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Document Driven Business ProcessDocument Driven Business Process Automation:Your Onramp to Enterprise Applications

Capture has changed

• Previously document capture was:• Previously document capture was:• Scanning of hardcopy paper only• For archiving documents • Required to have separator sheets• Labor intensive for sorting, counting, and indexing• Not classified for every document typey yp• Captured after the transaction finished

• Today document capture is:C t i d t f• Capturing documents from any source

• Documents in many file formats• Automatic separation of document boundaries• Automaticity classification of documents• Intelligent data capture for indexing and business process automation• Faster and more accurateFaster and more accurate

Slide 2 Kofax Enterprise Capture

Discussion Areas

AwarenessValue / ROIPerception Demand / Need

The value proposition of the latest document

t

Why Kofax?Typical customer misperception of document

t

How typical customer purchase drivers

icapture technology and its relevance to your needs

capture are converging with enterprise capture software's value yproposition


Typical Customer Stereotypes and Perceptions

Misperception MisperceptionMost customers think of capture as only for

Most customers think of capture as lowof capture as only for

archival purposes.of capture as low value and commoditized.

V l / ROI D d / N dIT Shops are trying to figure out how to do more with less

Customers want to go electronic as quickly as possible

Value / ROI Demand / Need

Awareness Awareness

more with less. as possible.

More and more customers are realizing the need & benefits associated with process

Customers seldom realize the true value that can be delivered by captureassociated with process

automation.capture.


Capture Evolution… and Customer Value

Decision ServicesTodayPaper &

El t iPaper

Decision ServicesAP – Invoices (Oracle & SAP)

Simplify or automate process decision points

Document Driven

Electronic

Fixed Geometry Variable Geometry

Cus

tom

er

Document Driven Business Process AutomationAP – Invoices (Oracle & SAP)

Simplify or automate

Unconstrained

Rel

evan

ce to

Scan to

Scan to ProcessInitiate document centric processes

Simplify or automate document centric processes

Intelligent

Valu

e/R Scan to

ArchiveArchive business documents

Document Capture

Intelligent Document

RecognitionBusiness

IntelligenceWorkflow & Rules Mgmt

1980’s Time 2010


TodayPaper & Electronic

Paper

Capture Evolution… and Customer Value

Decision ServicesElectronic Decision ServicesAP – Invoices (Oracle & SAP)

Simplify or automate process decision points

Document Driven

Cus

tom

er

Document Driven Business Process AutomationAP – Invoices (Oracle & SAP)

Simplify or automate

Rel

evan

ce to

Scan to

Scan to ProcessInitiate document centric processes

Simplify or automate document centric processes

Valu

e/R Scan to

ArchiveArchive business documents

IntelligentDocument Capture

Intelligent Document

RecognitionBusiness

IntelligenceWorkflow & Rules Mgmt

Time


Capture & Business Process Automation: The Opportunity

Customers, Suppliers,Partners, Employees

Knowledge Workers & InfrastructureBusiness Process

CompleteInitiate

(AP, New Accounts, Branch Automation, Loan Origination, Claims Processing, Case Mgmt, …)

ee--Infrastructure Infrastructure Corporations want to…Red ce processing costs

1980sNow 1990s Auto IndexingIDR

Archival: ECMBPA: Workflow & LOB AppsAdoption & MaturationAdoption & Maturation

Governance & Governance & ROI LowHigh

• Reduce processing costs• Increase operational efficiency• Increase customer satisfaction• Increase situational awareness

Eliminate paper as soon as it enters the organization

CentralizedBatch Capture

DistributedBatch Capture

DistributedTransaction Capture

Process EnablementMailroom Automation

Regulatory ComplianceRegulatory Compliance• Mitigate risk

enters the organizationMigrate to self-service where possible

pppDocument Centric Collaboration


Extending Enterprise Infrastructure: The Enterprise Onramp

SMS

Knowledge Workers & Infrastructure

Document Process AutomationFax

Customers, Suppliers,Partners, Employees

ERP / CRM / LOB

Fax

SMS

Email

BPA / BPM

IDR

Fax

Email

XML, EDIPrint Streams

Scanners

IT Infrastructure

ECM / RMDatabase

Communication

Voice

Telex

Document Capture

Classify,Separate,Extract,Validate

ScannersMFPs/MFDs

MS OfficePDF, TIFF, JPEG

CommunicationsHelping you cost effectively simplify and automate outbound communications with your customers, vendors, employees and stakeholders.

Document Process AutomationHelping you cost effectively simplify and automate specific document centric business processes.Key Capabilities

IDRHelping you quickly and cost effectively understand the content you’re on-boarding, and helping you decide where it should go and what you should do with it.

Document CaptureHelping you cost effectively on-board content from anywhere in your organization, regardless of medium or format.Key Capabilities

CommunicationDocument CaptureEnterprise Onramp

Key Capabilities• Provides communication medium abstraction &

consolidation• Enables business process related

acknowledgements notifications & broadcasts

Key Capabilities• Augments existing SAP & Oracle ERP A/P workflows• Simplifies, minimizes and/or eliminates human touch points &

decision points throughout the invoice processing and approval process

Key Capabilities• Identifies inbound content• Separates inbound content• Extracts relevant document information

Key Capabilities• Provides source abstraction, management & configuration• Provides central profile management• Provides centralized diagnostics, monitoring & device health management

acknowledgements, notifications, & broadcasts• Validates & matches document content against existing infrastructure• Manages IDR profiles


Preparing for Success: How can we help you succeed?

• More and more customers are realizing the need to establish• More and more customers are realizing the need to establish an enterprise capture onramp strategy

• IT departments are becoming more aware of the challenges d bl f i thand problems facing them

• Eliminating paper as quickly as possible• Effectively managing the growing onslaught of content coming into y g g g g g g

their organization


Kofax at a Glance

Successful for more than 20 yearsSuccessful for more than 20 years• Helping customers to optimize/automate their mission critical,

document driven business processes.• Acknowledged market leader in information captureAcknowledged market leader in information capture.

Global presence• 1200 employees in 33 countries• Global professional services organization• Global support organization• Development and product management in the US, Europe, AsiaDevelopment and product management in the US, Europe, Asia

Global partner ecosystem• Value added resellers• System integrators, application providers, BPOs

Proven track record • 25,000 customers around the globe25,000 customers around the globe


Customer Successes Around the Globe

• Increase of productivity and• Increase of productivity and efficiency, by 20% to 500%

•Cost savings • Improved compliance•Better cash management

I d i• Improved customer service and business closing rates

•Faster and better businessFaster and better business decisions

•Payback within less than12 monthsmonths


More Information @ Kofax Transform Conference

• Visit Transform San Diego January 17th to 18th 2011• Visit Transform, San Diego, January 17th to 18th 2011• http://www.kofax.com/go/transform/

• Customer Use Case Presentations• Hands-on Tips and Tricks Workshops• Training and CertificationTraining and Certification• Great Network of Kofax Customers, Partners, Executives and Specialists


Document Driven Business Process Automation:Y O t E t i A li tiYour Onramp to Enterprise Applications

Thank you. www.kofax.com