Document Processing Solutions with Alfresco

Mike Mahon

CEO, Zia Consulting

Rapid Return-on-Investment (ROI)

COST OF DOCUMENT PROCESSING COST OF INFORMATION GOVERNANCE

What Keeps You Up at Night?

Paper & People Costs

• Front Office / Back Office

• Manual Process (5+ people)

• “Paper Problem”

• Integration Dependent

• Compliance

WHERE DOES THIS APPLY?

• Mortgage Applications

• Claims Processing

• Employee

Onboarding/Offboarding

• Benefits Applications

• Government Forms/Permits

• and more…

DELIVERING PROVEN FINANCIAL RESULTS

Who Is Zia?

PARTNERSHIPS

Let’s Get it Started

HotDocs Document Generation

Cost SavingsTime to RevenueANDCompliance

“HotDocs eliminates much of the human error inherent in complex document production and ensures that documents comply with existing laws and policies.”

Document

Generation

HotDocs Process App

Interview

Finished

Document

Let’s Get it Started

HotDocs + Legal

HotDocs + Financial Services

• 4 of the Top 5 banks

• 8 of the top 15 insurance companies

Hot Docs + Government

Franchise Agreements, Vendor Contracts, and more!

Global bank with 10,000 HotDocs users

Before HotDocs: 3 days

After HotDocs: Under an hour

Reduced fraud and mitigated loss

RBS (Royal Bank of Scotland)

Building Your Document Processing Solution

Smart Content Hub

Intelligent “In-Process Capture”

Your Business Tools

Advanced Workflow

Enterprise Integration (ERP, HCM, LOS, etc…)

What is IDC?

• Input: scanned documents, email attachments, faxes, uploaded

documents

• Classify: identify document types in the file WITHOUT bar

codes/separator pages

• Extract: data from structured/unstructured documents

• Deliver: to ERP, ECM, CRM

DATE:

02/15/2013

CUSTOMER NUMBER:

2954875

“Best of Both Worlds”

Mailroom Automation with Advanced OCR

AND

Intelligent “In-Process Capture”

via Ephesoft Web Services

Embed within ECM (or Portal or ERP….)

Central hub for ingestion of documents

Advanced Workflow

Automation of Routing, Requests, Approvals

Exception Management

Document Transformation – Office to PDF, etc…

Introducing Activiti BPM

DEMO

• Retain Ability to Work in Your Tool

• ECM

• ERP

• CRM – Salesforce +

• LOS / IMS / HCM

• Point-to-Point

• Enterprise Service Bus – Mulesoft, Oracle ESB, and more…

• www.AnyIntegrate.com

Automating Enterprise Integration

Automating Records Management

• Company Forms & Documents

• User Generated/Supplied Documents

Automated Application of Retention &

Disposition Schedules

EASYRM

•Intelligent File Plans

•In Place Records Management

•Automated Declaration of Records

EVERYONE’S A RECORDS MANAGER

Actionable Analytics - Zia OneView

Collection of Data from Inception to

Close

Managed by Zia OneView

Integrated with your BI/Reporting Tool

Document Processing Solutions with Alfresco

Questions?

Rapid Return-on-Investment (ROI)