NSi Auto Store capture process & route
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NSi Auto Store capture process & route
- 1. Branch Operations Consolidation & Simplification David Peart – Business Development Manager Stefan Schwall – Senior Solutions Architect
- 5. AutoStore is a Capture Middleware Process Route Capture Where AutoStore sits Capture information from any source, anywhere MFP Scanner E-mail Laptop Fax Capture Route to workflows and document repository ERP, DBMs Mobile devices LOB Fax & Variable Data Workflows Production Workflows Document Management Route Document Hub Classify, Index Forms Processing Image Cleanup OCR Barcode ID PDF Conversion … Process
- 8. ABCABC AutoStore takes care of the automatic processing using the OCR Engine User at ScanStation = User in Domain ennol ennol Contract Number = 123 Vendor = NSi Date= 03.01.2006 Contract Number Vendor Date serveregalontractsNSi 123456 03-01-2006 .pdf AutoStore automaticaly creates the right folder structure and renames the file Legal Department Sales Department Automatic notification of a clerk in the legal department about the new document including a link to it The administrator creates the capture workflow in the graphical process designer Domain Controller Sample Process…
- 16. Queue
- 19. What’s a SMARTicket? Customizable Logo Metadata Coding Information Freehand Notes Complete Routing & Workflow Information Checkmark Routing & Metadata Selection Summarise your complex business process in one, easy to use SMARTicket
- 21. ERP EDM Recognition Verification Correction
- 24. Typical Branch Operations Headquarters LOB Server ECM Server Branch Average Transaction Time = 4 - 7 Days!! Did you receive my fax? Client
- 25. ECM Server User Authenticated Hosted Solution LOB Server Email Average Transaction Time = 4 - 5 Seconds!! Branch Firewall jsmith Client XYZ documents were received and are being processed Branch Operations with AutoStore Client Your documents were received and are being processed
Notas do Editor
- Today we’re going to talk about how companies with many branches currently handle their document processes, and we’re going to talk about how those processes can be greatly streamlined by simply utilizing the investments that an organization has already made to capture content at the point where it hits an organization, the branch office.
- NSi Europe GmbH - Sales Training ver. 03-2008
- The proliferation of these devices in a branch leads high operating cost and process inefficiencies: Knowledge workers need to be trained on multiple devices. Excessive manual processes limit customer face time. Maintaining and supporting numerous devices is very costly. Internally, - IT, toner, consumables, etc. Externally - Multiple vendors, contracts and support agreements. Multiple machines take up valuable office space. Fax machines require a dedicated phone line. The combination of these all contribute to an extremely high total cost of ownership. The consolidation of all these various devices into a single Multi-Function Device will reduce: The training required. Drastically reduced both the internal and external maintenance and support. Eliminate phone lines. Reduce the total cost of ownership. In the next slide, we’ll look at the inefficiencies in the processes associated with multiple manual processes.
- Let’s now look at a typical branch operations process…Whether you’re branch of a bank or financial services organization with a client opening a new account or a chain restaurant hiring a new waitress or bus boy, documents enter the branch and ultimately need to get to the HQ location. At the remote location the knowledge worker receives the documents and may need to enter some information into a line of business or HR application. They make a copy for their records as the originals need to be sent to HQ for filing. If the documents are time sensitive or critical, they are faxed to HQ to be processed immediately into an ECM and/or workflow system. Once faxed the branch worker calls HQ to confirm receipt of the document. Once the Branch worker completes their tasks the documents are sent overnight or by courier to HQ. At HQ mailroom, the documents are opened, sorted and sent to the appropriate department, person or a central scan facility. Once in the central scan facility, the documents are prepped (sort, remove staples & paper clips, etc.), scanned, indexed and committed to an ECM and or workflow system. As can been seen in this diagram, there are numerous touch points, copies and manual paths that need to take place in order to properly process the documents. This leads to excess document proliferation, delays, and high document costs to process these business-critical transactions. Let’s see how DocAccel Branch Operations can simplify the life of a Branch Office worker.
- The next process is nearly identical to the last example. As a matter of fact, from the branch worker’s point-of-view, the process is identical. The only change is that part of this business process involves an externally hosted solution, for instance, an external EMC platform. The challenge historically has been how to validate that data has been stored in the hosted solution, and how to notify critical stakeholders when their data is available. A Branch Operations Solution can seamlessly handle not only the upload of critical data to the hosted repository, but also notify any stakeholders once the data is stored and readily available.
- There’s a lot more to a Branch Operations Solution than I’ve been able to cover today. We understand how to build solutions that are used across the entire organization. As such, we have some unique benefits. Regardless of whether we are managing one device or a thousand, we have to give the internal IT personnel the tools the easily manage the entire solution. Both the management of devices, and the processes are easily managed centrally from a central machine. This greatly reduces the internal effort on a Branch Operations Solution. One of the most common solutions we run into today is simply extending an existing centralized capture solution out to the panel of remote devices. In these cases, immediate returns are seen due to the lack of any back-office changes that need to happen before the solution can move forward. All transactions are secure, utilizing industry standard and recognized protocols and methods. Your data is secure from the point of capture to the point of storage. Being able to use existing hardware, and support for over 400 devices, gives the Branch Operations Solution more flexibility than any other. There is no need to replace existing equipment. If it can send an email, or send to a folder, it can be integrated into a Branch Operations Solution. Often times systems are proposed with “dedicated” equipment, the cost of which removes any and all return on investment that automation might gain. Our Branch Operations Solution goes beyond paper. We can integrate with existing systems to capture fax data, emails, and other electronic data. This gives the organization a single, unified capture platform for all documents and data, regardless of format or origin. Technology is supposed to make our lives easier. Our Branch Operations Solution makes “document capture” as easy as making a copy. This simplifies the branch office worker’s daily tasks, giving them more time to spend on critical tasks. Look all around, everywhere the velocity of business has increased. With online notifications comes instant confirmation of actions. Most business processes are not moving at the same speed. A Branch Operations Solution greatly increases your organization’s speed in doing business.