Download pdf - EMC Captiva – Transform Your Business Through Intelligent Enterprise Capture

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EMC Information Intelligence Group

Transform Your Business Through Intelligent Enterprise Capture


Paper remains a key part of your organization’s processes

Initiates processes

Facilitates transactions Provides

decision support

What is your paper doing?


When data is unavailable business slows How does it affect process?

20M Tons of paper used annually

$120 labor to search for

misfiled/lost documents

$8 To process a single invoice

(70% of which is document processing)


When data is unavailable business slows How does it affect process?

Slow loan processing

Negative impact on competitiveness

Poor claims processing accuracy

High compliance and processing costs

Inefficient document processing

Potential fines and legal liability


1 3 Physical Delivery Manual Sorting Scanning

Storage Manual Data Entry Business Systems

Time consuming delivery of paper documents to a centralized facility

Time consuming delivery of paper documents to a centralized facility

Takes time, requires additional staff, and is prone to human error

Costly and error-prone outsourcing can lead to unnecessary risk

Lost time from sorting the documents to the time they get scanned

Time is spent to process and manage error prone data

4 5

2

6

Traditional Document Processes How do we make this better?


CUSTOMERS DEMAND FASTER

RESPONSES

TYPES

EXCEPTIONS

QUALITY

MOBILE

The digital world has changed everything

While paper may be declining, digital content is thriving!


Transform high volumes of documents into actionable data for use in vital business processes and applications

Improve Productivity Better capture anytime, anywhere


CENTRAL OFFICE OR HEADQUARTERS

High Production Scanners and MFPs

BETTER CAPTURE

Centralized

Mailroom/Email

Fax Machines


BRANCH OR REGIONAL OFFICES

FIELD OFFICES/ CUSTOMERS

Web-based scanning

BETTER CAPTURE

Mobile Capture

Distributed



Knowledge workers

BETTER CAPTURE

Mobile Capture

Ad-hoc

Knowledge workers

Web-based scanning



CAPTURE Mobile

Quickly bring capture-enabled mobile applications to market

Mobile Toolkit: Deploy mobile applications with seamless Captiva integration

Mobile SDK: Build mobile applications with open-ended backend integrations


Mobile Toolkit EMC CAPTIVA

ON-DEVICE CAPTURE & IMAGE ENHANCEMENT

• Check Deposit • Loan Origination • Invoice Processing

IMAGES OPTIMIZED FOR TRANSMISSION

SERVER-SIDE MOBILE IMAGE PROCESSING

CAPTIVA ENTERPRISE SERVER

CUSTOMER WEB SERVERS

Captiva REST Services (for batch submission)

• Data Import to Business Process

• Image and Data Archive to ECM

• Classification • Recognition • Extraction


Mobile SDK EMC CAPTIVA

ON-DEVICE CAPTURE & IMAGE ENHANCEMENT

• Check Deposit • Loan Origination • Invoice Processing

IMAGES OPTIMIZED FOR TRANSMISSION

SEAMLESS INTEGRATION TO:

• File Shares • ECM Repositories • Sync and Share • Other backend systems

OPEN-ENDED BACKEND

CUSTOMER WEB SERVERS

Accelerate Automation Document classification and production auto learning

Automated document classification

ADVANCED RECOGNITION

Intelligently recognizes all document types

Eliminates manual preparation

Automatically organizes complex data sets

Text-based analysis

Precision anchor techniques

Full-page image Handwriting Text-based

analysis

Precision anchor techniques

Full-page image Handwriting

Production auto learning


Document classification • Global, local and keyword analysis

• Learns based on images captured, operator input, data captured, and free-form rules

Text-based classification • No setup required—automatically

determines text block and position pattern

• Delivers 20% better accuracy than expert created templates

INVOICE

TOTAL

WORK ORDER

Intelligent data extraction


ZONAL FLOATING

FREEFORM HANDWRITING

The Big Picture

MORE Examples

PROCESS MANAGEMENT

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PROCESS MANAGEMENT

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• Capture anything from anywhere

• Intelligently connect documents

• Deliver enterprise capabilities EMC Captiva

CAPTURE WITH

BACK


PROCESS MANAGEMENT

MORE MORE

MORE

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• Enterprise-class ECM

• Robust compliance and security

• Open, standards-based architecture EMC Documentum

Platform

CONTENT MANAGEMENT WITH

BACK


PROCESS MANAGEMENT

MORE MORE

MORE

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• Intuitive, Simple, and Secure

