output innovations - compart use cases...database driven output management outsourced/multi channel...
TRANSCRIPT
1 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Output Innovations - Compart Use CasesNordic CCM Group
A brief introduction about Compart
Use Cases
QA checking and ink coverage analysis
Database driven Output Management
Outsourced/Multi channel Hybrid Mail
Instruction driven Output Management
Inbound Email Processing and Case delivery
2 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Agenda
For companies faced with complex communication output challenges, Compart provide innovative document and content processing solutions that help to produce, modify, compare/QA, view, process, archive and distribute documents via any channel, without upstream application changes.
3 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Introduction
4 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Compart MatrixCommon formats in printing and document processing
5 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Compart ArchitectureDocBridge® Products: modular, flexible, field-tested
Stop Press!
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Design: Once Input: Batch and Transactional
Output: Any Channel, Any Time
Preview
Templates
Resources
Business Logic
Language Logic
Describe your DocumentWhat You See is What You Mean
CSV File XML File Database Web Service
DocBridge ImpressDesigner
DocBridge ImpressRuntime Engine
Mobile Web E-Mail New Channels
Archive Print
© Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
ConceptDigital First– Digital Channel and Print
A brief introduction about Compart
Use Cases
QA checking and ink coverage analysis
Database driven Output Management
Water company Customer Services – Outsourced/Multi channel Hybrid Mail
Instruction driven Output Management
Inbound Email Processing and Case delivery
7 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Agenda
Manual checking is time consuming, error prone and costly
DocBridge® Delta Finding the error is not easy
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How many can you spot?
© Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge Delta
Reference Document Digital Light Table Candidate Document
Allows Users To Compare The Original Document To The Converted Easily and Accurately Identifies Any Document Inaccuracies
How do you verify regression tests, iterative changes and address overall quality assurance of documents?
9 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge AnalysisColour threshold
10 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge AnalysisThreshold reports
11 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Thin Client ArchitectureDocBridge® Delta
Submission
DocBridge DeltaWeb Application
Server
Results
PDF Structural Compare Doc
Text Based Comparison
Results Report
Test & Setup:Browser Interface
Configuration/ User Interface
Automation:Command Line
© Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/12
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What do customers say?Why Use DocBridge Delta
Roger Fuchs, Director of Operational IT at Arvato:
“The software reveals even the smallest differences, even in complex documents of several hundred thousand pages.”
“Today, document checking is not only more reliable, but more efficient. In the final analysis, automation allows the employees to better concentrate on the core business.”
Risk Mitigation, Time saving
© Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
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What do customers say?
Rodger Smith – IWCO Direct Enterprise Architect.
“With good composition software, designers can easily modify documents as needed. What is difficult is knowing how differences across versions will affect the quality of the printed pages. Small changes in formatting can throw off the layout of an entire letter. Differences in old and new versions of composition software can puzzle production professionals for days as they try to figure out why the seemingly same application isn’t. Small differences drag down productivity in a big way.”
Why Use DocBridge Delta
Problem resolution, rapid response © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
A brief introduction about Compart
Use Cases
QA checking and ink coverage analysis
Database driven Output Management
Water company Customer Services – Outsourced/Multi channel Hybrid Mail
Instruction driven Output Management
Inbound Email Processing and Case delivery
15 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Agenda
© Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/16
17 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Disparate jobs processed
Jobs are categorised and amalgamated for processing using
rules –Database driven
Production time Mailsortto optimise postage costs
Output delivered to printer of choice as specified in processing rules. Can be changed at runtime.
E-Manifest Upload
Reconciliation reports
A brief introduction about Compart
Use Cases
QA checking and Ink coverage analysis
Database driven Output Management
Outsourced/Multi channel Hybrid Mail
Instruction driven Output Management
Inbound Email Processing and Case delivery
18 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Agenda
19 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
How does it work?
