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Enterprise
                       Capture


“The Capture Continuum”
                       Pamela Doyle, Director
        Fujitsu Computer Products of America
                           AIIM Ambassador
            Chair, The TWAIN Working Group
Business Objectives
 •   Cost Reduction

 •   Customer Service

 •   Compliance

 •   Collaboration
Barriers
 •   Numerous forms of content
     •   Electronic
     •   Email
     •   Social media
     •   FAX
 •   Continued reliance on paper
     •   Historical reference
     •   Proof of business
     •   Compliance
     •   Initiate business processes
 •   Contradiction between proliferation and
     corporate agility
Volume of Content
•   Average number of emails sent per day in 2010 was an
    estimated 294 billion
•   Average number of corporate emails per individual sent and
    received per day in 2011 will be 228 (Radicati Group)
•   IDC reports the digital universe increased more than six-fold
    from 2006 to 2010 (The Expanding Digital Universe)
•   80% of information is still retained on paper (CAP Venture)
     •   Documents claim 60% of office worker’s time
     •   Account for 45% of labor costs
•   Average office employee generates 9,999 more sheets of
    paper (Resource Conservation Alliance)
     •   Less than 5% chance of containing recycled fibers
     •   Only 50% chance of avoiding land fill or incinerator
Cost of Paper
•Store
  •On  Premise
  •Offsite
•Manage
  •R$ 40,000 to fill a 4 drawer filing cabinet, R$ 3,200 to
  maintain (futurelawoffice.com)
  •Search for misfiled R$192
  •7.5 percent of all documents get lost; 3 percent of the
  remainder get misfiled (Inc. Magazine)
  •Companies misfile up to 20 percent of their records (ARMA
  International)
•Deliver
  •Average cost of courier – R$ 24
Other Costs of Paper
•   Duplicate copies
•   Kept beyond retention
•   Discovery
•   Inability to demonstrate compliance
•   Broken chain of custody (privacy)
•   No process visibility
•   Poor business intelligence
•   Not green
•   Vulnerable
•   Loss evidence of transactions
•   Loss revenue
Capture
•   Top Google and Bing result for capture:
     • “to gain possession of or control of”
•   In the context of the ECM industry:
     • “to gain possession of or control of your
       information asset”
•   Combination of hardware and software
•   Capture is the on-ramp to business process
    acceleration
•   ECM manages, stores, preserves and delivers
Capture/ECM & The Business Objectives




                    8
Five Phases of Capture
              Enterprise
               Capture

              Distributed
               Capture

            Intelligent Data
               Extraction

              Automated
               Indexing        “AD cmn S a g
                                   ou ett t y
                                            re
                               H nb o, f m iml
                                ado k r S p
                                         o      e
                               San goEt pis
                                cnin t n rre
                                           e
             Scan and Store          Cp r
                                      at e
                                        u”
                                A t o: K v Ca e
                                 uh r e in r in
Scan and Store
•   Characteristics:    •   Benefits:
    • Scan to archive        • Reduce reliance
    • Manual indexing          and costs
    • Full text                associated with
                               paper
    • Centralized
                             • Reduce physical
    • Production
                               storage
                             • Eliminate
                               redundancy
                             • Physical protection
Automated Indexing
•   Characteristics:     •   Benefits:
    • Key from image          • Reduce human
    • Structured                intervention
    • Template                • Reduce errors

    • Separator sheets        • Increase efficiency

    • Patch code                in storage and
                                retrieval
    • Barcode
    • Workflow (simple
      business rules)
Intelligent Data Extraction
 •   Characteristics:      •   Benefits:
     • Recognition              • Superior image
       advances (OCR,             quality
       HCR, ICR)                • Broaden scope of
     • Data validation            document
     • Semi-structured            automation
     • Unstructured             • Significant process

     • Integration LOB            improvements
     • Image enhancement
Distributed Capture
•   Characteristics:         •   Benefits:
    • Point of origin             • Faster access to
    • Decentralized                 actionable data
    • Lower costs                 • Reduce shipping

      scanners                      costs
    • Transaction (scan to        • Auditable from

      process)                      process origin
Enterprise Capture
•   Characteristics:        •   Benefits:
    • Content agnostic           • All content across

