ECM Renovation Roadshow: Automation Systems

•Download as PPTX, PDF•

0 likes•391 views

It’s time to Renovate your ECM system and: Save Money With document automation solutions that remove the cost and complexity of your existing business processes, leveraging technologies from Capture to Case Management to Enterprise Integration. And provide the added benefits of increasing your time to revenue and delivering actionable analytics.

Technology Business

Your Business Processes.
Streamlined.
ECM Automation Systems

• Any “Paper/Person-Centric” Process
• Supporting Documents
• Complex (Uncontrolled) Business Processes
• Application & Claim Processing
• Mortgage, Insurance, Government,
Education….
• Benefits, Permits
• Employee Onboarding
• Contracts Management / Invoice Processing
ECM Automation Systems – Where?

• ROI < 9 months.
• 50%+ increase in Productivity.
• Improved Customer Satisfaction.
• Accelerated Revenue Cycles
• Enhanced Compliance
• Actionable Analytics.
Prove It!
ECM Automation Systems – Why?

3 Core Components:
• Smart Repository
• Smart Workflow
• Enterprise Integration
Additional Components may include:
• Customer Self-Service Web/Portal
• OCR-as-a-Service
• Records Management
• Zia OneView ™ - Actionable Analytics
ECM Automation Systems - What?

The loan process is
intensive and
costly

Why
now?
• Competition
• Increased Risks
• Leverage New Technologies
• Increased Costs (Compliance & Storage)

• Origination & Underwriting
• Borrower Documents: W-2’s, 1040’s, Bank
Statements, 401k/IRA’s and more…
• Paper, Email, Fax, Borrower Upload
• Closing
• HUD-1 & Other Closing Docs
• Business Process Integration
• Loan Origination System (LOS) Integration
• Post Closing
• Classify & Extract with ACE
• GFE, TIL, HUD-1
• Sort & Stack for Delivery
Zia Loan Automation System

• mFolder – docs + metadata
• Borrower Uploads, Email Integration
• Enterprise Document Management
• Version Control
• Enterprise Search
• “Paperless Underwriting” – including
Annotation (Markup) of Documents
• Document Assembly
• Automatic Records Management
How - Smart Repository

• Status – New, WIP, Complete
• Initiation of mFolder (Case)
• Routing – Review, Approve
• Classify & Extract
• Declare Record
How – Smart Workflow

• Zia LAS + Your LOS
• Email & Office Integration
• Viewer, Capture, Portal
• LOS Integration
• Point-to-Point
• Enterprise Service Bus
How - Enterprise Integration

Additional Components
Borrower Site/Portal
• Secure Customer Login
• Loan Origination
• Upload Documents
• Check Status
• Unique Landing Page
• Simple Design & Branding
• Asset Re-use Across Sites

In-Process Capture™ (IPC)
• Classification & extraction optimized for use
WITHIN your document repository
• Capture by users within business process – by
borrower, by document
Additional Components
OCR-as-a-Service

Additional Components
OCR-as-a-Service
Advanced Closing Extraction™ (ACE)
• Classification for Hundreds of Closing Document Types
• Extraction for Critical Closing Documents
• HUD-1, TIL, GFE
• State specific documents (CA, IL…)
• Tested/Validated with Leading Mortgage Company

• We said we save you time, we can
prove it.
• Compliance & Management Metrics
• Reporting / BI Integration
• Managed by Zia OneView ™
Additional Components
Actionable Analytics

Rapid ROI (< 9 months)
50% > Process Improvement
Accelerated Revenue Cycles
Compliance
Actionable Analytics
Zia Loan Automation
System Delivers:

Life Insurance Applications
ECM Automation Systems –
Where Else?

New Life Insurance Applications
• ~500 Unique Forms
• ~ 6 million docs/year
Expensive + Slow + Error Prone
• Agents – Upload to ECM system
• Customers - Paper, Email, Fax
• 3rd Parties – Paper to EDI (Lab
Results, Medical Forms)
• Email/Fax – Print & Re-Scan
Previous Solution – More People.
Automation Case Study
Regional Life Insurance Company

Zia Insurance Automation System
Results:
• Quick Wins with Discrete Projects
• Automate Classification
• Forms – Version Control +
Redesign + Rationalization
• Customer Portal
• Automate Extraction
• Actionable Analytics
• Reduced Costs
• Reduced Delivery Time to
Underwriting = Time to Revenue
• Reduced Error Rates

What's hot

Bill.com for your practice

Iconis Group

Top tech trend in 2021: hyper-automation of ar operations

Emagia

Real Life Benchmarks: The Digital Transformation of the Purchasing Process. Post implementation analytics on automated requisition to payment projects, featuring key statistics gathered from two Invu customer implementations. The presentation will review throughput, processing speed and bottlenecks to help provide processing benchmarks for you to compare against your business. Be armed with some processing benchmarks they can compare to their own business Gain some insights into how to deal with processing bottlenecks Understand how they could perform a similar review on their own process Further information can be found by visiting: www.invu.net

The Digital Transformation of the Purchasing Process

Rob Thompson

Across the public sector—from federal, to state and local governments—agencies and departments are looking for solutions to the content chaos that exists today. Whether due to mandates like the Digital Records Act or simply the continued cost and complexity of document processing, government agencies are looking for ways to better manage their content and automate document-driven processes. Join Ephesoft partner of the year, Zia Consulting, for this in-depth presentation. We’ll review how agencies from human services to court systems have implemented capture solutions for these issues—and how Ephesoft Smart Capture® for Government delivers the most innovative and advanced technology in the market today. Specific solutions covered during the presentation are: Digitizing Records – How to expedite your records management (RM) conversion or ongoing RM process with automated classification and application of disposition schedules Advanced Workflow – How to reduce cost and complexity of document processing by embedding SmartCapture within your government portal, website, or even SharePoint Extending Capture – How to leverage the Zia Accelerate™ Mobile Capture solution to extend business processes out to everyone from field reps to your constituents For some, the issues are centered around a paper problem, either how to address the legacy paper records that still exist or even the ongoing paper documents that are part of everything from passport applications to building permits. Others have already made the switch to electronic documents but still utilize costly and time-consuming manual workflow processes. For each of these scenarios, what may not always be well understood is how Intelligent Document Capture (IDC) can address this entire range of needs—from the digitization of paper records to process automation.

