zia ephesoft records management webinar
TRANSCRIPT
From Paper to Electronic Records: Using Alfresco and Ephesoft to easily file Records
Mike Mahon, President, [email protected]
Office: 303.443.4004 x203
Cell: 720.289.7424
Agenda
• Introductions
• Zia Consulting Overview
• Ephesoft Overview & Positioning
• Inbound Rules Route Docs in Alfresco
• Filing Electronic Docs as Records
• Q & A
Who is Zia?A firm with deep technical expertise & strategic insight, coupled with our Agile software methodology, provides numerous benefits to our customers:
Benefits• Achieve ROI by delivering improved operational efficiencies
• Boost productivity by creating collaborative work environments
• Maintain access and control of information through the enterprise
• Allow employees to find the information they need, when they need it
• Increase end-user adoption
• Agile training by using Zia methodology and Rally tools
• Raving fan customers
Professional Qualifications• Highly-experienced senior staff consisting of Business Analysts, Enterprise
Architects, Software Engineers and Data Architects
• Alfresco Professional Services & OEM Partner
• Ephesoft Partner
• IBM Partner
Our Partners
Enterprise Content Management (ECM)
Enterprise 2.0 Solutions
Enterprise Mobile Applications
At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value, even if those features were unknown at the launch of the project.
Zia’s Agile Solution Methodology
Mobile workforce enablement is an increasing trend for Zia’s enterprise customers. Zia’s Fresh Docs ECM application is available for iPhone, iPad and Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com.
The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions. Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team.
An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes, streamlining the review, approval and distribution of content across an organization. Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs.
Service Offerings
Value Prop over Trad Scan Solutions
Demonstrate Routing Docs & Filing Records Show Workflow in Share
Ephesoft Overview
Easy to Use Route and file documents by type Simple, easy to understand, painless
Leverage power of datalists and workflow Simple, usable collaborative interface Easily definable workflow in Share
Direct Cost Savings No Per Use Fees CPU-based pricing
Indirect Cost Savings Productivity – more with less Simplicity – no sorting required
Admin Overview Create Doc Types and Field Extraction Configure Email and CMIS Integration Provide Scan Operator Overview Show Ephesoft scan results
Presentation Goals
6
Intelligent Document Capture
• Content Classification and Separation•No Separator Sheets, no Barcode
•Classify correspondence or letters
• Advanced Extraction
•Fixed Form or Free Form extraction•Fuzzy Database-document matching
• Runs on Cloud and Data Centers:
•Web-based user interface
•Supports Cloud infrastructure
7
Intelligent Document Capture 2011
Old Way Ephesoft Way
License could cost $100K+ Zero Cost, No License Fees
Priced by images & users No limits on images and users
Proprietary Software(Vendor Lock-in)
Open Source(No Risks)
Fortune 1000 Fortune 50,000
99% Thick Client1% Thin Client
100% Thin Client100% Web Based
Runs only on Windows Runs on Windows, Linux, Oracle, IBM
Commercial OCR Commercial & Free OCR
8
Ephesoft in action
Loan Application
Tax Returns Claims Credit Card Application
Letters or Corresponden
ce
Step 3. Classify incoming documentsStep 2. The system learns the
categories
Step 1. Identify and collect samples
SSN
FEIN
SSN
DATE
Policy #
Claim ID
SSN
Date of Birth
Date
Account #
FaxPaper E-mail
Step 4. Extract required metadata
Administrator Overview
Administration:Ephesoft Batch Class Management
Administration:Adding a new document type
Add Name of Doc Type
Administration:Adding a new field type
Add Type information
Administration:Specify the location and pattern of the new field
Value locate via search Regular Expression
Administration:Adding sample images for new document types
Copy Sample Docs Into These Folders
Administration:Click ‘Learn Files’ button to train Ephesoft
Learn Files Creates Search Index
Administration:CMIS configuration
Scanning Operator Overview
Operator View:Browser-based Scanning
Operator View:Scanning complete
Operator View:Review classification & validation batches
9 Classification Results10 Validation Results
Operator View:Review accuracy of classification
2 Known and 3 Unknown Doc Types
Operator View:Document review is complete
Review is CompleteValidation is Next
Operator View: The Validation step is next
Operator View:Inspect validated fields
Date is Missing
Operator View:Validation is complete
Upload to Alfresco is next
Scan Artifact Result Overview
Explanation:For each document, a TIF, PDF, & XML file are created
Explanation:A PDF with a searchable text layer is uploaded to Alfresco with the custom document type applied
Alfresco Import Overview
Alfresco User View:Custom Inbound Rules Route Documents to the Alfresco Records Management Share Site
Alfresco User View:Custom Inbound Rules Complete RM metadata and declare the record.
Alfresco User View:Record Management System – Auto Declared Docs
Alfresco User View:Metadata from Ephesoft stored in RM System
Summary
Common Sense Decisions
Solutions that Work Zia brings expertise
Platinum Alfresco & Ephesoft partner Alfresco brings cost-effective ECM/RM platform Ephesoft revolutionizes scanning
Open Source allows you to grow your business with predictable costs
Filing Records should be as easy as possible Zia is PARTNERing with Alfresco & Ephesoft Companies/Orgs need to do more with less
Image take from
Camandago.com