    • Application and              enterprise
      platform agnostic          • Seamless

    • Auto classification          integration with LOB
    • Intelligent paper
                                   & backend systems
                                 • Competitive
      capture
      (programmable                performance
      buttons)                     advantage
                                 • Total business
                                   process automation
Scanner Market Segments
  Market Segments (New)
       Personal
       Rated 8-15 ppm, most priced <$750

       Desktop/Workgroup
       Rated 16-30 ppm, most priced $750 - $1,499

       Departmental
       Rated 31-50 ppm, most priced $1,500 - $3,999

       Low Volume Production (LVP)
       Rated 51-75 ppm, most priced $4,000 - $9,999

       Mid Volume Production (MVP)
       Rated 65-100 ppm, most priced $10,000 - $34,999

       High Volume Production (HVP)
       Rated >100 ppm, most priced $35,000+
Capture Applications
•   Historical                 •   Claims
•   Customer (Acct. Mgmt.)     •   Contracts
•   Employee                   •   EOB
•   Patient                    •   Case management
•   Client                     •   Lending
•   Research (i.e. clinical)   •   Expenses
•   Technical documentation    •   Accounts receivable
•   Proof of delivery          •   Accounts payable
•   Signature verification     •   Mailroom automation
Business Drivers
W e yu ose yu dcmn ad eod mngmn po c ad r rie,
 hn o cnidror ou etn r rs aae et rj t n pioits
                       c           es
     waish m ssnicn bses re f yu ogn a n
      ht t otigifat uinsdivro or r izt ?
          e                  r    a io




                 AI S t o t E MI ut ‘21
                  l te fh C n sy 00
                  M a      e    d r
In your experience what has been driving
the demand for Capture amongst your
customer base? (Please check all that
apply)
        Forms processing                 47%
        Transactional capture            38%
        Distributed capture              39%

        Business process management      77%

        SharePoint                       18%
        Collaboration                    20%
        Scan to e-mail                   27%




        Suc: Fju te fh Eoo y Sr y e 21
        or u s “S t o t cnm” uv Fb 01
          e it   a     e       e
Have your customers cited any of the following as
motives for accelerating their IT purchases?
(Please check all that apply)

       Reducing staff                               39%

       Automating or accelerating processes         59%

       Long term cost reduction                     51%

       Need to utilize fiscal budget                24%

       Increased business                           8%



         Suc: Fju te f e cnm” Sr y e 21
         or u s “S t o t Eoo y u e Fb 01
           e it   a    h        v
Drivers
W aa t t e sogsdivrf s nin ad at e yu ogn a n
 htr h h e t net re o c n g n cp r in or r izt ?
    e e r r        sra          u         a io




     Suc : C p uea dB M ‘2 1 0– A In u t yW t h
     o re a t r n P 0            IIM d sr ac
ROI
W apyak e d olyu a yu ae ciee o a l lt ah v f m
 ht abc pr wu o s o hv ah vd rr ik yo cieer
         io   d    y               e e       o
         yu inet etin cnin, cp r ad P ?
          or vs n s n g at e n BM
               m s a          u




    Suc : C p uea dB M ‘2 1 0– A In u t yW t h
    o re a t r n P 0            IIM d sr ac
Capture Continuum (Trends)
•   General:
    •   4 C‘s

    •   Slow economic recovery

    •   Top CIOs priorities

    •   Environmental sustainability
Capture Continuum (Trends)
•   Healthcare:

    •   Expanded use of HIT

    •   Move toward EHR (internal and federal mandates)

    •   Remain buried in paper

    •   Trifecta:

        •   Cost reductions

        •   Improve quality of care

        •   Compliance
Capture Continuum (Trends)
•   Government:
    •   Budget reductions and constraints

    •   Personnel cuts

    •   Timely response to constituents requests

    •   IT is important to innovate and improve

         operations
Capture Continuum (Trends)
•   Financial services:
    •   Rebounding

    •   Automate versus rehire

    •   Preparing for controls and regulations resulting from
        Dodd-Frank

    •   Global impact
Capture Continuum (Technology)
 •   SharePoint:
     •   In 2000, birth of team collaboration and departmental
         portals

