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Distributed Capture:
Moving Capture Closer
to Document Creation
       Sponsored by:
Figure 1:
          How many employees are in your organization?
          N=456




                                                24%


                How many employees are there in your
                    51%
                organization?



                                                 25%




                                   1-100
Source: AIIM
                                   101-1,000
www.aiim.org
                                   >1,000
Figure 2:
                Major vertical industries in survey (%) N=456


                    Manufacturing            6


                      Federal govt           6


                         Insurance               7


                       Consultants                   8


                Service companies                    8


               Banking and finance                        14
Source: AIIM
www.aiim.org
               State and local govt                             17
Figure 3:
        What is your role in the organization? N=456



                                     9%
                          14%
                                          9%


                    23%
                                            21%



                               24%



                     Line of Business      Executive
                     RM                    DM
Source: AIIM
                     IT                    Other
www.aiim.org
Figure 4:
  What is your org’s experience with scanning and capture? N=456




                         14%
                                           23%




                                             14%

                      49%

Source: AIIM
www.aiim.org



        CENTRALIZED only                         DISTRIBUTED only
        BOTH Centralized and Distributed         Neither
Figure 5:
       What is your org’s estimate for the average volume of
       documents scanned PER MONTH? N=456




                          14%

                                         33%
                    8%

                   5%

                    11%

                                     17%
                          12%
Source: AIIM
www.aiim.org



    < 5,000                5,001-25,000           25,001-75,000
    75,001-125,000         125,001-200,000        200,001-500,000
    > 500,000
Figure 6: Please describe the current state of Distributed
         Scanning and Capture within your organization. N=442




                              19%
                                                25%




                                                  19%
                            38%




                     Have not yet begun
                     Have not begun, but will in next 6 months
Source: AIIM
www.aiim.org
                     Departmental strategy
                     Enterprise strategy
Name the TOP TWO Benefits or Potential Benefits of Distributed Capture                  Percentage
(N=456)
Eliminate or reduce shipping costs (no longer need to ship documents back and         20%
forth between offices)
Reduce software implementation and administrative costs (a distributed solution       9%
eliminates the need for “fat client” installation and maintenance
Reduce equipment costs (less reliance on high-end production scanners in every        9%
location)
Scan in one location and index in another (optimize labor cost differentials across   15%
regions)
Improved efficiency (get access to information immediately; eliminate “mail float”)     59%
Automate processes (improve processes by eliminating paper at point of origin)        45%
Information security (document is captured at its origin and securely stored          27%
electronically)
Risk management (transform paper information to electronic information that can be    16%
managed through disaster recovery procedures)

             Source: AIIM
             www.aiim.org
Figure 7:
   Do you use Distributed Scanning and Capture in this process?
   (of those using Distributed Scanning and capture somewhere in
   their organization) N=249


        Product Management             23



          Sales and Marketing          23



               Human Resources                 38



Finance and Administration                                 59

Source: AIIM
www.aiim.org
Figure 8:
Do you use Distributed Scanning and Capture in this process? (of
those who are using Distributed Scanning and Capture in Finance
and Administration, the % using in each process) N=148

               Billing and shipping                 25
 Document routing/approval                                    42
                          Surveys     5
                  Expense reports                        32
                        Help desk     6
      Captial expend requests         6
                        Budgeting         11
          Purchase requisiitons                     25
                      Forecasting     4
               Invoice processing                                  54
                  Sarbanes-Oxley          7
Source: AIIM
www.aiim.org
                      Compliance               20
Figure 9:
   Do you use Distributed Scanning and Capture in this process?
   (of those who are using Distributed Scanning and Capture in
   Human Resources, the % using in each process) N=90

Policy compliance
                                                   37
(i.e., ethics, code of conduct)

                      Time sheets             28

                New hire processes                        51

                    Travel requests      22

                    Leave requests            27

               Performance reviews                 35
Source: AIIM
www.aiim.org
                 Personnel actions                       49
Figure 10:
Do you use Distributed Scanning and Capture in this process? (of
those who are using Distributed Scanning and Capture in Sales
and Marketing, the % using in each process) N=55


