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Canon Information Management evenement 
Düsseldorf 
26 november 2014 
Canon Document Process Automation
Canon Document Process Automation 
Grote organisaties worden in toenemende mate geconfronteerd met nieuwe communicatiekanalen die hun klanten willen gebruiken: naast de traditionele post ook e-mail, Twitter, myURL en mobiel. Dit geldt ook voor bedrijf kritische documenten zoals afschriften, polissen en nota’s. Door deze toenemende complexiteit wordt het steeds moeilijker om regie te houden, huisstijlen te bewaken en compliancy aan te tonen. Document Process Automation oplossingen kunnen een organisatie helpen om dit probleem op te lossen. 
In deze presentatie worden enkele internationale onderzoeken behandeld die aantonen wat o.a. de voordelen van document proces automatisering zijn. 
De Duitse verzekeraar WWK Lebensversicherung verteld over hun ervaringen met een Document Proces Automation oplossing van Canon die zij gebruiken om gecontroleerd hun business critical printwerk uit te besteden . 
Wilt u meer weten? Neem contact op met Canon Nederland. Tel. 073-6815815. 
Canon for Business 2014 
Op 26 november 2014 vond in Düsseldorf het tweede internationale evenement over Information Management plaats, georganiseerd door Canon. 
Op het evenement waren diversen parallelsessies over specifieke onderwerpen waarbij externe experts en klanten van Canon vertelden over trends en ervaringen.
DOCUMENT PROCESS AUTOMATION 
OPTIMISE YOUR OUTBOUND DOCUMENT PROCESSES FOR COMPLETE CONTROL AND COMPLIANCE 
Please select GROUP A on your iPad before start 
HAN BEUTEN RUDOLF WOLF 
MANAGER CCM/DPA SOLUTIONS & SERVICES, ZENTRALE DIENST – BESCHAFFUNG LOGISTIEK SERVICES CANON EUROPE WWK LEBENSVERSICHERUNG
AGENDA 
Market Trends It’s a changing world! What ‘s the impact on your document production? 
The Success Stories WWK: Never change a winning team, never touch a running system 
Canon’s View on DPA Optimise your document processes with a single point of control 
Summary Learn more about our solutions in the consulting area
Document Process Automation? 
“Focus on outbound document processes” 
Control, secure, and optimize 
the generation, production, and distribution 
of outbound business critical documents like 
Invoices 
Delivery Notes 
Invites 
Statements 
Questionnaires 
mailings 
handbooks 
exams 
cards 
reports
Effectivity 
Flexibility 
Differentiation 
Customer/employee 
Efficiency Control 
Compliance 
Back-office 
Major impact by today’s trends and challenges 
It is a rapidly changing world!
But… is today’s infrastructure ready? 
Process ApplicationsData objectsStructureddoccreationSearchAccessVersioningStoreArchiveWorkflowInvoiceOracle SalesforceSiebel OfferContractPearlchainEloquaInquiraQvidianSales infoProject DocsManualsAR InvoiceAP InvoicePO confirmInteractive doccreationDemantra 
Multiple 
Backoffice systems 
Islands of 
document solutions 
Legacy systems 
and datastreams 
“Don’t fight tomorrow’s war with yesterday’s technology” 
Strategic CIO issues for 2014, Forbes, Bob Evans (Oracle)
An example… the invoice 
Multiple… 
• 
Systems 
• 
Locations 
• 
Processes 
• 
Templates 
• 
…
How can I respond to future trends and challenges within my current document infrastructure? 
Or… 
How can I satisfy the needs of my stakeholders in our current document processes? 
IT 
Marketing 
Finance 
Logistics 
MarComs 
Support 
Legal 
The Manager IM/DM:
INFORMATION AT WORK 
WWK 
Never change a winning team! 
Never touch a running system!
WWK Lebensversicherung a.G. 
• 
is a mutual insurance group 
• 
founded in 1884 
• 
gross written premiums of EUR 1.077b in 2013 
• 
1.500 employees in HQs (Munich) + 1.000 agents in 60 WWK-sales offices (DE + AT) + 6.000 IFA 
• 
WWK strategy: Stay in this legal form, ensure complete independenceIndustry/Segment Challenges: 
• 
Decrease in interest rates 
• 
Rules for transparency and recalculation of valuation reserves will impact business in 2015
1.The importance of documents 
We are sending Millions of documents to our 
customers per year. 
These documents are essential for our business. 
It is crucial that the right document reaches the right customer at the right time! 
WWK-Documents 
• 
Contracts 
• 
Contract Amendments 
• 
General Information 
• 
Legal information 
• 
Date information 
• 
Invoices 
• 
Commissions 
► 
Print-volume is volatile / high peaks  external print partner!
2.Challenges – for business & information management 
1st outsourcing project started in 2000 
 
completely based on an analog job ticket-description. 
 