Solving Content Chaos with Smart Capture® for Government - Digitization of Re...

Zia Consulting

PhillyForce 2017

Anthony Pica

The power of a single AR ledger

Emagia

Integrated Order to Cash (O2C) Automation Software for Global Shared Services...

Emagia

CIIS

Cornelius Gorman

Top Financial Use Cases for Intelligent Document Processing | Use Cases of ID...

Emagia

While most Kyriba clients use the payments module, there remain opportunities to standardize payment connectivity and technology by using Kyriba as a payment hub. In this session, American Express Global Business and Sempra Energy will discuss how they use Kyriba not only for treasury payments, but also for routing ERP payments through the system to standardize controls, improve visibility and reduce costs.

Control, Compliance and Efficiency: Why We Implemented Payments in Kyriba

Kyriba Corporation

Order To Cash - Inefficiencies and redundancies throughout the OTC cycle are an expensive affair for businesses and prevent them from turning receivable into cash. The time might just be ripe for change in thinking when it comes to putting together an Enterprise Order To Cash paradigm in place ….. a more cohesive & comprehensive approach enabling Businesses to horn there competitive edge, unlock efficiencies, increase speed, significant cost reduction thereby have direct impact on the Top line and bottom line across the Enterprise.

Order To Cash for Services Business

Naresh Lamba

* Variable cost of labor * IT BPO company that will allow you to have full visability * Workflow-enabled solution for enhanced operational visibility * Integrated business rules engine for business process automation * Enables exception-based task queues and workload distribution * On/off-site, offshore processing as appropriate * Delivers 100% web services-based architecture and solution * Single vendor accountability * Reduced cost and risk while increasing operational efficiency * Industry leading technology implementers and accelerators

VisiRecording - Bringing Speed and Accuracy to Mortgage Recordings

Visionet Systems, Inc.

Digital Signatures

Peter Henley

Sageworks loan application

Elise Hauser

Comprehensive Guide to Paperless Accounting

Bill.com

The Order to Cash Manager is a visually oriented tool designed to manage sales documents from order entry through billing. The tool is capable of displaying the entire order to cash status of both open and completed sales document items on a single screen using multiple windows. The extensive use of icons and colors provides easy identification of key attributes of sales, delivery and billing items. The OTC Manager is a feature filled, online tool that can replace most custom and many standard SAP order related reports.

Order to Cash Manager Overview

Randall Smith

Direct_Imports_Case_Study

Faye Strobel, CPA, CTP

Achieve lean maintenance by integrating hmi scada and cmms

eRPortal Software Group

AP Invoice Automation by ColumbiaSoft

ColumbiaSoft

Presentation: "Gaining Competitive Advantage: Easy and Centralized Data Acces...

Sean O'Connell

What's hot (20)

Bill.com for your practice

Top tech trend in 2021: hyper-automation of ar operations

The Digital Transformation of the Purchasing Process

Solving Content Chaos with Smart Capture® for Government - Digitization of Re...

PhillyForce 2017

The power of a single AR ledger

Integrated Order to Cash (O2C) Automation Software for Global Shared Services...

CIIS

Top Financial Use Cases for Intelligent Document Processing | Use Cases of ID...

Control, Compliance and Efficiency: Why We Implemented Payments in Kyriba

Order To Cash for Services Business

VisiRecording - Bringing Speed and Accuracy to Mortgage Recordings

Digital Signatures

Sageworks loan application

Comprehensive Guide to Paperless Accounting

Order to Cash Manager Overview

Direct_Imports_Case_Study

Achieve lean maintenance by integrating hmi scada and cmms

AP Invoice Automation by ColumbiaSoft

Presentation: "Gaining Competitive Advantage: Easy and Centralized Data Acces...

Similar to ECM Renovation Roadshow: Automation Systems

Zia Consulting provides document and business process automation solutions to a wide range of industries and corporate functions including Mortgage, Insurance, Accounts Payable and more. Our automation solutions deliver significant cost savings while at the same time offering accelerated revenue opportunities and improved visibility into the process for enhanced compliance and business intelligence. Zia’s experience providing document automation solutions to a wide range of organizations has enabled the creation of our ZiaOne Automation Systems (AS), delivering rapid ROI through: Best-in-Class operational efficiency in document processing Improved customer loyalty through enhanced customer service Consistent compliance with automated data capture, workflow, and archiving Business insights that create action

ECM Renovation Roadshow - Automation Systems

Zia Consulting

Document Processing Systems - ECM Renovation Roadshow

Zia Consulting

Across all levels of the Public Sector, from Federal to State and Local, widespread opportunities exist to renovate outdated ECM systems. Renovating your ECM system allows you to save money with document automation solutions that remove the cost and complexity of your existing business processes, leveraging technologies from Capture to Workflow/BPM to Enterprise Integration. They also provide the added benefits of increasing your productivity by delivering actionable analytics. Additionally, renovation solutions allow you to increase control and compliance by providing EasyECM solutions that actually get used. These solutions are as simple as email or your own shared drives, but still provide enterprise-class document and records management capabilities that include secure internal and external collaboration.