• Advanced search and discovery

• Collaborate on the go EMC Documentum

Mobile

COLLABORATION WITH

BACK


PROCESS MANAGEMENT

MORE MORE

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• Tailored for multiple delivery channels

• Highly customizable and personalized

• Flexible and configurable design

EMC Document Sciences

CUSTOMER COMMUNICATIONS WITH

BACK


PROCESS MANAGEMENT

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• Flexible process design and automation

• Improve efficiency and visibility

• Integrate with LOB systems

EMC Document XCP PROCESS MANAGEMENT WITH

BACK


PROCESS MANAGEMENT

MORE MORE

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• Automatically apply policy-based retention

• Reduce discovery costs and mitigate legal risks

EMC Documentum Records

Management

GOVERNANCE WITH

BACK


PROCESS MANAGEMENT

MORE MORE

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• Application decommissioning

• Live application archiving EMC

InfoArchive

GOVERNANCE WITH

BACK


Functional Examples

Financial Services • Mobile banking • Mortgage lending • Consumer lending • New account

opening • Account servicing

• Tax filings • Unemployment

benefits • Social services • Court records • Disability insurance

Insurance • Property & Casualty

claims • Insurance underwriting • Account management • New account opening

• Medical records • Medical claims • Patient admissions • Prescription fulfilment • Patient insurance

services • Clinical research

• Accounts Payable and vendor management

• Employee on-boarding

• Legal and regulatory • Digital mailroom • Retail and personal banking

Industry Examples


EMC Managed Services OnDemand (MSOD)

On-Premise

What about deployment?


MORE MORE MORE MORE

Leading the way

Standard Life

Eliminate cost, inefficiency of sorting and adding separator sheets

Reduce high costs of data entry sourcing

Reduce time to identify and route mail to the correct departments

Disparate legacy systems not delivering significant document automation benefits

• EMC Captiva Capture easily handled and processed 10M+ pieces of paper per year

• EMC Captiva Advanced Recognition helped free up 24 staff members

• EMC Captiva replaced legacy systems and delivered overall system efficiencies

Case Study

Driving Efficiencies in Critical Document-Based Processes

CHALLENGE SOLUTION

90% Automation of business processes achieved

30% reduction in staffing requirements

1.1 (US $1.76m) Annual cost savings

Efficiencies gained through document-dependent processes with mail delivered an hour earlier each day

BACK

CNO Financial Group Case Study

Complex sorting and separator sheet insertion limited the value of capturing documents

Data entry outsourcing was expensive and inaccurate

Need a scalable capture system capable of handling more than 350K images daily

Automate the document preparation and data extraction steps to handle backlogs in processing

> 90% classification rate for all documents

> 90% accuracy produced by data extraction –with data validation

> 90% touch-less document processing

• EMC Captiva Capture with Advanced Recognition provided the scalability and automation needed by the organization

• EMC Captiva Module Development Kit helped to quickly create and implement custom indexing and validation modules against their database

• EMC Captiva helped cut outsourcing budgets and significantly improved the business process

CHALLENGE SOLUTION

Accelerating Claims Processing

BACK

Lloyd’s Banking Group Case Study

Replace legacy system and increase classification and data extraction automation

Reduce operational costs and risks

Need for better flow of documents to corresponding departments

Ensure consistent delivery of high standard of customer service

• EMC Captiva Capture with Advanced Recognition was able to efficiently process about 22M documents per year

• EMC Captiva streamlined the bank’s processes, reduced operational efficiencies and downtimes

• EMC Captiva helped increase processing volumes of customer correspondence by 50% without incurring additional staffing costs

CHALLENGE SOLUTION Reduced manual interaction during capture process through intelligent capture

300% increase in the number of document types being processed

200,000 documents/day while meeting SLA of 60,000 delivered by 1pm

Leveraging Automation to Increase Productivity

BACK

CHALLENGE SOLUTION

Eliminate manual delivery of correspondence to different departments

Need to improve scanning/capture process to meet ever-changing demands of the business

Need to efficiently handle and process paper-documents which comprised 99% of information coming into the business

• EMC Captiva Capture with Advanced Recognition provided the scalability and automation needed by the organization

• EMC Captiva eliminated the need to physically store paper documents and freed up storage space

• EMC Captiva streamlined the business processes, reduced operational efficiencies and downtimes

3–5X Faster Speed-up capture and evaluation of the key data points while data quality was maintained

Down to 5 Effective reduction from the original 24 production business processes

Nearly Zero Lost documents drastically eliminated

NYL AARP Case Study

Delivering Significant Improvements to Customer Service

BACK


NEXT STEPS

Transform your Business Through Intelligent Enterprise Capture