Ephesoft & Linux Webinar: Smart Capture™ is Now Even Smarter!

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With the recent release of Ephesoft 3.1 on Linux, the modern alternative to legacy intelligent capture technologies is now even further differentiated from the costly and complex choices of the past. During this presentation, we will provide an overview of Ephesoft on Linux and discuss the unique value provided with this offering.

Specific topics covered include:
-Why Ephesoft on Linux (vs. Windows)
-Ephesoft Web Services and Zia's "In-Process Capture"
-What's So Different About Ephesoft Anyway?
-Document Processing with Ephesoft: Mortgage, Insurance, Human Resources, Accounts Payable + more...

Zia is the 2012 and 2013 Partner of the Year for Ephesoft and co-author of the book Intelligent Document Capture with Ephesoft. Zia Solutions for Ephesoft include Mortgage and Insurance Processing, Invoice Automation, Employee Onboarding/Offboarding, and more!

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Ephesoft & Linux Webinar: Smart Capture™ is Now Even Smarter!

  1. 1. Ephesoft + Linux Smart Capture™ is now even Smarter Phil Robinson SVP, Business Development phil@ziaconsulting.com Pat Myers EVP, Capture Practice pat@ziaconsulting.com
  2. 2. Questions for Today • Why Intelligent Capture? • Why Intelligent Capture + Linux? • What’s Different About Ephesoft? • Who Can Benefit from This? • Can I See It? • Why is Zia Delivering This Webinar?
  3. 3. Context: Content Chaos 90% of the World’s Data Has Been Generated Over the Last Two Years* *Science Daily May 2013
  4. 4. How’s it Getting In? • Paper • Fax • Email • Website/Portal • Social Media • Mobile
  5. 5. Why Intelligent Capture? Today’s Market Challenges Cost of Document Processing Cost of Records Management People & Paper Costs Employee Applications, Insurance Claims, Accounts Payable, Legal Records
  6. 6. Why Intelligent Capture? “Self-Funded” Projects • ROI < 9 months • 50%+ increase in Productivity • Accelerated Time to Revenue • Improved Customer Retention
  7. 7. Why Intelligent Capture on Linux
  8. 8. Why Intelligent Capture on Linux
  9. 9. What is IDC? • Input: scanned documents, email attachments, faxes, uploaded documents • Classify: identify document types in the file WITHOUT bar codes/separator pages • Extract: data from structured/unstructured documents • Deliver: to ERP, ECM, CRM DATE: 02/15/2013 CUSTOMER NUMBER: 2954875
  10. 10. Who is Ephesoft? • Today’s Alternative to Costly/Complex IDC • ~100 years document capture experience • Open Platform simplifies Hardware/Software Integration • Cloud or On-Premises
  11. 11. What is so different? & Why is that better? Business Value • Subscription or Purchase pricing • Eliminate click charges • Lower overall solution price IT Approved • Thin client architecture • Use of open standards • Simple to Install, Train System, Train Users • Match / exceed capabilities of legacy systems
  12. 12. And now introducing… “In Process Capture” (IPC) • Classify & Extract within Workflow (“in process”) • via Ephesoft Web Services API’s • Zia’s unique IPC Solution: • Alfresco ECM Repository • Automated Capture (Ephesoft-Inside) • Delivery to ERP, HCM, CRM
  13. 13. Where to Deploy? People + Paper Zia’s Document Processing Solutions • Financial Services • Public Sector • Zia’s Secure Back Office • Corporate Finance (Accounts Payable, Contracts) • Human Resources • Corporate Legal
  14. 14. Document-Centric Industries & Departments
  15. 15. Capture + Integration • Retain Ability to Work in Your Tool • ECM • ERP • CRM – Salesforce + • LOS / IMS / HCM • Point-to-Point • Enterprise Service Bus – Mulesoft, Oracle ESB, and more… • www.AnyIntegrate.com
  16. 16. Leading Mortgage Insurer “Changing the Rules of the Game” • Technology as Competitive Advantage • Automated Workflow – Routing, Approvals, Exceptions • Seamless Integration of Capture / ECM / Workflow The Solution • Alfresco “Content Hub” • Ephesoft for Classification & Extraction • Zia OneView for Analytics – Integrated with BI/Reporting
  17. 17. Secure Back Office: Corporate Finance Accounts Payable • ~1500 Contractors (vs. 1000 employees) • 8 Branches • Invoice Processing Current (Manual) Process = Costly, Slow, Error Prone The Solution – Automated Email-based Workflow • Ephesoft - Mailroom Automation • Alfresco – Document Repository + Records Management (Retention/Disposal) • Integration – Pronto ERP
  18. 18. Where to Deploy? People + Paper Records Management • Back File Conversion • Ongoing RM • Automation of: • Classification of Document Types • Extraction of Critical Data • Application of Retention Schedule
  19. 19. Demo
  20. 20. Why Zia? Reduce Your Project Risk • ROI Focused • Ephesoft Experience • Solution Accelerators • Delivery Methodology PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013
  21. 21. So… How do you get there?
  22. 22. Introducing ICE Initial Consulting Engagements (ICE) Fixed Price Fixed Duration Based on methodology from dozens of successful Ephesoft Projects!
  23. 23. What is ICE? Three Levels • Departmental • Corporate • Enterprise Three Phases • Discovery Process & Assessment • Technical Assessment • Roadmap & Project Management Plan
  24. 24. What Next? PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013 • Talk to Us / Talk to Our Customers • Ephesoft Enterprise / Cloud Trial Learn More - http://www.ziaconsulting.com/home/resources/ • Webinars & Videos • Data Sheets & Brochures • Case Studies
  25. 25. Let’s Meet! • MBA – Oct 19th-22nd • ARMA – Oct 26th-28th • AIIM Roadshows: Information Chaos • Wednesday, October 1st - Anaheim, CA • Tuesday, October 7, 2014 - Washington, DC • Thursday, October 9, 2014– New York, NY • Tuesday, October 21, 2014 – Chicago, IL • Thursday, October 23, 2014 – Minneapolis, MN

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