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Office Edition Overview (Dec. 2018)

Dispatcher Phoenix Office is a powerful and intuitive workflow automation solution that optimizes business processes, reduces costs, and increases productivity. It automatically collects files from various locations, simplifies scanning and indexing operations, processes files automatically, and connects to popular cloud applications and document management systems. With its built-in features and customizable workflows, it simplifies office workflows, maximizes efficiencies, and minimizes the need for human intervention. Highly scalable and tailored to client needs, it provides greater process visibility and improves overall efficiencies.

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Office Edition Overview (Dec. 2018)

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  1. Office Edition Overview (Dec. 2018)

  2. The Dispatcher Phoenix Family A workflow automation solution that optimizes business processes, reduces costs, and increases productivity for any organization by: • Automatically collecting files from various locations • Simplifying scanning/indexing operations at the MFP • Processing files automatically • Connecting to cloud applications and popular document management systems: • Google Drive • One Drive • One Drive for Business • Microsoft SharePoint • SharePoint Online • Dropbox • Box.com • Worldox • FilesAnywhere • WebDAV • FileAssist • OneDrive • Award Winning! BLI 2018-2019 Legal PaceSetter Award, BLI 2017-2018 Financial Services PaceSetter Award & Finalist for World Technology Network Award

  3. Simple, Economical & Powerful Dispatcher Phoenix Foundations Dispatcher Phoenix Healthcare Dispatcher Phoenix ECM Dispatcher Phoenix Professional Dispatcher Phoenix Education Dispatcher Phoenix ECM Basic Dispatcher Phoenix Legal Dispatcher Phoenix Finance AccurioPro Connect Dispatcher Phoenix Government Dispatcher Phoenix Office

  4. Key Features To Help Streamline Workflow Built in features in any Dispatcher Phoenix editionmake it easyto build custom workflows that address any document workflow challenge: • Graphical Workflow DesignerTool • Workflow Scheduler • Full MFPIntegration • AuthenticationOptions including single sign-on • IndexForm Builder Tool • LiveFloTechnology • WebUser Interface • MobileApp • Highly Scalable & Tailored to Client Needs

  5. Drive Change with Dispatcher Phoenix Office Designed for general office users across vertical markets • Simplifiesyour office workflow & increases efficiencies • Minimizes the need for human intervention in redundant business processes • Maximizes productivity & reduce administrative costs • Providesgreater process visibility to identify potential bottlenecks

  6. A Wide Range of Powerful Features • Collect documents from a variety of inputs including a network folder, MFP, Google Cloud Print or mobile device. • Extract document metadata from specific areas of a scanned image or page with Advanced OCR. • Convert incoming files to Microsoft Office or PDFsincluding PDF Searchable and PDF/A formats.Advanced Metadata processing tasks including Metadata Route, Metadata Scripting and Metadata to File. • Connect to ODBC database for speedy indexing

  7. Use Cases

  8. Improve Efficiencies with Indexing • An organization was looking for an intuitive process to allow employees to scan documents and index them for long-term storage. • With Dispatcher Phoenix Office’s file indexing processes, employees were able to: • Quickly & easily scan and index documents • Browse their PC’s folder structure and select the correct folder to store documents at the MFP Panel • Search existing folders and create new folders with ease

  9. Schedule Workflows • An organization needed a workflow management solution to handle a large volume of documents without interrupting their day-to-day operations. • With Dispatcher Phoenix Office’s Workflow Scheduler, they were able to: • Maximize the businesses uptime • Schedule workflows to run in advance, such as after business hours • Specify the interval at which the workflow should run • Choose the exact date/time that the workflow should run

  10. Reduce Costs & Improve Productivity with Enhanced Processing Activities • A business was looking for a way to quickly and easily add an identifier to scanned documents at the MFP and secure their printed documents. • With Dispatcher Phoenix Office’s Workflow Scheduler, they were able to: • Create a custom annotation for use during the scanning process. • Automatically apply a Confidential watermark and rename documents as part of the workflow. • Ensure image quality with automatic deskew and despeckle technology

  11. Share Documents to Drive Collaboration • Admins in large organization wanted to share business documents such as contracts or invoices with their colleagues. • Using Dispatcher Phoenix Office, office users could: • Scan and process files before sending them to their cloud application • Take advantage of single sign-on capabilities to simplify the scanningprocess Web-Based Cloud Accounts Manager makes set up easy!!

  12. Controlling Paperwork • Busy office needed to digitizetheir documents to save time / filing cabinet space • But the information on electronic files needed to be accessible and re-typing/re-creating documents would take too long • With Dispatcher Phoenix Office’s file conversion processes, they were able to: • Convert files to variety of PDF formats, including PDF Searchable and PDF/A for text searching and document archiving • Convert files to Microsoft Officeformats, such as Word and Excel • Choose file format at scan time using intuitive, streamlined MFP interface

  13. Organize & Retrieve Files with Metadata Processing • An organization was looking to distribute files appropriately based on document metadata and integrate the metadata from scanned documents into another solution, such as a CRM system. • With Dispatcher Phoenix Office, they were able to: • Route files based on their associated metadata including barcodes, Bates stamps, index form fields, email header information, OCR results, etc. • Store extracted metadata in separate, customizable files, for use in other applications.

  14. Extract High Value Data from Paper Records • Real estate office had to extract client information from paper records for import into 3rd party system • Keying-in metadata would require manual processing • With Dispatcher Phoenix Officecustomized workflows: • Information was quickly extracted via OCR from incoming documents • Extracted metadata was auto-populated in index fields • All metadata was stored in separate text file

  15. Resources

  16. Marketing Collateral Brochures for all Editions • Dispatcher Phoenix Office Brochure Sell Sheets for Connectors YouTube Videos

  17. Resources Sample Workflows • Fully-configured sample workflows include samples for Office features: • Convert and Route to Any Folder • Image Clean Up • Automated Upload to Box • Scan to Google Drive Online Help • Comprehensive online documentation & solution walk-through • Intuitive, autocomplete search capabilities

  18. Thank You

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