transform 2014: introducing kofax totalagility® cloud
DESCRIPTION
You've heard about TotalAgility 7.0, the world's first unified platform for the development and deployment of smart process applications. But did you know it is available both on-premise and in the Cloud? In this presentation you will understand when it makes sense to deploy TotalAgility as a service, and the benefits this type of deployment delivers. You will also learn about the Cloud-specific features and licensing available in the newly announced TotalAgility 7.1 release.TRANSCRIPT
Ryan Bazler Director, Product Marketing Kofax
Introducing Kofax TotalAgility® Cloud
Agenda
Kofax TotalAgility® Overview
Why the Cloud?
Introducing Kofax TotalAgility® Cloud
What’s New in TotalAgility 7.1
TotalAgility Cloud Architecture Overview
Azure Cloud Overview
Q&A
2
Kofax TotalAgility®
3
TotalAgility provides an essential
connection to
“Systems of Engagement” generate real time,
information intensive communications
“Systems of Record” are enterprise applications designed for internal use
ERP / CRM / LOB
IT & Telecom Infrastructure
ECM & Records
Management
Databases & Other Archives
Transform & Simplify the
Business Critical “First Mile”
of Customer Interactions
Resulting in an
Optimized Customer Experience &
Greatly Reduce Operating Costs
Paper
Faxes
Digital Scanners MFPs/MFDs
Portals
Mobile Devices
MS Office/PDF TIFF / JPEG files
Emails
XML /EDI Data Streams
Kofax TotalAgility Value
4
Improve Information Visibility
Digitize paper for better access
& compliance
Achieve Operational Excellence
Streamline processes to
greatly reduce costs
Increase Customer Intimacy
Establish new levels of
engagement & collaboration
Deliver Total Enterprise Agility
Radically transform &
simplify the First Mile of
customer interactions
Value Proposition
Reduce Operating
Costs
Optimize Customer
Experience
Market Evolution
TotalAgility Key Applications – Smart Process Apps
5
Customer onboarding or account openings Investment account transfers Mortgage & loan applications Trailing documents Financial
Services
Customer onboarding or or account openings New policy quotes Claim submissions Trailing documents Insurance
New patient onboarding Claim submissions Explanation of benefits Trailing documents Healthcare
TotalAgility Key Applications – Smart Process Apps
6
Citizen benefit enrollments Claim submissions License & permit applications & renewals Trailing documents Government
Supply Chain Accounts payable automation Manufacturing Transportation & logistics Wholesale Retail
Other Industries Business process outsourcing Industrial & energy Utilities Telecom
Why the Cloud?
Audience Poll
How are you using the cloud today? Offering services to customers with own infrastructure
Offering services to customers using third-party infrastructure (Amazon, Azure, Rackspace)
Considering offering services in the next 12-24 months
Not considering offering services at this time
Why are you using the cloud?
Why are you not using the cloud?
8
Some Definitions of Terminology
Cloud computing Distributed computing over the internet
Ability to run program/application on many connected computers at same time
9
Source: Wikipedia
Microsoft Azure Cloud
Kofax TotalAgility Cloud
Kofax AP Automation Cloud
Mobile Apps, TotalAgility Thin Client Workspace, etc.
