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Intelligent Document Capture
    & Processing Solution


    Collaborate : Discover : Grow




                                    1
THINGS TO COVER
Challenges in storage of documents
Drivers
AxonShare ‘Value Proposition’
Content Capture & Processing
Engagement Process




                                     2
“We fight these day-in & day-out…….”

Challenges


                                       3
Status-quo of document storage
Before




                             Physical
                             Storage &
            Shared Folder
                             Shared Folder
                             • Productivity
                             • Compliance
 Physical                    • Collaboration
 Storage




                                               4
Status Quo
Can’t find documents
 •   Physical storing of documents
 •   Also using Shared Folder
 •   Workers spend hours managing and searching for info
 •   No centralized online Search
Takes long to locate the information
Can’t find the Right Version
Content from Multiple Sources
Information is not Distributed in Time to be Useful




                                                           5
“We are doing just fine……why do we need to adopt Collaborative
Content Management solution”

Drivers


                                                                 6
Drivers
Risks
•   Physical storage prone to loss & damage – fire, theft
•   People dependencies – people leave along with knowledge
•   Litigations

Changing nature of Business
•   “On-Demand” service expectations from customers both internal & external
•   Multi-culture integration – tie-ups with foreign firms / servicing of
    international clients
•   Complex transactions – cross border mergers, acquisition, Intellectual
    Property matters etc.

Regulatory Compliance
•   Records Management to preserve, retrieve, and produce electronic data
•   E-filing

Changing Nature of Technology
•   Collaboration, Social Networking, and Knowledge Management
•   Direct impact on workers productivity

                                                                               7
All this necessitates a greater need for:

•   Centralized Document Management
     •   To store and manage Digital information and other office
         activities such as Emails.

•   Document Collaboration
     •   A business document needs multiple inputs from workers with
         different expertise, associates, and clients spread all over
     •   Ability to concurrently access and work together on the same
         file

•   Visible Conversations
     •   Make knowledgeable Interactions accessible to rest of the
         organization and not just few individuals

•   Harnessing & Sharing Knowledge
     •   Tools to capture and share knowledge such as Wikis, Blogs,
         Forums, Smart Tags etc.
                                                                        8
“What is AxonShare?”

AxonShare Overview


                       9
AxonShare
AxonShare is Collaborative Content
Management solution that connects
workforce with organizational content.                 Document
                                                      Management


Facilitates Collaborative creation,
organization, and search of all content.

Manages Content Lifecycle and Track        Social
Changes.                                 Networking   AxonShare    Collaboration




Helps organizations address the
challenge of Knowledge Sharing by
allowing users share:
 •   workspaces,                                        Records
 •   documents, digital content, and                  Management

 •   collaboration applications
 within a secure, unified environment

                                                                          10
AxonShare connects content with users
Before                         After

                Shared Drive




      Shared Drive

    • Productivity              Shared      Smart Rules
    • Compliance                                          Web
    • Collaboration             Drive       Based
                                                          Access
                                Interface   Repository

                                                              11
“How do we do we automatically capture and process physical
documents….?”

Content Capture &
Management Process

                                                              12
Doc Preparation                         Validation                      Release
  • Create Batch                          • Verify the metadata applied   • Release the doc filled with
                                            by OCR s/w                      metadata into AxonShare
  • Create Barcode Separator
    sheets                                • Make changes manually if        Repository
                                            required                      • Watch Release Status
  • Insert Separator sheets to
    identify ‘doc type’ & ‘EOD’



Scanning                                 Indexing
[Scanner integrated through              • Auto extraction of             Search
‘ftp’ with AxonShare                       metadata from Zones
Repository]                                                               • Search docs in
                                           applied                          AxonShare repository
•Scan Doc Batches >300 dpi
• Single Image file of entire batch
                                         • Option to manually edit          based on metadata
 created                                   the metadata                     applied
• Image auto dropped in mapped folder
 of AxonShare




  Configure OCR S/w                     Separate Docs
  • Create ‘doc type’
   templates                            • Load Images into OCR s/w
  • Create OCR Zones                    • Auto identifies the ‘doc
                                          type’
  • Map Metadata field with
   AxonShare Repository                 • Auto loads & compare the
                                          ‘doc type’ template with
                                          scanned image
                                                                                                   13
Network Scanner                                                                   Kick Off Workflow
                                             Scan Profiler
                                                                                Send out Notifications
     1                  Profiler processes
                        scanned images to:            After processing,               Dashboard
                        • Separate                    Profiler Releases the
                        • Index                       indexed docs as
Drops scanned           • Validation                  separate files
batches directly thru   • Release
‘ftp’ into the
AxonShare Repository
File System                          2                   3
                                                                         4

                                                               Released docs in
                                                               AxonShare Repository
                                                               ready for Searching
                                                               based on metadata
Shared Drive

                                 Sites, Smart Folders, Rules
  SAP        CRM               AxonShare Central Repository
                                                                                                  14
Automatic Metadata Extraction
     from Scanned Docs




                                15
Scanned Docs with Metadata in
    AxonShare Repository




                                16
Metadata applied to scanned doc




                                  17
“OK….how do we move forward now?”

