Ephesoft

The future of Intelligent Document Capture

available today !

Scanning and OCR the Open Source WayIan Pope - Ephesoft

Ephesoft

ourgoal

“Our goal is to allow everyone to enjoy a fully featured document and data capture system that rivals the current industry leaders at a fraction of

the cost”

By 2016, Open Source Software (OSS) will be included in mission-critical software portfolios

within 99% of Global 2000 enterprises.*

*Source: Gartner Predicts 2011: Open Source Software, the Power Behind the Throne, 23rd Nov, 2010

Ephesoft

paper

documents

emaildocuments

faxdocuments

Ephesoft

Cloudready

Ephesoft is the industry’s only Java and 100% browser-based Advanced Capture Solution that is Cloud ready out of the box.

...no need to install software on every workstation. Ephesoft supports Firefox, Chrome, Safari and Explorer.

Ephesoft is based on open standards and is the first Advanced Capture Solution that can run on Linux.

Ephesoft

Scan or import documents from virtually any source such as fax and e-mail with one application

Process your documents that are currently stored in other repositories

Utilize any existing hardware whether it is a departmental document scanner, high-speed production scanner or MFP

Ephesoft

Invoices medical mortgage insurance government energy telecommunication HR ...

EphesoftExport

Validate Document

Automated Validation

Extraction

Review Document

Document Assembly

Page Process

Capture workflow

Ephesoft

Learns hundreds of documents within minutes and sorts the documents more efficiently

Separates documents by identifying where a document starts and ends

Allows operators to focus on only the exceptions

Advanced

classification

and

separation

technologies

included

Ephesoft

invoice date 6/17/2008

account number 2-1006-475-1

reference code 22177991

service code 954381

amount 29.34

due date 7/7/2008

Bar Code ReadingFixed Forms Extraction

Mark Sense and Handprint RecognitionPDF + text output

Free Form “unstructured” extractionFuzzy Database document matching

Cursive Handwriting Recognition

advancedextraction

Ephesoft

European Customer - The Challenges

• Due to moving to another office building, the paper archive was reconsidered

• Digital archive should replace paper archive:– Reduce space (costs)– Documents are instantly accessible

• Solution should be embedded within current organization and current staff

• Solution should be scalable without any extra costs• 50 documents (200 pages) per day, about 40 different

document types – invoices (90%), contracts, application forms (request forms for ordering fuel cards), bank statements and a couple of standard forms including a form to authorize payments.

Ephesoft

The Solution

• Incoming documents are scanned with a multi-function device and picked up by Ephesoft

• Ephesoft classifies the documents and extracts metadata

• Output from Ephesoft (pdf and metadata file) is used to save document to ECM

• Saved documents go into workflow based on their document classification

Ephesoft

The Benefits

• Over 70% of documents are handled automatically• Remaining 30% (mostly variants) are handled by

employees after only a few hours of training• No additional investment in employees or

peripherals• All documents are digital enabling:– Quick and easy access– Searching documents by metadata– Workflows (without documents getting lost)

Ephesoft

invoice date 6/17/2008

account number 2-1006-475-1

reference code 22177991

service code 954381

amount 29.34

due date 7/7/2008

Multipage PDF/TIFF

XML

CMIS

Flexible output

Ephesoft

Alfresco integration

Ephesoft

The Challenges

• Australia’s biggest satellite company, also providing technical services to the telecoms industry.

• 1,000 staff and 1,400 contractors – 8 branches.• Multiple document-driven business processes.• Looking for an ECM solution – for now and the future

– as well as a company intranet and specifically an accounts payable invoice approval solution.

• Had already evaluated Microsoft SharePoint and other proprietary products.

Ephesoft

The Solution

• Partner was selected to provide an Ephesoft & Alfresco solution for Accounts Payable.

• Ephesoft does invoice capture, creating PDF’s and metadata tags – scanning & OCR.

• Using the CMIS standard, the data and all metadata tags are exported to an Alfresco repository.

• Once in the Alfresco system, a workflow begins by triggering an email in Outlook with the document URL to the AP Dept. The invoice is then reviewed and commented upon before final approval.

Ephesoft

The Results

•Automated the accounts payable invoice approval process

•Developed flexible workflows•Integrated Alfresco, Ephesoft, Pronto ERP•Incorporated OCR extraction of invoice data•Reduced invoice processing time•Improved employee productivity

Ephesoft

Ephesoft includes:• feature rich, complete Advanced Capture Solution• easy to use and implement• browser based and cloud ready• one application for paper, email, fax documents• Web-based scanning application• document separation and classification• data extraction – fixed and unstructured• document and data release via XML, CMIS, and more• no volume counts on users or images

Ephesoft

What is the cost?

• Zero License Cost• All features are included• Only cost is an Annual Support/Maintenance Subscription

Ephesoft

opensource

Ephesoft follows the trend started by Redhat, Apache, Android, MySQL, Alfresco, ...

Ephesoft is the only open source Advanced Document Capture solution available.

It is a true Enterprise Solution with full 24/7 enterprise support.

Ephesoft

Questions?

Thank you

Ian Popeian.pope@ephesoft.comSkype: ianpopeportishead+44 7411 461804