING… • Mobile • Global • Open • Engaged • Agile • Adaptive Content • BECOMING… • Complex • Invaluable • An asset • Source of advantage Management • BECOMING… • Social • Collaborative • Open • Flexible • Inclusive • SaaS How is “ECM” morphing as a result of these disruptors?
  12. 12. In associationwith: Presented by: Paper Micro- graphics ERP DM and Work- flow ECM ??? The impact -- We are now beginning the transition to a sixth era in managing people, processes, and information, and mobile is at the heart of this transition.
  13. 13. In associationwith: Presented by: 60% = “Gaining user adoption has been a big problem for our ECM project.” 2015 ECMsurvey -- AIIM
  14. 14. In associationwith: Presented by: WHY?
  15. 15. In associationwith: Presented by: 1 -- Mobile Access is a Problem… • Although 29% are in the process of planning or rolling out mobile access, only 39% currently provide mobile access of any sort. – Only 11% would describe that as universal access across all staff – Only 5% also providing mobile access to project partners. Source: 2015 ECMDecisions,AIIM
  16. 16. In associationwith: Presented by: 2 -- Mobile Usability is a Problem… • Most mobile functionality restricted to search and view access, and this may well be through the browser rather than a dedicated app, limiting offline capability. – 55% have no app-based capability. • 37% prefer their workplace social platform to be an extension or module of their ECM system, rather than a separate best-of-breed product. – But only 13% provide an approved “business-grade” system. • 62% are still strongly reliant on their file-share. Source: 2015 ECMDecisions,AIIM
  17. 17. In associationwith: Presented by: 3 -- Mobile Capture is a Problem… • Only 12% have dedicated mobile e-forms for initiating or interacting with on-prem processes. • 71% of organizations have scanning and capture systems, and for 25% capture is incorporated in their ECM system – But only 36% are making significant progress towards paper-free processes. • Only 30% have integrated multi-channel inbound capture. Source: 2015 ECMDecisions,AIIM
  18. 18. In associationwith: Presented by: 3 key ECM strategy requirements moving forward: 1. From a usability perspective, think mobile first. 2. Tap into mobile capture opportunities to push capture closer to the point of origination. 3. Remember that “Capture” is more that just scanning.
  19. 19. In associationwith: Presented by: Where should our people put their “stuff” so that it is… Secure, shareable, and searchable so my ORGANIZATION can accomplish its goals and… Works the way they work and is useful to THEM in getting their job done.
  20. 20. In associationwith: Presented by: Introducing our Guest Speaker Jaspar Roos Chief Inspiration Officer XL family
  21. 21. Mobile capture and trends Jaspar Roos
  22. 22. XL family Continuous Innovation
  23. 23. 24
  24. 24. CREATING VALUE THROUGH DIALOGUES CORPORATE VENTURING OF ABN AMRO
  25. 25. The world Is changing
  26. 26. 1993
  27. 27. 2012
  28. 28. 2014
  29. 29. 2015 – Autumn/ Winter season
  30. 30. From 65 to 15 years
  31. 31. The longer Uber has been in a city, the less willing to wait for a car everyone becomes.
  32. 32. 49
  33. 33. 50
  34. 34. 51
  35. 35. Every organization is perfectly designed to get the results it gets
  36. 36. The big challenge for banks: Speed! Imagine the speed of payments: From two days to 1 second with new startups like Ripple
  37. 37. A lot of this has to do with paperwork and legacy systems
  38. 38. Many control structures
  39. 39. If you would become CEO of a bank today, what would you do?
  40. 40. "A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be."
  41. 41. Creating a mobile capture system throughout all processes will dramatically improve the acceptance of banks!
  42. 42. Think the speed you can win at Mortgage & Loan applications Credit reviews Customer care Compliance
  43. 43. Jaspar Roos
  44. 44. In associationwith: Presented by: Introducing our Sponsor Speaker Giulio Battistini CEO & Founder CumulusPro
  45. 45. © CumulusPro 2014 CumulusPro Mobile Capture June 2015
  46. 46. CUSTOMER • Excluded • Passive • Static ORGANIZATION • Hierarchical • Systemof Records • Business Users Traditional Customer - Organization Relationship 674-Jun-15
  47. 47. CUSTOMER • Active • Engaged • Self Service • Browsers • Mobile Devices ORGANIZATION • Interaction • Communication • Collaboration • Agility/Speed Now it’s the Age of the Customer 684-Jun-15 Consumerization Cloud
  48. 48. CumulusPro Mobile Capture Solution Bank/Insurance etc. Internet Employees/Customer
  49. 49. Why do we need a Mobile Capture App? 704-Jun-15
  50. 50. Problems with mobile cameras 714-Jun-15 • Incomplete documents • Images with furniture,floors in the background • Tilted, blur images • File size, file types etc.
