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Kofax Express and Microsoft SharePoint
Deliver More Information to Your SharePoint Solution
Agenda
 Capture Market Opportunity
 Benefits of Scanning and Capture
 Overview of Kofax Express
 Use of Microsoft SharePoint
 Customer Case Studies
Capture Market Opportunity
CIOs top 3 priorities*:
 Improving business processes
 Reducing costs
 Increasing use of information
and analytics
Scanning and Capture yield
two of the three fastest ROIs**
Scanning and Capture users
report ROI in:**
 12 months or less = 39%
 18 months or less = 57%
49%
37%
30%
28%
20%
17%
12%
11%
10%
5%
14%
Scanning
DM
Capture
Workflow
ERM
Collaboration
Ent Search
Forms
BPM
E-discovery
None
Which three applications
produce the fastest ROI?
* Gartner, June 2010
** AIIM, November 2010
Amount of important documents
still archived in paper form*
Capture Market Opportunity
* CNN Tech – March 2010
** AIIM, November 2010
*** The Independent – October 2010
62%
Organizations that have
deployed content capture**16%
Pages printed from mobile
devices in 2010***
12
billion
Benefits of Scanning
 Documents have measureable business value
 Initiate Business Processes
 Improve Customer Service
 Complete a Transaction
Scanning and Capture Deliver
Speed
Cost
VisibilityControl
Quality
Faster
Processes
Reduced
Costs
Transparency
Environmental
Control
Improved
Data Quality
Better
Data
Replaces manual, error-prone and costly
processes
 Production scanning application
 For small to medium businesses,
or departments in larger enterprises
 Tightly integrated with Kofax patented VRS technology
Benefits
 Reduces costs
 Enables records management compliance
 Easy to deploy and use
 Low training and startup costs
Kofax Express
Why Kofax Express
 Ease of Use
 Fully Capable
 Proven by the Market Leader
Source: The 2011-12 Worldw ide Market for Document Capture Softw are
Harvey Spencer and Associates (July 2011)
Kofax Express and Microsoft SharePoint
FoundationalECM
Supplemental ECM
Embrace and Extend Workloads with Partners
Kofax Solutions for SharePoint
Knowledge workers spent on average a combined
7.4 hours a week "searching but not finding
information" and "reformatting data from multiple
sources."
The lost time spent carrying out these inefficient
practices equates to nearly $12,000 per employee
per year based on average salaries.
Managing Documents for Success in the New Business
Information Paradigm - October, 2010
What’s the Problem?
Your SharePoint Environment
How Can You Be Certain?
 Information is captured securely and accurately
 Converted to the right format for storage
 Sent to the correct SharePoint library
 Accurate and consistent column data is applied
 The correct business process is initiated
The Opportunity
 Capture is critical to populate SharePoint
with intelligent, actionable information to drive:
 Effective governance
 Effective collaboration
 Efficient process automation
 Business process management (BPM)
 Enhanced search & business intelligence
Capture Enabled BPM ROI
What payback period would you say you have achieved or are likely to
achieve from your investments in scanning and capture?
40% achieve
ROI in 12
months or less
74% within 2 years
Capture and BPM deliver rapid ROI!
AIIM: Using SharePoint for ECM
June, 2011
Classification and Extraction
1. Document scanned by Kofax
Express
2. Correct data is automatically
extracted using zonalOCR
3. Results are validated
4. Converted to PDF with
all the text (searchable)
5. Exported to SharePoint
6. Column data populated
automatically
Demo of Kofax Express with SharePoint
Process Automation in SharePoint
 Content Organizer Rules
 Set rules that act on content placed in
the drop-off library
 Rules are triggered based on column
data populated by Kofax
 SharePoint Workflow
 Automatically trigger workflows upon
creation of new document types
 Make decisions based on column data
populated by Kofax Express
TotalAgility BPM & Case Management
Business Process
Management
Case Management
“Particularly relevant for
Microsoft shops, the
TotalAgility product
leverages Microsoft
Office, SharePoint,
Dynamics/CRM, and
OCS/Lync.”
