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Fujitsu Scanners/ReadSoft Forms
Classification and Document Automation
                 Webinar

                     Kevin Neal
      Product Manager – Production Scanners
     Fujitsu Computer Products of America, Inc.
            Imaging Products Group (IPG)



                  January 17, 2007
Agenda
•   Introductions of Fujitsu and ReadSoft
     – Kevin Neal, Fujitsu presenter
     – Megan Fowler, Fujitsu moderator
     – Bob Fresneda, ReadSoft presenter
•   Document Capture
•   Fujitsu scanners and ReadSoft DOCUMENTS for Invoices
•   Document Classification considerations
•   Trend toward Higher Resolution scanning
•   Information Extraction techniques
•   ReadSoft overview
     – DOCUMENTS overview
     – DOCUMENTS for Mailrooms
     – DOCUMENTS for Invoices
     – Corporate overview
•   Questions and Answers

                                 Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Document Capture

•   Document Capture directly effects the entire automation workflow
•   Document Capture begins with High Quality electronic images
•   High Quality electronic images improve automation success




•   Automation Success leads to improved business productivity
•   Business Productivity reduces costs and improves process
•   Improved Process creates a Business Advantage

         Document Capture is the on-ramp to Automation
                                    Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Invoice Processing
                                           Paped-based challenges
                       •    Manual sorting of documents
                       •    Keying/miskeying data into backend systems
                       •    Physical routing of documents/making copies
                       •    Lost/misplaced copies of invoices
                       •    Missing out on early pay discounts due to delays
                       •    Accidentally paying same invoice more than once
                       •    Faxing and/or shipping costs to route invoices




Preparation        Input            Capture                      Processing                 Presentation
 Doc Prep      High-Speed          OCR, OMR                        Storage                    Access
  Staples     Image Quality     Forms Processing                  Database                   Empower
Paperclips      Integration      Validate/Verify                  Archiving                   Efficient

Solving invoice challenges with Fujitsu and ReadSoft DOCUMENTS for Invoices
                                         Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Fujitsu/ReadSoft DOCUMENTS for Invoices
  Invoices
  Doc Prep
  Structure
    Color                                                           Scanning
 Paper Size
                                                                  Image Quality
   Quality
                                                                 Paper Handling
 Font Type
                                                                 300dpi Speeds



                        ERP System
                      Electronic Images
                          Metadata
                          Database


                                                                               ReadSoft DOCUMENTS
                                      SAP
                                                                                    for Invoices
                                                                                    Understand
                               Oracle
                             Financials
                                                                                      Capture
                                                                                      Process
Client Workstations

                                          Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Importance of Document Classification
Security = Rules based access or restriction of information
                                                              Information Silos
Searchability = Narrow searches enable more relevant data
Retention = Adhere to business policy or compliance regulations
                                                                                Human Resources
                    Human Resources


                    Accounting
                                                                                 Accounts Payable


                    Records Managers

                                                                                Shipping/Receiving

                    Business Management


                                                                                  Sales/Marketing
                    Customer Service


                                        Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Higher Resolution for Forms Processing
“Scanning at true 300 dpi optical resolution is very important. Scanning at a lower resolution
   and then using scanner software to increase the dpi later on does nothing for OCR. In
   cases where the font size of characters on an image are very small ( point size of 4 or
   less), scanning images in at 400 dpi can improve character recognition. This again would
   require a scanner that supports true 400 dpi optical resolution.”

Source: http://www.primerecognition.com/augprime/ocr_faq.htm


“The accuracy of the OCR systems declined dramatically when the resolution of the images
   was reduced from 300 to 200 dpi…”

Source: The Fourth Annual Test of OCR Accuracy ( http://www.isri.unlv.edu/downloads/AT-1995.pdf )




“Scan resolution: The number of dots per inch can affect the clarity of the image and accuracy
   of OCR. Recent tests found that reducing from 300 dpi to 200 dpi increased the OCR error
   rate for a complex document by 75%…”

Source: http://www.collectionscanada.ca/9/1/p1-236-e.html


                                                   Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Trends toward Higher Resolution Scanning

•   Increased accuracy
•   More automation techniques
•   Decreased storage costs
     – Affordability of magnetic storage, DVD, optical, etc.
•   Document Classification intelligence
     – Instructed Invoices
     – Semi-Structured Accounts Payable documents
     – Handprint Recognition
•   Rated scanning speeds – No speed degradation
     – No longer need to sacrifice throughput at 300 dots per inch
•   Bandwidth and Network Infrastructure
     – Corporate T1, OC3, DSL, Cable Modem, Wireless
•   Improved image compression


