This session provides a deeper understanding of 2014 Data Capture market and makes it easy for you to navigate the world of competing vendors, products and prices. We will also take a deeper look and understand the strengths and competitive advantages of Oracle Capture and Oracle Forms Recognition

1. REMINDER
Check in on the COLLABORATE
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DATA CAPTURE MARKET OF 2014
Dmitri Khanine
Sr. Architect
ECM Solutions
http://ECMSolutions.ca
Navigating competitive landscape

2. Welcome to Session 609!
■ Data Capture Market – Leaders and Major Trends
■ Data Capture Vendor Selection Patterns
■ Understanding components of a Data Capture Solution
▪ Scanning, Extraction, Manipulation, Managing
■ Other common traps
■ Oracle Data Capture Tools

3. Data Capture Market of 2014
■ Data Capture Market to grow by 12.3% from 2012 to 2016
(According to MRI)

4. Market Leaders – Image Processing
■ Kofax
■ EMC Captiva
■ IBM Datacap
■ Knowledge Lake

5. Market Leaders - ECM
▪ Microsoft
▪ Hyland Software
▪ Open Text
▪ Lexmark Perceptive Software

6. Gartner’s Magic Quadrant for ECM

7. Vendor Selection Patterns
■ Go with the leader
▪ ―Nobody was fired for hiring IBM‖
vs.
■ Look for a good match
▪ Dig deeper and find a good match
overall
vs.
■ Save money
▪ ―Penny wise...‖ trap

8. Finding a perfect match

9. How to find a perfect Data Capture
Solution?
■ Ignore:
▪ "Fastest"
▪ "Rich in features"
▪ "World leading―
▪ "Multi-function"
■ Instead:
▪ Understand the internals of a Document Capture Solution

10. Understanding Document Capture
■ Begin with your content
life cycle
▪ Scanning
▪ Extraction
▪ Image Management

11. Volume Considerations
■ 50 scanned documents per week vs. 100,000 documents per
week require different solutions!
■ Peak or irregular workloads
■ With low volumes almost any scanner would do
▪ MFP
▪ Desktop scanners
■ High volumes require different scanners

12. Image Enhancements
■ Important when smart phones and other devices are used to
capture image
■ Various image enhancements available:
▪ De-skew, De-speckle, Shadow removal ...
■ Many products offer them:
▪ Kofax Vrtual ReScan, Oracle Capture ...
■ Need to be careful using them with legal documents

13. Other factors
■ Paper separation and double feed detection
■ Possible paper jams detection
■ Detection of paper clips and staples
■ Your operating conditions
▪ High humidity may cause a lot more double feeds...

14. Other Intake Mechanisms
■ Import feature in the software will let you bring them into your
extraction stage without having to print and re-scan them
■ Applies to documents coming from:
▪ Email attachments
▪ Shared Drives
▪ Fax

15. Data Extraction
■ Critical question: "What information do you wish to extract?―
▪ Full page
▪ Just a small area: i.e. invoice number
▪ A number of data fields
▪ Text or graphical information – i.e. engineering drawings
■ Complexity of your extraction requirements will define the
capabilities of your extraction software
■ Volumes

16. Types of documents
■ What types of documents will you handle?
▪ One type
▪ Small number of types
▪ Diverse types of documents
▪ A mixed bag of different document types in one batch

17. Extraction intelligence
■ Do you require custom business logic applied at extraction
time?
▪ Database lookups
▪ Validate against lists of values
▪ Custom processing logic
■ Some tools like Oracle Capture and Oracle Forms
Recognition offer full set of API for custom extraction time
logic...

18. Image Management
■ What happens once image is captured and information
extracted?
▪ Version control
▪ Indexing
▪ Content Management
▪ Distribution
▪ Cleansing
▪ Publishing
▪ Search
▪ Retention

19. Image Annotations
■ Do you require watermarking and image augmentation as
part of your workflow?
▪ WebCenter Imaging is of the tools that provides these features
▪ Watermarks must not be applied to the original image

20. Record and Retention Management
■ Flag outdated content for deletion or archiving
■ Manage physical and electronic records
■ Ensure regulatory compliance
■ Implement complex processing rules
■ Consider Oracle WebCenter Records!

21. Licensing Considerations
■ Be sure to consider:
▪ Per document charges
— Kofax is known to charge per document for it’s scanning and capture
solutions
— Solution gets progressively expensive as volumes grow!
▪ Reseller pricing
— Sometimes it is more cost effective to deal with reseller then
company themselves

22. Other common traps
■ Switching vendors without due analysis
▪ Do your homework on why are you switching:
— Lack of features?
— Delivery issue?
— Other reasons?

23. Business Requirements
■ Tighten your requirements
▪ Apply 80/20 rule
▪ Capture solutions can get expensive
▪ Consider scaling up gradually
■ “One BA with a pen outsmarts 20 developers with latest
computers"

24. Oracle Data Capture Tools

25. Oracle Capture
■ Excels at:
▪ Image Enhancements,
▪ Flexible import tools,
▪ Manually assisted indexing
▪ Generation of searchable PDF/A
■ Documents can be fed into WebCenter Content or
WebCenter Imaging for:
▪ Image manipulations
▪ image-centric workflows
▪ Full document management capabilities

26. Image Enhancements in Oracle Capture

27. Manual Assisted Indexing

28. Oracle Capture – Real Life Stories
■ Dramatic productivity improvements with adding OCR and
mapped fields as opposed to manual check in
▪ About 3 min per document down to 33 seconds for one client
▪ 1.5 min to 22 seconds for another
■ See whitepaper for full client stories

29. Oracle Forms Recognition
■ Excels at:
▪ Automatically recognizing and extracting large number of
document types
— Header information and line items
— Applying custom validation
▪ Large volume unattended processing
▪ Integration with EBS, PeopleSoft and Oracle WebCenter

30. Forms Recognition
■ Verifier – Exception Processing Screen:

31. OFR e-Business Suite integration
▪ Extracted information sent to EBS
▪ The document available from within the EBS as attachment:

32. Oracle End To End Capture Solutions
■ Seamless integration:
▪ Scanning and Import
▪ Image Enhancements
▪ Data Extraction
▪ Content management

33. Conclusion

34. Conclusion
■ Data Capture market is growing and so is number of choices
■ Be smart when designing your data capture solution:
▪ Don’t let complexity and hype influence your decisions
▪ Consider using this slide deck as your check list
▪ If you have Oracle products – consider staying with Oracle first!

35. About Us
■ ECM Solutions does
▪ Oracle WebCenter Implementation, Support and Training
■ We also
▪ Help you ―Awe Your Business Users‖ with Dynamic User
Interfaces
■ Check www.ecmsolutions.ca for real life user stories

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37. THANK YOU!
info@ECMSolutions.ca