1. <Insert Picture Here>
Paper Process Automation for Oracle Applications
Paul Ricketts
Oracle Content and Portals

2. Agenda
• Imaging Business Challenges
• Introducing Oracle WebCenter Imaging
• Customer Examples
• Summary

3. Paper Process Automation
BUSINESS CHALLENGES

4. Business Challenges
1. Cost of Managing Physical Information (Paper)
2. Time Taken to Process Physical Information
3. Visibility of the ‘Business’, Information Managed
Outside of the Application
4. Risk to the Organisation by Managing Physical
Information
Let’s take a look at what the organisation is after from an
automation solution…

5. LOB Manager (Finance, HR etc.)
Applications Imaging Decision-Maker
• What do I care about?
• Decreasing key metrics such as receipt-to-payment cycle
times, cost per new hire and processing cost-per-invoice
• Increasing departmental productivity (keeping labour
costs in check)
• Gaining insight into processes to help achieve the above
• What am I looking for?
• Imaging that is tightly integrated with the ERP system
(invisible content management)
• Imaging that allows for workflow control at the
departmental level
• Imaging that offers custom dashboard view of key metrics
• What don’t I care about?
• Technology; just make it easy and make it work
• Cost of imaging system

6. LOB End-User (Finance, HR etc.)
Applications Imaging End-User
• What do I care about?
• Working through my task queue as quickly as possible
so I can do more stimulating & rewarding work
• Keeping errors (i.e. data mis-entry) to a minimum
• What am I looking for?
• Imaging that is tightly integrated with the ERP system
(invisible content management)
• Imaging that offers fast and easy exception handling
capabilities
• What don’t I care about?
• Technology; just make it easy and make it work

7. IT Infrastructure/Applications Manager
Applications Imaging Buyer
• What do I care about?
• Controlling costs: SW, HW, M&S, administration
• Building a sustainable, re-usable IT infrastructure
• Keeping LOB managers and end-users happy J
• What am I looking for?
• Imaging that is quick to deploy
• Imaging that is fairly easy to maintain
• Imaging that can be extended to multiple applications
• Imaging that is in line with IT direction
• What don’t I care about?
• Silly question: there’s nothing an IT manager doesn’t
care about when it comes to buying software

8. Paper Process Automation
INTRODUCING WEBCENTER
IMAGING (IPM)

9. Oracle Fusion Middleware
Integral Components of the Oracle Technology Stack
Oracle Applications
Oracle Database
Oracle Systems

10. Oracle WebCenter Suite
The User Engagement Platform for Social Business
• One Integrated Product
Suite - Sites, Portal, Connect,
Content
• Transforming Organizations
to Social Business - Improve
Business Agility, Increase
Customer Loyalty, Enhance
User Productivity, Seamless
Access to the Right
Information
• Architected together to
Connect People and
Information - Desktop/
Mobile/Tablet, Search,
Gadgets, Application
Integration, SaaS/Cloud

11. Oracle WebCenter Content
• Document Management (DM)
• Records Management (RM)
• Web Content Management (WCM)
• Digital Asset Management (DAM)
• Image and Process Management (IPM)
• Document Capture
• Distributed Document Capture
• Forms Recognition
• Workflow and Exception Handling
• Pre-Built Applications Adaptors

12. The IPM Solution
• Eliminates paper and content-enables processes to lower costs and
increase efficiency/productivity:
• Capture digitizes documents & extracts data:
• Paper, eMails, Faxes, Print Streams etc.
• Pulls key data from documents to decrease manual entry
• Integrates with Applications to validate data
• Imaging stores, retrieves & manages documents:
• Provides a centralized repository with lifecycle management
• Enables seamless search and access from within application
UIs
• BPM capabilities accelerate document-driven processes:
• Workflow enables faster and complex routing of documents
• Monitoring provides insight into key performance metrics

13. IPM Customers

14. <Insert Picture Here>
Capture & Image Management Software
Market Forecast, 2008-12
IDC
• “Enterprises are recognizing the value of deploying a
consistent set of technologies across all of the LOBs that
require capture and imaging, and they will look to standardize
on a limited list of suppliers providing seamlessly integrated
solutions.”
• “Capture and image management vendors need to provide a
service-oriented architecture and support Web services.
Strong business process management (BPM) facilities or
integration with platform BPM offerings are also key.”
• “Records management needs to be integrated with capture
and image management solutions for large organizations.”

