In this webinar, exclusively for BPOs and Outsourced Service Providers, we share with you the results of our recent survey from the leaders of capture projects. Find out how Parascript works with its partners to ensure that customers improve and update their capture platform and processes. Want to follow along with the webinar replay? Download it here for FREE: https://info.aiim.org/capture-leaders-and-their-projects-2019

1. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Webinar Title
Presented DATE
Capture Leaders & Their Projects:
We Asked, They Answered. Discover What This Means for You.
An AIIM Webinar presented April 24, 2019

2. Underwritten by:
Today’s Speakers
Kevin Craine
Content Strategist
AIIM
Greg Council
Vice President of Marketing & Product Management
Parascript
Bill Johnson
Vice President of Global Sales
Parascript

3. Underwritten by:
Kevin Craine
Content Strategist, AIIM
Host, AIIM On Air Podcast
Introducing our Speaker

4. Underwritten by:
Leaders in Capture
 AIIM Surveyed Members
 How is capture used today?
 What is the vision for capture?
 Roadblocks to success?
 Avenues for opportunity?

5. Underwritten by:

6. Underwritten by:
Real World Practitioners
 100% are actively involved with document capture.
 46% have two or more installations.
 Of those with only one system, 27% say this is because
they have consolidated multiple systems.

7. Underwritten by:
Digital Transformation Journey
 Information Fuels
Digital Transformation
 Common Denominator
in success
 Volume, velocity, and
variety of information
is a challenge

8. Underwritten by:
Intelligent Information Management

9. Underwritten by:
Intelligent Information Management
 Flexible and modular
approach
 Fuel everyday workflow
and redefine experiences
 Turn information into
business intelligence

10. Underwritten by:
Real World Snapshot
 How are people
capturing
information?
 Roadblocks and
opportunities?
 Where are things
headed?

11. Underwritten by:
Greg Council
Vice President
Parascript
Introducing our Speaker

12. Underwritten by:
Who AIIM Surveyed
1
2
3
4
5
6
7
8
9
USA
OTHER WESTERN EUROPE
CANADA
MEXICO, CENTRAL/S. AMERICA, CARIBBEAN
MIDDLE EAST, AFRICA, S. AFRICA
UK, IRELAND
AUSTRALIA, NEW ZEALAND
ASIA, FAR EAST
EASTERN EUROPE,
RUSSIA
LOCATION ORGANIZATION
SIZE BY
EMPLOYEES
The largest percentage of
respondents came from these
industry sectors:
 Government & Public Sectors
 Finance, Banking & Insurance
 IT & High Tech
 Document Service Providers
Underwritten by:
USA | 49%
Canada
12%
Other
Western
European
Countries
14%
Mexico,
Central/S. Am+
7%
6%
24%
41%
29%
0-10
10-100
100-1000
Over 1000

13. Underwritten by:
State of Document-oriented Processes
Describe how dependent each of the following process are on paper forms and documents.
27% 24% 23% 10%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Completely paperless
Mostly paperless
Mostly dependent on paper
forms and documents
Completely dependent on
paper formsand documents

14. Underwritten by:
Deployment of e-Forms Technology 2019
Have you deployed e-forms technology as part of your processes?
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Yes
Planned
Not Planned

15. Underwritten by:
Deployment of e-Forms Technology 2019 vs 2018
Have you deployed e-forms technology as part of your processes?
0%
10%
20%
30%
40%
50%
2019 2018 2019 2018 2019 2018
Yes Planned Not Planned
Accounts Payable/AR Records Mgmt. Manufacturing Logistics
Customer Loyalty Pgrms. Supply Chain Mgmt. Patient Care Admin.

16. Underwritten by:
One Department Using Capture | Reasons
If you only have one department or group using advanced capture,
what is the MOST significant reason for this?

17. Underwritten by:
Percentage of Document Types Processed By Capture
Think about the following types of content processed with advanced capture in
your organization. Approximately what percentage are in these formats?
27% 24% 23% 10%
2018
56%
35%
9%
2019
49%
39%
12%
Paper/Scanned Digitally Born e-Forms

18. Underwritten by:
Maximum Number of Document Types
What is the maximum number of document types (e.g. invoices, application
forms, claims forms) processed in any single system in your organization?
27% 24% 23% 10%
0%
10%
20%
30%
40%
50%
60%
70%
1-2 Document
Types
3-5 Document
Types
6-10 Document
Types
Over 10 Document
Types
2018 2019

19. Underwritten by:
Implementation of Automated Classification
Automated document classification software constructs rules to automatically classify
document types without manually creating rules or using separators.
Have you implemented automated classification?
27% 24% 23% 10%
0% 10% 20% 30% 40% 50% 60%
Currently Using
Planning to Use
Not Aware of Classification
Software
2019 2018
Automated Document Classification

