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Gaining a Rapid Return on Investment
With Print Management and Document Imaging Solutions

                 Presented by Chris Cardillo
             Director of Technology and Marketing
              Kozyak Tropin & Throckmorton, PA
Presentation Overview

• Industry Trends
• Project Implementation at Kozyak
  Tropin & Throckmorton, PA (KT&T)
• Results
• Next Steps
• Q&A
Kozyak, Tropin & Throckmorton
• 20+ attorney firm with national
  recognition
   - Commercial Litigation
   - Top Tier Bankruptcy Firm
   - Top Ranked Trial Lawyers
   - Trademark/Intellectual Property
• Large multi-district contingency fee   Partial client list:
  cases                                  -Marriott International
   - Large bankruptcy cases; e.g.        -Dole Foods
     dealing with Fraud/Ponzi Schemes    -Fidelity Management
• Cases often last 3-10 years and have   -Seminole Indian Tribe
  heavy demands; lowering long-term      -Sony International
  costs is critical
Industry Trends
What’s New in Cost Recovery?

• Cost recovery systems must integrate
  with several firm infrastructure MFP
  systems and software platforms
• High cost, decentralized printing is a
  growing trend over low cost MFP printing
• Virtualization of entire infrastructure is on
  the rise
• Copying/faxing is on the decline but can
  be heavy at times
What’s New in Cost Recovery?

• Dramatic increase in scanning
• Increase in the amount and size
  of documents sent via email
• Color copying/scanning/printing
  is on the rise
Print/Scan Cost Recovery Trends
What’s New in Print Management?

• Changing workflows: From fax/mail to virtual faxing;
  user printing at the workstation has increased
• Color printing: Dramatic increase in color, and cost
  far exceeds black & white; needs to be tracked
• Print tracking: Network and personal printers
  increasing in popularity; tracking $ must be captured
• Litigation document conversion on the rise:
  Document conversion to CD/DVD or online reviews
What’s New in Document Imaging?

• Transition from the back office
  to the front office
  - 70% businesses using MFPs to scan
  - 56% expect this to increase
• Scanning drivers
  - Information accessibility
  - Reducing costs and time spent
• Productivity impact - #1 business
  issue
  - Paper-based and electronic process
    co-existence
Project Implementation
Project Goals
• Track and recover lost costs on prints and scans
• Reduce client costs through imaging/web hosting
  solutions
• Simplify user experience, offering a
  single place for document processing
  - Allow employees to OCR a document
    themselves, and edit or manipulate PDF’s
    for a fraction of the cost of Adobe
  - Reduce logjams at the MFP; increase MFP
    # in total and send processing to user
    desktops
The Hidden Cost of Scans
Why is cost accounting on scans necessary?

 • Virtual Storage
    - 100% or more increase year over year for storage
      needs
 • Powerful Database Engine
    - More images require more processing power of key
      databases including email systems,
 • Backup Capacity
    - More storage requires larger backup media, faster
      backups and often expensive replication solutions.
 • Staffing Requirements
    - Imaging and processing of OCR is time consuming.
    - Profiling documents, loading into databases is complex
      and requires Quality controls which can increase
      processing time requirements
Implementation

• Workflow
  -Re-established rules for
   scanning, routing and
   printing
• Training
  -Very little needed
  -Integrated products
• Equipment
  -New MFP’s
  -Equitrac Professional 5
  -eCopy ShareScan and
   eCopy Desktop
Third Party System Integrations
Document Workflow Integration
                     Follow-you Printing®
       Online
      Services                                            Document       E-mail   Time and Billing
                                                         Management
                                             Active
                                            Directory




eCopy Desktop™




                                                        Windows Server                   Fax

                                                                         Databases /
Equitrac Professional® 5                                                 Applications
 eCopy ShareScan™
Summary of Results
Improved Staff Productivity
• Fully integrated document capture & cost recovery
  solution at the MFP
                                                          “Secretaries love
• Ability to scan documents into usable
                                                          the solution… It
  Word documents                                          saves hours of
   -Profile documents at MFP vs. desktop                  typing and makes
   -Scan direct to Worksite/iManage                       filling out forms
                                                          easy.”
• Streamlined document workflows
   -Email scanned images to outside recipients from MFP
    from the user’s email account rather than a generic user
   -Easy to use software for PDF to word conversion;
    combine, split, edit PDF’s
Increased Operational Efficiencies
• Recover lost revenue from cost of digital document delivery
• Eliminate manual tracking
  of prints and scans
• Reduced IT support
  -Minimal training on new solutions
  -Integration of technology
  -Users empowered to do tasks,
   previously only IT could do
• Leverage potential of MFPs
  -Utilize full capabilities of devices
  -Allow MFP to be used while document
   processing is happening at workstation level
  -Reduced wait time at MFP
Security and Audit Trails
• Authentication at the MFP
   -E-mail audit trails
   -Active directory
    integration
• Track who scans, prints
  and copies
• Differentiates between
  B/W and Color jobs
• Ability to pull printer data
   -Queued Activity Reports
Rapid Return on Investment




• Huge cost savings
• One client: $30,000 in one month        “We realized an
      – Recovered costs on prints/scans   100% ROI within
                                             just three
      – Postage, long distance phone         months.”
        charges, faxes
What’s Next in the Roadmap?

