Alfresco New Accounts Presentation November 8, 2011

2

Agenda

•  Solution Overview •  Solution Drilldown •  Demonstration •  Solution Components •  Solution Infrastructure •  Next Steps

Solution Overview

•  What is being managed •  Document Capture

–  Scanning –  E-Mail –  Faxing

•  Document Routing (queues) •  Dashboards •  Searching •  Other Features

What is being managed?

•  Clients (Top level) –  Clients have metadata –  Client have one or more accounts

•  Accounts (Where the documents live) –  Accounts have metadata –  Each account will have documents

•  Documents –  Documents have metadata –  Documents are reviewed and approved –  Documents are annotated

Document Capture

•  Scanning –  Document Preparation (Staples, Binder Clips, etc.) –  Batching (Like Documents)

•  New Account Packets •  Change of Address Forms •  etc.

–  Forms Recognition (What type of form is it) –  Batch Classes (Identifying 1st queue)

•  E-mail –  Import into Alfresco –  Parse out attachments for processing –  Route to specific queues based on e-mail inbox

•  Faxing –  Import into Alfresco –  Convert to Full Text PDF –  Route to specific queues based on fax number

6

Document Processing

7

Profiler Panels

8

Document Processing

•  Client Information (External System Lookup) •  Account Information (External System Lookup) •  Document Properties •  Comments •  Routing •  Other Features:

–  Notifications –  E-Mail documents out –  Upload new document –  Link Documents –  Bursting (splitting larger document into smaller documents)

Document Routing

•  User Selectable Queues •  Queues based on Groups •  Security is changed based on the document Queue Assignment

–  Rules (Metadata Based) •  Sequential Workflow •  Document can be seen from different queues

10

Dashboards

•  Review where documents are –  Queue location –  Age

•  View accounts and their documents in process •  View documents •  Process documents

11

Dashboard

12

Document Processing

13

Document Searching

•  Search Criteria –  Document properties or metadata –  Full text searching

•  Result Set –  Select columns to display –  Download or view file –  Export result set to Excel –  Export result set to consolidated PDF document

14

Solution Components

•  Alfresco 3.4 •  Kofax 8.5 •  Right Fax •  MSI Profiler (Micro Strategies) •  MSI Dashboard (Micro Strategies)

15

Solution Infrastructure

•  Alfresco Servers: –  Windows –  Linux

•  Browsers –  FireFox –  IE –  Safari –  Chrome

•  Scan & Fax Servers –  Windows

•  Database –  My Sql –  Postgress –  MS-SQL

Thank you for your time!!

Adam J Storch, VP Business Solutions (973-625-7721, astorch@microstrat.com)

17

Export to Excel (Enter Criteria)

18

Export to Excel (Select Docs & Export)

1)  Select documents, checkbox to the right of the document

2)  Click Export to Excel 3)  Click open in popup window

19

Export to Excel (Open Excel File)