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4 Things You’ll Love in
Ephesoft Transact 4.5
©2018 Zia Consulting, Inc. All Rights Reserved.
Our Presenter
Pat Myers
EVP, Capture Practice Lead
page
02
©2018 Zia Consulting, Inc. All Rights Reserved.
01
03
02
04
Machine Learning
Improvements: Manageable and
Now Supports Table
Operator Experience
Zoom and Dual Monitor
Export Options Import Improvements
Agenda
Outline
©2018 Zia Consulting, Inc. All Rights Reserved.
What is Ephesoft
Smart Transact®?
page
04
Browser-Based
Architecture
Open Standards and
Platform
Streamlined
Classification
Comprehensive
Extraction
Full Integration Flexible Cost
Structure
©2018 Zia Consulting, Inc. All Rights Reserved.
Intelligent
Document Capture
page
05
Problems we solve with
1 2 3
Manual Data Entry
Lower labor costs with
OCR classification and
extraction
Human Error
Drastically reduce errors
with automated, reliable
software
Slow Processes
Speed up document
processing with an
auditable and repeatable
solution
©2018 Zia Consulting, Inc. All Rights Reserved.
Operators or administrators can
create classification and
extraction through the review
and validation processes
page
06
Operator-Assisted
Machine Learning
Groups can be selected as users
that can create rules for
classification and extraction while
others can still process
Web services for machine
learning introduced
©2018 Zia Consulting, Inc. All Rights Reserved.
page
07
Machine Learning
Demo
But Pat,
This was in 4.1…
• Improvements to the
accuracy of extractions
• Improvements to the
performance with many rules
• JSON vs serialized files
• Table extraction
©2018 Zia Consulting, Inc. All Rights Reserved.
Samples Used for Classification are Not Redacted
Watch out for usage with systems that process PII
Configuration Management
Customers with multiple environments will have to
incorporate a strategy to merge new rules for both new
classification samples and JSON extraction rules
page
09
Machine Learning
Considerations
©2018 Zia Consulting, Inc. All Rights Reserved.
Zoom
Users can verify values extracted character by
character
Dual Monitor
Utilize multiple monitor setups by popping
image out to a different browser window
page
010
Operator
Experience
©2018 Zia Consulting, Inc. All Rights Reserved.
page
011
Machine Experience
Demo
©2018 Zia Consulting, Inc. All Rights Reserved.
RESTful
Web Services
page
012
Export Options
©2018 Zia Consulting, Inc. All Rights Reserved.
Ghostscript
Supports much more PDF variations of import
Control the PDF version generated by Ephesoft
Transact
ImageMagick
Recostar
iText
page
013
Import Improvements
and Transformations
©2018 Zia Consulting, Inc. All Rights Reserved.
Better CJKT support
Improved Performance with File Transfer
Zia-assisted contribution
page
014
Other
Items
©2018 Zia Consulting, Inc. All Rights Reserved.
Who is
Zia Consulting?
95% retention rate
with our proven track
record of delivering
solutions on time and
within budget
Founded in 2003 in
Boulder, Colorado
Our mission is to
provide ECM planning,
design,
implementation, and
support services
Award-winning,
platinum system
integrator of multiple
technologies
page
015
©2018 Zia Consulting, Inc. All Rights Reserved.
Problems We
Solve
Legacy Systems
Undergo a digital
transformation by
migrating to a modern
ECM platform
Content Chaos
Create an ECM strategy,
consolidate silos, and
simplify access to
content
Non-compliance
Minimize risk by
implementing automated
governance and control
Failed Projects
Rescue an in-house
project or poorly
implemented solution
page
016
©2018 Zia Consulting, Inc. All Rights Reserved.
What We
Do
Strategy
We are committed to
providing measurable
business results on time
and within budget
Integration
Seamlessly integrate with
existing line of business
applications
Customization
We build content
solutions to meet each
customer's unique needs
Migration
Effectively migrate
business-critical documents
to a modern ECM platform
without interrupting daily
functions
page
017
©2018 Zia Consulting, Inc. All Rights Reserved.
Best In
Class
page
018
Questions?
Thank You.

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4 Things You'll Love in Ephesoft Transact 4.5

