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Ephesoft + Linux 
Smart Capture™ is now even Smarter 
Phil Robinson 
SVP, Business Development 
phil@ziaconsulting.com 
Pat Myers 
EVP, Capture Practice 
pat@ziaconsulting.com
Questions for Today 
• Why Intelligent Capture? 
• Why Intelligent Capture + Linux? 
• What’s Different About Ephesoft? 
• Who Can Benefit from This? 
• Can I See It? 
• Why is Zia Delivering This Webinar?
Context: Content Chaos 
90% of the 
World’s Data Has 
Been Generated 
Over the Last Two 
Years* 
*Science Daily 
May 2013
How’s it Getting In? 
• Paper 
• Fax 
• Email 
• Website/Portal 
• Social Media 
• Mobile
Why Intelligent Capture? 
Today’s Market Challenges 
Cost of Document Processing 
Cost of Records Management 
People & Paper Costs 
Employee Applications, Insurance Claims, 
Accounts Payable, Legal Records
Why Intelligent Capture? 
“Self-Funded” Projects 
• ROI < 9 months 
• 50%+ increase in Productivity 
• Accelerated Time to Revenue 
• Improved Customer Retention
Why Intelligent Capture on Linux
Why Intelligent Capture on Linux
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
Who is Ephesoft? 
• Today’s Alternative to Costly/Complex IDC 
• ~100 years document capture experience 
• Open Platform simplifies Hardware/Software 
Integration 
• Cloud or On-Premises
What is so different? 
& 
Why is that better? 
Business Value 
• Subscription or Purchase pricing 
• Eliminate click charges 
• Lower overall solution price 
IT Approved 
• Thin client architecture 
• Use of open standards 
• Simple to Install, Train System, Train Users 
• Match / exceed capabilities of legacy systems
And now introducing… 
“In Process Capture” (IPC) 
• Classify & Extract within Workflow (“in process”) 
• via Ephesoft Web Services API’s 
• Zia’s unique IPC Solution: 
• Alfresco ECM Repository 
• Automated Capture (Ephesoft-Inside) 
• Delivery to ERP, HCM, CRM
Where to Deploy? 
People + Paper 
Zia’s Document Processing Solutions 
• Financial Services 
• Public Sector 
• Zia’s Secure Back Office 
• Corporate Finance (Accounts Payable, Contracts) 
• Human Resources 
• Corporate Legal
Document-Centric 
Industries & Departments
Capture + Integration 
• 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
Leading Mortgage Insurer 
“Changing the Rules of the Game” 
• Technology as Competitive Advantage 
• Automated Workflow – Routing, Approvals, Exceptions 
• Seamless Integration of Capture / ECM / Workflow 
The Solution 
• Alfresco “Content Hub” 
• Ephesoft for Classification & Extraction 
• Zia OneView for Analytics – Integrated with BI/Reporting
Secure Back Office: 
Corporate Finance 
Accounts Payable 
• ~1500 Contractors (vs. 1000 employees) 
• 8 Branches 
• Invoice Processing 
Current (Manual) Process = Costly, Slow, Error Prone 
The Solution – Automated Email-based Workflow 
• Ephesoft - Mailroom Automation 
• Alfresco – Document Repository + Records 
Management (Retention/Disposal) 
• Integration – Pronto ERP
Where to Deploy? 
People + Paper 
Records Management 
• Back File Conversion 
• Ongoing RM 
• Automation of: 
• Classification of Document Types 
• Extraction of Critical Data 
• Application of Retention Schedule
Demo
Why Zia? 
Reduce Your Project Risk 
• ROI Focused 
• Ephesoft Experience 
• Solution Accelerators 
• Delivery Methodology 
PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013
So… 
How do you get there?
Introducing ICE 
Initial 
Consulting 
Engagements (ICE) 
Fixed Price 
Fixed Duration 
Based on methodology from dozens of 
successful Ephesoft Projects!
What is ICE? 
Three Levels 
• Departmental 
• Corporate 
• Enterprise 
Three Phases 
• Discovery Process & Assessment 
• Technical Assessment 
• Roadmap & Project Management Plan
What Next? PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013 
• Talk to Us / Talk to Our Customers 
• Ephesoft Enterprise / Cloud Trial 
Learn More - http://www.ziaconsulting.com/home/resources/ 
• Webinars & Videos 
• Data Sheets & Brochures 
• Case Studies
Let’s Meet! 
• MBA – Oct 19th-22nd 
• ARMA – Oct 26th-28th 
• AIIM Roadshows: Information Chaos 
• Wednesday, October 1st - Anaheim, CA 
• Tuesday, October 7, 2014 - Washington, DC 
• Thursday, October 9, 2014– New York, NY 
• Tuesday, October 21, 2014 – Chicago, IL 
• Thursday, October 23, 2014 – Minneapolis, MN

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Ephesoft & Linux Webinar: Smart Capture™ is Now Even Smarter!