                                    Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Information Extraction



                                        Optical Mark Recognition
Imaging               Database fields
                                           (OMR) index fields

                                                                                Intelligent Character Recognition
                                                                                         (ICR) index fields

  Optical Character Recognition (OCR)
   makes documents fully searchable




          Legible signature
                                                                     SSN and contact information
                                                                        sent to database field


                                                  Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Importance of Image Quality

•   Anchor points to identify know form types
•   Forms processing accuracy
     – Optical Character Recognition
         • 300dpi drastically increases accuracy
                                                          Anchor Points for
     – Intelligent Character Recognition                 Forms Identification
     – Optical Mark Recognition
•   Database validation
     – Automatic record matching
•   Lack of Human Intervention
•   More accurate electronic reproduction of original documents
•   Image Enhancement
     – Automatic Orientation
     – Noise Removal
     – Deskew, Cropping, Intelligent Blank Page Removal, etc.

                                       Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Color Documents

•   Dropout Color options
     – Color reduction (background washout)




     – Forms outline removal




                                  Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Distributed or Centralized Scanning
                                                                                             Applications
       Way Bills                                                                             Legal Documents
       Bills of Lading                                                                       Employee Records
       Proof of Delivery                                                                     HR Forms
       Shipping Logs


                                                  HR
                                                                                      TeleCommuter
   Warehouse                    Shipping



                                  AP          General

Field Sales Person                                                                     Remote Office


    Expense Receipts
                                                                                   Invoices
    Customer Contracts
                                                                                   Freight Bills
    Credit Applications
                           Centralized Scanning Scenario                           Scan to E-mail
    Business Agreements
                                                                                   Document Distribution




                                           Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
Speed
                                           Fujitsu Scanner Line-up
100+
PPM


                                                                                                    fi-5900C $24,995
60
PPM
                                                                                        fi-4860C-VRS $17,995
                                                                        fi-5750C $7,995 fi-4860C2    $17,995
                                                                            -VRS $8,995
                                                            fi-5650C $5,995
40
                                                                 -VRS $6,995
PPM

                                              fi-4340C $4,995
                                fi-5530C $3,995

25
PPM
                   fi-5120C $1,195
                   fi-5220C $1,995


        fi-5110C $895
15
PPM
                              fi-60F A6 Flatbed
        fi-5015C
                                Scanner $395
         $695

               $1,000         $2,000       $4,000           $5,000             $8,000       $17,000       $25,000
More information

• Fujitsu Document Scanners
   – Web Site: http://www.fcpa.com
   – E-mail: ecmWebinars@fcpa.fujitsu.com
   – Phone: 888-425-8228



• ReadSoft DOCUMENTS
   – Web Site: http://www.readsoft.com
   – E-mail: info-us@readsoft.com
   – Phone: 888-READSOF(T) or 504-841-0100




                            Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar

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Fujitsu & Readsoft Forms Classification and Document Automation Webinar