    Custom quote requests                     33


                  Customer care                    38


                Order processing                             58


         Proposal generation                        42


           Lead management               27


          New account setup                             44
 Source: AIIM
 www.aiim.org
Figure 11:
 Do you use Distributed Scanning and Capture in this process?
 (of those who are using Distributed Scanning and Capture in
 Product Management, the % using in each process) N=53



                Defect reporting         27



        New product ideas                     31


  Product enhancement
                                                               55
  requests


New product introduction                           39

 Source: AIIM
 www.aiim.org
Figure 12:
     How important are each of the following devices to your Distributed
     Scanning and Capture operations? (N=249)


              Fax machines    14         22        26                   37


                       MFDs         37             23             19          21


Low volume prod scanners      14         27             26               33


   Departmental scanners            37              31             13         19


       Desktop scanners            28         19             25              28

        Source: AIIM
                        Very important                   Important
        www.aiim.org

                        Somewhat important               Not in use
Figure 13: How would you compare the ROI of your
               Distributed Scanning and Capture implementations
               with other technology investments? N=323




                                         19%


                      38%




                                          41%




                      Much better               Better
Source: AIIM
www.aiim.org
                      About the same            Worse
                      Much worse
Figure 14: How would you expect a SERVICE delivering a
     complete Distributed Scanning and Capture solution to be
     priced? N=311




                                         33%

                 48%



                                         6%
                                  13%




                On a cost per scan basis
Source: AIIM
                Based on a charge per seat monthly fee
www.aiim.org

                Based on a charge per device monthly fee
                Based on an enterprise license monthly fee
Figure 15: How would your interest in purchasing Distributed Scanning
and Capture as a service change if it were bundled with
PRODUCTION-LEVEL POST-SCAN IMAGE PROCESSING? N=315




                            4%4% 6%



                                           33%



                     53%



 Source: AIIM
 www.aiim.org


       Much more interested                   More interested
       No change in level of interest         Less interested
       Much less interested
Figure 16: How would your interest in purchasing Distributed Scanning
and Capture as a service change if it were bundled with a CONTENT
MANAGEMENT SOLUTION? N=315



                                  7%
                                             15%
                             6%




                       34%
                                                   38%



 Source: AIIM
 www.aiim.org



            Much more interested               More interested
            No change in level of interest     Less interested
            Much less interested

