John Mancini, AIIM President; Jaspar Roos, Chief Inspiration Officer, XL family; & Giulio Battistini, CEO & Founder, CumulusPro

1. In associationwith: Presented by:
Who's Afraid of Mobile Capture?
Presented4 June2015

2. In associationwith: Presented by:
About AIIM
AIIM is the Global Community of
Information Professionals
AIIM believes that the information systems
we use at work should be
simple, secure, and available
anywhere, anytime, and on any device.
Our mission is to improve organizational
performance by empowering a community
of leaders committed to information-driven
innovation.
Learn more at www.aiim.org

3. In associationwith: Presented by:
AIIM Presents:
Who's Afraid of Mobile Capture?
John Mancini
President
AIIM
Jaspar Roos
CEO
XL family
Giulio Battistini
CEO & Founder
CumulusPro

4. In associationwith: Presented by:
Introducing our Featured Speaker
John Mancini
President
AIIM

5. In associationwith: Presented by:
There have been five main eras in managing the
people/process/information intersection.
Paper
Micro-
graphics
ERP
DM and
Workflow
ECM

6. Paper
Pre 1960s
Centuries of
best practice
Documents
at core
Archive
focused
Micrographics
1960s& 70s
Small # of
vendors;
paper proxy
Single HW
technology
Defined user
universe
ERP
1980s
Documents
still often
paper
Sale to C-
Suite
Expensive
and complex
DM & Workflow
1990s
PCS, LANs,
and
Documents
Mission
critical
processes
Document
specialists
ECM
2000s
Suites and
acquisitions
“Enterprise”
layer
SharePoint
emergence

7. In associationwith: Presented by:
The Three Disrupters

8. CONSUMERIZATION is transforming what users expect
from applications and how we deliver them.
We are now in the era of user-centric IT.

9. CLOUD AND MOBILE are creating an expectation of
anywhere, anytime access and transforming how we
engage with customers and employees.

10. THE INTERNET OF THINGS is generating massive amounts
of new data and information, creating enormous new
challenges and opportunities.

11. Enterprise
• BECOMING…
• Mobile
• Global
• Open
• Engaged
• Agile
• Adaptive
Content
• BECOMING…
• Complex
• Invaluable
• An asset
• Source of
advantage
Management
• BECOMING…
• Social
• Collaborative
• Open
• Flexible
• Inclusive
• SaaS
How is “ECM” morphing as a result of
these disruptors?

12. In associationwith: Presented by:
Paper
Micro-
graphics
ERP
DM and
Work-
flow
ECM ???
The impact -- We are now beginning the
transition to a sixth era in managing people,
processes, and information, and mobile is at the
heart of this transition.

13. In associationwith: Presented by:
60% = “Gaining user
adoption has been a
big problem for our
ECM project.”
2015 ECMsurvey -- AIIM

14. In associationwith: Presented by:
WHY?

15. In associationwith: Presented by:
1 -- Mobile Access is a Problem…
• Although 29% are in the process of planning or rolling
out mobile access, only 39% currently provide mobile
access of any sort.
– Only 11% would describe that as universal access
across all staff
– Only 5% also providing mobile access to project
partners.
Source: 2015 ECMDecisions,AIIM

16. In associationwith: Presented by:
2 -- Mobile Usability is a Problem…
• Most mobile functionality restricted to search and view
access, and this may well be through the browser rather
than a dedicated app, limiting offline capability.
– 55% have no app-based capability.
• 37% prefer their workplace social platform to be an
extension or module of their ECM system, rather than a
separate best-of-breed product.
– But only 13% provide an approved “business-grade”
system.
• 62% are still strongly reliant on their file-share.
Source: 2015 ECMDecisions,AIIM

17. In associationwith: Presented by:
3 -- Mobile Capture is a Problem…
• Only 12% have dedicated mobile e-forms for initiating or
interacting with on-prem processes.
• 71% of organizations have scanning and capture systems,
and for 25% capture is incorporated in their ECM system
– But only 36% are making significant progress towards
paper-free processes.
• Only 30% have integrated multi-channel inbound
capture.
Source: 2015 ECMDecisions,AIIM

18. In associationwith: Presented by:
3 key ECM strategy requirements moving forward:
1. From a usability perspective, think mobile first.
2. Tap into mobile capture opportunities to push
capture closer to the point of origination.
3. Remember that “Capture” is more that just
scanning.

19. In associationwith: Presented by:
Where should our people put their “stuff” so that it
is…
Secure, shareable, and searchable so my
ORGANIZATION can accomplish its goals
and…
Works the way they work and is useful to THEM in
getting their job done.

