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Newgen Overview


     •     Software Products in Business Process Management,              Investors
           Enterprise Content Management & Customer

           Communication Management

     •     800+ installations across 40 countries

     •     Solutions for Banking, Insurance, Healthcare, BPO/SSCs,        Offices
           Telecom and Government                                         USA
     •     Credited with world’s largest implementations                  UK
                                                                          UAE
     •     Innovative culture, Consistent R&D investments, 35 patents
                                                                          Malaysia
     •     Employee strength 1100+                                        India
     •      Certified for ISO 9001:2008, ISO 27001:2005 and CMMI Level3


         9/26/2012
Company Confidential. Copyright 2011                 1
Newgen Overview - Industry Recognition


                                2010 ECM & 2010 BPM MQ Reports                Very Large Installations

                                Emerging India Award for IT, ITeS and ICE        Fastest Growing

                                Market Leader in DM & WF                          Market Leader

                                Innovator in ECM                                    Innovator

                                Significant player in Banking                    Significant Player


                                2009 Red Herring 100 Global Winner                Global Winner


                                2011, Layna Fischer Award for Adaptive Case        Gold Award
                                Management Solution


Company Confidential. Copyright 2011                                2
Our Global Customer Relationships




          Banking &
          Finance




          Insurance


         BPO &
         Shared
         Services


          Telecom

          Others

Company Confidential. Copyright 2011   3
Spectrum Of Enterprise Content

            Transactional Content      Collaborative Content          Persuasive Content




           Types of Content            Types of Content              Types of Content
           • Scanned images/Forms      • Office documents            • Web content/Rich Media
           • Computer reports          • Web content                 • Product catalogs
           • Fax                       • Corporate records           •Collaterals
           • Document correspondence   • Messages                    • Blogs/wikis

           Examples                    Examples                      Examples
           • Invoices                  • Sales proposals             • Statements
           • Loans                     • Technical documentation     • Business Correspondence
           • Claims                    • Business plans              • Websites
           • Account Opening Forms     • Legal Contracts             • Multichannel marketing
                                                                     • Corporate communications


                                                       4
                                                             Source: Adapted from Forrester
Company Confidential. Copyright 2011
ECM: Bridging the Content, Process &
 Compliance Divide



                                       Collaborative
                                         Working




                                       Process Execution




Company Confidential. Copyright 2011                       5
Accounts Payable Process
                                       ERP AP Process                                    Manual Activities


                                            Register              PO (3WM) Invoice GRN
                                                                                            Receive Invoice
                                            Invoice
                                                                                                     2WM/ Non PO

                                             Invoice                                      Manually Sign
                                           Processing                                     Invoice
        Documents
               not                                            Exceptions /
                                                           Missing Documents
                                         Invoice Posting
                                                                                                Notification to
        available to
                                                                                              vendor via mail,
          the users                                                                             telephone, fax
                                          Voucher Info
                                            Update


                                         Payment Info                                     Physical documents
                                           Update                                          for the intended
                                                                                          users for Approval

Company Confidential. Copyright 2010
Company Confidential. Copyright 2011                          6
AP Process Challenges

                                   Traceability of instruments before ‘Registration in ERP’

                                   • Right from collection point

                                   Physical Document Movement for Approvals and Payment
                                   Authorizations


                                       No audit and tracking facility for actions taken on exceptions


                                   Exception handling incase of discrepancies in invoice
                                   leading to non-entry in ERP
                                   • Ex: New Vendor; Invalid Invoices

                                   Suggestions and Verifications from experts while processing

                                   • Tax consultation with Finance

                                   No control over escalation and exception handling

                                   • Happens through excel sheets and email
Company Confidential. Copyright 2010
Company Confidential. Copyright 2011                                  7
AP Process – Post Automation




Company Confidential. Copyright 2010
Company Confidential. Copyright 2011   8
Newgen ECM Product Suite




Company Confidential. Copyright 2010
Company Confidential. Copyright 2011   9
Revolutionizing Mobile Capture

  • Mobile device for capturing content close to the point of origination to reduce
       the processing time drastically

  • Leveraging Mobile’s camera and connectivity power for

       efficient content capture

  • Mobile Application
        • Intuitive GUI to capture multiple images & metadata
        • Advanced imaging for better compression
        • Seamless integration with server application
  • Server Application (Patented mDQA):
        • Enhances Images quality (Brightness / Contrast, Noise,
            Perspective correction etc.)
        • Analyze defects that need recapture (Blur, Out of Focus)
Company Confidential. Copyright 2011              10
One of the largest ECM Implementations
 worldwide at a Leading Insurance Firm

    •    Organization Background
            •     190+ million customer base with over 250 million customer records and 4 billion physical
                  documents
            •      Wide geographical spread to cover even the remotest locations
            •     Decentralized operations with fully empowered branch offices



                                       Head Quarter                      Central
                                                                         Offices



                                                              Zonal                   Zonal
                                       7 Zonal Offices
                                                             Office 1                Office 7



