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

1. ECM Automation Systems
Your Business Processes.
Streamlined.

2. Why
automate?
• Rapid Return on Investment (ROI)
• Expected ROI in Less than 9 months
• 50% Improvement in Process Efficiency
• Accelerated Revenue Cycles
• Enhance Customer Service
• Actionable Analytics
• Meet Compliance Requirements

3. Why
now?
• Competition
• Increased Risks
• Leverage New Technologies

4. ECM Automation System - What is it?
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Built on an Alfresco
Advanced Integrated Workflow
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Modules may include:
• Secure Web/Portal
• xFolder
• Capture-as-a-Service
• Records Management
• Enterprise Integration
• Zia OneView ™ audit trails
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Mortgage, Insurance, Government…
Accounts Payable, Human Resources…

5. What is it?
Zia Loan Automation System
• Origination to Closing
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Documents via Paper, Email, Web
Classification & Extraction of Data
Advanced Workflow
LOS Integration
Zia OneView

6. Case Study
Automating Loan Origination

7. Automating Loan Origination
Origination Documents
• W-2’s, 1040’s, Bank Statements, 401k’s & more…
• Paper, Fax
• Email, Borrower Upload
Zia Loan Automation System
• Secure Borrower Site
• Document Repository
• In-Process Capture
• LOS Integration
• Actionable Analytics

8. Secure Borrower Site
Powered by Crafter:
• Simple Design & Branding
• Asset Re-use Across Sites
• Secure Customer Login
• Unique Landing Page

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

10. In Process Capture (IPC)
• Classification & extraction optimized for use
WITHIN your document repository (vs. Mailroom
Automation)
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Capture by users within business process – by
borrower, by document
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Featuring Ephesoft OCR

11. LOS Integration
• Zia LAS + Your LOS
• In Process Integration
• LOS Integration
• Point-to-Point
• Enterprise Service Bus

12. Actionable Analytics
• We said we save you time, we can
prove it.
• YOU can find out where you are still
slow
• Collection of data from initiation to
closing
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Compliance & Management Metrics
Reporting / BI Integration
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Managed by Zia OneView ™

13. Demo

14. Other Zia Automation Systems
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Life Insurance Applications
Retirement / Investment Accounts
Employee Applications & Onboarding
Government – Benefits, Permits….
University Applications
Invoice Processing
• Paper-Centric Processes
• “Supporting” Documents

15. Life Insurance Automation System
Life Insurance Applications
• Paper or Electronic Documents
• Application = “Structured” Data
• Supporting Docs (Medical History, Lab Tests, Income
Information, etc…)
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Structured
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Semi-Structured
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Unstructured
Current (Manual) Process:
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Costly
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Slow
•
Error Prone

16. Life Insurance Automation System
Automation System Modules:
• Secure Application Site / Portal
• iFolder – upload, email
• Classification & Extraction
• Mailroom Automation and/or
• In Process Capture
• Secure Collaboration – view &
annotate
• Records Management (EasyRM)
• Insurance Management System
Integration

17. Case Study #1
Regional Life Insurance Company
• ~500 Forms, ~ 6 million
docs/year
• Agents – Upload directly
to ECM system
• Customers Paper, Email, Fax
• 3rd Party – Lab
Results, other Medical
Forms
• Email/Fax – Printed &
Scanned

18. Case Study #1
Regional Life Insurance Company
• Phase 1 – Classification of
Documents
• Phase 2 – Redesign /
Rationalization of Forms
(version control)
• Phase 3:
• Extraction
• OneView Analytics
• Customer Portal

19. Human Resources Automation System
Employee Applications & Onboarding
• Paper or Electronic Documents
• Application = “Structured” Data
• Supporting Docs (I-9, W-4, Employment
Agreement, Confidentiality Agreement, and more…)
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Structured
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Semi-Structured
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Unstructured
Current (Manual) Process:
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Costly
•
Slow
•
Error Prone

20. Human Resource Automation System
HR Automation System Modules
• Secure Employee Application Site / Employment
Portal
• eFolder – upload, email
• Classification & Extraction
• Mailroom Automation and/or
• In Process Capture
• Secure Collaboration – view & annotate
• Records Management (EasyRM)
• HCM Integration

21. SAP Integration
Zia + Pernexas Partnership
• Ephesoft + Alfresco + SAP
• Connexas – only certified connector Alfresco to SAP
• Alfresco – provides collaboration + Records
Management
• SAP ERP, HCM

22. Simple + Secure Back Office:
Accounts Payable
What’s the Problem?
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Vast Majority are still “paper” invoices
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Current (Manual) Processes are Costly, Slow, Error
Prone
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Lack of Strategic Insight
Why so difficult?
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“No two invoices are the same”
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Where to find PO Number, Invoice
Number, Taxes, Grand Total, Supplier Details
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Past approaches haven’t worked (Templates, List of
Variables)

23. Invoice Automation System
Invoice Automation System Modules
• Secure Vendor Site / Portal
• vFolder – upload, email
• Classification & Extraction
• Mailroom Automation and/or
• In Process Capture
• Secure Collaboration – view & annotate
• Records Management (EasyRM)
• ERP/Accounting Integration

24. Integration
• Point-to-Point
• Enterprise Service Bus (ESB)