1. Storyboard
Kofax
&
Alfresco
–
Capture
to
Manage
October
2012
John
Juerss
–
Senior
Solu5ons
Engineer,
Alfresco
Mark
Schroeder
–
Senior
Sales
Engineer,
Kofax

2. Enterprise
Capture
Evolu5on
Decision
Management
Business
Process
Automa;on
Automa;on
Value
Scan
to
Process
Process
Ini;a;on
Scan
to
Archive
Distributed
Capture
Intelligent
Integrated
Integrated
Document
Forms
Document
Workflow
&
Business
Capture
Processing
Recogni;on
Rules
Mgmt
Intelligence
Time

3. Distributed
Capture
Evolu5on
End
Early
Customer
2010s
Field
Early
Agents
2000s
Field
Offices
Mid
Regional
1990s
Offices
Corporate
Headquarters
Early
1990s

4. The
changing
face
of
business
Cost
and
efficiency
The
workplace
Business
Staff
reduc5on,
compe55on,
skills
shortages,
budget
cuts,
mobile
working,
outsourcing
new
processes
&
technologies
Customer
expecta5ons
Governance
Visibility,
Instant
response,
compliance,
interac5on
by
email
auditability
&
Smartphone

5. Your
informa5on
arrives
in
many
kinds
of
documents
CUSTOMER
SERVICE
FINANCIALS
Correspondence
Invoices
New
accounts
Cash
receipts
Address
changes
Tax
documents
Service
requests
Proofs
of
delivery
Inquiries
Expense
accounts
SALES
HR
New
orders
Applica5on
forms
Contracts
Resumes/CVs
Proposals
Benefits
forms
Forecasts
Healthcare
forms
CORPORATE
AND…
Correspondence
Insurance
claims
Li5ga5on
Loan
applica5ons
Contracts
Accident
reports
Regulatory
Documents
Pa5ent
records
Policies
Proofs
of
residence

6. In
many
different
places

7. From
a
number
of
channels
Paper
documents
Social
collabora5on
Mobile
applica5ons
Electronic
formats

8. And
is
delivered
to
many
different
des5na5ons
Finance
Legal
Service
Admin
Mailroom
Logis;cs
Sales

9. Further
needs
to
capture
source
content
Paper
documents
Social
Paper
collabora5on
Fax
Email
SMS
Mobile
XML
applica5ons
Office
PDF
Social
Electronic
formats

10. Without
Kofax-­‐
Companies
spend
extra
resource…
Paper
Fax
Email
SMS
Understand
Decide
XML
Alfresco
Office
Portal
ERP/LOB/CRM
PDF
ECM/RM
Database
Social
What
is
it?
What
do
I
do
with
it?

11. Kofax
believe
in
Point
of
Origina5on
Capture
Paper
Fax
Email
BPM
SMS
Understand
Decide
XML
Alfresco
Understand
Office
INFORMATION
CAPTURE
Portal
ERP/LOB/CRM
Decide
PDF
ECM/RM
Database
Social
• To
improve
processing
5mes
&
Customer
sa5sfac5on
• To
drive
automa5on
&
save
costs
• To
improve
governance
&
risk
compliance

12. Point
of
Origina5on
–
Extending
Systems
&
Processes
Point
of
Origina;on
Electronic
Smart
phones
&
tablets
FAX
Systems
&
Processes
Smart
phones
&
Produc5on
tablets
scanners
Desktop
scanners
&
web
portals
MFPs
Field
Customer
Remote
Branch
Centralized
Back
workers
loca;ons
offices
office

13. Summary
on
Capture
Trends
• Central
vs
Distributed
vs
Hybrid
processing
• Inhouse
vs
Outsource
vs
Hybrid
solu5on
• Single
Process
vs
Mul5
purpose
• Single
loca5on
vs
Mul5site

14. Alfresco
–
Kofax
Collabora5on
Beber
Together!

15. …
to
Manage
Documents Mobile Web
Collaboration Email
Records Images
Workflow Digital
Assets
Cloud Social

16. The
Document Management
Alfresco
Plaeorm
Records Management
Web Content Services
Enterprise Collaboration
Open Source Platform

17. Alfresco
Enterprise
Content
Management
Image Document
Management Management
Content
Repository
Records Web Content
Management Management

18. Open
Source:
Overcoming
Barriers
to
Adop5on
ECM Revenues But the Enterprise
are Huge Sales Model
is Broken
• Only 5% of employees have been reached so far
• Cost is the primary barrier
• Open Source succeeds in commoditized markets: OS, DBMS, ECM
• Open Source is now acceptable (Gartner: “95% of G2000 by 2008”)
• Major ECM vendors (IBM, EMC, Microsoft, Oracle) are too busy
consolidating

19. Alfresco
System
Web Applications Knowledge Portals Web Services
App
Server
ERP
CRM
Portal
Server
Virtual File System
High Availability
FTP
CIFS
WebDAV

20. 2012

21. New
Use
Cases
and
Benefits
• B2B
Collabora;on
– Collaborate
on
content
between
businesses
and
employees
anywhere
with
easy
provisioning
and
complete
security
• Mobile
Work
– Manage,
access,
capture
and
collaborate
on
documents
on
the
go
more
efficiently
and
with
no
paper
• Mobile,
Paperless
Business
Processes
– Execute
more
efficient
processes
anywhere
without
being
bound
by
enterprise
infrastructure,
but
with
full
compliance
• Collabora;ve
Mee;ngs
– Conduct
more
produc5ve
mee5ngs
anywhere
by
using
the
full
power
of
mobile
devices
with
the
security
and
control
of
enterprise
systems

22. Combining
Private
&
Public
Cloud
Consultant
Customer
EU
Division
Sync
Workflo
w
Sync
US
Prof
Alfresco
in
the
cloud
Services
This
is
Cloud
Connected
Content
Offshore
Development

23. So
that
means…
• Contracts
• Transac5onal
documents
• Subpoenaed
documents
• Board
notes
• Legal
documents
• Standard
Opera5on
Procedures
• Merger
proposals
• Manufacturing
records
• Quality
cer5ficates
• Tes5mony
• Non-­‐repudia5on
evidence
• Manuals
• Digital
assets
• Freedom
of
informa5on
requests
• Adver5sing
videos
• Cer5ficates
of
authen5ca5on
• Personnel
informa5on
• Insurance
claims
• Pa5ent
records
• Proprietary
intellectual
property
• Customer
informa5on
• Scanned
invoices
• Secret
intelligence
• …
• Website
content
Other
than
that,
feel
free
to
put
it
in
Box
or
DropBox

24. What
Makes
Alfresco
Different
vs. legacy, proprietary ECM
We deliver fast ROI & flexibility
+ one platform spans cloud & on-premise
+ open source & open standards
+ low-cost subscription model & fast ROI
vs. cloud-only file sharing
We get the enterprise
+ metadata & business processes
+ security & compliance
+ customization & integration

25. Kofax
Demo
How
it
works

26. Claims
Process
Orchestra5on
-­‐
Kofax
Total
Agility
BPM:

40. Solu5on
Overview
Claims Handler Loss Adjuster Broker
Kofax Alfresco
Mobile Mobile
Capture
Kofax Kofax
TotalAgility Alfresco Transformation Alfresco Cloud
Management
On-premise
CMIS/WS Export Connector
And let’s not forget there’s
an e-mail server allowing
notifications Enterprise to Cloud Sync

41. QUESTIONS?