Rapid ROI, Rapid Adoption: ECM Renovation for Government

Zia Consulting

Does your Intercompany process (from entries to settlements) manual? Are your Accountants, Accounts Payable, Treasury and Tax teams facing difficulties to finish the process on time? Do you want to save time and resources by automating the Intercompany process end to end? If you are facing these problems then join this session to learn how you can help your organization to completely automate the Intercompany process by extending the standard Advance Global Intercompany System features to automate the Intercompany entries, approvals, Invoicing, accounting, reconciliation, netting and settlements. Objective 1: Discuss the business use cases and limitations of standard Advance Global Intercompany System (AGIS). Objective 2: Learn how you can automate the AGIS entry process for each business use case. Objective 3: Discover the enhancements and configurations are required for automating the Intercompany process end to end. Objective 4: Learn how to automatically create Intercompany Invoices (in AR & AP), accounting and reconciliation of the transactions. Objective 5: Learn how you can automate the netting process and perform cash settlements for the Intercompany transactions between legal entities as per region specific regulations.

Save Time and Resources - Fully Automate Intercompany Process End to End

Vineeth Mylapur

Client on-boarding

Doxim Inc.

DigitalKYC_Modules.pdf

FinTech Belgium

AP Automation for EBS or PeopleSoft with Oracle WebCenter

Brian Huff

AP and AR Positioning

Khalil Rehman NLP (MPrac) MCIPS, PMP,OCP

Reducing Costs Through Document Automation for a More Efficient Workplace

dclsocialmedia

Bigiota Company Profile

Krishna Kumar Maurya

QuickBooks Desktop: Going Out of Style Like VHS Tapes

Novi AMS

Accounts Payable Killer Application for SharePoint

KnowledgeLake

Jade Intelligent Automation .pptx

JaeJung29

The Future of Business Process With Nintex

David J Rosenthal

Accounts Payabe Killer App

Lantzy14

Accounts Payabe Killer App

Alliegeer

At Ellicium Solutions, we specialize in implementing RPA solutions tailored to the banking sector's needs. Our expertise in technologies like UiPath, Automation Edge, and Blue Prism allows us to automate manual tasks, eliminate errors, and optimize processes. Partner with us to transform your loan management operations and stay competitive in the market. Contact us today for a consultation. https://ellicium.com/services/robotic-process-automation/

Enhancing Loan Management Efficiency with RPA: A Path to Business Success

elliciumsolutionspun

1st time fix overview 50k

brackcarter

With the recent release of Ephesoft 3.1 on Linux, the modern alternative to legacy intelligent capture technologies is now even further differentiated from the costly and complex choices of the past. During this presentation, we will provide an overview of Ephesoft on Linux and discuss the unique value provided with this offering. Specific topics covered include: -Why Ephesoft on Linux (vs. Windows) -Ephesoft Web Services and Zia's "In-Process Capture" -What's So Different About Ephesoft Anyway? -Document Processing with Ephesoft: Mortgage, Insurance, Human Resources, Accounts Payable + more... Zia is the 2012 and 2013 Partner of the Year for Ephesoft and co-author of the book Intelligent Document Capture with Ephesoft. Zia Solutions for Ephesoft include Mortgage and Insurance Processing, Invoice Automation, Employee Onboarding/Offboarding, and more!

Ephesoft & Linux Webinar: Smart Capture™ is Now Even Smarter!

Zia Consulting

How to Achieve Digital World Class Performance with AR Automation

Emagia

Similar to ECM Renovation Roadshow: Automation Systems (20)

ECM Renovation Roadshow - Automation Systems

Document Processing Systems - ECM Renovation Roadshow

Rapid ROI, Rapid Adoption: ECM Renovation for Government

Save Time and Resources - Fully Automate Intercompany Process End to End

Client on-boarding

DigitalKYC_Modules.pdf

AP Automation for EBS or PeopleSoft with Oracle WebCenter

AP and AR Positioning

Reducing Costs Through Document Automation for a More Efficient Workplace

Bigiota Company Profile

QuickBooks Desktop: Going Out of Style Like VHS Tapes

Accounts Payable Killer Application for SharePoint

Jade Intelligent Automation .pptx

The Future of Business Process With Nintex

Accounts Payabe Killer App

Enhancing Loan Management Efficiency with RPA: A Path to Business Success

1st time fix overview 50k

Ephesoft & Linux Webinar: Smart Capture™ is Now Even Smarter!

How to Achieve Digital World Class Performance with AR Automation

More from Zia Consulting

How many different places can content be stored? Most people point to email, shared drives, or cloud storage apps like Box, Google Drive, and Sharepoint. Then, there are applications specific locations like Salesforce, SAP, and Peoplesoft. On top of that, many companies have three to ten different enterprise content management repositories. Join Zia Consulting’s Steve Studer for an interactive, rapid fire discussion on how to reduce operational risk by managing content in-place and migrating as needed for records and disposition. In this session, he will discuss: *Storing content in multiple repositories *Securing content in-place *Reducing risk by identifying PII and ROT content *Leveraging tools to identify documents of record *Using a primary records management system to migrate documents to a content repository as needed

Manage Content In-Place, Migrate as Needed for Records and Retention

Zia Consulting

What’s Redundant, Obsolete, and Trivial Content (ROT) What’s Not?

Zia Consulting

Refresh and Simplify: Privacy-Aware Governance Tackles your Darkest Data

Zia Consulting

With the volumes of content your organization produces, are you looking to simplify the way information can be updated, translated, or reused? Structured authoring and component content management (CCM) have become indispensable tools of the trade. This presentation will address how these tools can work for you, from making revisions easier to update across an entire library of documents (PDF, HTML, eBook, etc.) to reducing the costs associated with translation to multiple languages (Spanish, Chinese, etc.). The technology we cover in this webinar will include oXygen, Componize, and Alfresco—and how Zia implements it all. We’ll share use cases including the management of content that’s shared in multiple formats and languages, and assembling content when the distributed information originates from multiple sources. —Structured authoring and component content management (CCM) —Why organizations leverage XML and DITA —The cost savings that result from the efficiencies of these technologies

