Enterprise content management - Distributed Capture
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ECM Capture Capture Documents From Anywhere and Create Business Value IBM Enterprise contect Management Key Business Informations Distributed Capture
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Enterprise content management - Distributed Capture
- 1. ECM Capture Capture Documents From Anywhere and Create Business Value Sebastian Osterc IBM SW Sebastian.osterc@avnet.com
- 2. Documents contain key business information Banking • Account opening • Lending applications • Investment reports • Regulatory & Compliance Government • Benefits management • Social services • Permits and licenses • Program enrollment • Records Management Insurance • Claims Processing • Underwriting • Enrollment • Appraisals • Investigations Healthcare • Medical claims • Patient Onboarding and discharge • Prescription Processing • Health record Energy & Utilities • Account Opening • Permits & Planning • Correspondence • Applications • Regulatory & Compliance Cross Industry • Accounts Payable • Invoice processing • Human resources • Licensing & Certification
- 3. Citizen, Customer and Employee Onboarding
- 4. 4© 2015 IBM Corporation Describe their biggest content problem is dealing with multiple unstructured inputs and connecting them to key systems Businesses still struggle to extract information from documents Report an increase in the amount of paper they process annually Source: AIIM "Paper Wars 2015" & "Case Management and Smart Business Process 2014" 19% 42% 13% Process electronic documents like PDF by printing – and then scanning them back in.
- 5. What is slowing your business down?
- 6. What is slowing your business down?
- 7. Forward- looking companies are pushing document capture to the edge of the enterprise
- 8. 8© 2015 IBM Corporation Distributed Capture business processes and response to customer requests by automating data extraction from documents paper at the point of origination. Reducing manual paper handling results in major cost savings. customers and employees effectively, immediately and over their preferred communication channel Engage AccelerateDigitize Attacking business problems at the source has benefits
- 9. 9© 2015 IBM Corporation Automated Document Identification, Data Extraction and Classification for fast & accurate document processing Extracting value from business documents IBM Datacap Multichannel capture—across mobile devices, scanners, email, fax— is the first step Deliver business information quickly to workers and business processes to provide better customer service and improve competitiveness
- 10. Datacap Mobile Capture Capture and process documents from anywhere on any device Easily and effectively tailor interactions to the individual user Securely upload into business applications and document repositories Respond to elevated expectations and create value out of immediacy
- 11. Snap and Submit Documents On-the-Go Automatic edge detection, quality control and on device indexing
- 12. Secure distributed capture with common, easy-to-use devices
- 13. 13© 2015 IBM Corporation Automated Document Identification, Data Extraction and Classification for fast & accurate document processing Extracting value from business documents IBM Datacap Multichannel capture—across mobile devices, scanners, email, fax— is the first step Deliver business information quickly to workers and business processes to provide better customer service and improve competitiveness
- 14. Automatically Identify & Classify Documents Fingerprints Text analytics Combination Pattern recognition Separator sheets Barcodes Keyword Manual ID Apply one or more method to identify and classify incoming documents. Then, automatically apply business rules with the goal of accurate, hands off & straight through processing IBM Datacap offers multiple methods for document classification
- 15. Vendor name & info Invoice number & date Amounts Line items Enterprise resource planning Accounting system Customer resource management Populate business systems with key data Workflow Adjudication Order processing Business intelligence Automatically Identify & Classify Documents Extract index information from the document image; use in application Optical character recognition for more accurate data extraction
- 16. Automatically Extract Important Information Apply to information types that are important to YOUR business MICR Signature Verification Handwriting
- 17. 17© 2015 IBM Corporation Automated Document Identification, Data Extraction and Classification for fast & accurate document processing Extracting value from business documents IBM Datacap Multichannel capture—across mobile devices, scanners, email, fax— is the first step Deliver business information quickly to workers and business processes to provide better customer service and improve competitiveness
- 18. The Right Information to the Right Place. Images and information are delivered in context to Case Management, ERP, HR and other systems. Supports IBM and other content repositories. Quickly. Accurately. Automatically.
