With the recent release of Ephesoft 3.1 on Linux, the modern alternative to legacy intelligent capture technologies is now even further differentiated from the costly and complex choices of the past. During this presentation, we will provide an overview of Ephesoft on Linux and discuss the unique value provided with this offering. Specific topics covered include: -Why Ephesoft on Linux (vs. Windows) -Ephesoft Web Services and Zia's "In-Process Capture" -What's So Different About Ephesoft Anyway? -Document Processing with Ephesoft: Mortgage, Insurance, Human Resources, Accounts Payable + more... Zia is the 2012 and 2013 Partner of the Year for Ephesoft and co-author of the book Intelligent Document Capture with Ephesoft. Zia Solutions for Ephesoft include Mortgage and Insurance Processing, Invoice Automation, Employee Onboarding/Offboarding, and more!

1. Ephesoft + Linux
Smart Capture™ is now even Smarter
Phil Robinson
SVP, Business Development
phil@ziaconsulting.com
Pat Myers
EVP, Capture Practice
pat@ziaconsulting.com

2. Questions for Today
• Why Intelligent Capture?
• Why Intelligent Capture + Linux?
• What’s Different About Ephesoft?
• Who Can Benefit from This?
• Can I See It?
• Why is Zia Delivering This Webinar?

3. Context: Content Chaos
90% of the
World’s Data Has
Been Generated
Over the Last Two
Years*
*Science Daily
May 2013

4. How’s it Getting In?
• Paper
• Fax
• Email
• Website/Portal
• Social Media
• Mobile

5. Why Intelligent Capture?
Today’s Market Challenges
Cost of Document Processing
Cost of Records Management
People & Paper Costs
Employee Applications, Insurance Claims,
Accounts Payable, Legal Records

6. Why Intelligent Capture?
“Self-Funded” Projects
• ROI < 9 months
• 50%+ increase in Productivity
• Accelerated Time to Revenue
• Improved Customer Retention

7. Why Intelligent Capture on Linux

8. Why Intelligent Capture on Linux

9. What is IDC?
• Input: scanned documents, email
attachments, faxes, uploaded documents
• Classify: identify document types in the
file WITHOUT bar codes/separator pages
• Extract: data from
structured/unstructured documents
• Deliver: to ERP, ECM, CRM
DATE:
02/15/2013
CUSTOMER
NUMBER:
2954875

10. Who is Ephesoft?
• Today’s Alternative to Costly/Complex IDC
• ~100 years document capture experience
• Open Platform simplifies Hardware/Software
Integration
• Cloud or On-Premises

11. What is so different?
&
Why is that better?
Business Value
• Subscription or Purchase pricing
• Eliminate click charges
• Lower overall solution price
IT Approved
• Thin client architecture
• Use of open standards
• Simple to Install, Train System, Train Users
• Match / exceed capabilities of legacy systems

12. And now introducing…
“In Process Capture” (IPC)
• Classify & Extract within Workflow (“in process”)
• via Ephesoft Web Services API’s
• Zia’s unique IPC Solution:
• Alfresco ECM Repository
• Automated Capture (Ephesoft-Inside)
• Delivery to ERP, HCM, CRM

13. Where to Deploy?
People + Paper
Zia’s Document Processing Solutions
• Financial Services
• Public Sector
• Zia’s Secure Back Office
• Corporate Finance (Accounts Payable, Contracts)
• Human Resources
• Corporate Legal

14. Document-Centric
Industries & Departments

15. Capture + Integration
• Retain Ability to Work in Your Tool
• ECM
• ERP
• CRM – Salesforce +
• LOS / IMS / HCM
• Point-to-Point
• Enterprise Service Bus – Mulesoft, Oracle
ESB, and more…
• www.AnyIntegrate.com

16. Leading Mortgage Insurer
“Changing the Rules of the Game”
• Technology as Competitive Advantage
• Automated Workflow – Routing, Approvals, Exceptions
• Seamless Integration of Capture / ECM / Workflow
The Solution
• Alfresco “Content Hub”
• Ephesoft for Classification & Extraction
• Zia OneView for Analytics – Integrated with BI/Reporting

17. Secure Back Office:
Corporate Finance
Accounts Payable
• ~1500 Contractors (vs. 1000 employees)
• 8 Branches
• Invoice Processing
Current (Manual) Process = Costly, Slow, Error Prone
The Solution – Automated Email-based Workflow
• Ephesoft - Mailroom Automation
• Alfresco – Document Repository + Records
Management (Retention/Disposal)
• Integration – Pronto ERP

18. Where to Deploy?
People + Paper
Records Management
• Back File Conversion
• Ongoing RM
• Automation of:
• Classification of Document Types
• Extraction of Critical Data
• Application of Retention Schedule

19. Demo

20. Why Zia?
Reduce Your Project Risk
• ROI Focused
• Ephesoft Experience
• Solution Accelerators
• Delivery Methodology
PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013

21. So…
How do you get there?

22. Introducing ICE
Initial
Consulting
Engagements (ICE)
Fixed Price
Fixed Duration
Based on methodology from dozens of
successful Ephesoft Projects!

23. What is ICE?
Three Levels
• Departmental
• Corporate
• Enterprise
Three Phases
• Discovery Process & Assessment
• Technical Assessment
• Roadmap & Project Management Plan

24. What Next? PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013
• Talk to Us / Talk to Our Customers
• Ephesoft Enterprise / Cloud Trial
Learn More - http://www.ziaconsulting.com/home/resources/
• Webinars & Videos
• Data Sheets & Brochures
• Case Studies

25. Let’s Meet!
• MBA – Oct 19th-22nd
• ARMA – Oct 26th-28th
• AIIM Roadshows: Information Chaos
• Wednesday, October 1st - Anaheim, CA
• Tuesday, October 7, 2014 - Washington, DC
• Thursday, October 9, 2014– New York, NY
• Tuesday, October 21, 2014 – Chicago, IL
• Thursday, October 23, 2014 – Minneapolis, MN