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1. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Take the Friction Out of your Manual
Processes with Intelligent Capture
Presented February 12, 2020
Take the Friction Out of your Manual
Processes with Intelligent Capture
An AIIM Webinar presented February 12, 2020

2. Underwritten by:
Today’s Speakers
Mark Brousseau
President
Brousseau & Associates
Susheel John
Vice President, Global Solutions & Strategy Leader
ibml
Host: Theresa Resek, CIP
VP, Market Intelligence
AIIM

3. Underwritten by:
Mark Brousseau
President
Brousseau & Associates
Introducing our Featured Speaker

4. Underwritten by:
Digital Transformation is a Corporate Priority
39% 40%
20%
2%
Very important Important Somewhat important Not important
How important is digital transformation to your organization?
Source: AIIM Industry Watch Study 2019, Using Intelligent Automation to Save Time, Money and Effort

5. Underwritten by:
Digital Transformation
To stay competitive traditional enterprises need to
automate every process that could be automated

6. Underwritten by:

7. Underwritten by:
Today’s
Business
Reality

8. Underwritten by:
The Result
Two-thirds of organizations say that their core back-
end processes are less than 50% automated.
Source: AIIM

9. Underwritten by:
Day-to-Day Processes Remain a Manual Affair
48%
Internal
reviews &
approvals
36%
Human
resources
34%
Sales
proposals
& contracts
32%
Customer
comm.
29%
Accounts
payable &
accounts
receivable
26%
Case
mgmt.
23%
Customer
account
onboarding
Which business processes do you believe are the most likely candidates for automation in your organization?
Source: AIIM

10. Underwritten by:
Most Invoices Must Be Manually Handled
Source: SharedServicesLink Future of Shared Services Report
19%
11%
17%
8%
9% 9%
3%
13%
6%
3%
2%
None 1% –
15%
15% –
25%
25% –
35%
35% –
45%
45% –
55%
55% –
65%
65% –
75%
75% –
85%
85%–
95%
More
than
95%
What percentage of the invoices you receive are processed straight-through, without human intervention?
64% of organizations manually handle
most of the invoices they receive!

11. Underwritten by:
Manual Processes = Wasted Time
Source: PriceWaterhouseCoopers
Percentage of the typical employee’s workday spent on activities that are wasteful or should be automated.

12. Underwritten by:
What Organizations Want to Focus On
Revenue
growth
Profitability
Customer
experience
Gaining a
competitive
advantage
Innovation

13. Underwritten by:
The Goal: Better Processes & Service
53%
43%
51%
Improve data quality
Improve customer service
Reduce manual processes
Top three reasons for undertaking process automation
Source: AIIM Industry Watch Study 2019, Using Intelligent Automation to Save Time, Money and Effort

14. Underwritten by:
The Digital Transformation Challenge

15. Underwritten by:
The Implications of Unmanaged Data

16. Underwritten by:
Knowledge Workers Cannot Access Key Data
27%
48%
23%
3%
A significant problem A problem Not a problem at all No opinion
How significant a problem is managing the information that knowledge workers need to get their jobs done.
Source: AIIM Industry Watch Study 2019, Using Intelligent Automation to Save Time, Money and Effort

17. Underwritten by:
In the Digital Age, Information is an Asset
§ Information is an asset
§ Information has both potential and realized value
§ Information’s value can be quantified
§ Information should be accounted for as an asset
§ Information’s realized value should be maximized
§ Information’s value should be used for prioritizing
and budgeting IT and business initiatives
§ Information should be managed as an asset
Source: https://vincentlauzon.com/2016/01/17/stategic-data-infonomics-big-data/

18. Underwritten by:
The Volume of Information Is Expected to Grow to 4.2X
2%
25%
21%
16%
10%
7%
5% 6%
2%
5%
X 2X 3X 4X 5X 6X 7X 8X 9X 10X
Think about the huge amounts of data and information currently coming into
your organization (call this current volume “X”) – What do you predict this
volume will be in 2 years?
Source: AIIM Automating Governance and Compliance Study 2018