Introducing Kofax TotalAgility® Cloud
TotalAgility Cloud
11
TotalAgility Cloud provides an essential
connection to
“Systems of Engagement” generate real time,
information intensive communications
“Systems of Record” are enterprise applications designed for internal use
ERP / CRM / LOB
IT & Telecom Infrastructure
ECM & Records
Management
Databases & Other Archives
Paper
Faxes
Digital Scanners MFPs/MFDs
Portals
Mobile Devices
MS Office/PDF TIFF / JPEG files
Emails
XML /EDI Data Streams
Transform & Simplify the
Business Critical “First Mile”
of Customer Interactions
Resulting in an
Optimized Customer Experience &
Greatly Reduce Operating Costs
Microsoft Azure Cloud
TotalAgility Cloud Marketecture
System Management MS SQL Database Design Studio Administration
Smart Process Applications
Process Management Predictable & Dynamic Workflows
Services Data
Integration Transformation Mobility BI & Analytics Collaboration Capture Image Capture &
Enhancement Forms Input,
Trailing Documents Collaboration
Alerts, Exception Resolution
Scanners & MFPs, Mobile Devices Web Portals, Faxes/Emails
Electronic Files, XML / EDI , Data
streams
Image Enhancement, Classification,
Separation, Content Extraction,
Extraction Learning Data Validation,
Structured & Unstructured
Process Monitoring Process
Optimization Email Integration
IM/SMS Integration
Near Real Time Analytics
Analytics of TotalAgility Data
Sources
Connectors to 3rd Party Apps
(ECM, ERP, LOB, etc.), Kapow
Katalyst activities, Web Services
Interface
Platform as a Service
Infrastructure as a Service
Applications as a Service
Common Use Cases
Prove out a solution quickly, at low initial cost, compared to standing up an on-premise test/dev system or using a BPO Then deploy to cloud or on-premise
Prove out and deploy a solution without consuming IT resources or CAPEX budget
Kofax partners Use as a training and demo tool
Resell the Kofax service (authorized partners only)
Offer your own service
13
Features and Benefits
Unified platform in the cloud
Rapid prototyping and deployment
Avoid capital expenditures
Low startup costs
Improved IT utilization
Avoid software upgrades
Unified legacy system integration
Certified security, reliability and business continuity
Flexible deployment options
Subscription-based pricing
14
TotalAgility Deployment Options
15
Platform
Cloud-based
Infrastructure
Deployment Options
License Type
Support
Managed infrastructure
TotalAgility 7.1 TotalAgility Cloud
Customer supplied
No Yes
Dedicated
Perpetual One year subscription
Separate support contract Included
No Yes
Dedicated Infrastructure Multi-tenant
Dedicated Shared
Dedicated Tenancy Multi-tenant
Cloud
Use Case End customer software
BPO, service bureaus/centers
End customer service
End customer service
On-Premise
Offering
What’s New in Kofax TotalAgility® 7.1
What’s New in TotalAgility 7.1
Single import/export integration server Reduce integration TCO for importing and exporting
Kofax Analytics for TotalAgility now available on-premise and in the Cloud Make informed, effective decisions sooner, and gain insight to optimize processes
Offer TotalAgility as a service to multiple customers or departments Avoid the need to install, configure, manage and maintain TotalAgility systems for each
customer or business unit
New Kapow Katalyst data integration activity type Make processes more efficient and intelligent by leveraging outside data sources
High speed remote scanning Link TotalAgility servers across geographically disparate sites to increase remote scanning
throughput
17
TotalAgility Integration Server
18
TotalAgility Cloud provides an essential
connection to
“Systems of Engagement” generate real time,
information intensive communications
“Systems of Record” are enterprise applications designed for internal use
ERP / CRM / LOB
IT & Telecom Infrastructure
ECM & Records
Management
Databases & Other Archives
Paper
Faxes
Digital Scanners MFPs/MFDs
Portals
Mobile Devices
MS Office/PDF TIFF / JPEG files
Emails
XML /EDI Data Streams
On-Premise Integration Server
Kofax Analytics for TotalAgility® – On-Premise and Cloud
19
TotalAgility On-Premise Multi-Tenancy
20
BPO, Service Bureau, Shared Service Center
Customer or Dept 1
Customer or Dept 2
Customer or Dept 3
Customer or Dept 4
Customer or Dept 5
Customer or Dept 6
Virtual Machine in the Cloud
Hardware or Virtual Machine On-Premise
Kapow Katalyst™ integration
21
Single End-to-End Customer Facing Business Process
Customer
Configure data integration activities as steps in the process
Read, aggregate, validate against outside data sources Automate manual, data-rich sub-processes as part of a larger end-to-end process
Leverage customer and competitive info available on the web
Aggregate data from many other internal systems and use in the main process
Validate captured data against aggregated data results
Kapow Activity Kapow Activity
Other New Features
High-Speed Remote Scanning
TotalAgility servers linked across geographically disparate sites for high-speed remote scanning
Assign workload in any server arrangement
New capture activity: “send to another TotalAgility system”
Leverages Kofax Reporting’s built-in capabilities to collect data across different sites
