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Ähnlich wie Transform 09 Kofax For The Enterprise Moving From Departmental Solutions To The Enterprise Clean
Ähnlich wie Transform 09 Kofax For The Enterprise Moving From Departmental Solutions To The Enterprise Clean (20)
Transform 09 Kofax For The Enterprise Moving From Departmental Solutions To The Enterprise Clean
- 1. Kofax for the EnterpriseMoving from Departmental Solutions to the Enterprise Chris HauserSenior Account Executive Department of Defense Software & Solution Sales Slide 1
- 2. World’s Largest Information Capture Vendor Successful The market leader in information capture 20+ years in business $430 million est. annual revenue FY10 276% revenue growth over 10 years 132,000 Kofax Capture licenses sold 23,000+ customers 25 billion+ images under maintenance $80 million in cash, no debt Focused 16% of software revenue goes into R&D Global 1200 employees in 36 countries 1200 resellers in 60 countries 70 worldwide distributors 9 global OEM partners
- 3. Who Uses Kofax? 492 Federal Agencies Examples of Agencies who have standardized on Kofax Civilian - IRS DOD – Air Force Army Human Resources Command Intel - CIA Independent/Executive branch – NARA OPM DC based Education, Services and Engineering Team Federal User Community provides direct line to Engineering
- 4. Objective Trends Departmental vs. Enterprise? Departmental or Project Solution Requirements Enterprise Requirements How to Seamlessly Extend, Expand, and Upgrade Consolidation Customer Examples Slide 4 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 5. The Value of Capture to Process Slide 5 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise “Unfortunately, the dirty secret of content management and even BPM is document ingestion. “The true cost of these systems lies in the labor associated with on-boarding branch level paper documents into the system. “To be effective, content management systems require an intelligent taxonomy be applied to the documents as they enter the system. This is accomplished with the latest generation of capture recognition and transformation engines.” Forrester March 2009
- 6. Capture and the Process Capture delivers Increased business velocity – intelligent electronic documents Business climate – better, faster, cheaper Improved data Reduced costs Reduced cycle times Page 6 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise “Capture is now a critical business system that improves core business processes and competitiveness” Harvey Spencer, 2009
- 7. Why is Capture Strategic? Increased use of multiple different devices to capture paper Increased need to optimize business equipment usage Explosion in the Workgroup Scanner Market Integration of fax servers to enable better control Increased use of document centric-BPM/workflow solutions Increase in internal/external network capacity and capability to deliver necessary bandwidth to support “image-based” applications Completion of investment on ECM strategy and most are realizing capture has been neglected and prohibiting realization of ROI Compliance (both external and internal) The digital mailroom Page 7 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 9. Some departmental solutions process very high volumes
- 12. Archival or late capture in nature
- 13. Leveraging established technologiesScan to Archive Transform Deliver Collect Scan Recognition Validation Release Kofax Capture Capture Basic Transformation 100+ Connectors
- 14. Departmental Solution Drivers Document retention objective (Records Management) Shared Access (Productivity) Direct integration to ECM repository Performs all the capture requirements Reduced office space requirements (document storage) Slide 11 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise Transform Deliver Collect Scan Recognition Validation Release Kofax Capture Capture Basic Transformation 100+ Connectors
- 15. Moving Toward An Enterprise Solution Slide 12 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise Distributed Capture Transform Deliver Collect Scan Recognition Validation Release Kofax Capture Capture Basic Transformation 100+ Connectors
- 18. Early capture – capture to process
- 19. Service Level Agreement measuredSales Operations Branch Banking ORDER Loan Origination Legal CONTRACT Funds Transfer Human Resources REVIEW
- 20. Enterprise Solution Drivers Capture to process Cross departmental Multi-location Leverage front office assets with back office infrastructure Transactional oriented Process initiation Reduce human touch points Increase efficiency Situational awareness (real-time systems) Scalability, redundancy and high availability Slide 14 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 21. Today Automation Value Process Initiation Distributed Capture Business Process Automation Decision Management Document Driven Business Process Automation Scan to Process Scan to Archive Document Capture Forms Processing Intelligent Document Recognition Integrated Workflow & Rules Mgmt Integrated Business Intelligence Time Slide 15 Transform 2009: Media Briefing