20. Underwritten by:
Greatest Weaknesses of Most Advanced Capture
#1 Drawback or Weakness of Advanced Capture
28%
25%
23%
15%
9%
Inability to extract handwriting on
documents
Complexity of configuration/learning
curve to get proficient
Inability to handle unstructured
documents.
Accuracy of the system not good
enough
Inability to work with digital documents
without requiring separate
configurations or use of OCR
1
2019 #1 Drawback in 2018
Limitations of available
technology
• Data Retrieval
• Straight Through Processing
• Handwritten data

21. Underwritten by:
Advanced Capture with Machine Learning
If you have implemented a document or data capture system that has machine
learning, how satisfied are you with the machine learning capability?
WE DON’T HAVE THIS CAPABILITY
SOMEWHAT SATISFIED TO NOT
SATISFIED WITH
THIS CAPABILITY
SATISFIED WITH
THIS CAPABILITY
62%
25%
13%
2018 30% have ML
How satisfied are you?
Very Much It's OK Not so much
It’s OK Not So Much
& Very Much
are tied at
16%
38% in 2019
have Advanced Capture
with Machine Learning

22. Underwritten by:
Advanced Capture with Machine Learning
Has machine learning simplified configuration and operations?
Of those organizations that have capture, they answered:
Very much Somewhat Not so much
50%42%
8%
2018 2019
38% in 2019
vs 30% in 2018
have Advanced Capture
with Machine Learning
61%
22%17%

23. Underwritten by:
Advanced Capture in Robotic Process Automation
Robotic Process Automation (RPA) delivers significant benefits in many organizations.
Do you have plans for RPA that include processes that are document intensive?
RPA Leveraging Advanced Capture
No Plans for RPA
Planning to use RPA
with advanced capture
Was Not Aware of RPA
Currently using RPA
with advanced capture
Currently using RPA
without advanced capture
Planning to use RPA
without advanced capture
RPA
Leveraging
Advanced
Capture

24. Underwritten by:
Business Processes Using RPA with Advanced Capture
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
Records Mgmt
AP/AR
Other
HR (On-boarding, etc.)
Customer on-boarding
Contract Mgmt.
New Account Opening
Legal
Claims processing
Order fulfillment
Supply Chain Mgmt.
Logistics
Patient Care Admin.
Customer Loyalty Prgms.
Loan Processing
Manufacturing
Mortgage Origination
RPA with Advanced Capture
If you are using RPA with Advanced Capture or are planning to do so
what business processes will be involved?
RPA with
Advance Capture
Records Management,
Accounts Payable/Accounts
Receivable, Human
Resources and the
ubiquitous Other all rank
high for RPA with Capture

25. Underwritten by:
Future of Document Processing Automation
What do you see as the direction of document processing automation over the
next three years at your organization? All that apply.
More
Digitally-born
Documents
70%
Expansion to
Other Scanned
Doc Types
32%More
e-Forms
41%
Migrate to
Cloud/Hosted
Offering
30%
4%
Direction of Document Automation | Respondents Checked All that Apply 2018 2019
No significant changes 7% 13%
We plan to focus more on expansion to other scanned document types. 10% 32%
We plan to focus more on replacement more paper forms with eForms. 29% 41%
We plan to expand document processing to more digitally-born documents 39% 70%
Migrate to cloud/hosted capture offering 11% 30%
Our document processing will be outsourced to service providers that use full automation 3% 4%

26. Underwritten by:
Capture Leaders Survey Key Take-Aways
3
While paperless is still an undeniable
objective, some processes are just beyond
that scope…at least for now. The key is know
what makes sense and why.
1
A big difference exists between 2018 and 2019
perspectives regarding application of machine
learning to advanced capture. This provides
anecdotal evidence that we at risk of heading
towards the “trough of disillusionment.”
2
Use of RPA within document-intensive processes
is tracking along with the “low-hanging fruit”
strategy, focusing on ones that are well-defined
without many complex paths.

27. Underwritten by:
Options to Consider Moving Forward

28. Underwritten by:
Parascript Advanced Capture with Smart Learning
Automatically configures
itself and adapts to
changing streams of
documents
Automatically measures
and improves system
performance
Automatically completes
tasks without the typical
time and expense of
professional services
Automatically analyzes
documents through self-
learning from your
tagged samples
Automatically creates a
document map with only
the click of a button
Automatically collects background
data during operations and uses it to
measure and improve performance
with no change to existing workflows
Parascript advanced capture—leveraging advanced Smart Learning—solves
the cost and complexity challenges of today’s industry capture solutions.

29. Underwritten by:
Request a Demo and Needs Assessment
Contact Us:
www.parascript.com
info@parascript.com
888.225.0169