2. DocuSource wishes to thank you
for your continued support…
INDUSTRY RECOGNITION
Inc. Magazine's 500 Fastest Growing Private Companies in the U.S.
Ernst and Young's Entrepreneur of the Year-Finalist
Los Angeles Business Journal's Fastest Growing Private Companies
Top West Coast OnBase Solution Provider, 3 years running
Office Dealer Magazine quot;Elite Dealer Award“
Offices in Irvine, Santa Fe Springs, West LA, Valley & Corona
Workshop
5. 40% of a worker’s time is spent
searching for documents.
6. PayStream Advisors: Cost Of Storing An Invoice / Sale
Order or Logistics Document = $1.00 each or more
Storage & Retrieval Costs For Paper Invoices
Time Taken To File An Invoice (minutes) 5
Filing Person's Wage Rate/Hour $16.80
Cost Of Filing / Invoice $1.40
Imaging & Document Management Costs 1.5
Time Taken To File An Invoice (minutes) 1.5
Filing Person's Wage Rate/Hour $16.80
Cost Of Filing / Invoice $0.42
6
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7. 70% Cost Savings/Year
Storage & Retrieval Costs For Paper Invoices
Company Size Number Of Invoices/Yr Cost/Yr
Small 10,000 $140,000
Medium 50,000 $700,000
Large 200,000 $2,800,000
Imaging & Document Management Costs
Company Size Number Of Invoices/Yr Cost/Yr
Small 100,000 $42,000
Medium 500,000 $210,000
Large 2,000,000 $840,000
7
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8. Showing ROI doesn’t hack it in 09…
We will show you how clients have improved their cash flow…by moving their
paper based anchors to image based assets
Case Study #1: Electrical Supplier
How field workers were able to approve documents remotely
Case Study #2: Vocational School
How an AP department processed 25,000 item with a 50% reduction in staff
Case Study #3: Music Company
How a Record Company emptied 50 storage boxes in a week
Case Study #4: Manufacturing Company
How a fuels company accelerated their receivables
Case Study #5: Distributor
How a distributor reduced their average AR by 5 days
Case Study #6: Security Company
Reduced the labor in hiring by going to paperless hire process.
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9. 1
Case Study #1: Electrical Supplier
How field workers were able to review
documents remotely and effect project
status in real time…
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10. 2
Case Study #2: Vocational School
How an AP department processed
5,000 items with a 50% reduction in
staff
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11. 3
Case Study #3: Music Company
How a Record Company emptied their
storage boxes in a week, and now have a
status view of work in progress…
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12. 4
Case Study #4: Manufacturing Company
accelerated their receivables
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13. 5
Case Study #5: Distributor
How a distributor reduced their average AR by 5 days
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15. 6
Case Study #6: Credit Compliance Company
Reduced the labor in hiring by going to paperless hire process.
Approvals 6% Filing 17%
Searching 17%
Keying 60%
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16. Capture & OperatingProcess Automation
The Business System of Capture
Accelerating Business Processes
Patient ID Date of Birth
Invoice Number
Borrower’s Name
Date
Claim Number
Scan Recognize Validate Release
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17. Client leveraged their MFP fleet
as the collection points for docs
Document Input Destinations
ECM
MFP
SCANNER LOB
EMAIL WORKFLOW
MFP on-ramp
DOCUMENTS
to the info highway
EMAIL
FAX
FRONT
PANEL
Move to Email and
MFP
then to workflows
Push Control
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18. Clicking the “Scan Page”After indexing, submit the
button starts the scanner
image/index info to Ascent
Select a Document Template
to retrieve index fields
Add index information in the The scanned image is
browser-based application returned in the browser
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20. Difference between a ECM and a file store…
ECM File Store
Intelligent (Active) Storage Where is it? Do we have it? Should we have it?
Provides Biz-based distribution Where is the flow?
Version / Revision Controlled Is this the right copy?
Management Reporting File listings
Business Process Automation None
Meets Compliancy None
Supports biz-based doc type File type only
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21. There are three parts when creating a system that need to be considered…
ECM
BPA
Business
Capture Repository
Process
Automation
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22. Our workshop is built around 9
second foods fictitious company
• HR - Demo dynamic foldering and exception management &
workflows
• AR / AP - Demo of Reports cross referenced to Docs; and
application enablement from host app to Docs
• Capture show how documents are automatically analyzed
classified, data extracted and pushed to queues
• IT – Document Knowledge Transfer (DKT), how HR or IT
can use reading groups to push compliance issues
• Portal Based Searches – SharePoint Integration
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23. Broadest Portfolio of Scanner Products
Kodak Capture Software
i1400 Series
i1840
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24. Kodak Scan Station 100
Digitize paper documents & send to your
choice of destinations over the network
Scan to desktop or network
Scan to email
Scan to print
Scan to USB flash
Or any combination…at the same time !