Engagement Process


                                    18
Engagement Process
Review Paper Doc Volumes


  Identify Indexing Requirements,
  Process & Functional Roles


     Define Formats Requirements


        Customize & Configure Profiler
        Solution

           Solution Testing, Training &
           Deployment
                                          19
About InfoAxon
India’s First Open Source Integration Company

Established in 2001; Global presence with offices in UK & India

InfoAxon architect, develop and support ‘enterprise solution stacks:’
leveraging
 •   Open Standards
 •   Open Source Frameworks,
 •   Agile & Iterative development


Expertise in providing business solutions in key focus area of:
 •   Enterprise Content & Knowledge Management
 •   Web 2.0 & Social Networking
 •   Business Intelligence (BI) & Reporting


Delivered high performance business solutions in domains such as Public Sector,
Banking, Telecom, Services, E-Business and Manufacturing.

Growing Customer Base of 40+ Customers world wide
70+ employees; Expansion to 100+ employees by end 2010
Solutions Engineering Labs in Electronic City, Noida (India); others planned in India

                                                                                        20
Facts
  Software
                                      Impact                     Customers
Development
 5-6 platforms; More than 50                                     Leading London Social Housing
                                 250,000 Housing aspirants in
  custom applications in or                                                 Service
                                   London use our services
     around open source
                                                                 UK’s Second Largest Telecom
  More than 200,000 Lines of      85,000 sales quotes; Annual              Provider
      original OSS Code            Revenue GBP 300 million
                                                                   Worlds Largest Human
                                                                  Development Organization
More than 2000 man months of     Largest Open Source ECM uses
        Development              InfoAxon Calendar Component
                                                                     Leading Indian Banks
                                 12,000 UN Solution Exchange
 More than 100 separate Open
                                 Members will use our Platform
Source Technology Integrations                                        AIDS Development
                                    to capture Knowledge
                                                                        Organizations
  Adopted and Developed in
                                  30,000 AIDS community
almost all leading Open Source                                    World 3rd largest Air Force
                                 members will social network
  Development Technologies




                                                                                                 21
Key Customer Showcase




                        22
For more information about us, contact us at
                     sales@infoaxon.com


     Check us Out at http://w w w .infoaxon.com

          UK                                 INDIA

          InfoAxon Technologies UK Limited   InfoAxon Technologies
          Building A, Trinity Court          Limited
          Wokingham Road                     H-189, Sector 63, Noida 201
          Bracknell, Berkshire RG42 1PL      309
          United Kingdom                     India
          Tel: +44 1344 668048               Tel : +91 120 4350040
          Fax: +44 1344 668148               Fax : +91 120 4350079
          DDI: +44 1344 668458
23

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AxonShare_Scanning_Integration