  • 1. Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar Kevin Neal Product Manager – Production Scanners Fujitsu Computer Products of America, Inc. Imaging Products Group (IPG) January 17, 2007
  • 2. Agenda • Introductions of Fujitsu and ReadSoft – Kevin Neal, Fujitsu presenter – Megan Fowler, Fujitsu moderator – Bob Fresneda, ReadSoft presenter • Document Capture • Fujitsu scanners and ReadSoft DOCUMENTS for Invoices • Document Classification considerations • Trend toward Higher Resolution scanning • Information Extraction techniques • ReadSoft overview – DOCUMENTS overview – DOCUMENTS for Mailrooms – DOCUMENTS for Invoices – Corporate overview • Questions and Answers Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 3. Document Capture • Document Capture directly effects the entire automation workflow • Document Capture begins with High Quality electronic images • High Quality electronic images improve automation success • Automation Success leads to improved business productivity • Business Productivity reduces costs and improves process • Improved Process creates a Business Advantage Document Capture is the on-ramp to Automation Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 4. Invoice Processing Paped-based challenges • Manual sorting of documents • Keying/miskeying data into backend systems • Physical routing of documents/making copies • Lost/misplaced copies of invoices • Missing out on early pay discounts due to delays • Accidentally paying same invoice more than once • Faxing and/or shipping costs to route invoices Preparation Input Capture Processing Presentation Doc Prep High-Speed OCR, OMR Storage Access Staples Image Quality Forms Processing Database Empower Paperclips Integration Validate/Verify Archiving Efficient Solving invoice challenges with Fujitsu and ReadSoft DOCUMENTS for Invoices Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 5. Fujitsu/ReadSoft DOCUMENTS for Invoices Invoices Doc Prep Structure Color Scanning Paper Size Image Quality Quality Paper Handling Font Type 300dpi Speeds ERP System Electronic Images Metadata Database ReadSoft DOCUMENTS SAP for Invoices Understand Oracle Financials Capture Process Client Workstations Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 6. Importance of Document Classification Security = Rules based access or restriction of information Information Silos Searchability = Narrow searches enable more relevant data Retention = Adhere to business policy or compliance regulations Human Resources Human Resources Accounting Accounts Payable Records Managers Shipping/Receiving Business Management Sales/Marketing Customer Service Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 7. Higher Resolution for Forms Processing “Scanning at true 300 dpi optical resolution is very important. Scanning at a lower resolution and then using scanner software to increase the dpi later on does nothing for OCR. In cases where the font size of characters on an image are very small ( point size of 4 or less), scanning images in at 400 dpi can improve character recognition. This again would require a scanner that supports true 400 dpi optical resolution.” Source: http://www.primerecognition.com/augprime/ocr_faq.htm “The accuracy of the OCR systems declined dramatically when the resolution of the images was reduced from 300 to 200 dpi…” Source: The Fourth Annual Test of OCR Accuracy ( http://www.isri.unlv.edu/downloads/AT-1995.pdf ) “Scan resolution: The number of dots per inch can affect the clarity of the image and accuracy of OCR. Recent tests found that reducing from 300 dpi to 200 dpi increased the OCR error rate for a complex document by 75%…” Source: http://www.collectionscanada.ca/9/1/p1-236-e.html Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 8. Trends toward Higher Resolution Scanning • Increased accuracy • More automation techniques • Decreased storage costs – Affordability of magnetic storage, DVD, optical, etc. • Document Classification intelligence – Instructed Invoices – Semi-Structured Accounts Payable documents – Handprint Recognition • Rated scanning speeds – No speed degradation – No longer need to sacrifice throughput at 300 dots per inch • Bandwidth and Network Infrastructure – Corporate T1, OC3, DSL, Cable Modem, Wireless • Improved image compression Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 9. Information Extraction Optical Mark Recognition Imaging Database fields (OMR) index fields Intelligent Character Recognition (ICR) index fields Optical Character Recognition (OCR) makes documents fully searchable Legible signature SSN and contact information sent to database field Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 10. Importance of Image Quality • Anchor points to identify know form types • Forms processing accuracy – Optical Character Recognition • 300dpi drastically increases accuracy Anchor Points for – Intelligent Character Recognition Forms Identification – Optical Mark Recognition • Database validation – Automatic record matching • Lack of Human Intervention • More accurate electronic reproduction of original documents • Image Enhancement – Automatic Orientation – Noise Removal – Deskew, Cropping, Intelligent Blank Page Removal, etc. Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 11. Color Documents • Dropout Color options – Color reduction (background washout) – Forms outline removal Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 12. Distributed or Centralized Scanning Applications Way Bills Legal Documents Bills of Lading Employee Records Proof of Delivery HR Forms Shipping Logs HR TeleCommuter Warehouse Shipping AP General Field Sales Person Remote Office Expense Receipts Invoices Customer Contracts Freight Bills Credit Applications Centralized Scanning Scenario Scan to E-mail Business Agreements Document Distribution Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar
  • 13. Speed Fujitsu Scanner Line-up 100+ PPM fi-5900C $24,995 60 PPM fi-4860C-VRS $17,995 fi-5750C $7,995 fi-4860C2 $17,995 -VRS $8,995 fi-5650C $5,995 40 -VRS $6,995 PPM fi-4340C $4,995 fi-5530C $3,995 25 PPM fi-5120C $1,195 fi-5220C $1,995 fi-5110C $895 15 PPM fi-60F A6 Flatbed fi-5015C Scanner $395 $695 $1,000 $2,000 $4,000 $5,000 $8,000 $17,000 $25,000
  • 14. More information • Fujitsu Document Scanners – Web Site: http://www.fcpa.com – E-mail: ecmWebinars@fcpa.fujitsu.com – Phone: 888-425-8228 • ReadSoft DOCUMENTS – Web Site: http://www.readsoft.com – E-mail: info-us@readsoft.com – Phone: 888-READSOF(T) or 504-841-0100 Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar