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Smart Document
Processing Solution
Alfresco + iQ Intelligence
August 28, 2012
CIGNEX Datamatics Confidential
Presenters
Rajesh Agarwal
Head & VP – Product & Process
Datamatics Global Services Ltd
rajesh.agarwal@datamatics.com
Satyam Pandya
Manager – Product & Process
Datamatics Global Services Ltd
satyam.pandya@datamatics.com
Rajesh Avatani
Practice Lead – Alfresco
CIGNEX Datamatics
rajesh.avatani@cignex.com
2
Madhuram Yadav
Sr. Executive - Marketing
CIGNEX Datamatics
madhuram.yadav@cignex.com
Amrita Choudhury
Research Analyst – EMEA & APAC
Gartner
amrita.choudhury@gartner.com
CIGNEX Datamatics Confidential
Today’s Agenda
• Smart Document Processing – Industry Overview
• Alfresco - Overview
• Datamatics & CIGNEX Datamatics - Overview
• Smart Document Processing (SDP)
– The Need
– Solution: SDP based on Alfresco
– iQ – An Overview
– Demonstration of iQ & Alfresco Integration
• Free Assessment Offer
3
CIGNEX Datamatics Confidential
Smart Document Processing
An Industry Perspective
- Amrita Choudhury, Analyst (EMEA, APJ)
4
CIGNEX Datamatics Confidential
Alfresco - Overview
5
Alfresco is now the largest open source
content management company in the world
Founded in 2005, with offices in London & Atlanta
Over 3 million community downloads
250+ global channel partners
2,500 customers in 55 countries, including…
CIGNEX Datamatics Confidential
The
Alfresco
Platform
Document Management
Capture, share & retain corporate content, including
documents, video, images & graphics files
Records Management
Ensure governance, compliance and retention of
company or government records
Web Content Services
Author, collaborate & publish to Drupal, Liferay,
JBoss Portal or your custom web app
Enterprise Collaboration
Create, share, collaborate, iterate & discuss content.
Then publish to social channels.
Open Source Platform
Build content-rich apps and websites using RESTful
APIs or Java & open standards like CMIS & JSR 168
6
Alfresco - Overview
CIGNEX Datamatics Confidential
The Alfresco 4 Business Case
Forrester Study, December 2011: Alfresco Enterprise pays for itself in 10
months. But Alfresco Enterprise 4 goes even further, with…
• Increased User Adoption = Increased Enterprise Value
– The more employees that use ECM, the more ROI
• Decreased Need for Other Tools = Fewer Vendors, Lower Costs
– Built-in social publishing, free mobile apps save you money
• Performance, Scalability & Admin Improvements = Lower Operating
Costs
– Less downtime, more users and content per instance, easier administration
saves time & money
• B2B Collaboration Outside the Firewall = Higher Productivity
– With Alfresco in the cloud sync (due Summer 2012), employees can more easily
collaborate with outside partners and suppliers, meaning higher overall
productivity
7
CIGNEX Datamatics Confidential
Datamatics Global Services Limited
(DGSL)
8
Group Overview
CIGNEX Datamatics Confidential
About Datamatics
• Mission
– Experts in improving Enterprise
productivity through Process
Engineering & Information
Management Solutions
• Key Highlights
– Founded in 1975
– Publicly listed in India
– Annual consolidated revenue of
US$100 Million
– Fortune 500 clients
– 4,400+ employees across 22
offices in 9 countries
Strategic Alliances
9
CIGNEX Datamatics Confidential
• Workflow & BPM Solutions
• Social Media Solutions
• Enterprise Cloud Solutions
• Enterprise Application Services
Enterprise Information
Systems
• Hand Held & Mobile Solutions
• Enterprise Mobility Platforms
Enterprise Mobility
Solutions
Structured & Unstructured Data Management
• Portal Solutions
• Content Management
• Document Management
• Output Management
• Big Data & Data Warehousing
• Business Intelligence & Analytics
• Finance & Accounting Solutions
• Claims Processing
• Research Data Analysis
Enterprise Information
Management Solutions
Datamatics - Enterprise Solution Offerings
10
Enterprise Information
Services
• Data Life Cycle Management
• Content Life Cycle Management
Smart Device Solutions
• Fare Collection
• Billing Solutions
• Infotainment Solutions
• Self Service Terminal Solutions
CIGNEX Datamatics Confidential
Datamatics – International Recognition
• International Asia Pacific Quality Award – 2007
• Ranked third globally among document processing outsourcing
providers by the Black Book of Outsourcing – 2006
• Ranked among Top 50 Best Managed Companies worldwide, out
of 872 companies from 63 countries by the Black Book of
Outsourcing – 2006
• Service Provider of the Year Award by IBM Filenet – 2002
• Most Innovative Software Product Award from the Prime
Minister of India – 2001
• 'Best Partner' award from CTC (part of the $170 billion ITOCHU
corporation) – 1998
• Processed the largest number of IPO applications in the world,
mention in the Guinness Book of World Records – 1992
11
CIGNEX Datamatics Confidential
CIGNEX Datamatics (Subsidiary of Datamatics)
12
SOLUTIONS
Managed Cloud Services - Develop, Deploy, Manage
Annual Product Subscription: Liferay, Alfresco, Magento, Hadoop, Selenium
Extended Development Center – Center of Excellence
UI Development Integration Customization Migration Testing Training Support (24*7)
User eXperience
Platform
Portals Liferay, Magento,
Drupal, Adobe CQ
• Intranet
• Extranet
• Social Collaboration
• Mobile Portals
• E-Commerce
Enterprise Content
Management
Content Alfresco, Drupal,
Magento, Adobe CQ,
Moodle, Ephesoft
• WCM
• DM
• RM
• DAM
• E-Commerce
• E-learning
• ERP
• Imaging
Solutions
SERVICES
Making Data Work
Big Data Hadoop, MongoDB,
Hbase, Neo4j, Solr
• Analytics
• Mobile
• Social
• Web
• Real-time
• DW - BI
• Log Processing and
Analysis
• Enterprise Search
Velocity
Complexity
Volume
Variety
CIGNEX Datamatics Confidential
Alfresco Practice at CIGNEX Datamatics
13
• Close working relationship since 2005
– Platinum Partner
– Conduct Alfresco training worldwide
• Global Platinum Partner
– Deployed over 50 enterprise solutions
– Over 50 Alfresco consultants
– Developed Accelerators & frameworks
• Toolkit: Migration from Documentum
• Contract Lifecycle Management
• Smart Document Processing
• Achievements
– Alfresco “Recognized Developer”
– Authored 4 Alfresco Books
– 2010: Alfresco Partner of the Year
– 2008: Best North American
implementation of the Year
– 2007: WCM Implementation of the Year
2010 Alfresco APAC
Partner of the Year
2010 Alfresco North America
Partner of the Year
CIGNEX Datamatics Confidential
Alfresco Implementations by CIGNEX Datamatics
14
Industry
Healthcare High Tech Telecom, Media,
Entertainment
BFSI
Education Government Travel &
Hospitality
Document
Management
Record
Management
Web Content
Services
Enterprise
Collaboration
Content Integration
And Services
Integrations
Applications
Solutions
ECM, Portals & Social Collaboration,
Workflows (Staffing Solutions, Contract Management Solutions)
CIGNEX Datamatics Confidential
iQ – Overview
• iQ is a revolutionary document processing solution which automates
data capturing and processing in fraction of time that it would take a
conventional operator, with an accuracy that only fuzzy logic can
guaranteed
1. Artificial Intelligence, Fuzzy Logic based data extraction and
validation
2. Based on Collaborative computing - Correct errors on the Spot
3. Easily pluggable Validation / Business Rules
4. Topography Analytics and Image Enhancement
5. Pattern Recognition
6. Auto Learning
7. Use Of Databases And Master Files
8. Secured Document Handling
9. Ready hooks available for integrating with Decision making ERP
systems like Alfresco, SAP, MOS, Oracle, People soft etc.
10. Same software works without modification for all documents
15
CIGNEX Datamatics Confidential
iQ – Client Testimonial
16
My heartfelt thanks to Datamatics Team for making us efficient using this
tool and helping in achieving our newer milestones.
You’ve done a great job by this intelligent platform and helped my team
achieving better productivity.
This is to put on our records sincere appreciation for the Effective
implementation of the Accounts payable system and workflow.
We would like to place on record our appreciation of the software and
services offered to Blue Dart Limited by your company. This enabled Blue
dart to be one of the first few companies to implement such solutions
where need of the hour was express delivery in order to meet our
business requirements .
TCL Group
Opera Solutions
Alpha Laval
Blue Dart
CIGNEX Datamatics Confidential
SMART
DOCUMENT
PROCESSING
(SDP)
17
CIGNEX Datamatics Confidential
What is Smart Document Processing Solution?
Solution used to automate document intensive
business processes
Intelligent data capture, integrated with process
workflow
Hosted SDP for Online Document Access
18
CIGNEX Datamatics Confidential
Why SDP?
• Streamline document intensive business processes
• End-to-end document process automation through imaging workflow, BPM &
Domain
• Built with capability to process information across
– Structured, Unstructured & Semi structured documents
• Deliver through a combination of
– Solution deployment
– Platform driven services
• Flexible
– Multi language support
– Distributed capture
– Auto indexing facility
Search/
Information
Retrieval
Metadata,
Classification
Version
Management
Auto Capture
validation/
Email
Transfer
Document
Scanning
Document Capture Document Management / Records Management
19
CIGNEX Datamatics Confidential
SDP Architecture Diagram
20
CIGNEX Datamatics Confidential
SDP Solution - iQ + Alfresco
21
Document
Enhancement
Document Ingestion
Automatic Sorting
Automatic Data
Extraction
Delivery System
AlfrescoiQ
CIGNEX Datamatics Confidential
SDP Savings
22
S.
No.
Document Type
Process Scenario
Savings
Before Automation After Automation
1 Shipping Invoices 480 sec 240 sec 50 %
2 Bill of Lading 300 sec 65 sec 78 %
3 Purchase Order 720 sec 480 sec 33 %
4 Packing List 180 sec 60 sec 67 %
5 Account Opening Form 600 sec 360 sec 40 %
6 Legal Documents 240 sec 60 sec 75 %
7 Health Claim Policy Sheets 60 sec 25 sec 58 %
8 HCFA Health Claim 180 sec 24 sec 87%
9 UB Health Claim 240 sec 60 sec 75 %
10 General Invoices 135 sec 37 sec 73 %
CIGNEX Datamatics Confidential
SDP Solution Comparison
Features
EMC
Documentum
+ Captiva
MOSS +
Kofax
OpenText
+ Imaging
Alfresco+iQ
Smart
Document
Processing
Intelligent Document Capture
Business Rules & Validation
Cursive Handwriting Processing
Remote Scanning
Fuzzy Database
Thin Client
Metadata search
Themes / Skins
Content Modeling
23
CIGNEX Datamatics Confidential
SDP Application Areas…
• Accounts Payables/Account Receivables
• Mortgage & Loan Origination
• Health Insurance Claims Processing
• Sales/Purchase Order Processing
• Trade Finance Processing
• Shipping Bill/Bill of Lading Processing
• Customer Account Opening Forms Processing
• Customer Service Requests
• AMC & Warranty Management
24
CIGNEX Datamatics Confidential
Case Studies
Smart Document Processing with iQ + Alfresco
25
CIGNEX Datamatics Confidential
Case Study
• Industry: Retail
– Client
• European retailer of spare parts and accessories for commercial vehicles
– Challenge
• Data capture from invoice documents, purchase documents and credit notes.
• Unstructured forms in German language with a daily capture load of over 8000 forms
– Post Implementation:
• Speed / Productivity Enhancement >> 203%
• Accuracy >>99.50%
• Industry: Transportation / Logistics
– Client
• One of the world’s largest independent Airline catering & Logistics providers
– Challenge
• Document loads required simultaneous population of category codes for over a
thousand discrete inventory items while data capturing process.
• Need for a quick turnaround of the daily capture load of over 15000 documents
– Post Implementation:
• Speed / Productivity Enhancement >> 93%
• Accuracy >>99.98% 26
CIGNEX Datamatics Confidential
Demonstration
Smart Document Processing
27
iQ +
CIGNEX Datamatics Confidential
Free Assessment Offer
28
This assessment enables companies to maximize existing IT assets and
build a roadmap of the vetted Open Source technology options to:
• Reduce software costs up-to 70%
• Help generate opportunities for growth and service
The FREE Assessment Offer Includes:
• Situation Analysis
• Gap Analysis
• Recommendations/Roadmap
For more information, please visit:
www.cignex.com/alfresco-freeassessment
or contact us at marketing@cignex.com
29
marketing@cignex.com

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Smart Document Processing-IQ+Alfresco-ver-22aug

  • 1. Smart Document Processing Solution Alfresco + iQ Intelligence August 28, 2012
  • 2. CIGNEX Datamatics Confidential Presenters Rajesh Agarwal Head & VP – Product & Process Datamatics Global Services Ltd rajesh.agarwal@datamatics.com Satyam Pandya Manager – Product & Process Datamatics Global Services Ltd satyam.pandya@datamatics.com Rajesh Avatani Practice Lead – Alfresco CIGNEX Datamatics rajesh.avatani@cignex.com 2 Madhuram Yadav Sr. Executive - Marketing CIGNEX Datamatics madhuram.yadav@cignex.com Amrita Choudhury Research Analyst – EMEA & APAC Gartner amrita.choudhury@gartner.com
  • 3. CIGNEX Datamatics Confidential Today’s Agenda • Smart Document Processing – Industry Overview • Alfresco - Overview • Datamatics & CIGNEX Datamatics - Overview • Smart Document Processing (SDP) – The Need – Solution: SDP based on Alfresco – iQ – An Overview – Demonstration of iQ & Alfresco Integration • Free Assessment Offer 3
  • 4. CIGNEX Datamatics Confidential Smart Document Processing An Industry Perspective - Amrita Choudhury, Analyst (EMEA, APJ) 4
  • 5. CIGNEX Datamatics Confidential Alfresco - Overview 5 Alfresco is now the largest open source content management company in the world Founded in 2005, with offices in London & Atlanta Over 3 million community downloads 250+ global channel partners 2,500 customers in 55 countries, including…
  • 6. CIGNEX Datamatics Confidential The Alfresco Platform Document Management Capture, share & retain corporate content, including documents, video, images & graphics files Records Management Ensure governance, compliance and retention of company or government records Web Content Services Author, collaborate & publish to Drupal, Liferay, JBoss Portal or your custom web app Enterprise Collaboration Create, share, collaborate, iterate & discuss content. Then publish to social channels. Open Source Platform Build content-rich apps and websites using RESTful APIs or Java & open standards like CMIS & JSR 168 6 Alfresco - Overview
  • 7. CIGNEX Datamatics Confidential The Alfresco 4 Business Case Forrester Study, December 2011: Alfresco Enterprise pays for itself in 10 months. But Alfresco Enterprise 4 goes even further, with… • Increased User Adoption = Increased Enterprise Value – The more employees that use ECM, the more ROI • Decreased Need for Other Tools = Fewer Vendors, Lower Costs – Built-in social publishing, free mobile apps save you money • Performance, Scalability & Admin Improvements = Lower Operating Costs – Less downtime, more users and content per instance, easier administration saves time & money • B2B Collaboration Outside the Firewall = Higher Productivity – With Alfresco in the cloud sync (due Summer 2012), employees can more easily collaborate with outside partners and suppliers, meaning higher overall productivity 7
  • 8. CIGNEX Datamatics Confidential Datamatics Global Services Limited (DGSL) 8 Group Overview
  • 9. CIGNEX Datamatics Confidential About Datamatics • Mission – Experts in improving Enterprise productivity through Process Engineering & Information Management Solutions • Key Highlights – Founded in 1975 – Publicly listed in India – Annual consolidated revenue of US$100 Million – Fortune 500 clients – 4,400+ employees across 22 offices in 9 countries Strategic Alliances 9