- 22. Extend capture to the earliest point in the process Automate, accelerate and reduce operating costs Enable standardized corporate systems End to end process monitoring and reporting Standard resources utilized by the entire platform Systems Management CA, IBM ,HP, MSFT Reporting Business Systems Scan Recognition Validation Release Transform Deliver Collect ERP Kofax Transformation Modules Intelligent Document Recognition Kofax Capture Capture Basic Transformation 100+ Connectors BPM Enterprise Framework Slide 16 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise Kofax Monitor Platform Shared Services ECM
- 28. ArchivalLayering a Solution Slide 17 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 29. Scalability Slide 18 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise TransformIntelligentDocumentRecognition TransformIntelligentDocumentRecognition TransformIntelligentDocumentRecognition CaptureField Front-OfficeBack-Office TransformIntelligentDocumentRecognition CaptureField Front-OfficeBack-Office TransformIntelligentDocumentRecognition DeliverBack-EndInteroperability TransformIntelligentDocumentRecognition CaptureField Front-OfficeBack-Office DeliverBack-EndInteroperability CaptureField Front-OfficeBack-Office DeliverBack-EndInteroperability TransformIntelligentDocumentRecognition Image Perfection
- 30. Site 1 TransformIntelligentDocumentRecognition CaptureField Front-OfficeBack-Office DeliverBack-EndInteroperability TransformIntelligentDocumentRecognition CaptureField Front-OfficeBack-Office DeliverBack-EndInteroperability Image Perfection Image Perfection Site 2 Disaster Recovery Slide 19 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 32. OCR
- 33. ICR
- 35. Workflow
- 36. ERP
- 37. CRMCollect Customized Processing Custom Module Suite Invoice Contract Order ? ? Customized Panels Custom Workflow Slide 20 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 38. Consolidation Ad hoc desktop scanning MFP scanning and fax Departmental multi-vendor capture solutions Vendor 1 for invoice processing Vendor 2 for HR documents Vendor 3 for legal Vendor 4 for archival scanning Custom IT developed applications Slide 21 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 39. Consolidation Slide 22 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise Scan to Process Scan to Email Scan to Fax Scan to Archive Scan to Folder Disconnected Corporate Silos
- 40. Consolidation Benefits Slide 23 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 41. Customer Examples Slide 24 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 42. US Army Army Human Resources Command World’s Largest HR organization Managing records and processing forms for civilian workforce and 1 million+ soldiers Benefit of enterprise capture Consolidation of training and maintenance for better and easier support (from 6 different products to one) Improve document capture process across the entire command and save money to support the warfighter Anticipate 2/3 reduction in staff to do complex data capture Save money by bring capture contracts in-house Slide 25 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 43. Banking Major US-based bank Kofax supports solutions in three divisions Wholesale Banking Division Capture of 60 million pages per year: insurance forms, account documents, tax forms, invoices… Business Banking Division Processes 11 million financial documents annually Corporate Properties Unit Invoice automation for accounts payable process Slide 26 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 44. Business Process Outsourcing Swiss Post Document Services Leading BPO for mailroom and document management solutions Distributed Kofax solution throughout Europe Capture, classifies and extracts data from incoming mail Delivers data and documents to customer workflows Enables BPO to meet Service Level Agreements Slide 27 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 45. Page 28 Enterprise Customer #1 Fortune 10 – Banking and financial services industry 3,000+ branches and financial centers (US) 2,000 locations in 100 countries Kofax Capture and Kofax Transformation Modules Shared services operation 3 major processing centers (all US-based) Consolidation efforts reduced FTEs from 50+ to 28 Major lines of business being serviced Mortgage (34 million pages per month) Auto* (3 million pages per month) Credit (1 million pages per month) Student Loans (1 million pages per month) 600 remote branch offices using Kofax Distributed Capture Most recent projects expanded use to Accounts Payable and Distribution Services Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 46. Enterprise Customer #2 Fortune 10 – Insurance and financial services industry 105,000+ employees worldwide Kofax Capture Leverages CITRIX for distributed processing/access Shared services operation 3 major processing centers (2 are US-based / 1 in Malaysia) Malaysia operation performs data entry/validation Insurance claims processed monthly = 28 Million Equates to roughly 50M pages processed per month Claim cycle time reduced from 3 days to same business day Current projects are focused on Globalization and Standardization Page 29 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 47. Enterprise Customer #3 Fortune 50 – Banking and financial services industry (top 5 bank) 3,300+ bank branches 3,400 mortgage and consumer finance centers Kofax Capture and Kofax Transformation Modules Shared services operation Mortgage (35 million pages per month) Metrics Images per FTE (including management) 2003: 23000|2007: 56000; average 300 FTEs Image quality (included many metrics including, but not limited to: smudged, inverted, misidentified, not correctly indexed, many others) 2003: 64%|2007: 99.8% (goal: 3 errors per million images) Work divided into cells - 55 scanners/2 ppl per cell/all tasks scan-release performed in cell/not all cells active at all times Each cell: 3600 images/hour|1.1m images/month Delivery service levels: 2003:50%|2007:99+% Page 30 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 48. Enterprise Customer #4 Customer current profile $3B US-based global financial services company Existing Kofax customer since 2002 Mixed environment of thick-client / standalone systems 1000+ remote sites today – facing increased support issues Shared service operation model Customer vision Standardize capture across the enterprise Simplify capture at remote locations (total footprint = 4,000 remote sites) Eliminate thick client capture Streamline back-office processing (60 million/year) Increase visibility into the entire capture process (Reporting & Monitor) Increase independent financial advisor retention (competitive) Page 31 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 49. Solution Goals Capture at the earliest point Accelerate business processes Improve customer service Reallocate labor to higher value tasks Data center compliant Slide 32 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise Distributed Capture Flexible Input Sources Advanced Document Automation Capabilities Traceability and Reporting Automatic Document Separation and Indexing Standards Based Scalable and Redundant
- 50. Enterprise Challenges Slide 33 Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 51. The Big Picture: Leading Through Innovation Page 34 Kofax delivers what no one else can from a single vendor… Ability to process paper and electronic documents 100s of robust ECM, LOB and archiveconnectors Ability to process Structured, Semi-structured, and Unstructured documents Advanced Metadata Extraction & Validation Automated Document Classification Automated Document Separation Centrally managed, distributed capture capabilities Fully automated image perfection capabilities Full production, batch capture capabilities Robust document indexing & validation Customizable capture workflow Multiple Release Capabilities Support for document scanners and multi-function peripherals LDAP & active directory authentication Bar Code detection, & PDF image + text Industry leading OCR, ICR and OMR Disaster Recovery and Business Continuity Stand-alone to Enterprise Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 53. Global presence
- 55. Industry leading technical support
- 56. Best of breed product training & certification
- 57. Breadth of product portfolio
- 58. Hard dollar ROI for our customers
- 59. Easy to deploy, install, & configure
- 60. Easy to use – 100% point & click
- 61. Centralized & distributed capabilities
- 62. Batch & transactional capabilities
- 63. Full chain of custody reporting
- 64. High availability & disaster recovery
- 65. Scalable – departmental to enterprise164,590,600,000 Images per year licensed to our 20,000 customers worldwide Transform 2009: Kofax for the Enterprise: Moving from Departmental Solutions to the Enterprise
- 66. Thank You ! Slide 36
Hinweis der Redaktion
- Departmental solutions were the foundation of capture and document imaging. They were primarily focused on late capture with an emphasis on scanning documents to the repository. What we call Scan to Archive. These solutions were focused on a dedicated problem (ie. Scan Insurance claims so they can easily be retrieved in the event a customer calls, or documents or forms for retention purposes). Evolution of scanning began with early systems that were departmental or centralized by necessity, few networks were capable of (or allowed) to move high volumes of images combined with the fact that scanners were expensive and considered highly specialized.The latter point meant that documents were physically brought to scanners – an expensive and complex proposition.The breakthrough was the availability and performance of corporate networks combined with the increased availability and lower cost of departmental scanners – this “double whammy” has enabled our Enterprise solutions allowing mid-sized to large companies to manage “fleets” of scanners.Enterprise solutions started to expand and companies began to leverage the same infrastructure and resources to process content for multiple departments. The business value of the documents and content became more important, which means that the systems need to be highly available and scalable combined with the ability to be easily incorporated into a companies business continuity and disaster recovery planning. More importantly these documents were being used to initiate a business process. This also meant an expansion to bringing Capture to a documents point of entry into the enterprise (branch office, remote location, mailroom, etc)A misconception is that an enterprise system means high volume. This is simply not the case. An enterprise system is defined by the business value of the content and the fact that capture system plays an integral role as an on-ramp to the core corporate systems.