  51. 51. CumulusPro Mobile Capture App 724-Jun-15
  52. 52. Customer Engagement… 734-Jun-15 Banking New Account Opening Credit Card Application Loan Application Mortgage Documentation Document Portal Invoices Cash Receipts Tax Documents Contracts Correspondence Proof of Delivery Insurance New Account Opening Investments Claims Submission Legal Risk Assessment Questionnaires Identification…
  53. 53. CUSTOMER CHALLENGE • Customer sends paper claims to be scannedandprocessed. • Today,customers use mobile devices to snapa picture and don’t send paper anymore. • This “uncontrolled environment” leads to: • Hugefiles,unknownfiletypes • Unprocessableimages • Dramaticincreasein email andphone call costs. • Massive increase of costs for Service Provider and Insurance 744-Jun-15 Case Study – Claims Submission BEFORE CUMULUSPRO Send photo of Claim via mobile SERVICE PROVIDER HEALTHCARE INSURANCE Payment claim to consumer Transactionfor payment claim
  54. 54. 754-Jun-15 Case Study – Claims Submission SOLUTION WITH CUMULUSPRO HEALTHCARE INSURANCE OUR SOLUTION • Implement CumulusPro Mobile Capture • Centralisedcontrol ofall settings of the device • Intuitive User Interface • Snap a perfect image • Secure,encryptedtransfer • Metadata (Policy Number) • BENEFITS • “Self Service” vision • Improveduser experience • Control,visibility,analytics • Automatedprocessing • Reducedcost of transaction • No Capex,all Opex • Short implementationcycle SERVICE PROVIDER Send photo of Claim via mobile CUSTOMER
  55. 55. Demo Mobile Capture App - 764-Jun-15
  56. 56. Demo Mobile Capture App - 774-Jun-15
  57. 57. 784-Jun-15 What Options do you have • You don’t have an App – CumulusPro “out of the box” – Own Logo/Colors etc. – Eg. Doccare • You already have an App – Use our SDK – Eg. Peax All available for iOS/Android/Windows*
  58. 58. • We understand Apps and Capture – A team who has build it before – Best practices • We are “quick to value” – Don’t build, don’t buy, Just use – Not just the mobile app, it’s a complete solution offering – We deploy 5 to 10 times faster than competition – Pay what you transact (manage your risk) • We are a step ahead – Truly cross platform Mobile App’s – New also for Responsive Websites (browser) 794-Jun-15 We are the BEST option
  59. 59. 804-Jun-15 Bank Web Server Bank Authentication Server iConnectorServer Customer/Employee Bank, Insurance etc. Internet Web Server CumulusPro Services Admin Panel Configuration Settings Analytics Statistics Reports Dashboard Verify user User startsthemobileapp Token ‘xyz’ User capturesimage User enters metadata andclicksUpload Uploadingin progressDocumentUploaded
  60. 60. CumulusPro complete solution Bank/Insurance etc. Internet Employees/Customer Validation/Approv al etc. Process Platform Extractions, Classification
  61. 61. 824-Jun-15 Case Study – Claims Submission SOLUTIONWITHCUMULUSPRO HEALTHCARE INSURANCE CUSTOMERS OUR SOLUTION • Implement CumusPro Mobile Capture • Centralisedcontrol ofall settings of the device • Intuitive User Interface • Snap a perfect image • Secure,encryptedtransfer • Metadata (Policy Number) • BENEFITS • “Self Service” vision • Improveduser experience • Control,visibility,analytics • Automatedprocessing • Reducedcost of transaction • No Capex,all Opex • Short implementationcycle SERVICE PROVIDER
  62. 62. With our easy to use Cloud-based Customer Engagement Management solution, we simplify how businesses and the public sector engage, interact and collaborate with their consumers, users and citizens. We provide an unprecedented, pleasurable user-experience and empower the users to interact from anywhere, anytime and with any device which leads to higher customer satisfaction, retention and loyalty. 834-Jun-15 What We Do CONSUMER ORGANIZATION
  63. 63. CumulusPro WINS 844-Jun-15 844-JUN-15 FreeVersionWithSubscriptionPlatform 8.000 Users 75.000 Users
