emc product overview: applicationxtender - fujitsu emc product overview: applicationxtender richard...
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Customer Challenge: How to Gain Control
Fully 80% of the data required to run business is unstructured
Electronic content is largely outside of corporate control
The volume of physical and electronic content is exploding
SOPSSOPS
videovideo
presentationspresentations
proposalsproposals
specificationsspecifications
project plansproject plans
illustrationsillustrations
detailed designsdetailed designs
photosphotos
web Informationweb Information
animationanimation
emailsemails
researchresearch
scanned documents scanned documents
formsforms
resumesresumes
market requirementsmarket requirements
product requirementsproduct requirements
fingerprintsfingerprints
lettersletters
white paperswhite papers
SOWsSOWs
contractscontracts
POsPOs
invoicesinvoices
meeting notesmeeting notesNDANDA
data sheetsdata sheets
competitive analysiscompetitive analysis
Unstructured
Structured
MRPMRP
ERPERP
OrderMgmt.OrderMgmt.
CRMCRM
PolicyMgmt.PolicyMgmt.
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The Paper Management Problem
Makes 19 copies of a single document1Spends $20 in labor to file each document1
Spends $120 in labor searching for each misfiled document1
Loses one out of every 20 documents1
Spends 25 hours recreating each lost document1
Spends $8 to process every invoice – 70% of which is related todocument handling2
Physical storage of paper (e.g. warehouse footprint)
Printing costs (multiple copies)
Shipping costs
Slow customer service
Large numbers of FTE’s dedicated to managing the paper process
Inefficient and non-automated business processes lead to wasted time, mistakes, and lost information
Sources: 1PricewaterhouseCoopers and 2IAPP
The Costs are Significant - The Typical Organization:
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COMPLIANCE
SarbanesSarbanes--OxleyOxley
Fiscal Accountability Fiscal Accountability for all Public for all Public companiescompanies
Basel II Basel II
Capital Assessment and Capital Assessment and Reporting Standards for Global Reporting Standards for Global
BankingBanking
US Patriot ActUS Patriot Act
Customer Documentation Customer Documentation Requirements in order to Requirements in order to
“know your customer“know your customer””
DoD 5015.2 and UK PRODoD 5015.2 and UK PRO
Federal Standards of Records Federal Standards of Records ManagementManagement
Health Insurance Portability & Health Insurance Portability & Accountability Act (HIPAA)Accountability Act (HIPAA)
Right to carry insurance between Right to carry insurance between job; Privacy of Patient Information; job; Privacy of Patient Information;
information sharing between information sharing between organizations for better careorganizations for better care
NASD 3110NASD 3110
written policies and written policies and procedures for review of procedures for review of correspondence with the correspondence with the
publicpublic
SEC Rules 17aSEC Rules 17a--3 & 17a3 & 17a--44
All records related to All records related to securities transactions to be securities transactions to be
maintained for 3 yearsmaintained for 3 years
Graham Leach Bliley Graham Leach Bliley Act (GLBA)Act (GLBA)
Privacy of Financial Privacy of Financial InformationInformation
Meeting Compliance Requirements
Customer ChallengesCustomer Challenges
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Customer Challenges: Where is the information I need?
Legacy/business applicationgenerated output:
•Reports•Statements•Notices •Invoices•PO’s & EOB’s•Billings
Internally generated Information:•Desktop Documents•Correspondence•Expense Reports •Manuals•Vacation Requests•Spreadsheets•Presentations•Email
Externally generated Information:Paper-based:
•Documents•Files•Inbound Documents•Business Records
Disparate Information Silos across the Organization
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The SolutionCapture, Manage, Store, Deliver &
Preserve through Content
Management
Creating an indexed,centralized file
repository for all of your information
assets
Catalog, Code, Index
Full-Text Index
How do I Gain Control?
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ApplicationXtenderApplicationXtender
Out-of-the-Box Solution– Centralized Repository allows increased security and
organization of business critical documents.– File, Store and quickly access any type of document – Built in viewer for over 250 file types
Rapidly Deployable– Days or weeks; not Months or Years
Easily Configurable– Setup a new file cabinet in minutes
Scaleable– from One to Thousands of users– store Millions of pages
Customizable– Web Services & Windows APIs
Paper
MS Office
Reports
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How does AX work?
Store your files in a single repository
Metatdata is stored in a database with pointers to the files Supports SQL Server, Oracle, DB2, MySql and other databasesSingle point administrationFlexible security options
– Authentication via LDAP, AD or native– Application (File Cabinet)– Document– Functional (Edit, View, Print)– Annotation– Audit trail
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Search and View– Desktop client– Browser-based client (e.g.
