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Improved Constituent Communications with Kofax

Improved Constituent Communications with Kofax. 9:30 AM February 12, 2009 Tom Simmons – Sr. Account Executive Mike Nowaczyk – Sales Engineer . Today’s Agenda . Introductions Kofax’s Partnership with Miami Dade County Leverage existing investments and knowledge

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Improved Constituent Communications with Kofax

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  1. Improved Constituent Communications with Kofax 9:30 AM February 12, 2009 Tom Simmons – Sr. Account Executive Mike Nowaczyk – Sales Engineer

  2. Today’s Agenda • Introductions • Kofax’s Partnership with Miami Dade County • Leverage existing investments and knowledge • Lower cost of ownership • Kofax Solution for Correspondence Management • Utilize existing office equipment • Simple to use – office staff up and running in hours • Self-Funding Value Proposition with Kofax Front-Office Server (KFS) solution

  3. World’s Largest Information Capture Vendor Successful • The market leader in information capture • 20+ years in business • Publicly traded – London Exchange (KFX) • $398 million annual revenue FY09 • 276% revenue growth over 10 years • 23,000+ customers • Thousands of integrations with ERP, ECM, workflow, line-of-business, etc. • $80 million in cash, no debt Focused • 16-18% annual software rev. goes into R&D Global • 1200 employees in 36 countries • 70 worldwide distributors • IKON, RICOH, HP, Lexmark, & IBM Deliver Kofax into MDC today

  4. Overview of Kofax Capture Suite Kofax Markview Financial Suite Kofax Capture CaptureFront-OfficeBack-Office TransformIntelligentClassification DeliverRelease to MultipleBack-Ends KofaxFront-OfficeServer KofaxTransformationModules Integrationswith hundredsof systems Kofax Communication Server Kofax Monitor Notification Tracking and Alerting Auto Resolution DataValidation

  5. KFS Slides to follow • Slide showing Flow from office to central (call it ETSD) • Show Front Panel Integation Slide that has bubble notes explaining the buttons (only a couple of them). • Web Client diagram with bubble notes explaining what we’re going to see • Summary of solution Kofax Platform Markitecture

  6. Kofax Front-Office Server

  7. Front-Office Business Processes Mail Problems • Speed • Cost • Compliance • Security ETSD Commissioner’s Office

  8. How long does it take? Mail Filing 1 Day Shipping 2 Days ETSD Scanning 2 - 4 Day 5 – 7 Days per Letter at best! Commissioner's Office

  9. How much does it cost (per Branch, per Year)? Mail Filing $13K-$52K Shipping $10K ETSD Scanning $1K $24K-$36K per Branch! Field Office

  10. What are the Compliance and Security Problems?

  11. Cut the cost, time, compliance & security issues! Mail Solved! Suite • Speed • Cost • Compliance • Security ETSD Field Office

  12. Why is this important for Miami-Dade County? Where is my request? I don’t know! ETSD / File Storage Field Office

  13. With Kofax – No Lost or Misplaced Documents Where is my request? It is right here and Mary sent my signed copy 3/8/10 Suite ETSD Field Office

  14. Kofax Portfolio – Basic Front-Office Capture Email New Account Folder Fax Scan document to Record System (ECM at ETSD) Scan document to Archive for processing Send document to email, fax, folder (collaboration)

  15. Kofax Front-Office Capture Solution Complaint Letter Official Documents • Business Systems • Kofax Capture • Workflow • ECM • ERP • CRM • LOB Invitation for appearance Fax of Lawsuit Extend the Back Office to the Front Office CRM Workflow Suite Miami Beach Office ECM eMail Back Office ERP LOB

  16. Make this a simple process – with less work needed! Letter Request Notice ETSD – Based Suite Barcodes OCR Front Office ICR OMR

  17. Advanced Document Transformation (with KTM add-on) New Accounts Claims Intelligent Classification Automatic Document Separation • Automatically identify where document begins/ends • Eliminate separator sheets Suite Front Office Automatic Data Extraction Application Identification Signature • Learn by example • Knowledge-bases available to improve performance Classify based on content Learn by example Built-in QA stats, testing