15. Oracle IPM
Complimentary solutions for active & transactional content
• Attachments:
• Replace native application attachment document stores
• View and attach documents associated with application entities
• Provide enterprise class scalability and functionality
• Leverage application content throughout the enterprise
• Examples: call centers, marketing campaigns
• Imaging:
• Automate paper-based processes
• Provide imaging, capture, workflow and document task processing
• High document routing and mark-up requirements
• Examples: Accounts payable, time & expense management, order
management, employee onboarding, etc...
15

16. IPM Solution Areas
Compared to Traditional Content Management
LARGE VOLUME OF
CONTENT
Claims Processing
Expense Processing
Report Output Mgmt Traditional
Knowledge Mgmt
LOW NUMBERS OF Content
USERS AND
CONSUMERS Accounts Payable General Intranet
Accounts Receivable Traditional DocMan
Dealer Extranet
Compliance/Governance Brand mgmt
E-Gov
HR application processing Policies & Procedures HIGH NUMBERS OF
USERS AND
Call Center
CONSUMERS
Transactional Public Web Sites
Content
SMALL VOLUME OF
CONTENT

17. Paper Process Automation
INVOICE PROCESSING

18. Typical A/P Department
Invoice processing without capture & imaging
!
!
Invoices Received: Final Review &
Opened, Prepped, Manual Invoice Validation Manually Route for Invoices Return to Release for
Sorted Entry into ERP Against P.O. Approvals A/P Desk Payment
DAY 10 DAY 20 DAY 30+

19. Oracle’s Integrated Invoice Processing Solution
End-to-end invoice process optimization and automation
INVOICE VOLUME
ORACLE’S IMAGING
SOLUTION FOR Oracle iSupplier Portal
FINANCIALS PeopleSoft eSettlements
Paper invoices EDI/XML from
large suppliers
Oracle E-Business Suite Self-service
PeopleSoft Enterprise
invoicing
LOW INVOICE PROCESS AUTOMATION HIGH

20. Oracle’s Imaging Solution
Key differentiators
• Complete solution from invoice receipt
to payment
Complete • Supports varying automation levels
• Developed as product and supported
by Oracle
• Maintains ERP user experience
• Solutions based on Oracle’s best
Integrated practices
• No duplication – leverages native ERP
functionality where available
• Component of Fusion Middleware
Strategic • Provides imaging infrastructure for
other enterprise imaging needs

21. Payables with Oracle’s Imaging Solution
One integrated system for end-to-end invoice processing
Capture Extract & Index Store Access Workflow & Monitor Approve
Invoices Scanned Data extracted & Invoices Stored in Invoice Images & Exception Handling
Centrally or Remotely Sent to E-Business Central Repository Data Accessed via Workflows & Real- Automated
Suite / PeopleSoft EBS / PSFT time Monitoring Approvals
DAY 1 DAY 2-5 DAY 5-7
• Decrease storage, transportation and labor costs
• Streamline procure-to-pay operations
• Improve process visibility
• Strengthen financial controls
• Maximize your E-Business Suite / PeopleSoft investment

22. A/P Automation Spectrum
Which level is right for you?
Processing Volume
HIGH: Front-end intelligent capture & workflow
• Invoices scanned upon receipt, indexed with IDR 5,000 invoices / mth +
• P.O. matching, vendor maintenance automated
• Human intervention only required for exceptions
3,000 invoices / mth
MID: Front-end capture & data entry
• Invoices scanned centrally or remotely upon receipt
• Routed to ERP for data entry (key from image)
1,000 invoices / mth -
LOW: Back-end capture & archive
• Batch scan and index invoices at process completion
• Accessed via searches on image indexes

23. Oracle’s End-to-End Invoice Processing Solution
Components
Oracle Document Capture
Oracle Forms Recognition
Oracle Financials
Scan Search | Access | Approve
Extract
Index
Commit
Route | Delegate | Monitor
Oracle Business Process Management Suite
Store | Retrieve | Manage Ready for
Oracle Imaging & Process Management Payment