  • 10. CIGNEX Datamatics Confidential • Workflow & BPM Solutions • Social Media Solutions • Enterprise Cloud Solutions • Enterprise Application Services Enterprise Information Systems • Hand Held & Mobile Solutions • Enterprise Mobility Platforms Enterprise Mobility Solutions Structured & Unstructured Data Management • Portal Solutions • Content Management • Document Management • Output Management • Big Data & Data Warehousing • Business Intelligence & Analytics • Finance & Accounting Solutions • Claims Processing • Research Data Analysis Enterprise Information Management Solutions Datamatics - Enterprise Solution Offerings 10 Enterprise Information Services • Data Life Cycle Management • Content Life Cycle Management Smart Device Solutions • Fare Collection • Billing Solutions • Infotainment Solutions • Self Service Terminal Solutions
  • 11. CIGNEX Datamatics Confidential Datamatics – International Recognition • International Asia Pacific Quality Award – 2007 • Ranked third globally among document processing outsourcing providers by the Black Book of Outsourcing – 2006 • Ranked among Top 50 Best Managed Companies worldwide, out of 872 companies from 63 countries by the Black Book of Outsourcing – 2006 • Service Provider of the Year Award by IBM Filenet – 2002 • Most Innovative Software Product Award from the Prime Minister of India – 2001 • 'Best Partner' award from CTC (part of the $170 billion ITOCHU corporation) – 1998 • Processed the largest number of IPO applications in the world, mention in the Guinness Book of World Records – 1992 11
  • 12. CIGNEX Datamatics Confidential CIGNEX Datamatics (Subsidiary of Datamatics) 12 SOLUTIONS Managed Cloud Services - Develop, Deploy, Manage Annual Product Subscription: Liferay, Alfresco, Magento, Hadoop, Selenium Extended Development Center – Center of Excellence UI Development Integration Customization Migration Testing Training Support (24*7) User eXperience Platform Portals Liferay, Magento, Drupal, Adobe CQ • Intranet • Extranet • Social Collaboration • Mobile Portals • E-Commerce Enterprise Content Management Content Alfresco, Drupal, Magento, Adobe CQ, Moodle, Ephesoft • WCM • DM • RM • DAM • E-Commerce • E-learning • ERP • Imaging Solutions SERVICES Making Data Work Big Data Hadoop, MongoDB, Hbase, Neo4j, Solr • Analytics • Mobile • Social • Web • Real-time • DW - BI • Log Processing and Analysis • Enterprise Search Velocity Complexity Volume Variety
  • 13. CIGNEX Datamatics Confidential Alfresco Practice at CIGNEX Datamatics 13 • Close working relationship since 2005 – Platinum Partner – Conduct Alfresco training worldwide • Global Platinum Partner – Deployed over 50 enterprise solutions – Over 50 Alfresco consultants – Developed Accelerators & frameworks • Toolkit: Migration from Documentum • Contract Lifecycle Management • Smart Document Processing • Achievements – Alfresco “Recognized Developer” – Authored 4 Alfresco Books – 2010: Alfresco Partner of the Year – 2008: Best North American implementation of the Year – 2007: WCM Implementation of the Year 2010 Alfresco APAC Partner of the Year 2010 Alfresco North America Partner of the Year
  • 14. CIGNEX Datamatics Confidential Alfresco Implementations by CIGNEX Datamatics 14 Industry Healthcare High Tech Telecom, Media, Entertainment BFSI Education Government Travel & Hospitality Document Management Record Management Web Content Services Enterprise Collaboration Content Integration And Services Integrations Applications Solutions ECM, Portals & Social Collaboration, Workflows (Staffing Solutions, Contract Management Solutions)
  • 15. CIGNEX Datamatics Confidential iQ – Overview • iQ is a revolutionary document processing solution which automates data capturing and processing in fraction of time that it would take a conventional operator, with an accuracy that only fuzzy logic can guaranteed 1. Artificial Intelligence, Fuzzy Logic based data extraction and validation 2. Based on Collaborative computing - Correct errors on the Spot 3. Easily pluggable Validation / Business Rules 4. Topography Analytics and Image Enhancement 5. Pattern Recognition 6. Auto Learning 7. Use Of Databases And Master Files 8. Secured Document Handling 9. Ready hooks available for integrating with Decision making ERP systems like Alfresco, SAP, MOS, Oracle, People soft etc. 10. Same software works without modification for all documents 15