  18. PDF Output New Accounts Claims Suite Front Office Convert Images to PDF Format

  19. Deliver to Other Systems official records correspondence Deliver to 100+ ECM, Workflow, LOB Systems Suite Front Office Deliver to E-mail, Fax or Network Folders

  20. Why Kofax? Reduce Processing Time Lower Processing Costs • Days to minutes • Enhance constituent service • Reduce storage and filing costs • Improve service with existing staff Improve Security Create Audit Trail • Complete document control • Protect sensitive data • Track documents from end to end • Improve compliance efforts

  21. Why Kofax for Front-Office Capture? Capture Market Leader Flexible User Interface Options • Back office to front office • Domain expertise • Partnerships • MFP touch screen or Web client • Helps to ensure user adoption Personalization Features Leverage ETSD’s Investments MFP touch screen and Web client Thin-client user interface

  22. KFS Interface Overview

  23. Use Multi-Function Print Devices – Right from the Screen! Shortcuts Several options are available. Select “Log On”

  24. MFP – Front Panel User-based Shortcuts Group Shortcuts Global Shortcuts

  25. MFP – Front Panel User-based Shortcuts Personal Shortcut Order Supplies

  26. KFS Web Client – Editing a Document User goes to desk to view images on PC Inbox shows documents scanned at the MFP User is able to split documents “New” (split) documents appear in the Inbox For Kofax and Ricoh Viewing Only

  27. KFS Web Client – Indexing a Document Index information is retrieved from database User drags document to destination (from back end) User enters account number to index document For Kofax and Ricoh Viewing Only

  28. KFS Use Cases

  29. Case #1: MFP – Front Panel Indexing / Identification Select a Shortcut Using Shortcuts Order Supplies

  30. Case #1: MFP – Front Panel Indexing / Identification Index the document at the front panel

  31. Case #1: MFP – Front Panel Automatic Routing For Kofax and Ricoh Viewing Only

  32. Case #2: “Send to Me” Option – Scan at MFP Select the “Send to Me” option

  33. Case #2: “Send to Me” Option – Index / Identify in Web Client Inbox – displays documents you have received For Kofax and Ricoh Viewing Only

  34. Case #2: “Send to Me” Option – Index / Identify in Web Client Destinations – where you can release documents For Kofax and Ricoh Viewing Only

  35. Case #2: “Send to Me” Option – Index / Identify in Web Client Drag a document to a destination to send it For Kofax and Ricoh Viewing Only

  36. Case #2: “Send to Me” Option – Index / Identify in Web Client A window displays for index information For Kofax and Ricoh Viewing Only

  37. Case #3: Scan & Index from Web Client Scan directly from the Web client For Kofax and Ricoh Viewing Only

  38. Case #3: Scan & Index from Web Client Drag a document to a destination to send it For Kofax and Ricoh Viewing Only

  39. Case #4: Coversheet (Pre-indexing in Web Client) Create a coversheet for a shortcut or destination For Kofax and Ricoh Viewing Only

  40. Case #4: Coversheet (Pre-indexing in Web Client) Add index information for the document For Kofax and Ricoh Viewing Only

  41. Case #4: Coversheet (Pre-indexing in Web Client) Coversheet with barcodes is created For Kofax and Ricoh Viewing Only

  42. Case #4: Coversheet – Automatic Routing For Kofax and Ricoh Viewing Only

  43. Case #4: Coversheet – Automatic Routing Select the “Coversheet” option to submit document For Kofax and Ricoh Viewing Only

  44. Case #4: Coversheet – Automatic Routing For Kofax and Ricoh Viewing Only

  45. Questions? Next… Web Scan Demonstration For Kofax and Ricoh Viewing Only

  46. Thank you! For further information, please contact: Tom Simmons Sr. Sales Account Executive +1 (770) 517-4641 tom.simmons@kofax.com

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