Microsoft Internet Explorer, Netscape Navigator)
Edit and Markup– Annotate – Sticky notes,
Highlight, Redadact– Check in/out– Edit and save Revisions
Deliver– eMail, Print, Fax, Export to
CD/DVD
Process– Route documents for approval– Structured process
Work with Documents as you would paper
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Paper Scan Index Store
User workstation or web capture – Low volume document scanning with Manual Indexing
Departmental capture with Captiva QuickScan Pro– Workstation Batch capture with Automated indexing
High-volume capture with advanced recognition using Captiva InputAccel Express, or other compatible solutions
– Client/Server based– Zonal OCR, OMR, Bar code, Forms Recognition
Capture - Paper-based information
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Continuously Detects Print Streams
Automates Data Extraction & Indexing
StoreAutomatically Ingests & IndexesPrint Stream Output
Capture reports with ApplicationXtender
Automatically capture print stream output from a line of business application such as AP, AR, HR, CRM, ERP, etc. and stores in ApplicationXtender
– Line data reports like balance journals and inventory reports– Form type reports such as invoices, account statements, billings, purchase
orders (POs), explanation of benefits (EOBs)
Eliminates the need to regenerate reports to quickly respond to customer or internal requirements.
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Capture Microsoft Outlook Emails
Capture emails and attachmentsMap Outlook fields to ApplicationXtender for automated indexingMonitor specific mailboxes for mail itemsCopy to ApplicationXtender or move to ApplicationXtender
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Document Routing– Provides a simple business process that
allows users to easily route documents from user-to-user
– Routes document for users to review or approve
– Requires no programming or scripting skills to use.
ApplicationXtender Workflow– Provides a interface to model complex
business process in a GUI.– Allows for programming and scripting for
interaction with other data systems.
Workflow
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Records Manager for ApplicationXtender
DoD 5015.2-certified records management for ApplicationXtender– Formal records declaration and management– 175+ guidelines for managing and accessing records
Retention administration– Governs ApplicationXtender repository with straight-forward retention
and disposition policy– Automatic filing of documents as records according to pre-defined
retention rules, requiring no additional work steps for end-users
Compliance
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AXIM™– Image-enable business applications without programming– Access from legacy business applications
If the data in the application can be highlighted then it can retrieve an associated document
– User Choice:Hot KeyDrag & DropVoice command
ApplicationXtender Integration Module (AXIM)ApplicationXtender Integration Module (AXIM)
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Frequently AccessedPrimary Storage
Disk (e.g. ATA) Centera Optical Tape
Infrequently Accessed
Secondary Storage
DiskXtender for ApplicationXtender
Secure Storage
Client-server connection between AX and DiskXtender server
Move infrequently accessed data automatically off to less expensive storage
Place compliance-oriented information onto WORM media (e.g. EMC Centera)
Storage
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State & Local Government
Small-to-MediumBusinesss
(SMB)
Commercial
7,500 Installations and Growing
ApplicationXtender CustomersApplicationXtender Customers
EMC is currently the 6th largest Software company
A recognized leader in Content Management.
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Improved Customer Service and Staff Productivity
Customer ProfileProvide residential mortgage loan services in multiple states1500+ pages processed dailyCustomer service is a differentiator
Business ProblemMust store mortgage documents for five years, and internal financial records for and its customers for seven yearsDifficult, time-consuming, and expensive to find hardcopy documents, stored in boxes in the offices or in an offsite facilityCopying and preparing, sending and receiving documents took (seemingly) forever
Return on Investment• Reduced expenses $43K in the first year
• Eliminated costs associated with paper-handling, offsite storage facility, couriers, multiple fax lines, fax machines, toner and paper supplies
SolutionEMC ApplicationXtender
Benefits from the SolutionReduced loan processing time by over 60%Streamlined paper-handling processes (e.g., 20 times faster at preparing loan files, from 1.5 hours to 5 minutes)Enabled quick, easy sharing of information between offices
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Improved Accounts Payable Processing
Customer Quote“Most of our users aren’t very computer savvy, yet they caught on quickly and are using the system flawlessly to get answers they just couldn’t before.”
- Paul Piccininni, Durst Controller
SolutionEMC ApplicationXtender
Benefits from the SolutionSaves AP staff 2 work days each week reducing time spent filing/retrieving documents, accelerating paymentsIn 6 month test, saved $300K catching duplicate accounts payable invoicesImproves partner relations by speeding response time to requests and inquiries
Customer ProfileOne of New York’s oldest and largest privately owned real estate firmsOwns and manages 9 large Manhattan office buildingsBuilt Bank of America tower
Business ProblemsManual paper-based business processesInefficient and slow response timesCostly errors caused by lack of visibility in lease notification processComplicated AP processing requiring multiple approval and processing routes
Fujitsu Document Scanners– Web Site: http://www.us.fujitsu.com/fcpa– E-mail: [email protected]– Phone: 1-888-425-8228
EMC/Documentum ApplicationXtender– Web Site: http://software.emc.com– E-mail: [email protected]– Phone: 1-800-456-6783 ext x76492
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