1. Your Business Processes.
Streamlined.
Document Processing Solutions

2. Today’s Discussion
Today’s ECM Challenges
User Adoption
(“ECM Avoidance”)
Cost & Complexity
(of Document Processing)

3. • Any “Paper/Person-Centric” Process
• Supporting Documents
• Complex (Uncontrolled) Business Processes
• Application Processing
• Employee Applications
• Benefits, Permits, ID’s
• Employee Onboarding
• Corporate Finance
• Contracts Management
• Invoice Processing
Document Processing Solutions – Where?

4. Document Processing Case Study
• City of Chattanooga
• Use Case – Employee Onboarding
• Cost & Complexity
• Capture + ECM to HR to Finance/IT
Recrui'ng
Onboarding
Management
Leaving

5. • ROI < 9 months.
• 50%+ increase in Productivity.
• Improved Constituent Satisfaction.
• Accelerated Revenue Cycles
• Enhanced Compliance
• Actionable Analytics.
Document Processing Solutions – Why?

6. Core Components:
• Smart Repository
• Smart Workflow
• Enterprise Integration
• OCR/Capture-as-a-Service
Additional Components may include:
• Customer Self-Service Web/Portal
• View / Annotate / Redact
• Electronic Signature
• Secure Mobile ECM
Document Processing Solutions - What?

7. Document Processing Case Study
Passport Applications

8. Sync
Chris Creator
ü Initiates New “Case” & Workflow
ü Creates Application Package
ü Routes docs to manager
Mary Manager
ü Application Manager
ü Reviews and approves
application
Andy Applicant
ü New Passport Applicant
ü Completes / Submits Docs
Application
Docs
Imogen Issuer
ü Receives final documents
ü Issues Passport
Our Team Members
Business Challenge: Cost & Complexity of Document Processing
New Passport Applications

9. • Enterprise Content Hub
• via Paper, Fax, Email, Upload
• Version Control
• Enterprise Search
• Records Management
• Role-Based (Case) UI
Smart Repository

10. • Role-Based
• Customer-Centric
• Easy to Adopt (minimal user
training)
• Powerful Business Processes
• Advanced Workflow
• Future Proof
Simple + Smart"
Alfresco Workdesk

11. • Template-Based Initiation
• Document Assembly
• Routing
• Review, Approve, Request Action
• Via Email, Secure Cloud Site
• Declare Record
Smart Workflow

12. • Email Integration – Outlook, Gmail
• Office/Google Docs Integration
• ERP/HCM/CRM Systems
• Custom Applications (Issuance, Billing)
• Point-to-Point
• Enterprise Service Bus
Enterprise Integration

13. • Paper and/or Electronic Documents
• Intelligent Capture Technologies
• Classification / Extraction without bar codes or
separator pages
• Structured (Forms) and Unstructured
• Mailroom Automation and/or
• “In Process Capture”
• Embedded in ECM/Workflow
• Automated Classification & Extraction
OCR-as-a-Service
PARTNER OF THE YEAR 2013PARTNER OF THE YEAR 2012

14. • Secure Login
• Initial Application
• Download Documents
• Upload Documents
• Check Status
• Simple Design & Branding
• Asset Re-use Across Sites
Additional Components:
Secure Applicant Site

15. • Virtually Any File Type
• Integrated with Alfresco
• Compare Original / Signed Docs, Different
File Formats
• Annotation with Changemark ™ Notes
Additional Components
Enterprise Viewing

16. Enterprise Redaction
• Redact fields to securely share applicant /
claims / benefits information
• Across multiple user groups (both
internal/external)
• Hide SS#, financial information, etc…

17. OR
Securely sign within your Alfresco repository
• Legal Signature – eSign ACT & UETA
• Dual-Level Authentication
• Allows for Multiple Signatures
• Automatically Creates Secure PDF
Additional Components
Digital/Electronic Signature

18. Additional Components: Mobile
• Secure Mobile ECM
• Role-Based (Case) UI
• Unique “App/Server” Model
– “Relevant” Information
– Dynamic Views
• IT Approved
– Single Enterprise Application
– Configured, not Customized

19. Demo!

20. Questions?