1 / 0

Daniel Schmidt Product Marketing Manager

Extending the Value of Capture with Inbound and Outbound Communication. Daniel Schmidt Product Marketing Manager. Session Agenda. Inbound Communication Outbound Communication Business Benefits. Inbound Communication. Organizations Receive Information in Many Kinds of Documents. FINANCIALS

damali
Download Presentation

Daniel Schmidt Product Marketing Manager

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Extending the Value of Capture with Inbound and Outbound Communication Daniel SchmidtProduct Marketing Manager
  2. Session Agenda Inbound Communication Outbound Communication Business Benefits

  3. Inbound Communication

  4. Organizations Receive Information in Many Kinds of Documents FINANCIALS Invoices Cash receipts Tax documents Proofs of delivery Expense accounts CUSTOMER SERVICE Correspondence New accounts Address changes Service requests Inquiries SALES New orders Contracts Proposals Forecasts HR Application formsResumes/CVs Benefits forms Healthcare forms CORPORATE Correspondence Litigation Contracts Regulatory Documents AND… Insurance claims Loan applications Accident reports Patient records Policies Proofs of residence …
  5. Document Originates ...
  6. Document Originates ...
  7. Document Originates ... <?xml version="1.0" encoding="UTF-8"?><Invoice xmlns="xsd:Invoice-2"><cbc:IssueDate>2009-06-17</cbc:IssueDate><cbc:DocumentCurrencyCode>AUD</cbc:DocumentCurrencyCode><cac:AccountingSupplierParty><cac:Party><cac:PartyName><cbc:Name>Bunnings Warehouse</cbc:Name></cac:PartyName><cac:PartyLegalEntity><cbc:CompanyIDschemeName="ABN">26 008 672 179</cbc:CompanyID></cac:PartyLegalEntity><cac:Contact><cbc:Telephone>5467 5322</cbc:Telephone></cac:Contact></cac:Party></cac:AccountingSupplierParty>…. .... .... .... </Invoice>
  8. Document Originates ... Paper Email XML <?xml version="1.0" encoding="UTF-8"?><Invoice xmlns="xsd:Invoice-2"><cbc:IssueDate>2009-06-17</cbc:IssueDate><cbc:DocumentCurrencyCode>AUD</cbc:DocumentCurrencyCode><cac:AccountingSupplierParty><cac:Party><cac:PartyName><cbc:Name>Bunnings Warehouse</cbc:Name></cac:PartyName><cac:PartyLegalEntity><cbc:CompanyIDschemeName="ABN">26 008 672 179</cbc:CompanyID></cac:PartyLegalEntity><cac:Contact><cbc:Telephone>5467 5322</cbc:Telephone></cac:Contact></cac:Party></cac:AccountingSupplierParty>…. .... .... .... </Invoice> Email Mail Web XML Fax FoIP SMS MMS
  9. Without Kofax Understand Decide Paper BPM Fax Portal ERP/LOB/CRM Email SMS SharePoint XML ECM/RM Database Office What is it? What do I do with it? PDF
  10. With Kofax Understand Decide Understand Decide Paper Fax BPM Email Portal ERP/LOB/CRM SMS XML SharePoint Office ECM/RM Database PDF
  11. Example: Order Processing Pharmaceutical 7 people processing about 200 orders a day Entered into SAP system Unique ID
  12. Example: Order Processing Pharmaceutical 7 people processing about 200 orders a day Entered into SAP system Emails and faxes are printed! Unique ID Reduce processing costs Speed up processing time, better services Improve compliance and avoid document loss Reduce error rates (keying information)
  13. Market Data On average, 45% of documents that are scanned are 100% “born digital”. And many of the rest would be, other than the added signatures. 77% of invoices that arrive as PDF attachments get printed. 31% of fax invoices get printed and scanned back in. On average, 30% of invoices arrive as PDF attachments, and 15% as faxes. (AIIM Industry Watch 2011) Look into your business processes and identify where documents are coming in ...

  14. Adding Outbound Communication

  15. Outbound Communication KOFAX Thank you for your order ... Signed contract #476989 Please remember the appointment tomorrow... Urgent, help required!!!
  16. Accept cargo orders and confirm cargo orders Transport Company Cargo order Confirmation
  17. Accept cargo orders and confirm cargo orders Transport Company Cargo order Confirmation
  18. Accept cargo orders and confirm cargo orders Transport Company Cargo order Confirmation KofaxPlatform
  19. The Power of Capture and Communication Electronic reception Extraction of Information Export data Business Application Confirmation Validation Archiving Archive
  20. Example in Financial Services Straight-Through Fax Processing for Funds Administration But can be applied also to: Matching (order with contract, confirmation with order) Clearing & settlement Reporting & tax calculation Automated sending of Trade Confirmations Compliance (Audit/Tracking, Archiving, no loss of confidential data) Increase personal productivity in back-office Improve customer services „Reduced funds trade order costs from $40 to $10 per order“
  21. Advantages & Benefits Improved customer service Reduced processing time, faster response Reduced number of call center calls, pro-active information Compliance support Traceability, monitoring and archiving of data transmission Increased security Highly reliable Significant cost savings Automation Significantly reduced error rate

  22. Questions from the Audience?

  23. Thank you

    For further information, please contact: Daniel Schmidt Product Marketing Manager Email: daniel.schmidt@kofax.com
More Related