With the explosive growth of mobile devices, today's customers desire rapid response from the companies they do business with from the first moments of engagement. This presentation discusses how you can leverage mobile technology during these initial interactions – the First Mile – to gain competitive advantage, streamline business processes, and improve customer response time.

1. Kofax Connect
Making the First Mile of Business Smarter™

2. 1. What is the First Mile™?
2. What’s the challenge of the First Mile?
3. How do I get there from here?
4. Demonstration
2
Agenda

3. Technology Has Changed How We Interact….
 We live in a very connectedworld
 Organizations haveto respondto the changes in
how people interact
 Companies that get this right will win… the others?
 What can you do to help?
Let’s explore
how we got
here…
3

4. Systems of Record run your
business…
 They are your ERP, CRM, ECM
and other enterprise systems
 You’ve invested heavily in these
systems over the years
 You’ve made them as efficient
as you can
4
The Past 20 Years
ECM
BPM
CRM
ERPSoR

5.  Systems of Record are only as
good as the information that goes
into them
 Kofax helps you fuel these
systems with the right
information and content
But…business is changing
5
Information Drives Value
ECM
BPM
CRM
ERPSoR

6.  Information is more complex
 Channels are more varied
 Change is a constant
This creates a challenge for
Systems of Record
6
It’s a Changing World
ECM
BPM
CRM
ERPSoR

7.  IT is becoming ‘consumerized’
 Consumers are more
demanding
 Customers want instant
access and rapid response
 Cloud-based solutions
create a 24/7 service
expectation
These are Systems of Engagement…
7
It’s a Changing World
ECM
BPM
CRM
ERPSoR

8. It is important to execute well across
all our business processes….
But it is critical to excel in the first
part of the process.
What Does This Mean for Your Organization?
...we call this “The First Mile”
8

9. This is the business
critical first mile of
customer
interaction!
The First Mile™
9
Systems of Engagement Systems of Record

10. Kofax Vision and Mission
Mission
To dramatically transform and simplify the business
critical First Mile of customer interactions
Vision
To make the First Mile™ of business
smarter
Value
In doing so, organizations can significantly increase
their responsiveness to customers, provide a higher
level of service, gain competitive advantage and better
manage and grow their businesses while also greatly
reducing operating costs.

11. Market Evolution & Growth
11
Market Size
1M
100M
1B+
1985 1990 1995 2000 2005 2010 2015
$0
$1B
$2B
$3B
$4B
$5B
100K
500K
Smart Phones & TabletsUsed by
Employees & Customers
Desktop Scanners& MFPsin Highly
Distributed Front Offices
MidRange Scanners in Distributed
RegionalOffices
ProductionLevel Scanners in
Centralized, Back Offices
Monolithic PageScanners in
Centralized BackOffices
“Everyone has a scanner
in their pocket today.”
Geoffrey Moore,
Best-selling Business Author

12. 67% consider mobile devices to be important to improvingbusiness processes
45% believe mobile devices would improve their speed of responseby > 3X
Yet >75% havemadeno progress toward these goals
Importance of Mobile
Financial Services
•Customer onboarding
•Mortgage & loan apps
•Appraisals
•“Trailing documents”
Healthcare
•New patient onboarding
•Clinical documentation
•Medical claims submission
•Revenue cycle management
Government
•Citizen benefit enrollments
•Claim submissions
•Licenses, permits & renewals
•“Trailing” documents
Source: AIIM – April 2012
Insurance
•New policy quotes
•Customer onboarding
•Claim submissions
• “Trailing” documents

