smart document processing-iq+alfresco-ver-22aug

Smart Document Processing Solution

Alfresco + iQ Intelligence

August 28, 2012

CIGNEX Datamatics Confidential

Presenters

Rajesh Agarwal Head & VP – Product & Process Datamatics Global Services Ltd [email protected]

Satyam Pandya Manager – Product & Process Datamatics Global Services Ltd [email protected]

Rajesh Avatani Practice Lead – Alfresco CIGNEX Datamatics [email protected]

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Madhuram Yadav Sr. Executive - Marketing CIGNEX Datamatics [email protected]

Amrita Choudhury Research Analyst – EMEA & APAC Gartner [email protected]

mailto:[email protected]






Today’s Agenda

• Smart Document Processing – Industry Overview

• Alfresco - Overview

• Datamatics & CIGNEX Datamatics - Overview

• Smart Document Processing (SDP) – The Need

– Solution: SDP based on Alfresco

– iQ – An Overview

– Demonstration of iQ & Alfresco Integration

• Free Assessment Offer

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Smart Document Processing

An Industry Perspective

- Amrita Choudhury, Analyst (EMEA, APJ)

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Alfresco - Overview

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Alfresco is now the largest open source content management company in the world Founded in 2005, with offices in London & Atlanta

Over 3 million community downloads

250+ global channel partners

2,500 customers in 55 countries, including…


The Alfresco Platform

Document Management Capture, share & retain corporate content, including

documents, video, images & graphics files

Records Management Ensure governance, compliance and retention of

company or government records

Web Content Services Author, collaborate & publish to Drupal, Liferay,

JBoss Portal or your custom web app

Enterprise Collaboration Create, share, collaborate, iterate & discuss content.

Then publish to social channels.

Open Source Platform Build content-rich apps and websites using RESTful

APIs or Java & open standards like CMIS & JSR 168

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Alfresco - Overview


The Alfresco 4 Business Case

Forrester Study, December 2011: Alfresco Enterprise pays for itself in 10 months. But Alfresco Enterprise 4 goes even further, with…

• Increased User Adoption = Increased Enterprise Value

– The more employees that use ECM, the more ROI

• Decreased Need for Other Tools = Fewer Vendors, Lower Costs

– Built-in social publishing, free mobile apps save you money

• Performance, Scalability & Admin Improvements = Lower Operating Costs – Less downtime, more users and content per instance, easier administration

saves time & money

• B2B Collaboration Outside the Firewall = Higher Productivity

– With Alfresco in the cloud sync (due Summer 2012), employees can more easily collaborate with outside partners and suppliers, meaning higher overall productivity

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Datamatics Global Services Limited (DGSL)

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Group Overview


About Datamatics

• Mission – Experts in improving Enterprise

productivity through Process Engineering & Information Management Solutions

• Key Highlights – Founded in 1975

– Publicly listed in India

– Annual consolidated revenue of US$100 Million

– Fortune 500 clients

– 4,400+ employees across 22 offices in 9 countries

Strategic Alliances

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• Workflow & BPM Solutions

• Social Media Solutions

• Enterprise Cloud Solutions

• Enterprise Application Services

Enterprise Information Systems

• Hand Held & Mobile Solutions

• Enterprise Mobility Platforms

Enterprise Mobility Solutions

Structured & Unstructured Data Management

• Portal Solutions

• Content Management

• Document Management

• Output Management

• Big Data & Data Warehousing

• Business Intelligence & Analytics

• Finance & Accounting Solutions

• Claims Processing

• Research Data Analysis

Enterprise Information Management Solutions

Datamatics - Enterprise Solution Offerings

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Enterprise Information Services

• Data Life Cycle Management

• Content Life Cycle Management

Smart Device Solutions

• Fare Collection • Billing Solutions • Infotainment Solutions • Self Service Terminal Solutions


Datamatics – International Recognition

• International Asia Pacific Quality Award – 2007

• Ranked third globally among document processing outsourcing

providers by the Black Book of Outsourcing – 2006

• Ranked among Top 50 Best Managed Companies worldwide, out

of 872 companies from 63 countries by the Black Book of

Outsourcing – 2006

• Service Provider of the Year Award by IBM Filenet – 2002

• Most Innovative Software Product Award from the Prime

Minister of India – 2001

• 'Best Partner' award from CTC (part of the $170 billion ITOCHU

corporation) – 1998

• Processed the largest number of IPO applications in the world,

mention in the Guinness Book of World Records – 1992

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CIGNEX Datamatics (Subsidiary of Datamatics)

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SOLUTIONS

Managed Cloud Services - Develop, Deploy, Manage

Annual Product Subscription: Liferay, Alfresco, Magento, Hadoop, Selenium

Extended Development Center – Center of Excellence

UI Development Integration Customization Migration Testing Training Support (24*7)

User eXperience Platform

Portals Liferay, Magento, Drupal, Adobe CQ

• Intranet • Extranet • Social Collaboration • Mobile Portals

• E-Commerce

Enterprise Content Management

Content Alfresco, Drupal, Magento, Adobe CQ, Moodle, Ephesoft

• WCM • DM • RM • DAM

• E-Commerce • E-learning • ERP • Imaging Solutions

SERVICES

Making Data Work

Big Data Hadoop, MongoDB, Hbase, Neo4j, Solr

• Analytics • Mobile • Social • Web • Real-time

• DW - BI • Log Processing and

Analysis • Enterprise Search

Velocity

Complexity

Volume

Variety


Alfresco Practice at CIGNEX Datamatics

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• Close working relationship since 2005 – Platinum Partner

– Conduct Alfresco training worldwide

• Global Platinum Partner – Deployed over 50 enterprise solutions

– Over 50 Alfresco consultants

– Developed Accelerators & frameworks • Toolkit: Migration from Documentum

• Contract Lifecycle Management

• Smart Document Processing

• Achievements – Alfresco “Recognized Developer”