• Use MFPs for both ad hoc and batch
  scanning via barcode cover sheets
• Scan direct to additional applications
   – Direct scan to CT Summation
• Card authentication to MFPs and applications residing
  on the device
• Set the stage for “paperless office” processing
Chris Cardillo
                 Director of MIS
Kozyak, Tropin & Throckmorton
        Phone: (305) 372-1800
         Email: cjc@kttlaw.com
Toshiba ecopy Legal Presentation

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Toshiba ecopy Legal Presentation

  • 1. Gaining a Rapid Return on Investment With Print Management and Document Imaging Solutions Presented by Chris Cardillo Director of Technology and Marketing Kozyak Tropin & Throckmorton, PA
  • 2. Presentation Overview • Industry Trends • Project Implementation at Kozyak Tropin & Throckmorton, PA (KT&T) • Results • Next Steps • Q&A
  • 3. Kozyak, Tropin & Throckmorton • 20+ attorney firm with national recognition - Commercial Litigation - Top Tier Bankruptcy Firm - Top Ranked Trial Lawyers - Trademark/Intellectual Property • Large multi-district contingency fee Partial client list: cases -Marriott International - Large bankruptcy cases; e.g. -Dole Foods dealing with Fraud/Ponzi Schemes -Fidelity Management • Cases often last 3-10 years and have -Seminole Indian Tribe heavy demands; lowering long-term -Sony International costs is critical
  • 5. What’s New in Cost Recovery? • Cost recovery systems must integrate with several firm infrastructure MFP systems and software platforms • High cost, decentralized printing is a growing trend over low cost MFP printing • Virtualization of entire infrastructure is on the rise • Copying/faxing is on the decline but can be heavy at times
  • 6. What’s New in Cost Recovery? • Dramatic increase in scanning • Increase in the amount and size of documents sent via email • Color copying/scanning/printing is on the rise
  • 8. What’s New in Print Management? • Changing workflows: From fax/mail to virtual faxing; user printing at the workstation has increased • Color printing: Dramatic increase in color, and cost far exceeds black & white; needs to be tracked • Print tracking: Network and personal printers increasing in popularity; tracking $ must be captured • Litigation document conversion on the rise: Document conversion to CD/DVD or online reviews
  • 9. What’s New in Document Imaging? • Transition from the back office to the front office - 70% businesses using MFPs to scan - 56% expect this to increase • Scanning drivers - Information accessibility - Reducing costs and time spent • Productivity impact - #1 business issue - Paper-based and electronic process co-existence
  • 11. Project Goals • Track and recover lost costs on prints and scans • Reduce client costs through imaging/web hosting solutions • Simplify user experience, offering a single place for document processing - Allow employees to OCR a document themselves, and edit or manipulate PDF’s for a fraction of the cost of Adobe - Reduce logjams at the MFP; increase MFP # in total and send processing to user desktops
  • 12. The Hidden Cost of Scans Why is cost accounting on scans necessary? • Virtual Storage - 100% or more increase year over year for storage needs • Powerful Database Engine - More images require more processing power of key databases including email systems, • Backup Capacity - More storage requires larger backup media, faster backups and often expensive replication solutions. • Staffing Requirements - Imaging and processing of OCR is time consuming. - Profiling documents, loading into databases is complex and requires Quality controls which can increase processing time requirements
  • 13. Implementation • Workflow -Re-established rules for scanning, routing and printing • Training -Very little needed -Integrated products • Equipment -New MFP’s -Equitrac Professional 5 -eCopy ShareScan and eCopy Desktop
  • 14. Third Party System Integrations
  • 15. Document Workflow Integration Follow-you Printing® Online Services Document E-mail Time and Billing Management Active Directory eCopy Desktop™ Windows Server Fax Databases / Equitrac Professional® 5 Applications eCopy ShareScan™
  • 17. Improved Staff Productivity • Fully integrated document capture & cost recovery solution at the MFP “Secretaries love • Ability to scan documents into usable the solution… It Word documents saves hours of -Profile documents at MFP vs. desktop typing and makes -Scan direct to Worksite/iManage filling out forms easy.” • Streamlined document workflows -Email scanned images to outside recipients from MFP from the user’s email account rather than a generic user -Easy to use software for PDF to word conversion; combine, split, edit PDF’s
  • 18. Increased Operational Efficiencies • Recover lost revenue from cost of digital document delivery • Eliminate manual tracking of prints and scans • Reduced IT support -Minimal training on new solutions -Integration of technology -Users empowered to do tasks, previously only IT could do • Leverage potential of MFPs -Utilize full capabilities of devices -Allow MFP to be used while document processing is happening at workstation level -Reduced wait time at MFP
  • 19. Security and Audit Trails • Authentication at the MFP -E-mail audit trails -Active directory integration • Track who scans, prints and copies • Differentiates between B/W and Color jobs • Ability to pull printer data -Queued Activity Reports
  • 20. Rapid Return on Investment • Huge cost savings • One client: $30,000 in one month “We realized an – Recovered costs on prints/scans 100% ROI within just three – Postage, long distance phone months.” charges, faxes
  • 21. What’s Next in the Roadmap? • Use MFPs for both ad hoc and batch scanning via barcode cover sheets • Scan direct to additional applications – Direct scan to CT Summation • Card authentication to MFPs and applications residing on the device • Set the stage for “paperless office” processing
  • 22. Chris Cardillo Director of MIS Kozyak, Tropin & Throckmorton Phone: (305) 372-1800 Email: cjc@kttlaw.com