notable solutions, inc autostore automates the secure flow of information, accelerating how people...
TRANSCRIPT
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Notable Solutions, Inc
AutoStore automates the secure flow of information, accelerating how people and
businesses realize their full potential.
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Notable Solutions, Inc
Insurance – Claims Processing
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Notable Solutions, Inc
Insurance companies typical challenges are:
Costs
Security
Inefficiencies
Labor & Paper Handling
Risk Mitigation & Regulatory Compliance
Slow & Error Prone Workflows
Insurance – Claims Processing
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Notable Solutions, Inc
Customer SatisfactionThe first real interaction with a
customer is when a claim is submitted
…but costs are nothing compared to retaining customers…
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Service Center
LOB Server
ECM Server
1
2
5
6
LocalOffice
HQOffice
3
4
DMSLOB
Typical Branch Claims ProcessOver 10 Touch Points = Risk + Time
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Client
ECM Server
Service Center
LOB Server
User Authenticated
Branch Office
…automation in less than 10 seconds
Email confirmation
Claims Processing with NSi
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Notable Solutions, Inc
Why not turn Copiers/MFDs and Mobile Devices into “ATM like devices” for internal process automation?
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Notable Solutions, Inc
What can you do in 10 seconds?
ATM1) Login (pin code)2) Fast-Cash $1003) Get account balance
Copier or Mobile Device (with NSi)1) Login (pin code)2) Scan or upload documents for a
business package3) Review status of workflow4) Address exceptions or missing
documents
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Story: Claims ProcessingTotal Loss Workflow
ClientInsurance Company
Auto Adjuster
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Notable Solutions, Inc
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Notable Solutions, Inc
Client
•
•
•
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Notable Solutions, Inc
•
•
•
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Insurance CompanyAuto Adjuster
Pin
12345678
Login
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Notable Solutions, Inc
Insurance CompanyAuto Adjuster
ClaimsExceptions
History/Status
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Notable Solutions, Inc
Insurance CompanyAuto Adjuster
New ClaimExisting Claim
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Notable Solutions, Inc
Insurance CompanyAuto Adjuster
History/Status
Existing Claim
98543 – Leslie Hunt
Status
Pending
Determination
Total Loss
Document TypePhoto of damaged vehicle
Signature
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Notable Solutions, Inc
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Notable Solutions, Inc
Service Center
nsi
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Notable Solutions, Inc
Insurance CompanyAuto AdjusterCustomer
Tom instructs Leslie to bring in required documents to close the Total Loss Transaction
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Notable Solutions, Inc
Customer
Leslie brings in documents
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Notable Solutions, Inc
Check List
Total Loss StatementOdometer Statement
Example Claim Package
Mix of External and Internal Documentation
Power of Attorney
Police Report
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Notable Solutions, Inc
Operation CenterService Center
1-2 Day Delay
In the past, Tom would have placed the documents in a courier pouch.
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
2 Proximity Cards
AND/OR
Mobile3
AND/OR
At the front panel
1
With NSi, Tom authenticates himself
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Secure Fax Secure Scan
eCourier
Since Tom is identified as an authorized user, he will see the eCourier button
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Operation Center
eCourier
Service Center
Secure Transmission
With NSi, Tom can just press the eCourier button on the “copier” to easily scan to the Service Center.
It’s that easy!
The same workflow in the Service Center can be leveraged as if the documents were mailed/couriered.
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Secure Fax Secure Scan
eCourier
Secure Fax Secure Scan
eCourier
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Notable Solutions, Inc
Electronic Workflow
Service Center
nsi
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Service Center
Tom Ridge
We received a successful scan for Leslie Hunt, Total Loss Claim
All required documents were received:1. Total Loss Power of Attorney2. Odometer Disclosure Statement3. Total Loss Statement4. Checklist
Scan for Leslie Hunt, Total Loss Claim, Transaction ID = LH67895
Insurance CompanyAuto Adjuster
Email Success Notification
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Notable Solutions, Inc
Operation Center
eCourier
Service Center
Secure Transmission
10 second automation
Note that Tom did not have to:- Specify the DPI- Image Format- Quality Settings- Etc.