13. Benefits of Mobile Capture
13
Source:
AIIM Study: Distributed and Mobile Capture, 2012
0% 10% 20% 30% 40%
Immediate feedback/approval at customers home/business
Supporting data can be validated closer to the customer
On-the-spot proof-of-identity/signature capture
Case workers/inspectors/professionals can access and update case-files on-site
Fewer lost forms or dropped processes
Traveling/remote staff can initiate or sign-off process
Savining in physical transporting/handling/storage costs
Field staff can trigger processes without going-back-to-baics
Process is triggered in minutes, not hours or days
0% 5% 10% 15% 20% 25% 30%
Greater geographical reach possible
Moves handling and/or keying costs to the customer or…
Better tracking of incomplete or abandoned processes
Supporting data can be immediately validated
Provides a 24/7 service
Supporting documents more likely to be at hand
Improves customer experience - more in control
Self-service - reduces time/costs for frontline staff
What would be the three biggest benefits fromextending distributed capture to the
home, portable or mobile devices of your…
What would be the three biggest benefits from extending distributed capture to the home, portable
or mobiledevices of your agents/customers/citizens/suppliers?
 Reduced time
& cost
 Process
efficiency
 Customer
self-service
 Improved
compliance
 End-to-end
visibility
 Better quality
Employees
Customers

14. Systems of Record
are enterprise applications
designedfor internal purposes
Kofax – The Essential Link
Kofax
provides an essential link between
systems of engagementand systems
of record
Results in
an Optimized
Customer
Experience
&
Greatly
Reduced
Operating
Costs
14
Systems of Engagement
generate real time,
informationintensive
communicationsfrom customers

15. Kofax Value
15
ImageCapture
Process Management
Extend to Pointof Origination™
ContentCapture

16. Point of Origination™: Extending Systems & Processes
16
Point
of
Origination
Systems &
processes
Productionscanners
Centralized
back office
Agents & Field
Workers
Smart phones &
tablets
Customer
locations
Smart phones &
tablets
Desktop scanners&
web portals
Remote
branch offices
MFPs
FAX
Electronic

17. Kofax
TotalAgility™
Extending Your Investment
17
ERP
ECM
CRM
BPM
Kofax Capture™
Kofax Transformation Modules™
Kofax Import Connectors™
Kofax CommunicationServer™ Kofax Front Office Server™
Kofax
Mobile Capture™
Kofax Web Capture™
Kofax Analytics
for Capture

18. First Mile Solutions
First Mile™ challenge: Information intensive interactions with an organization
 Labor intensive, slow, error-prone
 Can adversely affect perception of your business
18
First Mile Solutions
Increase customer responsiveness
Minimize need to modify existing enterprise applications & repositories
Provide an essential link between “systems of engagement” &
“systems of record”…
Eliminate process latency in a mobile world

19. Smart Process Applications
19Source: Forrester – August 2012
Support business processes that are:
 People intensive
 Information intensive
 Highly variable & unpredictable
 Loosely structured &
subject to change
 Collaborative
and require these five capabilities:
Awareness
of relevant data & content
Capture
of documents& forms Analysis
of targeted
inputs
Business
Process
Management
to managethe
steps of an activity
Collaboration
to createcontent

20. Kofax Smart Process Applications
20
Awareness
of relevant data & content
Capture & Output
of documents & forms
Analysis
of targeted
inputs
Business
Process
Management
to manage the
steps of an
activity
Collaboration
to create content
EmbeddedBI & analytics
Both process& data analytics
Monitoring,reporting & dashboards
Simulation& predictive modeling
ETLcapabilities
Recognizes and processes
key metadata to speed up
processes
Integrates with allinformation
sources
Leader in Forrester
MultichannelCaptureWave
Captures paper & electronic info
at Point of Origination™
Collaboratevia email, IM, SMS & MMS
Integration with MicrosoftSharePoint,
Dynamics, Office365, Lync & Exchange
Server
Leader Forrester Dynamic
Case ManagementWave
On-Premiseor PaaS
Manageunpredictable
processes

21. Workplace Safety & Insurance Board
Challenges
 > 1,000 claims per day, > 240,000 per year
 40,000 pages of paper & faxes / day
 Processing is labor intensive, slow, prone to errors & expensive
 Difficult to provide a responsive level of service
 Systems of record can’t accommodate e-Business
No fault workers compensation insurance for > 230,000 employers with >
4.5M employees. Third largest group insurer in North America
ExpectedBenefits
 Move to electronic input via mobile devices
 Faster & more accurate processing via automation
 Greatly reduced operating costs
 Improved customer service
 All withouthavingtouchtheir systems of record
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22. For further information, please contact:
Phone: 949-783-1333
Email: contactme@kofax.com