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RightFax Workflow Wizard – RightFax Module!

RightFax Workflow Wizard – RightFax Module!. Adding process accountability to your FAX Add on module to RightFax Server What Does Workflow do Enables repeatable business activities by adding: Control Routing Accountability Process, Process, Process Escalation Business rules Structure

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RightFax Workflow Wizard – RightFax Module!

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  1. RightFax Workflow Wizard – RightFax Module! • Adding process accountability to your FAX • Add on module to RightFax Server • What Does Workflow do • Enables repeatable business activities by adding: • Control • Routing • Accountability • Process, Process, Process • Escalation • Business rules • Structure • Effectiveness • Efficiency • Tracking

  2. RFWW Architecture • Subset of the full Teamplate workflow development environment product (Optional expansion from RFWW to full Teamplate for .NET product) • Wizard driven model development tool (includes template workflows and webforms) • Enables organizations to build a Fax routing or approval workflow without any coding required • Provides connection between RightFax and Workflow

  3. Capabilities of RFWW • Inbound faxes trigger workflow • Workflow can trigger outbound Fax • Workflow can be based on predefined workflow and form templates • Assign workflow tasks to individuals, or groups • Business Activity Monitoring of ongoing processes

  4. Examples of Workflow and RightFax RFWW Templates • Loan Approval • Mortgage Application • Insurance Claim • Generic Fax Management • Purchase Order

  5. Loan Approval • This template will address a fax application for a retail loan. The model will include sample forms and will circulate the application through several persons for approval.

  6. Top Five Documents Loan approvals Insurance claims Mortgage applications Generic inbound documents Purchase orders Other Documents Approval forms Driver registry/Gov Invoices Permit applications Loan documents Job tickets Customer statements Retain banking exception reports Applications – loan applications, indirect lending Deposit verification Order fulfillment Request for information Trade confirmations Booking Confirmation - travel agent - airline - itinerary MSDS - material safety data sheets Loan payoff Prescriptions Certificate of Insurance Claims Contracts Verification of employment Patent applications RightFax Workflow Wizard Opportunities Document Types

  7. How does Captaris Workflow impact users? Business Managers Information Workers Administrators Developers

  8. Information Workers • Ability To Get Work Done Anytime, Anywhere • Windows, Web, Wireless, SharePoint, Outlook • Ability to Design Using Built In Wizards • Guide from Development to Deployment • Ability to Manage their Tasks • Task List mgt • Office Integration Pop Up! You Have a Task! Point and Click! Launch Workflow!

  9. Developers / Designers • Access to a Powerful IDE for Rapid Development • Graphical Drag-n-Drop Components & Mapping • Tasks, Links, Reworks, Labels, System Tasks • Events, Nesting, Skipping, Out to Office • Windows & Web Forms • XML Binding & DocumentAssembly • Web Service Wizards • Built In Verification • Built In Component Wizards • Easy Integration • ERP & LOB Apps • CRM • Portals & Doc Mgmt Systems • Desktop • EAI

  10. Administrators • Easy To Install With The Deployment Options • Bi-Directional Active Directory Sync • Windows, Web, Wireless • Industry Standards • Remoting (Avoid Firewall Fiascos) • XML / HTTP / TCP • Web Services • Graphical Organizational Mapping • Drag-n-Drop • Profiling

  11. Business Managers • Built In Business Activity Monitoring • Alerts • Metrical Reporting • “Makes-Sense” Management • Task Lists w/Export • Calendaring • Escalation • Business Value • ROI & TCO Driven • Use Rapid Process Justification (RPJ)

  12. Captaris Teamplate Customers • Industry Representation • Financial Services • GMAC • SallieMae • Bank of Switzerland (Italia) • Government • U.S. IRS • U.S. DARPA • SC DOT • MD DOE • Canadian National Energy Board • U.S. DIA • Energy • Nabors Industries • Dofasco • Pemex • American Transmission Co • Manufacturing • Cessna • Corning • Fiat • Boeing • Daimler-Chrysler • Retail • Costco • Burger King • Maaco • Healthcare • Captial Blue Cross • Sentara

  13. Government - Public Research Release Management • Solution • Automated Workflow for managing Public Releases Approval • SharePoint provides cost effective Teamplate workflow enabled document repository • Process automation improves case turn-around from 45 days to 1-2 days • Over 20 review and approval processes managed per day. • Challenge • Existing Public Release Approval and Management system required manual markups and circulation • Turn-around of Public Release Case approval typically was up to 45 days. • Difficult to enforce a schedule on a manual system

  14. Captaris International Contacts • Captaris contact info via web • http://www.captaris.com/contact_us/ • Offices in The Netherlands, UK, Germany, Switzerland, Dubai, Hong Kong, Sydney, • IMR contact info via web • http://www.imrgold.com/contact/ • Offices in Europe and Asia Pacific

  15. Gabriel Weitzner How you can participate!www.imrgold.com

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