19. Underwritten by:
There Is No End In Sight to Paper Documents
of organizations say that
scanning paper is still the
most important part of
their information
management strategy
72%
Source: AIIM 9 Things You Need to Know About Intelligent Capture

20. Underwritten by:
Organizational Effectiveness vs. Information
Automation
55.0
32.7
22.6
39.1
high performing
organizations
average
organizations
low performing
organizations
across all
organizations
Average in each category – what % of incoming
information is processed AUTOMATICALLY?
Source: AIIM Best Practices for Automating Information Governance, 2019

21. Underwritten by:
Most Urgent Document Processing Challenges
17%
23%
28%
29%
30%
31%
33%
34%
35%
39%
Receiving documents in different languages
Facing competitive pressures
and need to improve your customer service
Trying to enforce regulatory compliance
around documents entering the organization
Dealing with outdated or complicated processes
Worried about fraud and the security of your content
Manually entering data from documents
Having to manuallysort and enter data
from a document into a system
Receiving documents from diverse channels such as
mobile devices,the Internet, or other digital channels
Manually classifying and routing documents
as theyenter your organization
Having to work with different processes, systems,
and interfaces where content plays a central role
Source: AIIM Incorporating Intelligent Capture into your Digital Transformation Strategy, 2019

22. Underwritten by:
Common Points of Friction in Capture
Document
Conversion
Paper at Speed
of Digital
Multi-Source
Ingestion
Accuracy of
Information
Implementation
Timelines
Integration with
other Systems

23. Underwritten by:
3
DELIVER
Create Value2
ANALYZE
Intelligently classify
documents and extract
metadata.
1
INPUT
Any Source, Any Format:
Physical documents, electronic
documents and document images,
via mailbox, email, fax and file
transfer.
Eliminate Friction with Intelligent Capture
Data and documents to
Workflow/BPM, ERP, CRM,
RPA & LOB applications

24. Underwritten by:
Intelligent Capture in Document Process Automation
Input Analyze Deliver
§ Document normalization
§ OCR/ICR/OMR/PDF/A
§ Image clean-up / rotate
§ Eliminate blanks
ValidateCapture Image Processing Classify Extract Deliver
§ Document on-boarding
§ Paper formats
§ 1-3 sample images
§ Context-based
§ Business rules
§ Database lookups
§ Database lookup
§ Manual override
§ Connect to customer’s ERP,
ECM, BPM, RPA, etc.
§ On-premise, hybrid or cloud
§ Wide variety of paper documents for
most know business applications
§ Small checks to large documents
§ Onion-thin paper to thick envelopes
§ Determine document type
§ Read Barcodes, OCR, MICR
§ Validate with databases
§ Print audit trails
§ Sort to relevant output pocket based
on extracted information in real time
§ Sort out exceptions that need rework
early in the process
§ Sort reusable separator sheets
Real-time in-line intelligent capture improves downstream accuracy in mission critical processes

25. Underwritten by:
Software Integrated into Information Ecosystem
§ Omni-Channel Document
Ingestion
§ ML based Information
extraction
§ Seamless integration to
downstream system

26. Underwritten by:
Things to Consider
Do you have
comprehensive strategy
to capture both
electronic & analog
inputs?
Is there a better way to
digitize documents and
accelerate it to digital
processes while reducing
costs?
Centralization for better
chain of custody where
it makes best sense.
Single platform for
ingestion of multiple
business inputs.
Consider solutions with
AI/ ML capabilities,
especially if you are
dealing with more
unstructured forms.
Seamless Integration to
other business systems.
Hybrid architecture for
secure, scalable, future-
proof systems.

27. Underwritten by:
Mark Brousseau
President
Brousseau & Associates
M_BROUSSEAU@msn.com
Susheel John
VP, Global Solutions & Strategy Leader
ibml
sjohn@ibml.com
Contact Us!

28. Underwritten by:
QUESTIONS?

29. Underwritten by:

30. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information ManagementYour Digital Transformation begins with
Intelligent Information Management