“The Capture Continuum”

                  Pamela Doyle, Director
       Fujitsu Computer Products of America
                     Imaging Products Group
                           AIIM Ambassador
            Chair, The TWAIN Working Group
Business Objectives


  Cost Reduction
  Customer Service
  Collaboration
  Compliance




                      2
Content Chaos

 How much content does your
    organization handle per day?
   Business depends on content to get
    work done!
   Numerous forms of content
   A lot of content remains on paper
   Mission critical business processes
    initiated by a single piece of paper
   Contradiction between proliferation
    and corporate agility
The Impact

• Lost documents = lost productivity; lost
  revenue
• Uncontrolled documents = deficient business
  processes; poor customer service; unable to
  prove compliance
• Unshared documents = no shared vision; no
  shared input
Volume of Content

  • Average number of corporate emails per individual sent
      and received per day in 2011 was 228 (Radicati Group)
  •   IDC reports the digital universe increased more than six-
      fold from 2006 to 2010 (The Expanding Digital Universe)
  •   80% of information is still retained on paper (CAP Venture)
      • Documents claim 60% of office worker‟s time
      • Account for 45% of labor costs
  •   Average office employee generates 9,999 more sheets of
      paper (Resource Conservation Alliance)




                                 5
Most Costly … Paper
  Store
      On Premise
      Offsite
    Manage
      $20 to file; $120 to search for misfiled; $250 recreate lost
      7.5 percent of all documents get lost; 3 percent of the remainder
       get misfiled (Inc. Magazine)
      25K to fill a 4 drawer filing cabinet; 2K to maintain (futurelawoffice.com)
    Deliver
      7 minutes to FAX a 3 page document (Davidson Consulting)
      Average cost of courier - $15
      USPS




                                         6
Other Costs of Paper

    Duplicate copies
    Kept beyond retention
    Discovery
    Inability to demonstrate compliance
    Broken chain of custody (privacy)
    No process visibility
    Poor business intelligence
    Not green
    Vulnerable
    Loss evidence of transactions
    Loss revenue




                                    7
The Solution



            Capture all your documents
            Transform them into a valuable
               resource
              Combination of hardware and
               software




                         8
Five Phases of Capture


                   Enterprise
                    Capture


                   Distributed
                    Capture


                 Intelligent Data
                    Extraction


                   Automated
                    Indexing
                                    “A Document Strategy
                                    Handbook, from Simple
                                    Scanning to Enterprise
                 Scan and Store     Capture”
                                    Author: Kevin Craine




                           9
Hardware Evolution


                                                                      Wireless
                                              Cloud

                                                                   NW
    Drivers                          Citrix                        Attached

                             Linux

                 Macintosh                                   USB


       Windows                                        SCSI


                         Video Controllers
                                     10
Enterprise Content Management (ECM)




                     11
ECM Functionality


       Capture (On Ramp) :
       • Digitize
       • Image enhancement
       • Scan to archive
       • Scan to process




                           12
ECM Functionality


     Manage:                         Store:
     •   Metadata                    • Media
     •   BCS                           • Magnetic
     •   Search & retrieval            • CDs/DVDs
     •   Security (access control)     • Blue Ray
     •   Collaboration               • Premise
                                       • On
                                       • Off (Hosted/Cloud)



                               13
ECM Functionality


      Preserve:              Deliver:
      •   Declaration        • Workflow
      •   Retention          • EAI
      •   Disposition        • Output options
      •   Audit trail




                        14
The Applications

    Historical                         Claims
    Customer (Acct. Mgmt.)             Contracts
    Employee                           EOB
    Patient                            Case management
    Client                             Lending
    Research (i.e. clinical)           Expenses
    Technical documentation            Accounts receivable
    Proof of delivery                  Accounts payable
    Signature verification             Mailroom automation




                                15
The Benefits

• Improve content accessibility and security
• Enable collaboration and communication
• Provide online access
• Enhance customer service
• Compliance (audit trail)
• Better business intelligence
Return on the Investment

• Reduce distribution costs
• Reduce expenses
• Increase productivity
• Streamline business processes
• Save time and boost company-wide
  efficiency
• Reduce on-site and off premise storage
Describe your capture applications.

