This document discusses integrating electronic fax with business applications and devices to securely exchange information. It describes how fax is still widely used for critical business transactions in industries like healthcare, legal, utilities and manufacturing. Integrating fax with email, ERP systems, document management, MFP devices and electronic medical records can streamline workflows, improve compliance and increase productivity by automating the delivery of documents and forms. The benefits include faster processing, reduced costs, improved agility and a foundation for digital transformation.

1. Secure Information Exchange
Integrate with Applications and Devices

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Information
is the
currency
of the
digital
economy
Integrate
business
process and
secure
information
exchange
Ensure
compliance
and
increase
productivity

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Business Flows Depend on Information Flows
Business systems (ERP, ECM, EMR) produce
and consume transactional content that needs
to be delivered to specific recipients and
systems
 POs, POAs, change order requests
 Delivery instructions/confirmations
 Medical records, test results, release forms
 Trade orders and confirmations, loan applications
 Monthly statements
 HR records, employee change forms, new hires
Structured & Unstructured

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Why Integrate Electronic Fax?
 Connect business processes with secure information exchange
 Create a seamless flow of information that is more than just point-to-
point communication
 Set a course for your digital transformation journey
Create a foundation by which to capture, manage,
exchange, and analyze the flow of information

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Benefits of Integrated Secure Information
Exchange
 Increase productivity and the
efficiency of fax-dependent
workflows and business
processes
 Excel at process automation
 Accelerate time to revenue
 Facilitate growth with faster
business expansion
 Focus on your core business
to differentiate and be more
agile than your competitors
 Reduce TCO
Get this part right
and set your organization up for a successful
digital transformation journey

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Businesses Still Use Fax
Healthcare
Lab & Test Results
Prescriptions
Admittance Doc.
Claims Processing
Legal
Contracts
Court Filings
Patents
Wills and Trusts
Utilities
Trade Confirmations
Contract Bids
Authorizations
Manufacturing
Purchase Orders
RFI/RFQ/RFP
Shipping Documents
Bills/Invoices
Financial Services
Credit Applications
Claim Forms
Collection Notices
Trade Confirmations
Government
Expense Tracking
Property Records
Emergency Info
Fax is still heavily used in a
number of vertical markets for
business critical transactions
Slide 6
Why?
 Proven and reliable
technology
 Tamper-resistant image files
 Used worldwide in every
industry
 Legally binding exchange of
information with “Proof of
Delivery”

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Why do companies use fax?
 A business process or workflow uses
fax
 Confirmed delivery with date and
time stamp and audit trail
 Customers/suppliers/partners
continue to use fax
 Security/compliance - Other ways of
sending documents are not secure
(email, mail, courier, USB)
 Legally binding communication

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Fax has proved much stickier than anyone
would have expected several years ago.
Businesses find it an essential tool to comply
with compliance issues and use fax because
their trading partners prefer them to.
Peter Davidson, Fax Service Markets, 2012-2017

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Electronic Fax Integrations
 With APIs, SDKs and other developer tools, the options are endless,
but the most common integrations are…
Email
Document
Management MFPERP EMR

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Integration with Applications: Email
 Email is the most widely used application in business
 Integration allows users to securely send, receive and manage faxes
within the application they use the most
 Microsoft Outlook
 Office 365
 Gmail
 IBM Notes
 Any email application

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Integration with Applications: ERP
 Integrate with SAP, Oracle and
other host or back-end
applications
 Fast and automated delivery of
high volumes and batch
documents produced by
applications
 Efficient and highly scalable
solution to handle any size
workload or enterprise
requirement
 Little to no manual involvement
with document delivery
 Turn unstructured content into
structured information to be
consumed
 Automatically deliver invoices to
customers and/or suppliers
 Effectively manage sales order
changes
 Communicate with your entire
supply chain
 Shorten business cycles with
improved speed and efficiency of
business processes

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Integration with Applications: Document
Management
 Integrate with OpenText Content
Server, OpenText eDOCS, Microsoft
SharePoint, IBM FileNet or any other
content management application
 Send, receive, and archive faxes
in document libraries
 Comply with privacy, security, and
other regulations
 Prove transaction and documentation
history for e-discovery and other legal
needs
 Automate document-centric business
processes
 Document management flow –
incoming faxes can be
automatically routed to users and
groups for document workflow
processes
 Secure any workflow or business
process that requires securely
exchanging content from to and
from applications
 Received faxes can be easily
integrated into applications for
distribution and workflow
processes

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Integration with Devices: MFP
 Non-integrated MFP
devices lack control, audit
capabilities and are
expensive to fax-enable
separately
 Regulations and
compliance require
protection of sensitive
customer and patient
information
 Eliminate costly fax kits for
MFP devices
 Eliminate separate phone
lines to all MFP devices
 Reduce IT management
costs and overhead
 Consolidated audit trail and
user transmission history
 Centralized control of fax
activity

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Integration with Applications: EMR (Healthcare)
 Secure exchange of PHI
between providers,
insurance companies, and
pharmacies with integrated
EMR systems
 Reduce HIPAA compliance
risk by transforming from
paper-based manual
processes to electronic
documents and
transmissions
*EMR – Electronic Medical Records
 Eliminate inefficient patient
information workflows by
integrating with EMR
systems

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$6,500,000,000,000 IN TRANSACTION DOLLAR VALUE PROCESSED
23/25 WORLD-CLASS SUPPLY CHAINS
BUSINESSES CONNECTED
600,000
16 BILLION E-COMMERCE
TRANSACTIONS
65K CUSTOMERS
2 BILLION FAXES
OpenText Business Network Enables:

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For More Information
OpenText Secure Information Exchange Solutions