alfresco & kofax - scan, manage, collaborate
TRANSCRIPT
October 2012 John Juerss – Senior Solu5ons Engineer, Alfresco Mark Schroeder – Senior Sales Engineer, Kofax
Storyboard Kofax & Alfresco – Capture to Manage
Decision Management
Document Capture
Scan to Archive
Forms Processing
Scan to Process
Intelligent Document Recogni;on
Integrated Workflow & Rules Mgmt
Integrated Business
Intelligence
Time
Automa;
on Value
Business Process Automa;on
Process Ini;a;on
Distributed Capture
Enterprise Capture Evolu5on
Slide 2
Corporate Headquarters
Regional Offices
Field Offices
Field Agents
End Customer
Early 1990s
Mid 1990s
Early 2000s
Early 2010s
Distributed Capture Evolu5on
The changing face of business
Customer expecta5ons
Instant response, interac5on by email
& Smartphone
Governance
Visibility, compliance, auditability
Cost and efficiency
Business compe55on, budget cuts, outsourcing
The workplace
Staff reduc5on, skills shortages, mobile working, new processes & technologies
Your informa5on arrives in many kinds of documents
CUSTOMER SERVICE Correspondence New accounts
Address changes Service requests
Inquiries
SALES New orders Contracts Proposals Forecasts
CORPORATE Correspondence
Li5ga5on Contracts
Regulatory Documents
HR Applica5on forms Resumes/CVs Benefits forms
Healthcare forms
FINANCIALS Invoices
Cash receipts Tax documents Proofs of delivery Expense accounts
AND… Insurance claims Loan applica5ons Accident reports Pa5ent records
Policies Proofs of residence
In many different places
From a number of channels
Mobile applica5ons
Electronic formats
Paper documents Social
collabora5on
Mailroom
Legal Finance
Service
Logis;cs
Sales
Admin
And is delivered to many different des5na5ons
Paper
Fax
SMS
XML
Office
Further needs to capture source content
9
Mobile applica5ons
Electronic formats
Paper documents Social
collabora5on
Social
Without Kofax-‐ Companies spend extra resource…
10
Decide Understand
What do I do with it? What is it?
ECM/RM Database
Alfresco
Portal ERP/LOB/CRM
Paper
Fax
SMS
XML
Office
Social
Kofax believe in Point of Origina5on Capture
ECM/RM Database
Alfresco
Portal ERP/LOB/CRM
11
Decide
Und
erstand
Decide Understand
Paper
Fax
SMS
XML
Office
Social
BPM
INFORMATION CAPTURE
• To improve processing 5mes & Customer sa5sfac5on • To drive automa5on & save costs • To improve governance & risk compliance
Systems & Processes
Produc5on scanners
Centralized Back office
Remote Branch offices
Point of Origina5on – Extending Systems & Processes
12
Customer loca;ons
Field workers
MFPs
FAX
Electronic
Smart phones & tablets
Desktop scanners & web portals
Smart phones & tablets
Point of Origina;on
Summary on Capture Trends
• Central vs Distributed vs Hybrid processing • Inhouse vs Outsource vs Hybrid solu5on • Single Process vs Mul5 purpose • Single loca5on vs Mul5site
13
Alfresco – Kofax Collabora5on
Beber Together!
14
… to Manage Documents
Collaboration
Records
Workflow
Web
Images
Digital Assets
Mobile
Cloud Social
The Alfresco Plaeorm
Document Management Records Management Web Content Services Enterprise Collaboration Open Source Platform
Alfresco Enterprise Content Management
Content Repository
Image Management
Document Management
Records Management
Web Content Management
Open Source: Overcoming Barriers to Adop5on
• Only 5% of employees have been reached so far • Cost is the primary barrier • Open Source succeeds in commoditized markets: OS, DBMS, ECM • Open Source is now acceptable (Gartner: “95% of G2000 by 2008”) • Major ECM vendors (IBM, EMC, Microsoft, Oracle) are too busy
consolidating
ECM Revenues are Huge
But the Enterprise Sales Model is Broken
Alfresco System
Web Applications Knowledge Portals Web Services
High Availability Virtual File System
App Server
Portal Server
CRM
ERP
FTP
CIFS
WebDAV
2012
New Use Cases and Benefits
• B2B Collabora;on – Collaborate on content between businesses and employees anywhere with easy provisioning and complete security
• Mobile Work – Manage, access, capture and collaborate on documents on the go more efficiently and with no paper
• Mobile, Paperless Business Processes – Execute more efficient processes anywhere without being bound by enterprise infrastructure, but with full compliance
• Collabora;ve Mee;ngs – Conduct more produc5ve mee5ngs anywhere by using the full power of mobile devices with the security and control of enterprise systems
Combining Private & Public Cloud
Alfresco in the cloud
EU Division
US Prof Services
Offshore Development
Sync
Sync
Consultant
Workflow
Customer
This is Cloud Connected Content
So that means…
• Contracts • Subpoenaed documents • Legal documents • Merger proposals • Quality cer5ficates • Non-‐repudia5on evidence • Digital assets • Adver5sing videos • Personnel informa5on • Pa5ent records • Customer informa5on • Secret intelligence • Website content
• Transac5onal documents • Board notes • Standard Opera5on Procedures • Manufacturing records • Tes5mony • Manuals • Freedom of informa5on requests • Cer5ficates of authen5ca5on • Insurance claims • Proprietary intellectual property • Scanned invoices • …
Other than that, feel free to put it in Box or DropBox
What Makes Alfresco Different
vs. legacy, proprietary ECM
We deliver fast ROI & flexibility + one platform spans cloud & on-premise + open source & open standards + low-cost subscription model & fast ROI vs. cloud-only file sharing
We get the enterprise + metadata & business processes + security & compliance + customization & integration
Kofax Demo
How it works
Claims Process Orchestra5on -‐ Kofax Total Agility BPM:
26
30
Solu5on 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
QUESTIONS?