Organizations receive a daily influx of paper documents such as invoices, applications, claim forms and other supporting documentation that must be reviewed, processed and preserved. Manually managing the flow of these documents causes delays and processing errors that inevitably increase costs, impact customer response, reduce efficiency and threaten compliance. Join Paragon Solutions and EMC to learn how using Intelligent Document Capture as a means to drive data and documents quickly into processes can dramatically reduce manual preparation, data entry and cycle time. We’ll also share our Business Case Approach to demonstrate how Paragon helped an organization that processes 600,000 forms annually implement document capture to electronically distribute, search and store information, reducing processing time by 38 percent and cutting costs by 30 percent.

1. Paragon Solutions, Inc. Proprietary and Confidential
April 12, 2011
Intelligent Content Capture:
The Art of Saving a Million Keystrokes
and Millions in Annual Costs
Paragon Solutions & EMC

2. Paragon Solutions, Inc. Proprietary and Confidential
- 2 -
Agenda
 Martha Coacher, Vice President Corporate Marketing & Alliances,
Paragon Solutions
• Review of Agenda and Introductions
 Mike Hurley, Solutions Director, Paragon Solutions
• What is Content Capture and Why is it Important?
• What a Typical Project Looks Like
• Case Studies
• How to Implement a Content Capture Solution
• Benefits
 Bill Galusha, Principal Product Marketing Manager, EMC Captiva
• Overview of Intelligent Enterprise Capture
• Use Case Demonstration
 Q&A

3. Paragon Solutions, Inc. Proprietary and Confidential
- 3 -
Paragon Solutions’ Introduction
Corporate Facts
• National Coverage
• Global Clients
• NJ Headquarters
• Dual-shore Development
• CAGR 20+%
• Privately owned, 29-year history
Paragon is an enterprise information management
solutions company that helps firms leverage information
assets to achieve better business results.

4. Paragon Solutions, Inc. Proprietary and Confidential
- 4 -
A Preferred Partner of EMC
INSURANCE &
HEALTHCARE LIFE SCIENCES FINANCIAL

5. Paragon Solutions, Inc. Proprietary
- 5 -
Mike Hurley
Solutions Director, Paragon Solutions

6. Paragon Solutions, Inc. Proprietary and Confidential
- 6 -
Intelligent Content Capture
 The transforming of paper
documents, faxes and other content
into digital data used by enterprise
applications.
• Classification and extraction using
OCR, ICR, OMR and barcode.
• Semi-automated, templates,
semi-structured.
 The capture market continues to
grow at a rate of about 7% annually
and should exceed $2 billion in 2011.

7. Paragon Solutions, Inc. Proprietary and Confidential
- 7 -
The Rationale for Intelligent Content Capture
• ROI in 12 months
• Low-risk
Investment
• Better
Information
Access
• Compliance
• Green Initiatives
Source: EMC/AIIM Survey
Despite the compelling benefits,
most organizations are only
scanning 50% of all possible
documents.

8. Paragon Solutions, Inc. Proprietary and Confidential
- 8 -
Uses for Intelligent Content Capture
• Policy Claims
• Accounts Payable
• Invoice Automation
• Mortgage Documents
• Human Resources
Insurance Carriers’ adoption of
capture soared last year – up 30% -
- moving closer to the initial point
of capture.

9. Paragon Solutions, Inc. Proprietary and Confidential
- 9 -
Digital Office
Reducing Paper Costs
and Compliance Risks
Capture for Business Processes
Addressing Line of Business
Paper Challenges
Transactional Solutions
Solving Case-based
Applications and Solutions
Digital Mailroom
Leveraging Automation to
Increase Productivity
Degrees of Capture Solutions

10. - 10 -
Incoming
Paper
Approval
Fax
E-mail
Office
Docs
DOC
Today’s Mailroom Process

11. - 11 -
DELIVERPROCESSCAPTURE
Incoming
Paper
Fax
E-mail
Office
Docs
DOC
 10010
 Acme Products
 30 January 2008
 $ 6,014.81
 $ 6,025.88
 Net 30 Days
ACCOUNTS
PAYABLE
CUSTOMER
SERVICE
NEW ACCT
OPENING
CASE
MGMT
Approval
Digital Mailroom Process

12. Paragon Solutions, Inc. Proprietary and Confidential
- 12 -
Case Study #1
Business Overview
• $1 billion in annual revenue
• 1,650 bills/ 35,000 claim docs
• 43 sorts
• 35 Branch Offices
The Solution
• Analysis, Design and
implementation
• 1,400 forms automated
• Automated, rules-based WF
• Single ECM repository
• Consistent RM policies
Business Benefits
• Productivity : 45% increase
• TAT: 2 Days
• Savings: 35%+ reduction in cost/claim, $1.5
million savings/year
• Single Point of the Truth: Claims central ECM
and RM

