Point of OriginationTM

Daniel Schmidt Product Marketing Manager

Customer Driven Processes

Paper documents
Paper Fax Email SMS XML Office

Social collaboration

Mobile applications

PDF
Social

Electronic formats
Slide 2

Customer Driven Processes

Paper Fax Email SMS XML Office PDF Social

BPM
Understand Decide Understand SharePoint Decide Portal ECM/RM ERP/LOB/CRM Database

there are still a lot of paper-based processes out there, and Forrester clients still spend significant dollars on systems to support them.

Point of Origination: Extending Systems & Processes

Point of Origination

Electronic Smart phones & tablets FAX

Systems & Processes

Smart phones & tablets

Desktop scanners & web portals

Production scanners MFPs

Customer, Field workers

Home offices, brokers

Remote Branch offices

4

Centralized Back office

Point of Origination Capture

Trailing Docs External Partners

Insurance Claims

Web Portal

Capture at the point of origination captures content as early in the process as possible

Tablet

Mobile Mortgage

Mobile

Loan Officer New Account

The Enterprise
MFP
5

Point of Origination Solution

Line of Business Systems

Sample User Experience

On the MFP device (panel)

Case Study Front Office Invoice Capture

Customer: Corporate Express

Business: Subsidiary of Staples, the worlds largest office products company with $23B in annual revenue & operations in 27 countries
Benefits

Invoice Processing

Challenges from over 35,000 vendors at multiple processing centers

Labor intensive and expensive

3.5M invoices received annually 74% are now automated

Expenses reduced by over $1M

per year
Accelerated processing times Increased accuracy Increased discount capture Improved supplier relations

manual process
Delays increase risk of lost

discounts and poor supplier relations

Point of Origination Solution

Line of Business Systems

Sample User Experience (Financial Services)

Bank Scan

Zoom
Annotation Document Thumbnails

10

Case Study Web Capture

Processing documents for their

Capture-Enabled Application

commercial EHR system Connected to 180,000 physician users, 1,500 hospitals,

Challenges before Kofax: Difficult to manage and annotate

various documents in patients record such as referral letters, lab results, x-rays, insurance cards
Results with Kofax Web Capture

The Kofax Web Capture SDK allowed us to stay focused on our core business and with very little work, implement all our imaging needs. Tim Cummings, Development Manager of MDTablet

Ideal Customer Profile for Kofax Web Capture

Large organizations that deals with a wide variety of

documents and lots of information received from remote locations

Documents are critical for their business need to be

processed in a timely manner

Trailing documents or wet signature requirements that

can be submitted virtually everywhere through internet

Customer or Partner web portal in place which can be

extended for web based imaging

Existing Kofax customer who can benefit from extending

their capture platform to the Point of Origination

12

What a Solution Looks Like

Sample User Experience

Name: Policy: Claim:

Back

Send

Launch Mobile Capture App 1

Capture Document(s) 2

Tag Document(s)

Confirm & Submit 3

Customer Profile Mobile Capture

European Telecom Operator In-Branch Customer On-Boarding

Third largest GSM telecom operator in Europe Mobile capture pilot initially, then rollout to Sales staff in 1000+

outlets
Field will use iPad app to capture customer applications and

supporting documentation
Data extracted and sent to internal approval processes Goal is to activate customer phones while the customer is still in

the branch
Plans for existing customers to use companys native self-

service mobile app to also capture documents

Qualifying the Customer

Customer Pain Points

Increased competition creates the need to

rapidly respond to change

Lack of differentiation from the competition The consumerization of IT creates increased

customer expectations for service and innovation

Regulatory compliance, loss of control Lack of responsiveness due to process latency Poor data quality due to mistakes in document

handling and data entry

Slow or faulty processes impact revenue

Why Point of Origination

UI Complexity Back-Office

Point of Origination

Distributed

Front-Office & Web Mobile

1 min
18

1 hour

1 Day

1 Week

Benefits of Point of Origination

Extends the power of Kofax Capture and KTM to the front office

and beyond
Removes the need to collect and ship documents to a central

location, eliminating courier costs and document preparation

Information enters the process at the earliest possible point.

Requests are processed faster, revenue is generated sooner

Ensures the chain of custody is never broken, and provides

visibility from beginning to end

Gives IT control over how information is captured

while empowering the user

Lets customers offer innovative new services and

improve customer satisfaction

For further information, please contact: Daniel Schmidt Product Marketing Manager Email: daniel.schmidt@kofax.com