February 9, 2017, Optiform hosted our first webinar of the year. We joined forces with ABBYY and Kodak Alaris to talk about how to improve the efficiency of your AP department and the tools that you can use to do so. For the audio, go here: http://bit.ly/2kjmWgB

6. GOAL

8. Joseph Ogborn
Account Executive, Mid-Atlantic
joseph.ogborn@kodakalaris.com
215-292-6292

9. © Kodak Alaris 2015
A company born
from one of the world’s
most iconic brands

10. © Kodak Alaris 2015
1_Statement Divider Light Grey
3,500 employees
Operating in 27 countries
$1.2B revenue
Passionate about using technology
to improve people’s lives across the planet

11. © Kodak Alaris 2015
1_Statement Divider Light Grey
HEALTHCARE | GOVERNMENT | FINANCE | INSURANCE | EDUCATION | RETAIL | MANUFACTURING

12. © Kodak Alaris 2015
Distributed Scanner Portfolio
i2900 i3200/i3400/3500 i3250/i3450
ScanMate i940 ScanMate i1150
ScanMate i1150WN
i2420 i2620 / i2820
Scan Station
710/730EX
i1190/i1190E
i1190WN

13. © Kodak Alaris 2015
Production Scanner Portfolio
i4250 / i4650 / i4850 i5250 / i5650
i5250V / i5650V
i5850 i5850S
New

14. © Kodak Alaris 2015
Information Management Portfolio
Scanners
Serving a wide range of
needs from the demanding
production environments
most to the desktop
– Production
– Distributed and networked
– Picture scanning systems
Software
Improving efficiency
and engaging customers
– Document capture software
– Web-based capture
Services
Preventive & corrective maintenance
– Onsite service
– Advanced unit replacement
– Remote support
Professional services
– Installation, configuration & training
– Workflow and system optimization
– Project management
Managed Content Services
Multi-Vendor Services

15. © Kodak Alaris 2015
Scanning Volume
Documents not pristine or straight
forward
Customer looking to do more than scan
to email, folder etc. Streamlined work
flow.

16. © 2014 Kodak Alaris Inc. The Kodak trademark and trade
dress are used under license from Eastman Kodak.
Kodak Alaris Confidential Information
Overview
• KA owns product
• KA will send product to end customers so they can try it in their own environment
Process
• Account Manager / ISR submits Eval Request Form
• KA will confirm request and ship-to address
• Scanner ships within 48 hours of customer confirmation (if scanner is available)
• Evaluation period is 2 weeks
• Kodak Alaris pays all shipping charges
Evaluation Program

17. THANK YOU

19. Todd Pratt
ABBYY FlexiCapture for Invoices
Product Overview
Sr. Sales Engineer

20. ABBYY FlexiCapture for Invoices
● Eliminates paper exchanging hands and costly manual data
entry and brings in efficient automated invoice processing
● Early capture of invoices
● Centralized extraction and validation of data
● Straight-through processing for PO-based invoices and automated
identification of invoices requiring approval
● Works with your existing AP and ERP systems
Based on the powerful ABBYY FlexiCapture platform

21. Benefits for the AP Department
Better Visibility into Outstanding Payments
AP department is made aware of invoices as
soon as they arrive
Lower Cost per Invoice
Replace manual keying paper exchange with
automated electronic processing
Capture at the Point of Entry
Capture in the mailroom, finance
department, or in the branch office
One Solution for Paper and Digital
Paper, faxed and PDF invoices are processed
in the same workflow
Improve Quality of Data
Automated capture and validation of data
provides better quality than manual keying
Empowers Approval Workflow
Define the workflow based on automatically
extracted data

22. Invoice Capture with
ABBYY FlexiCapture for Invoices

23. Key Functionality
● Multi-channel capture from scanners,
fax, email and mobile devices
● Extracts header, footer and line items
and validates the data
● Offers PO matching and
straight-through processing
● On-the-fly training to improve
data quality in production
● Supports US and European invoices
in many languages
● Extendable to new fields
and document types

24. Automatic Supplier And Buyer
Identification
● Supplier and buying BU
information is checked against
your master data in the ERP
● Suppliers and buying BUs may
be identified by name,
address, phone number,
website
● Multiple addresses and/or
name spelling variations
for the same supplier/buyer
are allowed
Database Lookup