  • 16. CIGNEX Datamatics Confidential iQ – Client Testimonial 16 My heartfelt thanks to Datamatics Team for making us efficient using this tool and helping in achieving our newer milestones. You’ve done a great job by this intelligent platform and helped my team achieving better productivity. This is to put on our records sincere appreciation for the Effective implementation of the Accounts payable system and workflow. We would like to place on record our appreciation of the software and services offered to Blue Dart Limited by your company. This enabled Blue dart to be one of the first few companies to implement such solutions where need of the hour was express delivery in order to meet our business requirements . TCL Group Opera Solutions Alpha Laval Blue Dart
  • 18. CIGNEX Datamatics Confidential What is Smart Document Processing Solution? Solution used to automate document intensive business processes Intelligent data capture, integrated with process workflow Hosted SDP for Online Document Access 18
  • 19. CIGNEX Datamatics Confidential Why SDP? • Streamline document intensive business processes • End-to-end document process automation through imaging workflow, BPM & Domain • Built with capability to process information across – Structured, Unstructured & Semi structured documents • Deliver through a combination of – Solution deployment – Platform driven services • Flexible – Multi language support – Distributed capture – Auto indexing facility Search/ Information Retrieval Metadata, Classification Version Management Auto Capture validation/ Email Transfer Document Scanning Document Capture Document Management / Records Management 19
  • 20. CIGNEX Datamatics Confidential SDP Architecture Diagram 20
  • 21. CIGNEX Datamatics Confidential SDP Solution - iQ + Alfresco 21 Document Enhancement Document Ingestion Automatic Sorting Automatic Data Extraction Delivery System AlfrescoiQ
  • 22. CIGNEX Datamatics Confidential SDP Savings 22 S. No. Document Type Process Scenario Savings Before Automation After Automation 1 Shipping Invoices 480 sec 240 sec 50 % 2 Bill of Lading 300 sec 65 sec 78 % 3 Purchase Order 720 sec 480 sec 33 % 4 Packing List 180 sec 60 sec 67 % 5 Account Opening Form 600 sec 360 sec 40 % 6 Legal Documents 240 sec 60 sec 75 % 7 Health Claim Policy Sheets 60 sec 25 sec 58 % 8 HCFA Health Claim 180 sec 24 sec 87% 9 UB Health Claim 240 sec 60 sec 75 % 10 General Invoices 135 sec 37 sec 73 %
  • 23. CIGNEX Datamatics Confidential SDP Solution Comparison Features EMC Documentum + Captiva MOSS + Kofax OpenText + Imaging Alfresco+iQ Smart Document Processing Intelligent Document Capture Business Rules & Validation Cursive Handwriting Processing Remote Scanning Fuzzy Database Thin Client Metadata search Themes / Skins Content Modeling 23
  • 24. CIGNEX Datamatics Confidential SDP Application Areas… • Accounts Payables/Account Receivables • Mortgage & Loan Origination • Health Insurance Claims Processing • Sales/Purchase Order Processing • Trade Finance Processing • Shipping Bill/Bill of Lading Processing • Customer Account Opening Forms Processing • Customer Service Requests • AMC & Warranty Management 24
  • 25. CIGNEX Datamatics Confidential Case Studies Smart Document Processing with iQ + Alfresco 25
  • 26. CIGNEX Datamatics Confidential Case Study • Industry: Retail – Client • European retailer of spare parts and accessories for commercial vehicles – Challenge • Data capture from invoice documents, purchase documents and credit notes. • Unstructured forms in German language with a daily capture load of over 8000 forms – Post Implementation: • Speed / Productivity Enhancement >> 203% • Accuracy >>99.50% • Industry: Transportation / Logistics – Client • One of the world’s largest independent Airline catering & Logistics providers – Challenge • Document loads required simultaneous population of category codes for over a thousand discrete inventory items while data capturing process. • Need for a quick turnaround of the daily capture load of over 15000 documents – Post Implementation: • Speed / Productivity Enhancement >> 93% • Accuracy >>99.98% 26
  • 28. CIGNEX Datamatics Confidential Free Assessment Offer 28 This assessment enables companies to maximize existing IT assets and build a roadmap of the vetted Open Source technology options to: • Reduce software costs up-to 70% • Help generate opportunities for growth and service The FREE Assessment Offer Includes: • Situation Analysis • Gap Analysis • Recommendations/Roadmap For more information, please visit: www.cignex.com/alfresco-freeassessment or contact us at marketing@cignex.com