Zia Consulting - Fresh Capture


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Zia Consulting - Fresh Capture

  1. 1. Fresh CaptureDesktop Capture of Scanned DocumentsReleased to Alfresco Enterprise 3.x<br />Mike Mahon, President,mike@ziaconsulting.com Office: 303.443.4004 x203 Cell: 720.289.7424<br />
  2. 2. Agenda<br /><ul><li>Zia Consulting Overview
  3. 3. Fresh Capture Slide Presentation
  4. 4. Q & A</li></li></ul><li>Who is Zia?A firm with deep technical expertise and strategic insight, coupled with our Agile software delivery methodology, provides numerous benefits to our customers:<br />Benefits<br /><ul><li> Achieve ROI by delivering improved operational efficiencies
  5. 5. Boost productivity by creating collaborative work environments
  6. 6. Maintain access and control of information through the enterprise
  7. 7. Allow employees to find the information they need, when they need it
  8. 8. Increase end-user adoption
  9. 9. Agile training by using Zia methodology and Rally tools
  10. 10. Raving fan customers</li></ul>Professional Qualifications<br /><ul><li> Highly-experienced senior staff consisting of Business Analysts, Enterprise Architects, Software Engineers and Data Architects
  11. 11. Alfresco Professional Services Partner
  12. 12. IBM Partner
  13. 13. Kofax Partner</li></ul>Our Partners<br />
  14. 14. Service Offerings<br />Enterprise Content Management (ECM)<br />An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes,streamlining the review, approval and distribution of content across an organization.  Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs. <br />Enterprise 2.0 Solutions<br />The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions. Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team.<br />Enterprise Mobile Applications<br />Mobile workforce enablement is an increasing trend for Zia’s enterprise customers. Zia’s Fresh Docs ECM application is available for iPhone, iPad and Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com.<br />Zia’s Agile Solution Methodology<br />At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value, even if those features were unknown at the launch of the project.<br />
  15. 15. Why Fresh Capture?Supports the scanning of paper documents into Alfresco’s content repository<br />Leverages inexpensive desktop scan and OCR software<br />Low cost<br />Reduced storage cost<br />Minimize manual entry<br />Minimize file misplacement<br />Short timeframe to install<br />Content Management Requirements<br />Alfresco 3.x Content Management System<br />Note: Zia can upgrade Alfresco Enterprise to latest 3.x version<br />Desktop based document capture and release to Alfresco<br />Installed as Flex desktop application <br />
  16. 16. Who Should Use Fresh Capture?<br />Departments that perform non-batch scanning (typically up to 10 or 20 documents at a time)<br />For example: HR, Accounting, Public Works, and Clerk Departments<br />Individuals looking to save on paper storage cost by moving to electronic doc storage<br />Excellent as a quality control application to manage scan quality and metadata assignment. <br />For example: If you scan your paper docs and assign metadata, you perform a Quality Control review prior to “releasing” to Alfresco.<br /><ul><li>What it should not be used for:
  17. 17. Zonal scanning solutions (pick a location on a scan document, scan and OCR </li></ul> For example: It does not scan an invoice number from a document in a standard location.<br /><ul><li>If you process large amounts (100 or 200) of the same types of documents, you will not want to use Fresh Capture</li></li></ul><li>Power Point Presentation<br />
  18. 18. Fresh Capture Overview<br />
  19. 19. Fresh CaptureLogin<br />Login from Desktop Application to Alfresco<br /> Fresh Capture<br />
  20. 20. Fresh CaptureLogin<br />Login from Desktop Application to Alfresco<br /> Fresh Capture<br />
  21. 21. Configurable Scan LocationsConfigurable Project Site<br />Define temporary scan directory<br />Define your server connection<br />Configurable Scan Home or “dropbox” location<br />Scanned Document location can be set via preferences or on custom content model<br />For example, AP Invoices could be stored in the Scanned Documents folder, but HR documents could be stored in a different location.<br />11<br />
  22. 22. Scanned Document Queue<br />Scan Document Queue Allows for individual management of scan and quality control for scan quality. Additionally, you can release batches of documents to Alfresco<br />Local or Network Scan Directory<br />Shows local or network scan directory structure<br />12<br />
  23. 23. Apply Metadata, Quality Control Scan and Release to Alfresco<br />Apply custom document type to scanned document. <br />Fields below show custom content modelling elements.<br />Release to Alfresco<br />Fields below show custom content modelling elements.<br />Quality Control Scan<br />Optional Quality control for Scan or metadata assignment <br />13<br />
  24. 24. Release to Alfresco<br />Press “Release” button pushes content and metadata to Alfresco<br />Can be accomplished on this screen or in the scan queue for batch processing<br />14<br />
  25. 25. Scan Documents in Alfresco Share<br />“Release” directory in Alfresco<br />
  26. 26. View Meta Data and Scan<br />View Metadata in Alfresco<br />These were entered on Fresh Capture screen and stored along with the scanned document.<br />
  27. 27. Questions & Answers<br />Sales<br />303.443.4004 x203<br />sales@ziaconsulting.com<br />http://www.ziaconsulting.com/home/freshcapture/<br />