HOST and client-server based business-process application ran two specific print-outputsolutions but both HP-PCLAll night, IT operating staff took care for 
 
preparing and sending data to the print provider 
 
no feedback from print floor or production floor. 
 
no detailed accounting, no technical feedback to the business application. 
“We had to believe: 
all files (p.a. 80,000) were processed, all (30 Mil) pages were printed and all (20 Mil) A4 sheets were in the right envelope.”
3.Involved functions/departments 
WWK stakeholder were aware of that limitations and desired: 
 
Revisor and data protection: compliance to security regulations (data and data processing) 
 
Service manager: desired internal company standard 
 
Operational Department: status on document level 
 
IT: state of the art automated unlimited job-management 
 
Purchasing Department: Bigger range of suppliers when put out to tender.
4.Project phases 
In 2010, WWK asked for an implementation concept 
 
we checked two proposals for solution 
 
we decided for Océ/Canon as prime contractor 
 
we did some testing 
 
we made a project plan to implement the Canon solutionand required additional functions in WWK environment
4.Project phases 
meantime, the (1st) outsourcing partner decided to withdraw due to reorganization reasons from the contract within 9 month …we were in a hurry 
 
the new outsourcing partner was ready to take over WWK print and documentvolume, but not based on an analogue job ticket process 
 
on top the document-composition software needed an update 
 
the most important document, the insurance policy, was redesigned by marketing
Input Data 
INPUT 
OUTPUT 
MANAGE 
Output Data 
Internal Software applications 
WWK-Documents 
• 
Contracts 
• 
Amendments 
• 
General Information 
• 
Date information 
• 
Invoices 
• 
Commissions 
HOST files PDF PCL 
Converting of application data (Host) Add barcodes Integration of meta data Accounting information Campaign management 
Output Data stream 
+ 
Target-list 
Definition: How to be printed 
External Print Partner 
• 
Digital postage payments 
• 
Print 
• 
Postage neutral inserts 
• 
Enveloping 
• 
Posting 
Status-list What has been printed 
Accounting 
Cost allocation 
Payment 
5.The solution
6.ROI some examples 
 
Time: We migrated to the new print provider supported byCanon within 4 months only. While an another customer of our 1st outsourcing partner startedits migration project earlier but did not finish within a year. 
 
Optimized Human Resources: 3 people are running WWK daily output - business, most of all modifications were doneby this team (no external consultants) 
 
Cash discount: payments process to print partner much quicker due to meta data, invoiceverification is easy. WWK is saving monthly max. discount (p.a. 15,000€) 
 
Reduction on postage cost: enclose advertising materials without impact on postage charge(150,000€ in 2014)
7.Next steps 
 
We will replace the HOST-based file converter (LIP2PCL), but without touchingworkflow or business processes. 
 
We will „print“ documents to a WWK - CIP „customer information portal“ equal tothe existing „hard copy“ – channel, also without touching workflow or businessprocessesThanks to good interfaces and a flexible solution based on Canon!
 
We defined o n e WWK-standard (quality, security, safety, performance) for all existing andupcoming midvol and highvol document-solutions 
 