Controlling the Complexity of Content Lifecycles

Zia Consulting

The speed at which content and information flows between organizations that manage our energy and utilities infrastructure is growing exponentially. When you think about the amount of collaboration that must occur between owner operators, engineering procurement and construction companies (EPCs), and the gambit of state and federal regulatory bodies, it is imperative to identify and mitigate any potential disruptions to the information flow. Over the last 25 years, Steve Studer has worked with a wide spectrum of these organizations providing insights and best practices around effective content management and change control. Steve will talk about his experiences in providing frictionless information transfers between organizations, systems, and the people and processes supporting them. Some of the concepts Steve will touch on during this session include digital handovers, effective content creation and dissemination, and information audit and analytics tools that can automate and improve business decisions. Key points of this session include: • Managing steam data as well as static documents • Documents of record vs version noise • Content dissemination and consumption • Content federation • Audit and analytics • Content retention and governance

Streamlining Information Transfer for Energy and Utilities

Zia Consulting

For most organizations, the vast majority of invoices are still processed as “paper,” regardless of whether they arrive as printed documents or electronic versions such as PDFs, Word documents, or others. To process these invoices, many accounts payable departments still rely on mostly manual methods, despite studies showing that companies who have implemented automated invoice processing see costs that are up to four times less per invoice. Whether it’s the paper cost or people cost, missed supplier discounts or late payment penalties, the dollar amount can be significant for even the smallest of companies. Join Zia Consulting and Box on November 7th to learn how we can digitally upgrade and streamline your invoice process. We’ll demonstrate how the Zia AP Cloud Powered by Box incorporates: * Intelligent document capture for content ingestion, classification, extraction, and validation into Box * Offer your vendors a view into your process to avoid costly interruptive phone calls or emails * Enhanced business process management solutions for quick and efficient workflows in the cloud * Provide visibility into your cashflow management with proven analytical tools to monitor the effectiveness of your processes and people * Seamless integration with critical LOB applications required to manage your invoices and payments With our Zia AP Cloud solution, you can reduce errors from manual data entry and avoid penalties and fees from late or incorrect payments.

Transforming the Accounts Payable Process, Powered by Box

Zia Consulting

Across the country, state and local agencies have numerous paper-based manual processes that are costly and error-prone. These processes often cause long delays in completing work and improperly serve citizens. Many counties and states have initiatives to transform their labor-intensive processes and leverage Intelligent Process Automation (IPA) to automate processes quickly and easily. Join Nintex and Zia Consulting where we will present a scenario of process transformation within a county government. We’ll demonstrate how the Nintex Workflow Platform provides you with powerful digital workflow and content automation capabilities. Learn how to turn time-consuming tasks into a few simple clicks and inefficient department-wide processes into well-run engines.

Automating Paper-Based Workflows for Government

Zia Consulting

Digital Transformation: The Journey to Content Services

Zia Consulting

Zia is an industry-leading, award-winning integrator of content management, process management, document capture, and cloud sharing technologies. Their core competencies include rationalizing legacy systems, moving content to the cloud, and ensuring compliance. Attend this session to learn how Zia is helping organizations deploy Mobius to the cloud—Amazon Web Services (AWS)—to rationalize legacy systems, reduce infrastructure costs, and increase operational efficiency to create a winning Mobius hybrid-deployment model.

How to Consolidate in Order to Increase Operational Efficiency by Moving Your...

Zia Consulting

Business processes are a key function of any organization. Without clear, repeatable, and efficient business processes, daily activities of an organization are unachievable. To stay ahead in today’s frenetic business environment, you need to free your people to focus on the things that matter most. No matter how complex your business is, Nintex Workflow Cloud lets you hit the ground running with a cloud-based process automation platform that reduces set-up and cost. You get the tools you need to connect the business systems and content repositories you rely on—on premise, in the cloud, or a hybrid. Best of all, their simple drag-and-drop interface lets the people closest to the work automate their own processes without relying on IT.

Effective Business Process Management in the Cloud

Zia Consulting

Recent technology acquisitions, enhanced user needs, new security risks, and varying governance requirements all contribute to the changing landscape of the enterprise content management (ECM) industry and the move toward complete content solutions. Most major corporations recognize that ECM tools can bring about substantial improvements in process efficiency, error reduction, and cost savings, but can be difficult to achieve with legacy systems and outdated methods. As the complexity of content continues to grow, you need a modern content solution that can respond quickly. However, in this rapidly changing space, it can be hard to understand the available solutions and what to consider in the buying process. Join Zia Consulting, Ephesoft, and ASG Technologies for a discussion on transforming how your organization interacts with your information assets, covering topics such as: Building business processes that work Automating information governance Integrating your content management system with other tools How to drive actionable data intelligence Cloud-first/hybrid approach During this presentation, you will learn how our customers have made significant technology changes and advancements to revolutionize how they do business and manage information. You’ll also hear how we have built solutions that meet the needs of their business faster than ever before.

Digital Transformation: Moving Beyond Enterprise Content Management to Conten...

Zia Consulting

As leading-edge enterprises Modernize their Infrastructure, Content Solutions are increasingly moving toward Cloud delivery. Research confirms that 67% of businesses are looking at the Cloud to extend their Content Solutions and provide device-agnostic access to employees. Join Greg Wilson of ASG Technologies and Ryan McVeigh of Zia Consulting to learn how enterprises are utilizing cloud and hybrid environments to achieve agile business processes and workflow flexibility and manage content for regulatory compliance. They will share the top six reasons to move your content to the cloud along with a methodology that removes risk from the process and helps enterprises more strategically meet their business goals.

