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Alfresco & Kofax - scan, manage, collaborate
The document discusses how information arrives to companies from various sources like paper documents, emails, social media, etc. and needs to be captured and routed to different business units and systems. It introduces Kofax's approach of capturing information at the point of origin to improve processing times, drive automation and costs savings, and enhance governance. The storyboard then shows how Kofax's capture technologies can understand and classify incoming content before routing it to destinations like ERP, CRM or document management systems to initiate automated workflows.
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Alfresco & Kofax - scan, manage, collaborate
- 1. Storyboard Kofax & Alfresco – Capture to Manage October 2012 John Juerss – Senior Solu5ons Engineer, Alfresco Mark Schroeder – Senior Sales Engineer, Kofax
- 2. Enterprise Capture Evolu5on Decision Management Business Process Automa;on Automa;on Value Scan to Process Process Ini;a;on Scan to Archive Distributed Capture Intelligent Integrated Integrated Document Forms Document Workflow & Business Capture Processing Recogni;on Rules Mgmt Intelligence Time
- 3. Distributed Capture Evolu5on End Early Customer 2010s Field Early Agents 2000s Field Offices Mid Regional 1990s Offices Corporate Headquarters Early 1990s
- 4. The changing face of business Cost and efficiency The workplace Business Staff reduc5on, compe55on, skills shortages, budget cuts, mobile working, outsourcing new processes & technologies Customer expecta5ons Governance Visibility, Instant response, compliance, interac5on by email auditability & Smartphone
- 5. Your informa5on arrives in many kinds of documents CUSTOMER SERVICE FINANCIALS Correspondence Invoices New accounts Cash receipts Address changes Tax documents Service requests Proofs of delivery Inquiries Expense accounts SALES HR New orders Applica5on forms Contracts Resumes/CVs Proposals Benefits forms Forecasts Healthcare forms CORPORATE AND… Correspondence Insurance claims Li5ga5on Loan applica5ons Contracts Accident reports Regulatory Documents Pa5ent records Policies Proofs of residence
- 6. In many different places
- 7. From a number of channels Paper documents Social collabora5on Mobile applica5ons Electronic formats
- 8. And is delivered to many different des5na5ons Finance Legal Service Admin Mailroom Logis;cs Sales
- 9. Further needs to capture source content Paper documents Social Paper collabora5on Fax Email SMS Mobile XML applica5ons Office PDF Social Electronic formats
- 10. Without Kofax-‐ Companies spend extra resource… Paper Fax Email SMS Understand Decide XML Alfresco Office Portal ERP/LOB/CRM PDF ECM/RM Database Social What is it? What do I do with it?
- 11. Kofax believe in Point of Origina5on Capture Paper Fax Email BPM SMS Understand Decide XML Alfresco Understand Office INFORMATION CAPTURE Portal ERP/LOB/CRM Decide PDF ECM/RM Database Social • To improve processing 5mes & Customer sa5sfac5on • To drive automa5on & save costs • To improve governance & risk compliance
- 12. Point of Origina5on – Extending Systems & Processes Point of Origina;on Electronic Smart phones & tablets FAX Systems & Processes Smart phones & Produc5on tablets scanners Desktop scanners & web portals MFPs Field Customer Remote Branch Centralized Back workers loca;ons offices office
- 13. Summary on Capture Trends • Central vs Distributed vs Hybrid processing • Inhouse vs Outsource vs Hybrid solu5on • Single Process vs Mul5 purpose • Single loca5on vs Mul5site
- 14. Alfresco – Kofax Collabora5on Beber Together!
- 15. … to Manage Documents Mobile Web Collaboration Email Records Images Workflow Digital Assets Cloud Social
- 16. The Document Management Alfresco Plaeorm Records Management Web Content Services Enterprise Collaboration Open Source Platform
- 17. Alfresco Enterprise Content Management Image Document Management Management Content Repository Records Web Content Management Management
- 18. Open Source: Overcoming Barriers to Adop5on ECM Revenues But the Enterprise are Huge Sales Model is Broken • Only 5% of employees have been reached so far • Cost is the primary barrier • Open Source succeeds in commoditized markets: OS, DBMS, ECM • Open Source is now acceptable (Gartner: “95% of G2000 by 2008”) • Major ECM vendors (IBM, EMC, Microsoft, Oracle) are too busy consolidating
- 19. Alfresco System Web Applications Knowledge Portals Web Services App Server ERP CRM Portal Server Virtual File System High Availability FTP CIFS WebDAV
- 20.
- 21. New Use Cases and Benefits • B2B Collabora;on – Collaborate on content between businesses and employees anywhere with easy provisioning and complete security • Mobile Work – Manage, access, capture and collaborate on documents on the go more efficiently and with no paper • Mobile, Paperless Business Processes – Execute more efficient processes anywhere without being bound by enterprise infrastructure, but with full compliance • Collabora;ve Mee;ngs – Conduct more produc5ve mee5ngs anywhere by using the full power of mobile devices with the security and control of enterprise systems
- 22. Combining Private & Public Cloud Consultant Customer EU Division Sync Workflo w Sync US Prof Alfresco in the cloud Services This is Cloud Connected Content Offshore Development
- 23. So that means… • Contracts • Transac5onal documents • Subpoenaed documents • Board notes • Legal documents • Standard Opera5on Procedures • Merger proposals • Manufacturing records • Quality cer5ficates • Tes5mony • Non-‐repudia5on evidence • Manuals • Digital assets • Freedom of informa5on requests • Adver5sing videos • Cer5ficates of authen5ca5on • Personnel informa5on • Insurance claims • Pa5ent records • Proprietary intellectual property • Customer informa5on • Scanned invoices • Secret intelligence • … • Website content Other than that, feel free to put it in Box or DropBox
- 24. What Makes Alfresco Different vs. legacy, proprietary ECM We deliver fast ROI & flexibility + one platform spans cloud & on-premise + open source & open standards + low-cost subscription model & fast ROI vs. cloud-only file sharing We get the enterprise + metadata & business processes + security & compliance + customization & integration
- 25. Kofax Demo How it works
- 26. Claims Process Orchestra5on -‐ Kofax Total Agility BPM:
- 40. Solu5on Overview Claims Handler Loss Adjuster Broker Kofax Alfresco Mobile Mobile Capture Kofax Kofax TotalAgility Alfresco Transformation Alfresco Cloud Management On-premise CMIS/WS Export Connector And let’s not forget there’s an e-mail server allowing notifications Enterprise to Cloud Sync
- 41.