     •   Broad adoption

     •   Established platform for high impact collaboration

     •   In 2007, evolved to and information management
         platform
User Interface

                                 Microsoft                            Web                     3rd party
                                  Office                            browsers                    apps


Exchange 2007                                ECM Components



 Mailbox                  Policy                Document            Records      Web Content                Forms
Management              Management             Management          Management    Management               Management



Transport Services                           Unified Services

            Rules          Policies             Workflow             Metadata      Policies          Library Services
SMTP
SOAP
            Search         Security               Search              Security       IRM              Collaboration


                                             Unified Storage Architecture
Capture Continuum (Technology)
•   SharePoint:
    •   Single platform for collaboration, communication and
        content management

•   2010 release

•   Requires 3P tools

•   Organizations looking to leverage investment
Capture Continuum (Technology)
•   Faster, smaller, less expensive scanners

•   Further advances and application of recognition
    technologies

•   Remote administration

    and diagnostics

•   Mobile

•   Cloud
Fujitsu Scanner Line-up
                                                                   Professional
                                                                   Line of Business
             Production

                                                                                           fi-6770
                                                                                           $7,995
                                                                                           fi-6770A
                            fi-5950
                                                                              fi-6670 $5,995
i-6800                                                                        fi-6670A




                                                             fi-4340C

                                                                                                       fi-6140
                                          fi-5530C2                                                    fi-6240




                      ScanSnap fi-6010N
                                                                              fi-6130
                                                                              fi-6230


     ScanSnap N1800                                              fi-6110                                         ScanSnap
                                                                                                                 S1500
                                                  fi-5015C                                            ScanSnap
                                                                                                      S1500M

         Decentralized        fi-60F                                                    ScanSnap
         Transaction                                                                    S1300
         Front Office                                                      ScanSnap
                                                      Personal             S1100

                                                                    30
Government Case
•   Wood County:
    •   Dept. of Job and Family Services provides:
         •   Long term family assistance
         •   Temporary help
         •   Committed to its responsibilities
•   Business Problem:
    •   Paper-based application process
    •   Inaccurate
    •   Time consuming



                                  31
Government Case
 •   Implementation Objectives:
     •   Replace paper with electronic
     •   Reduce storage
     •   Aide with compliance
     •   Integrate with CRIS-E
 •   Solution:
     •   EZ Forms
         •   Enter identification number and consumer information
             populates various forms
         •   Completed forms are signed using signature pad
     •   OnBase ECM Suite
         •   Signed forms stored in OnBase repository
         •   Supporting documents (fi-4340 series)


                                      32
Government Case
•   Sample ROI:
    •   Faster response
    •   Case workers capacity
        improvement
    •   Reduced storage
    •   Workflow eases checking
        status
    •   Audit trail proves
        accountability

                             33
Union Case
• MOEITS:
  • Largest labor union
  • Chicago based
  • 24,000 members
  • Numerous business units
• Key Issues
  • Geographically dispersed
  • Paper everywhere (thousands or millions)
  • Employee searching (R$ 50.00)
  • Cost of office space
  • Office site storage (R$ 14,370.00 per month)
  • Compliance issues (HIPAA, Taft Hartley, GLB/SOX)
Union Case
 •   Objectives:             •   Thorough research and
     • Reduce reliance on        analysis
       paper                 •   Solution:
     • Compliance concerns       • SharePoint
     • Streamline                  • Microsoft shop
     • Business continuity         • Portal
     • Collaboration               • Granular security
     • Reduce costs              • KnowledgeLake
     • Ease of use               • Fujitsu scanners
Union Case
•   Phase One – Legal        •   Phase Two - PAC
    •   Paper intensive          •   Not always volume
                                     but flow
    •   Office space
                                 •   Form authorizes
    •   Banker boxes in
                                     collection of fee
        basement
                                 •   Deficient process
    •   Time to discover
                                 •   Huge financial loss
    •   Document capture
        with barcode             •   SharePoint for
                                     workflow
    •   Matters database
    •   Scanned then shred
Union Case
 •   Phase Three – Contracts
     • Another example of process automation
     • Signed contract took 34 days 14 steps
        • FAX
        • Interoffice
        • 1 – 2 pages grew to 111
     • Now, scanned at point of origin
     • Routed electronically
     • 20 minutes
Union Case
 •   Benefits:
     • Payback in 5 months
     • Hard dollar savings:
       • Reduced storage
       • Recovered PAC funds
       • Expedited processes
       • Eliminated costs of paper-based processes
     • Soft dollar savings:
       • Reduced time to find documents
       • File sharing and collaboration
       • Business continuity
     • Projecting 1.6 million (BRL) over 3 years
Keys to Success
•   Get Knowledgeable
•   Business assessment
•   Technology assessment
•   Expert advice
•   Careful vendor analysis
•   Demand proof of handling
•   Phased approach
•   Benefit realization
More Information
 • Product information, white papers and case studies:
      • http://www.fujitsu.com/br/support/scanners/
      • http://scanners.fcpa.fujitsu.com/casestudies/
 • Trend sites:
      • ScanSnap at www.scansnapcommunity.com
      • HealthCare at http://us.fujitsu.com/ehrsolutions
      • SharePoint at http://us.fujitsu.com/sharepoint