- 19. 19© 2015 IBM Corporation Smarter Content, Smarter People. When you need it, it’s there. Capture, Activate and Engage with IBM Mobile ECM Capabilities Synch content for offline access, browse folders, search and edit documents Participate in cases everywhere, take advantage of mobile location services, no change required to existing desktop solution Use common devices to capture documents and forms, perform image correction and OCR, classify and store Access Content Document CaptureCase Management
- 20. A growing opportunity for IBM lies in building smarter ECM infrastructures. These industry initiatives span enterprises and ecosystems. Source: Gartner, Magic Quadrant for Enterprise Content Management, September 2014 The clear market leader in Enterprise Content Management “ “
- 21. Providing all the components required for an Advanced Imaging solution within a single vendor offering IBM Production Imaging Edition
- 22. The Next Generation of Capture with IBM Datacap Accelerating Mobile. Capturing documents from anywhere, with any device Transactional Capture. Integration of capture and document processing as services in line with business processes or applications Cognitive Capture. Identifying, understanding and unlocking the business value contained in free-form documents. Ongoing deliveries of new functions & capabilities through 2015
- 23. Understanding CCoonntteenntt In Context TITLETITLE UNSTRUCTURED BOLDED FONTS BULLETS UNSTRUCTURED BOLDED FONTS BULLETS STRUCTURED BOLDED FONTS ALIGNED STRUCTURED BOLDED FONTS ALIGNED TABLE BOLDED FONTS BOLDED LINES TABLE BOLDED FONTS BOLDED LINES
- 24. Act on information, immediately and over time Content Classification Content Analytics Content Classification PERSONAL INFORMATION DOCTOR’S FINDINGS THERAPY INFORMATION Applying FileNet P8 indexing to scanned image Detecting and processing duplicates, searching for archived and stubbed documents, and declaring documents as records Defining metadata to be used by process
- 25. “ “ Improves the timeliness rate for issuing certain benefits by 31 percentage points. More than 90 percent of cases are processed within the same day. State of Hawaii Department of Human Services Faster Case Resolution With automated document processing and process control that identifies missing information Improved Compliance With complete audit trails and direct access for process auditors to all case files, elimination of locally stored information and reduces fraudulent claims Universal Access To citizen record from any branch office eliminates shipping paper, delays in process and lost or misfiled documents
- 26. “ “ Now we can use a document to start a process and the IBM Case Manager workflow modeling capabilities put control in the hands of the business. Union Bank – Albert Pena, Vice President of Bank Operations Union Bank, N.A. 70% ROI within 18 months of implementing document capture Days to minutes reduction in process speed with virtually 360-degree customer view Months to weeks in time saved deploying new workflow- automation applications
- 27. 27© 2015 IBM Corporation Engage Communicate with customers effectively, immediately and over their preferred channel Move your organization to the next generation of capture with IBM Datacap Digitize Reducing manual processing results in major cost savings Accelerate Faster cycle times thrill customers, help the bottom line
Editor's Notes
- PLEASE INCLUDE: Start off with 1 word sentence the describes summary of the category you are presenting.
- Everyone has heard of OCR – Optical Character Recognition – and it does two important things – helps index the document image so we can search and retrieve it – and pull out important business data for use by other systems. Manual data entry is one of the most expensive and error-prone aspects of document processing – OCR eliminates that.
- Everyone has heard of OCR – Optical Character Recognition – and it does two important things – helps index the document image so we can search and retrieve it – and pull out important business data for use by other systems. Manual data entry is one of the most expensive and error-prone aspects of document processing – OCR eliminates that.
- Datacap will have ongoing deliveries of mobile capabilities over the course of the year. Key capabilities – capture from video. Instead of capturing page-by-page, use video to capture all pages at once, and the device will recognize individual pages from the video stream. We will also deliver a new SDK, that will enable developers to embed Datacap features in their custom applications Capture is an integrated part of many business processes. We are working to make it easier to call specific document processing capabilities as part of a business workflow. Imagine a case worker who receives a trailing document from a customers. Many times, it would be very useful for the Case worker to be able to right-click and have the document processing service – OCR for example – performed on the file. Exposing these capabilities as services makes it easier to embed these services in line and seamlessly, as part of the process. Cognitive Capture. Leveraging IBM's advanced capabilities in Content Classification and Analytics so that valuable information locked inside freeform documents, can be recognized, extracted and acted upon. This is especially important when dealing with documents collections that have a wide variety of unpredictable formating, where you can’t possibly define each document. Cognitive Capture examines the documents – content and structure – and determines what they are and what information is important.
