ANZ Momentum Day 2012

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ANZ Momentum Day 2012

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ANZ Momentum Day 2012

  1. 1. Transform Your Business Through Intelligent Capture EMC Captiva James Roberts Staff Systems Engineer© Copyright 2012 EMC Corporation. All rights reserved. 1
  2. 2. © Copyright 2012 EMC Corporation. All rights reserved. 2
  3. 3. © Copyright 2012 EMC Corporation. All rights reserved. 3
  4. 4. HOW DOES IT EFFECT PROCESS?© Copyright 2012 EMC Corporation. All rights reserved. 4
  5. 5. TRADITIONALDOCUMENT CAPTURE© Copyright 2012 EMC Corporation. All rights reserved. 5
  6. 6. HOW DO WE MAKE THIS BETTER?© Copyright 2012 EMC Corporation. All rights reserved. 6
  7. 7. CENTRALIsED BETTER CAPTURE MAILROOM DEDICATED SCANNING© Copyright 2012 EMC Corporation. All rights reserved. 7
  8. 8. AD-HOC CAPTURE KNOWLEDGE WORKERS DESKTOP SCANNERS© Copyright 2012 EMC Corporation. All rights reserved. 8
  9. 9. DISTRIBUTED CAPTURE FIELD OFFICES/ BRANCH OR CUSTOMERS REGIONAL OFFICES WEB-BASED SCANNING SCANNERS AND MFPS© Copyright 2012 EMC Corporation. All rights reserved. 9
  10. 10. SMARTERCAPTURE© Copyright 2012 EMC Corporation. All rights reserved. 10
  11. 11. © Copyright 2012 EMC Corporation. All rights reserved. 11
  12. 12. VERIFIED© Copyright 2012 EMC Corporation. All rights reserved. 12
  13. 13. BEYOND CAPTURE© Copyright 2012 EMC Corporation. All rights reserved. 13
  14. 14. THE BIG PICTUREEND-TO-ENDCAPTURE COLLABORATION CONTENT CUSTOMER PROCESS GOVERNANCE MANAGEMENT COMMUNICATIONS MANAGEMENT EXAMPLES © Copyright 2012 EMC Corporation. All rights reserved. 14
  15. 15. X • Capture anything from anywhere CAPTURE WITH EMC CAPTIVA • Intelligently connect documents THE BIG PICTURE • Deliver enterprise capabilitiesEND-TO-ENDCAPTURE COLLABORATION CONTENT CUSTOMER PROCESS GOVERNANCE MANAGEMENT COMMUNICATIONS MANAGEMENT EXAMPLES © Copyright 2012 EMC Corporation. All rights reserved. 15
  16. 16. FUNCTIONAL • Accounts Payables (invoices) • Vendor managementEXAMPLES • New employee • Accounts receivables on-boarding • SEC filings and corporate recordsPUBLIC SECTOR FINANCIAL SERVICES INSURANCE INSURANCE• Tax filings • Mortgage lending • Property & Casualty • Medical records claims• Unemployment • Consumer lending • Medical claims benefits and appeals • Insurance • Loan/Account • Patient admissions underwriting• Social services restructuring • Prescription • Account management• Court case records • New account opening fulfillment • New account opening• Permits • Account servicing • Patient insurance/financial services • Clinical researchINDUSTRYEXAMPLES © Copyright 2012 EMC Corporation. All rights reserved. 16
  17. 17. EMC Captiva Intelligent Capture  10010 Invoice Number  Acme Products Vendor Name  30 January 2008 Purchase Date  $ 6,014.81 Subtotal  $ 6,025.88 Grand Total  Net 30 Days Payment Terms Capture Capture Classify Classify Extract Extract Validate Validate Deliver Deliver Deliver imagesCapture Automatically Index or extract Ensure data accuracy and data to documents from identify, business-critical business rules, using Financials, central and organise, and data based on database lookups, Documentum, distributed route different the document manual and ECM, BPM, or locations document types type correction other systems © Copyright 2012 EMC Corporation. All rights reserved. 17
  18. 18. Advanced Document Identification INPUTACCEL PLATFORM CAPTURE CLASSIFY IDENTIFY EXTRACT VALIDATE DELIVERMultiple technologies to determineeach document type Forms Invoices EOBs Tax Returns Cheques Patient Records POs Semi- Structured Structured Unstructured Global Image Analysis Global Image Analysis Handwritten detection (wizard) High Precision Anchors Keywords Analysis High Precision Anchors Keywords Analysis Text Matching Analysis© Copyright 2012 EMC Corporation. All rights reserved. 18
  19. 19. Ensuring Accuracy Through Data Validation  Invoice Number  10010  Vendor Name  Acme Products  Purchase Date  30 January  Subtotal 2008  Grand Total  $ 6,014.81  Payment Terms  $ 6,025.88  Net 30 Days Capture Classify Extract Validate Deliver Invoice # 102214 Oracle, SAP, PeopleSoft, PO # 98003278 TechOne , MS Dynamics, etc Total $7,206.50  Validate automatically against data sources, business rules, and applications  Manual validation to inspect errors or to enable data correction  Maximises data accuracy before© Copyright 2012 EMC Corporation. All rights reserved. delivery to business systems 19 19
  20. 20. Production Auto-Learning© Copyright 2012 EMC Corporation. All rights reserved. 20