A 21st Century Approach—Enterprise Content in the Cloud

Zia Consulting

The recent release of Ephesoft Transact 4.5 includes more than 220 new features, integrations, enhancements and updates. There is a lot of focus on machine learning technology users are especially excited about. Join Zia Consulting EVP and Capture Practice Lead, Pat Myers, for this presentation as he reviews what's new and what our four favorite features are in this version of Ephesoft. We’ll cover: *Operator-Assisted Machine Learning (changes to config/table): Training the system as you work *Zoom View for Operators: Focus in on the required data for validation *Connectivity to External Systems: Export from content management systems and RESTful export *Transformation Support: Upgrades to Ghostscript and ImageMagick We will review many of the key enhancements within 4.5, including demos of operator-assisted machine learning and zoom view for operators. View the recorded version of the webinar here: https://register.gotowebinar.com/register/999768722838469633

4 Things You'll Love in Ephesoft Transact 4.5

Zia Consulting

In 2016, IBM announced their partnership with UNICOM for future development of Content Manager OnDemand (CMOD). While IBM maintains that nothing has changed from a business perspective, they have significantly reduced the CMOD sales team and are no longer handling support. Therefore, it appears that the future of CMOD is uncertain. If you are a current or prospective customer of CMOD, there are three things to consider when analyzing a product that has recently been sold to another corporation. Can the new provider deliver the support you need to be successful with a product they didn’t build? Are they truly committed to the product’s features? Are they trying to lock you into a proprietary cloud service? During this presentation we will address the challenges of maintaining the CMOD platform and offer an alternative solution: Mobius by ASG Technologies. Zia and ASG have experience in the intricacies of a CMOD rollout and customization as well as in the planning and execution of migrating from a mainframe (or other legacy) repository to Mobius—on-premises or in the cloud.

Your Future With Content Manager OnDemand

Zia Consulting

Join us for an overview of the industry-leading enterprise file synchronization and sharing solution, BlackBerry Workspaces. During this webinar, you’ll see how easy it is to enhance your security posture, reduce your costs, and control your files wherever they end up. Workspaces protects your files at rest, in transit, and on all devices with 256-bit encryption. The unique file security provides access control and enforces digital rights management—meaning that you can control who can access your files and what they can do once they have them. Best of all, Workspaces protects your files even after they have left your firewall and you can change or revoke file security settings remotely at any time.

Control Your Files Wherever They End Up With BlackBerry Workspaces

Zia Consulting

As regulations and expenses increase with loan processing, the need for a fully automated solution is now more important than ever. Utilizing even a partially manual process opens you up to errors, longer processing times, security issues, and unpredictable costs. By implementing a mortgage loan automation solution that focuses on data extraction, classification, and workflow, you can cut your processing expenses and risk by over 90%. With our Advanced Closing Extraction (ACE) mortgage accelerator, you can offset many issues introduced through TILA-RESPA by: - Decreasing employee hours spent on processing through automated document classification, data extraction, and information validation. - Enhancing the user experience with easy-to-implement exception handling and time-saving shortcuts. - Introducing process improvements based on detailed analytics and reporting capabilities. - Transforming the end-to-end customer experience from the first contact to the last interaction. Whether you are a mortgage bank, wholesale bank, or service provider, the need to automate document processing is clear. This webinar will guide you in navigating the changes seen from TRID with expertise, examples, and customer success stories.

Solving Loan Processing Through Automation

Zia Consulting

Insurers are in a constant race to stay ahead of the competition, find ways to reduce costs, and still increase throughput while keeping customers happy. While it may seem like a daunting task to do more with less, it is possible if you leverage the right technologies. Two leading technologies are the Insurance Document Automation Solution from Zia Consulting and VirtualViewer® HTML5 from Snowbound. When combined, they provide what you need to cross the finish line ahead of the rest. Join us for this presentation to discover how to: -Expedite your claims processing with streamlined collaboration – Users can open multiple documents in one tabbed window, compare documents side by side with a split screen, split and merge documents, and leverage XML-based annotations and true secure redactions. -Ensure remote access to claims – Empower external and internal users—including agents, call center representatives, adjusters, and underwriters—to review and process claims from any location and on any device with a web browser (mobile, tablet, etc.) without needing to download additional applications. -Immediately view only the content you need – Unique Page On Demand technology eliminates the need for users to wait for entire documents to download or stream so the content you need to review opens in seconds. -Enhance automated compliance and archiving efforts – Meeting compliance demands can be complicated by policy changes or claims that are introduced over the life of the policy—changes that can be hard to track. Reduce the risk of non-compliance and provide on-demand, universal access to critical content and audit trails of document workflows.

Speeding Up the Claims Process

Zia Consulting

While OCR technology has evolved substantially, it still struggles with handwriting recognition. However, modern machine learning offers new tools to solve long-standing challenges. New software solutions can now optimize complex business processes by turning even hand-filled paper documents into business-ready data automatically. Learn how leading insurance, financial services, and healthcare companies are leveraging new technology to automate processing of their paper-to-digital operations (including handwritten forms). You’ll hear how New York Life and five of the top 10 U.S. insurers have gained efficiencies and enabled critical business improvements with a 99.9% accuracy rate.

Unlock the Power of Handwriting Recognition to Optimize Your Business Processes

Zia Consulting

There are two common approaches to shared drives. One is considered day forward with people, processes, and technology that align with a company’s content strategy. The second, is a backfile, or the approach we take to cleaning up issues seen in our content management. As the largest collection of documents in your organization, removing shared drives suggests massive change management and expense. However, if approached correctly, it doesn’t have to be complex, expensive, or disruptive—and you can continue to provide a file system. Through proper methodologies, content is not duplicated and an alternative user interface is applied to the DMS. User adoption is also increased by leveraging the simple shared drive, and efficiency is increased by offering tools that automate common tasks. We will review the methods for classifying information, what you are able to accomplish with policy evolution, and the technologies and methods available to limit the sprawl of content.

