Moving on From Kofax... Why, How, and Where?
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This document discusses moving on from the Kofax capture platform to the Ephesoft capture platform. It summarizes some issues with Kofax related to ownership changes and lack of innovation. It then provides an overview of Ephesoft's focus on continued innovation, ease of use, and open platform compared to Kofax. The document also discusses Zia Consulting's experience in helping customers migrate from Kofax to Ephesoft and their methodology for a successful migration.
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Moving on From Kofax... Why, How, and Where?
- 1. Moving On from Kofax
- 2. Today’s Presenters Phil Robinson SVP Business Development Zia Consulting phil@ziaconsulting.com Pat Myers EVP & Capture Lead Zia Consulting pat@ziaconsulting.com
- 3. ©2016 Zia Consulting, Inc Why, Where, & How Ownership Changes (Again) “Mature” KTM (& Other Issues) You Want BPM With That? OR... Ephesoft SmartCapture® Zia’s Migration Methodology
- 4. Kofax to Lexmark to Apex?
- 5. ©2016 Zia Consulting, Inc What is the Strategy? ReadSoft + Perceptive + Kofax (and 17 others) Optimize for Profitability (vs. Invest in Innovation) Let the Market Decide Which Technology Wins… Shareholder Value (vs. Customer Value)
- 6. ©2016 Zia Consulting, Inc Vs. Ephesoft: What is the Strategy? Privately-Held and Independent ~500 Enterprise Customers Focused on Capture Innovation 2010 – SmartCapture® 2013 - Web Services APIs 2014 – Mobile SDK 2015 – Universe Document Mining
- 7. ©2016 Zia Consulting, Inc Comparing Capture Platforms Kofax KTM Ephesoft SmartCapture®
- 8. ©2016 Zia Consulting, Inc KTM vs. SmartCapture® Continuous Innovation Thin Open Platform Java-Based Windows/Linux “Mature” Product Thick + Thin Closed Platform Proprietary (WinRap?) Windows
- 9. ©2016 Zia Consulting, Inc KTM vs. SmartCapture® Easy to Train Admins and Users Low Volume of Documents to Train System (1-2) Robust Web Services/APIs Complex for Admins and Users High Volume of Documents to Train System (25-50) Lacking Web Services/APIs
- 10. ©2016 Zia Consulting, Inc Ephesoft Web Services APIs Alternative to Mailroom Automation Enable Intelligent Workflows Smart Repositories/Business Applications Over 40 Different API Calls in Ephesoft Enterprise: Ephesoft Batch Class Administration Real-Time Transaction Processing Image Conversion and OCR
- 11. ©2016 Zia Consulting, Inc Zia’s In-Process Capture Utilizing Ephesoft Web Services Insurance, Banking, Accounts Payable, Contracts Automation Embedded into: ECM (Alfresco) BPM (Activiti) Core Business Systems Portal/Website
- 12. ©2016 Zia Consulting, Inc Comparing Capture Platforms Kofax KTA Ephesoft SmartCapture®
- 13. ©2016 Zia Consulting, Inc You Want BPM With That? 2016 Claim: 50% of Kofax Business Driven by BPM (AIIM Annual Conference) Introducing Kofax KTA 45-Step Workflow Process to Enable Capture Licensing Required for Every Component (aka Costly) Enterprise-Tested/Proven (i.e. Volume)? “Buy a House… to Get a Couch”
- 15. ©2016 Zia Consulting, Inc Getting Started with KTA How to Learn 5 Weeks Training (if already understand KTM/Capture) vs. 5 Days for Ephesoft How to Budget Complex (“They Don’t Even Know”) vs. One-Page Pricing Subscription or License No Click/Page Charges
- 16. ©2016 Zia Consulting, Inc To Summarize: Ephesoft = Innovation First fully-functional Advanced Capture Platform First RESTful API Toolkit First Mobile SDK with No Per User Charge Universe Document Mining First to Incorporate MFPs, Scanners, Mobile & Electronic with Advanced Capture
- 18. ©2016 Zia Consulting, Inc Why Not Move? Migration Costs Migration Risks Disruption to Business
- 19. ©2016 Zia Consulting, Inc Why Migrations Fail Wrong Business Scenario Chosen Lack of Overall Vision Disregard User Experience Over Customization & Slow Delivery
- 20. ©2016 Zia Consulting, Inc Keys to Success Ease of Use (aka User Adoption) High Business Value Get a Quick Win Experience AND Methodology are Critical
- 21. ©2016 Zia Consulting, Inc Getting Started = ROI Start with Business Justification Understand AND Sell the ROI Don’t Go It Alone Assess Current Situation Determine Costs (HW, people, storage) Benefit to LOB Cost of Doing Nothing Break it Down
- 22. ©2016 Zia Consulting, Inc Prove It! Insurance Solutions 8 hours to 15 minutes Mortgage Solutions 700% ROI Invoice Automation SAP, Oracle/Peoplesoft, Custom Accounting Software
- 23. Who is Zia? EST. 2003 Boulder, CO Critic al Not Casual Controlling Chaos + Delivering Rapid ROI Process & Integratio n Open Platforms Content People
- 24. ©2016 Zia Consulting, Inc Next Steps Zia + Ephesoft Partner of the Year Solution Accelerators Solution Demo for YOUR business “Managed” Enterprise Trial Ephesoft Innovate: ephesoftinnovate.com Zia’s Upcoming Events: ziaconsulting.com/events-calendar Zia Resource Library: ziaconsulting.com/resources
