UNDERSTANDING DISTRIBUTED WEB-BASED DOCUMENT CAPTURE REALIZING GREATER VALUE AT LOWER COSTWELCOME877.322.7797www.capsystech.comAUGUST 11, 2010
INTRODUCTIONSPAUL SZEMPLINSKICAPSYSSTEVE SCHRADERCAPSYSAuthor of “ECM BUYER BEWARE: Real Insights & Answers for Decision Makers”; andPresident and Co-Founder CAPSYSWWW.CAPSYSTECH.COM
ANATOMY OF A TYPICAL ECM SYSTEMContent Management RepositorySearch TechnologyDocument CaptureWorkflow or Business Process ManagementDocument scanners, MFPs, Network Scanning AppliancesIT Infrastructure (servers, SQL, storage, network, etc.)Professional Services for Project Management and ImplementationAnnual Software Assurance and Hardware Maintenance Fees (ongoing)CONVERT TOSEARCHABLE .PDFSTOPVERIFICATIONQUEUEEXPORT TO DOCUMENT MANAGEMENT SYSTEMBARCODE/SEPARATIONDOCUMENTCLEANUPSTARTZonal OCREXCEPTIONQUEUEWWW.CAPSYSTECH.COM
WWW.CAPSYSTECH.COM
QUESTIONS ABOUT DOCUMENT CAPTUREWhat kind and which manufacturer of a document scanner is ideal for my organization? – Desktop/Workgroup/Departmental/Mainframe/Networked Appliances?
Should I consider an MFP?*
Which brand and what type of capture software should I utilize?
Should I utilize thin/thick clients or both?
Can browser technology perform similarly to that of a thick client?
Can/do I capture at point of origin?
Save to Tiff, PDF, PDF/A or Searchable PDF, JPEG, JBIG, MDI, etc.?
Should I outsource any/all of the document capture and indexing services to a service bureau?
Should I centralize, decentralize  or take a hybrid approach towards the capture process?
Is SaaS a viable option for any aspects of the ECM anatomy?
What automation – if any - can I incorporate into the overall capture process?WWW.CAPSYSTECH.COM
DOCUMENT CAPTURE APPROACH CHOICESCentralizedAll document capture and business processes remain within control of central planning and management authoritiesDistributedDocument capture and business processes are pushed out to the remote locations where content (and problem) originatesHybridCombination of both approachesWWW.CAPSYSTECH.COM
CENTRALIZED APPROACHEquipment, licensing, ongoing software assurance, support costs are significantly more expensive than alternativesDedicated staff to process the volume of content at central office – inevitably creating a new, non-revenue generating cost centerWork space, power and environmental requirementsTransportation/shipping costsBuilt in latency in document processing and slower turnaround timesPotential for lost or misplaced documents during document handling phasesWWW.CAPSYSTECH.COM
DISTRIBUTED CAPTURE APPROACHThe GoalCapture documents at Point of Origin – where the problem originatesRemote Locations; branch locations – anywhere in the worldUsing available technology, i.e, Scanners, Email, Fax, MFP, Office files, etc.What are the benefits?Reduce paper handling and courier costsShipping, postage, tracking, etc.Accelerate the speed of businessMoving at “Electronic Speed”Reduce document loss and increase document securityLeverage investments in office technologyIncrease quality of document captureReduce labor costs; Empower front office workersReduce overall cost of ownership and Lower Operating Costs - Empower your customers and supply chain partners to “self-serve” - ingesting content directly into your business processesWWW.CAPSYSTECH.COM
DISTRIBUTED, WEB-BASED SCANNINGPropensity to make the Document Capture solution as ubiquitous as the cell phoneWeb-based computing continues to advance at a much more rapid pace compared to thick client appsFlexible licensing, no page clicks, easy to expand internally, externally and  beyond the firewallMuch easier to deploy and maintain than clunky thick client apps Provides the lowest total cost of ownershipWWW.CAPSYSTECH.COM
HYBRID APPROACHLeveraging Web-based scanning – inside the firewallScan at Production SpeedsHeavy Lifting at the Web Server, not the clientSophisticated Integration just like Thick Clients through .NET, JAVA, Web ServicesMixed environment (blend of distributed and centralized document capture)WWW.CAPSYSTECH.COM
WHAT IT LOOKS LIKE…ADMINISTRATORWEB CLIENTSystem Setup | Capture Process Workflow SetupServer Groups
Batch Profiles/Process Map
Document Types/Process Map
Users/Groups
QSX Modules
Licenses
General Settings
Queue Admin
Performance MonitorUser Interface | Process Batches and DocumentsScan/Import
QC/Correction (i.e., Re-scan, etc.)
Create documents from batches