                                       100+ Divisional             Divisional                   Divisional
                                          Offices                   Office 1                    Office 100



                                                         Branch                 Branch            Branch
                                       2000+ Branches
                                                         Office1                Office 2        Office 2048


Company Confidential. Copyright 2010                                            11
One of the largest ECM Implementations
 worldwide at a Leading Insurance Firm
     •     Business Needs
              •    Anytime Anywhere Customer service
              •    Cycle time reduction for processing
              •    Cost reduction
              •    Documents to be accessible from Core Application
              •    Disaster recovery

                               •       Solution Implemented
                                        • Enterprise wide ECM System deployed in a semi centralized
                                           architecture
                                        • Capture and Upload with a proper Governance framework
                                        • Independent repositories at Branch Offices with consolidation
                                           happening at Divisional Office and automatic data synchronization
                                        • Federated search
                                        • Integration with Core Insurance Application
                                        • RMS at Division Offices for managing Warehouses
                                                                 12
Company Confidential. Copyright 2010
One of the largest ECM Implementations
  worldwide at a Leading Insurance Firm

         • Benefits                                      • Key Highlights
         •     Customer service from any location        •     Archival of 4 Billion Pages
         •     Anytime anywhere access of                •     Federated search among 2048
               customer records                                repositories
         •     Reduced Turn Around Time                  •     25000+ users
         •     Huge Savings due to office space          •     Built using open source platform
               optimization
         •     100% Compliant against regulatory
               norms                                               RHEL 4.0

         •     Active DR Site
                                                         •     Winner of Red Hat Award




             “Newgen’s implementation lead to reduction in storage cost of our business dramatically
             which financed the total cost of deploying the enterprise wide solution with us.”
Company Confidential. Copyright 2010                      13
Why Newgen?




         Partner who delivers          Partner who understands   Partner who helps to
         you business results               your business         grow your business




Company Confidential. Copyright 2010
Company Confidential. Copyright 2011                 14
Thank You




Company Confidential. Copyright 2011   15
Our Global Customer Relationships




          Banking &
          Finance




          Insurance


          BPO &
          Shared
          Services


          Telecom

          Others

Company Confidential. Copyright 2011
Company Confidential. Copyright 2011   16

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ECM: Bridging Content Process and Compliance Divide

