Check out these webinar slides to learn how RPA and document automation work together to automatically and efficiently acquire, understand, and deliver content in critical business processes. Want to follow along with the webinar replay? Download it here for FREE: http://info.aiim.org/how-the-marriage-of-robotics-documents-and-process-can-digitally-transform-your-business

1. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Webinar Title
Presented DATE
How the Marriage of Robotics, Documents, &
Process Can Digitally Transform Your Business
An AIIM Webinar presented August 14, 2018

2. Underwritten by:
Atle Skjekkeland
Sr. Vice President
AIIM
Ryan Bazler
Dir. Product Marketing
Kofax
Host: Theresa Resek, CIP
Director
AIIM
Today’s Speakers

3. Underwritten by:
Atle Skjekkeland
Senior Vice President
AIIM
Introducing our Speaker
Change is happening slower than
we expect, but faster than we are
ready for.

4. Underwritten by:
Digital Transformation – Hype or Reality?
81% of organizations
believe that “Digital
Transformation” is
“important” OR “very
important” to their
organization.
very important
important
somewhat important
not important at all
50%
31%
17%
2%
Rate the overall importance of Digital
Transformation to your organization.
Source: 2018 State of IIM, Overall N = 366

5. Underwritten by:
Digital Transformation Priorities
Source: 2018 State of IIM, Overall N = 366
Most organizations are
focusing on what they know
best – for 75% of
organizations, “digitalizing
core organizational
processes” is their #1 or #2
priority.
Modernizing the information toolkit.
Digitalizing core organizational
processes.
Automating compliance &
governance.
Leveraging analytics & machine
learning.
21%
43%
21%
16%
29%
32%
27%
17%
Looking out over the next 12 months, please rank the
relative importance of each of the following broad
IIM practices and methodologies to your Digital
Transformation goals (1 = "most important" and 4 =
"least important" -- only 1s and 2s shown – darker s

6. Underwritten by:

7. Underwritten by:
§ 42% use paper to sign contracts, orders, booking
forms, etc.
§ 34% use paper to file and reference important
business content
§ Only 1 out of 3 have digitized or automated
accounts payable, accounts receivable, or vendor
management.
§ The average cost to process an invoice as paper is
$31-40, and automation reduces this to $1-5
§ 2 out of 3 organizations manage HR records as
paper.
The Paper Challenge

8. Underwritten by:
The Multi
and Omni
Channel
Challenge
Source: Barclays Bank PLC https://goo.gl/PgB5Vz

9. Underwritten by:
The Data and Content Silos Challenge

10. Underwritten by:
The Power of 3 For Digital Transformation
Courtesy 451 Research

11. Underwritten by:
Ryan Bazler
Director,
Product Marketing
Kofax
Introducing our Speaker

12. Underwritten by:
§ RPA is an essential component of a
larger “Intelligent Process Automation”
requirement
§ RPA requires “capture” technology to
automate document content within a
robotic process
§ RPA requires BPM to orchestrate a
combined “human and robot”
workforce
§ RPA requires process discovery and
analytics to identify automation
opportunities and track performance
RPA Market Dynamics
RPA is evolving as use cases address broader business requirements
© 2018 Kofax. All rights reserved.

13. Underwritten by:
Information Capture Work is Labor-intensive
• Receiving, sorting, separating,
classifying documents
• Interpreting and manually
entering data from documents
• Acquiring, entering, formatting,
aggregating electronic data
Websites, Portals
Citrix
Enterprise (SAP, Oracle) & Legacy
(AS400, Mainframe) Systems
Databases
Data files (XML, JSON, EDI)
Electronic Data
Integrating and exporting documents and
data into processes and systems of record
Paper
Faxes
Digital scanners
MFPs/MFDs
Portals
Mobile
devices
MS Office/PDF
TIFF / JPEG files
Emails
XML /EDI
Data streams
Documents

14. Underwritten by:
Automate Labor-intensive Information Capture Work
Automate
document capture
and
electronic data capture
Websites, Portals
Citrix
Enterprise (SAP, Oracle) & Legacy
(AS400, Mainframe) Systems
Databases
Data files (XML, JSON, EDI)
Electronic Data
Automatically deliver and integrate high
quality information
Handle business rules, human approvals and
exceptions
Paper
Faxes
Digital scanners
MFPs/MFDs
Portals
Mobile
devices
MS Office/PDF
TIFF / JPEG files
Emails
XML /EDI
Data streams
Documents

15. Underwritten by:
Financial Process Automation
Invoice Management
Tax Exempt Verification and Approval
Automated Remittance Workflow
PO Processing
SO Processing
Robotics + Documents: Actual Use Cases

16. Underwritten by:
Robotics + Documents: Actual Use Cases
Banking/Financial Services
New Customer Onboarding – Financial Services
Mortgage Loan Processing
Credit Card Price Protection/Best Price
Guarantee
Trade Verification

17. Underwritten by:
Robotics + Documents: Actual Use Cases
Insurance
New Customer Applications – Insurance
Insurance Claims Automation
Commission Statement Reconciliation

18. Underwritten by:
Artificial Intelligence: a Key Ingredient
Category Functionality "AI term" AI algorithms
Robotic Process
Automation
Intelligent Screen Automation Recognition of objects based on Computer
Vision Machine Learning, e.g. to
understand Citrix screens
Neural Network
Cognitive Document
Automation
Document Classification
(incl Online Learning)
Classification with Machine Learning Bayesian Classifiers
Text Content Locator Natural Language Processing and ML Conditional Random Fields
Document Clustering Unsupervised Learning Graph Clustering
Data Extraction
(incl. Online Learning)
Machine Learning Bayesian Classifiers, other
algorithms
OCR / Character recognition Classification with ML (pre-trained) Various neural networks
© 2018 Kofax. All rights reserved.

19. Underwritten by:
Work Smarter, Not Harder
§ Engage customers more effectively
§ Increase capacity by 35-50%
§ Deliver 25-50% in cost savings
§ Deliver up to 100% data accuracy
§ Eliminate costly errors
§ Slash processing times by 30-50%
§ Boost user productivity
…TYPICALLY A SIX- TO 12-MONTH ROI

20. Underwritten by:
Intelligent Automation
Recommendations
Robotics Omnichannel EngagementArtificial Intelligence Integrated Ecosystems
ProcessesTasks Documents
Robotic Process
Automation
Business
Process
Management
Process
Intelligence
Information
Capture
Customer
Communication
E-signature
Ops
© 2018 Kofax. All rights reserved.
• Identify high priority areas of business to intelligently automate
• Prioritize automation of tasks, processes, and documents
• Achieve quick wins and expand to digitally transform the business

21. Underwritten by:
Next Steps
§ Kofax is the only vendor who provides task,
document, and process automation capabilities in
a single unified offering
§ Brings together robotics, documents, and process
to digitally transform business
§ “Buy a robot and get OCR for free”
§ Automate all your document-centric RPA processes
§ Contact Kofax Sales or Kofax authorized resellers to
take advantage of this limited time offer!