ecm: bridging content process and compliance divide
TRANSCRIPT
1Company Confidential. Copyright 2011
Investors
04/18/2023
Offices
USAUKUAEMalaysiaIndia
Newgen Overview
• Software Products in Business Process Management,
Enterprise Content Management & Customer
Communication Management
• 800+ installations across 40 countries
• Solutions for Banking, Insurance, Healthcare, BPO/SSCs,
Telecom and Government
• Credited with world’s largest implementations
• Innovative culture, Consistent R&D investments, 35 patents
• Employee strength 1100+
• Certified for ISO 9001:2008, ISO 27001:2005 and CMMI Level3
2Company Confidential. Copyright 2011
Emerging India Award for IT, ITeS and ICE
Significant player in Banking
Market Leader in DM & WF
Innovator in ECM
Fastest Growing
Significant Player
Market Leader
Innovator
Global Winner2009 Red Herring 100 Global Winner
Newgen Overview - Industry Recognition
2010 ECM & 2010 BPM MQ Reports Very Large Installations
2011, Layna Fischer Award for Adaptive Case Management Solution
Gold Award
3Company Confidential. Copyright 2011
Our Global Customer Relationships
Banking & Finance
Insurance
BPO & Shared Services
Others
Telecom
4Company Confidential. Copyright 2011
Spectrum Of Enterprise Content
Types of Content• Scanned images/Forms• Computer reports• Fax• Document
correspondence
Examples• Invoices• Loans• Claims• Account Opening Forms
Types of Content• Office documents• Web content• Corporate records• Messages
Examples• Sales proposals• Technical documentation• Business plans• Legal Contracts
Types of Content• Web content/Rich Media• Product catalogs• Collaterals• Blogs/wikis
Examples• Statements• Business Correspondence • Websites• Multichannel marketing• Corporate
communications
Transactional Content Collaborative Content
Source: Adapted from Forrester
Persuasive Content
5Company Confidential. Copyright 2011
ECM: Bridging the Content, Process & Compliance Divide
Collaborative Working
Process Execution
6Company Confidential. Copyright 2011 6Company Confidential. Copyright 2010
Register Invoice
Invoice Processing
Invoice Posting
Voucher Info Update
Payment Info Update
ERP AP Process
Accounts Payable Process
Documents
not
available to
the users
Manually Sign Invoice
Notification to vendor via mail,
telephone, fax
Physical documents for the intended
users for Approval
Manual Activities
Receive InvoicePO (3WM) Invoice GRN
PO (3WM) Invoice GRN
2WM/ Non PO
Exceptions / Missing Documents
7Company Confidential. Copyright 2011 7Company Confidential. Copyright 2010
AP Process Challenges
• Right from collection point
Traceability of instruments before ‘Registration in ERP’
Physical Document Movement for Approvals and Payment Authorizations
No audit and tracking facility for actions taken on exceptions
• Ex: New Vendor; Invalid Invoices
Exception handling incase of discrepancies in invoice leading to non-entry in ERP
• Tax consultation with Finance
Suggestions and Verifications from experts while processing
• Happens through excel sheets and email
No control over escalation and exception handling
8Company Confidential. Copyright 2011 8Company Confidential. Copyright 2010
AP Process – Post Automation
9Company Confidential. Copyright 2011 9Company Confidential. Copyright 2010
Newgen ECM Product Suite
10Company Confidential. Copyright 2011
• Mobile device for capturing content close to the point of origination to reduce
the processing time drastically
• Leveraging Mobile’s camera and connectivity power for
efficient content capture
• Mobile Application
• Intuitive GUI to capture multiple images & metadata
• Advanced imaging for better compression
• Seamless integration with server application
•Server Application (Patented mDQA):
• Enhances Images quality (Brightness / Contrast, Noise,
Perspective correction etc.)
• Analyze defects that need recapture (Blur, Out of Focus)
Revolutionizing Mobile Capture
11Company Confidential. Copyright 2010 11Company Confidential. Copyright 2010
One of the largest ECM Implementations worldwide at a Leading Insurance Firm
• Organization Background
• 190+ million customer base with over 250 million customer records and 4 billion physical
documents
• Wide geographical spread to cover even the remotest locations
• Decentralized operations with fully empowered branch offices
2000+ Branches
100+ Divisional Offices
7 Zonal Offices
Head Quarter Central Offices
Zonal Office 1
Zonal Office 7
Divisional Office 1
Branch Office1
Branch Office 2
Divisional Office 100
Branch Office 2048
12Company Confidential. Copyright 2010 12Company Confidential. Copyright 2010
One of the largest ECM Implementations worldwide at a Leading Insurance Firm
• Business Needs
• Anytime Anywhere Customer service
• Cycle time reduction for processing
• Cost reduction
• Documents to be accessible from Core Application
• Disaster recovery
• Solution Implemented
• Enterprise wide ECM System deployed in a semi centralized
architecture
• Capture and Upload with a proper Governance framework
• Independent repositories at Branch Offices with consolidation
happening at Divisional Office and automatic data synchronization
• Federated search
• Integration with Core Insurance Application
• RMS at Division Offices for managing Warehouses
13Company Confidential. Copyright 2010
One of the largest ECM Implementations worldwide at a Leading Insurance Firm
• Benefits• Customer service from any location• Anytime anywhere access of
customer records• Reduced Turn Around Time• Huge Savings due to office space
optimization• 100% Compliant against regulatory
norms• Active DR Site
• Key Highlights• Archival of 4 Billion Pages• Federated search among 2048
repositories• 25000+ users• Built using open source platform
• Winner of Red Hat Award
RHEL 4.0
“Newgen’s implementation lead to reduction in storage cost of our business dramatically which financed the total cost of deploying the enterprise wide solution with us.”
14Company Confidential. Copyright 2011 14Company Confidential. Copyright 2010
Why Newgen?
Partner who delivers you business results
Partner who understands your business
Partner who helps to grow your business
16Company Confidential. Copyright 2011 16Company Confidential. Copyright 2011
Our Global Customer Relationships
Banking & Finance
Insurance
BPO & Shared Services
Others
Telecom