– Authored 4 Alfresco Books

– 2010: Alfresco Partner of the Year

– 2008: Best North American implementation of the Year

– 2007: WCM Implementation of the Year

2010 Alfresco APAC Partner of the Year

2010 Alfresco North America Partner of the Year


Alfresco Implementations by CIGNEX Datamatics

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Industry

Healthcare High Tech Telecom, Media, Entertainment

BFSI Education Government Travel &

Hospitality

Document Management

Record Management

Web Content Services

Enterprise Collaboration

Content Integration And Services

Integrations

Applications

Solutions

ECM, Portals & Social Collaboration, Workflows (Staffing Solutions, Contract Management Solutions)


iQ – Overview

• iQ is a revolutionary document processing solution which automates data capturing and processing in fraction of time that it would take a conventional operator, with an accuracy that only fuzzy logic can guaranteed

1. Artificial Intelligence, Fuzzy Logic based data extraction and validation

2. Based on Collaborative computing - Correct errors on the Spot

3. Easily pluggable Validation / Business Rules

4. Topography Analytics and Image Enhancement

5. Pattern Recognition

6. Auto Learning

7. Use Of Databases And Master Files

8. Secured Document Handling

9. Ready hooks available for integrating with Decision making ERP systems like Alfresco, SAP, MOS, Oracle, People soft etc.

10. Same software works without modification for all documents

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iQ – Client Testimonial

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My heartfelt thanks to Datamatics Team for making us efficient using this

tool and helping in achieving our newer milestones.

You’ve done a great job by this intelligent platform and helped my team

achieving better productivity.

This is to put on our records sincere appreciation for the Effective

implementation of the Accounts payable system and workflow.

We would like to place on record our appreciation of the software and

services offered to Blue Dart Limited by your company. This enabled Blue

dart to be one of the first few companies to implement such solutions

where need of the hour was express delivery in order to meet our

business requirements .

TCL Group

Opera Solutions

Alpha Laval

Blue Dart


SMART

DOCUMENT

PROCESSING

(SDP)

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What is Smart Document Processing Solution?

Solution used to automate document intensive business processes

Intelligent data capture, integrated with process workflow

Hosted SDP for Online Document Access

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Why SDP?

• Streamline document intensive business processes

• End-to-end document process automation through imaging workflow, BPM & Domain

• Built with capability to process information across

– Structured, Unstructured & Semi structured documents

• Deliver through a combination of

– Solution deployment

– Platform driven services

• Flexible

– Multi language support

– Distributed capture

– Auto indexing facility

Search/ Information

Retrieval

Metadata, Classification

Version Management

Auto Capture

validation/ Email

Transfer

Document Scanning

Document Capture Document Management / Records Management

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SDP Architecture Diagram

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SDP Solution - iQ + Alfresco

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Document Enhancement

Document Ingestion

Automatic Sorting

Automatic Data Extraction

Delivery System

Alfresco iQ


SDP Savings

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S. No.

Document Type

Process Scenario

Savings Before Automation After Automation

1 Shipping Invoices 480 sec 240 sec 50 %

2 Bill of Lading 300 sec 65 sec 78 %

3 Purchase Order 720 sec 480 sec 33 %

4 Packing List 180 sec 60 sec 67 %

5 Account Opening Form 600 sec 360 sec 40 %

6 Legal Documents 240 sec 60 sec 75 %

7 Health Claim Policy Sheets 60 sec 25 sec 58 %

8 HCFA Health Claim 180 sec 24 sec 87%

9 UB Health Claim 240 sec 60 sec 75 %

10 General Invoices 135 sec 37 sec 73 %


SDP Solution Comparison

Features EMC

Documentum + Captiva

MOSS + Kofax

OpenText + Imaging

Alfresco+iQ Smart

Document Processing

Intelligent Document Capture

Business Rules & Validation

Cursive Handwriting Processing

Remote Scanning

Fuzzy Database

Thin Client

Metadata search

Themes / Skins

Content Modeling

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SDP Application Areas…

• Accounts Payables/Account Receivables

• Mortgage & Loan Origination

• Health Insurance Claims Processing

• Sales/Purchase Order Processing

• Trade Finance Processing

• Shipping Bill/Bill of Lading Processing

• Customer Account Opening Forms Processing

• Customer Service Requests

• AMC & Warranty Management

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Case Studies

Smart Document Processing with iQ + Alfresco

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Case Study

• Industry: Retail

– Client

• European retailer of spare parts and accessories for commercial vehicles

– Challenge

• Data capture from invoice documents, purchase documents and credit notes.

• Unstructured forms in German language with a daily capture load of over 8000 forms

– Post Implementation:

• Speed / Productivity Enhancement >> 203%

• Accuracy >>99.50%

• Industry: Transportation / Logistics

– Client

• One of the world’s largest independent Airline catering & Logistics providers

– Challenge

• Document loads required simultaneous population of category codes for over a thousand discrete inventory items while data capturing process.

• Need for a quick turnaround of the daily capture load of over 15000 documents

– Post Implementation:

• Speed / Productivity Enhancement >> 93%

• Accuracy >>99.98% 26


Demonstration

Smart Document Processing

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iQ +


Free Assessment Offer

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This assessment enables companies to maximize existing IT assets and

build a roadmap of the vetted Open Source technology options to:

• Reduce software costs up-to 70%

• Help generate opportunities for growth and service

The FREE Assessment Offer Includes:

• Situation Analysis

• Gap Analysis

• Recommendations/Roadmap

For more information, please visit:

www.cignex.com/alfresco-freeassessment

or contact us at [email protected]

http://www.cignex.com/alfresco-freeassessment




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