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25. KODAK Scan Station 100
Color, Grayscale or Black-
• Automatic Document and-white images
Feeder
• Special Document Feeder
Duplex, 25ppm, A4/Lett
er, Capture Color Touch-Screen,
Easy Graphical User Interface
Flash Image Preview
to Confirm Transfer
Network Connectivity
90-Degree,
Rotatable
Operator
Control Panel
Captures Both Sides of for Ergonomic
Documents in a Single Pass Operation
Document Output Tray
USB Port
(3 drives included)
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26. Our workshop is built around 9
second foods fictitious company
• HR - Demo dynamic foldering and exception management &
workflows
• AR / AP - Demo of Reports cross referenced to Docs; and
application enablement from host app to Docs
• Capture show how documents are automatically analyzed
classified, data extracted and pushed to queues
• IT – Document Knowledge Transfer (DKT), how HR or IT
can use reading groups to push compliance issues
• Portal Based Searches – SharePoint Integration
Workshop
27. Cash Cab
1. What two components make up an
ECM system?
2. What does DKT stand for?
3. Name one thing an ECM system has
over a file share?
4. How many pages of paper does an
average office worker use per year?
5. How many pages per minute can the
new Kodak Scan Station 100 scan?
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28. Integration with Microsoft Products…
Word, Excel, and PowerPoint . . . Save as…
Outlook Integration
SharePoint Portals
Web Interfaces
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29. Paper Documents Mail
& Files Enterprise
Applications Graphics,
Blueprints
Video, &
So many sources;
& Photos
Audio
Electronic Documents
so many places to
look for info
Fax
Email
XML & Meta Data
Print Output Reports Forms
29
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34. Report Services
• Optimized reports provide information on system
health and business activity
• Business users can easily run reports
• Controlled report generation
• Supports database security
• Simple deployment and upgrading are made
possible by Smart Client technology
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36. Key Features
• Over 80 pre-configured reports are available within
Report Services.
• Optimized report queries ensure minimal impact on
database performance.
• Newly created reports can be imported and are
available for quick installation and use.
• Export dynamic report data to other applications like
Microsoft Excel for further processing and evaluation.
• Report access is controlled by OnBase user groups,
just as in all other parts of OnBase.
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37. EDM Services
• Manage and control documents
• Maintain security of draft and final
documents
• Provide offline document access
• Promote data integrity
• Increase efficiency
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40. EDM Terminology
• Rendition – Copies of a document
generated in a different file format than
the original document.
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41. EDM Terminology
• Rendition – Copies of a document
generated in a different file format than
the original document.
• Revision – Revised copies of an original
document where the same file format is
maintained.
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42.
43. EDM Terminology
• Rendition – Copies of a document
generated in a different file format than
the original document.
• Revision – Revised copies of an original
document where the same file format is
maintained.
• Version – Comprises a series of revisions
to one document.
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49. Benefits
• Manage and control documents
– Centralized document storage
• Maintain security of revisions and versions
– Makes changes without losing history
– Never overwrite existing documents
• Promote data integrity
– Establish audit controls for document history
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56. Benefits
• Manage and control documents
– Direct access to OnBase
• Increase efficiency
– Work in familiar Office applications
– No additional training required
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73. Benefits
• Manage and control documents
– Apply permanent comments to any image
document
• Promote data integrity
– Provides auditable history of document
revisions
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78. Benefits
• Manage and control documents
– Standardizes documents for consistency,
accuracy and branding
• Increase efficiency
– Reduces document formatting and setup
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79. Revisions and Versions
Office Add-In
Keyword Property Mapping
Multiple Drag and Drop Import
EDM Briefcase
Image Markups
Very Valuable Document Templates
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80. DMV Solution
• Disconnected Scanning
• Converted all paper documents to
electronic
• Immediate document retrieval
• Maintain document security around
document viewing and printing
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81. Admissions Letter Solution
• Document Composition for Microsoft
Word
• Dynamically generate letters
– Pulls data from data sources, user input and
OnBase
• Manage letter revisions and versions
• Save and publish versions of document
templates
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82. Policy Approval Solution
• Workflow & Document Knowledge
Transfer
• Route policy document to appropriate
parties for review and approval
• Use Workflow action to stamp document
version
• Distribute document to organization for
review and acknowledgement
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83. Contract Solution
• Collaboration and WorkView
• Create workspace to negotiate contract
terms
– Sales, Legal and Customer Service
• Manage document revisions and versions
• Attach final contract to sales order or
customer record
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84. Requirements
• Requires a valid client license
• Available in both OnBase Client and Web
Client
• 3rd party requirements
– If saving/retrieving with Microsoft Office
applications, licenses for those software
applications are required
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85. EDM Benefits
• Manage and control documents
• Maintain security of draft and final
documents
• Provide offline document access
• Promote data integrity
• Increase efficiency
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