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Building Efficient Workplace                Manojit Majumdar, Vice President – Channels - WW
Newgen at A Glance More than 19 Years of Business Process Management,  Document Management & Imaging Experience More than 800 BPM & DMS installations across 40  countries 100 mission-critical Cross-Industry deployments. Credited with some of the world’s largest deployments. Among the top 5 organizations in the world to be in the magic quadrant of Gartner for ECM and BPM Aiming to setup partner network in 40 countries Investors
Rare Product company to be in both ECM  & BPM Magic Quadrants ECM MQ 2010 “Newgen has developed a strong presence in EMEA as a vendor of transactional content platforms for large financial services institutions and business process outsourcers. Strong leadership and key accounts management, relevant technology and a services partner program that is paying global dividends ….” Source: Gartner ECM MQ 2010 BPM MQ 2010 “Newgen brings strong support for content interactions within the process (due to its heritage in the ECM market).  ,[object Object]
Newgen has a good focus on and an understanding of BPM needs in emerging geographies.
Newgen consultants are well-trained in the design and architecture of solutions using Newgen's BPMS.”Source: Gartner BPMS MQ 2010
Global Installation Base Middle East Bahrain	Oman Qatar 	Saudi Arabia Jordan 	Kuwait UAE The Americas USA Bermuda Caribbean Mexico Asia Malaysia 	China Pakistan 	Hong Kong Philippines 	India Indonesia	Japan Singapore 	Thailand Australia	Newzealand Africa Egypt	Namibia Ghana	Nigeria Kenya	South Africa Libya 	Tanzania Mauritius	 Europe Austria	Germany  Cyprus	Lithuania   Czech	Slovakia Denmark 	UK Finland
Some of Our Customers Banking &   Finance  Insurance BPO & Shared Services Telecom Others
SAP Image Enablement Connector SAP Connector to associate Images stored in DMS with SAP Objects. Associated Images can be accessed from SAP GUI. Newgen’s Shrink Wrap Products Scanning & Distributed Capture Tool for bulk & distributed scanning of paper documents. OmniScan can carry out scanning of documents in bulk in form of batches and export them to OmniDocs. Document Management System Platform for enterprise document  archival & record management.
OmniScan – Batch Scanning, indexing and image enhancement 0 Prepare for Scanning (Sorting) OmniDocs Electronic Document Images/Pre-Scanned Document Images Server 2 Indexing 3 Upload to  DMS Server Users View Documents Internet Intranet Users View Documents
0 Prepare for Scanning (Sorting) At Scan Station, it is recommended that scanning agents sorts the documents in pre defined sequence. Blank Page Separator Scanning agents can also insert blank page separators between sets of each document type. The same logic of document sequencing and blank page separator can be built in OmniScan for auto separation of documents Once the sorting and sets are complete, the Scanning will be performed using Newgen OmniScan
0 Prepare for Scanning (Sorting)
0 Prepare for Scanning (Sorting) Scanned images will be queued in OmniScan for Indexing
0 Prepare for Scanning (Sorting) Auto allocation of documents as per the pre-defined document sequencing Indexing form Thereafter Images can be directly exported to OmniDocs (DMS Server). The export can be configured to be in TIFF or PDF format.
0 Prepare for Scanning (Sorting) OmniDocs Secured Storage Server Scanned Documents along with Indexed Data is Uploaded to OmniDocs (Document Management System) OmniScan
Image Cleaning and Enhancement Auto/manual De-skew support Automatic removal of speckles from image Removal of unwanted border as a result of scanning a photocopied document Rotation of images from landscape to portrait Removal of horizontal and vertical lines of given thickness
OmniDocs – End User Desktop ,[object Object]
  Document Operations like Add, Modify, Delete etc.
  Check-In, Check-Out & Versioning.
