#abbyysummit15 (7/10): competitive flexicapture win at major canadian service provider

TechnologySummit 2015

© Copyright 2015 ABBYY Technology Summit

COMPETITIVE WIN AT A MAJOR CANADIAN COURIER SERVICE PROVIDER

Qamar Ganie, Data Capture Practice Manager, Process Fusion Inc.

#ABBYYSummit15


2#ABBYYSummit15

Agenda

● Using Other OCR / Workflow Toolkit = Disaster

● Winning with ABBYY

● Lessons Learned, Sharing our Experience


3#ABBYYSummit15

About Process Fusion Inc.

About the Presenter

Systems Integrator● Enterprise Fax● Data Capture Solutions● Document Management Systems● Business Process Automation● Secure Email / File Transfer● Private Cloud Hosting Services

● Data Capture Practice Manager● Six Sigma Black Belt● 15+ Years in IT, 10 Years in delivering OCR / Workflow Solutions

Process Faster. Share Securely


4#ABBYYSummit15

About Purolator Inc.● 91% owned by Canada Post● One of the larger local courier companies in Canada● More than US $1.5 Billion in Revenue (2014)● 11,000+ employees● More than 1M+ pieces handled daily● Numerous facilities:

● 170 operations facilities● 125 Shipping Centers● Over 309 STAPLES locations


5#ABBYYSummit15

The Project Requirements

● Scan between 25K – 45K waybills per day!● 50% of waybills need to be processed within 8 hours of receipt!● Verification client for 20+ concurrent operators● Provide in depth reporting● Image overlay functionality● PCI compliant environment


6#ABBYYSummit15

The Competition

Custom built workflow system w/ 3 parts:

1. Queue / Workflow management

2. Core OCR operations3. Verification

● All document processing workflows require customization involving teams of developers across two continents (very limited UI configuration)

● A new workflow could take 30+ days to be designed, developed, and deployed


7#ABBYYSummit15

The Disaster

● 3 months into project execution

● No proper workflow available!

● Customer on the verge of cancelling project contract


8#ABBYYSummit15

Winning with ABBYY


9#ABBYYSummit15

ImplementationTask Details

Project Kick off October 2014

Initial templates, workflows in FC November 2014

Pre-production environment ready December 2014

Production run (3 month burn-in period) January – March 2015

Build PCI compliant zone June – July 2015

● Less than 45 days to design, build, and deploy a working data capture solution

● Able to develop a PCI compliant zone while continuing to run FlexiCapture with little or no downtime


10#ABBYYSummit15

Infrastructure

Production (Clustered) SQL Server & Network

File Share

Application Server 1

WAN LINK

Production Environment

Disaster Recovery Environment

Verification Stations (x20)

Production Scanners (x4)

Application Server 2

Processing Server

SQL Server & Network File Share

Application / Processing Server

Processing Stations (x18)

100 CPU Cores


11#ABBYYSummit15

LicensingItem Details

Version Production – FlexiCapture 11 Distributed

PPY Production – 10 Million pages – Fixed Form

Modules Production – 20 Additional Verification Stations

Other Environments:• Development• UAT (User Acceptance Testing)• SIT (System Integration Testing)

3 x FlexiCapture Distributed – Starter Pack• 20,000 PPY• 3 Additional Verification Stations


12#ABBYYSummit15

Sample Waybill with Color Drop


13#ABBYYSummit15

Image Overlay - Disabled


14#ABBYYSummit15

Image Overlay - Enabled


15#ABBYYSummit15

Advanced Workflow


16#ABBYYSummit15

Advanced Workflow – Custom Stages


17#ABBYYSummit15

Sample Waybill with Credit Card Fields


18#ABBYYSummit15

Payment Card Industry (PCI) ComplianceStandard Details

Secure Network • Hardware and Software firewall

Protect Cardholder Data • 256-bit AES encryption on ALL hard disks• Encryption SQL databases

Maintain a Vulnerability Management

• Enterprise antivirus / antimalware• Regular and schedules scans

Implement Strong Access Control Measures

• Division of duties• Documented processes

Monitor and Test Networks • Random / scheduled intrusion detection

All PCI standards implemented with little or noimpact to production operations!


19#ABBYYSummit15

Before vs AfterBefore After

Operators 45 operators across two,8 hour shifts

17-19 operators in one,8 hour (or less) shift

Digitization No soft copies, all waybills are stored in banker boxes

• All waybills are scanned and saved electronically.

• End customer in process of shredding already scanned pages.

PCI Compliance

• Non-existing• Little or no documented

processes• Fully enacted PCI compliant

zone


20#ABBYYSummit15

Lessons Learned, Sharing our Experience● FlexiCapture is flexible enough to address most, if not all,

workflow needs● FlexiCapture scripting entry points are unparalleled● FlexiCapture is scalable and can easily add components● High impact bugs fixed in relatively short timeframes!

● ABBYY able to escalate and give priorities to major issues quickly● Moving FlexiCapture Projects across different environments is

easy (Development to UAT to Production )● Competitive pricing is available from ABBYY


21#ABBYYSummit15

QUESTIONS