kofax mobile capture - xprimm _pecanka.pdf · kofax mobile capture asseco insurance conference ,...
TRANSCRIPT
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Kofax Mobile Capture
Asseco Insurance Conference , Bucharest , 31.10.2012
Rober Pecanka , Sr. Sales Executive Kofax CEE
Talpagasse 1, 1230 Vienna, Austria
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Agenda
� Mobile Capture Market Drivers
� Solution Overview
� Kofax Mobile Capture App
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Market Drivers
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Evolution of Capture
Firewall
NewNew
Back OfficeBack Back OfficeOffice
Fax / emailServer(s)
Fax / emailFax / emailServer(s)Server(s)
Watch FoldersWatch Watch
FoldersFolders
Production Scanners
Production Production ScannersScanners
EDI / XMLOffice DocsEDI / XMLEDI / XML
Office DocsOffice Docs
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Mobile Trends – For Business/Enterprises
Consumerization
BYOD
By 2014, 90% of organizations will support corporat e applications on personal devicesGartner – Turning iPads and Media Tablets into Enterprise Platforms
Containerization
By 2014, mobile devices will enforce containerizati on of applications and data through native hardware and OS functionsGartner – Turning iPads and Media Tablets into Enterprise Platforms
� Bring Your Own Device – users prefer to use their personal smartphones or tablets
� Isolating and securing the enterprise apps from the rest of the device
� Use of personal apps influencing users expectations for enterprise apps
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Organizational Capabilities Needed to Compete (4G era)
Ranking the importance of organizational capabilities to compete in the 4G era (by industry).
“1” is most important
9
8
7
6
5
4
3
2
1 Innovation in
product, service or market
Innovation in business model
or process
Vision and leadership
commitment to mobile platform
leadership
Mobilizing an external ecosystem
around your organization’s
mobile technology platform
Adapting dynamically to a
changing business environment
Building trust with ecosystem
partners
Collaboration with external subject
matter experts to stimulate innovation
Fostering an internal culture of collaboration
Ability to understand and navigate
regulatory policy on mobile broadband
Network carrier
Mobile device manufacturer
Infrastructure and component manufacturers Software developer
By industry
Source: Deloitte Open Mobile Analysis.
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Organizational Capabilities Needed to Compete (4G era)
Ranking the importance of organizational capabilities to compete in the 4G era (by function)
“1” is most important
9
8
7
6
5
4
3
2
1 Innovation in
product, service or market
Innovation in business model
or process
Vision and leadership
commitment to mobile platform
leadership
Mobilizing an external ecosystem
around your organization’s
mobile technology platform
Adapting dynamically to a
changing business environment
Building trust with ecosystem
partners
Collaboration with external subject
matter experts to stimulate innovation
Fostering an internal culture of collaboration
Ability to understand and navigate
regulatory policy on mobile broadband
“C” suite member
Partner/Director
Senior Vice President/Senior Manager
By function
Source: Deloitte Open Mobile Analysis.
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Computing Platform Trends
Source: Asymco – The Rise and Fall of Personal Computing
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Addressable Markets
9
Market Size
Monolithic Page Scanners in Centralized Back Offices
Production Level Scanners in Centralized, Back Offices
1M
100M
1B+
Mid Range Scanners in Distributed Regional Offices
Desktop Scanners &
MFPs in Highly Distributed
Front Offices
Smart Phones & Tablets Used by Employees & Customers
1985 1990 1995 2000 2005 2010 2015
$0
$1B
$2B
$3B
$4B
$5B
100K
500K
Kofax enables and supports each of these sources
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Kofax Mobile Capture Solution Overview
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Time and Complexity
11
Distributed
Front-Office & Web
Mobile
1 min 1 hour 1 Day 1 Week
UIComplexity
Back-Office
Point of Origination
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Kofax Mobile Capture – Value Proposition
� Mobile device is an extension of corporate systems and processes
� Enable users to initiate transactions and submit content at the earliest point in the process – Point of Origination™
� Enforce business rules from core systems directly on the device
� Provide optimum image quality (bad image = failed process)
� Process ready images
� Reduced exceptions / faster processing
� Lower impact on data plans – Lower costs
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Kofax Mobile Capture Solution
1Kofax Mobile Capture AppCapture documents and images with the deviceIndex documents (add meta data) on the deviceGuidance that the document is ready for processingReceive confirmation via email or SMS
2Kofax Capture Enabled BPM PlatformSetup, Configuration, Management, SecurityAutomate data extractionData validationEnforce business rulesException handlingDeliver data and images to system of recordInitiate processesConfirmation to submitter
3
Systems of RecordSystems of EngagementBPMECM – Repository/ArchiveERP/CRMWorkflow
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Kofax Mobile Capture Use Cases
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Year: 97Make: ToyotaModel : Tacoma
Year: 97Make: ToyotaModel : Tacoma
� Engage customer in the field
� Capture customer’s business documents via the camera in the phone
� Enter and/or validate relevant metadata
� Review and transmit content and metadata to back-office IT infrastructure
Kofax Mobile Capture Process Flow
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Kofax Mobile Capture App
Kofax Mobile Capture v 1.0
Patent Pending
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Home Screen
� Initiate new processes or cases
� Open pending cases
� Access to settings
17
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Open New Case
� Cases come from Kofax Capture
� Security/Permissions
� Business Rules
� Settings
� Based upon user permissions/role
� Personalized
� Extends process directly to the device
� Centrally controlled and administered
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Capture the Document
� Frame the image
� Ensure all data is present
� Missing corners or edges equals lost data
� Take the photo
� App is intelligent to know when to snap the photo
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Processing
� VRS now performing analysis
� VRS processing the image
� Poor image quality results in higher costs and slower processes
� VRS applying settings
20
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Process Ready Document
21
� Readable and process ready
� Optimized for transfer
� Reduced impact to data plans
� Converted to right format
� Image Processing
� Cropped and Deskewed
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Edit the Document
� Add Pages or Photos
� Delete Pages or Photos
� Change Case Type
� Go to Indexing Screen
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Indexing
� Enter Meta Data / Index
� Fields and Names Come from Kofax Capture through KFS
� Role Based
� Personalize the fields to be entered based upon the users role
� Flexible - some users may index while others may not – Your Call
� Use KTM for Touchless Processing
23
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Submit
� Submit to Kofax Capture
� Finalize Data Extraction, Validation, and Business Rules
� Export to System of Record or System of Engagement
� Reporting
24
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Confirmation
� Confirmation to submitter
� Sent via email
� Attach a copy of the image or provide a link
� Provides optional information
� Unique ID for retrieval
� Status
� Link
25
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VRS Image Perfection Overview
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Expense Management – Receipts
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Insurance – Claims
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Healthcare – Patient Records
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Transportation – Way Bills
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Mobile Capture
Is a taking a picture of a piece of a paper mobile capture?
These Documents
�Initiate processes
�Improve customer service
�Contain critical information
�Accelerate transactions
�Reflect your company
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Results
Kofax Mobile Capture Others
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Results
Touchless Processing
Faster Response
Better Data
Go Find the Original?
Exception/Error
Higher Costs
Kofax Mobile Capture Others
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Single Vendor = Single Source of the Capture Truth
• Initiate
• Complete
• Confirm
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For further information, please contact:
+4318664555150
+436642551125
www.kofax.com
Thank you !