  Rights on Folders & Documents.,[object Object],[object Object]
Apply Annotations & Notes,[object Object]
Starting Point : Using OmniScan & OmniDocs Global Entertainment Organization : Use it for archival of Financial documents, legal documents, vendor related documents, lease agreements, contract documents. Product : 20 User license of OmniDocs and OmniScan for six years now A Real Estate organization – They are builders and into real estate business. All documents starting from booking to possession gets scanned and stored for reference. Product: 5 User OmniScan and OmniDocs for the past two years NGO in Wild Life: This is for keeping track of all paper clippings for future reference. Product: 5 user license of  OmniDocs and OmniScan for past 3 years. Police Organization –Store information on people whom they want to track over a given period of time. Also track important events Product : 5 User License of OmniScan and OmniDocs for the last 6 years Paints and Chemicals: Manuals of different processes and managing confidential documents. Product : 20 User License of OmniDocs and OmniScan
Starting Point – Using OmniScan & OmniDocs A Bank : Scan and store the vendor PO’s. Managing documents for quality surveillance audit. Product : 5 user license of OmniDocs and OmniScan Any Banking or Non Banking Financial Institution : Information related to KYC (Know your Customer),  Account Opening, Loan Documents Product : 5 user license of OmniDocs and OmniScan. Management Institute : Manage clippings of important articles and allow the students to view them sitting across the campus. Product : 50 user of OmniDocs since 2003. Boarding School : They store all students history and maintain that for future reference. This also includes their medical history. Product :  10 User license of OmniScan and OmniDocs since 2003. Telecom: Invoices and all HR related documents are archived. Product : 10 user license of OmniDocs and OmniScan since 2008.  Telecom :They basically manage CAF – customer application form through this. Product: 10 user license of OmniScan and OmniDocs since 2004.   
Employees from different Departments access SAP System for various Transactions Databas Application Server Database Server
These Documents generally move Physically between various Employees. Databas Application Server Database Server
These Documents generally move Physically between various Employees Departments Production Purchase Finance & Accounts Quality
Unit -2 These Documents generally move Physically between various Employees Departments & Locations Unit -3 Unit -1 HQ
Challenges ,[object Object]
 Time & Resource Wastage
 Long Hold or Wait periods
 Documents Duplication
 Documents are lost or stolen
 Documents are Misfiled
 Audit & Compliance Issues
 Difficult to search and retrieve documents
 Difficult to  link related documents
 Wastage of resources in document copying & distribution to multiple people
 Time consuming & rigorous document trackingDatabas Application Server Database Server
To over come these, some organizations Attach electronic copies of documents to their SAP system. Database Health Check Processor Speed System Load Database Size 156.9GB Databas Application Server Database Server

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Building Efficient Workplaces with Document Management

  • 1. Building Efficient Workplace Manojit Majumdar, Vice President – Channels - WW
  • 2. Newgen at A Glance More than 19 Years of Business Process Management, Document Management & Imaging Experience More than 800 BPM & DMS installations across 40 countries 100 mission-critical Cross-Industry deployments. Credited with some of the world’s largest deployments. Among the top 5 organizations in the world to be in the magic quadrant of Gartner for ECM and BPM Aiming to setup partner network in 40 countries Investors
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  • 4. Newgen has a good focus on and an understanding of BPM needs in emerging geographies.
  • 5. Newgen consultants are well-trained in the design and architecture of solutions using Newgen's BPMS.”Source: Gartner BPMS MQ 2010
  • 6. Global Installation Base Middle East Bahrain Oman Qatar Saudi Arabia Jordan Kuwait UAE The Americas USA Bermuda Caribbean Mexico Asia Malaysia China Pakistan Hong Kong Philippines India Indonesia Japan Singapore Thailand Australia Newzealand Africa Egypt Namibia Ghana Nigeria Kenya South Africa Libya Tanzania Mauritius Europe Austria Germany Cyprus Lithuania Czech Slovakia Denmark UK Finland
  • 7. Some of Our Customers Banking & Finance Insurance BPO & Shared Services Telecom Others
  • 8. SAP Image Enablement Connector SAP Connector to associate Images stored in DMS with SAP Objects. Associated Images can be accessed from SAP GUI. Newgen’s Shrink Wrap Products Scanning & Distributed Capture Tool for bulk & distributed scanning of paper documents. OmniScan can carry out scanning of documents in bulk in form of batches and export them to OmniDocs. Document Management System Platform for enterprise document archival & record management.