Shared Drives and Content Sprawl—What To Do

Zia Consulting

Many organizations have concerns with the whirlwind of activities around Kofax, from the changing ownership structure to changing the business focus away from capture. This has led to questions about whether it's time to move on from Kofax to an alternative capture solution. While not every company is ready to make the move, for many the "why" to move away from Kofax has become more clear. However, concerns exist around how to move your business to a modern intelligent capture platform. And of course, that also leaves the question of where to move to. In this webinar, we will review each of these topics in depth—with our recommendations on when, how, and where to move. We will discuss our specific migration methodology, with best practices for modernizing your capture solution based on our experience from dozens of successful projects. In the webinar we will specifically cover the impact of: * Lexmark's recent sale to a group of Chinese investors * The ever-growing complexity of Kofax software * Kofax's move to focus more on business process solutions than capture We will finish with a look at how Ephesoft SmartCapture is the ideal modern alternative to Kofax, delivering intelligent classification and extraction from mailroom automation to embedded and mobile capture.

Moving on From Kofax... Why, How, and Where?

Zia Consulting

More from Zia Consulting (20)

Manage Content In-Place, Migrate as Needed for Records and Retention

What’s Redundant, Obsolete, and Trivial Content (ROT) What’s Not?

Refresh and Simplify: Privacy-Aware Governance Tackles your Darkest Data

Controlling the Complexity of Content Lifecycles

Streamlining Information Transfer for Energy and Utilities

Transforming the Accounts Payable Process, Powered by Box

Automating Paper-Based Workflows for Government

Digital Transformation: The Journey to Content Services

How to Consolidate in Order to Increase Operational Efficiency by Moving Your...

Effective Business Process Management in the Cloud

Digital Transformation: Moving Beyond Enterprise Content Management to Conten...

A 21st Century Approach—Enterprise Content in the Cloud

4 Things You'll Love in Ephesoft Transact 4.5

Your Future With Content Manager OnDemand

Control Your Files Wherever They End Up With BlackBerry Workspaces

Solving Loan Processing Through Automation

Speeding Up the Claims Process

Unlock the Power of Handwriting Recognition to Optimize Your Business Processes

Shared Drives and Content Sprawl—What To Do

Moving on From Kofax... Why, How, and Where?

Recently uploaded

[2024]Digital Global Overview Report 2024 Meltwater.pdf

hans926745

BooK Now Call us at +918448380779 to hire a gorgeous and seductive call girl for sex. Take a Delhi Escort Service. The help of our escort agency is mostly meant for men who want sexual Indian Escorts In Delhi NCR. It should be noted that any impersonator will get 100 attention from our Young Girls Escorts in Delhi. They will assume the position of reliable allies. VIP Call Girl With Original Photos Book Tonight +918448380779 Our Cheap Price 1 Hour not available 2 Hours 5000 Full Night 8000 TAG: Call Girls in Delhi, Noida, Gurgaon, Ghaziabad, Connaught Place, Greater Kailash Delhi, Lajpat Nagar Delhi, Mayur Vihar Delhi, Chanakyapuri Delhi, New Friends Colony Delhi, Majnu Ka Tilla, Karol Bagh, Malviya Nagar, Saket, Khan Market, Noida Sector 18, Noida Sector 76, Noida Sector 51, Gurgaon Mg Road, Iffco Chowk Gurgaon, Rajiv Chowk Gurgaon All Delhi Ncr Free Home Deliver

08448380779 Call Girls In Diplomatic Enclave Women Seeking Men

Delhi Call girls

presentation ICT roal in 21st century education

jfdjdjcjdnsjd

What is a good lead in your organisation? Which leads are priority? What happens to leads? When sales and marketing give different answers to these questions, or perhaps aren't sure of the answers at all, frustrations build and opportunities are left on the table. Join us for an illuminating session with Cian McLoughlin, HubSpot Principal Customer Success Manager, as we look at that crucial piece of the customer journey in which leads are transferred from marketing to sales.

04-2024-HHUG-Sales-and-Marketing-Alignment.pptx

HampshireHUG

Partners Life - Insurer Innovation Award 2024

The Digital Insurer

Handwritten Text Recognition for manuscripts and early printed texts

Maria Levchenko

08448380779 Call Girls In Civil Lines Women Seeking Men

Delhi Call girls

The presentation explores the development and application of artificial intelligence (AI) from its inception to its current status in the modern world. The term "artificial intelligence" was first coined by John McCarthy in 1956 to describe efforts to develop computer programs capable of performing tasks that typically require human intelligence. This concept was first introduced at a conference held at Dartmouth College, where programs demonstrated capabilities such as playing chess, proving theorems, and interpreting texts. In the early stages, Alan Turing contributed to the field by defining intelligence as the ability of a being to respond to certain questions intelligently, proposing what is now known as the Turing Test to evaluate the presence of intelligent behavior in machines. As the decades progressed, AI evolved significantly. The 1980s focused on machine learning, teaching computers to learn from data, leading to the development of models that could improve their performance based on their experiences. The 1990s and 2000s saw further advances in algorithms and computational power, which allowed for more sophisticated data analysis techniques, including data mining. By the 2010s, the proliferation of big data and the refinement of deep learning techniques enabled AI to become mainstream. Notable milestones included the success of Google's AlphaGo and advancements in autonomous vehicles by companies like Tesla and Waymo. A major theme of the presentation is the application of generative AI, which has been used for tasks such as natural language text generation, translation, and question answering. Generative AI uses large datasets to train models that can then produce new, coherent pieces of text or other media. The presentation also discusses the ethical implications and the need for regulation in AI, highlighting issues such as privacy, bias, and the potential for misuse. These concerns have prompted calls for comprehensive regulations to ensure the safe and equitable use of AI technologies. Artificial intelligence has also played a significant role in healthcare, particularly highlighted during the COVID-19 pandemic, where it was used in drug discovery, vaccine development, and analyzing the spread of the virus. The capabilities of AI in healthcare are vast, ranging from medical diagnostics to personalized medicine, demonstrating the technology's potential to revolutionize fields beyond just technical or consumer applications. In conclusion, AI continues to be a rapidly evolving field with significant implications for various aspects of society. The development from theoretical concepts to real-world applications illustrates both the potential benefits and the challenges that come with integrating advanced technologies into everyday life. The ongoing discussion about AI ethics and regulation underscores the importance of managing these technologies responsibly to maximize their their benefits while minimizing potential harms.

