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Dermot McCauley VP Solutions Product Marketing, Kofax Tom Carroll Services Director, Swiss Post Solutions

The Mailroom is a Competitive Weapon!. Dermot McCauley VP Solutions Product Marketing, Kofax Tom Carroll Services Director, Swiss Post Solutions. Agenda – Mailroom Automation. Mailroom challenges, trends and current practice Kofax Mailroom Automation – Creating the Competitive Weapon

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Dermot McCauley VP Solutions Product Marketing, Kofax Tom Carroll Services Director, Swiss Post Solutions

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  1. The Mailroom is a Competitive Weapon! Dermot McCauley VP Solutions Product Marketing, Kofax Tom Carroll Services Director, Swiss Post Solutions

  2. Agenda – Mailroom Automation • Mailroom challenges, trends and current practice • Kofax Mailroom Automation – Creating the Competitive Weapon • Swiss Post Solutions – Leveraging Kofax Mailroom for Competitive Advantage • Q&A

  3. Mailroom Challenges & Trends • Challenges Common in Mailroom Operation • Mail Processing remains too costly, slow and error-prone • Mail errors impact Line of Business process efficiency & effectiveness • Visibility into Mailroom Performance is Insufficient • Trends Impacting Mailroom Operation: • Multichannel customer engagement • Expectation of rapid, closed-loop responses to customers • Mobile Megatrend • Transition to Cloud business models

  4. What is Needed ?Better Mailroom Automation for Better Customer Engagement • Support multiple touchpoints during a Customer’s lifecycle • Provide highly efficient, multichannel document ingestion • Integrate with Business Processes and Systems Customer Onboarding Service Request Complaint Renewal Closure Transaction New Account Opening ? Mailroom Downstream Business Process Downstream Business Process

  5. Typical Digital Mailroom Operation Digital Mailroom Customers/Suppliers Channels Line of Business Business Process Exceptions Postal Mail Correspondence /TrailingDocuments LOB Apps, Storage,Processes MANUAL PROCESS Contract MFP, Web Portal,Tablet, Mobile Accounting Order Capture & Extract Missing Doc Incomplete Docs Incorrect Data Missing Data Trailing Docs Fax HR Invoice Customer Service E-mail

  6. Typical Digital Mailroom – When Issues Occur, Latency Grows Digital Mailroom Customers/Suppliers Channels Line of Business Business Process Exceptions Postal Mail Correspondence /TrailingDocuments When Mail Issues Occur, Impacts Include: Delayed or lost revenue Decline in customer satisfaction Regulatory fines for non-compliance Loss of productivity, in mailroom and LOB LOB Apps, Storage,Processes MANUAL PROCESS Contract MFP, Web Portal,Tablet, Mobile Accounting Order Capture & Extract Missing Doc Incomplete Docs Incorrect Data Missing Data Trailing Docs Fax HR Invoice Customer Service E-mail

  7. Kofax Mailroom Automation

  8. What Kofax Mailroom Automation provides?Better Visibility & Validation for Better Customer Engagement • Add visibility, control and process automation in a multichannel mailroom • Extend validation tasks to the Point of Origination • Provide more accurate information more quickly to business processes Better Customer Engagement is Key to Competitive Differentiation ! Fix Data, or Request/Submit Trailing Documents Prepare 2. 3. 1. 1. 2. 3. Mail Worker Scan Other Worker Classify Customer Mail Validation NIGO Extract IGO Downstream Business Process Visibility, Control, Process Monitoring

  9. Kofax Mailroom Automation – Visibility, Control & Validation Kofax Mailroom Automation Customers/Suppliers Channels Line of Business Kofax Mailroom Automation provides: Streamlined IGO and NIGO Processing More Responsive Customer Engagement Greater Worker Productivity Mail Processing Insight, Control & Compliance Better Decision Making Monitor & Validate Mailroom Process Monitoring Dashboarding Validation Automated Exception Handling Postal Mail Correspondence /TrailingDocuments Scanner Folder LOB Apps, Storage,Processes Contract Kofax FrontOffice Server MFP, Web Portal,Tablet, Mobile Capture & Extract Capture Classification Separation Extraction Thisis the most important statement in this presentation! Accounting Order KofaxCommunicationsServer Fax HR Invoice Customer Service Email Server Inbox E-mail

  10. What comprises the Kofax Mailroom Automation Solution • A single bundle of software, comprising multiple Kofax products, licensed as a single bundle • An “Application Framework” pre-configured for common mailroom use cases • Standard Statement of Work for Professional Services

  11. Kofax Mailroom Solution – Adaptable Dashboards & Flows Batch level Dashboard Document level Dashboard Adaptable Mail Processing Workflows

  12. Kofax Mailroom Solution – Adaptable Worker UI’s Document Review, due to Business Rule Failure Splitting Multi-Action Document Processing

  13. Swiss Post Solutions Leveraging Kofax for Mailroom Automation

  14. DOCUMENTPROCESSINGSOLUTIONS MAILSOLUTIONS OFFICE SERVICESSOLUTIONS RECORDSSOLUTIONS Swiss Post Solutions Founded 1849 Revenue $9.4 B SWISS POSTSOLUTIONS POSTFINANCE 61,500 Employees Operates in 25 countries Global Business Solutions Division of Swiss Post $150+M Investment in Innovation & CO2 reduction POSTRETAIL 7,000+ Employees Revenue $600 M POSTLOGISTICS POSTMAIL POSTAUTO

  15. SPS Document Processing – What We Need to Offer Our Customers Managing Information Logistics…The right information at the right place at the right time Document & Information Services Mobile Capture 15

  16. Customer Case Study - Challenges • Mail delivered to one static location but staff worked remotelyand they were constantly mobile • Multi-Channel Communication: Typically information flowed into to the organization via increasing number of channels: • Email, fax, web form, paper mail, voice, etc. • Increasingly difficult to manage, audit, archive all different media and formats in a unified manner or place • Client expectation was for faster, more agile, global response from suppliers • Increasing needs for compliance

  17. The Kofax-Based Solution

  18. Results Summary - Business Speed & Agility Benefits • Letters which currently sit in in trays/offices for days while recipient is away will be actioned on day of receipt • Can access letters via Smartphones, Tablets • Letters requiring forwarding, collaboration can be sent to colleagues/partners immediately • Retrieval of historic/archived letters can be instant • Client requests/queries can be dealt with instantly • Key contractual processes can save several business days

  19. Questions from the Audience?

  20. Thank you For further information, please contact: Dermot McCauley VP Solutions Product Marketing Phone: +44 7734 877796 Email: Dermot.McCauley@Kofax.com

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