  • 9. OmniScan – Batch Scanning, indexing and image enhancement 0 Prepare for Scanning (Sorting) OmniDocs Electronic Document Images/Pre-Scanned Document Images Server 2 Indexing 3 Upload to DMS Server Users View Documents Internet Intranet Users View Documents
  • 10. 0 Prepare for Scanning (Sorting) At Scan Station, it is recommended that scanning agents sorts the documents in pre defined sequence. Blank Page Separator Scanning agents can also insert blank page separators between sets of each document type. The same logic of document sequencing and blank page separator can be built in OmniScan for auto separation of documents Once the sorting and sets are complete, the Scanning will be performed using Newgen OmniScan
  • 11. 0 Prepare for Scanning (Sorting)
  • 12. 0 Prepare for Scanning (Sorting) Scanned images will be queued in OmniScan for Indexing
  • 13. 0 Prepare for Scanning (Sorting) Auto allocation of documents as per the pre-defined document sequencing Indexing form Thereafter Images can be directly exported to OmniDocs (DMS Server). The export can be configured to be in TIFF or PDF format.
  • 14. 0 Prepare for Scanning (Sorting) OmniDocs Secured Storage Server Scanned Documents along with Indexed Data is Uploaded to OmniDocs (Document Management System) OmniScan
  • 15. Image Cleaning and Enhancement Auto/manual De-skew support Automatic removal of speckles from image Removal of unwanted border as a result of scanning a photocopied document Rotation of images from landscape to portrait Removal of horizontal and vertical lines of given thickness
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  • 17. Document Operations like Add, Modify, Delete etc.
  • 18. Check-In, Check-Out & Versioning.
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  • 21. Starting Point : Using OmniScan & OmniDocs Global Entertainment Organization : Use it for archival of Financial documents, legal documents, vendor related documents, lease agreements, contract documents. Product : 20 User license of OmniDocs and OmniScan for six years now A Real Estate organization – They are builders and into real estate business. All documents starting from booking to possession gets scanned and stored for reference. Product: 5 User OmniScan and OmniDocs for the past two years NGO in Wild Life: This is for keeping track of all paper clippings for future reference. Product: 5 user license of  OmniDocs and OmniScan for past 3 years. Police Organization –Store information on people whom they want to track over a given period of time. Also track important events Product : 5 User License of OmniScan and OmniDocs for the last 6 years Paints and Chemicals: Manuals of different processes and managing confidential documents. Product : 20 User License of OmniDocs and OmniScan
  • 22. Starting Point – Using OmniScan & OmniDocs A Bank : Scan and store the vendor PO’s. Managing documents for quality surveillance audit. Product : 5 user license of OmniDocs and OmniScan Any Banking or Non Banking Financial Institution : Information related to KYC (Know your Customer), Account Opening, Loan Documents Product : 5 user license of OmniDocs and OmniScan. Management Institute : Manage clippings of important articles and allow the students to view them sitting across the campus. Product : 50 user of OmniDocs since 2003. Boarding School : They store all students history and maintain that for future reference. This also includes their medical history. Product : 10 User license of OmniScan and OmniDocs since 2003. Telecom: Invoices and all HR related documents are archived. Product : 10 user license of OmniDocs and OmniScan since 2008. Telecom :They basically manage CAF – customer application form through this. Product: 10 user license of OmniScan and OmniDocs since 2004.  
  • 23. Employees from different Departments access SAP System for various Transactions Databas Application Server Database Server
  • 24. These Documents generally move Physically between various Employees. Databas Application Server Database Server
  • 25. These Documents generally move Physically between various Employees Departments Production Purchase Finance & Accounts Quality
  • 26. Unit -2 These Documents generally move Physically between various Employees Departments & Locations Unit -3 Unit -1 HQ
  • 27.
