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From Paper to Electronic Records: Using Alfresco and Ephesoft to easily file Records<br />Mike Mahon, President,mike@ziaconsulting.com<br />Office: 303.443.4004 x203<br /> Cell: 720.289.7424<br />

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Agenda<br /><ul><li>Introductions

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Zia Consulting Overview

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Ephesoft Overview & Positioning

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Inbound Rules Route Docs in Alfresco

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Filing Electronic Docs as Records

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Q & A</li></li></ul><li>Who is Zia?A firm with deep technical expertise & strategic insight, coupled with our Agile software methodology, provides numerous benefits to our customers:<br />Benefits<br /><ul><li> Achieve ROI by delivering improved operational efficiencies

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Boost productivity by creating collaborative work environments

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Maintain access and control of information through the enterprise

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Allow employees to find the information they need, when they need it

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Increase end-user adoption

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Agile training by using Zia methodology and Rally tools

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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

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Alfresco Professional Services & OEM Partner

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Ephesoft Partner

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IBM Partner</li></ul>Our Partners<br />

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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, iPadand 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 />

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Presentation Goals<br />Value Prop over Trad Scan Solutions<br />Ephesoft Overview<br /><ul><li>Direct Cost Savings

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No Per Use Fees

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CPU-based pricing

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Indirect Cost Savings

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Productivity – more with less

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Simplicity – no sorting required

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Admin Overview

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Create Doc Types and Field Extraction

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Configure Email and CMIS Integration

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Provide Scan Operator Overview

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Show Ephesoft scan results</li></ul>Demonstrate Routing Docs & Filing Records <br />Show Workflow in Share<br /><ul><li>Easy to Use

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Route and file documents by type

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Simple, easy to understand, painless

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Leverage power of datalists and workflow

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Simple, usable collaborative interface

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Easily definable workflow in Share</li></li></ul><li>Intelligent Document Capture<br /><ul><li> Content Classification and Separation

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No Separator Sheets, no Barcode

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Classify correspondence or letters

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Advanced Extraction

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Fixed Form or Free Form extraction

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Fuzzy Database-document matching

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Runs on Cloud and Data Centers:

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Web-based user interface

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Supports Cloud infrastructure </li></ul>6<br />

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7<br />Intelligent Document Capture 2011<br />

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8<br />Ephesoft in action<br />Step 1. Identify and collect samples<br />Step2. The system learns the categories<br />Fax<br />Paper<br />E-mail<br />Step 3. Classify incoming documents<br />Step 4. Extract required metadata<br />Policy #<br />Claim ID<br />SSN<br />Date of Birth<br />Date<br />Account #<br />SSN<br />FEIN<br />SSN<br />DATE<br />Loan Application<br />Tax Returns<br />Claims<br />Credit Card Application<br />Letters or Correspondence<br />

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Administrator Overview<br />

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Administration:EphesoftBatch Class Management<br />

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Administration:Adding a new document type<br />Add Name of Doc Type<br />

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Administration:Adding a new field type<br />Add Type information<br />

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Administration:Specify the location and pattern of the new field<br />Value locate via search<br />Regular Expression<br />

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Administration:Adding sample images for new document types<br />Copy Sample Docs Into These Folders<br />

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Administration:Click ‘Learn Files’ button to train Ephesoft<br />Learn Files Creates Search Index<br />

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Administration:CMIS configuration<br />

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Scanning Operator Overview<br />

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Operator View:Browser-based Scanning<br />

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Operator View:Scanning complete<br />

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Operator View:Review classification & validation batches<br />9 Classification Results<br />10 Validation Results<br />

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Operator View:Review accuracy of classification<br />2 Known and 3 Unknown Doc Types<br />

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Operator View:Document review is complete<br />Review is Complete<br />Validation is Next<br />

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Operator View: The Validation step is next<br />

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Operator View:Inspect validated fields<br />Date is Missing<br />

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Operator View:Validation is complete<br />Upload to Alfresco is next<br />

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Scan Artifact Result Overview<br />

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Explanation:For each document, a TIF, PDF, & XML file are created<br />

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Explanation:A PDF with a searchable text layer is uploaded to Alfresco with the custom document type applied<br />

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Alfresco Import Overview<br />

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Alfresco User View:Custom Inbound Rules Route Documents to the Alfresco Records Management Share Site<br />

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Alfresco User View:Custom Inbound Rules Complete RM metadata and declare the record.<br />

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Alfresco User View:Record Management System – Auto Declared Docs<br />

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Alfresco User View:Metadata from Ephesoft stored in RM System<br />

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Summary<br />Common Sense Decisions<br /><ul><li>Open Source allows you to grow your business with predictable costs

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Filing Records should be as easy as possible

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Zia is PARTNERing with Alfresco & Ephesoft

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Companies/Orgs need to do more with less</li></ul>Solutions that Work<br /><ul><li>Zia brings expertise

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Platinum Alfresco & Ephesoft partner

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Alfresco brings cost-effective ECM/RM platform

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Ephesoft revolutionizes scanning</li></ul>Image take from Camandago.com<br />

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Questions & Answers:<br />Sales<br />303.443.4004 x203<br />sales@ziaconsulting.com<br />http://www.ziaconsulting.com/<br />