13. Paragon Solutions, Inc. Proprietary and Confidential
- 13 -
Case Study #2
Business Overview
• Health Insurance Payer
• 550,000 members; 850 FTE
• 9000 paper claims/day
• Complex prep, multi-sort
process pre-data entry
• Manual entry into multiple
systems
The Solution
• Automated capture of all
claims data with IBMLs
• Auto-validation of key fields
• Business rules direct processes
• Auto-generation of letters
• Single repository for all docs
• Enforceable RM policies
Business Benefits
•Productivity: 60% increase
•TAT: 3 days of receipt
•Savings: 30% reduction in cost/claim
•Errors: 75% reduction in rates
•Single Repository: Central access for all docs
(Find documents logically)

14. Paragon Solutions, Inc. Proprietary and Confidential
- 14 -
Best Practices
Implementation
Strategy
Prioritization Business
Case
BlueprintAssessment
How to Implement a Digital Mailroom

15. Paragon Solutions, Inc. Proprietary and Confidential
- 15 -
Efficiency Maturity Model
Maturity Scale
High
Low
OPTIMIZED
MANAGED
DEFINED
REACTIVE
INITIAL
Awareness of risk
issues but no
action is being
taken
OrganizationalEfficiency
Low Efficiency
Moderate Efficiency
High Efficiency
Action occurs in
response to issues.
Actions are either
system or
department
specific
Information
developed is part
of the IT charter
and enterprise
management
processes
Information
managed as
enterprise asset
and well-
developed
engineering
processes and
organization
structure exists
HighLow
Information is
developed is a
strategic initiative,
issues are either
prevented or
corrected at the
source, and best-
in-class solution
architecture
implemented.

16. Paragon Solutions, Inc. Proprietary and Confidential
- 16 -
Assessment and Business Case
• Define cost estimates
for selected initiatives
• Define estimated cost
savings / revenue
growth
• Develop business case
− B/E
− ROI
• Define improvement
opportunities.
• Define prioritization
criteria and weight
appropriately
− Risk
− Client impact
− Unit Cost / cycle time
− Cost
• Develop the Future State
process vision including
process flows and
functional capabilities.
• Identify external systems,
application integration
requirements.
• Interview business and
technical stakeholders.
• Document / validate
existing processes.
• Conduct technical
assessment of existing
technology assets.
• Determine integration
requirements.
• Conduct functional
requirements analysis.
• Summarize key functional
and non-functional
requirements.
Assess Requirements
Define Overall
Future State
Establish
Prioritization
Develop Business
Case
Define Roadmap
STAGE 1 STAGE 2 STAGE 3 STAGE 4
• Define roadmap for key
process / organization /
change management and
technology initiative
• Develop the
implementation strategy
− Milestones /
dependencies
− Identify transition plan
STAGE 5

17. Paragon Solutions, Inc. Proprietary and Confidential
- 17 -
Benefits Estimates
Current State Processing Analysis
Process Title Transaction Volumes
(Yearly)
Current State
Process Time Per
Task
Current State
Process Time
Total
Current State
Process Cost
per Task
Current State
Process Cost
Total
Current
State
Elapsed
Time
Estimate
Email/Mail Intake 37,200
8 4,960 $2.67 $95,200.00 1-2 Days
First Notice 8,649
180 18,362 $175.53 $1,036,245.06 10-15 Days
Payment 31,969
87 28,817 $85.00 $1,537,063.61 5-10 Days
Reserve 53,472
48 40,137 $40.98 $1,973,921.96 10-15 Days
Update 8,500
113 16,008 $143.13 $1,216,633.33 N/A
Close 16,032
22 5,880 $16.17 $259,232.50 N/A
114,163 $6,118,296.47

18. Paragon Solutions, Inc. Proprietary and Confidential
- 18 -
Benefits Estimates
Future State Processing Analysis
Process Title Future State Process
Time Per Task
Future State Process
Time Total
Future State Process
Cost per Task
Future State Process
Cost Total
Future State Elapsed
Time
Email/Mail Intake 3 1,820 $1.10 $40,040.00 .5 Days
First Notice 154 14,904 $166.39 $946,969.77 2 Days
Payment 64 16,126 $66.29 $868,949.01 2-5 Days
Reserve 26 20,397 $26.40 $1,199,075.46 2-5 Days
Update 97 13,742 $122.87 $1,044,366.67 N/A
Close 13 3,474 $10.75 $172,347.80 N/A
70,462 $4,271,748.70
Annual Variance 1,846,548

19. Paragon Solutions, Inc. Proprietary
- 19 -
Bill Galusha
Principal Product Marketing Manager, EMC Captiva

20. 20© Copyright 2011 EMC Corporation. All rights reserved.
THE HIDDEN SECRETS OF
OCR: ART OF SAVING A
MILLION KEYSTROKES
Bill Galusha
Principal Product Marketing Manager

21. 21© Copyright 2011 EMC Corporation. All rights reserved.
TAKING ENTERPRISE
CAPTURE
TO THE NEXT LEVEL
Unlock the Value of Capture and
Achieve a Greater ROI

22. 22© Copyright 2011 EMC Corporation. All rights reserved.
Intelligent Enterprise Capture
EMC Captiva transforms paper from a liability
into immediate business advantage
• Capture Anything, from Anywhere
• Intelligently Connect Document Information to
Business Systems
• Mission-critical Enterprise Scalability & Availability