They were all programmed into the button “eCourier”Insurance Company
Auto Adjuster
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Notable Solutions, Inc
Operation Center
eCourier
Service Center
Automatic • Deskew and Image Cleanup
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Notable Solutions, Inc
Operation Center
eCourier
Service Center
Automatic • Deskew and Image Cleanup• Blank Page Removal• Page Orientation• Double Side Scanning• File Compression
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Notable Solutions, Inc
Tom’s process of using “eCourier” was simple and streamlined,
…Tom also received a notification of success. Additionally, Tom could go to the MFD to get a “History/Status” Update
History/Status
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
eCourier
Secure Fax Secure Scan
History/Status
History/Status
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Notable Solutions, Inc
History/Status
History/Status
2:46p Hunt, L –In Process
Please click a transaction for more details
1:30p Jones, T -Complete
11:55a Smith, R -Complete
10:05a Rogers, T -Complete
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Notable Solutions, Inc
History/Status
History/Status
Title: Hunt, LeslieStatus: In ProcessScan Date: 2:46pm 7/20/2013
Documents: 41.Total Loss Power of Attorney2.Odometer Disclosure Statement3.Total Loss Statement4.Checklist
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Notable Solutions, Inc
Tom’s process of using “eCourier” was simple and streamlined,
…but what if an exception occurred?
…such as a missing document to the transaction.
Exception Processing
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Tom’s process of using “eCourier” was simple and streamlined,
…but what if an exception occurred?
…such as a missing document to the transaction.
Exception Processing
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Tom get’s notified of a problem in the submission
Service Center
Tom Ridge
There was an error processing your Total Loss Claim submission for:Account: Hunt, LeslieTransaction ID: HL67895Reason: There was a missing “Total Loss Odometer Statement”.
Request Action: Please submit this document. Attached is a coversheet to assist in this process.
Missing Document for Leslie Hunt, Transaction ID = LH67895
Missing Odometer Statement – 937842843.pdf
Insurance CompanyAuto Adjuster
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Notable Solutions, Inc
Tom get’s notified of a problem in the submission
Service Center
Tom Ridge
There was an error processing your Total Loss Claim submission for:Account: Hunt, LeslieTransaction ID: HL67895Reason: There was a missing “Total Loss Odometer Statement”.
Request Action: Please submit this document. Attached is a coversheet to assist in this process.
Missing Document for Leslie Hunt, Transaction ID = LH67895
Missing Odometer Statement – 937842843.pdf
Insurance CompanyAuto Adjuster We are missing the Odometer Statement
For: Hunt, Leslie
Scan the missing document on the MFD
Required Document
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Notable Solutions, Inc
eCourier
Secure Fax Secure Scan
Exception Processing
History/Status
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Notable Solutions, Inc
History
History/Status
Title: Hunt, LeslieStatus: ** Exception **Reason: Missing Odometer Statement
Scan Date: 2:46pm 7/20/2013
Received Documents: 31.Total Loss Power of Attorney2.Total Loss Statement3.Checklist
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Notable Solutions, Inc
eCourier
Secure Fax Secure Scan
Exception Processing
Exceptions
History/Status
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Notable Solutions, Inc
Select Exception Scan with Barcode
Exceptions
Exceptions
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Notable Solutions, Inc
Secure Fax Secure Scan
eCourier
Select Exception Scan with Barcode
We are missing the Odometer Statement
For: Hunt, Leslie
Scan the missing document on the MFD
Required Document
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Notable Solutions, Inc
Do we have to print out the barcode coversheet?
= No!
We are missing the Odometer Statement
For: Hunt, Leslie
Scan the missing document on the MFD
Required Document
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Notable Solutions, Inc
Select Exception Scan with Barcode
Select Exception
Hunt, L - Odometer Statement
Exceptions
Scan with Barcode
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Notable Solutions, Inc
Secure Fax Secure Scan
eCourier
Select Exception Hunt, L – Odometer St
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Notable Solutions, Inc
Service Center
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Notable Solutions, Inc
What if Leslie does not have a required document with her?
How can we support capturing those documents without her having to come back into the branch?
