Building Solutions with Kofax TotalAgility

Phong Chu Principal Enablement Manager phong.chu@kofax.com

How Kofax Makes the First Mile of Business Smarter

Kofax provides an essential link between systems of engagement and systems of record for an

Systems of Engagement and Kofax Products

Scanner Mobile MFP Lotus/Exchange SMS FAX POP Folder Webservice EDI API
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Kofax Import Connector

Kofax Products and Systems of Record

Kofax Export Connectors

Kofax Solutions
Customer Onboarding Smart process application that combines industry leading

multichannel capture, adaptable workflows and a flexible system integration capability to automate the Customer Onboarding process for better service and a competitive advantage.
Kofax Mailroom Automation Solution Builds on the traditional high-volume, centralized paper mail

opening and routing process. It enables multichannel capture and routing of paper and electronic communications in a digital format to provide a lower cost, more accurate and accelerated operation.

Customer Use Cases Government

County of Ventura Human Service Agency Total benefits of $3.9 million over a three-year investment

period
The State of Utah Office of Recovery Services (ORS) digitized key workflows at its Child Support Services bureau,

streamlining case management for its case workers.

significantly reduced the time to collect and distribute child

support payments to families in need.

Freedom of Information / Data Protection Act / EIIR

Environmental Information Regulations

Case Management for dealing with Bankruptcy / Liquidation and

Administration of Individuals and Corporate Entities

Customer Use Cases Insurance

Aviva Ltd. Worlds 5th largest insurance group Annually Capture More Than 5 Million Pages of

Insurance and Financial Service Documents for Customer Accounts

Reducing operational costs and better enabling workers

to consistently meet and even exceed customer service levels and expectations
Management of Underwriting processes whereby insurance

carriers assess a risk and quote for it (Risk to Quote)

Customer Use Cases - Financial Services

United Bank Limited: Streamline Branch Network Document Handling Processes NCR-deployed solution endorses checks via scanned data and

delivers various value-added financial instrument services

Customer Onboarding specialist bank for the UK horseracing

industry, and high net worth individuals

Fund Processing A major European bank reduced processing time by 50%, and

at the same time increased data accuracy and processing accuracy.

A global investment bank achieved annual savings of

$500,000 and compliance at the same time with straight through fax processing of funds.
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Customer Use Cases - Healthcare

Automatically capture, extract, process and

route patient, health and financial information, and enhance your patients' electronic health records with meaningful information.
Automate any document driven process with

one unified capture platform, including patient admission and the processing of electronic health records, invoices, EOBs, and CMS-1500 or UB-04 claims.

Building Smart Process Application using Kofax platform

1.

Analyze business requirements to identify document types and fields Build Kofax Transformation Project Build Kofax TotalAgility processes, variables and forms Configure the integration between Kofax Capture and Kofax TotalAgility Test solution from point of origination through business process to system of record

2. 3. 4.

5.

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Systems of Engagement
Identify points of origination: Mobile Web Scan Email Fax

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Systems of Record
Identify Integration: Microsoft SharePoint Microsoft Dynamics Microsoft Exchange Database CMIS Etc.

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Identify Documents and Fields

Application form

Proof of Address

Proof of Identity

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Create Kofax Transformation Project

Configure Field Extraction

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Create Kofax Capture Batch Class

Configure Batch Class

and Document Classes

Synchronize with

Kofax Transformation Module

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Kofax TotalAgility
Is a Business Process Management and Dynamic Case

Management platform that enables organizations to achieve significant operational gains through better management of processes.
Provides capabilities for process design, automation, simulation,

workflow control for managing human tasks, integration tools for linking business applications (ECM, CRM, Email) to processes and business rules.

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Kofax TotalAgility Designer

Process Designer Helps you model business processes

through a user-friendly graphical modeling environment.

Form Designer Helps you create workflow forms (screens)

based on TotalAgility process maps, without the need for extensive programming.

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Kofax TotalAgility Workspace

Is an out-of-the-box web application that allows users to interact with

their activity lists, cases and processes, manage work and resources, reports and dashboards and administer other data elements.
Can be easily customized or extended according to your business

requirements

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Process Designer
Create and manage process maps in the system

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Integration
Database Web Services SOAP SOAP WCF RESTful .NET Microsoft SharePoint Microsoft Dynamics CRM

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Database Integration
Tables View Add Update Delete Stored Procedures Views

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SharePoint Integration
Create Folder Add Item Upload Document Delete Item Get Document Create Site Move Item

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Microsoft Dynamics Integration

Create Update Delete Retrieve

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Web Services Integration

SOAP SOAP Windows Communication Foundation (WCF) RESTful XML and JSON are supported by Kofax TotalAgility

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Business Rules
Code-free compositions defined independently of processes

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Form Designer
Create forms and build forms based on business processes Create multilevel navigation capabilities

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Build Forms
Automatically generate forms with no programming experience

required
Optionally, you can customize generated forms to include custom

functionality

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Create Forms
Start with a blank form and add form controls. You have more control and flexibility over the resulting screens

compared to the ones created automatically.

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Monitor
Design dashboards to have visibility into process performance

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Reporting
Build meaningful reports with only relevant information that you need

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Translation
Adhere to Internationalization (i18n) and Localization (l10n) standards

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Configure KC Export Connector Total Agility

Launch business process once the document is exported

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Deploy Solution

Development

Test

Production

Use Export/Import

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How Kofax Makes the First Mile of Business Smarter

Kofax provides an essential link between systems of engagement and systems of record for an

For further information, please contact: Phong Chu Principal Enablement Manager Phone: 949 783 1296 Email: phong.chu@Kofax.com

Dynamic Case Management

Characterized by processes which are primarily driven by human

workers (often referred to as Information Workers or Knowledge Workers)

Interacting with long running, complex and often unpredictable

processes.
The flow of case management processes is unpredictable - they

do not follow a predefined path.

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Building a business process solution with Kofax TotalAgility

1. Create a new Category for the project 1. Set the Working Category of the Resource you log into TA as to be

this new Category

2. Decide whether a Case based or Process based solution 3. Design high-level process 4. Define Work Type 1. Associate Queue Definition with Process 5. Define Process variables 6. Assign Input/Output variables for the activities 7. Create processes 8. Define and assigning resources to activities 9. Create a solution and Build forms and implement functionality 10. Create Navigation 1. Associate forms with navigation menu 11. Test solution