24. Payables with Oracle’s Imaging Solution
One integrated system for end-to-end invoice processing
Capture Extract & Index Store Access Workflow & Approve
Monitor
Invoices scanned Data extracted & Invoices stored Invoice images & Exception Handling Automated
centrally or remotely sent to in central data accessed via Workflows & Real- Approvals
Oracle repository Oracle ERP time Monitoring

25. Centralized Document Capture
High-volume scan & index
High-volume scanning Automated indexing via
barcode recognition
Commit
Scan + Recognition
Content repository
Import Index
Import from email, Zonal, ad-hoc OCR
network folders, fax Relational pick-lists and database
and FTP servers look-ups

26. Centralized Document Capture
High volume scan & index
• Import paper documents, emails,
faxes and electronic documents
• Barcode recognition captures key
data (expense reports)
• Assign invoices by region or priority
level (or customize as needed) for
routing to E-Business Suite
• Auto-archiving of invoices to content
repository
• Supports all enterprise scanners
(Adrenaline and ISIS)

27. Distributed Document Capture
Web-based scan & index for remote workers
• Reduce inter-office shipping costs
• Decrease processing times with ad-hoc scanning capability
• Index invoice data remotely or centrally
• Support for desktop scanners (TWAIN) or Multi-Function Devices
(MFDs)

28. Payables with Oracle’s Imaging Solution
One integrated system for end-to-end invoice processing
Capture Extract & Index Store Access Workflow & Approve
Monitor
Invoices scanned Data extracted & Invoices stored Invoice images & Exception Handling Automated
centrally or remotely sent to in central data accessed via Workflows & Real- Approvals
Oracle ERP repository Oracle ERP time Monitoring

29. Let’s Take a Look at an Invoice
What is the PO Number?
Who is the supplier?
What goods are being invoiced for, how many, how much?

30. What about this one?
What is the PO Number?
Who is the supplier?
What goods are being invoiced for,
how many, how much?

31. Dealing with Different Layouts
= 500000 Global Suppliers
= 50 Image Configurations
= 31 Out of the Box!

32. Intelligent Forms Recognition
Extract Invoice Data without Templates or Rules
• Process diverse invoice formats with no rules, anchors, templates or keyword
libraries
• Extract invoice header and line data
• Automatic invoice line matching with POs
1 Classify:
• Content-based recognition & sorting
• Document agnostic
2
2 Extract:
• Context-based data extraction 1
• Language independent
3 Validation and Matching:
• Leverage ERP data
• Fuzzy search for fault tolerant
data validation 3

33. Payables with Oracle’s Imaging Solution
One integrated system for end-to-end invoice processing
Capture Extract & Index Store Access Workflow & Approve
Monitor
Invoices scanned Data extracted & Invoices stored Invoice images & Exception Handling Automated
centrally or remotely sent to in central data accessed via Workflows & Real- Approvals
Oracle ERP repository Oracle ERP time Monitoring

34. Enterprise Image Storage
High volume, highly-configurable
• Very high volume document storage
• Managed in applications for security and behavior
• Configurable storage policies:
• Leverage fast storage when needed
• Cross application and secured saved searches
SnapLock
Oracle
SAN, NAS = UCM
Magnetic
Need Records Management? = Oracle URM

35. Payables with Oracle’s Imaging Solution
One integrated system for end-to-end invoice processing
Capture Extract & Index Store Access Workflow & Approve
Monitor
Invoices scanned Data extracted & Invoices stored Invoice images & Exception Handling Automated
centrally or remotely sent to in central data accessed via Workflows & Real- Approvals
Oracle ERP repository Oracle ERP time Monitoring

36. Tightly Integrated User Experience
One-click access to imaged documents
• Viewer and Task List is
launched from ERP UI to:
• View task and image
• Key from image
• Resolve exceptions
• Annotate invoices
• Redact information

37. Application Adapters for ECM
Configurable UI Integration
Application Adapter for ECM • Adapters available for E-Business
Suite and PeopleSoft*
Application
ERP UI Integration Solution • Designed to minimize application
footprint
Task List Task
Viewer • Provides configurable, loosely
coupled application integrations
Workflow Task
ERP Lookups,
Human Workflow Updates ERP Events
Images Workflow Solution
* JDE Adaptor also available from Oracle Partner