- Headquartered in Jakarta Pusat, PT Bank Internasional Indonesia Tbk (BII) is majority-owned by Malayan Banking Berhad (Maybank). BII Maybank offers a comprehensive portfolio of financial services to almost three million customers through a network of more than 415 branches, 1,388 ATMs across Indonesia, as well as tens of thousands of ATMs through affiliates in Indonesia, Malaysia and Singapore. Challenge As part of the its mission to humanize financial services and enhance competitiveness, BII Maybank wanted to improve customer satisfaction and overall service quality. Under the existing account opening process, customer service representatives had to manually authenticate personal information provided on customers’ application forms. This process could take as long as 30 minutes, in addition to the time it took people to fill out the forms initially. The bank sought a paperless solution that would help improve efficiency, increase data security and optimize use of data storage capacity. Solution Working with IBM, the BII Maybank project team implemented IBM® Datacap Taskmaster Capture software across branch offices in Indonesia and integrated the software with the bank’s central authentication, branch delivery and global Customer Information File (CIF) systems. The IBM solution provides a centralized platform for gathering data electronically and automating account setup, loan origination and other bank processes. Today, people opening accounts no longer need to fill out forms manually. They simply provide an identification card. The customer service representative scans the card to capture required customer data and asks only for information that is not listed on the card, such as an e-mail address. From slide: BII Maybank implemented IBM Datacap across branch offices in Indonesia and integrated the software with the bank’s central authentication, branch delivery and global Customer Information File (CIF) systems. The solution provides a centralized platform for gathering data electronically and automating account setup, loan origination and other bank processes The branch supervisor can reconfirm the data electronically in near-real time. Once the bank approves the application, the representative prints out the information on a form for the customer to sign. By capturing customer data into an integrated database, the bank makes the information readily accessible and easier to manage and protect. Bank staff members can spend more time assessing needs and offering the right mix of services to improve customer satisfaction significantly. In addition, the bank can make the best use of IT storage facilities and support business growth.“With the IBM solution, we accelerate data input with high accuracy as well as lower costs,” says Operation & IT Director Mr. Ghazali bin Mohd Rasad. “This paperless account opening system is the first such technology-based service in Indonesia, signaling to the marketplace the care we take in making banking more convenient.”These improvements help boost the bank’s future growth potential. BII Maybank is now poised to offer the best customer service quality among banks in Indonesia. Benefits • Cuts the time required to open new accounts by 60 percent, from approximately 30 minutes to less than 12 minutes• Increases the rate of customer-data input by 70 percent and improves operational efficiency and scalability• Reduces the number of paper forms by 80 percent for more environmentally friendly operations
- Financial Services - Customer Service Union Bank Reduces Cost and Raises Customer Engagement with Advanced Case Management About the Client The primary subsidiary of UnionBanCal Corp., Union Bank, N.A. offers a broad array of financial services to individuals and businesses from small firms to major corporations. It operates approximately 400 retail branches in California, Washington and Oregon. Union Bank also has commercial branches in Dallas, Houston, New York and Chicago, as well as two international offices in Asia. Business Challenge Like most financial institutions today, Union Bank faces an unfriendly environment of sustained low interest rates and increased regulatory oversight. Yet the bank continues to demonstrate resourcefulness in meeting ambitious financial goals by focusing on three priorities: creative growth, efficiency and foundational strength. To help realize these objectives and reach its goal of becoming a top 10 bank in the United States, Union Bank has been implementing key components of the IBM FileNet Content Manager solution over a period of nearly two decades. With a comprehensive approach to bolstering its technology platform enterprisewide, the bank streamlined processes to save steps and eliminate waste. Solution Replacing paper with electronic forms and documents yielded significant benefit, but the real value kicked in when those images became accessible within the context of a business activity or case. Using IBM Case Foundation software, Union Bank has developed almost 25 applications linking captured images to automated workflow. Each initiative went through a rigorous cost-benefit analysis before funding. Once deployed, the bank measured actual results against projected efficiencies to verify gains. Recently, the bank teamed with IBM Business Partner Pyramid Systems, Inc. to deploy IBM Case Manager software. Now, employees have a 360-degree view of each customer’s file, for more responsive service. They can input account-level changes, and they can edit addresses at the customer level. For example, a customer is relocating to Singapore for six months and wants a temporary change of address on five of his eight accounts. The customer service representative can easily process the request. The system handles the complexity with dynamic integrations to existing systems and individuals with various approvals and exception routing. “It used to take one to three days to complete that kind of request. Now it takes one to three minutes,” says Dave Gomez, senior vice president for the Enterprise Content Managementr Program Office at Union Bank. “We’ve gotten rid of paper and reduced rework due to invalid data. Most important, the employee processing the request doesn’t have to go to 15 different screens to get a complete picture of the customer’s bank accounts.” Quantifiable Benefits With each deployment, the bank increases responsiveness from hours and days to minutes or seconds and saves hundreds of thousands of dollars in employee time spent receiving, reviewing and processing paper documents. ●Retrieves documents in seconds instead of hours ●Completes processes such as fee adjustments and changes of address in minutes instead of two or three days ●Reduces the time to deploy workflow automation applications from six months or more to four weeks or less