ECM Automation Systems provides automation solutions that streamline business processes involving paper-centric documents. Their solutions deliver ROI within 9 months through 50% productivity increases, accelerated revenue cycles, improved compliance, and actionable analytics. Their smart repository and workflow components include secure web portals, OCR, records management, and analytics dashboards. Case studies demonstrate automation reducing loan processing time by 50% and life insurance application processing costs while improving customer satisfaction.

1. ECM Automation Systems
Your Business Processes.
Streamlined.

2. ECM Automation Systems – Where?
• “Paper”-Centric Process
• Supporting Documents
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Loans – Mortgage, Auto…
Life Insurance Applications
Retirement / Investment Accounts
Employee Applications & Onboarding
Government – Benefits, Permits….
University Applications
Invoice Processing
And more…

3. ECM Automation Systems – Why?
Automation Delivers:
• ROI < 9 months.
• 50%+ increase in Productivity.
• Improved Customer Satisfaction.
• Accelerated Revenue Cycles
• Enhanced Compliance
• Actionable Analytics.
Prove It!

4. ECM Automation Systems - What?
Smart Repository + Smart Workflow
Additional Components may include:
• Secure Web/Portal
• OCR-as-a-Service
• Records Management
• Enterprise Integration
• Zia OneView ™ - Actionable Analytics

5. ECM Automation Systems
Case Study

6. The loan process is
intensive and
costly

7. Zia Loan Automation
System Delivers:
Rapid ROI (< 9 months)
50% > Process Improvement
Accelerated Revenue Cycles
Compliance
Actionable Analytics

8. Why
now?
• Competition
• Increased Risks
• Leverage New Technologies
• Increased Costs (Compliance & Storage)

9. Where: Origination & Underwriting
Automating Borrower Documents
• W-2’s, 1040’s, Bank Statements, 401k’s & more…
• Paper, Fax
• Email, Borrower Upload
Zia Loan Automation System
• Secure Borrower Site
• What Is It?
• What is On It?
• Is it Fraud?
• Where does it go?

10. Where: Closing
• Closing Preparation – Cut time by
50% to prepare accurate HUD-1
• Integrate with Loan Origination
Systems
• Monitor Email, Fax, Electronic
paper from Settlement Agents

11. Where: Post Closing
• Classify 500 – 700 page closing
documents + Extract critical data
• HUD-1 – up to 1600 fields
extracted
• GFE, TIL, State docs…
• Company Delivered Documents
• Paper
• Electronic Paper
• eForms
• Sort & Stack for Investor Delivery

12. How - Smart Repository
• mFolder – docs + metadata
• Borrower Uploads, Email Integration
• Enterprise Document Management
• Version Control
• Enterprise Search
• “Paperless Underwriting” – including
Annotation (Markup) of Documents
• Automatic Records Management

13. How – Smart Workflow
• Status – New, WIP, Complete
• Routing – Review, Approve
• Classify & Extract
• Declare Record

14. Additional Components
Borrower Site/Portal
• Secure Customer Login
• Loan Origination
• Upload Documents
• Check Status
• Unique Landing Page
• Simple Design & Branding
• Asset Re-use Across Sites

15. Additional Components
OCR-as-a-Service
In-Process Capture™ (IPC)
• Classification & extraction optimized for use
WITHIN your document repository
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Capture by users within business process – by
borrower, by document

16. Additional Components
OCR-as-a-Service
Advanced Closing Extraction™ (ACE)
• Classification for Hundreds of Closing Document Types
• Extraction for Critical Closing Documents
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HUD-1, TIL, GFE
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State specific documents (CA, IL…)
• Tested/Validated with Leading Mortgage Company

17. Additional Components:
Enterprise Integration
• Zia LAS + Your LOS
• In Process Integration
• LOS Integration
• Point-to-Point
• Enterprise Service Bus

18. Additional Components
Actionable Analytics
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We said we save you time, we can
prove it.
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Compliance & Management Metrics
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Reporting / BI Integration
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Managed by Zia OneView ™

19. The Business Results
Time Saved – 50% reduction
Enhance productivity and
reduce mistakes
Save money

20. Demo!

21. ECM Automation Systems –
Where Else?
Life Insurance Applications

22. Automation Case Study
Regional Life Insurance Company
New Life Insurance Applications
• ~500 Unique Forms
• ~ 6 million docs/year
Expensive + Slow + Error Prone
• Agents – Upload to ECM system
• Customers - Paper, Email, Fax
• 3rd Parties – Paper to EDI (Lab
Results, Medical Forms)
• Email/Fax – Print & Re-Scan
Previous Solution – More People.

23. Zia Insurance Automation System
Results:
• Quick Wins with Discrete Projects
• Automate Classification
• Forms – Version Control +
Redesign + Rationalization
• Customer Portal
• Automate Extraction
• Actionable Analytics
• Reduced Costs
• Reduced Delivery Time to
Underwriting = Time to Revenue
• Reduced Error Rates

24. Questions?

25. Automation Case Study
Human Resources
Employee Onboarding
• Paper or Electronic Documents
• Application = “Structured” Data
• Supporting Docs (I-9, W-4, Employment
Agreement, Confidentiality Agreement, and more…)
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Structured
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Semi-Structured
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Unstructured
Current (Manual) Process:
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Costly
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Slow
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Error Prone

26. Zia HR Automation System
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Secure Employment Portal
Unique “eFolder” – upload, email-in
Advanced Workflow (New, Pending, Complete)
Classification & Extraction with “In Process Capture”
Records Management (EasyRM)
SAP HCM Integration

27. Automation Case Study
Accounts Payable
What’s the Problem?
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Vast Majority are still “paper” invoices
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Current (Manual) Processes are Costly, Slow, Error
Prone
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Lack of Strategic Insight
Why so difficult?
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“No two invoices are the same”
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Where to find PO Number, Invoice
Number, Taxes, Grand Total, Supplier Details
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Past approaches haven’t worked (Templates, List of
Variables)

28. Zia Invoice Automation System
Invoice Automation System Modules
• Secure Vendor Site / Portal
• vFolder – upload, email
• Classification & Extraction
• Mailroom Automation and/or
• In Process Capture
• Secure Collaboration – view & annotate
• Records Management (EasyRM)
• ERP/Accounting Integration