ecm: bridging content process and compliance divide

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1 Company Confidential. Copyright 2011 Investors 03/21/2022 Offices USA UK UAE Malaysi a India 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

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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

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

15Company Confidential. Copyright 2011

Thank You