1. ECM Automation Systems
Your Business Processes.
Streamlined.

2. ECM Automation Systems – Where?
• “Paper”-Centric Process
• Supporting Documents
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Loans – Mortgage, Auto…
Life Insurance Applications
Retirement / Investment Accounts
Employee Applications & Onboarding
Government – Benefits, Permits….
University Applications
Invoice Processing
And more…

3. ECM Automation Systems – Why?
Automation Delivers:
• ROI < 9 months.
• 50%+ increase in Productivity.
• Improved Customer Satisfaction.
• Accelerated Revenue Cycles
• Enhanced Compliance
• Actionable Analytics.
Prove It!

4. ECM Automation Systems - What?
Smart Repository + Smart Workflow
Additional Components may include:
• Secure Web/Portal
• OCR-as-a-Service
• Records Management
• Enterprise Integration
• Zia OneView ™ - Actionable Analytics

5. ECM Automation Systems
Case Study

6. The loan process is
intensive and
costly

7. Zia Loan Automation
System Delivers:
Rapid ROI (< 9 months)
50% > Process Improvement
Accelerated Revenue Cycles
Compliance
Actionable Analytics

8. Why
now?
• Competition
• Increased Risks
• Leverage New Technologies
• Increased Costs (Compliance & Storage)

9. Where: Origination & Underwriting
Automating Borrower Documents
• W-2’s, 1040’s, Bank Statements, 401k’s & more…
• Paper, Fax
• Email, Borrower Upload
Zia Loan Automation System
• Secure Borrower Site
• What Is It?
• What is On It?
• Is it Fraud?
• Where does it go?

10. Where: Closing
• Closing Preparation – Cut time by
50% to prepare accurate HUD-1
• Integrate with Loan Origination
Systems
• Monitor Email, Fax, Electronic
paper from Settlement Agents

11. Where: Post Closing
• Classify 500 – 700 page closing
documents + Extract critical data
• HUD-1 – up to 1600 fields
extracted
• GFE, TIL, State docs…
• Company Delivered Documents
• Paper
• Electronic Paper
• eForms
• Sort & Stack for Investor Delivery

12. How - Smart Repository
• mFolder – docs + metadata
• Borrower Uploads, Email Integration
• Enterprise Document Management
• Version Control
• Enterprise Search
• “Paperless Underwriting” – including
Annotation (Markup) of Documents
• Automatic Records Management

13. How – Smart Workflow
• Status – New, WIP, Complete
• Routing – Review, Approve
• Classify & Extract
• Declare Record

14. Additional Components
Borrower Site/Portal
• Secure Customer Login
• Loan Origination
• Upload Documents
• Check Status
• Unique Landing Page
• Simple Design & Branding
• Asset Re-use Across Sites

15. Additional Components
OCR-as-a-Service
In-Process Capture™ (IPC)
• Classification & extraction optimized for use
WITHIN your document repository
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Capture by users within business process – by
borrower, by document

16. Additional Components
OCR-as-a-Service
Advanced Closing Extraction™ (ACE)
• Classification for Hundreds of Closing Document Types
• Extraction for Critical Closing Documents
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HUD-1, TIL, GFE
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State specific documents (CA, IL…)
• Tested/Validated with Leading Mortgage Company

17. Additional Components:
Enterprise Integration
• Zia LAS + Your LOS
• In Process Integration
• LOS Integration
• Point-to-Point
• Enterprise Service Bus

18. Additional Components
Actionable Analytics
•
We said we save you time, we can
prove it.
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Compliance & Management Metrics
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Reporting / BI Integration
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Managed by Zia OneView ™

19. The Business Results
Time Saved – 50% reduction
Enhance productivity and
reduce mistakes
Save money

20. Demo!

21. ECM Automation Systems –
Where Else?
Life Insurance Applications

22. Automation Case Study
Regional Life Insurance Company
New Life Insurance Applications
• ~500 Unique Forms
• ~ 6 million docs/year
Expensive + Slow + Error Prone
• Agents – Upload to ECM system
• Customers - Paper, Email, Fax
• 3rd Parties – Paper to EDI (Lab
Results, Medical Forms)
• Email/Fax – Print & Re-Scan
Previous Solution – More People.

23. Zia Insurance Automation System
Results:
• Quick Wins with Discrete Projects
• Automate Classification
• Forms – Version Control +
Redesign + Rationalization
• Customer Portal
• Automate Extraction
• Actionable Analytics
• Reduced Costs
• Reduced Delivery Time to
Underwriting = Time to Revenue
• Reduced Error Rates

24. Questions?

25. Automation Case Study
Human Resources
Employee Onboarding
• Paper or Electronic Documents
• Application = “Structured” Data
• Supporting Docs (I-9, W-4, Employment
Agreement, Confidentiality Agreement, and more…)
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Structured
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Semi-Structured
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Unstructured
Current (Manual) Process:
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Costly
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Slow
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Error Prone

26. Zia HR Automation System
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Secure Employment Portal
Unique “eFolder” – upload, email-in
Advanced Workflow (New, Pending, Complete)
Classification & Extraction with “In Process Capture”
Records Management (EasyRM)
SAP HCM Integration

27. Automation Case Study
Accounts Payable
What’s the Problem?
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Vast Majority are still “paper” invoices
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Current (Manual) Processes are Costly, Slow, Error
Prone
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Lack of Strategic Insight
Why so difficult?
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“No two invoices are the same”
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Where to find PO Number, Invoice
Number, Taxes, Grand Total, Supplier Details
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Past approaches haven’t worked (Templates, List of
Variables)

28. Zia Invoice Automation System
Invoice Automation System Modules
• Secure Vendor Site / Portal
• vFolder – upload, email
• Classification & Extraction
• Mailroom Automation and/or
• In Process Capture
• Secure Collaboration – view & annotate
• Records Management (EasyRM)
• ERP/Accounting Integration