What if the barcode coversheet could also be used as an instructional sheet, and a fax coversheet?
Exception Processing
Customer
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Notable Solutions, Inc
Tom get’s notified of a problem in the submission
Service Center
Tom Ridge
There was an error processing your Total Loss Claim submission for:Account: Hunt, LeslieTransaction ID: HL67895Reason: There was a missing “Total Loss Odometer Statement”.
Request Action: Please submit this document. Attached is a coversheet to assist in this process.
Missing Document for Leslie Hunt, Transaction ID = LH67895
Missing Odometer Statement – 937842843.pdf
Insurance CompanyAuto Adjuster We are missing the Odometer Statement
For: Hunt, Leslie
Scan the missing document on the MFD
Or provide this document to the client so they can:
Scan and email to: [email protected]
Fax this coversheet to: (800) 555-1212
Required Document
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Notable Solutions, Inc
NSi solutions can be used to capture documents, not only from an MFD, but also:
– Inbound emails (e.g. [email protected])– Inbound faxes (e.g. 800-555-1212)– Web Forms– Integrations into Outlook and Notes– And even a Mobile Client
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Notable Solutions, Inc
Tom used the “eCourier” button to easily replace the traditional courier process
eCourier• Reduced Courier Cost• Eliminate 1-2 days of delay in
processing
Tom was able to easily manage an exception either by scanning on an MFD, or
using his Mobile device
• Reduced delays in closing the transaction
Exceptions
History/Status
Tom was able to easily see notifications and keep track
of the status of the transaction
• Increased visibility to the branch helping to expedite
any exceptions
Branch AutomationInsurance – Claims Processing
Recap
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Notable Solutions, Inc
15+ Years in Business• US HQ: Rockville, Maryland (USA)• EMEA HQ: Germany• South America HQ: Sao Paulo (Brazil)
Core Business: • Development of document driven distributed capture solutions.
• Worldwide customer base : 4,200• Over 28,000 AutoStore™ servers • Over 280,000 connected devices
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Notable Solutions, Inc
Gartner• Scalable server-based platform
• Broad device support
• Integrates with existing IT security infrastructure
• 32+ connectors for ECM
• Custom line of business integration Gartner’s Competitive Landscape Report:Smart MFP Document Workflow SolutionsPublish: November 2010
Public link to report abstract
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Notable Solutions, Inc
Deloitte
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Notable Solutions, Inc
Secure Information Exchange™Mainframes
Multifunction Devices(MFDs), Network Scanners
Desktop apps
Smartphonesand Tablets
Desktop scanners
ERP, Line of BusinessApplications
Production Printers
Groupware & Collaboration
Content Management
File, Fax, Email
Custom Applications
Office Printers
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Notable Solutions, Inc
Secure Information Exchange™Mainframes
Multifunction Devices(MFDs), Network Scanners
Desktop apps
Smartphonesand Tablets
Desktop scanners
ERP, Line of BusinessApplications
Production Printers
Groupware & Collaboration
Content Management
File, Fax, Email
Custom Applications
Office Printers
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Notable Solutions, Inc
Other Example Workflows
Banking
Insurance
FinancialRetail
Distribute multi-state/national businesses
Support
Hospitality
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Notable Solutions, Inc
1. Easy to Use
2. Secure
3. Reliable & Scalable
Requirements for Success
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Notable Solutions, Inc
With NSi = Easy To Use
Secure Fax Secure Scan
eCourier
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Notable Solutions, Inc
Secure
FileNet(or other destination)
Secure Transmission
Secure Access
Several options available to ensure only the right person/group has access to scan to certain workflows.
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Notable Solutions, Inc
Remote Offices
Central Data Center
FileNet
SharePoint
Oracle/SQL DB
Fax Server
Email Servers
Thousands of Devices
Integrate with virtually
any backend system
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Notable Solutions, Inc
Reliable & Scalable
• Reliable – supporting 100,000 of MFDs automating critical workflows today
• Scalable – can grow with your business needs both technically and through functionality
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Notable Solutions, Inc
AutoStore automates the secure flow of information, accelerating how people and
businesses realize their full potential.