Central license server for licensing, with backup license server capability
Thin Client Validation Enhancements
Customizable interface, two-monitor support, multi-image thumbnail panel, batch editing shortcut keys for move, split, merge
Mobile Enhancements
New controls and events in the forms designer for enhanced mobile user experience
Usability Enhancements
Enhanced process design with emphasis on “consume” experience being more context sensitive
22
Kofax TotalAgility® Cloud Architecture Overview
TotalAgility Cloud Architecture
24
Azure Storage
TotalAgility “Live” Azure Cloud Service - hosts multiple tenants for “Live”
deployment
Azure Web Role (1 role, multiple load balanced instances, at least 2 for SLA)
Azure Worker Roles
(4 roles, multiple instances, at least 2 per role for SLA)
TotalAgility “Dev” Azure Cloud Service - hosts multiple tenants for “Dev”
deployment
Azure Web Role (1 role, multiple load balanced instances, at least 2 for SLA)
Azure Worker Roles
(4 roles, multiple instances, at least 2 per role for SLA)
Process/Form Designer, Forms Workspace, Transformation Designer
KSMS Server - public VM hosted by customers in Azure or
other web hosting provider
SQL Azure Tenant Databases
(one database per Tenant, with
separate Live, Dev and Reporting
schemas)
SQL Azure Master Tenants Database
(stores Tenant configuration data, connection strings)
Table Storage (stores diagnostic and
Reporting data)
Blob Storage (stores Document data)
Queue Storage (stores Reporting data)
HTTPs
HTTPs
TotalAgility Cloud Architecture
TotalAgility Cloud Service – hosts multiple tenants
Web Role (multiple load balanced instances, at
least 2 for SLA)
Multi Tenant IIS Website
Core Worker Role (multiple instances, at least 2 for SLA)
- performs automatic activities, monitoring, job archiving/scheduling
for each tenant
Reporting Worker Role (multiple instances, at least 2 for
SLA) - transforms reporting data from Reporting Staging DB schema to Main DB schema for each tenant
Cache Role (multiple instances, at least 2
for SLA) - caches tenant data for server
settings, business calendar
Transformation Server Worker Role
(multiple instances, at least 2 for SLA) - performs document separation, classification, extraction, image
processing for each tenant
Tenant databases and Master Tenant database
Azure Storage (Table, Queue, Blob)
Tenant Management IIS Website
TotalAgility Cloud Architecture
2 Azure Cloud Services – “Live” and “Dev”
Each cloud service has 5 Azure roles (1 Web role, 4 Worker roles)
Each role has 2 VM instances for Azure SLA of 99.95% up-time; if a VM goes down, another is automatically spun up
Total VM instances = (5 * 2) * 2 = 20
Customers given two URLs, one for Live and one for Dev
Import/export data between the deployments using TotalAgility Designer
SQL Azure
1 tenant database per tenant (max size 150GB); stores processes, jobs, activities, forms, documents, folders, reporting data.
Contains 4 DB schemas: Main Live, Main Dev, Reporting Staging Live, Reporting Staging Dev
1 master tenant database: stores tenant config data and connection strings
Data automatically replicated 3 times
TotalAgility Cloud Architecture
Azure Storage
Table storage – stores diagnostic data for each tenant and in-transit reporting data
Queue storage – stores reporting data to be processed
Blob storage – stores runtime document binary data; each tenant uses separate container
Data automatically replicated 3 times
Currently using 1 storage account for all tenants; maximum storage account size 200TB; future requirement to allow multiple storage accounts to be configured
Transformation Designer
Installed locally on client machine and configured to point to TotalAgility Azure Tenant URL
Kofax Search and Matching Server (KSMS)
Connect to on-premise KSMS server, or host KSMS server and make it publicly available to the internet
Azure Cloud Overview
Modern platform for the world’s apps
Cloud OS
Our Vision: To deliver a consistent cloud application hosting experience on all Microsoft-powered clouds providing customers with a common user experience, cloud-optimized services, consistent APIs, and unified development tools.
COMPUTE STORAGE NETWORKING BUSINESS INTELLIGENCE DATA API
managed automated usage based
economics elastic always up. always on.
hybrid open
flexible
New
Existing +
hybrid
Other Service Providers
Your Data Center
Windows Azure
• Web Apps • Virtualized Workloads • Cloud Services
Windows Azure Web Sites
EXECUTION ENVIRONMENT
CLOUD ENABLED SERVICES
HOSTING OPTIONS
WEB
Windows Virtual Machines on Windows and Azure
VIRTUAL
Windows Azure Worker Role Windows Server w/ .NET 4.5
40 million registered IDs
476 million unique users
120 billion call minutes (Q1)
50 million Office Web App Users
on track to be one of Microsoft’s fastest
growing offers ever
60 million people storing documents
4.3 billion searches (Oct 2012)
10,000s+ customers 100s+ every day
36,000 customers (60%+ online)
Microsoft Cloud Experience: By the numbers
Windows Store open in 120 countries
TotalAgility Cloud Recap
34
Q&A
For further information, please contact:
Ryan Bazler Director, Product Marketing, Kofax Phone: +1-949-783-1352 Email: [email protected]