  64. 64. 85 QUICK STATS • In the document capture/process industrysince 1992 • Deep understandingofcloud technologies • Partner Model Experience in Europe,Asia and the US BACKGROUND OF THE TEAM • Founded 2012 • 22 headcounts • HQ in Singapore MASTER PARTNER • SPIGRAPHEMEA (IN 16 MARKETS) PARTNERS • 15 AUTHORIZED IN EUROPE • 7 AUTHORIZEDIN ASIA/INDIA/AU • 1 PARTNERIN US Who is CumulusPro? OFFICES - MALAYSIA - AUSTRALIA - SWITZERLAND HEADQUARTERS - SINGAPORE
  65. 65. © CumulusPro 2014 Follow Giulio Battistini LinkedIn: https://sg.linkedin.com/pub/ giulio-battistini/20/951/412 giuliobattistini Twitter: @Gib1307 Mobile +41 79 258 48 95 Email: Giulio.Battistini@cumuluspro.com
  66. 66. 87 About Spigraph Network: The Go-To Company for Document Capture & ECM 20+ years in business N°1 Provider for capture and image processing software 100 000+ service contracts 350+ people focused on capture Almost 40% of all document scanners in EMEA sold in 2013 €130 + Mio annual revenue with capture 6000 authorized partners 40+ countries N°1 Supplier for document scanners in EMEA 1000+ ECM customers in DE/CH 87
  67. 67. 88 Interested in Learning More? Contact Us: Jennifer van Lent, Spigraph Network Director, Channel and Solution Marketing jennifer.vanlent@spigraph.com Mobile: +31 6 23 850 131 LinkedIn: https://nl.linkedin.com/in/jennifervanlent Twitter: @JenniferVanLent Spigraph Network is the sole distribution partner of CumulusPro in EMEA Follow Jaspar Roos LinkedIn: https://nl.linkedin.com/ in/jasparroos Facebook: https://www.facebook. com/jaspar.roos Twitter: @jasparroos Follow Giulio Battistini LinkedIn: https://sg.linkedin.com/pub/ giulio-battistini/20/951/412 giuliobattistini Twitter: @Gib1307
  68. 68. In associationwith: Presented by: QUESTIONS?
  69. 69. In associationwith: Presented by: AIIM Resources www.aiim.org/research Download AIIM Studies
  70. 70. aiim.org/training • EnterpriseContent Management Improve customer and staff engagement, ensure compliance, and automate business processes. • Business ProcessManagement Map, design, and automate operational processes for your organization using a combination of strategies, change management, and technologies. • Taxonomy & Metadata Optimize navigation, findability, and information discovery through content classification. • InformationGovernance Create an information accountability framework that reduces costs, manages risk, and optimizes value. • Managing Records& eDiscovery with SharePoint 2013 Manage records, ensure compliance, and prepare for civil litigation requests. • Electronic RecordsManagement Know what to keep and what to discard as volume, variety, and velocity of digital information intensifies. AIIM Training
  71. 71. In associationwith: Presented by: Special offer for webinar attendees
  72. 72. In associationwith: Presented by: Connect with AIIM As the Global Community for Information Professionals, join us here • AIIM’s Resource Centers – www.aiim.org/resource-centers • AIIM's Blogging Community – http://community.aiim.org • LinkedIn Group – www.linkedin.com/groups/AIIM-Global-Community-Information-Professionals-3698 • Twitter – www.aiim.org/Connect/Twitter • Facebook – www.facebook.com/aiimcommunity • Digital Landfill – http://info.aiim.org/digital-landfill
  73. 73. In associationwith: Presented by: Upcoming Event
  74. 74. In associationwith: Presented by:  Enterprise Content Management (ECM)  Business Process Management (BPM)  Capture & Scanning  Collaboration  Content Analytics  Electronic Records Management (ERM)  Information Governance  Search  SharePoint  Taxonomy & Metadata  Web Content Management Access Industry Tutorials, Research, Webinars, and Expert Advice Blogs – all in one place Visit aiim.org/resource-centers AIIM Resource Centers
  75. 75. In associationwith: Presented by: Survey and Feedback To take our Survey, click on the link in the Resources tab at the bottom of your screen. Tell us how we did today, and offer suggestions for topics of future events.
  76. 76. In associationwith: Presented by: Upcoming Webinars Even more educational webinars coming this summer. Register Today at www.aiim.org/webinars View our library of Webinars On Demand www.aiim.org/WebinarsOnDemand

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