38. Application Adapter for Oracle ECM
How it works
• Adapters available
for E-Business
Suite and
List tasks, perform tasks Access images
PeopleSoft
• Designed to
minimize
application
footprint
IMAGE VIEWER
• Provides EBS / PSFT UI
configurable, APPLICATION
loosely coupled ADAPTER
FOR ORACLE
application ECM
integrations
EBS / PSFT SERVER IMAGING WEB SERVER
WORKFLOW
Send async events (e.g. invoice Complete tasks and update
saved, invoice paid) index values

39. Payables with Oracle’s Imaging Solution
One integrated system for end-to-end invoice processing
Capture Extract & Index Store Access Workflow & Approve
Monitor
Invoices scanned Data extracted & Invoices stored Invoice images & Exception Handling Automated
centrally or remotely sent to in central data accessed via Workflows & Real- Approvals
Oracle ERP repository Oracle ERP time Monitoring

40. Exception Handling Workflows
Prevent lost or delayed payments
• Augments native ERP processes
with key exception handling
abilities:
• Supplier maintenance
• Request information
• Re-scan invoice
• Coding of non-PO invoices
• Email notifications of task
assignments
• Accessible to users outside the E-
Business Suite/PeopleSoft
environment
• Automatic re-assignment,
delegation or escalation

41. Real Time Process Monitoring
Customizable Dashboard Views
• Real-time metrics available to managers for staffing decisions
and workload shifting:
• Visibility into in-flight
processes at the individual
and aggregate level
• View types including real-time
lists, charts and KPIs
• Business user friendly:
• Configurable rules/alerts
• User created dashboards
(No programming needed)

42. Payables with Oracle’s Imaging Solution
One integrated system for end-to-end invoice processing
Capture Extract & Index Store Access Workflow & Approve
Monitor
Invoices scanned Data extracted & Invoices stored Invoice images & Exception Handling Automated
centrally or remotely sent to in central data accessed via Workflows & Real- Approvals
Oracle ERP repository Oracle ERP time Monitoring

43. Non-AP Imaging Solutions
Extend automation value while lowering TCO
• Replicate cost savings by expanding
A M E R I C A
imaging to other E-Business Suite modules
or apps: 6 business units
14 processes
• Expense Mgmt., Receivables, Contracts,
Leasing, HR processes etc.
• Leverage shared services to lower costs:
4 business units
• Content-enable processes enterprise-wide; 10 processes
centrally manage on one platform
• CPU-based licensing adds value over time:
• No added costs to content-enable more
applications
3 business units
5 processes
Winner of 2008 Oracle
‘Green Award’

44. Paper Process Automation
REAL-WORLD CUSTOMER ROI

45. The ROI of A/P Imaging
• Processing 30,000 transaction documents a day
• Capturing 75 million images a year
• A/P response time reduced from 2 -10 days to 1-10 sec.
• Saving $1 million a year
• Maintained A/P staffing levels while transaction volume
increased by 25%
• Currently processing 250,000 invoices per week, with over
1 billion documents in storage
• Reduced document retrieval time from 2-3 days to seconds
• Achieved ROI in less than 18 months
• Receipt-to-payment time cut down from 30 to 7-10 days
• ROI achieved within a few months of implementation
• Saving $100,000 annually in compensation previously paid
to temporary staff

46. Paper Process Automation
SUMMARY

47. Oracle’s Imaging Solution
More business process automation, less cost & complexity
• Fast ROI by automating paper-based processes
• Eliminate paper and manual processing from key business processes
• Long-term ROI on services:
• No high consulting costs for every Oracle Financials/PeopleSoft Enterprise
upgrade
• Build expertise in-house to decrease consulting reliance
• Long-term ROI on software:
• Image-enable the enterprise while lowering system TCO
• Highly scalable imaging repository supports billions of items
• Protect your applications investment today with tomorrow’s technology
• Ongoing ROI on support:
• Leverage a single support channel to simplify operations

48. Productized, Not Customized
Decrease upgrade costs, increase in-house expertise
• Loosely-coupled integration:
• Minimizes application footprint -- no hard-coding between I/
PM and ERP
• Upgrade each system independently
• Productized, standards-based solution:
• Out-of-the-box, customizable best practice solution templates
• Make workflow modifications in-house as needed
• Leverage standard Oracle support channels

49. Questions..

50. San Francisco 2011
October 2–6, 2011
Latin America 2011
December 6–8, 2011
Tokyo 2012
April 4–6, 2012