Accelerating Business Processes With Distributed Capture

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Accelerating Business Processes With Distributed Capture

  1. 1. Accelerating Business Processes through Distributed Capture – Bringing Capture to the People© Copyright 2009 EMC Corporation. All rights reserved. 1
  2. 2. Agenda• Challenges with distributed processes• Captiva Distributed Capture Solutions• Demonstration• Use Cases• Summary and Questions© Copyright 2009 EMC Corporation. All rights reserved. 2
  3. 3. Distributed Capture – Improving Efficiency and Reduced Costs Centralized vs. Distributed - Which is the right approach ? Centralized Capture Centralized Capture •• Documents sent to central location Documents sent to central location •• Dedicated staff for processing Dedicated staff for processing Distributed Capture Distributed Capture •• Processing moves to remote location Processing moves to remote location •• Documents scanned where generated Documents scanned where generated •• Remote scanning and/or indexing Remote scanning and/or indexing •• Centralized management Centralized management •• Post processing after remote submission Post processing after remote submission© Copyright 2009 EMC Corporation. All rights reserved. 3
  4. 4. Problems Often Require a Distributed Solution  Managing volume and variety Reduce risk Forms, documents, digital pictures, electronic formats Financial institution Avoiding out of compliance  Inefficiency and expense penalties Slow, sequential, “one-person-at-a-time” processing  Inadequate information access Improve productivity Global, 360-degree access to customer data and business transactions needed Tax and Revenue Dept Cut processing time from 2  Compliance weeks to 1 week Difficult to establish enterprise controls and comply with regulations  Customer service Reduce costs Competition for customer loyalty requires P&C – claims processing better, faster customer service Eliminated $250,000 in shipping costs© Copyright 2009 EMC Corporation. All rights reserved. 4
  5. 5. EMC Captiva Intelligent Capture  Invoice Number  10010  Acme Products Vendor Name  30 JanuaryDate Purchase 2008  $Subtotal 6,014.81  Grand Total $ 6,025.88   Net 30 Days Payment Terms Capture Capture Capture Classify Classify Classify Extract Extract Extract Validate Validate Validate Deliver Deliver Deliver Capture Automatically Index or extract Deliver images and Ensure data accuracydocuments fromidentify, organize, business-critical data to EMC using business rules, central and and route data based on Documentum, database lookups, and distributed different the document ECM, BPM, or manual correction locations document types type other systems© Copyright 2009 EMC Corporation. All rights reserved. 5
  6. 6. The Glue – Centralized Capture Server• Centralized server manages the remote processes• Pushes new processes to remote users – required field data, validations, document classification• Manages security – what processes users can access Captiva Capture Server Centrally manage your capture processes Capture Capture Classify Classify Extract Extract Validate Validate Deliver Deliver© Copyright 2009 EMC Corporation. All rights reserved. 6
  7. 7. Improving Process Efficiency Through Distributed Capture Indexing via Citrix Network-attached scanner Remote capture server • Faster processing; limit delays Remote scan transporting paper Web client— clients • Reduce risk of lost or misfiled scan and index documents • Enable knowledge experts to contribute directly Network-attached MFP Remote index Capture Capture Classify Classify Extract Extract Validate Validate Deliver Deliver clients© Copyright 2009 EMC Corporation. All rights reserved. 7
  8. 8. Distributed Capture for Your Remote Offices Easy to implement: Remote Offices New York • Web-based, fast and easy InputAccel Remote scanning, importing, and Server eInput Client indexing from remote Local locations InputAccel Clients WAN Put it to use: VPN Internet • Integrates with content Remote eInput Client management systems for WAN VPN solutions like accounts Internet payable, human resources, eInput archiving, transactional Server capture Eliminate shipping cost, accelerate processes, improve productivity, secure content© Copyright 2009 EMC Corporation. All rights reserved. 8
  9. 9. Scan and Index from Remote Locations What remote users can do: •Control the scanner directly from within the browser, or acquire images from a multi-function device, or network scanner •View any page in the document; insert new pages or delete current pages •Manage multiple batches by Scanners maintaining a list of unsent and sent and MFPs documents •Add index information Capture and deliver accurate content in a matter of seconds, rather than days© Copyright 2009 EMC Corporation. All rights reserved. 99