Artificial Intelligence: Facts and Myths

Joaquim Jorge

In an era where artificial intelligence (AI) stands at the forefront of business innovation, Information Architecture (IA) is at the core of functionality. See “There’s No AI Without IA” – (from 2016 but even more relevant today) Understanding and leveraging how Information Architecture (IA) supports AI synergies between knowledge engineering and prompt engineering is critical for senior leaders looking to successfully deploy AI for internal and externally facing knowledge processes. This webinar be a high-level overview of the methodologies that can elevate AI-driven knowledge processes supporting both employees and customers. Core Insights Include: Strategic Knowledge Engineering: Delve into how structuring AI's knowledge base is required to prevent hallucinations, enable contextual retrieval of accurate information. This will include discussion of gold standard libraries of use cases support testing various LLMs and structures and configurations of knowledge base. Precision in Prompt Engineering: Learn the art of crafting prompts that direct AI to deliver targeted, relevant responses, thereby optimizing customer experiences and business outcomes. Unified Approach for Enhanced AI Performance: Explore the intersection of knowledge and prompt engineering to develop AI systems that are not only more responsive but also aligned with overarching business strategies. Guiding Principles for Implementation: Equip yourself with best practices, ethical guidelines, and strategic considerations for embedding these technologies into your business ecosystem effectively. This webinar is designed to empower business and technology leaders with the knowledge to harness the full potential of AI, ensuring their organizations not only keep pace with digital transformation but lead the charge. Join us to map a roadmap to fully leverage Information Architecture (IA) and AI chart a course towards a future where AI is a key pillar of strategic innovation and business success.

EIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptx

Earley Information Science

Discord is a free app offering voice, video, and text chat functionalities, primarily catering to the gaming community. It serves as a hub for users to create and join servers tailored to their interests. Discord’s ecosystem comprises servers, each functioning as a distinct online community with its own channels dedicated to specific topics or activities. Users can engage in text-based discussions, voice calls, or video chats within these channels. Understanding Discord Servers Discord servers are virtual spaces where users congregate to interact, share content, and build communities. Servers may revolve around gaming, hobbies, interests, or fandoms, providing a platform for like-minded individuals to connect. Communication Features Discord offers a range of communication tools, including text channels for messaging, voice channels for real-time audio conversations, and video channels for face-to-face interactions. These features facilitate seamless communication and collaboration. What Does NSFW Mean? The acronym NSFW stands for “Not Safe For Work,” indicating content that may be inappropriate for professional or public settings. NSFW Content NSFW content encompasses material that is sexually explicit, violent, or otherwise graphic in nature. It often includes nudity, profanity, or depictions of sensitive topics.

Understanding Discord NSFW Servers A Guide for Responsible Users.pdf

UK Journal

Automating Google Workspace (GWS) & more with Apps Script

wesley chun

MySQL Webinar, presented on the 25th of April, 2024. Summary: MySQL solutions enable the deployment of diverse Database Architectures tailored to specific needs, including High Availability, Disaster Recovery, and Read Scale-Out. With MySQL Shell's AdminAPI, administrators can seamlessly set up, manage, and monitor these solutions, ensuring efficiency and ease of use in their administration. MySQL Router, on the other hand, provides transparent routing from the application traffic to the backend servers in the architectures, requiring minimal configuration. Completely built in-house and supported by Oracle, these solutions have been adopted by enterprises of all sizes for their business-critical applications. In this presentation, we'll delve into various database architecture solutions to help you choose the right one based on your business requirements. Focusing on technical details and the latest features to maximize the potential of these solutions.

Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...

Miguel Araújo

This presentations targets students or working professionals. You may know Google for search, YouTube, Android, Chrome, and Gmail, but did you know Google has many developer tools, platforms & APIs? This comprehensive yet still high-level overview outlines the most impactful tools for where to run your code, store & analyze your data. It will also inspire you as to what's possible. This talk is 50 minutes in length.

Powerful Google developer tools for immediate impact! (2023-24 C)

wesley chun

What are drone anti-jamming systems? The drone anti-jamming systems and anti-spoof technology protect against interference, jamming, and spoofing of the UAVs. To protect their security, countries are beginning to research drone anti-jamming systems, also known as drone strike weapons. The anti-jam and anti-spoof technology protects against interference, jamming and spoofing. A drone strike weapon is a drone attack weapon that can attack and destroy enemy drones. So what is so unique about this amazing system?

What Are The Drone Anti-jamming Systems Technology?

Antenna Manufacturer Coco

Axa Assurance Maroc - Insurer Innovation Award 2024

The Digital Insurer

08448380779 Call Girls In Friends Colony Women Seeking Men

Delhi Call girls

Scaling API-first – The story of a global engineering organization

Radu Cotescu

The 7 Things I Know About Cyber Security After 25 Years | April 2024

Rafal Los

2024: Domino Containers - The Next Step. News from the Domino Container commu...

Martijn de Jong

Sara Mae O’Brien Scott and Tatiana Baquero Cakici, Senior Consultants at Enterprise Knowledge (EK), presented “AI Fast Track to Search-Focused AI Solutions” at the Information Architecture Conference (IAC24) that took place on April 11, 2024 in Seattle, WA. In their presentation, O’Brien-Scott and Cakici focused on what Enterprise AI is, why it is important, and what it takes to empower organizations to get started on a search-based AI journey and stay on track. The presentation explored the complexities of enterprise search challenges and how IA principles can be leveraged to provide AI solutions through the use of a semantic layer. O’Brien-Scott and Cakici showcased a case study where a taxonomy, an ontology, and a knowledge graph were used to structure content at a healthcare workforce solutions organization, providing personalized content recommendations and increasing content findability. In this session, participants gained insights about the following: Most common types of AI categories and use cases; Recommended steps to design and implement taxonomies and ontologies, ensuring they evolve effectively and support the organization’s search objectives; Taxonomy and ontology design considerations and best practices; Real-world AI applications that illustrated the value of taxonomies, ontologies, and knowledge graphs; and Tools, roles, and skills to design and implement AI-powered search solutions.

