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

E-mail

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

Mail

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

Email

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”