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00 13092011-1130-pamella-doyle

  • 1. Enterprise Capture “The Capture Continuum” Pamela Doyle, Director Fujitsu Computer Products of America AIIM Ambassador Chair, The TWAIN Working Group
  • 2. Business Objectives • Cost Reduction • Customer Service • Compliance • Collaboration
  • 3. Barriers • Numerous forms of content • Electronic • Email • Social media • FAX • Continued reliance on paper • Historical reference • Proof of business • Compliance • Initiate business processes • Contradiction between proliferation and corporate agility
  • 4. Volume of Content • Average number of emails sent per day in 2010 was an estimated 294 billion • Average number of corporate emails per individual sent and received per day in 2011 will be 228 (Radicati Group) • IDC reports the digital universe increased more than six-fold from 2006 to 2010 (The Expanding Digital Universe) • 80% of information is still retained on paper (CAP Venture) • Documents claim 60% of office worker’s time • Account for 45% of labor costs • Average office employee generates 9,999 more sheets of paper (Resource Conservation Alliance) • Less than 5% chance of containing recycled fibers • Only 50% chance of avoiding land fill or incinerator
  • 5. Cost of Paper •Store •On Premise •Offsite •Manage •R$ 40,000 to fill a 4 drawer filing cabinet, R$ 3,200 to maintain (futurelawoffice.com) •Search for misfiled R$192 •7.5 percent of all documents get lost; 3 percent of the remainder get misfiled (Inc. Magazine) •Companies misfile up to 20 percent of their records (ARMA International) •Deliver •Average cost of courier – R$ 24
  • 6. Other Costs of Paper • Duplicate copies • Kept beyond retention • Discovery • Inability to demonstrate compliance • Broken chain of custody (privacy) • No process visibility • Poor business intelligence • Not green • Vulnerable • Loss evidence of transactions • Loss revenue
  • 7. Capture • Top Google and Bing result for capture: • “to gain possession of or control of” • In the context of the ECM industry: • “to gain possession of or control of your information asset” • Combination of hardware and software • Capture is the on-ramp to business process acceleration • ECM manages, stores, preserves and delivers
  • 8. Capture/ECM & The Business Objectives 8
  • 9. Five Phases of Capture Enterprise Capture Distributed Capture Intelligent Data Extraction Automated Indexing “AD cmn S a g ou ett t y re H nb o, f m iml ado k r S p o e San goEt pis cnin t n rre e Scan and Store Cp r at e u” A t o: K v Ca e uh r e in r in
  • 10. Scan and Store • Characteristics: • Benefits: • Scan to archive • Reduce reliance • Manual indexing and costs • Full text associated with paper • Centralized • Reduce physical • Production storage • Eliminate redundancy • Physical protection
  • 11. Automated Indexing • Characteristics: • Benefits: • Key from image • Reduce human • Structured intervention • Template • Reduce errors • Separator sheets • Increase efficiency • Patch code in storage and retrieval • Barcode • Workflow (simple business rules)
  • 12. Intelligent Data Extraction • Characteristics: • Benefits: • Recognition • Superior image advances (OCR, quality HCR, ICR) • Broaden scope of • Data validation document • Semi-structured automation • Unstructured • Significant process • Integration LOB improvements • Image enhancement
  • 13. Distributed Capture • Characteristics: • Benefits: • Point of origin • Faster access to • Decentralized actionable data • Lower costs • Reduce shipping scanners costs • Transaction (scan to • Auditable from process) process origin