Forrester – Dynamic Case
Management Wave (January 2011)
Customer SharePoint Success Around the Globe
• Increased productivity and efficiency
by 20%-90%
• Saved over £9 million annually
• Improved compliance
• Improved customerservice
• Faster and better business decisions
• ROI within 3-12 months
Customer Case Studies
Exmoor National Park
 Created in 1954
 Mission “to conserve and enhance the natural beauty, wildlife and cultural
heritage of the Park”
 All building and planning applications within the Park need approval
 Capture and routing of incoming mail and architecture drawings via
SharePoint
Exmoor National Park
 Replace a manual, error prone, and time intensive process
 “…frustrating to the staff.”
 Improve visibility for the staff
 “…remove the human element for staff to chase people down for
answers.”
 Get the documents, drawings and data to SharePoint
Solution Goals
 Fujitsu fi-6130 Scanners with VRS – Scanning incoming mail
 A0 Scanners for Architecture Drawings
 SharePoint with Workflow tracking and routing
Solution
Results
 Effective process and solution
 Happier (more efficient) staff
 Completely automated system with SLA’s and escalations
University of Bristol
 UK Borders Agency Immigration System
 Need to capture Passport/Visa details
 “Licence” can be revoked if data not held
 >2,000 students annually
 Requirement to integrate with SharePoint
University of Bristol
 Replace a manual process based upon paper and filing cabinets
 “…obviously this wasn’t sustainable.”
 Find a solution to scan and index documents
 Integration to SharePoint
Solution Goals
 Integration with SharePoint and Student Records systems
 High speed capture, index and export of student data
 Accelerated indexing process – fast and accurate
Solution
 Office look and feel “familiar” to most users
 Easy to support – no costly training of IT personnel required
 Easy to configure and deploy
 Accelerated indexing process – fast and accurate
 Achieved legal requirements – capture and retention of students passport
and visa documentation
Results
For further information, please contact:
Bruce Orcutt
Director of Product Marketing
Phone: +01-949-783-1370
Email: bruce.orcutt@Kofax.com
Dean Misenhimer
Senior Director of Product Marketing
Phone: +01-949-783-1428
Email: dean.misenhimert@Kofax.com

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Deliver More Information to your SharePoint Solution: Kofax Express and SharePoint

  • 1. Kofax Express and Microsoft SharePoint Deliver More Information to Your SharePoint Solution
  • 2. Agenda  Capture Market Opportunity  Benefits of Scanning and Capture  Overview of Kofax Express  Use of Microsoft SharePoint  Customer Case Studies
  • 3. Capture Market Opportunity CIOs top 3 priorities*:  Improving business processes  Reducing costs  Increasing use of information and analytics Scanning and Capture yield two of the three fastest ROIs** Scanning and Capture users report ROI in:**  12 months or less = 39%  18 months or less = 57% 49% 37% 30% 28% 20% 17% 12% 11% 10% 5% 14% Scanning DM Capture Workflow ERM Collaboration Ent Search Forms BPM E-discovery None Which three applications produce the fastest ROI? * Gartner, June 2010 ** AIIM, November 2010
  • 4. Amount of important documents still archived in paper form* Capture Market Opportunity * CNN Tech – March 2010 ** AIIM, November 2010 *** The Independent – October 2010 62% Organizations that have deployed content capture**16% Pages printed from mobile devices in 2010*** 12 billion
  • 5. Benefits of Scanning  Documents have measureable business value  Initiate Business Processes  Improve Customer Service  Complete a Transaction
  • 6. Scanning and Capture Deliver Speed Cost VisibilityControl Quality Faster Processes Reduced Costs Transparency Environmental Control Improved Data Quality Better Data
  • 7. Replaces manual, error-prone and costly processes  Production scanning application  For small to medium businesses, or departments in larger enterprises  Tightly integrated with Kofax patented VRS technology Benefits  Reduces costs  Enables records management compliance  Easy to deploy and use  Low training and startup costs Kofax Express
  • 8. Why Kofax Express  Ease of Use  Fully Capable  Proven by the Market Leader Source: The 2011-12 Worldw ide Market for Document Capture Softw are Harvey Spencer and Associates (July 2011)
  • 9. Kofax Express and Microsoft SharePoint
  • 10. FoundationalECM Supplemental ECM Embrace and Extend Workloads with Partners Kofax Solutions for SharePoint
  • 11. Knowledge workers spent on average a combined 7.4 hours a week "searching but not finding information" and "reformatting data from multiple sources." The lost time spent carrying out these inefficient practices equates to nearly $12,000 per employee per year based on average salaries. Managing Documents for Success in the New Business Information Paradigm - October, 2010 What’s the Problem?
