Learn how these Intelligent Automation best practices can help you save time, money, and effort by freeing up your manually-driven and paper-based processes. Want to follow along with the webinar replay? Download it here for FREE: https://info.aiim.org/intelligent-automation-proven-practices-for-saving-time-money-and-effort

1. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Webinar Title
Presented DATE
Maximizing Workforce Capacity:
Proven Practices for Saving Time, Money, and Effort

2. Underwritten by:
Today’s Speakers
Kevin Craine, MBA
Content Strategist, AIIM
AIIM On Air Podcast Host
Tyler Suss
Product Marketing Director – Intelligent Automation
Kofax
Host: Theresa Resek, CIP
VP, Market Intelligence
AIIM

3. Underwritten by:
Kevin Craine, MBA
AIIM Content Strategist
AIIM On Air Podcast Host
Introducing our Featured Speaker

4. Underwritten by:
Time To Work Smarter
Covid-19 has made the
“impossible” suddenly
possible.
Organizations are
rethinking the way they
do business.
Digital Transformation is
now essential to survive
today, and compete in the
future.
To make a difference will
require building upon core
capabilities workers need
to get their work done.

5. Underwritten by:

6. Underwritten by:
Put “Intelligence” into Information Management
According to AIIM research,
58% of organizations are trying
to move up the information
management value chain.
On average, the volume of
incoming information will
grow from X to 4.5X in the
next two years.
On average, 57% of the
information that must be
managed is unstructured.
Digitizing, automating, and
integrating processes are the
top challenge for 46% of
organizations.

7. Underwritten by:
Time to End the Paper War
Despite digitization, a great deal of business still gets done at “the
speed of paper.”
Over 80% of firms still use paper checks to pay their suppliers.
(According to Corcentric).
Over 70% of invoices arrive via postal mail.
Over 40% are still delivered via fax machine.

8. Underwritten by:
Post-Pandemic Business
Organizations that work
at “the speed of paper”
will be rendered non-
competitive and
irrelevant.
Think beyond simply
scanning and email as
digital transformation.
Make every worker
count, doing high-value
activities.
Leverage “the new
normal” as a
competitive advantage.

9. Underwritten by:
Tyler Suss
Product Marketing Director
Intelligent Automation
Kofax
Introducing our Speaker

10. How are companies across
industries grappling with
the impact of Coronavirus?

11. Underwritten by:
COVID-19 Industry Impact

12. You say that
organizations must think
beyond simply scanning
paper and capturing
email as ‘digital
transformation’...and the
answer is intelligent
automation... What do
you mean by that?

13. Underwritten by:
Market Dynamics Shaping Digital Transformation
§ 80% of enterprise data is unstructured
§ Citizen developers will outnumber professional
developers 4x by 2023
§ 65% of applications will be low code by 2024
§ Gartner’s #1 Tech Trend of 2020 is
Hyperautomation
§ Executives expect automation to increase
workforce capacity 27% over next three years
Deloitte Automation with Intelligence: Reimagining the organization in the ‘Age of With’ and Gartner 2020 Tech Trends

14. Can you give me some
specific examples of how
intelligent automation can
be applied to overcome
the “new normal”
challenges?

15. Underwritten by:
Three Stages to Every Severe Market Crisis
How can we best respond?
Stage One: Initial Reaction
What is the “new normal”?
Stage Two: Sizing Up New Truths
How can we accelerate growth?
Stage Three: Winning in the Turn
Market
Value
Time
• Mitigation Plan
• Communicate to
Customers,
Partners and
market
• Define new normal
• Execute with fewer resources
and new remote workforce
• Engage customers digitally
• New product demand / mix
• Innovation
• Focused execution
• Portfolio/Product rationalization
Market
Impact
Time

16. How do I do it?
What are some best
practices for getting
started on an
Intelligent Automation
journey?
What should I look for
and do to promote
results?

17. Underwritten by:
Intelligent Automation Journey

18. What are some of the
risks that organizations
should avoid?

19. Underwritten by:
We found that 98% experienced challenges due to an unintegrated ‘point
solution’ approach to automation…
Which of the following challenges has your organization experienced with your automation technology?
2%
18%
31%
34%
38%
38%
43%
48%
48%
We have not experienced any challenges with our automation
technology.
We do not have clear purpose from executives on automation.
Our employees don't like the disruption to their routine.
We lack budget to build the automation platform we need.
We lack the budget to purchase the automation platform we need.
Users struggle to understand it.
Employees are concerned about automation hurting their job
importance.
Our employees lack the technical skills needed to navigate the
automation platform.
We have multiple technologies that are not well integrated.
Source: A commissioned study conducted by Forrester Consulting on behalf of Kofax, January 2020
Base: 450 automation and AI decision makers

20. What are some of the
tangible benefits of
using this approach to
intelligent
automation?

21. Underwritten by:
Intelligent Automation – an integrated platform approach

22. What should CIO’s,
technologists and
business leaders think
about and strategize
for now in order to be
prepared for a post-
pandemic business
landscape?

23. Underwritten by:
Companies that embrace digital first, focus on outcomes and invest in IA
platforms will improve their odds of Winning in the Turn
Best of Breed
Platform
Capacity-creating
Frictionless Experiences
Digital-First
Investment

24. Underwritten by:Underwritten by:
#2 of 18
Only vendor to score in top
three across all RPA use cases
and highest in AI, ML and NLP
Gartner Critical Capabilities
for Robotic Process Automation Dec 2019
Everest Intelligent Document Processing
Peak Matrix
Mar 2020
#1 overall score of 18 vendors

25. Underwritten by:
Why Kofax for Intelligent Automation?
Unlock Data with Powerful AI
Built-in Natural Language
Processing and Machine Learning,
rapidly unlocks value in business
data
Build Smarter and Faster
Low code capabilities enables
business users to build, deploy, and
manage workflows with ease
Enterprise Ready
Faster deployment with thin
client, services oriented
architecture
One Platform
Reduce costs and remove
operational obstacles, govern your
entire automation environment from
one platform
Leader in Intelligent
Document Processing
Market leader in Cognitive Capture &
OCR accuracy across all channels;
paper, email, mobile, and more…
Smart Integration
One-click connections to critical
systems, easier Integrations with no
coding

26. Underwritten by:
Why Kofax Intelligent Automation?
• Industry Leading AI out-of-the-box,
built in AI skills and recognized leading
NLP, ML, and document intelligence
capabilities
• Build and Deploy Automation Faster
with no-code and accelerated deployment
capabilities
• Control, Secure, and Govern a multi-
vendor automation environment from an
enterprise ready platform

27. Underwritten by:
Take the Next Step
Turn to AIIM as a resource for
research and learning
Talk with the Supplier
and Services Providers
Pick one thing we discussed today
and bring that back into your
organization to improve your
information management processes
and practices
Intelligent Information
Management begins with you

29. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information ManagementYour Digital Transformation begins with
Intelligent Information Management