Introduction To Intelledox June 2010
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“Context Aware” Document Generation tools for enterprise level, on demand generation and distribution of smart forms, letters or documents of any variety.
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Introduction To Intelledox June 2010
- 1. INTRODUCTION TO INTELLEDOX June 2010
- 2. COMPANY BACKGROUND Independent Software Vendor 15 years experience in office automation Second software commercialization success Australian company – Offices in Singapore, UK and Canada Multiple award winner Microsoft Gold Partner 300 customers & 400,000 users
- 3. WHAT DO WE DO Context-aware technology (Gartner) “Leveraging information about the end user to improve the quality of the interaction". Automation of document-centric processes Specialise in document generation Automate complex business rules Centralise and control content Standardise brand and format Leverage corporate data silos Facilitate multi-channel output
- 4. HOW WE ARE DIFFERENT Technology Open standards based (Microsoft.net) No proprietary coding required for template development and management Approach Business driven not IT driven Web-based drag-and-drop rules development User-friendly Wizard for end user document assembly
- 5. OUR VISION Intelledox is ‘disruptive technology’ Challenge - Traditional approaches to document automation and forms technology Dispute - Paradigm that paper-based form must = web form Leverage - Power of browser-based user interaction to streamline document creation
- 6. BUSINESS PROBLEM Document chaos No centralised control of repetitive document generation ‘Copy and paste’ paradigm, propagation of errors Risk No centralised control of content or brand Exposure to document non-compliance
- 7. BUSINESS PROBLEM (2) Infrastructure Inability to leverage corporate data silos Software upgrades break macro-driven templates Marketing Inability to align content to customer needs Cost High cost of document generation High cost of supporting template development
- 8. TRADITIONAL INFORMATION FLOW Traditional focus = document management Intelledox expanded focus on document lifecycle, optimising document creation to add value to document management
- 9. GAME CHANGER INPUTS OUTPUTS Intelledox Server Inward-facing Web forms Outward-facing Web forms Targeted Output (Marketing) Line of business systems Documents (PDF) DYNAMIC BUSINESS RULES Records Management (Meta data) Data sources Electronic (eMail) .XML (Data)
- 11. Enterprise specific databases/Legacy applications
- 12. Internal (enterprise) intelligent web forms for data collection
- 13. External (public) intelligent web forms for data collectionInward-facing Web forms Outward-facing Web forms Line of business systems Data sources
- 15. Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE
- 16. Dramatically reduces template creation and management timeIntelledox Server DYNAMIC BUSINESS RULES
- 18. PDF
- 19. Electronic mail (email)
- 20. Targeted output for mass mailing
- 21. Data feeds to line of business systems (ERP, CRM, HIS, Workflow, EDRMS)
- 22. XML data feeds for consumption by other systems/processesTargeted Output (Marketing) Documents (PDF) Records Management (Meta data) Electronic (eMail) .XML (Data)
- 23. Intelledox – business transformer INPUTS OUTPUTS Intelledox Server Inward-facing Web forms Outward-facing Web forms Targeted Output (Marketing) Line of business systems Documents (PDF) DYNAMIC BUSINESS RULES Records Management (Meta data) Data sources Electronic (eMail) .XML (Data)
- 24. INTELLEDOX COMPONENTS Content Text Objects Images Content Text Objects Images Layout Formatting Styles Rules Intelledox Intelledox Intelledox Intelledox Intelledox Internet Web Forms Web Forms 3rd Party Application 3rd Party Application Internet Database (CRM) Database (CRM) eMail PostScript eMail PostScript MS Word Adobe PDF .XML MS Word Adobe PDF .XML
- 25. INTELLEDOX COMPONENTS Intelledox has been specifically designed to manage layout, content & business rules as separate modules. This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of documents. Intelledox essentially has three components. Layout Formatting Styles Intelledox Layout: Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document design.
- 26. INTELLEDOX COMPONENTS Content Text Objects Images Content Text Objects Images Intelledox Intelledox Content: Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location. Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.
- 27. INTELLEDOX COMPONENTS Rules Intelledox Rules Engine Business rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.
