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2013 ECM Training Conference

Advantages of Using OnBase Advanced Capture Ray Gerwig. 2013 ECM Training Conference. # dbwestECM. What is Advanced Capture ?

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2013 ECM Training Conference

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  1. Advantages of Using OnBase Advanced Capture Ray Gerwig 2013 ECM Training Conference #dbwestECM

  2. What is Advanced Capture? A solution that enables organizations to capture, process, validate, and store information in OnBase for access by business processes and external sources for mission critical applications.

  3. STOP manual data entry. There is a better solution!

  4. Manual Processing – What Not To Do • Manual data entry is costly and slow • Manual data entry means more errors • Researching data in other systems is inefficient • Don’t print electronic documents! • Paper documents will get lost!

  5. Advanced Capture Lifecycle Mail Room VP Finance AP Clerk Manager Scan Operator

  6. Awaiting Index (254) (254) (0)

  7. Management Mail Room Data Entry Scan Operator Knowledge Workers

  8. Advanced Capture OCR/ICR/OMR Data Extraction Document Separation, Identification &Indexing

  9. What is the Goal of Advanced Capture? OCR results 100% Data accuracy 100% Lower the cost of data acquisition

  10. Why develop an Advanced Capture Solution? Reduce the cost of data extraction… • Single vendor – expertise/support/customer focus • Tightly integrated solution • Complete solution • Maximize OnBase investment

  11. Efficient Data Acquisition • Process different documents from many sources • Significantly reduce data entry errors and cost • Accurate and complete data • Increase knowledge worker productivity • Lower operational cost/decrease process time • Documents are always available

  12. Advanced Capture • Capture • TWAIN / ISIS / Kofax • Batch Scanning • QA / Re-Scan • Imprinter Support • MFP / MFD • Import • Fax / Email / EDI • Process • Image Enhancement • Annotation • Auto Orientation • Color Dropout • De-skew / Crop • Blank Page Deletion • Full Page OCR • Classify / Separate • Extract • Bar Code • Auto-fill / Lookup • OCR / ICR / OMR • Document Processing • Structured Docs • Semi-Structured Docs • Validate • Key from Image • Point / Click Indexing • QA / Re-Index • Verify and Match • Lookups / Validation • Database, ERP, CRM • Image-enabled Apps • Revision Control • Store • Architecture • Single Repository • Images and Data • Application Enabler • Keyword Search • Full Text Search • Retention / Reporting • Export • Deliver Image / Data • Web Services / SOAP • EDI / HL7 • XML, PDF, TXT, DOC • Workflow • Notifications • Integrate, ERP, CRM

  13. Capture Production Document Imaging Desktop Document Imaging Disconnected Scanning Front Office Scanning Express Scanning Unity Scanning Virtual Print Driver Directory Import Processor Subscription Server Integrations for Fax Servers Integrations for MFPs Integrations for 3rd Party Scanning Solutions

  14. Advanced Capture

  15. Advanced Data Capture Methodologies • Machine Print OCR • Check Box (OMR) • Signature Detection • Logo Identification • Point and Shoot Indexing • ICR (Hand Print) • Bar Codes • One Missing ???

  16. 7H15 M3554G3 53RV35 7O PR0V3 H0W 0UR M1ND5 C4N D0 4M4Z1NG 7H1NG5! 1N 7H3 B3G1NN1NG 17 WA5 H4RD BU7 N0W, 0N 7H15 LIN3 Y0UR M1ND 1S R34D1NG 17 4U70M471C4LLY W17H 0U7 3V3N 7H1NK1NG 4BoU7 17, B3 PR0UD! 0NLY C3R741N P30PL3 C4N R3AD 7H15.

  17. Templates really? • Not interested • We know all about template solutions • Templates don’t work for invoices • It takes too long to build them • We want an unstructured solution

  18. Hybrid templates • Hybrid = Anything derived from different or unlike sources • Structured and semi-structured documents

  19. Advanced Capture templates • Fixed location • Floating data (tags) • Data composition – Regular Expression • Columns and rows of data – integrity • Reports with header/footer & record sets

  20. 1 • Some Data Validation Challenges • Classification – Document Type • County • Yes/No • If Yes, additional info. • Validate CPA Number • Check value on another page • Signature • Signed submitter • Date Format • Calculations, 10% of total 2 3 4 5 8 6 9 7 10

  21. Registration

  22. With no registration points how can we find data? Registration

  23. Regular Expressions!!! Registration

  24. Advanced Capture A Regular Expressionprovides a concise and flexible means to find data, using particular characters, words, or patterns of characters.

  25. Advanced Capture Standard Regular Expressions

  26. Advanced Capture ClassificationPrioritization

  27. Advanced Capture Form Lookup Text Built for speed! (216) 574-9721 (216) 574-9009 Promotions JMA

  28. Processing Times & Number of Templates # Forms Time/Doc Time/Doc Form Search Text Search 1000 500 100 10 1

  29. Suspect keywords • Zooms in, shows area • Also in Unity Client

  30. Summarize • We have a deliverable Advanced Capture solution • Capture and validate document data with hybrid template technology • Cost Effective • Integrated into OnBase

  31. ROI – Reduce Cost of Data Acquisition Process forms automatically User hours/day ROI often received in less than a year. Increase throughput, or re-task resources! ROI

  32. Product Communities Tools & Resources MRGs Product OverviewsPresentations Case StudiesForums

  33. Questions

  34. Advantages of Using OnBase Advanced Capture Ray Gerwig 2013 ECM Training Conference #dbwestECM

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