  • 1. 4 Things You’ll Love in Ephesoft Transact 4.5
  • 2. ©2018 Zia Consulting, Inc. All Rights Reserved. Our Presenter Pat Myers EVP, Capture Practice Lead page 02
  • 3. ©2018 Zia Consulting, Inc. All Rights Reserved. 01 03 02 04 Machine Learning Improvements: Manageable and Now Supports Table Operator Experience Zoom and Dual Monitor Export Options Import Improvements Agenda Outline
  • 4. ©2018 Zia Consulting, Inc. All Rights Reserved. What is Ephesoft Smart Transact®? page 04 Browser-Based Architecture Open Standards and Platform Streamlined Classification Comprehensive Extraction Full Integration Flexible Cost Structure
  • 5. ©2018 Zia Consulting, Inc. All Rights Reserved. Intelligent Document Capture page 05 Problems we solve with 1 2 3 Manual Data Entry Lower labor costs with OCR classification and extraction Human Error Drastically reduce errors with automated, reliable software Slow Processes Speed up document processing with an auditable and repeatable solution
  • 6. ©2018 Zia Consulting, Inc. All Rights Reserved. Operators or administrators can create classification and extraction through the review and validation processes page 06 Operator-Assisted Machine Learning Groups can be selected as users that can create rules for classification and extraction while others can still process Web services for machine learning introduced
  • 7. ©2018 Zia Consulting, Inc. All Rights Reserved. page 07 Machine Learning Demo
  • 8. But Pat, This was in 4.1… • Improvements to the accuracy of extractions • Improvements to the performance with many rules • JSON vs serialized files • Table extraction
  • 9. ©2018 Zia Consulting, Inc. All Rights Reserved. Samples Used for Classification are Not Redacted Watch out for usage with systems that process PII Configuration Management Customers with multiple environments will have to incorporate a strategy to merge new rules for both new classification samples and JSON extraction rules page 09 Machine Learning Considerations
  • 10. ©2018 Zia Consulting, Inc. All Rights Reserved. Zoom Users can verify values extracted character by character Dual Monitor Utilize multiple monitor setups by popping image out to a different browser window page 010 Operator Experience
  • 11. ©2018 Zia Consulting, Inc. All Rights Reserved. page 011 Machine Experience Demo
  • 12. ©2018 Zia Consulting, Inc. All Rights Reserved. RESTful Web Services page 012 Export Options
  • 13. ©2018 Zia Consulting, Inc. All Rights Reserved. Ghostscript Supports much more PDF variations of import Control the PDF version generated by Ephesoft Transact ImageMagick Recostar iText page 013 Import Improvements and Transformations
  • 14. ©2018 Zia Consulting, Inc. All Rights Reserved. Better CJKT support Improved Performance with File Transfer Zia-assisted contribution page 014 Other Items
  • 15. ©2018 Zia Consulting, Inc. All Rights Reserved. Who is Zia Consulting? 95% retention rate with our proven track record of delivering solutions on time and within budget Founded in 2003 in Boulder, Colorado Our mission is to provide ECM planning, design, implementation, and support services Award-winning, platinum system integrator of multiple technologies page 015
  • 16. ©2018 Zia Consulting, Inc. All Rights Reserved. Problems We Solve Legacy Systems Undergo a digital transformation by migrating to a modern ECM platform Content Chaos Create an ECM strategy, consolidate silos, and simplify access to content Non-compliance Minimize risk by implementing automated governance and control Failed Projects Rescue an in-house project or poorly implemented solution page 016
  • 17. ©2018 Zia Consulting, Inc. All Rights Reserved. What We Do Strategy We are committed to providing measurable business results on time and within budget Integration Seamlessly integrate with existing line of business applications Customization We build content solutions to meet each customer's unique needs Migration Effectively migrate business-critical documents to a modern ECM platform without interrupting daily functions page 017
  • 18. ©2018 Zia Consulting, Inc. All Rights Reserved. Best In Class page 018

Hinweis der Redaktion

  1. Browser-Based Architecture A thin client architecture for Windows and Linux environments allows for a fully customizable and scalable platform. Open Standards and Platform Allows customization in multiple programming languages. Streamlined Classification Without the hassle of barcodes or separator pages setup is easy and efficient. Comprehensive Extraction Works with structured and unstructured documents in numerous formats with as little as one sample of each document type. Full Integration Works seamlessly with your line of business and enterprise content management systems. Flexible Cost Structure Eliminating click/page charges and providing subscription or purchase pricing substantially lowers the total cost of ownership.
  2. 1 Many companies are still using off share or the LOB users to have to classify and index document. Can also use capture to drive the business process (for example – know that you have all the documents you need for a loan process before it gets to an underwriter) 2 Use machine time to do the document intact process and indexing 3 Speed up the laborious process while operators perform
  3. 1) 4.1 had some scenarios where the extraction was not working as expected. A lot of work has been done in 4.5 to improve that extraction. 2) 4.1 has some performance degradation as more rules were created. 3) In 4.1 all extraction rules were kept in a serialized file with no insight on the contents for configuration management (discuss configuration management). Now with text, JSON files, changes from one environment to another can be compared. Discuss more on next slide 4) 4.1 introduced field machine learning and now with 4.5 also introduces a similar capability with table extraction
  4. SharePoint includes on premise and 365 For those that are not familiar with Ephesoft Transact there already exists a number of export capabilities CMIS – Alfresco, FileNet, Documentum, and others Content Manager Database Scripting – proprietary systems And more
  5. Alfresco Day Brochures ECM, BPM, RM Powered by Alfresco