matthias borer datacap - · field a universal capture portal that ... consumed by external soa...
TRANSCRIPT
© 2011 IBM Corporation
IBM DatacapMore than scanning! Automates input of data from documents to reduce cost and accelerate document process efficiencies!
Matthias BorerECM Tech Sales
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© 2011 IBM Corporation
Agenda
• Capturing today
• What is IBM Datacap?
• Why IBM Datacap?
• Competition
• Key takeaway
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© 2011 IBM Corporation
Why Invest in Document Capture?
• Better customer/vendor service and communications
• Reduced time and resourcesrequired to manage paper and related business processes
• Improved cash flow , reduced transaction and paper costs while growing the business
• Improved collaboration as documents can be immediately accessed and shared around the world
• Elimination of lost files• Secure and reliable backup and
disaster recovery• And overall Return On Investment
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© 2011 IBM Corporation
4Click to edit Master subtitle style
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© 2011 IBM Corporation
5
The Five Phases Of Capture
2. Basic Recognition
Add OCR and barcodes to Automate Indexing
1. Scan And Store
Capture drives Scanners, provides Key From Image
4. Distributed Capture
Move Scanning and Verify out of the processing center to
speed input and lower cost
5. Enterprise Capture
Single solution for input of all documents from all locations –mailroom, department, branch,
mobile , fax, email
3. Intelligent Data ExtractionAdd Doc ID and Zonal
OCR to Automate Transactional Documents
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© 2011 IBM Corporation
Phase 5: Enterprise Capture
Field
� A universal capture portal that
can transform all documents
� Capture documents at every
entry point in the Enterprise
� Input any mode for consistent
processing rules
� Point and click capture process
management enables clients to
orchestrate complex capture
solutions – without waiting for
expensive programmers to
build an application
Mailroom
BranchDepartment
ECM
SystemsBPM and
ACM
BI and
Content
AnalyticsERP
Systems
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© 2011 IBM Corporation
Datacap Background
• Prior to acquisition–22 year old company
–Private and profitable
–Run by our founders (Scott Blau and Noel Kropf)
–Over 500 worldwide installations
• Mission critical high volume advanced capture appli cations
–Partnered with FileNet since 1994
–Partnered with IBM in 2004
• Why IBM acquired Datacap–Taskmaster Integrates with IBM & FileNet repositories along with non-IBM solutions
–Highly scalable client/server architecture
–Rulerunner Service – core differentiator
–Leading recognition engines
–Integrated thick and thin client interfaces
–User licensing, not per-click
–Lowest cost of ownership – licensing model
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© 2011 IBM Corporation
Capabilities of different types of capture
Capabilities and Sophistication
Val
ue /
RO
I
Key From ImageScan/Clean Up
Barcode Recognition
OMR/ICRFull Page OCR
Complex OCR – Line Item DetailComponentized Business Rules
Distributed & Web-based Scanning
Line of Business & Vertical ApplicationsSOA / Web Service Architecture
Multi-Core / Multi-CPU Support
Document Classification
Basic Capture Systems
DepartmentalCaptureSystems
Enterprise CaptureSystems
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© 2011 IBM Corporation
What Does Datacap Offer IBM ECM Customers?
• Datacap adds unique capture process orchestration, SOA, enterprise deployment options, thin client distributed capture, advanced recognition and classification to our document capture offering
• Datacap expands IBM’s leadership in ECM by offering:
– A suite of capture solutions that enhance current IBM ECM offerings (FileNet P8, IS, CM8, CMOD, FileNet Capture Professional)
– Support for non-IBM repositories from EMC, Open Text, Oracle, Microsoft and others
– Coverage for distributed and departmental capture needs with capture for smaller deployments such as Microsoft SharePoint
– Industry’s most sophisticated technology for document capture, in process capture, and high speed data extraction, enabling organizations to extract meaningful information from unstructured content for better, faster decisions and significantly reduce labor and paper costs
• Together, IBM and Datacap provide industry-leading Document Capture and ECM capabilities
Datacap offers a comprehensive Document Capture por tfolio, advanced technology, unique customer value, and enhances IBM ’s Enterprise Content Management offerings
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© 2011 IBM Corporation
How do Customers Achieve their ROI goals?
• Reduce cost of transporting paper to a central location
– Scan documents in remote locations – branches, stores, offices, etc.