                              Scan to Archive (store)       15%

                              Scan to Process (initiate a
                                                            9%
                              transaction)

                              Combination of Both           76%

                              Total                         100%




Source: Fujitsu End User Scanning Survey „2012


                                                 18
How would you describe the
                                                 success of your scan to archive
                                                 projects? (Please check all that apply)

                We have made real savings in paper storage costs           53%

                We have opened the archive for much wider access           31%

                We have much improved response time and/or
                                                                           68%
                customer service

                The recognition/indexing quality has been excellent        42%

                We need to expand the scope of capture
                                                                           27%
                documents

                We need to move the next step of scan to process           32%


Source: Fujitsu End User Scanning Survey „2012
Have your scan-to-process projects been successful?


                              Yes, we achieved the ROI
                                                            17%
                              faster than expected
                              Yes, we achieved the ROI
                                                            49%
                              as expected
                              Yes, but it is taking a bit
                                                            24%
                              longer to achieve the ROI
                              Not really, we are still
                                                            9%
                              struggling with it



Source: Fujitsu End User Scanning Survey „2012


                                                   20
5 Ways to Get Buy In for ECM

    Gain an executive sponsor
    Build a tight business case
    Find quick wins
    Reference examples of success
    Learn best practices




                         21
Keys to Successful Deployment

    Seek expert advice
    Communicate objectives & process to be addressed
    Determine delivery model
    Identify requirements
    Careful vendor analysis & demand proof of handling
    Prepare groundwork
    Roll out solution
    Benefit realization
    Leverage the investment




                             22
Capture Continuum (Trends)


    4 C„s
    Slow economic recovery
    Healthcare
    Financial services
    Government




                         23
Capture Continuum (Trends)

  Business continuity:
     25% of medium to large organizations have no DRP
     19% have not tested in last 5 years (Digital Research)
     75% of SMBs have no DRP (Inc. Magazine)
  The ramifications:
     Businesses suffering incapacitating disaster with no DRP
         Only 43% resume operations
         Of the 43%, 29% still in business in 2 years
         Total of 71% out of business in two year (Contingency Planning Research)
  The solution
     Redundant off site storage




                                            24
Capture Continuum (Trends)

  Environmental sustainability:
      Integrate sustainability in core business strategies
    Environmental impact of paper:
      Average office worker uses 10,000 sheets per year (Xerox)
      45% of documents thrown out within 24 hrs. (Xerox)
      65% of organizations say paper usage has stayed the same or
       increase (AIIM Int’l.)
      Manufacturing paper depletes resources
      1 tree = 8,333 sheets of paper (conservatree.com)
  Stop proliferation of paper (store, manage and deliver a single copy)


                                           25
Capture Continuum (Technology)

  2007 release of SharePoint included elements of document
     management
    2010 release of SharePoint delivered an ECM platform but not
     infrastructure
    Requires partner ecosystem
    Capture is the on-ramp to deliver content to SharePoint:
          Access all content including paper
          Accurately and completely extract metadata for SP
            optimization
    Microsoft shop?
    SP may be a way to leverage your investment




                                   26
Capture Continuum (Technology)

  Faster, smaller, less expensive scanners
  Wireless
  Further advances
     and application of
     recognition technologies
    Distribute capture will remain preferred deployment
     model




                               27
Capture Continuum (Technology)

  Mobile:                             Applications:
     Rise in mobile workforce            Field service
     Strategic initiative                Mobile worker
     Three technologies:                    productivity
        Tablets                            Home healthcare
        Smart Phones                       Scan-to- the-cloud
        Mobile/Micro                       Assessment/Audit
           Scanners                         Mobile check deposit
                                            Transportation




                                 28
Capture Continuum (Technology)

  Cloud:
      Viable alternative to on premise
      Cost effective
      Faster start up
      Easy to maintain
      Service repositories
      Unprecedented access to all content




                               29
Adams County District 50

      Overview:
      • One of CO largest school districts
      • 10,000 students, 1,000 employees
      • 19 locations
      Problem:
      • Create more than 10K records each year
      • Finance & HR adds another 2,500 monthly
      • Employees spent 30 minutes per request
      • Files and filing cabinets occupied more than
        2,000 sq. ft. (spilling into common areas)
Adams County District 50

      Objectives:
      • Eliminate risks with paper-based and
        microfilm records
      • Disaster recovery
      • Compliance concerns
      • Environmental sustainability
      Solution:
      • Cloud-based ECM
Adams County District 50