20. In associationwith: Presented by:
Introducing our Guest Speaker
Jaspar Roos
Chief Inspiration Officer
XL family

21. Mobile capture and trends
Jaspar Roos

23. XL family
Continuous Innovation

24. 24

25. CREATING VALUE
THROUGH DIALOGUES
CORPORATE VENTURING
OF ABN AMRO

26. The world
Is changing

27. 1993

28. 2012

29. 2014

30. 2015 – Autumn/ Winter season

37. From 65 to 15 years

40. The longer Uber has
been in a city, the less
willing to wait for a car
everyone becomes.

49. 49

50. 50

51. 51

52. Every organization is
perfectly designed to get
the results it gets

54. The big challenge for banks: Speed!
Imagine the speed of payments:
From two days to 1 second with
new startups like Ripple

55. A lot of this has to do with
paperwork and legacy
systems

56. Many control structures

57. If you would become CEO
of a bank today,
what would you do?

58. "A good hockey player
plays where the puck is.
A great hockey player
plays where the puck is
going to be."

60. Creating a mobile capture
system throughout all
processes will dramatically
improve the acceptance of
banks!

61. Think the speed you can win at
Mortgage & Loan applications
Credit reviews
Customer care
Compliance

64. Jaspar Roos

65. In associationwith: Presented by:
Introducing our Sponsor Speaker
Giulio Battistini
CEO & Founder
CumulusPro

66. © CumulusPro 2014
CumulusPro
Mobile Capture
June 2015

67. CUSTOMER
• Excluded
• Passive
• Static
ORGANIZATION
• Hierarchical
• Systemof Records
• Business Users
Traditional Customer - Organization
Relationship
674-Jun-15

68. CUSTOMER
• Active
• Engaged
• Self Service
• Browsers
• Mobile Devices ORGANIZATION
• Interaction
• Communication
• Collaboration
• Agility/Speed
Now it’s the Age of the Customer
684-Jun-15
Consumerization
Cloud

69. CumulusPro Mobile Capture Solution
Bank/Insurance etc.
Internet
Employees/Customer

70. Why do we need a Mobile Capture App?
704-Jun-15

71. Problems with mobile cameras
714-Jun-15
• Incomplete documents
• Images with furniture,floors in the background
• Tilted, blur images
• File size, file types etc.

72. CumulusPro Mobile Capture App
724-Jun-15

73. Customer Engagement…
734-Jun-15
Banking
New Account Opening
Credit Card Application
Loan Application
Mortgage Documentation
Document Portal
Invoices
Cash Receipts
Tax Documents
Contracts
Correspondence
Proof of Delivery
Insurance
New Account Opening
Investments
Claims Submission
Legal
Risk Assessment
Questionnaires
Identification…

74. CUSTOMER
CHALLENGE
• Customer sends paper claims
to be scannedandprocessed.
• Today,customers use mobile
devices to snapa picture and
don’t send paper anymore.
• This “uncontrolled
environment” leads to:
• Hugefiles,unknownfiletypes
• Unprocessableimages
• Dramaticincreasein email andphone
call costs.
• Massive increase of costs for
Service Provider and Insurance
744-Jun-15
Case Study – Claims Submission
BEFORE CUMULUSPRO
Send photo
of Claim via mobile
SERVICE
PROVIDER
HEALTHCARE
INSURANCE
Payment claim
to consumer
Transactionfor
payment claim

75. 754-Jun-15
Case Study – Claims Submission
SOLUTION WITH CUMULUSPRO
HEALTHCARE
INSURANCE
OUR SOLUTION
• Implement CumulusPro
Mobile Capture
• Centralisedcontrol ofall
settings of the device
• Intuitive User Interface
• Snap a perfect image
• Secure,encryptedtransfer
• Metadata (Policy Number)
• BENEFITS
• “Self Service” vision
• Improveduser experience
• Control,visibility,analytics
• Automatedprocessing
• Reducedcost of transaction
• No Capex,all Opex
• Short implementationcycle
SERVICE
PROVIDER
Send photo
of Claim via mobile
CUSTOMER

76. Demo Mobile Capture App -
764-Jun-15

77. Demo Mobile Capture App -
774-Jun-15

78. 784-Jun-15
What Options do you have
• You don’t have an App
– CumulusPro “out of the box”
– Own Logo/Colors etc.
– Eg. Doccare
• You already have an App
– Use our SDK
– Eg. Peax
All available for iOS/Android/Windows*

79. • We understand Apps and Capture
– A team who has build it before
– Best practices
• We are “quick to value”
– Don’t build, don’t buy, Just use
– Not just the mobile app, it’s a complete solution offering
– We deploy 5 to 10 times faster than competition
– Pay what you transact (manage your risk)
• We are a step ahead
– Truly cross platform Mobile App’s
– New also for Responsive Websites (browser)
794-Jun-15
We are the BEST option

80. 804-Jun-15
Bank Web
Server
Bank
Authentication
Server
iConnectorServer
Customer/Employee Bank, Insurance etc.
Internet
Web Server
CumulusPro
Services
Admin Panel
Configuration
Settings
Analytics
Statistics
Reports
Dashboard
Verify user
User startsthemobileapp
Token ‘xyz’
User capturesimage
User enters metadata andclicksUpload
Uploadingin progressDocumentUploaded