WWK is independent regarding print- and document processes 
 
ROI: quick and measurable you can touch - but never change such a good system! Thanks to Claus Weindl Business Consultant Information Management Solutions Business Sales Development Canon Deutschland GmbH 
8.Summary
Canon’s view: Optimise your document processes with a single point for control 
Four key topics 
AUTOMATION 
INTEGRATION 
VALIDATION 
UTILIZATION 
• 
Minimize manual work 
• 
Reduce errors 
• 
Speed up process 
• 
Integrate multiple in/out’s 
• 
Integrate with enterprise systems 
• 
Avoid islands of automation 
• 
Monitor end-to-end 
• 
Track & trace progress 
• 
Secure compliancy 
• 
Easy setup by key-user 
• 
Offer flexibility to changes 
• 
Be future proof
Some more examples (demonstrated in the consultancy area) 
AUTOMATION 
INTEGRATION 
VALIDATION 
UTILIZATION 
End-to-end production of personalized exams just once! 
Fully automated localized just-in-time handbook production 
SAP closed loop 
multi-channel 
invoice generation 
Flexible optimized 
delivery notes 
processing
Process logic 
Canon’s concept “A single point of control” 
Step 3 
Step 5 
Step 1 
Step 2 
Step 4 
Step 3 
Step 5 
Step 1 
Step 2 
Step 4
An example… delivery notes processing 
Single point of Control 
Monitor & Report 
Generate 
Order Picking 
Deliver 
Archiving 
Delivery Note
Deliver 
Generate 
Generate 
An example… delivery notes processing 
Single point of Control 
Monitor 
& Report 
Order 
Picking 
Deliver 
Archiving 
Generate 
SubmitPrint OffsetDevice YImpositioningSize>1000 pages: OffsetFormatPrint digital< 1000 pages: DigitalPrint Offset4up8upDevice XMIS feedbackforinvoicingReceiveFTPReceiveEmailReceiveMIS/ ERPProcessincomingdataUnZIPClassifyPDFTIFFNativeFolder PDFFolder TIFFFolder NativeSubmitPreflightManual checkingbyoperatorPreflightStartCall PitStopServerSizePDF okInformoperatingStatus toMISPDF warningPDF not okLog errorRejectPDFStatus toMIS 
Start Customer AOrder management(sort& process) BoDWorkflowPreflight& ReportStart Customer BOrder management(sort& process) BoDWorkflow
A clear value add for both Business and IT 
Cost Saving 
Investment 
Protection 
Security 
Flexibility 
Open for future requirements 
Reuse of applications and workflows 
End-to-end monitoring, reporting 
Automation reduces errors 
Any time, any place, any channel 
Dynamic design, automatic merge 
Scalable in functionality & pricing 
Minimized manual steps & scripting 
Efficiency 
Control 
Security 
Effectivity 
Flexibility 
Differentiation
Whatever trend or need, I’m confident we can control it with our DPA solution in a most productive and compliant way! 
The Manager IM/DM: 
Cross Media 
Multi Channel 
Direct Mail 
Customer Communications Management 
Marketing Automation 
Book Production
Let us show you how we can help you grow your business! 
• 
Deliver ExceptionalCustomer Experience 
• 
Gain CompetitiveAdvantage 
• 
Meet RegulatoryCompliance
And after today’s event,
DOCUMENT PROCESS AUTOMATION 
QUESTIONS? 
THANK YOU VERY MUCH
DOCUMENT PROCESS AUTOMATION 
THANK YOU VERY MUCH

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Information at Work: Document Process Automation

