David Wright Solution Enablement Specialist

1. Project Scoping – Building a Proper Foundation for Your KTM Project David Wright Solution Enablement Specialist

2. Plan well • Customer requirements • Vision, goals • Needs and pain • The goal of every KTM project is productivity • Document Analysis Workshop • Process walk through . Before and After. • KTM with paper and pen • Field Analysis Workshop • Argue the case of every field • Process Ready™ Data • All stakeholders involved • Get all data.

3. Training • A KTM project needs training. You cannot train it on 5 or 10 to even 50 documents. It needs training on hundreds or thousands. • Get your images, get your golden data, get your classification data.

4. Milestones and Deliverables • Promise no accuracy values – they are meaningless. • Promise only increased productivity – that is valuable ROI.

5. Building your project • Build your Class Tree • Add Fields • Add Formatters • Add Validation Rules • Add Databases • Design validation form • Connect databases to validation forms • Write minimal locators to generate some values • TEDIOUSLY hand validate hundreds of documents perfectly • Save your golden files • Run your benchmark and set a baseline

6. Follow the guidance of your benchmark • Fix the false positives • Reduce false negatives • Minimize true negatives • ALWAYS make decisions based on productivity • Configure locators to gain % of documents, not just to fix 1 or 2.

7. Build a Wonderful User interface • Your people will be staring at the screen all day – make sure that they love it!

8. Deliver a great project on Day 1

9. Thank you David WrightSolution Enablement Specialist