Download - NSi Auto Store capture process & route
Branch OperationsConsolidation & Simplification
David Peart – Business Development ManagerStefan Schwall – Senior Solutions Architect
• Who are NSi?• What is AutoStore?• Where AutoStore sits• Features• Products:
• AutoCapture• QuickCapture• SmarTicket• Web Index• OpenForms 360
• Branch Operations – Today and the future• Summary• Q & A
Empowering the functionality of the device
Overview
NSi • Formed: 1995• HQ: Rockville, Maryland• Offices: Various in the USA
EMEA: Braunfels, 80km in the north of Frankfurt/Main
• Core business: Development of distributed capture solutions
• Sales: Partners only!
Who Are NSi?
What is AutoStore?
• Capture Middleware / routing technology- Differs from standard capture solutions, since its focus is process automation- Links various sources, such as decrentralised sources as network scanners or MFPs, folder structures, mailboxes or applications- Takes care of processing of captured documents as well as the management of the devices
• Easy to use through a simple user interface• Easy to design through a graphical process designer• Easy to customise through device and server SDKs
Capture information from
any source, anywhere
MFPScanner
Laptop
Fax
Capture
AutoStore is a Capture Middleware
Route to workflows and
document repository
ERP, DBMs
Mobile devices
LOBFax &
Variable DataWorkflows
Production Workflows
Document Management
Route
Document HubClassify, Index
Forms Processing
Image CleanupOCR
Barcode IDPDF Conversion
…
Process
Process RouteCapture
Where AutoStore sits
AutoStore features Scan, index, and send documents to:
• AX5, Fortis, SharePoint, Lotus Notes• Folder, FTP, Database, Printer
Scan documents directly to email or fax.• Automatically populates sender’s Outlook Sent folder
Transforms paper documents into editable, text searchable formats.
• PDF, MS Office, and more
Generates automatic email notification to the required people upon completion
Database
File Folder
In a planning department contracts should be captured
Beside the meta-data which is entered at the MFD a barcode should be read
The document should be OCR‘ed to allow full text searching
The document should be saved as a searchable PDF
The document should be routed to the right place in the repository, without the need of touching it again
Also another department should be automatically notified of this new document
Sample Process
Administrator
ABCABC
AutoStore takes care of the automatic
processing using the OCR Engine
User at ScanStation = User in Domain
ennol ennol
Contract Number = 123Contract Number = 123Vendor = NSiVendor = NSi
Date= 03.01.2006Date= 03.01.2006
Contract NumberContract NumberVendorVendorDateDate
\\server\legal\contracts\\\server\legal\contracts\
NSiNSi123456123456
03-01-200603-01-2006
\\ \\ .pdf.pdf
AutoStore automaticaly creates the right folder structure and renames
the file
Legal DepartmentLegal DepartmentSales DepartmentSales Department
Automatic notification of a clerk in the legal
department about the new document including a link
to it
The administrator creates the capture workflow in the graphical process designer
Domain ControllerDomain Controller
12345
Sample Process…
Capture - MFPs and Scanners (Bi-Dir)
- Pop 3 email- Poll Directory (single folders)
- Auto Capture- Quick Capture Pro
Process- Basic image management
- Abbyy OCR- Barcode Reading
- Send to PC- Cost Recovery- LDAP Browser
- VB/Java Script Process and route
Everything from AS Express
Capture- Folder (SMB / FTP)- Email (SMTP/POP3)
- EFI SendMe- Windows Desktops/Office
- COLD / XML- Batch importer
Ticket Based RoutingPaper Tickets with checkmarks
Personalized PanelsEveryone gets his own menus
Active Directory Integration
.NET BackendIntegrated into your systems
Flexible Indexing ClientsWeb, Application, Desktop
Web service basedClearly defined communication
Network ScanClient
Rules based OCR
Local barcode splitting
Image preview and enhancement
Route- File systems (SMB / FTP)
- Email (SMTP / MAPI)- Notes
- MS SharePoint - ODBC Databases
- Right Fax
Process- Adv. OCR (Zone/ Multi CPU)
- Adv. Barcode (1D & 2D)- Image Management
- Compression / Conversion- Watermarking / Stamps
- Comprehensive SDK
Route- Groupware
- Document Management (Documentum, OpenText, …)- Databases (SQL, DB2, …)
- Middleware (MQ / Websphere)- Comprehensive SDK
- All available route components
Classification
Structured Forms
Unstructured Forms
Validation
Business Rules
AutoStore - A product family
WindowsExplorer/ Lotus Notes/ MS Office / Outlook CLient
Electronic file Capturing
same possibilities in processing and routing as
ASX / ASW
One Click Flow One Click Flow for electronic Capturing & Distributionfor electronic Capturing & Distribution
- Seamless Integration in Microsoft /Lotus EnvironmentSeamless Integration in Microsoft /Lotus Environment- Bringing electronic information into workflow Bringing electronic information into workflow
- Ease to useEase to use
Use Case:Use Case:- Archiving proposal direct from Microsoft WordArchiving proposal direct from Microsoft Word
- Email ArchivingEmail Archiving
AutoCaptureAutoCaptureCapture Digital InformationCapture Digital Information
Email capture in Outlook and NotesFile capture from Word, Excel, Powerpoint, Windows ExplorerCombinable with PDF ConversionManual indexing and automatic data extraction
Why-Start to evolve beyond the box. Every user of an MFD receives email, why do not deliver the same interface they know from the MFD to capture electronic files?