Distributed capture greater value lower cost

  • 1.
    UNDERSTANDING DISTRIBUTED WEB-BASEDDOCUMENT CAPTURE REALIZING GREATER VALUE AT LOWER COSTWELCOME877.322.7797www.capsystech.comAUGUST 11, 2010
  • 2.
    INTRODUCTIONSPAUL SZEMPLINSKICAPSYSSTEVE SCHRADERCAPSYSAuthorof “ECM BUYER BEWARE: Real Insights & Answers for Decision Makers”; andPresident and Co-Founder CAPSYSWWW.CAPSYSTECH.COM
  • 3.
    ANATOMY OF ATYPICAL ECM SYSTEMContent Management RepositorySearch TechnologyDocument CaptureWorkflow or Business Process ManagementDocument scanners, MFPs, Network Scanning AppliancesIT Infrastructure (servers, SQL, storage, network, etc.)Professional Services for Project Management and ImplementationAnnual Software Assurance and Hardware Maintenance Fees (ongoing)CONVERT TOSEARCHABLE .PDFSTOPVERIFICATIONQUEUEEXPORT TO DOCUMENT MANAGEMENT SYSTEMBARCODE/SEPARATIONDOCUMENTCLEANUPSTARTZonal OCREXCEPTIONQUEUEWWW.CAPSYSTECH.COM
  • 4.
  • 5.
    QUESTIONS ABOUT DOCUMENTCAPTUREWhat kind and which manufacturer of a document scanner is ideal for my organization? – Desktop/Workgroup/Departmental/Mainframe/Networked Appliances?
  • 6.
  • 7.
    Which brand andwhat type of capture software should I utilize?
  • 8.
    Should I utilizethin/thick clients or both?
  • 9.
    Can browser technologyperform similarly to that of a thick client?
  • 10.
    Can/do I captureat point of origin?
  • 11.
    Save to Tiff,PDF, PDF/A or Searchable PDF, JPEG, JBIG, MDI, etc.?
  • 12.
    Should I outsourceany/all of the document capture and indexing services to a service bureau?
  • 13.
    Should I centralize,decentralize or take a hybrid approach towards the capture process?
  • 14.
    Is SaaS aviable option for any aspects of the ECM anatomy?
  • 15.
    What automation –if any - can I incorporate into the overall capture process?WWW.CAPSYSTECH.COM
  • 16.
    DOCUMENT CAPTURE APPROACHCHOICESCentralizedAll document capture and business processes remain within control of central planning and management authoritiesDistributedDocument capture and business processes are pushed out to the remote locations where content (and problem) originatesHybridCombination of both approachesWWW.CAPSYSTECH.COM
  • 17.
    CENTRALIZED APPROACHEquipment, licensing,ongoing software assurance, support costs are significantly more expensive than alternativesDedicated staff to process the volume of content at central office – inevitably creating a new, non-revenue generating cost centerWork space, power and environmental requirementsTransportation/shipping costsBuilt in latency in document processing and slower turnaround timesPotential for lost or misplaced documents during document handling phasesWWW.CAPSYSTECH.COM
  • 18.
    DISTRIBUTED CAPTURE APPROACHTheGoalCapture documents at Point of Origin – where the problem originatesRemote Locations; branch locations – anywhere in the worldUsing available technology, i.e, Scanners, Email, Fax, MFP, Office files, etc.What are the benefits?Reduce paper handling and courier costsShipping, postage, tracking, etc.Accelerate the speed of businessMoving at “Electronic Speed”Reduce document loss and increase document securityLeverage investments in office technologyIncrease quality of document captureReduce labor costs; Empower front office workersReduce overall cost of ownership and Lower Operating Costs - Empower your customers and supply chain partners to “self-serve” - ingesting content directly into your business processesWWW.CAPSYSTECH.COM
  • 19.
    DISTRIBUTED, WEB-BASED SCANNINGPropensityto make the Document Capture solution as ubiquitous as the cell phoneWeb-based computing continues to advance at a much more rapid pace compared to thick client appsFlexible licensing, no page clicks, easy to expand internally, externally and beyond the firewallMuch easier to deploy and maintain than clunky thick client apps Provides the lowest total cost of ownershipWWW.CAPSYSTECH.COM
  • 20.
    HYBRID APPROACHLeveraging Web-basedscanning – inside the firewallScan at Production SpeedsHeavy Lifting at the Web Server, not the clientSophisticated Integration just like Thick Clients through .NET, JAVA, Web ServicesMixed environment (blend of distributed and centralized document capture)WWW.CAPSYSTECH.COM
  • 21.
    WHAT IT LOOKSLIKE…ADMINISTRATORWEB CLIENTSystem Setup | Capture Process Workflow SetupServer Groups
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
    Performance MonitorUser Interface| Process Batches and DocumentsScan/Import
  • 30.
  • 31.

Editor's Notes

  • #2 Good Morning!!!  (Time to Smile and Move – Be Enthusiastic!) My name is XXXXXXX and we are very pleased that you could join us this morning for our presentation on “The Benefits of Distributed Document and Data Capture”. I’ll be your host today and joining me for part of the presentation will be XXXXXX. The presentation will be divided into two sections: During the first part of this presentation, we will provide some background and definition to Distributed Capture. We will answer the questions, What is distributed capture? How can it benefit my organization? How does the system operate? Does it offer an acceptable ROI? During the second half of the presentation, we will provide an overview and demonstration of CAPSYS CAPTURE, a leading document and data capture solution that works over the internet through a browser The formal presentation should be about 45 minutes in duration leaving time for Q&A at the end. We will open up the lines at that time. You may also submit your questions via the chat feature in Webex. Again, thanks for joining us this morning. Let’s get started…. 
  • #21 Let’s show you more about how distributed capture works and introduce you to a leading distributed document and data capture application from CAPSYS.
  • #31 To register, please visit our Website and look for Upcoming Webinars in the left-hand side navigation.