transform 2014: best practices in integrating analytics into your environment

Matt Finch, Senior Solutions Engineer, Kofax Uriah Hakala, Senior Director, Professional Services, Kofax

Best Practices in Integrating Analytics into Your Environment

Agenda

Prerequisites

Deployment

Customization

Real Life Experience – Pinnacol Assurance

Expansion

What’s Next? Training and Preparation

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Prerequisites

Be Prepared! – Prerequisites

Define the appropriate users

Knowledge of underlying Kofax data/processes

Roles and responsibilities

Create functional workflow

When and where are analytics used in my process?

Segmentation by functional area, geography, etc.

Review out-of-the-box components

Start with what’s there

Fit/gap against actual requirements

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System Requirements - Installation

Obtain correct versions of underlying Kofax software

Kofax Analytics for Capture™

Kofax Capture™ 9 or 10

Kofax Transformation Modules™ 5.5 FP16

Kofax Analytics for TotalAgility®

Kofax TotalAgility 7.02

Hardware

Processor, RAM

Dedicated server(s)

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System Requirements - Software

Software

.NET 4.5

IIS

Metadata repository (database)

Dashboard client (web browser)

Insight software

Connection to Kofax data

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Kofax Analytics for Capture - Event Listener/Sender

Event Listener:

Web Service connection to Kofax workflow agent

Each Kofax Capture workstation that processes data, including remote sites, must have access to Event Listener

Runs on IIS; can be secured with SSL

Note: on Windows 2012, must enable .NET Framework 4.5 and HTTP activation

Event Sender:

Every workstation at central/remote sites

Sends data from Kofax Capture to Kofax Analytics for Capture

Analytics tab added to Kofax Capture administration module

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Deployment

Environment Considerations

Get license key – analytics is separate install

Which environments are in use?

Data needs to come from a “live” environment

Example use:

Use development environment

Run sample batches through system

Produce reports in Kofax Analytics for Capture

Push changes to next environment and re-test

Use import/export within Insight to manage deployments

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Creating a New Project

Projects contain built-in data sources, views and dashboards for Kofax Analytics for Capture

Configure connections

Load data – define frequency

Create and assign users and roles

Assign data filters

Define email settings

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More on Deployment

Admin user

Set data filtering preferences

Define execution plans

Set and manage alerts

User configuration

Manage projects, users, role settings

User authentication

Alerts

Projects and DB access

Log files

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Customization

Dashboard Designer

What’s it for?

Reuse and combine dashboards

Filter, aggregate or animate charts and grids

Customize templates

How to use it?

Save off predefined views to make your own edits – keep original project “pristine”

Create filters to restrict data by dimension(s)

Define alerts – messages sent in response to certain conditions

More Dashboard Customization

Embedded views

Custom images – logos and branding

Pivot tables

Data markers

Process charts

Time options

Drill-downs

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Ryan Tracy, ECM Product Manager Pinnacol Assurance

Pinnacol Assurance Kofax Analytics for Capture™

Who Is Pinnacol Assurance?

Colorado’s assured source of Workers’ Comp.

55,000 policyholders (59% of CO workforce)

$400M in annual premiums

600 employees

Capture 8.8 million pages annually through mailroom

12 mailroom operators with 24 validation operators in other departments

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A Quick Note for Office 2007 Users

Internal Scanning

Kofax Capture Implementation – Medical Bills / Medical Records

2013 2012 2011 2010 2009 2008 2006 2005 2004 2007

10 Years CAPTURE

Internal Scanning • First attempt to

capturing medical bills and related medical records

• Huge lessons learned!

Kofax Capture Implementation Policy/Claim

KTM

Kofax Capture • First rolled out for

capturing medical bills and related medical records

• BI team struggled to get meaningful reports for managers, stakeholders

• Settled for “close to accurate” historical reports

KTM • Demonstrated huge

returns for separation, classification, and data extraction automation

Who Is Pinnacol Assurance?

KAFC

KAFC • Accurate, real-time

analytics vitally important for accountability and process improvement

Why Kofax Analytics?

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Why Kofax Analytics?

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Why Kofax Analytics?

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Lean, Continuous Process Improvement — and KPIs

Reporting only one part of the equation

New directives to comply with Lean Six Sigma

Continuous process improvement

Must have Key Performance Indicators

Must have visibility to identify bottlenecks before they become business problems

Must have visibility to identify business process trends and usage

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User Productivity Reports

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System Configuration Accuracy

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System Usage and Trending

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Expansion

Expanding Further...

Analytics can be extended to bring in new data sources

Operational data (other capture-related systems)

Quality control

Financials

HR

CRM

And more

Full insight platform required

Segmentation of environments – projects by functional area

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Training and Preparation

What’s Next – How to Be Prepared

Training Available

Classroom

Onsite

Computer-based training (CBT)

Documentation

Kofax Analytics for Capture administrator’s guide

Kofax Analytics for Capture release notes

Report dependency guide

Kofax Analytics for TotalAgility administrators guide

Engage Kofax Professional Services (KPS) as needed

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Questions?

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For further information, please contact: Matt Finch, Senior Solutions Engineer mfinch@altosoft.com; +1 (949) 521-4291

Uriah Hakala, Senior Director, Professional Services uriah.hakala@kofax.com; +1 (312) 498-1816