      Implementation:
      • Phased:
         • 2000 – HR
         • 2002 – Finance and AP
         • 2007 – Student records
      • Considerable ROI
      • More than 30 employees have secure,
        instant access
      • 1 million records dated back to 1930
Adams County District 50

      Benefits and ROI:
      • Increased employee productivity
      • Reduce storage space
      • Saved building costs (2K sq. ft. in new
        HS = $40K)
      • Environmental responsible
      • Award for better financial reporting
      • “The system more than pays for itself”
Union Case

  MOEITS:
      Largest labor union
      Chicago based
      24,000 members
      Numerous business units
    Key Issues
      Geographically dispersed
      Paper everywhere (thousands or millions)
      Employee searching ($31.25)
      Cost of office space
      Office site storage ($9,000 per month)
      Compliance issues (HIPAA, Taft Hartley, GLB/SOX)



                                  34
Union Case


  Objectives:                   Thorough research and
    Reduce reliance on             analysis
     paper                         Solution:
    Compliance concerns             SharePoint
    Streamline                        Microsoft shop
    Business continuity               Portal
    Collaboration                     Granular security
    Reduce costs                    KnowledgeLake
    Ease of use                     Fujitsu scanners



                           35
Union Case


  Phase One – Legal            Phase Two - PAC
    Paper intensive              Not always volume
    Office space                  but flow
    Banker boxes in              Form authorizes
     basement                      collection of fee
    Time to discover             Deficient process
    Document capture             Huge financial loss
     with barcode                 SharePoint for
    Matters database              workflow
    Scanned then shred

                          36
Union Case


  Phase Three – Contracts                 MOEITS Update
      Another example of process             Ron Borden, Executive
       automation                               Director of IT
      Signed contract took 34
       days 14 steps
          FAX
          Interoffice
          1 – 2 pages grew to 111
      Now, scanned at point of
       origin
      Routed electronically
      20 minutes




                                     37
38
Union Case

  Benefits:
      Payback in 5 months
      Hard dollar savings:
          Reduced storage
          Recovered PAC funds
          Expedited processes (contract & grievance)
          Eliminated costs of paper-based processes
      Soft dollar savings:
          Reduced time to find documents
          File sharing and collaboration
          Business continuity
      Projecting 1 million over 3 years




                                           39
More Information
      Product information and white papers:
      • http://us.fujitsu.com/fcpa
      • http://www.fujitsu.com/us/about/platforms/fcpa/me
        dias/whitepapers/
      Industry information:
      • www.aiim.org
      • www.arma.org
      • www.twain.org