Point & Click Indexing Point & Click Indexing with non-java enabled deviceswith non-java enabled devices
- Using your mouse as a textmarkerUsing your mouse as a textmarker- Preview of documentsPreview of documents
- also available as Touch- Screen also available as Touch- Screen ApplicationApplication
Use Case:Use Case:- Simplify manual Indexing & Validation Simplify manual Indexing & Validation - Bringing unstructered documents into Bringing unstructered documents into
the workflowthe workflow
QuickCapture DesktopQuickCapture DesktopEasy to use Scan ClientEasy to use Scan Client
Optimized for simplified Scanning Optimized for simplified Scanning Centralized ManagementCentralized Management
Works with scanners or MFD’sPreview Easy to useCentralized Management
Why?-Address “I want preview question”-Address “I don’T like to index on this touchscreen”
Index single or multi pageIndex single or multi pagedocuments using documents using point-and-click indexingpoint-and-click indexing• Each time you scan a document:
• SnapIt recognizes the index fields
• Highlights each filed
• Displays the index data in a window
• Populates the index fields with a simple mouse click
• Easy Data Entry using SnapIt
One View Screening & IndexingOne View Screening & Indexingfor central Approval Workflowfor central Approval Workflow
- remote access via Webbrowserremote access via Webbrowser- Central Validation, Indexing & VerificationCentral Validation, Indexing & Verification- Detailed overview of document approval Detailed overview of document approval
processingprocessing
Use Case:Use Case:- Accounts Payable / Approval ScenariosAccounts Payable / Approval Scenarios
- Contract ManagementContract Management
Queue
One-Paper FlowOne-Paper Flowfor paperbased workflowfor paperbased workflow
- User generated SmartTicketUser generated SmartTicket- Workflow process streamlined by userWorkflow process streamlined by user
- ease to useease to use
• Created by the user at their PC• Contains all routing and indexing information• Can be printed or sent electronically• Allows everyone to scan documents and participate
in the business process• Device Agnostic• Same process regardless of what device the client uses to scan with• Do multiple tasks in ONE scan (Dramatically reduce the amount of time to scan a document)• Eliminate entering indexing and metadata on the panel of the device• Use the OMR checkboxes to select the desired tasks dynamically
SMARTickets Advantage(Enhance efficiency)
What’s a SMARTicket?Customizable
Logo
MetadataCoding
Information
Freehand Notes
Complete Routing & Workflow Information
Checkmark Routing & Metadata
SelectionSummarise your complex business process Summarise your complex business process
in one, easy to use SMARTicketin one, easy to use SMARTicket
Automated Form ProcessingAutomated Form Processingwith One Action Flowwith One Action Flow
- Freeform RecognitionFreeform Recognition- Business AutomationBusiness Automation
- Recognition, Verification & ValdidationRecognition, Verification & Valdidation could run as a black boxcould run as a black box
Use Case:Use Case:- Invoice ReadingInvoice Reading
- Documents ShipmentDocuments Shipment
Recognition
Verification
Correction
ERP
EDM
Captures header and footer fields, including line item details
Extracts an unlimited number of additional data fields
Automatically matches POs with invoices
Applies business rules for advanced validation
Integrates with host systems to enable active validations and lookups
Fully automated delivery into ERP and host systems ensures that captured data is available immediately.
• Are you leveraging your existing MFP investment?
• Substantial Cost Savings– Reduced Training– Reduced Maintenance & Support– Reduced Office Space– Eliminate Phone/Fax Lines– Adhere to Corporate Security & Compliance
Policies– Lower Total Cost of Ownership
• AutoStore enables you to fully leverage your MFP
High Cost & Inefficiencies• Training• Maintenance & Support• Office Space• Phone/Fax Lines• Security & Compliance Issues• Total Cost of Ownership
Branch
Branch
FaxEmail
Printer
Desktop
Copier
Scanner
Consolidated Branch Operations
Headquarters
LOB Server
ECM Server
Branch
Did you receive my fax?
Client
Average Transaction Time = 4 - 7 Days!!
Typical Branch Operations
Client
ECM Server
User Authenticated
Hosted Solution
LOB Server
Average Transaction Time = 4 - 5 Seconds!!
Branch
Firewall
jsmith
Client XYZ documents were received and are being processed
Your documents were received and are being processed
Branch Operations with AutoStore
Summary of Benefits
• IT friendly– Centralised management– Control over the processes
• Integrates into existing batch capture process• Secure and authenticated transactions• Leverage existing hardware investment• Single system for MFP, desktop, fax & email capture• Simplify the knowledge worker’s experience• Increase the “Velocity of Business”