- 28. INTELLEDOX COMPONENTS Intelledox can gather data from 3rd Party applications. Or from smart web forms, and other line of business applications (CRM/ERP/HIS). Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats. Intelledox Intelledox Internet Web Forms 3rd Party Application Database (CRM) eMail PostScript MS Word Adobe PDF .XML
- 29. INTELLEDOX – PUTTING IT ALL TOGETHER Content Text Objects Images Content Text Objects Images Layout Formatting Styles Rules Intelledox Intelledox Intelledox Intelledox Intelledox Internet Web Forms Web Forms 3rd Party Application 3rd Party Application Internet Database (CRM) Database (CRM) eMail PostScript eMail PostScript MS Word Adobe PDF .XML MS Word Adobe PDF .XML
- 31. SUCCESS STORY AXA 3000 financial planners Centralised control & compliance Generates complex investment advice documents Reduced time from 7 hours to 40 minutes Content accuracy and ease of management Increased end user value Full metrics reporting
- 32. SUCCESS STORY Civil Aviation Safety Authority 1500 staff Displaced expensive code-heavy template solution (internal template development) Displaced Adobe LiveCycle (external web form) Up to 80% reduction in template development Siebel interoperability Integration with TRIM (RMDS), and Changepoint work flow
- 33. SUCCESS STORY BHP Billiton Use Case 1: HR contracts automation Replace complex manual Word document manipulation Use Case 2: Procurement Contracts Migrate from existing customer developed VBA solution Expect 80% reduction in document generation costs
- 34. SUCCESS STORY Sydney Water Customised Water Management Tool Context-aware application Supports one-to-many engagement Delivers customised “Best Practice Guidelines” based on industry sector, and specific water use priorities 24 x 7 customer access Allows real time updates of water usage metrics and research Significant savings in document production Phase 1 now live
- 35. SUCCESS STORY Stockland Leasing Automated leasing document generation Reduced template management load Integration with Siebel and JDE via BizTalk Integration with Objective Stockland Property Replaced HotDocs for property contract generation Government ABN web services validation for 100% accuracy Up to 90% reduction in contract generation time Integration with Objective
- 36. Recent engagements FaHCSIA Contract automation & workflow New Zealand Transport Agency Driver’s Licence Correspondence workflow AQIS Audit management and reporting State Government Driver licensing workflow Tier 1 Federal Agency Complaint management workflow Defence sector Document assembly & generation
- 37. RETURN ON INVESTMENT AXA – Statement of Financial Advise SOA generation time cut from 7 hours to 40 min 250 SOAs generated per day Average cost for Adviser assistant p.a. = $40,000
- 38. THANK YOU & CONTACT DETAILS
Hinweis der Redaktion
- Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
- Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
- Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
- Intelledox is a game changer.In essence Intelledox transforms unstructured inputs into structured outputsIntelledox has the ability to draw data inputs from a variety of sources: Line of business systems (ERP, CRM, Workflow, ERMDS) Enterprise specific databases/Legacy applications Internal (enterprise) intelligent web forms for data collection External (public) intelligent web forms for data collectionThe Intelledox rules engine provides a powerful and intuitive interface to create and manage business rules. Delivers the following benefits: Business Unit centric – allows business users to create and manage business rules Zero reliance on IT – Business Rules are created using a ‘drag & drop’ management interface, and required NO CODE Dramatically reduces template creation and management timeIntelledox can deliver outputs to a variety of sources as required: Word PDF Electronic mail (email) Targeted output for mass mailing Data feeds to line of business systems (ERP, CRM, Workflow, ERMDS) XML data feeds for consumption by other systems/processes
- Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document design.Content:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.
- Intelledox has been specifically designed to manage layout, content & business rules as separate modules.This provides the maximum level of flexibility and allows layout, content or business rules to be adjusted without impact on other elements used in the dynamic generation of Intelledox essentially has three components. Layout:Intelledox utilises source layout for document generation from Microsoft Word. All layout, fonts, and overall look and feel of the targeted document are managed using Microsoft Word. Only basic Word skills are required, and a working knowledge of the “bookmarks” functionality is required to fully manage document designContent:Document content is managed by the Intelledox Document Library. All document fragments – text, logos, images, multimedia fragments – used during document generation are stored in the Document Library. This library can reside within Intelledox, or in a separate defined database in another location.Document fragments can be managed and edited as required by users based on permissions defined by Intelledox. Once updated, all templates that use the particular document element will utilise the newly adjusted content.Rules EngineBusiness rules can be created or amended via an easy to use interface. Business users can manage business rules, and no programming (code) is involved in the creation or amendment of business rules. The Intelledox “Designer” module allows easy ‘drag and drop’ creation of business rules.Intelledox can gather data from 3rd Party applications.Or from smart web forms, and other line of business applications (CRM/ERP).Intelledox dynamically utilises this data based on business rules for document generation to a range of output formats.