ECM: Bridging Content Process and Compliance Divide
1. Newgen Overview
• Software Products in Business Process Management, Investors
Enterprise Content Management & Customer
Communication Management
• 800+ installations across 40 countries
• Solutions for Banking, Insurance, Healthcare, BPO/SSCs, Offices
Telecom and Government USA
• Credited with world’s largest implementations UK
UAE
• Innovative culture, Consistent R&D investments, 35 patents
Malaysia
• Employee strength 1100+ India
• Certified for ISO 9001:2008, ISO 27001:2005 and CMMI Level3
9/26/2012
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2. Newgen Overview - Industry Recognition
2010 ECM & 2010 BPM MQ Reports Very Large Installations
Emerging India Award for IT, ITeS and ICE Fastest Growing
Market Leader in DM & WF Market Leader
Innovator in ECM Innovator
Significant player in Banking Significant Player
2009 Red Herring 100 Global Winner Global Winner
2011, Layna Fischer Award for Adaptive Case Gold Award
Management Solution
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3. Our Global Customer Relationships
Banking &
Finance
Insurance
BPO &
Shared
Services
Telecom
Others
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4. Spectrum Of Enterprise Content
Transactional Content Collaborative Content Persuasive Content
Types of Content Types of Content Types of Content
• Scanned images/Forms • Office documents • Web content/Rich Media
• Computer reports • Web content • Product catalogs
• Fax • Corporate records •Collaterals
• Document correspondence • Messages • Blogs/wikis
Examples Examples Examples
• Invoices • Sales proposals • Statements
• Loans • Technical documentation • Business Correspondence
• Claims • Business plans • Websites
• Account Opening Forms • Legal Contracts • Multichannel marketing
• Corporate communications
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Source: Adapted from Forrester
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5. ECM: Bridging the Content, Process &
Compliance Divide
Collaborative
Working
Process Execution
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6. Accounts Payable Process
ERP AP Process Manual Activities
Register PO (3WM) Invoice GRN
Receive Invoice
Invoice
2WM/ Non PO
Invoice Manually Sign
Processing Invoice
Documents
not Exceptions /
Missing Documents
Invoice Posting
Notification to
available to
vendor via mail,
the users telephone, fax
Voucher Info
Update
Payment Info Physical documents
Update for the intended
users for Approval
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7. AP Process Challenges
Traceability of instruments before ‘Registration in ERP’
• Right from collection point
Physical Document Movement for Approvals and Payment
Authorizations
No audit and tracking facility for actions taken on exceptions
Exception handling incase of discrepancies in invoice
leading to non-entry in ERP
• Ex: New Vendor; Invalid Invoices
Suggestions and Verifications from experts while processing
• Tax consultation with Finance
No control over escalation and exception handling
• Happens through excel sheets and email
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8. AP Process – Post Automation
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9. Newgen ECM Product Suite
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10. Revolutionizing Mobile Capture
• Mobile device for capturing content close to the point of origination to reduce
the processing time drastically
• Leveraging Mobile’s camera and connectivity power for
efficient content capture
• Mobile Application
• Intuitive GUI to capture multiple images & metadata
• Advanced imaging for better compression
• Seamless integration with server application
• Server Application (Patented mDQA):
• Enhances Images quality (Brightness / Contrast, Noise,
Perspective correction etc.)
• Analyze defects that need recapture (Blur, Out of Focus)
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11. One of the largest ECM Implementations
worldwide at a Leading Insurance Firm
• Organization Background
• 190+ million customer base with over 250 million customer records and 4 billion physical
documents
• Wide geographical spread to cover even the remotest locations
• Decentralized operations with fully empowered branch offices
Head Quarter Central
Offices
Zonal Zonal
7 Zonal Offices
Office 1 Office 7
100+ Divisional Divisional Divisional
Offices Office 1 Office 100
Branch Branch Branch
2000+ Branches
Office1 Office 2 Office 2048
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12. One of the largest ECM Implementations
worldwide at a Leading Insurance Firm
• Business Needs
• Anytime Anywhere Customer service
• Cycle time reduction for processing
• Cost reduction
• Documents to be accessible from Core Application
• Disaster recovery
• Solution Implemented
• Enterprise wide ECM System deployed in a semi centralized
architecture
• Capture and Upload with a proper Governance framework
• Independent repositories at Branch Offices with consolidation
happening at Divisional Office and automatic data synchronization
• Federated search
• Integration with Core Insurance Application
• RMS at Division Offices for managing Warehouses
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13. One of the largest ECM Implementations
worldwide at a Leading Insurance Firm
• Benefits • Key Highlights
• Customer service from any location • Archival of 4 Billion Pages
• Anytime anywhere access of • Federated search among 2048
customer records repositories
• Reduced Turn Around Time • 25000+ users
• Huge Savings due to office space • Built using open source platform
optimization
• 100% Compliant against regulatory
norms RHEL 4.0
• Active DR Site
• Winner of Red Hat Award
“Newgen’s implementation lead to reduction in storage cost of our business dramatically
which financed the total cost of deploying the enterprise wide solution with us.”
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14. Why Newgen?
Partner who delivers Partner who understands Partner who helps to
you business results your business grow your business
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16. Our Global Customer Relationships
Banking &
Finance
Insurance
BPO &
Shared
Services
Telecom
Others
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Hinweis der Redaktion
More than 100 banks and Insurers across the globe use our solution which include world’s top <> banks7 of the top 10 BPOs use our solution
Lets look at the spectrum of content in an organization. Broadly they can be classified into three categories: Transactional content, Collaborative Content and Persuasive ContentTransactional content are the one’s that generally originate outside the organization either through customers or partners and it triggers the start of processing. Content volumes are high and processes are long running. Typical examples are Invoices, Claims, Application formsCollaborative content are generated inside the organization by teams, departments, individuals within the organization. Typical examples are Proposals, business plans, contracts etc.Persuasive content is outward facing and it influences external audience like customers, prospects, partners. Typical examples are statements, corporate communication, website etc
Lets look at how the tools and technologies of ECM helps in bridging the Content, Process and compliance divide.Content Capture helps in capturing and organizing the content that can be in form of physical documents, emails, data from portals etc. The organized content is stored in Document management system for its anytime anywhere availability. People working on different business processes can access these content from anywhere making the collaborative working and decision making fast and efficient. Right content for the right user makes them more productive and enhances their decision making capabilities. Dashboards provide real time visibility of the processes for effective reporting and monitoring. Customer communication tools helps in easy design and delivery of persuasive content to different delivery channels which can be in the form of print documents, mails or Mobile content.Record Management helps in defining policies to meet the regulatory compliance norms. Depending on the content typepolicies for retention and disposition can be defined for long term archival
Reduced TAT on two accounts – exceptions that were handled at higher locations and data accessible from the core system
More than 100 banks and Insurers across the globe use our solution which include world’s top <> banks7 of the top 10 BPOs use our solution