  • 14. Enterprise Capture • Characteristics: • Benefits: • Content agnostic • All content across • Application and enterprise platform agnostic • Seamless • Auto classification integration with LOB • Intelligent paper & backend systems • Competitive capture (programmable performance buttons) advantage • Total business process automation
  • 15. Scanner Market Segments Market Segments (New) Personal Rated 8-15 ppm, most priced <$750 Desktop/Workgroup Rated 16-30 ppm, most priced $750 - $1,499 Departmental Rated 31-50 ppm, most priced $1,500 - $3,999 Low Volume Production (LVP) Rated 51-75 ppm, most priced $4,000 - $9,999 Mid Volume Production (MVP) Rated 65-100 ppm, most priced $10,000 - $34,999 High Volume Production (HVP) Rated >100 ppm, most priced $35,000+
  • 16. Capture Applications • Historical • Claims • Customer (Acct. Mgmt.) • Contracts • Employee • EOB • Patient • Case management • Client • Lending • Research (i.e. clinical) • Expenses • Technical documentation • Accounts receivable • Proof of delivery • Accounts payable • Signature verification • Mailroom automation
  • 17. Business Drivers W e yu ose yu dcmn ad eod mngmn po c ad r rie, hn o cnidror ou etn r rs aae et rj t n pioits c es waish m ssnicn bses re f yu ogn a n ht t otigifat uinsdivro or r izt ? e r a io AI S t o t E MI ut ‘21 l te fh C n sy 00 M a e d r
  • 18. In your experience what has been driving the demand for Capture amongst your customer base? (Please check all that apply) Forms processing 47% Transactional capture 38% Distributed capture 39% Business process management 77% SharePoint 18% Collaboration 20% Scan to e-mail 27% Suc: Fju te fh Eoo y Sr y e 21 or u s “S t o t cnm” uv Fb 01 e it a e e
  • 19. Have your customers cited any of the following as motives for accelerating their IT purchases? (Please check all that apply) Reducing staff 39% Automating or accelerating processes 59% Long term cost reduction 51% Need to utilize fiscal budget 24% Increased business 8% Suc: Fju te f e cnm” Sr y e 21 or u s “S t o t Eoo y u e Fb 01 e it a h v
  • 20. Drivers W aa t t e sogsdivrf s nin ad at e yu ogn a n htr h h e t net re o c n g n cp r in or r izt ? e e r r sra u a io Suc : C p uea dB M ‘2 1 0– A In u t yW t h o re a t r n P 0 IIM d sr ac
  • 21. ROI W apyak e d olyu a yu ae ciee o a l lt ah v f m ht abc pr wu o s o hv ah vd rr ik yo cieer io d y e e o yu inet etin cnin, cp r ad P ? or vs n s n g at e n BM m s a u Suc : C p uea dB M ‘2 1 0– A In u t yW t h o re a t r n P 0 IIM d sr ac
  • 22. Capture Continuum (Trends) • General: • 4 C‘s • Slow economic recovery • Top CIOs priorities • Environmental sustainability
  • 23. Capture Continuum (Trends) • Healthcare: • Expanded use of HIT • Move toward EHR (internal and federal mandates) • Remain buried in paper • Trifecta: • Cost reductions • Improve quality of care • Compliance
  • 24. Capture Continuum (Trends) • Government: • Budget reductions and constraints • Personnel cuts • Timely response to constituents requests • IT is important to innovate and improve operations
  • 25. Capture Continuum (Trends) • Financial services: • Rebounding • Automate versus rehire • Preparing for controls and regulations resulting from Dodd-Frank • Global impact
  • 26. Capture Continuum (Technology) • SharePoint: • In 2000, birth of team collaboration and departmental portals • Broad adoption • Established platform for high impact collaboration • In 2007, evolved to and information management platform
  • 27. User Interface Microsoft Web 3rd party Office browsers apps Exchange 2007 ECM Components Mailbox Policy Document Records Web Content Forms Management Management Management Management Management Management Transport Services Unified Services Rules Policies Workflow Metadata Policies Library Services SMTP SOAP Search Security Search Security IRM Collaboration Unified Storage Architecture