81. CumulusPro complete solution
Bank/Insurance etc.
Internet
Employees/Customer
Validation/Approv
al etc.
Process Platform
Extractions, Classification

82. 824-Jun-15
Case Study – Claims Submission
SOLUTIONWITHCUMULUSPRO
HEALTHCARE
INSURANCE
CUSTOMERS
OUR SOLUTION
• Implement CumusPro Mobile
Capture
• Centralisedcontrol ofall
settings of the device
• Intuitive User Interface
• Snap a perfect image
• Secure,encryptedtransfer
• Metadata (Policy Number)
• BENEFITS
• “Self Service” vision
• Improveduser experience
• Control,visibility,analytics
• Automatedprocessing
• Reducedcost of transaction
• No Capex,all Opex
• Short implementationcycle
SERVICE
PROVIDER

83. With our easy to use Cloud-based Customer Engagement Management solution,
we simplify how businesses and the public sector engage, interact and
collaborate with their consumers, users and citizens.
We provide an unprecedented, pleasurable user-experience and empower the
users to interact from anywhere, anytime and with any device which leads to
higher customer satisfaction, retention and loyalty.
834-Jun-15
What We Do
CONSUMER ORGANIZATION

84. CumulusPro WINS
844-Jun-15 844-JUN-15
FreeVersionWithSubscriptionPlatform
8.000 Users
75.000 Users

85. 85
QUICK STATS
• In the document capture/process industrysince 1992
• Deep understandingofcloud technologies
• Partner Model Experience in Europe,Asia and the US
BACKGROUND OF THE TEAM
• Founded 2012
• 22 headcounts
• HQ in Singapore
MASTER PARTNER
• SPIGRAPHEMEA
(IN 16 MARKETS)
PARTNERS
• 15 AUTHORIZED
IN EUROPE
• 7 AUTHORIZEDIN
ASIA/INDIA/AU
• 1 PARTNERIN US
Who is CumulusPro?
OFFICES
- MALAYSIA
- AUSTRALIA
- SWITZERLAND
HEADQUARTERS
- SINGAPORE

86. © CumulusPro 2014
Follow Giulio Battistini
LinkedIn:
https://sg.linkedin.com/pub/
giulio-battistini/20/951/412
giuliobattistini
Twitter: @Gib1307
Mobile +41 79 258 48 95
Email: Giulio.Battistini@cumuluspro.com

87. 87
About Spigraph Network:
The Go-To Company for Document Capture & ECM
20+
years
in business
N°1 Provider
for capture and image
processing software
100 000+
service contracts
350+
people focused
on capture
Almost 40%
of all document scanners
in EMEA sold in 2013
€130 + Mio
annual revenue
with capture
6000
authorized partners
40+ countries
N°1 Supplier
for document scanners
in EMEA
1000+
ECM
customers
in DE/CH
87

88. 88
Interested in Learning More?
Contact Us:
Jennifer van Lent, Spigraph Network
Director, Channel and Solution Marketing
jennifer.vanlent@spigraph.com
Mobile: +31 6 23 850 131
LinkedIn: https://nl.linkedin.com/in/jennifervanlent
Twitter: @JenniferVanLent
Spigraph Network is
the sole distribution
partner of CumulusPro
in EMEA
Follow Jaspar Roos
LinkedIn:
https://nl.linkedin.com/
in/jasparroos
Facebook:
https://www.facebook.
com/jaspar.roos
Twitter: @jasparroos
Follow Giulio Battistini
LinkedIn:
https://sg.linkedin.com/pub/
giulio-battistini/20/951/412
giuliobattistini
Twitter: @Gib1307

89. In associationwith: Presented by:
QUESTIONS?

90. In associationwith: Presented by:
AIIM Resources
www.aiim.org/research
Download AIIM Studies

91. aiim.org/training
• EnterpriseContent Management
Improve customer and staff engagement,
ensure compliance, and automate
business processes.
• Business ProcessManagement
Map, design, and automate operational
processes for your organization using a
combination of strategies, change
management, and technologies.
• Taxonomy & Metadata
Optimize navigation, findability, and
information discovery through content
classification.
• InformationGovernance
Create an information accountability
framework that reduces costs, manages risk,
and optimizes value.
• Managing Records& eDiscovery
with SharePoint 2013
Manage records, ensure compliance,
and prepare for civil litigation requests.
• Electronic RecordsManagement
Know what to keep and what to discard as
volume, variety, and velocity of digital
information intensifies.
AIIM Training

92. In associationwith: Presented by:
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93. In associationwith: Presented by:
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95. In associationwith: Presented by:
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(ECM)
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(BPM)
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 Electronic Records Management
(ERM)
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 Web Content Management
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97. In associationwith: Presented by:
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