The document discusses the importance of advanced document automation and outlines strategies for creating efficient workflows using document scanning technologies. It emphasizes understanding user needs and tailoring technology to fit those needs, detailing various destinations for scanned documents based on user roles and document types. Additionally, it highlights the expertise of Chris Riley and Cvision's solutions for document automation and data management.

1. Advanced Document Automation Made Simple Chris Riley, Living@nalytics, Inc. Ari Gross, CVISION Technologies

2. KISS – Keep It “Software Simple” Advanced technology does not = complicated to use Boxed products are sometimes overlooked Business cases must align with product features

3. What you can achieve! Companies are creating automated workflows from boxed solutions Multi-User environments Scanning OCRing / Indexing Compressing Archiving Storing What you need Document Scanner Proper Software A PLAN

4. Planning! First, fully understand the need Make the technology fit the need Scanning destinations become workflows Destination per user Destination per business process Destination per document type Or Combo MFPs Most often a destination per user Document Scanners Most often a destination per document type

5. Destinations A destination is defined as the steps and final storage of a document after scan Destination per user Each user has their own scan process Destination per business process Example is AP, Human Resources Each process has different document processing associated with it Destination per document type Example Invoices, Bills of Lading, Contracts Each document type gets unique process and routed Each destination has one or more document processing steps Scan Image processing OCR Data Capture Compression Archive Store

6. How it can be even more powerful Dual-stream Supported by some document scanners and MFPs Doubles the number of options for each destination Same document two processes Custom scripts or Folder Automation Tools Might need a developer

7. Scanning 300 DPI Be most concerned about quality of image Settings per document type Color Duplex, Simplex Bit Depth Depends on process Format – Probably TIFF

8. Imaging Not always necessary Sometimes done by the scanner Imaging for the document type Dropout Despeckle Deskew Blank page removal etc. Don’t over-clean

9. OCR, Data Capture, Index Full-Page OCR for search and retrieval – at minimum All readable text from the document Need full-text search capability Searchable PDF Index OCR for repository Full data capture for business process automation Most CPU intensive tasks

10. Compression Do not compress during scan Compress after OCR and Data Capture Compression for disk space but frequent access Focus on file specific compression tools PDF is a great opportunity for compression Compression for long term storage Consider Archival instead

11. Archive Long-term storage of documents Consider their accessibility and efficiency Understand future support PDF is a safe format Open Standard Widely used Archive support with PDF/A Multiplatform Standard viewers

12. Storage Avoid file servers So many repositories to choose from Industry Specific? Need specific – Accounting Infrastructure

13. The secret to putting it together

14. Two Sample Destinations Destination Image OCR Data Capture Compress Archive Store 1 Invoices 2 Resumes

15. CVISION Solutions

16. CVISION: High Volume, Server-based Solutions for: File Compression: create files easier to email, access, & transmit More Accurate OCR: locate more text to conduct more reliable searches Document Automation: automate document driven processes for forms, invoices, EOBs, business documents PDF/A: archive electronic documents reliably with PDF/A

17. Our Clients, Just to Name a Few

18. Mr. Riley is an independent industry expert in OCR, ICR, OMR, Barcode, BCR, Data Capture and Analytics Technologies. Chris’s focus on market education has helped expose underlying problems in the acquisition and use of advanced technology and has helped both end-users and vendors mitigate the challenges to achieving ultimate success. Riley has 12 years experience in this arena, owned three software companies, and obtained several technology and business awards. He has three bachelors degrees in the area of Business Administration, Computer Science, and Mathematics, and hold certifications from the enterprise content management trade organization AIIM as “Enterprise Content Management Practitioner ( ECMp )” and “Information, Organization, and Access Practitioner ( IOAp )”. Mr. Riley is a sought after speaker, and educator throughout the content gathering space. About Chris Riley: http://www.cvisiontech.com/docdoc/ Visit Chris Riley’s CVISION Blog:

19. Ari Gross, PhD CTO Email: agross@cvisiontech.com Hundreds of organizations rely on us to transform information into a competitive advantage every day. CVISION Phone: (866) 871-7340 Email: [email_address] www.cvisiontech.com