23. 23© Copyright 2011 EMC Corporation. All rights reserved.
Intelligent Enterprise Capture
Considerations
Capture Anything,
from Anywhere1

24. 24© Copyright 2011 EMC Corporation. All rights reserved.
AD HOC
CAPTURE
• knowledge workers
• desktop scanners
CENTRALIZ
ED
CAPTURE
• mailroom
• dedicated scanning
DISTRIBUTED
CAPTURE
• branch or regional offices
• field offices, customers
• web-based scanning
• scanners and mfp
Capture Anything, from Anywhere

25. 25© Copyright 2011 EMC Corporation. All rights reserved.
centralized batch capture
fax server integration
ad-hoc desktop capture ad-hoc browser-based capture
networked mfp capture
e-mail integration
Capture Anything, from Anywhere

26. 26© Copyright 2011 EMC Corporation. All rights reserved.
Intelligent Enterprise Capture
Considerations
Capture Anything,
from Anywhere
Intelligently Connect Document
Information to Business Systems
1
2

27. 27© Copyright 2011 EMC Corporation. All rights reserved.
Intelligent Document Recognition
Eliminating manual document preparation
AUTOMATE
D SORTING
FULL-PAGE
IMAGE
TEXT-
BASED
ANALYSIS
PRECISION
ANCHORS
HAND-
WRITING
FULL-PAGE
IMAGE
TEXT-
BASED
ANALYSIS
PRECISION
ANCHORS
HAND-
WRITING

28. 28© Copyright 2011 EMC Corporation. All rights reserved.
Doc Set 4Doc Set 1
Claim folder: 0045128
Doc Set 2 Doc Set 3
Claim Folder: 0045670
Addressing Complex Document
Sets
• Automatically organize
documents into multiple
levels
• Single and multi-page
docs plus attachments

29. 29© Copyright 2011 EMC Corporation. All rights reserved.
Intelligent Data Recognition
Dramatically reduces operational costs through automation
• Highly accurate,
automated machine-
printed and hand-
printed recognition
• Automated data
extraction from both
zonal regions and
intelligent freeform
rules

30. 30© Copyright 2011 EMC Corporation. All rights reserved.
Intelligent Data Extraction
SSN
ID #
Date
555-44-3333
369-6123
04/08/08
SSN
ID #
Date
555-44-3333
369-6123
04/08/08
Extracts data from all
document types using zonal
or freeform data extraction
Identifies regular patterns
and data formats to
increase accuracy

31. 31© Copyright 2011 EMC Corporation. All rights reserved.
Intelligent Data Extraction and
Automated Data Validation
SSN
ID #
Date
555-44-3333
369-6123
04/08/10
Compares extracted data
against data sources,
business rules, or inspect
manually

32. 32© Copyright 2011 EMC Corporation. All rights reserved.
Intelligently Connect Information
Intelligent Capture
Other Systems
Electronic Images
Document Metadata
Extracted Data
Trigger Processes
Electronic Images
Document Metadata
Extracted Data
Trigger Processes

33. 33© Copyright 2011 EMC Corporation. All rights reserved.
Configuring Capture Projects
Automated versus manual
Learn documents in production
• Learns based on operator input, data
captured, free-form rules
• In production on day one, rather than
days or weeks later
Manual setup of projects
• Collect documents, set up document
templates, create extraction zones
• Test and retest projects
• Days or weeks before entering
production
Document Capture
Project Administrator
Operators
NE
W

34. 34© Copyright 2011 EMC Corporation. All rights reserved.
Intelligent Enterprise Capture
Considerations
Capture Anything,
from Anywhere
Intelligently Connect Document
Information to Business Systems
Mission-critical Enterprise
Scalability and Availability
1
2
3

35. 35© Copyright 2011 EMC Corporation. All rights reserved.
mailroom
Accounts Payable
Claims
Enterprise Capture Availability
Leverage single platform throughout enterprise
• Very High Document Volumes
• Central and Distributed Capture
• Automatic Document Sorting
• Ad Hoc and Distributed Capture
• Intelligent Data Extraction
• Integration with Business Systems
• Branch Office Distributed Capture
• Automated Forms Processing
• Integration with Business Systems

36. 36© Copyright 2011 EMC Corporation. All rights reserved.
The Value of
EMC Captiva Intelligent Enterprise
Capture
• Reduce operating costs
• Reduce paper costs
• Accelerate business processes
• Improve information quality
• Fast and measurable ROI

37. 37© Copyright 2011 EMC Corporation. All rights reserved.
Demonstration

38. 38© Copyright 2011 EMC Corporation. All rights reserved.
Question and Answers
To type a question via WebEx, click on the Q&A tab

39. 39© Copyright 2011 EMC Corporation. All rights reserved.
Additional Information and Contacts
Paragon Solutions Contact
 Mike Hurley, Solutions Director
Email: mhurley@consultparagon.com
Phone: 773.445.0084
EMC Captiva Contact
 Andy Strandmark, Captiva Sales Specialist
Email: andrew.strandmark@emc.com
Phone: 312.208.2524

40. 40© Copyright 2011 EMC Corporation. All rights reserved.
THANK YOUTHANK YOU