Benefits. What We Do. Traditional Capture. How It Works. Document Definition. Demonstration Advanced Capture Capabilities.

Transcription

1 OUR AGENDA FOR TODAY: z What We Do # Benefits Y Traditional Capture 5 How It Works $ Document Definition 8 Demonstration Advanced Capture Capabilities p Customer Examples

2 Jason Burian Director of Product Management KnowledgeLake John DeBernardis Director of System Engineers KnowledgeLake

3 r ECM Planning x Enhanced Search 7 Content Migration [ { Capture 5 Collaboration/Sharing Automation/Processing / Organization/Management f Records Management

4 INTELLIGENTLY CENTRALIZING INFORMATION k t We get content into the repository, with the data about the document This process can often be partially or fully automated We can get it from ANYWHERE: Paper, Microsoft Office/ , PC/shared drives, remote/mobile, multiple offices/branches, and even from the applications you use everyday It s always easy and with a consistent user experience

5 STRUCTURING THE CONTENT V c 2 A We structure and manage the content for you We place information AROUND your information to make finding it simple Users can focus on the information itself, and not spend time looking where to put it or where to get it KnowledgeLake extends the ECM capabilities of Microsoft SharePoint

6 Information Comes To You In All Formats from Many Sources Forms Correspondence Orders Applications Electronic Paper Fax

7 Traditional Data Capture Structured Data Known Page Layout Consistent Formats Limited Data Fields Potentially some hand printed text Ideal for Template driven capture Think like a Tax Form

8 Somewhat Like A Form But Structure Can Vary Structured Data Un-Known Page Layout Inconsistent Formats and Fields Multi Data Fields including Tabular / Row data Complex / multi page documents Advanced Data Capture Invoice processing good example, consistent indexes but variable locations and formats

9 Data You Wish To Extract Could Be Anywhere On The Document Un-Structured Data Unknown Page Layout Inconsistent Formats Multi Data Fields including Tabular / Row data Complex / multi page documents Advanced Document Capture Correspondence like s, mortgage loan documents, letters

10 Challenging Documents Multipage documents Lots of prep time separating the documents with barcodes, separator sheets Semi-structured and unstructured Users would have to find the data and manually enter into capture applications Complex structured forms Radio buttons, check boxes, multiple choice fields, hand printed text

11 First have software identify the documents Separate and classify into document types Apply different extraction rules based on best method of extraction Validate the data and allow users to correct or approve questionable index information

12 Less Time Preparing Documents For Scanning No separator sheets Capture mixed batch of documents (invoice, PO, packing slip) without manual separation effort Less Manual Data Entry Focus on minor error correction and validation Faster processing of index entry. Software can OCR and extract at rates no human could ever match Self Training System Learns As It Goes Unknown documents can quickly be identified and the software learns as it goes

13 Accounting High volume, mixed documents, hundreds of formats Banking Mortgage loans, or any multi document application process Order Processing Get orders into system faster and more accurately Medical Claims Insurance forms huge number of data fields Human Resources Employee onboarding lots of documents with common index data Government Seasonal document influx can t scale during busy periods

14 1. Scan 2. Process 3. Validate 4. Store digitize paper classification inspection and approval archive in SharePoint metadata extraction

15 Manual Barcode Content - Full Text Analysis Structure Semi-Structured Unstructured

16 Manual Barcode Zonal OMR OCR (Machine Print) ICR (Hand Print) Keyword OCR Labels and Data OCR Regular Expression

17 Vendor Lookup Line Item Extraction Label Detection Data Extraction Full Page OCR Vendor Lookup Vendor Name Address Block Phone/Fax Numbers Label Detection Combination & Permutations Invoice Number Inv # Invoice # Invoice No. Data Extraction Zonal OCR Machine Print ICR Constrained Handprint OMR Check Boxes, Ovals, Etc. Free Form Regular Expressions Pattern Matching Table Extraction Line Items

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19 1. Scan 2. Process 3. Validate 4. Store digitize paper classification inspection and approval archive in SharePoint metadata extraction

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21 PAPER, PAPER, EVERYWHERE! K Losing hundreds of thousands to millions of dollars on inefficient, paper-based processes H Wasting money, space and time with document storage B The organization tripled in size since 1983, and supports Retail, Banking, Rx and other services to 27,000+ members b Manual processing and approvals across Accounting, HR and Contracts meant high cost and long delays

22 2 Weeks 10,000 s of Pages K H B b Old Documents Benefit Forms Going Back to the 70 s Collected Data and Added to a Database Post Extraction Destroyed Paper Since Images Are Now in SharePoint Two Weeks with KnowledgeLake Advanced Capture, and 20 empty filing cabinets Ron Borden - Executive Director of IT MOEITS Technology Services (Local

23 The moment you realize your ECM project is a success - Bins to be shredded, nervous looks by Records Manager Ron Borden - Executive Director of IT MOEITS Technology Services (Local 150)

24 Less Time Preparing Documents For Scanning Less Manual Data Entry Higher Accuracy Faster Processing Lower Cost More Profitable Business

25 DO YOU HAVE ANY

26 0 8 S (888) Sales@KnowledgeLake.com Follow us 9 g & %

27 THANK