- As I mentioned earlier, capture begins in the Department normally targeting a specific problem or use case that is document archival in nature.
- By using distributed capture to extend the departmental configuration is the first steps to moving towards an Enterprise Capture implementation. Distributed capture aims to bring the back-office capture system to remote branches and locations. This is still processing the same content in the departmental solution in the previous slide, but we can see the importance that early capture brings to an enterprise and the need for enterprises to have a capture framework that enables them to extend capture to the most appropriate location.
- Capture will initiate the workflows in order to complete these transactions.
- As we move capture from the departmental solutions of the past to a framework for enabling business transactions to be initiated at any time and any place under the control of the corporate systems, we are assisting enterprises to achieve their goals for Business Process Automation. Through the Kofax platform we are increasing the overall automation of the document centric processes which in turn greatly reduces the amount of time it takes to process the transaction. This not only drives hard ROI, but also maximizes the corporate investment in workflow, content, and customer service systems.
- Another way to layer Organizations currently using KC for archival Create more value, downtime costly and visible Front-end business processes KTM for business process automation KC Enterprise, scalable and robust, wide and deep Kofax integral to business, need KM to maintain it
- As the enterprise starts processing more business critical documents and content, the system must be able to scale and expand. Most importantly, this scalability must support enterprise standards and be compliant with IT infrastructure. The Kofax platform is flexible and enables the administrator to define which components and services should be scaled to improve performance and throughput.
- By introducing BPA companies are initiating their critical business processes via Capture technologies, this means that the capture infrastructure needs to now be accounted for in formal disaster recover and business continuity planning. The Kofax platform can be configured for Disaster Recovery where in the event of a catastrophic of system failure an alternative site can continue processing documents and keep the business moving until the failed site can be recovered or restored. This ensures that there is not interruption in Capture services and the systems continue to function.
- Incremental Customization - Here is a summary of functionality provided in the Kofax suite of products - The power of Kofax lies in the ability to customize every component. Since all customers are different, this architecture allows us maximum flexibility - To illustrate the various points of customization options, let’s start with import <CLICK>. In addition to allowing ingestion of documents from scanners, MFPs, fax machines and email, Kofax provides an interface for customized import over web services. If you already have a portal, file system or FTP site where documents reside, you can leverage this interface to import documents into Kofax. - <CLICK> The validation UI can also be customized according to your requirements and custom business rules can be added so that data is processed in uniform ways - <CLICK> Kofax has over 100 supported export connector but there’s also an API that allows you to connect to any back office application over .NET or web services. - <CLICK> Custom processing on documents with their own UIs can also be inserted via custom modules - <CLICK> Documents can be routed to specific users or back through other queues via customer workflow agents - <CLICK> Custom information can be extracted or validated against databases or other back office systems during the extraction or classification process. - <CLICK> Finally, custom UI elements can be created in any module with a user interface for customized administration, authentication, or data exchange