opentext fax to edi - opentext business network … · opentext fax to edi pam bernardino, vp of...

OpenText Fax to EDI Pam Bernardino, VP of Product Management, OpenText

Greg Horton, Director Product Marketing, OpenText

OpenText ©2014 All Rights Reserved. 2

Agenda

1 Supporting SMB Trading Partners

2 OpenText Fax to EDI Introduction

3 How it Works

4 Benefits to Your Organization

5 Case Studies

6 OpenText Fax Solutions

7 Q&A + Next Steps


The Challenge of Supporting

SMB Trading Partners

Small Businesses Lack:

• Budget

• Resources

• Experience


Expanding SMB Enablement Capabilities

Fax Secure

Email

Web

Forms

Integration

Broker

Enterprise

Resource

Planning

Small Mid-Size Large

Desktop

Translator

SOHO Very Small Small National Global

Size of Supplier

Medium

Complexity of B2B Needs

Paper

Capture

OpenText Fax Solutions and Secure Messaging


Business Challenges

Working with small suppliers and customers who lack the budget, resources and expertise to exchange EDI, XML or other standardized messages

These smaller non-EDI compliant trading partners send in purchase orders and invoices via fax or email

Manual fax and paper handling and re-keying data creates inadvertent but costly data errors

Receiving orders or invoices via fax or email in multiple languages


Fax to EDI Service Overview

The service receives faxes,

extracts data from fax images

into electronic data formats for

input into business

applications.

Formatted data is

automatically delivered to

business systems within 1-2

hours with guaranteed

99.5%+ field level accuracy


How it works

Cloud Fax IDR, OCR, ICR Business Rules

Processing Quality Checks

Exception

Handling via Web

Portal

Delivery of Fax

Image and Data

File


Image Pre-processing Automated Image Cleanup and Enhancement

Intelligent page

orientation, de-

skew and crop

Automatic

line removal

Dynamic image

cleanup and

enhancement


Forms ID/Review Process Human Review of Document ID and Classification

Thumbnail review of all pages to ensure proper classification, linking, orientation, quality, etc.

Inventory reconciliation to ensure all pages/documents processed


OCR Editing, Verification,

Validation

Field-by-field human

evaluation and editing

of OCR results

Database lookup and

matching. Business

rule validation and

processing


Key Features and Functionality

Captures the data stored in faxes and emails

Interprets information using advanced OCR, ICR, IDR, adaptive reading, and other technologies

Turns documents into machine-readable data

Implements your business rules

Human validation

Delivers data to business systems or Trading Grid Messaging Service within 30-120 minutes with guaranteed 99.5% field level accuracy.

Supports the multiple languages

Original document is indexed and provided for archiving


Benefits of Small Partner

Enablement

Administrative cost reductions of 30-60%

Significant reduction in error-related losses – manual keying generates 10% errors on average. Improved data accuracy should reduce losses due to incorrect information

Management and control of peak processing – elimination of staffing challenges and order/invoice data accuracy during peak order cycles

Improved customer service – customer service can spend 50% of their time entering data – have them focus on higher value contributions

Improved visibility – manual processes are difficult to track. By automating the exchange of documents, companies are better able to track the status of an order, for instance.


Medical Equipment Focus customer service on building relationships


Consumer Packaged Goods Eliminate most manual processing


Medical Supplies Managing short fulfillment times


#1 Enterprise Cloud Fax service*

30% of large enterprise segment

(over 500 seats)

40% of enterprise production fax market

Fax Service Markets: 2013-2018 (Davidson Consulting)


OpenText, which is a leader in enterprise

information management (EIM), now has the

leading fax server business, the leading FoIP

server business, and the leading Enterprise Fax

service business.

Computer-Based Fax Markets: 2013-2018

(Davidson Consulting)

Thank You www.gxs.com

800-334-2255

opentext fax to edi - opentext business network … · opentext fax to edi pam bernardino, vp of...

Documents