  • 28. Time & Resource Wastage
  • 29. Long Hold or Wait periods
  • 31. Documents are lost or stolen
  • 32. Documents are Misfiled
  • 33. Audit & Compliance Issues
  • 34. Difficult to search and retrieve documents
  • 35. Difficult to link related documents
  • 36. Wastage of resources in document copying & distribution to multiple people
  • 37. Time consuming & rigorous document trackingDatabas Application Server Database Server
  • 38. To over come these, some organizations Attach electronic copies of documents to their SAP system. Database Health Check Processor Speed System Load Database Size 156.9GB Databas Application Server Database Server
  • 39. But this can increase the size of Database servers. Database Health Check Processor Speed System Load Database Size 15.9 TB Application Server Database Server Database Server And Reduce the Performance Drastically
  • 40.
  • 41. Drastic reduction in Database performance
  • 42. Inability to retain older data Online for longer periods
  • 43. Long & Slower Database Backups
  • 44. Direct increase in Back Up Cost (Tape Drives etc)
  • 45. Documents are accessible only through SAP GUI
  • 46. Tedious process of one-by-one linking documents by individuals
  • 47. Inability to store Non-SAP documents.
  • 48. No provision for Departments not using SAP.Database Health Check Processor Speed System Load Database Size 15.9 TB Application Server Database Server Database Server
  • 49. With Newgen’s Document Archival System for SAP, users can simply attach documents with various SAP Business Objects Document Archival System SAP Certified Connector But all the documents will be stored in the Backend Document Archival System Databas Application Server Database Server
  • 50. Thus Leveraging Faster and Leaner Database Document Archival System Database Health Check SAP Certified Connector Processor Speed System Load Database Size Databas 156.9 GB Application Server Database Server
  • 51. Also Newgen’s Scan & Post engine facilitates CentralizedBulk Scanning & Indexing of documents. Document Archival System SAP Certified Connector Databas Application Server Database Server
  • 52. Based on the indexed Data, the documents get directly linked to designated SAP Business Objects Document Archival System SAP Certified Connector Databas Application Server Database Server
  • 53. SAP Business users can directly View the documents from SAP GUI, linked to the specified Business Objects Document Archival System SAP Certified Connector Databas Application Server Database Server
  • 54. Scanning work can be performed by a less expensive resource, or can even outsourced. Document Dedicated scanning agent will be more Productive , Efficient and Faster. Archival System A Study shows on an average every Business User waste 6.5 Hours per Week in various document handling, copying & searching activities. Thus increases over all productivity of the Business Users SAP Certified Connector Also documents linked directly to SAP business objects, solves various compliance and auditing issues. Databas Application Server Database Server
  • 55. Apart from viewing Documents from SAP GUI, authorized Users can even directly Search, View & Attach documents from Newgen Document Archival System’s GUI Document Archival System
  • 56. This Facilitates users to view documents even without opening SAP GUI. Document Allows Users /Departments, not using SAP system to Archive there Documents. Archival System Acts as a common repository for both SAP and Non-SAP Documents Saves SAP licensing cost, for certain Users for various document viewing and attaching needs.
  • 57. Starting Point – Using SAP Image Connector Organization selling Earth Moving Equipments: Managing order processing and Vendor payment process. Linked it with SAP to see the documents on a click.Scanning is done at multiple locations and viewing of the same can be done in the department concerned. Productivity of the sales team went up and errors in delivery and vendor payment reduced. Product : OmniDocs, OmniScan and SAP Image Enablement Manufacturing Organization with 32 offices: SAP streamlined the processes however access of documents for different aspects of business remained a challenge. The solution helped resolve the solution. Product :OmniDocsand OmniScanand SAP Image enablement solution  
  • 58. SAP Image Enablement & Enterprise Document Archival Newgen Partner Portal Visit http://partner.newgensoft.com Click on Register Now
  • 59. THANK YOU www.newgensoft.com/partners Ph: +91 11 407 73 791