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Distributed Capture Survey

  • 1. Distributed Capture: Moving Capture Closer to Document Creation Sponsored by:
  • 2. Figure 1: How many employees are in your organization? N=456 24% How many employees are there in your 51% organization? 25% 1-100 Source: AIIM 101-1,000 www.aiim.org >1,000
  • 3. Figure 2: Major vertical industries in survey (%) N=456 Manufacturing 6 Federal govt 6 Insurance 7 Consultants 8 Service companies 8 Banking and finance 14 Source: AIIM www.aiim.org State and local govt 17
  • 4. Figure 3: What is your role in the organization? N=456 9% 14% 9% 23% 21% 24% Line of Business Executive RM DM Source: AIIM IT Other www.aiim.org
  • 5. Figure 4: What is your org’s experience with scanning and capture? N=456 14% 23% 14% 49% Source: AIIM www.aiim.org CENTRALIZED only DISTRIBUTED only BOTH Centralized and Distributed Neither
  • 6. Figure 5: What is your org’s estimate for the average volume of documents scanned PER MONTH? N=456 14% 33% 8% 5% 11% 17% 12% Source: AIIM www.aiim.org < 5,000 5,001-25,000 25,001-75,000 75,001-125,000 125,001-200,000 200,001-500,000 > 500,000
  • 7. Figure 6: Please describe the current state of Distributed Scanning and Capture within your organization. N=442 19% 25% 19% 38% Have not yet begun Have not begun, but will in next 6 months Source: AIIM www.aiim.org Departmental strategy Enterprise strategy
  • 8. Name the TOP TWO Benefits or Potential Benefits of Distributed Capture Percentage (N=456) Eliminate or reduce shipping costs (no longer need to ship documents back and 20% forth between offices) Reduce software implementation and administrative costs (a distributed solution 9% eliminates the need for “fat client” installation and maintenance Reduce equipment costs (less reliance on high-end production scanners in every 9% location) Scan in one location and index in another (optimize labor cost differentials across 15% regions) Improved efficiency (get access to information immediately; eliminate “mail float”) 59% Automate processes (improve processes by eliminating paper at point of origin) 45% Information security (document is captured at its origin and securely stored 27% electronically) Risk management (transform paper information to electronic information that can be 16% managed through disaster recovery procedures) Source: AIIM www.aiim.org
  • 9. Figure 7: Do you use Distributed Scanning and Capture in this process? (of those using Distributed Scanning and capture somewhere in their organization) N=249 Product Management 23 Sales and Marketing 23 Human Resources 38 Finance and Administration 59 Source: AIIM www.aiim.org
  • 10. Figure 8: Do you use Distributed Scanning and Capture in this process? (of those who are using Distributed Scanning and Capture in Finance and Administration, the % using in each process) N=148 Billing and shipping 25 Document routing/approval 42 Surveys 5 Expense reports 32 Help desk 6 Captial expend requests 6 Budgeting 11 Purchase requisiitons 25 Forecasting 4 Invoice processing 54 Sarbanes-Oxley 7 Source: AIIM www.aiim.org Compliance 20
  • 11. Figure 9: Do you use Distributed Scanning and Capture in this process? (of those who are using Distributed Scanning and Capture in Human Resources, the % using in each process) N=90 Policy compliance 37 (i.e., ethics, code of conduct) Time sheets 28 New hire processes 51 Travel requests 22 Leave requests 27 Performance reviews 35 Source: AIIM www.aiim.org Personnel actions 49
  • 12. Figure 10: Do you use Distributed Scanning and Capture in this process? (of those who are using Distributed Scanning and Capture in Sales and Marketing, the % using in each process) N=55 Custom quote requests 33 Customer care 38 Order processing 58 Proposal generation 42 Lead management 27 New account setup 44 Source: AIIM www.aiim.org
  • 13. Figure 11: Do you use Distributed Scanning and Capture in this process? (of those who are using Distributed Scanning and Capture in Product Management, the % using in each process) N=53 Defect reporting 27 New product ideas 31 Product enhancement 55 requests New product introduction 39 Source: AIIM www.aiim.org
  • 14. Figure 12: How important are each of the following devices to your Distributed Scanning and Capture operations? (N=249) Fax machines 14 22 26 37 MFDs 37 23 19 21 Low volume prod scanners 14 27 26 33 Departmental scanners 37 31 13 19 Desktop scanners 28 19 25 28 Source: AIIM Very important Important www.aiim.org Somewhat important Not in use
  • 15. Figure 13: How would you compare the ROI of your Distributed Scanning and Capture implementations with other technology investments? N=323 19% 38% 41% Much better Better Source: AIIM www.aiim.org About the same Worse Much worse
  • 16. Figure 14: How would you expect a SERVICE delivering a complete Distributed Scanning and Capture solution to be priced? N=311 33% 48% 6% 13% On a cost per scan basis Source: AIIM Based on a charge per seat monthly fee www.aiim.org Based on a charge per device monthly fee Based on an enterprise license monthly fee
  • 17. Figure 15: How would your interest in purchasing Distributed Scanning and Capture as a service change if it were bundled with PRODUCTION-LEVEL POST-SCAN IMAGE PROCESSING? N=315 4%4% 6% 33% 53% Source: AIIM www.aiim.org Much more interested More interested No change in level of interest Less interested Much less interested
  • 18. Figure 16: How would your interest in purchasing Distributed Scanning and Capture as a service change if it were bundled with a CONTENT MANAGEMENT SOLUTION? N=315 7% 15% 6% 34% 38% Source: AIIM www.aiim.org Much more interested More interested No change in level of interest Less interested Much less interested