  • 1. Ephesoft + Linux Smart Capture™ is now even Smarter Phil Robinson SVP, Business Development phil@ziaconsulting.com Pat Myers EVP, Capture Practice pat@ziaconsulting.com
  • 2. Questions for Today • Why Intelligent Capture? • Why Intelligent Capture + Linux? • What’s Different About Ephesoft? • Who Can Benefit from This? • Can I See It? • Why is Zia Delivering This Webinar?
  • 3. Context: Content Chaos 90% of the World’s Data Has Been Generated Over the Last Two Years* *Science Daily May 2013
  • 4. How’s it Getting In? • Paper • Fax • Email • Website/Portal • Social Media • Mobile
  • 5. Why Intelligent Capture? Today’s Market Challenges Cost of Document Processing Cost of Records Management People & Paper Costs Employee Applications, Insurance Claims, Accounts Payable, Legal Records
  • 6. Why Intelligent Capture? “Self-Funded” Projects • ROI < 9 months • 50%+ increase in Productivity • Accelerated Time to Revenue • Improved Customer Retention
  • 9. 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
  • 10. Who is Ephesoft? • Today’s Alternative to Costly/Complex IDC • ~100 years document capture experience • Open Platform simplifies Hardware/Software Integration • Cloud or On-Premises
  • 11. What is so different? & Why is that better? Business Value • Subscription or Purchase pricing • Eliminate click charges • Lower overall solution price IT Approved • Thin client architecture • Use of open standards • Simple to Install, Train System, Train Users • Match / exceed capabilities of legacy systems
  • 12. And now introducing… “In Process Capture” (IPC) • Classify & Extract within Workflow (“in process”) • via Ephesoft Web Services API’s • Zia’s unique IPC Solution: • Alfresco ECM Repository • Automated Capture (Ephesoft-Inside) • Delivery to ERP, HCM, CRM
  • 13. Where to Deploy? People + Paper Zia’s Document Processing Solutions • Financial Services • Public Sector • Zia’s Secure Back Office • Corporate Finance (Accounts Payable, Contracts) • Human Resources • Corporate Legal
  • 15. Capture + Integration • 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
  • 16. Leading Mortgage Insurer “Changing the Rules of the Game” • Technology as Competitive Advantage • Automated Workflow – Routing, Approvals, Exceptions • Seamless Integration of Capture / ECM / Workflow The Solution • Alfresco “Content Hub” • Ephesoft for Classification & Extraction • Zia OneView for Analytics – Integrated with BI/Reporting
  • 17. Secure Back Office: Corporate Finance Accounts Payable • ~1500 Contractors (vs. 1000 employees) • 8 Branches • Invoice Processing Current (Manual) Process = Costly, Slow, Error Prone The Solution – Automated Email-based Workflow • Ephesoft - Mailroom Automation • Alfresco – Document Repository + Records Management (Retention/Disposal) • Integration – Pronto ERP
  • 18. Where to Deploy? People + Paper Records Management • Back File Conversion • Ongoing RM • Automation of: • Classification of Document Types • Extraction of Critical Data • Application of Retention Schedule
  • 19. Demo
  • 20. Why Zia? Reduce Your Project Risk • ROI Focused • Ephesoft Experience • Solution Accelerators • Delivery Methodology PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013
  • 21. So… How do you get there?
  • 22. Introducing ICE Initial Consulting Engagements (ICE) Fixed Price Fixed Duration Based on methodology from dozens of successful Ephesoft Projects!
  • 23. What is ICE? Three Levels • Departmental • Corporate • Enterprise Three Phases • Discovery Process & Assessment • Technical Assessment • Roadmap & Project Management Plan
  • 24. What Next? PARTNER PARTNER OF THE YEAR 2012 OF THE YEAR 2013 • Talk to Us / Talk to Our Customers • Ephesoft Enterprise / Cloud Trial Learn More - http://www.ziaconsulting.com/home/resources/ • Webinars & Videos • Data Sheets & Brochures • Case Studies
  • 25. Let’s Meet! • MBA – Oct 19th-22nd • ARMA – Oct 26th-28th • AIIM Roadshows: Information Chaos • Wednesday, October 1st - Anaheim, CA • Tuesday, October 7, 2014 - Washington, DC • Thursday, October 9, 2014– New York, NY • Tuesday, October 21, 2014 – Chicago, IL • Thursday, October 23, 2014 – Minneapolis, MN

Editor's Notes

  • #3: Secure Back Office Employment Applications & Onboarding M&A Documents Patent Filings Lawsuits Invoices Purchase Orders Tax Documents Financial Services – Loan Processing, Insurance Applications, Claims, 401k/IRA/Investment documents
  • #4: http://www.sciencedaily.com/releases/2013/05/130522085217.htm
  • #8: Secure Back Office Employment Applications & Onboarding M&A Documents Patent Filings Lawsuits Invoices Purchase Orders Tax Documents Financial Services – Loan Processing, Insurance Applications, Claims, 401k/IRA/Investment documents
  • #9: Secure Back Office Employment Applications & Onboarding M&A Documents Patent Filings Lawsuits Invoices Purchase Orders Tax Documents Financial Services – Loan Processing, Insurance Applications, Claims, 401k/IRA/Investment documents
  • #10: Simple overview of the process. Ephesoft looks at documents from several sources, adds value to these documents and then passes the documents and information on to other systems that can use that information. Ephesoft is not a repository or document or data retrieval system, but is a “value add” document pre processing application.
  • #16: Chattanooga Use Case – Employee New Hire Form, WithholidngTax (w-4) & Employment Eligibility (i9) – into Alfresco, classify & extract with Ephesoft, push data to Oracle HCM for new employee set-up
  • #17: Current (Manual) Processes are Costly As much as 4x the cost per invoice Paper costs People costs Missed discounts Missed early payments Supplier dissatisfaction
  • #18: Current (Manual) Processes are Costly As much as 4x the cost per invoice Paper costs People costs Missed discounts Missed early payments Supplier dissatisfaction
  • #19: Secure Back Office Employment Applications & Onboarding M&A Documents Patent Filings Lawsuits Invoices Purchase Orders Tax Documents Financial Services – Loan Processing, Insurance Applications, Claims, 401k/IRA/Investment documents
  • #20: Current (Manual) Processes are Costly As much as 4x the cost per invoice Paper costs People costs Missed discounts Missed early payments Supplier dissatisfaction