– Savings can be more than $1M annually
– Key capability - Distributed Capture
• Reduce data entry labor costs
– Extract data from documents without manual keying
– Potential to reduce data entry staff up to 90%
– Large organizations can have hundreds of employees performing data entry
– Key capabilities – Rules, Advanced Data Extraction
• Reduce cost of document capture
– Reduce paper sorting and document preparation
– Potential to reduce capture staff up to 50%
– Key capabilities – Rules, Advanced Data Extraction
• Standardize
– Single vendor ECM and Capture solution
– Replace obsolete or costly legacy capture systems
– Reduce license fees, support and maintenance costs
– Eliminate volume-based pricing
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© 2011 IBM Corporation
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Problem: Traditional Capture Applications Are Inflexible
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© 2011 IBM Corporation
Taskmaster Architecture: Robust, Flexible, Scalable
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© 2011 IBM Corporation
Datacap Taskmaster Advantages
• Reduce cost of transporting paper to a central location –Scan documents in remote locations – branches, stores, offices, etc.–Key capability - Distributed Capture
• Reduce data entry labor costs–Extract data from documents without manual keying–Large organizations can have hundreds of employees perf orming
data entry–Key capabilities – Rules, Advanced Data Extraction
• Reduce cost of document capture–Reduce paper sorting and document preparation –Key capabilities – Rules, Advanced Data Extraction–Replace obsolete or costly legacy capture systems
• Standardize–Single vendor ECM solution–Reduce license fees, support and maintenance costs–Eliminate volume-based pricing
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© 2011 IBM Corporation
Highlights of Functionality and Features
�Scan, import (from file system and fax server)�Clean up, identify, classify, recognize, separate, look up
and validate data in background�Extract data using OCR, ICR, OMR, barcode 1D and 2D
technologies�Verify documents and learn from human operator
handling processing exceptions�Export/release to select back-end ECM repositories and
ERP/databases�Templates or “fingerprints” to uniquely identify classes of
documents�Sequence, monitor, and report on capture operations �Background processing engine with built-in and
extensible libraries of functions and rules�Processing engine functions exposed as services to be
consumed by external SOA apps�Central (mailroom-type) or full-function, Web-based
distributed deployments
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© 2011 IBM Corporation
Highlights of Functionality and Features
�Visual tools for highly-customized and productive verification and data entry forms
�Buttons, hot keys, labels, etc. ; auto-positioning in problem fields
�Image snippets next to data fields�Configurable color-coded background to indicate
recognition confidence levels and validation errors�Blue: no data validation errors or low confidence
recognition results�Yellow: low confidence recognition results (low
confidence characters in red)�Red: data validation error�“Click’n’Key” to let users pull data with a single click into
a field�Learn where click’n’key data was found and record in
fingerprint to automate next time
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© 2011 IBM Corporation
Taskmaster’s Distributed Capture Advantages
■ Rapid ROI – Dramatic reduction in document shipping costs– Faster turnaround– Reduced hardware & support costs, leverage existing MFDs– No software installed on client
■ “Virtual Capture”– Documents can be scanned in one location and verified at any location– Administration from any location– Centralized administration further reduces TCO
■ Competitive Points– Replacement - Existing distributed systems are very hardware dependent– Datacap is more advanced
• Scan, Verify & Administration• Advanced UI – Advanced OCR Correction & Fingerprint Creation• Reduced bandwidth – Single Pass Verify• Licensing Model – Authorized UVU, Employee UVU
■ Help drive Advanced Case Management!– Capture close to the source– Capture at any point in the process using Rulerunner web services
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© 2011 IBM Corporation
Datacap Studio – Rules, Functions and Actions
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© 2011 IBM Corporation
Datacap Studio – Testing
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MULTI-FUNCTION PERIPHERALS (MFP)
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© 2011 IBM Corporation
IBM Datacap Taskmaster Architecture
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© 2011 IBM Corporation
The Five Phases Of Capture
Competitive Placement
2. Basic Recognition
IBM Datacap FastDoc CaptureKodak Capture Pro
Kofax AscentAnyDoc
Many more
1. Scan And Store
IBM FileNet CaptureKofax Express
KnowledgeLakeOracle Document Capture
Hyland CaptureMany more
4. Distributed Capture
IBM Datacap TaskmasterKofax
Oracle (Captovation)EMC Captiva
5. Enterprise Capture
IBMEMC Captiva
Kofax
3. Intelligent Data Extraction
IBM Datacap Taskmaster Readsoft
Kofax KTMAnyDoc
EMC CaptivaParadetecBrainWare
Others
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© 2011 IBM Corporation
Competitive Contrast
• User based licensing vs. volume based licensing• No Dongles
–No Overages–No Lost Volume–No Stoppages
• Rules based–Point & Click configuration–Flexible–Reusable–Extensible
• SOA–Decouple Rulerunner Service for flexible workflow
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© 2011 IBM Corporation
Competitive Contrast
• Browser client– No local footprint
• Rules and more recognition choices– Better results
• Smaller server foot print– Virtualization (Rulerunner Enterprise)
• Lower professional services costs – Shorter implementations
• Highly configurable - Non-modularized– Easily disseminated throughout the enterprise
• Easily scalable– Expand as needed–1.0 million images per day – PLUS
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© 2011 IBM Corporation
What Sets IBM Apart?
• Rulerunner Service is IBM Datacap’s Rules Execution Engine - none of our competitors offer this capability
–Implements in weeks not months–Quickly adapts to change–Call Rulerunner Service via SOA service from applications for in-
process capture
• Single product for both basic and advanced capture–Scalable from a single client to thousands–Includes advanced data extraction and many capabilities that are
expensive add-on modules in our competitor’s products–Local and distributed –Thick and thin clients on a single platform
• Attractive, User-based Pricing–Competitors charge per page which is excessively costly, inflexible
and unpopular
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© 2011 IBM Corporation