Save time and money by automating your document indexing using Hyland's Onbase enterprise content management solution!

1. Maximizing the Value of
Automated Indexing
Monday, June 11, 2012 Confidential

2. What is Indexing?
+ =
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3. What is Indexing?
+ + Indexing =
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4. What is Manual Indexing?
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5. What is Automated Indexing?
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6. Where can Automated
Indexing be Used?
FINANCIALS SALES CUST. SERVICE HR MARKETING CORPORATE
Invoices Order Entry Correspondence Application forms Leads & prospects Correspondence
Order processing Contracts New account setup Resumes/CVs Customer info Litigation
Cash receipts Lead tracking Service requests Benefits forms Competitive data Contracts
Proof of delivery Forecasting Warranties Healthcare forms Surveys
Expense accounts Proposals
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7. Why use Automated Indexing?
Benefits
Reduces the time and cost of
manual indexing
Reduces indexing bottleneck
Faster transaction completion
Improves Data Accuracy
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8. How does it work?
Automated Indexing can Handle:
Machine print OCR
Check box (OMR)
Signature detection
Point and shoot indexing
ICR (Handwriting)
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9. Automated Indexing is…
Simple OCR Solution
Simple to configure
Simple to use
OnBase Client
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10. Automated Indexing is best for…
 Structured Documents
 Applications, Printed Forms
 Quicker order processing
 Reduce cost per order
 HR Printed Forms
 Surveys & Questionnaires
 AP Processing (?)
 Invoices (?)
 Packing slips (?)
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11. Features of Automated Indexing
 Document classification
 Select Document Type
 Indexing
 Keyword value assignment
 Auto-Fill Keyword Sets
 Keyword Data Sets
 MIKG – table data
 Point and shoot indexing
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12. How it really works…
DOCUMENT CLASSIFICATION
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13. What is Document Classification?
 How can we tell one Document from Another?
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14. Identify Document Type

15. Document Topology

16. Identification Zones

17. Automated Indexing can Search
for Multiple Document Types
Prioritize, most common forms at top for
Faster processing.

18. How it really works…
ZONAL (TEMPLATE) OCR
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19. It’s all about the Grid
X
y
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20. Form Setup – Page Registration

21. Form Setup – Registration Zone

22. Form Setup – Keyword Zone

23. How it really works…
BATCH PROCESSING
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24. Form Identification
= Purchase
Order

25. Form Identification
= Packing Slip

26. Form Identification
= INVOICE

27. OCR Zones

28. Automated Indexing – Verify
 Validation for suspect values & unidentified
documents
 Suspect keywords in RED
 Tab to keyword zooms in on zone

29. How it really works…
POINT & SHOOT INDEXING
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30. Point and Shoot Indexing

31. How it really works…
LIVE DEMO!
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32. Automated Indexing Features
Batch Ad-hoc
License License
Configure forms
Batch process in Scan Queue
Right-click processing
Point and shoot indexing

33. Benefits – Faster Processing
 Process Forms
 Customer Service
 AP-Early payment discounts
 New orders
 Applications

34. ROI – Resource Savings
Manual indexing resource savings
User hours/day
ROI often received in less than a year.
Increase throughput, or re-task resources!