  • 13. How Can You Be Certain?  Information is captured securely and accurately  Converted to the right format for storage  Sent to the correct SharePoint library  Accurate and consistent column data is applied  The correct business process is initiated
  • 14. The Opportunity  Capture is critical to populate SharePoint with intelligent, actionable information to drive:  Effective governance  Effective collaboration  Efficient process automation  Business process management (BPM)  Enhanced search & business intelligence
  • 15. Capture Enabled BPM ROI What payback period would you say you have achieved or are likely to achieve from your investments in scanning and capture? 40% achieve ROI in 12 months or less 74% within 2 years Capture and BPM deliver rapid ROI! AIIM: Using SharePoint for ECM June, 2011
  • 16. Classification and Extraction 1. Document scanned by Kofax Express 2. Correct data is automatically extracted using zonalOCR 3. Results are validated 4. Converted to PDF with all the text (searchable) 5. Exported to SharePoint 6. Column data populated automatically
  • 17. Demo of Kofax Express with SharePoint
  • 18. Process Automation in SharePoint  Content Organizer Rules  Set rules that act on content placed in the drop-off library  Rules are triggered based on column data populated by Kofax  SharePoint Workflow  Automatically trigger workflows upon creation of new document types  Make decisions based on column data populated by Kofax Express
  • 19. TotalAgility BPM & Case Management Business Process Management Case Management “Particularly relevant for Microsoft shops, the TotalAgility product leverages Microsoft Office, SharePoint, Dynamics/CRM, and OCS/Lync.” Forrester – Dynamic Case Management Wave (January 2011)
  • 20. Customer SharePoint Success Around the Globe • Increased productivity and efficiency by 20%-90% • Saved over £9 million annually • Improved compliance • Improved customerservice • Faster and better business decisions • ROI within 3-12 months
  • 23.  Created in 1954  Mission “to conserve and enhance the natural beauty, wildlife and cultural heritage of the Park”  All building and planning applications within the Park need approval  Capture and routing of incoming mail and architecture drawings via SharePoint Exmoor National Park
  • 24.  Replace a manual, error prone, and time intensive process  “…frustrating to the staff.”  Improve visibility for the staff  “…remove the human element for staff to chase people down for answers.”  Get the documents, drawings and data to SharePoint Solution Goals
  • 25.  Fujitsu fi-6130 Scanners with VRS – Scanning incoming mail  A0 Scanners for Architecture Drawings  SharePoint with Workflow tracking and routing Solution
  • 26. Results  Effective process and solution  Happier (more efficient) staff  Completely automated system with SLA’s and escalations
  • 28.  UK Borders Agency Immigration System  Need to capture Passport/Visa details  “Licence” can be revoked if data not held  >2,000 students annually  Requirement to integrate with SharePoint University of Bristol
  • 29.  Replace a manual process based upon paper and filing cabinets  “…obviously this wasn’t sustainable.”  Find a solution to scan and index documents  Integration to SharePoint Solution Goals
  • 30.  Integration with SharePoint and Student Records systems  High speed capture, index and export of student data  Accelerated indexing process – fast and accurate Solution
  • 31.  Office look and feel “familiar” to most users  Easy to support – no costly training of IT personnel required  Easy to configure and deploy  Accelerated indexing process – fast and accurate  Achieved legal requirements – capture and retention of students passport and visa documentation Results
  • 32. For further information, please contact: Bruce Orcutt Director of Product Marketing Phone: +01-949-783-1370 Email: bruce.orcutt@Kofax.com Dean Misenhimer Senior Director of Product Marketing Phone: +01-949-783-1428 Email: dean.misenhimert@Kofax.com