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 kritische documenten als afschriften, polissen, nota’s enzovoorts. Door deze toenemende complexiteit wordt het steeds moeilijker om regie te houden, huisstijlen te bewaken en compliancy aan te tonen. Document Proces 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 vertelt 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
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