  • 1. Canon Information Management evenement Düsseldorf 26 november 2014 Canon Document Process Automation
  • 2. Canon Document Process Automation Grote organisaties worden in toenemende mate geconfronteerd met nieuwe communicatiekanalen die hun klanten willen gebruiken: naast de traditionele post ook e-mail, Twitter, myURL en mobiel. Dit geldt ook voor bedrijf kritische documenten zoals afschriften, polissen en nota’s. Door deze toenemende complexiteit wordt het steeds moeilijker om regie te houden, huisstijlen te bewaken en compliancy aan te tonen. Document Process Automation oplossingen kunnen een organisatie helpen om dit probleem op te lossen. In deze presentatie worden enkele internationale onderzoeken behandeld die aantonen wat o.a. de voordelen van document proces automatisering zijn. De Duitse verzekeraar WWK Lebensversicherung verteld over hun ervaringen met een Document Proces Automation oplossing van Canon die zij gebruiken om gecontroleerd hun business critical printwerk uit te besteden . Wilt u meer weten? Neem contact op met Canon Nederland. Tel. 073-6815815. Canon for Business 2014 Op 26 november 2014 vond in Düsseldorf het tweede internationale evenement over Information Management plaats, georganiseerd door Canon. Op het evenement waren diversen parallelsessies over specifieke onderwerpen waarbij externe experts en klanten van Canon vertelden over trends en ervaringen.
  • 3. DOCUMENT PROCESS AUTOMATION OPTIMISE YOUR OUTBOUND DOCUMENT PROCESSES FOR COMPLETE CONTROL AND COMPLIANCE Please select GROUP A on your iPad before start HAN BEUTEN RUDOLF WOLF MANAGER CCM/DPA SOLUTIONS & SERVICES, ZENTRALE DIENST – BESCHAFFUNG LOGISTIEK SERVICES CANON EUROPE WWK LEBENSVERSICHERUNG
  • 4. AGENDA Market Trends It’s a changing world! What ‘s the impact on your document production? The Success Stories WWK: Never change a winning team, never touch a running system Canon’s View on DPA Optimise your document processes with a single point of control Summary Learn more about our solutions in the consulting area
  • 5. Document Process Automation? “Focus on outbound document processes” Control, secure, and optimize the generation, production, and distribution of outbound business critical documents like Invoices Delivery Notes Invites Statements Questionnaires mailings handbooks exams cards reports
  • 6. Effectivity Flexibility Differentiation Customer/employee Efficiency Control Compliance Back-office Major impact by today’s trends and challenges It is a rapidly changing world!
  • 7. But… is today’s infrastructure ready? Process ApplicationsData objectsStructureddoccreationSearchAccessVersioningStoreArchiveWorkflowInvoiceOracle SalesforceSiebel OfferContractPearlchainEloquaInquiraQvidianSales infoProject DocsManualsAR InvoiceAP InvoicePO confirmInteractive doccreationDemantra Multiple Backoffice systems Islands of document solutions Legacy systems and datastreams “Don’t fight tomorrow’s war with yesterday’s technology” Strategic CIO issues for 2014, Forbes, Bob Evans (Oracle)
  • 8. An example… the invoice Multiple… • Systems • Locations • Processes • Templates • …
  • 9. How can I respond to future trends and challenges within my current document infrastructure? Or… How can I satisfy the needs of my stakeholders in our current document processes? IT Marketing Finance Logistics MarComs Support Legal The Manager IM/DM:
  • 10. INFORMATION AT WORK WWK Never change a winning team! Never touch a running system!
  • 11. WWK Lebensversicherung a.G. • is a mutual insurance group • founded in 1884 • gross written premiums of EUR 1.077b in 2013 • 1.500 employees in HQs (Munich) + 1.000 agents in 60 WWK-sales offices (DE + AT) + 6.000 IFA • WWK strategy: Stay in this legal form, ensure complete independenceIndustry/Segment Challenges: • Decrease in interest rates • Rules for transparency and recalculation of valuation reserves will impact business in 2015
  • 12. 1.The importance of documents We are sending Millions of documents to our customers per year. These documents are essential for our business. It is crucial that the right document reaches the right customer at the right time! WWK-Documents • Contracts • Contract Amendments • General Information • Legal information • Date information • Invoices • Commissions ► Print-volume is volatile / high peaks  external print partner!
  • 13. 2.Challenges – for business & information management 1st outsourcing project started in 2000  completely based on an analog job ticket-description.  HOST and client-server based business-process application ran two specific print-outputsolutions but both HP-PCLAll night, IT operating staff took care for  preparing and sending data to the print provider  no feedback from print floor or production floor.  no detailed accounting, no technical feedback to the business application. “We had to believe: all files (p.a. 80,000) were processed, all (30 Mil) pages were printed and all (20 Mil) A4 sheets were in the right envelope.”
  • 14. 3.Involved functions/departments WWK stakeholder were aware of that limitations and desired:  Revisor and data protection: compliance to security regulations (data and data processing)  Service manager: desired internal company standard  Operational Department: status on document level  IT: state of the art automated unlimited job-management  Purchasing Department: Bigger range of suppliers when put out to tender.
