ephesoft @ alfresco devcon in london
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Scanning and OCR the Open Source Way Ian Pope -‐ Epheso:
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“Our goal is to allow everyone to enjoy a fully featured document and data capture system that rivals the current industry leaders at a fraction of
the cost”
By 2016, Open Source Software (OSS) will be included in mission-critical software portfolios
within 99% of Global 2000 enterprises.*
*Source: Gartner Predicts 2011: Open Source So7ware, the Power Behind the Throne, 23rd Nov, 2010
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Legacy Advanced Capture Systems: • high costs – software and services • click charges (priced by volume) • confusing pricing options • difficult to configure and implement • thick client deployment • “bloat ware” • closed standards /vendor lock-in
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Ephesoft is the industry’s only Java and 100% browser-based Advanced Capture Solution that is Cloud ready out of the box. ...no need to install software on every workstation. Ephesoft supports Firefox, Chrome, Safari and Explorer. Ephesoft is based on open standards and is the first Advanced Capture Solution that can run on Linux.
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Scan or import documents from virtually any source such as fax and e-mail with one application Process documents that are stored in the repositories Utilize any existing hardware whether it is a departmental document scanner, high-speed production scanner or MFP
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Invoices medical mortgage insurance government energy telecommunication HR ...
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Learns hundreds of documents within minutes and sorts the documents more efficiently
Separates documents by identifying where a document starts and ends
Allows operators to focus on only the exceptions
Advanced
classification
and separation
technologies
included
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invoice date 6/17/2008
account number 2-‐1006-‐475-‐1
reference code 22177991
service code 954381
amount 29.34
due date 7/7/2008
Bar Code Reading Fixed Forms Extraction
Mark Sense and Handprint Recognition PDF + text output
Free Form “unstructured” extraction Fuzzy Database document matching
Cursive Handwriting Recognition
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Case Study Travelcard
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The challenges • Due to moving to another office building, the paper archive
was reconsidered • Digital archive should replace paper archive:
– Reduce space (costs) – Documents are instantly accessible
• SoluMon should be embedded within current organizaMon and current staff
• SoluMon should be scalable without any extra costs • 50 documents (200 pages) per day, about 40 different
document types – invoices (90%), contracts, applicaMon forms (request forms for ordering fuel cards), bank statements and a couple of standard forms including a form to authorize payments.
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The SoluMon
• Incoming documents are scanned with a muliVuncMon device and picked up by EphesoX
• EphesoX classifies the documents and extracts metadata
• Output from EphesoX (pdf and metadata file) is used to save document to DMS
• Saved documents go into workflow based on their document classificaMon
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The Benefits
• Over 70% of documents is handled automaMcally • Remaining 30% (mostly variants) are handled by employees aXer only a few hours of training
• No addiMonal investment in employees or peripherals
• All documents are digital enabling: – Quick and easy access – Searching documents by metadata – Workflows (without documents gebng lost)
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invoice date 6/17/2008
account number 2-‐1006-‐475-‐1
reference code 22177991
service code 954381
amount 29.34
due date 7/7/2008
Multipage PDF/TIFF
XML
CMIS
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The Challenges • Australia’s biggest satellite company, also providing technical services to the telecoms industry.
• 1,000 staff and 1,400 contractors – 8 branches. • MulMple document-‐driven business processes. • Looking for an ECM soluMon – for now and the future – as well as a company intranet and specifically an accounts payable invoice approval soluMon.
• Had already evaluated MicrosoX SharePoint and other proprietary products.
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The SoluMon • Zia was selected to provide an EphesoX & Alfresco soluMon for Accounts Payable.
• EphesoX does invoice capture, creaMng PDF’s and metadata tags – scanning & OCR.
• Using the CMIS standard, the data and all metadata tags are exported to an Alfresco repository.
• Once in the Alfresco system, a workflow begins by triggering an email in Outlook with the document URL to the AP Dept. The invoice is then reviewed and commented upon before final approval.
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The Results
•Automated the accounts payable invoice approval process
•Developed flexible workflows •Integrated Alfresco, EphesoX, Pronto ERP •Incorporated OCR extracMon of invoice data •Reduced invoice processing Mme •Improved employee producMvity
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Ephesoft includes: • feature rich, complete Advanced Capture Solution • easy to use and implement • browser based and cloud ready • one application for paper, email, fax documents • Web-based scanning application • document separation and classification • data extraction – fixed and unstructured • document and data release via XML, CMIS, and more • no volume counts on users or images
What is the cost? • Zero License Cost • All features are included • Only cost is an annual Support/Maintenance Subscription
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Ephesoft follows the trend started by Redhat, Apache, Android, MySQL, Alfresco, ... Ephesoft is the only open source Advanced Document Capture solution available. It is a true Enterprise Solution with full 24/7 enterprise support.
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• disaster recovery (if more than one Ephesoft server in use) • load balancing (if more than one Ephesoft server in use) • high availability (if more than one Ephesft server in use) • image enhancement • auto rotation based on text alignment • blank page deletion • professional level OCR • Browser-based scanning
Ephesoft Enterprise Edition includes:
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• 225 financial documents ‚trained‘ • 95% classification accuracy • Reduced staff by half • System implemented in weeks • 4 million pages a year and growing • ROI in less than 6 months
• Susan Hartsock, IT Supervisor, says „We‘re saving time, labor, and money. The solution is very intuitive and our staff loves it because it is fast and reliable. Ephesoft has been a sea change for us.“
• A sample of joint Alfresco and Ephesoft customers include BSA, Trax, Heifer, Gilt Groupe, City and County of Denver, Colorado, etc.)
Mountain West Financial Services Inc.
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Questions? Thank you Ian Pope [email protected] Skype: ianpopeportishead +44 7411 461804