alfresco + kofax demo: adaptive case management solution

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Adaptive Case Management

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Page 1: Alfresco + Kofax demo: Adaptive Case Management solution

Adaptive Case Management

Page 2: Alfresco + Kofax demo: Adaptive Case Management solution

Hybrid ECM

Adaptive Case Management

Capture Enabled

BPM

Page 3: Alfresco + Kofax demo: Adaptive Case Management solution

An Insurance Claim

•  Multiple people taking part – Claims Handler, Broker and a Loss Adjuster

•  Multiple documents that need to be captured and managed – Crime Report, Invoice, Photographs, Multiple

Reports •  Multiple Sources / Formats

– Both electronic and paper •  Complex business process

Page 4: Alfresco + Kofax demo: Adaptive Case Management solution

Solution Overview

Alfresco Cloud

Alfresco Mobile

Broker

On-

prem

ise

Kofax TotalAgility Alfresco

Kofax Transformation

Management

Kofax Mobile

Capture

Claims Handler Loss Adjuster

Enterprise to Cloud Sync

Export Connector CMIS/WS

And let’s not forget there’s an e-mail server allowing notifications

Page 5: Alfresco + Kofax demo: Adaptive Case Management solution

Process Flow Claims Handler Broker Loss Adjuster

Notify Insurer

Create Claim

Validate Claim

Mobile Scan

Upload Photo

Finalize Claim

Wait for Documents

Claim Complete

Page 6: Alfresco + Kofax demo: Adaptive Case Management solution

Process Flow Claims Handler Broker Loss Adjuster

Notify Insurer

Create Claim

Validate Claim

Mobile Scan

Upload Photo

Finalize Claim

Wait for Documents

Claim Complete

Page 7: Alfresco + Kofax demo: Adaptive Case Management solution

Process Flow Claims Handler Broker Loss Adjuster

Notify Insurer

Create Claim

Validate Claim

Mobile Scan

Upload Photo

Finalize Claim

Wait for Documents

Claim Complete

Page 8: Alfresco + Kofax demo: Adaptive Case Management solution

Process Flow Claims Handler Broker Loss Adjuster

Notify Insurer

Create Claim

Validate Claim

Mobile Scan

Upload Photo

Finalize Claim

Wait for Documents

Claim Complete

Page 9: Alfresco + Kofax demo: Adaptive Case Management solution

Process Flow Claims Handler Broker Loss Adjuster

Notify Insurer

Create Claim

Validate Claim

Mobile Scan

Upload Photo

Claim Complete

Finalize Claim

Wait for Documents

Page 10: Alfresco + Kofax demo: Adaptive Case Management solution

Process Flow Claims Handler Broker Loss Adjuster

Notify Insurer

Create Claim

Validate Claim

Mobile Scan

Upload Photo

Claim Complete

Finalize Claim

Wait for Documents

Page 11: Alfresco + Kofax demo: Adaptive Case Management solution

Process Flow Claims Handler Broker Loss Adjuster

Notify Insurer

Create Claim

Validate Claim

Mobile Scan

Upload Photo

Finalize Claim

Wait for Documents

Claim Complete

Page 12: Alfresco + Kofax demo: Adaptive Case Management solution

Summary

•  Kofax and Alfresco provide a joint solution – Automate content rich business processes –  Intelligent document processing and remove

manual steps – Mobile enable business processes – Extend collaboration to the cloud (secure

extranet) –  Improve business efficiency and customer

satisfaction

Page 13: Alfresco + Kofax demo: Adaptive Case Management solution

QUESTIONS?

Page 14: Alfresco + Kofax demo: Adaptive Case Management solution