Powerpoint fujitsu

  • 1.
    “The Capture Continuum” Pamela Doyle, Director Fujitsu Computer Products of America Imaging Products Group AIIM Ambassador Chair, The TWAIN Working Group
  • 2.
    Business Objectives Cost Reduction  Customer Service  Collaboration  Compliance 2
  • 3.
    Content Chaos  Howmuch content does your organization handle per day?  Business depends on content to get work done!  Numerous forms of content  A lot of content remains on paper  Mission critical business processes initiated by a single piece of paper  Contradiction between proliferation and corporate agility
  • 4.
    The Impact • Lostdocuments = lost productivity; lost revenue • Uncontrolled documents = deficient business processes; poor customer service; unable to prove compliance • Unshared documents = no shared vision; no shared input
  • 5.
    Volume of Content • Average number of corporate emails per individual sent and received per day in 2011 was 228 (Radicati Group) • IDC reports the digital universe increased more than six- fold from 2006 to 2010 (The Expanding Digital Universe) • 80% of information is still retained on paper (CAP Venture) • Documents claim 60% of office worker‟s time • Account for 45% of labor costs • Average office employee generates 9,999 more sheets of paper (Resource Conservation Alliance) 5
  • 6.
    Most Costly …Paper  Store  On Premise  Offsite  Manage  $20 to file; $120 to search for misfiled; $250 recreate lost  7.5 percent of all documents get lost; 3 percent of the remainder get misfiled (Inc. Magazine)  25K to fill a 4 drawer filing cabinet; 2K to maintain (futurelawoffice.com)  Deliver  7 minutes to FAX a 3 page document (Davidson Consulting)  Average cost of courier - $15  USPS 6
  • 7.
    Other Costs ofPaper  Duplicate copies  Kept beyond retention  Discovery  Inability to demonstrate compliance  Broken chain of custody (privacy)  No process visibility  Poor business intelligence  Not green  Vulnerable  Loss evidence of transactions  Loss revenue 7
  • 8.
    The Solution  Capture all your documents  Transform them into a valuable resource  Combination of hardware and software 8
  • 9.
    Five Phases ofCapture Enterprise Capture Distributed Capture Intelligent Data Extraction Automated Indexing “A Document Strategy Handbook, from Simple Scanning to Enterprise Scan and Store Capture” Author: Kevin Craine 9
  • 10.
    Hardware Evolution Wireless Cloud NW Drivers Citrix Attached Linux Macintosh USB Windows SCSI Video Controllers 10
  • 11.
  • 12.
    ECM Functionality Capture (On Ramp) : • Digitize • Image enhancement • Scan to archive • Scan to process 12
  • 13.
    ECM Functionality Manage: Store: • Metadata • Media • BCS • Magnetic • Search & retrieval • CDs/DVDs • Security (access control) • Blue Ray • Collaboration • Premise • On • Off (Hosted/Cloud) 13
  • 14.
    ECM Functionality Preserve: Deliver: • Declaration • Workflow • Retention • EAI • Disposition • Output options • Audit trail 14
  • 15.
    The Applications  Historical  Claims  Customer (Acct. Mgmt.)  Contracts  Employee  EOB  Patient  Case management  Client  Lending  Research (i.e. clinical)  Expenses  Technical documentation  Accounts receivable  Proof of delivery  Accounts payable  Signature verification  Mailroom automation 15
  • 16.
    The Benefits • Improvecontent accessibility and security • Enable collaboration and communication • Provide online access • Enhance customer service • Compliance (audit trail) • Better business intelligence
  • 17.
    Return on theInvestment • Reduce distribution costs • Reduce expenses • Increase productivity • Streamline business processes • Save time and boost company-wide efficiency • Reduce on-site and off premise storage
  • 18.
    Describe your captureapplications. Scan to Archive (store) 15% Scan to Process (initiate a 9% transaction) Combination of Both 76% Total 100% Source: Fujitsu End User Scanning Survey „2012 18
  • 19.
    How would youdescribe the success of your scan to archive projects? (Please check all that apply) We have made real savings in paper storage costs 53% We have opened the archive for much wider access 31% We have much improved response time and/or 68% customer service The recognition/indexing quality has been excellent 42% We need to expand the scope of capture 27% documents We need to move the next step of scan to process 32% Source: Fujitsu End User Scanning Survey „2012
  • 20.
    Have your scan-to-processprojects been successful? Yes, we achieved the ROI 17% faster than expected Yes, we achieved the ROI 49% as expected Yes, but it is taking a bit 24% longer to achieve the ROI Not really, we are still 9% struggling with it Source: Fujitsu End User Scanning Survey „2012 20
  • 21.
    5 Ways toGet Buy In for ECM  Gain an executive sponsor  Build a tight business case  Find quick wins  Reference examples of success  Learn best practices 21
  • 22.
    Keys to SuccessfulDeployment  Seek expert advice  Communicate objectives & process to be addressed  Determine delivery model  Identify requirements  Careful vendor analysis & demand proof of handling  Prepare groundwork  Roll out solution  Benefit realization  Leverage the investment 22