  21. 21. Capture Administrator ChallengesSetup and Maintaining Capture Projects A large set of documents thatLarge Set of Document come from the outside; thatTypes organisations don’t control Manually create templates andProject Setup and Ongoing zones based on document testMaintenance set Testing and retesting templatesTest and Retest Projects and data extraction is a common process before deploying
  22. 22. Configuring Capture Projects Manual Template Setup vs. Automated Manual Setup of Projects • Collect documents, setup document templates, create extraction zones • Test and retest projectsDocument Capture Project Admin • Days or weeks before entering production Learn Documents in Production • Learns based on operator input, data Operators captured, free-form rules • In production day-one rather than days or weeks later
  23. 23. Production Auto-LearningHow it Works Dispatcher Document Supervisor Storage – Template creation – Automatic placement of fields – Automatic project Storage of Tiff images, update OCR & XML files Daily Updates Dispatcher Collector Module Classification and Classification Edit and Collects images setup Recognition Servers Validation Clients for learningScan
  24. 24. Key Advantages System automatically learns without requiring unusual Automatic learning operator input and manual project updates Adjust learning parameters and Flexibility sensitivity for optimal results Basic projects can be Time to Value configured and running in under an hour
  25. 25. WHAT ABOUTDEPLOYMENT? EMC ONDEMAND© Copyright 2012 EMC Corporation. All rights reserved. 25
  26. 26. © Copyright 2012 EMC Corporation. All rights reserved. 26
  27. 27. CAPTURE WITH EMC CAPTIVA Short Demonstration© Copyright 2012 EMC Corporation. All rights reserved. 27
  28. 28. Melissa Pericas Solutions Delivery Manager www.arm-images.com.au© Copyright 2012 EMC Corporation. All rights reserved. 28
  29. 29. Invoice/Statement Capture Project Customer wanted to provide intelligent data capture to their clients for… Invoices | Statements | Credit Notes Challenges Solution • Document Capture • Use of Web based eScan from clients’ sites module for capture • Format variation of • Captiva flexibility to apply the documents. rules per template • Wish to be self- • Training for template sufficient in the creation & management future© Copyright 2012 EMC Corporation. All rights reserved. 29
  30. 30. WindowLogicAutomating the VicSuper Mailroom
  31. 31. Business Challenges • VicSuper Mailroom receives more than 450 mail items per day (containing multiple documents). 70% of this mail contains members cheque contributions. • Time consuming • Duplication of effort • Human error • Disillusioned users • Information silos© Copyright 2012 EMC Corporation. All rights reserved. 31
  32. 32. Project Objective • Increase efficiency • Cost and Time Reduction • Provide greater compliance • Increase staff retention • Achievement maximum ROI of the Opex AS3690i Mailroom Scanner© Copyright 2012 EMC Corporation. All rights reserved. 32
  33. 33. Approach Classify Edit Forms Extract Data Classification RBS Extract & Lookup Member Info - Barcode validation - Number of pages Validation Validate Cheque Cheques BSB, Account Finance Info Number lookup Image Enhance Confirm Directory Watch Case 360 Redact Info Admin Tool Image & XML export Sun Finance© Copyright 2012 EMC Corporation. All rights reserved. 33
  34. 34. Benefits • Reduced Time and Cost of processing: – Cheque Processing Time • From 3 days to half a day ( cheques ready to be banked by midday ) – Rollover Benefit statements • From 4 days to 1 day – Forms Processing Time • From 3 days to 1 day • Met compliance Requirements ( audits ) • Improve Efficiency ( no duplications, less error, happy users )© Copyright 2012 EMC Corporation. All rights reserved. 34
  35. 35. VicSuper’s words “This year there was a lot less stress in the mail room. Normally there are piles of mail waiting to be manually sorted and piles of cheques that the finance team has to try to bank before 5.00 pm. This year the envelopes were loaded onto the sorter/scanner and everything was quickly scanned. The scanner identified the cheques and put them into a neat pile. It printed out a summary of all the cheque information, and everything was passed on to the finance team. The process worked really well and we were comfortably completed before close of business. We believe that this Captiva system has significantly improved our back office efficiency and is now freeing up our staff up to do more higher value tasks for our clients and deliver outstanding customer service.”© Copyright 2012 EMC Corporation. All rights reserved. 35
  36. 36. Get Started TodayNext Steps Register for the Captiva 7 Early Access Program Visit the Momentum Community to learn more about Captiva 7© Copyright 2012 EMC Corporation. All rights reserved. 36

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