Validation
Meta-Data
Extraction
Print Jobs
MetaData
Document
Classes Profiles
Spool Files
Login
LDAP/AD/SS
Office PCFileCab Pilot
Collector
DocumentOutput
Processing
Office Users
FileCab Client
20 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge FileCab ClientWhen all is OK
21 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge FileCab ClientShowing the errors
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DocBridge FileCabCustomer – Dynamic build
© Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
23 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge FileCabWeb Based Document Tracking
24 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge FileCabWeb Based Quality Control
25 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge FileCabFeature Overview
Fire and Forget
Multi Formats available from a single request
Mail Merge
User Validation
Approvals and notifications
Extensive Rule checking
Automatic Document Detection and class changes
Offline mode available
Local and central Insert Management ( for insert/onsert usage)
Multi-channel output
Optimal output and lean processing (end to end)
Powerful DocBridge Pilot processing (mailsort, splitting , merge, etc)
HTTP (restful) communications for the client workstation
FTP communication for document transport
LDAP communication for identity management
Web Service Integration for core business systems
26 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge FileCabSwiss Post Solution
A brief introduction about Compart
Use Cases
QA checking and Ink coverage analysis
Database driven Output Management
Outsourced/Multi channel Hybrid Mail
Instruction driven Output Management
Inbound Email Processing and Case delivery
27 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Agenda
Application Mill Plus Output
28 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
DocBridge Mill Plus – UK Use Case The missing piece
18643733_S_© Stefan Rajewski_Fotolia
A business of scale
A unique combination of world-class expertise
480,000 Employees
Unique strengths• Global fulfillment and
logistics capability• Supply chain and cross
border transformation
Global leader in Marketing Execution
2,000 Employees
Unique strengths• Global strategic
sourcing expertise• Process re-engineering
and transformation
Global leader in Marketing BPO
8,000 Employees
Unique strengths• Corporate information
solutions and expertise• Significant on-site and off-site
service capability
€788m Revenue €55.1bnRevenue€637m Revenue
Global leader inLogistics
Client Drivers
Improve customer experience Adopt Digital Consistency & Quality
Reduce costRetain or generate more business
Speed to market
Batch Composition Engines x 3
Post Composition Engines x 2
Workflow
ETL
Digital Archive
E-mail & SMS
Interactive & On Demand Composition
Some of Williams Lea Capabilities
• Volume –approx 1.5 Billion
• Large DocBridge Pilot user
• Wanted to replace another old Output Mgt
Client Configuration data existed but was not linked to documents
Client Process workflow and database also existed
Wanted flexible whole central workflow under their control for all document processing
They needed to link this central workflow to an Output Process
Key requirements
Quick to on-board new clients.
Virtual “black box” driven by external configuration instructions
Like “database driven” output management, but this is “system and configuration data” driven Output Management System
32 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Instruction data driven output management system
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DocBridge® Mill Plus IntroductionConversion and Re-engineering of print data streams and
documents
© Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
• DocBridge Inspector – Analyse Print Data
• Easy to use Workbench – self documenting
• Templates –Quick to set up, reduced skill set, no need to script, example workflows
• Scalable, • Webservices API, SOA, Cloud
Example Process
Extract meta data step e.g. Address
Address goes to central system
Central System looks up additional information from own mailing database/customer service/CRM System
This then provides relevant data
Result of the lookup could alter a variety of Document Process factors e.g. output content, format and destination
34 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Instruction data driven output management system
35 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Williams Lea
Productisation Workflow
Process Automation
Compart
DB Mill Plus
Master Process 1
Print file + instructions
Return Code + Job Id + Metadata
DB Mill Plus
Master Process 2
Trigger + Job Id
Metadata + Return code
Trigger + Job Id + Metadata
MailSort x
SortedMetadata + return code
DB Mill Plus
Master Process 3
Trigger + Job Id + Sorted Metadata
Return Code
Print & Archive
Generic Project
Instruction driven output processing. Instructions passed in XML webservice tell Mill Plus what to extract, to add and how to process documents from an existing workflow platform
A brief introduction about Compart
Use Cases
QA checking and ink coverage analysis
Database driven Output Management
Water company Customer Services – Outsourced/Multi channel Hybrid Mail
Instruction driven Output Management
Inbound Email Processing and Case delivery
36 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Agenda
© 2015 Allianz Managed Operations & Services SE / Ulrich Schäck Comparting 2015 / October 15 2015 37
FileNet
End customers Outside sales Inside sales …
Centralscan processes
TIF / JPG
Fax
TIF
PDF/A
Conversion
Metadata
Text recognition (ICR/OCR)
Input generation – greatly simplified
© 2015 Allianz Managed Operations & Services SE / Ulrich Schäck Comparting 2015 / October 15 2015 38
Input process for e-mails:
Converting e-mail body to PDF/A
Individual conversion of any potential attachments(Office formats, JPG, TIF, etc.) to PDF/A
Concatenating all individual files to create a single PDF/A
E-mails that cannot be processed are set aside for manual post-processing
Load: up to 80,000 e-mails a day
1. Input management and document workflow
Six month free trial of universal DocBridge viewer
Comparting – 9th – 10th November 2017
39 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Next steps?
40 © Compart, 2017 | Introduction and Case Scenarios | Gary Grajcarek uk.linkedin.com/in/garygrajcarek/
Thank You. Any Questions?Please contact us
Gary Grajcarek
Compart Deutschland GmbHOtto-Lilienthal-Str. 3871034 Böblingen
Tel.: +49 7031 6205-0
Mobile +44 782 433 7887E-Mail: [email protected]
uk.linkedin.com/in/garygrajcarek/