25. Pre-configured Extraction of Data
 Invoice number and date
 Name and address of the
buyer BU
 Name and address of the
supplier
 Delivery date
 Purchase order data
 Line items: description of
goods, quantity, unit and total
price
 Currency and total

26. Purchase Order Matching And Line Item
Extraction
● PO matching is done on a header and/or line item level
● Multi-level comparison is done with the master database (by
number, total amount, vendor name, etc.)
● Invoice line items can also be visually compared to the purchase
order details
● Line items can be extracted from non-PO invoices too

27. 27
Touchless Processing
● Invoices that have passed all validations and matched a PO can
be posted in the ERP system, skipping any manual review
Input
Recognition
& Validation
Data review
Approval
and Posting
Touchless processing

28. ● Training by the administrator during setup
● For a proof of concept
● For the initial configuration
of the system
● Training by the operator during production
● For improving data capture
from new supplier invoices
or invoices with changed design
● Can be controlled by the administrator
or prohibited altogether
Training (1 of 2)

29. Learning (2 of 2)
● On-the-fly learning allows the operator to refine data detection
and teach the program to work with new suppliers
2. Click “Train” button
1. Select the correct
area on the image

30. Delivery of Invoice Data and Images
● Transaction-ready data and images are delivered to your
● BPM, ECM and approval workflow
systems
● ERP systems
● Electronic archives
● Databases

31. Multi-Country System
● Predefined extraction from:
● United States
● Germany, Austria, Switzerland
● UK
● France
● Spain
● Benelux
● Over 180 other countries or
languages can be added!!

32. Dreaded question #1:
“What is the OCR accuracy?”
What kind of accuracy can I expect from this system? More
times than I can count I’ve encountered companies that base
their ROI on the percentage of “no touch” documents they
expect to achieve. Here are some of the factors that go into that
equation:
1) Image quality
2) Paper quality
3) Type of print
4) Digital Image Cleanup
5) Capture resolution
6) Extraction method
7) Business Rules
8) OCR engine

33. What is the REAL goal of AP capture?
Most customers think of OCR accuracy as the main goal of a
capture system. Well, it’s not. Efficiency is the main goal. OCR
is simply one of the tools used to implement an efficient process.
Equally important considerations are:
● Streamlined ingestion
● eMail Monitoring
● Mailroom process
● Distributed environments
● Dealing with outliers
● What happens when there is an exception?
● Moving processes up front
● The later an issue is found, the more expensive.
● ERP Data
● How clean is the Vendor Master file?
● How good is my PO Process to predict invoice data?

34. Dreaded question #2:
“Can the software separate invoices
automatically?”
● Short answer, Yes.
ABBYY can be configured to extract key
values that uniquely identify an invoice
(Inv#, Inv Date, Total, Etc.); examine all of
the images in the batch and determine
between which pages those values
change, then separate the pages into
documents according to the changes.

35. Dreaded question #2:
“Can the software separate invoices
automatically?”
● Long answer, it’s not generally the
most efficient approach.
● Why? Because it requires a second
touch-point to ensure separation
happened properly.
● When is it appropriate?
● High quality, or digital images
● Predictable formats

36. Dreaded question #3:
“Can I capture line items from NPO invoices?”
We can perhaps capture line data from
those NPO invoices that have a defined
table structure, but capturing that data
does not necessarily lead to efficiency
gain.

37.  Invoice Number
 Vendor Name
 Purchase Date
 Subtotal
 Grand Total
 Payment Terms
• 10010
• ABC, Inc.
• 30 January 2008
• $ 6,014.81
• $ 6,025.88
• Net 30 Days
Capture Classify Extract Validate DeliverCapture Classify Extract Validate Deliver
Capture documents
from central and
distributed
locations
Automatically
identify, organize,
and route different
document types
Index or extract
business-critical
data based on the
document type
Ensure data accuracy
using business rules,
database lookups, and
manual correction
Deliver images and
data to Workflow,
ERP, ECM, BPM, or
other systems
E-mail
Faxes
Scanners
eForms
Network
Directories
MFPs
Demonstration

38. Now let’s address your questions!