IAC 2024 - IA Fast Track to Search Focused AI Solutions

Enterprise Knowledge

Recently uploaded (20)

[2024]Digital Global Overview Report 2024 Meltwater.pdf

08448380779 Call Girls In Diplomatic Enclave Women Seeking Men

presentation ICT roal in 21st century education

04-2024-HHUG-Sales-and-Marketing-Alignment.pptx

Partners Life - Insurer Innovation Award 2024

Handwritten Text Recognition for manuscripts and early printed texts

08448380779 Call Girls In Civil Lines Women Seeking Men

Artificial Intelligence: Facts and Myths

EIS-Webinar-Prompt-Knowledge-Eng-2024-04-08.pptx

Understanding Discord NSFW Servers A Guide for Responsible Users.pdf

Automating Google Workspace (GWS) & more with Apps Script

Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...

Powerful Google developer tools for immediate impact! (2023-24 C)

What Are The Drone Anti-jamming Systems Technology?

Axa Assurance Maroc - Insurer Innovation Award 2024

08448380779 Call Girls In Friends Colony Women Seeking Men

Scaling API-first – The story of a global engineering organization

The 7 Things I Know About Cyber Security After 25 Years | April 2024

2024: Domino Containers - The Next Step. News from the Domino Container commu...

IAC 2024 - IA Fast Track to Search Focused AI Solutions

ECM Renovation Roadshow: Automation Systems

1. Your Business Processes. Streamlined. ECM Automation Systems

2. • Any “Paper/Person-Centric” Process • Supporting Documents • Complex (Uncontrolled) Business Processes • Application & Claim Processing • Mortgage, Insurance, Government, Education…. • Benefits, Permits • Employee Onboarding • Contracts Management / Invoice Processing ECM Automation Systems – Where?

3. • ROI < 9 months. • 50%+ increase in Productivity. • Improved Customer Satisfaction. • Accelerated Revenue Cycles • Enhanced Compliance • Actionable Analytics. Prove It! ECM Automation Systems – Why?

4. 3 Core Components: • Smart Repository • Smart Workflow • Enterprise Integration Additional Components may include: • Customer Self-Service Web/Portal • OCR-as-a-Service • Records Management • Zia OneView ™ - Actionable Analytics ECM Automation Systems - What?

5. ECM Automation Systems Case Study

6. The loan process is intensive and costly

7. Why now? • Competition • Increased Risks • Leverage New Technologies • Increased Costs (Compliance & Storage)

8. • Origination & Underwriting • Borrower Documents: W-2’s, 1040’s, Bank Statements, 401k/IRA’s and more… • Paper, Email, Fax, Borrower Upload • Closing • HUD-1 & Other Closing Docs • Business Process Integration • Loan Origination System (LOS) Integration • Post Closing • Classify & Extract with ACE • GFE, TIL, HUD-1 • Sort & Stack for Delivery Zia Loan Automation System

9. • mFolder – docs + metadata • Borrower Uploads, Email Integration • Enterprise Document Management • Version Control • Enterprise Search • “Paperless Underwriting” – including Annotation (Markup) of Documents • Document Assembly • Automatic Records Management How - Smart Repository

10. • Status – New, WIP, Complete • Initiation of mFolder (Case) • Routing – Review, Approve • Classify & Extract • Declare Record How – Smart Workflow

11. • Zia LAS + Your LOS • Email & Office Integration • Viewer, Capture, Portal • LOS Integration • Point-to-Point • Enterprise Service Bus How - Enterprise Integration

12. Additional Components Borrower Site/Portal • Secure Customer Login • Loan Origination • Upload Documents • Check Status • Unique Landing Page • Simple Design & Branding • Asset Re-use Across Sites

13. In-Process Capture™ (IPC) • Classification & extraction optimized for use WITHIN your document repository • Capture by users within business process – by borrower, by document Additional Components OCR-as-a-Service

14. Additional Components OCR-as-a-Service Advanced Closing Extraction™ (ACE) • Classification for Hundreds of Closing Document Types • Extraction for Critical Closing Documents • HUD-1, TIL, GFE • State specific documents (CA, IL…) • Tested/Validated with Leading Mortgage Company

15. • We said we save you time, we can prove it. • Compliance & Management Metrics • Reporting / BI Integration • Managed by Zia OneView ™ Additional Components Actionable Analytics

16. Rapid ROI (< 9 months) 50% > Process Improvement Accelerated Revenue Cycles Compliance Actionable Analytics Zia Loan Automation System Delivers:

17. Demo!

18. Life Insurance Applications ECM Automation Systems – Where Else?

19. New Life Insurance Applications • ~500 Unique Forms • ~ 6 million docs/year Expensive + Slow + Error Prone • Agents – Upload to ECM system • Customers - Paper, Email, Fax • 3rd Parties – Paper to EDI (Lab Results, Medical Forms) • Email/Fax – Print & Re-Scan Previous Solution – More People. Automation Case Study Regional Life Insurance Company

20. Zia Insurance Automation System Results: • Quick Wins with Discrete Projects • Automate Classification • Forms – Version Control + Redesign + Rationalization • Customer Portal • Automate Extraction • Actionable Analytics • Reduced Costs • Reduced Delivery Time to Underwriting = Time to Revenue • Reduced Error Rates

21. Questions?

ECM Renovation Roadshow: Automation Systems

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to ECM Renovation Roadshow: Automation Systems

Similar to ECM Renovation Roadshow: Automation Systems (20)

More from Zia Consulting

More from Zia Consulting (20)

Recently uploaded

Recently uploaded (20)

ECM Renovation Roadshow: Automation Systems