- 25. Questions? Phil Robinson SVP Business Development Zia Consulting phil@ziaconsulting.com Pat Myers EVP & Capture Lead Zia Consulting pat@ziaconsulting.com
Notas del editor
- http://wirthconsulting.org/2016/05/16/lexmark-employees-seek-to-block-apex-acquisition-citing-u-s-national-security-concerns/ On May 13th, Wirth Consulting received a copy of a letter sent to U.S. President Obama by a group called “Lexmark Employees for Ethical Conduct,” which urges the president to block the proposed acquisition of Lexmark International for $3.6 billion by a consortium of investors that include China-based Apex Technology and PAG Asia Capital. The group states that U.S. national security would be comprised if the acquisition – which must be approved by the U.S. Committee on Foreign Investment – is approved, stating: “The overall risk to (U.S.) national security is real, immeasurable and unpreventable unless the sale of Lexmark to a Chinese firm is disallowed.” Apex Technology is headquartered in Zhuhai, Guangdong, China, and China-based Zhuhai Seine Technology is the largest shareholder of Apex Technology, holding approximately 70 percent of Apex Technology’s shares. Apex Technology’s acquisition of Lexmark International, which is based in Lexington, Kentucky, would include both Lexmark’s Imaging and Solutions and Enterprise Solution Services, as well as all of Lexmark’s copyrights and intellectual property. The letter written by Lexmark Employees for Ethical Conduct is not signed by any particular individual, but is said to be written on behalf of Lexmark’s more than 13,000 employees. It asks President Obama to “intervene and block the sale of …Lexmark International to the Chinese firm Apex Tehcnology…this sale should be disallowed due to extreme national security risks.” The Lexmark employee coalition’s letter essentially states that, unlike older analog copiers, because Lexmark copier/MFP/printers are “smart” digital copier/MFPs that are controlled by a PC operating system, they are vulnerable to hacking, noting, for instance, that they make a digital copy of every scanned document before printing it or transmitting it via fax or email; this stored information is vulnerable to being accessed by unauthorized users. The letter states: “Apex will own hardware copyrights to Lexmark MFPs, they will have access to all device firmware source code, and have access to all source code for Lexmark workflow software.” The letter also notes that Lexmark also owns more than a dozen software companies whose workflow software is used by many thousands of companies’ document-workflow environments that include Lexmark MFPs. These software companies include Readsoft, which markets business-automation software, such as software for processing invoices. The Lexmark employee coalition says that Lexmark MFPs are widely used in the U.S. Department of Defense (DOD), U.S. Pentagon, U.S. National Security Agency, U.S. Central Intelligence Agency (CIA), United States Federal Bureau of Investigation (FBI), U.S. Homeland Security Agency, U.S. Transportation Security Agency (TSA), and U.S. Special Operations Command (the unified command for the worldwide use U.S. Army, Navy, and Air Force special operations), as well as in U.S. state and local governments. The letter states, in bold type, that “Allowing a communist country access to Lexmark hardware and firmware allows them direct access ‘behind the firewall’ to any of these offices,” adding later that: “Should any company (or government) have access to our hardware PCBA designs or firmware source code, they could easily install malicious code, viruses, or malware into these MFPs” and that “there would be no way to detect this malicious code or prevent wide-scale digital virus infections.” The writers also states that the acquisition would also expose private-sector companies to hacking, such as companies in banking, healthcare, education, and “most Fortune 500 companies.” To bolster this argument, the letter also states that, because of national security concerns, the U.S. Department of Defense will not purchase Chinese-made Lenovo laptop computers, stating in bold type: “Lexmark MFPs have the same potential for harm as a determined hacker with unrestricted LAN (local area network) access that is sitting in the (U.S.) NSA (National Security Agency) offices.” Older Lexmark MFPs ‘Particularly Susceptible’ to Hacking According to the Lexmark employee-coalition letter, older Lexmark MFP generations that are in the field but are no longer being sold – specifically those code-named SHaFT and Homestretch – are particularly susceptible to hacking “due to their use of older LINUX-based technologies,” noting that “Lexmark’s LINUX kernel is posted publicly as is required by the LINUX community.”