  • 1. Intelligent Document Capture & Processing Solution Collaborate : Discover : Grow 1
  • 2. THINGS TO COVER Challenges in storage of documents Drivers AxonShare ‘Value Proposition’ Content Capture & Processing Engagement Process 2
  • 3. “We fight these day-in & day-out…….” Challenges 3
  • 4. Status-quo of document storage Before Physical Storage & Shared Folder Shared Folder • Productivity • Compliance Physical • Collaboration Storage 4
  • 5. Status Quo Can’t find documents • Physical storing of documents • Also using Shared Folder • Workers spend hours managing and searching for info • No centralized online Search Takes long to locate the information Can’t find the Right Version Content from Multiple Sources Information is not Distributed in Time to be Useful 5
  • 6. “We are doing just fine……why do we need to adopt Collaborative Content Management solution” Drivers 6
  • 7. Drivers Risks • Physical storage prone to loss & damage – fire, theft • People dependencies – people leave along with knowledge • Litigations Changing nature of Business • “On-Demand” service expectations from customers both internal & external • Multi-culture integration – tie-ups with foreign firms / servicing of international clients • Complex transactions – cross border mergers, acquisition, Intellectual Property matters etc. Regulatory Compliance • Records Management to preserve, retrieve, and produce electronic data • E-filing Changing Nature of Technology • Collaboration, Social Networking, and Knowledge Management • Direct impact on workers productivity 7
  • 8. All this necessitates a greater need for: • Centralized Document Management • To store and manage Digital information and other office activities such as Emails. • Document Collaboration • A business document needs multiple inputs from workers with different expertise, associates, and clients spread all over • Ability to concurrently access and work together on the same file • Visible Conversations • Make knowledgeable Interactions accessible to rest of the organization and not just few individuals • Harnessing & Sharing Knowledge • Tools to capture and share knowledge such as Wikis, Blogs, Forums, Smart Tags etc. 8
  • 10. AxonShare AxonShare is Collaborative Content Management solution that connects workforce with organizational content. Document Management Facilitates Collaborative creation, organization, and search of all content. Manages Content Lifecycle and Track Social Changes. Networking AxonShare Collaboration Helps organizations address the challenge of Knowledge Sharing by allowing users share: • workspaces, Records • documents, digital content, and Management • collaboration applications within a secure, unified environment 10
  • 11. AxonShare connects content with users Before After Shared Drive Shared Drive • Productivity Shared Smart Rules • Compliance Web • Collaboration Drive Based Access Interface Repository 11
  • 12. “How do we do we automatically capture and process physical documents….?” Content Capture & Management Process 12
  • 13. Doc Preparation Validation Release • Create Batch • Verify the metadata applied • Release the doc filled with by OCR s/w metadata into AxonShare • Create Barcode Separator sheets • Make changes manually if Repository required • Watch Release Status • Insert Separator sheets to identify ‘doc type’ & ‘EOD’ Scanning Indexing [Scanner integrated through • Auto extraction of Search ‘ftp’ with AxonShare metadata from Zones Repository] • Search docs in applied AxonShare repository •Scan Doc Batches >300 dpi • Single Image file of entire batch • Option to manually edit based on metadata created the metadata applied • Image auto dropped in mapped folder of AxonShare Configure OCR S/w Separate Docs • Create ‘doc type’ templates • Load Images into OCR s/w • Create OCR Zones • Auto identifies the ‘doc type’ • Map Metadata field with AxonShare Repository • Auto loads & compare the ‘doc type’ template with scanned image 13
  • 14. Network Scanner Kick Off Workflow Scan Profiler Send out Notifications 1 Profiler processes scanned images to: After processing, Dashboard • Separate Profiler Releases the • Index indexed docs as Drops scanned • Validation separate files batches directly thru • Release ‘ftp’ into the AxonShare Repository File System 2 3 4 Released docs in AxonShare Repository ready for Searching based on metadata Shared Drive Sites, Smart Folders, Rules SAP CRM AxonShare Central Repository 14
  • 15. Automatic Metadata Extraction from Scanned Docs 15
  • 16. Scanned Docs with Metadata in AxonShare Repository 16
  • 17. Metadata applied to scanned doc 17
  • 18. “OK….how do we move forward now?” Engagement Process 18
  • 19. Engagement Process Review Paper Doc Volumes Identify Indexing Requirements, Process & Functional Roles Define Formats Requirements Customize & Configure Profiler Solution Solution Testing, Training & Deployment 19
  • 20. About InfoAxon India’s First Open Source Integration Company Established in 2001; Global presence with offices in UK & India InfoAxon architect, develop and support ‘enterprise solution stacks:’ leveraging • Open Standards • Open Source Frameworks, • Agile & Iterative development Expertise in providing business solutions in key focus area of: • Enterprise Content & Knowledge Management • Web 2.0 & Social Networking • Business Intelligence (BI) & Reporting Delivered high performance business solutions in domains such as Public Sector, Banking, Telecom, Services, E-Business and Manufacturing. Growing Customer Base of 40+ Customers world wide 70+ employees; Expansion to 100+ employees by end 2010 Solutions Engineering Labs in Electronic City, Noida (India); others planned in India 20
  • 21. Facts Software Impact Customers Development 5-6 platforms; More than 50 Leading London Social Housing 250,000 Housing aspirants in custom applications in or Service London use our services around open source UK’s Second Largest Telecom More than 200,000 Lines of 85,000 sales quotes; Annual Provider original OSS Code Revenue GBP 300 million Worlds Largest Human Development Organization More than 2000 man months of Largest Open Source ECM uses Development InfoAxon Calendar Component Leading Indian Banks 12,000 UN Solution Exchange More than 100 separate Open Members will use our Platform Source Technology Integrations AIDS Development to capture Knowledge Organizations Adopted and Developed in 30,000 AIDS community almost all leading Open Source World 3rd largest Air Force members will social network Development Technologies 21
  • 23. For more information about us, contact us at sales@infoaxon.com Check us Out at http://w w w .infoaxon.com UK INDIA InfoAxon Technologies UK Limited InfoAxon Technologies Building A, Trinity Court Limited Wokingham Road H-189, Sector 63, Noida 201 Bracknell, Berkshire RG42 1PL 309 United Kingdom India Tel: +44 1344 668048 Tel : +91 120 4350040 Fax: +44 1344 668148 Fax : +91 120 4350079 DDI: +44 1344 668458 23