  • 23.
    Capture Continuum (Trends)  4 C„s  Slow economic recovery  Healthcare  Financial services  Government 23
  • 24.
    Capture Continuum (Trends) Business continuity: 25% of medium to large organizations have no DRP 19% have not tested in last 5 years (Digital Research) 75% of SMBs have no DRP (Inc. Magazine) The ramifications: Businesses suffering incapacitating disaster with no DRP Only 43% resume operations Of the 43%, 29% still in business in 2 years Total of 71% out of business in two year (Contingency Planning Research) The solution Redundant off site storage 24
  • 25.
    Capture Continuum (Trends)  Environmental sustainability:  Integrate sustainability in core business strategies  Environmental impact of paper:  Average office worker uses 10,000 sheets per year (Xerox)  45% of documents thrown out within 24 hrs. (Xerox)  65% of organizations say paper usage has stayed the same or increase (AIIM Int’l.)  Manufacturing paper depletes resources  1 tree = 8,333 sheets of paper (conservatree.com)  Stop proliferation of paper (store, manage and deliver a single copy) 25
  • 26.
    Capture Continuum (Technology)  2007 release of SharePoint included elements of document management  2010 release of SharePoint delivered an ECM platform but not infrastructure  Requires partner ecosystem  Capture is the on-ramp to deliver content to SharePoint:  Access all content including paper  Accurately and completely extract metadata for SP optimization  Microsoft shop?  SP may be a way to leverage your investment 26
  • 27.
    Capture Continuum (Technology)  Faster, smaller, less expensive scanners  Wireless  Further advances and application of recognition technologies  Distribute capture will remain preferred deployment model 27
  • 28.
    Capture Continuum (Technology)  Mobile:  Applications:  Rise in mobile workforce  Field service  Strategic initiative  Mobile worker  Three technologies: productivity  Tablets  Home healthcare  Smart Phones  Scan-to- the-cloud  Mobile/Micro  Assessment/Audit Scanners  Mobile check deposit  Transportation 28
  • 29.
    Capture Continuum (Technology)  Cloud:  Viable alternative to on premise  Cost effective  Faster start up  Easy to maintain  Service repositories  Unprecedented access to all content 29
  • 30.
    Adams County District50 Overview: • One of CO largest school districts • 10,000 students, 1,000 employees • 19 locations Problem: • Create more than 10K records each year • Finance & HR adds another 2,500 monthly • Employees spent 30 minutes per request • Files and filing cabinets occupied more than 2,000 sq. ft. (spilling into common areas)
  • 31.
    Adams County District50 Objectives: • Eliminate risks with paper-based and microfilm records • Disaster recovery • Compliance concerns • Environmental sustainability Solution: • Cloud-based ECM
  • 32.
    Adams County District50 Implementation: • Phased: • 2000 – HR • 2002 – Finance and AP • 2007 – Student records • Considerable ROI • More than 30 employees have secure, instant access • 1 million records dated back to 1930
  • 33.
    Adams County District50 Benefits and ROI: • Increased employee productivity • Reduce storage space • Saved building costs (2K sq. ft. in new HS = $40K) • Environmental responsible • Award for better financial reporting • “The system more than pays for itself”
  • 34.
    Union Case MOEITS:  Largest labor union  Chicago based  24,000 members  Numerous business units  Key Issues  Geographically dispersed  Paper everywhere (thousands or millions)  Employee searching ($31.25)  Cost of office space  Office site storage ($9,000 per month)  Compliance issues (HIPAA, Taft Hartley, GLB/SOX) 34
  • 35.
    Union Case Objectives:  Thorough research and  Reduce reliance on analysis paper  Solution:  Compliance concerns  SharePoint  Streamline  Microsoft shop  Business continuity  Portal  Collaboration  Granular security  Reduce costs  KnowledgeLake  Ease of use  Fujitsu scanners 35
  • 36.
    Union Case Phase One – Legal  Phase Two - PAC  Paper intensive  Not always volume  Office space but flow  Banker boxes in  Form authorizes basement collection of fee  Time to discover  Deficient process  Document capture  Huge financial loss with barcode  SharePoint for  Matters database workflow  Scanned then shred 36
  • 37.
    Union Case Phase Three – Contracts  MOEITS Update  Another example of process  Ron Borden, Executive automation Director of IT  Signed contract took 34 days 14 steps  FAX  Interoffice  1 – 2 pages grew to 111  Now, scanned at point of origin  Routed electronically  20 minutes 37
  • 38.
  • 39.
    Union Case Benefits:  Payback in 5 months  Hard dollar savings:  Reduced storage  Recovered PAC funds  Expedited processes (contract & grievance)  Eliminated costs of paper-based processes  Soft dollar savings:  Reduced time to find documents  File sharing and collaboration  Business continuity  Projecting 1 million over 3 years 39
  • 40.
    More Information Product information and white papers: • http://us.fujitsu.com/fcpa • http://www.fujitsu.com/us/about/platforms/fcpa/me dias/whitepapers/ Industry information: • www.aiim.org • www.arma.org • www.twain.org

Editor's Notes