  • 1. Newgen Overview • Software Products in Business Process Management, Investors Enterprise Content Management & Customer Communication Management • 800+ installations across 40 countries • Solutions for Banking, Insurance, Healthcare, BPO/SSCs, Offices Telecom and Government USA • Credited with world’s largest implementations UK UAE • Innovative culture, Consistent R&D investments, 35 patents Malaysia • Employee strength 1100+ India • Certified for ISO 9001:2008, ISO 27001:2005 and CMMI Level3 9/26/2012 Company Confidential. Copyright 2011 1
  • 2. Newgen Overview - Industry Recognition 2010 ECM & 2010 BPM MQ Reports Very Large Installations Emerging India Award for IT, ITeS and ICE Fastest Growing Market Leader in DM & WF Market Leader Innovator in ECM Innovator Significant player in Banking Significant Player 2009 Red Herring 100 Global Winner Global Winner 2011, Layna Fischer Award for Adaptive Case Gold Award Management Solution Company Confidential. Copyright 2011 2
  • 3. Our Global Customer Relationships Banking & Finance Insurance BPO & Shared Services Telecom Others Company Confidential. Copyright 2011 3
  • 4. Spectrum Of Enterprise Content Transactional Content Collaborative Content Persuasive Content Types of Content Types of Content Types of Content • Scanned images/Forms • Office documents • Web content/Rich Media • Computer reports • Web content • Product catalogs • Fax • Corporate records •Collaterals • Document correspondence • Messages • Blogs/wikis Examples Examples Examples • Invoices • Sales proposals • Statements • Loans • Technical documentation • Business Correspondence • Claims • Business plans • Websites • Account Opening Forms • Legal Contracts • Multichannel marketing • Corporate communications 4 Source: Adapted from Forrester Company Confidential. Copyright 2011
  • 5. ECM: Bridging the Content, Process & Compliance Divide Collaborative Working Process Execution Company Confidential. Copyright 2011 5
  • 6. Accounts Payable Process ERP AP Process Manual Activities Register PO (3WM) Invoice GRN Receive Invoice Invoice 2WM/ Non PO Invoice Manually Sign Processing Invoice Documents not Exceptions / Missing Documents Invoice Posting Notification to available to vendor via mail, the users telephone, fax Voucher Info Update Payment Info Physical documents Update for the intended users for Approval Company Confidential. Copyright 2010 Company Confidential. Copyright 2011 6
  • 7. AP Process Challenges Traceability of instruments before ‘Registration in ERP’ • Right from collection point Physical Document Movement for Approvals and Payment Authorizations No audit and tracking facility for actions taken on exceptions Exception handling incase of discrepancies in invoice leading to non-entry in ERP • Ex: New Vendor; Invalid Invoices Suggestions and Verifications from experts while processing • Tax consultation with Finance No control over escalation and exception handling • Happens through excel sheets and email Company Confidential. Copyright 2010 Company Confidential. Copyright 2011 7
  • 8. AP Process – Post Automation Company Confidential. Copyright 2010 Company Confidential. Copyright 2011 8
  • 9. Newgen ECM Product Suite Company Confidential. Copyright 2010 Company Confidential. Copyright 2011 9
  • 10. Revolutionizing Mobile Capture • Mobile device for capturing content close to the point of origination to reduce the processing time drastically • Leveraging Mobile’s camera and connectivity power for efficient content capture • Mobile Application • Intuitive GUI to capture multiple images & metadata • Advanced imaging for better compression • Seamless integration with server application • Server Application (Patented mDQA): • Enhances Images quality (Brightness / Contrast, Noise, Perspective correction etc.) • Analyze defects that need recapture (Blur, Out of Focus) Company Confidential. Copyright 2011 10
  • 11. One of the largest ECM Implementations worldwide at a Leading Insurance Firm • Organization Background • 190+ million customer base with over 250 million customer records and 4 billion physical documents • Wide geographical spread to cover even the remotest locations • Decentralized operations with fully empowered branch offices Head Quarter Central Offices Zonal Zonal 7 Zonal Offices Office 1 Office 7 100+ Divisional Divisional Divisional Offices Office 1 Office 100 Branch Branch Branch 2000+ Branches Office1 Office 2 Office 2048 Company Confidential. Copyright 2010 11
  • 12. One of the largest ECM Implementations worldwide at a Leading Insurance Firm • Business Needs • Anytime Anywhere Customer service • Cycle time reduction for processing • Cost reduction • Documents to be accessible from Core Application • Disaster recovery • Solution Implemented • Enterprise wide ECM System deployed in a semi centralized architecture • Capture and Upload with a proper Governance framework • Independent repositories at Branch Offices with consolidation happening at Divisional Office and automatic data synchronization • Federated search • Integration with Core Insurance Application • RMS at Division Offices for managing Warehouses 12 Company Confidential. Copyright 2010
  • 13. One of the largest ECM Implementations worldwide at a Leading Insurance Firm • Benefits • Key Highlights • Customer service from any location • Archival of 4 Billion Pages • Anytime anywhere access of • Federated search among 2048 customer records repositories • Reduced Turn Around Time • 25000+ users • Huge Savings due to office space • Built using open source platform optimization • 100% Compliant against regulatory norms RHEL 4.0 • Active DR Site • Winner of Red Hat Award “Newgen’s implementation lead to reduction in storage cost of our business dramatically which financed the total cost of deploying the enterprise wide solution with us.” Company Confidential. Copyright 2010 13
  • 14. Why Newgen? Partner who delivers Partner who understands Partner who helps to you business results your business grow your business Company Confidential. Copyright 2010 Company Confidential. Copyright 2011 14
  • 15. Thank You Company Confidential. Copyright 2011 15
  • 16. Our Global Customer Relationships Banking & Finance Insurance BPO & Shared Services Telecom Others Company Confidential. Copyright 2011 Company Confidential. Copyright 2011 16

Notas del editor

  1. More than 100 banks and Insurers across the globe use our solution which include world’s top <> banks7 of the top 10 BPOs use our solution
  2. Lets look at the spectrum of content in an organization. Broadly they can be classified into three categories: Transactional content, Collaborative Content and Persuasive ContentTransactional content are the one’s that generally originate outside the organization either through customers or partners and it triggers the start of processing. Content volumes are high and processes are long running. Typical examples are Invoices, Claims, Application formsCollaborative content are generated inside the organization by teams, departments, individuals within the organization. Typical examples are Proposals, business plans, contracts etc.Persuasive content is outward facing and it influences external audience like customers, prospects, partners. Typical examples are statements, corporate communication, website etc
  3. Lets look at how the tools and technologies of ECM helps in bridging the Content, Process and compliance divide.Content Capture helps in capturing and organizing the content that can be in form of physical documents, emails, data from portals etc. The organized content is stored in Document management system for its anytime anywhere availability. People working on different business processes can access these content from anywhere making the collaborative working and decision making fast and efficient. Right content for the right user makes them more productive and enhances their decision making capabilities. Dashboards provide real time visibility of the processes for effective reporting and monitoring. Customer communication tools helps in easy design and delivery of persuasive content to different delivery channels which can be in the form of print documents, mails or Mobile content.Record Management helps in defining policies to meet the regulatory compliance norms. Depending on the content typepolicies for retention and disposition can be defined for long term archival
  4. Reduced TAT on two accounts – exceptions that were handled at higher locations and data accessible from the core system
  5. More than 100 banks and Insurers across the globe use our solution which include world’s top <> banks7 of the top 10 BPOs use our solution