  • 15. 4.Project phases In 2010, WWK asked for an implementation concept  we checked two proposals for solution  we decided for Océ/Canon as prime contractor  we did some testing  we made a project plan to implement the Canon solutionand required additional functions in WWK environment
  • 16. 4.Project phases meantime, the (1st) outsourcing partner decided to withdraw due to reorganization reasons from the contract within 9 month …we were in a hurry  the new outsourcing partner was ready to take over WWK print and documentvolume, but not based on an analogue job ticket process  on top the document-composition software needed an update  the most important document, the insurance policy, was redesigned by marketing
  • 17. Input Data INPUT OUTPUT MANAGE Output Data Internal Software applications WWK-Documents • Contracts • Amendments • General Information • Date information • Invoices • Commissions HOST files PDF PCL Converting of application data (Host) Add barcodes Integration of meta data Accounting information Campaign management Output Data stream + Target-list Definition: How to be printed External Print Partner • Digital postage payments • Print • Postage neutral inserts • Enveloping • Posting Status-list What has been printed Accounting Cost allocation Payment 5.The solution
  • 18. 6.ROI some examples  Time: We migrated to the new print provider supported byCanon within 4 months only. While an another customer of our 1st outsourcing partner startedits migration project earlier but did not finish within a year.  Optimized Human Resources: 3 people are running WWK daily output - business, most of all modifications were doneby this team (no external consultants)  Cash discount: payments process to print partner much quicker due to meta data, invoiceverification is easy. WWK is saving monthly max. discount (p.a. 15,000€)  Reduction on postage cost: enclose advertising materials without impact on postage charge(150,000€ in 2014)
  • 19. 7.Next steps  We will replace the HOST-based file converter (LIP2PCL), but without touchingworkflow or business processes.  We will „print“ documents to a WWK - CIP „customer information portal“ equal tothe existing „hard copy“ – channel, also without touching workflow or businessprocessesThanks to good interfaces and a flexible solution based on Canon!
  • 20.  We defined o n e WWK-standard (quality, security, safety, performance) for all existing andupcoming midvol and highvol document-solutions  WWK is independent regarding print- and document processes  ROI: quick and measurable you can touch - but never change such a good system! Thanks to Claus Weindl Business Consultant Information Management Solutions Business Sales Development Canon Deutschland GmbH 8.Summary
  • 21. Canon’s view: Optimise your document processes with a single point for control Four key topics AUTOMATION INTEGRATION VALIDATION UTILIZATION • Minimize manual work • Reduce errors • Speed up process • Integrate multiple in/out’s • Integrate with enterprise systems • Avoid islands of automation • Monitor end-to-end • Track & trace progress • Secure compliancy • Easy setup by key-user • Offer flexibility to changes • Be future proof
  • 22. Some more examples (demonstrated in the consultancy area) AUTOMATION INTEGRATION VALIDATION UTILIZATION End-to-end production of personalized exams just once! Fully automated localized just-in-time handbook production SAP closed loop multi-channel invoice generation Flexible optimized delivery notes processing
  • 23. Process logic Canon’s concept “A single point of control” Step 3 Step 5 Step 1 Step 2 Step 4 Step 3 Step 5 Step 1 Step 2 Step 4
  • 24. An example… delivery notes processing Single point of Control Monitor & Report Generate Order Picking Deliver Archiving Delivery Note
  • 25. Deliver Generate Generate An example… delivery notes processing Single point of Control Monitor & Report Order Picking Deliver Archiving Generate SubmitPrint OffsetDevice YImpositioningSize>1000 pages: OffsetFormatPrint digital< 1000 pages: DigitalPrint Offset4up8upDevice XMIS feedbackforinvoicingReceiveFTPReceiveEmailReceiveMIS/ ERPProcessincomingdataUnZIPClassifyPDFTIFFNativeFolder PDFFolder TIFFFolder NativeSubmitPreflightManual checkingbyoperatorPreflightStartCall PitStopServerSizePDF okInformoperatingStatus toMISPDF warningPDF not okLog errorRejectPDFStatus toMIS Start Customer AOrder management(sort& process) BoDWorkflowPreflight& ReportStart Customer BOrder management(sort& process) BoDWorkflow
  • 26. A clear value add for both Business and IT Cost Saving Investment Protection Security Flexibility Open for future requirements Reuse of applications and workflows End-to-end monitoring, reporting Automation reduces errors Any time, any place, any channel Dynamic design, automatic merge Scalable in functionality & pricing Minimized manual steps & scripting Efficiency Control Security Effectivity Flexibility Differentiation
  • 27. Whatever trend or need, I’m confident we can control it with our DPA solution in a most productive and compliant way! The Manager IM/DM: Cross Media Multi Channel Direct Mail Customer Communications Management Marketing Automation Book Production
  • 28. Let us show you how we can help you grow your business! • Deliver ExceptionalCustomer Experience • Gain CompetitiveAdvantage • Meet RegulatoryCompliance
  • 30. DOCUMENT PROCESS AUTOMATION QUESTIONS? THANK YOU VERY MUCH
  • 31. DOCUMENT PROCESS AUTOMATION THANK YOU VERY MUCH