  10. 10. Reducing Claims Processing Costs with Captiva Distributed Capture Insurance Company This leading insurance company serves its customers exclusively through a select group of local independent insurance agents who deliver quality financial protection to the people and businesses in their communities. The company is one of the top 20 publicly traded U.S. property and casualty insurers, with over $4 billion in revenues.Results • Capture scanned document images, digital photographs, and other files from remote locations via an Internet connection • Digital cameras and distributed scanning enables field agents to capture the virtual claim file • $250,000+ savings in reduced postal costs • $5 million savings by electronically gathering and submitting supplemental claims information© Copyright 2009 EMC Corporation. All rights reserved. 10
  11. 11. Accelerating Document Processing Electronic Process Paper ReceivedPaper-based Process Capture © Copyright 2009 EMC Corporation. All rights reserved. 11
  12. 12. Accelerating Document Processing Electronic Process  Capture documents sooner  Transform documents into usable business Paper data Received  Simplify the integration between capture and business processPaper-based Process Capture © Copyright 2009 EMC Corporation. All rights reserved. 12
  13. 13. Distributed Capture Sample Scenario Healthcare – New Patient Enrollment Step 1: Patient completes basic information online – PDF document generated with barcode Step 2: Patient arrives. Documents scanned by front office administrator Step 3: Document captured based on barcode and business rules Step 4: Documents and data exported to content management system© Copyright 2009 EMC Corporation. All rights reserved. 13
  14. 14. Enabling Capture Throughout the Enterprise  Extend Your Centralized Capture Operation  Immediate Return on Investment – Leverage existing investment in MFPs – Eliminate shipping costs – Reduce cycle times – Reduce risk of loss and improve Compliance  Bring Capture to the People Capture Capture Classify Classify Extract Extract Validate Validate Deliver Deliver© Copyright 2009 EMC Corporation. All rights reserved. 14
  15. 15. Simple User Experience© Copyright 2009 EMC Corporation. All rights reserved. 15
  16. 16. Additional Processing at the Server Centralized Processing IVER DEL Capture Captiva Capture DE Microsoft Server LIV FileNet, ER IBM, SAP Open Text Metadata Author Date From Subject Customer Classify Extract Validate© Copyright 2009 EMC Corporation. All rights reserved. 16
  17. 17. Best Practices What Approach is Best for Us?• MFPs or desktop scanning? Understanding both the business• Centralized versus and technical requirements: distributed? •Who your users are• Remote scanning only? •What your document volumes are at each site• Should front office workers •Where can the information be perform the indexing? capture most effectively• How do we ensure the data •What the process entails – needs to capture at a remote location is be real-time or not valid? •What hardware you have available today© Copyright 2009 EMC Corporation. All rights reserved. 17
  18. 18. Setting the New Standard for Enterprise Capture  Extend Your Centralized Capture Benefits Operation • Reduce operating – Leverage existing investment in MFPs, costs network and desktop scanners • Reduce paper – Eliminate shipping costs costs – Reduce cycle times • Improve the – Reduce risk of loss and improve quality of compliance information • Accelerate business processes Delivering Results: • Stronger compliance •P&C company – Eliminated $250,000 in shipping control costs from their claims process •Financial institution – Cut costs by 30% from deploying scanning on-site and streamlined AP process cutting time from 7 days to 1 day© Copyright 2009 EMC Corporation. All rights reserved. 18
  19. 19. Get Involved with EMC CMA CommunitiesWhy should you join? Collaborate and share best practices Shape the direction of future EMC products Network with innovators across the globe, 24/7 Join now by going to: community.EMC.com/go/Documentum community.EMC.com/go/SourceOne developer.EMC.com/go/Documentum developer.EMC.com/go/XMLtech community.EMC.com/community/labs/d65© Copyright 2009 EMC Corporation. All rights reserved. 19

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