- http://ephesoft.com/advanced-capture-vendor-lexmark-acquired-by-chinese-conglomerate
- Fujitsu funding - $3m in 2014
- Like to have a bit of fun with this one – really comparing an old legacy approach vs. modern way of building software
- Open Platform (aka Easy to Integrate) Java – easy to find people, easy to configure/customize
- Ephesoft will permit developers to enable Intelligent Document Capture from their own applications; “Capture Enable” your line of business applications Call a Web Service API from the ECM system to OCR a Document Ask an Ephesoft server to classify documents then send the results back to the requesting system Embed intelligent capture entirely within your application with no reference to Ephesoft Call a Web Service API to extract all the fields for an invoice from an Invoice Approval Application
- Zia’s “In-Process Capture” (IPC) Utilizing Ephesoft Web Services Embedded into: ECM (Alfresco) SharePoint Portal / Website – as will see in one of our examples today Critical piece – why we call it “In-process” – it’s delivered within workflow / business process – don’t change the way people work, just automate the classification & extraction So as documents are dropped into ECM repository, via email integration or fax directly in, they are classified into correct document types and then required data is automatically extracted
- Part 2 – Complexity vs. Focused
- Mailroom automation demo
- Zia’s “In-Process Capture” (IPC) Utilizing Ephesoft Web Services Embedded into: ECM (Alfresco) SharePoint Portal / Website – as will see in one of our examples today Critical piece – why we call it “In-process” – it’s delivered within workflow / business process – don’t change the way people work, just automate the classification & extraction So as documents are dropped into ECM repository, via email integration or fax directly in, they are classified into correct document types and then required data is automatically extracted
- First fully-functional Advanced Capture platform: 100% thin client architecture highly secure 3 tier architecture bundled features –not line item charges runs on Windows and Linux First RESTful API toolkit build tight integrations with LOB apps First Mobile SDK with no per user charge only charge for developer seats Universe Document Mining First to incorporate MFPs, scanners, mobile & electronic with advanced capture
- In-Process Capture, within Activiti
- Before jump in – wanna address some of the concerns people have – the “why nots” Obviously cost of migration – surprising how quick ROI – particularly with automation involved Risks – why you need a trusted partner, defined methodology, modern migration tools Disruption – why we call our methodology Active Migrate – migrated while continuing to work
- Let’s transition now to the “how” – methodology - what to look for – what we’ve learned From AIIM – but match what we’ve seen from a lot of “rescue” projects – where they’ve tried and failed – Started w/ wrong area of business – whether because of people or process involved Second – really not sure where you wanted to go – why and how they wanted to grow Third definitely a hot button for Zia – need to focus on user – user tools, process Finally – configure not customize – why we like Ephesoft
- So talked about what doesn’t work – look at what does Obviously opposite of last side – need to focus on user adoption Look for where can make a visible difference Quick wins, small discrete areas of business Trusted partner – experience in doing it / separately is having repeatable methodology to minimize risks and costs
- So where to start? Start w/ the business case – make sure it makes sense Get it clear and make sure everyone sees and is on board And again – work w/ trusted partner So how – assess, look at costs, look at savings / benefits, compare to sometimes best option of doing nothing – and then put together ROI
- B&L – reduced from average of 8 hours to only 15 minutes to get claims docs in hands of adjusters Interfirst – 700% ROI on automation Invoices – you name it – all big systems and also homegrown custom
- Our History / Our Focus We do content – not just any content, but critical. With a focus on process-intensive content Take our skills and build repeatable solutions on open platforms To again help you control your chaos and automate your manual/paper-centric processes And as said at the outset – really about addressing what happens in your business every day
- Zia + Ephesoft Partner of the Year Solution Accelerators: ACE™ for Mortgage, Insurance Automation, Accounts Payable, and more… Solution Demo for YOUR business “Managed” Enterprise Trial Ephesoft Innovate: ephesoftinnovate.com Zia’s Upcoming Events: ziaconsulting.com/events-calendar Zia Resource Library: ziaconsulting.com/resources