  • 28. Capture Continuum (Technology) • SharePoint: • Single platform for collaboration, communication and content management • 2010 release • Requires 3P tools • Organizations looking to leverage investment
  • 29. Capture Continuum (Technology) • Faster, smaller, less expensive scanners • Further advances and application of recognition technologies • Remote administration and diagnostics • Mobile • Cloud
  • 30. Fujitsu Scanner Line-up Professional Line of Business Production fi-6770 $7,995 fi-6770A fi-5950 fi-6670 $5,995 i-6800 fi-6670A fi-4340C fi-6140 fi-5530C2 fi-6240 ScanSnap fi-6010N fi-6130 fi-6230 ScanSnap N1800 fi-6110 ScanSnap S1500 fi-5015C ScanSnap S1500M Decentralized fi-60F ScanSnap Transaction S1300 Front Office ScanSnap Personal S1100 30
  • 31. Government Case • Wood County: • Dept. of Job and Family Services provides: • Long term family assistance • Temporary help • Committed to its responsibilities • Business Problem: • Paper-based application process • Inaccurate • Time consuming 31
  • 32. Government Case • Implementation Objectives: • Replace paper with electronic • Reduce storage • Aide with compliance • Integrate with CRIS-E • Solution: • EZ Forms • Enter identification number and consumer information populates various forms • Completed forms are signed using signature pad • OnBase ECM Suite • Signed forms stored in OnBase repository • Supporting documents (fi-4340 series) 32
  • 33. Government Case • Sample ROI: • Faster response • Case workers capacity improvement • Reduced storage • Workflow eases checking status • Audit trail proves accountability 33
  • 34. Union Case • MOEITS: • Largest labor union • Chicago based • 24,000 members • Numerous business units • Key Issues • Geographically dispersed • Paper everywhere (thousands or millions) • Employee searching (R$ 50.00) • Cost of office space • Office site storage (R$ 14,370.00 per month) • Compliance issues (HIPAA, Taft Hartley, GLB/SOX)
  • 35. Union Case • Objectives: • Thorough research and • Reduce reliance on analysis paper • Solution: • Compliance concerns • SharePoint • Streamline • Microsoft shop • Business continuity • Portal • Collaboration • Granular security • Reduce costs • KnowledgeLake • Ease of use • Fujitsu scanners
  • 36. Union Case • Phase One – Legal • Phase Two - PAC • Paper intensive • Not always volume but flow • Office space • Form authorizes • Banker boxes in collection of fee basement • Deficient process • Time to discover • Huge financial loss • Document capture with barcode • SharePoint for workflow • Matters database • Scanned then shred
  • 37. Union Case • Phase Three – Contracts • Another example of process automation • Signed contract took 34 days 14 steps • FAX • Interoffice • 1 – 2 pages grew to 111 • Now, scanned at point of origin • Routed electronically • 20 minutes
  • 38. Union Case • Benefits: • Payback in 5 months • Hard dollar savings: • Reduced storage • Recovered PAC funds • Expedited processes • Eliminated costs of paper-based processes • Soft dollar savings: • Reduced time to find documents • File sharing and collaboration • Business continuity • Projecting 1.6 million (BRL) over 3 years
  • 39. Keys to Success • Get Knowledgeable • Business assessment • Technology assessment • Expert advice • Careful vendor analysis • Demand proof of handling • Phased approach • Benefit realization
  • 40. More Information • Product information, white papers and case studies: • http://www.fujitsu.com/br/support/scanners/ • http://scanners.fcpa.fujitsu.com/casestudies/ • Trend sites: • ScanSnap at www.scansnapcommunity.com • HealthCare at http://us.fujitsu.com/ehrsolutions • SharePoint at http://us.fujitsu.com/sharepoint