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Open Source Enterprise Integrated Document Capture (EIDC) and ECM solution for Financial Sector

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In this webinar we have showcased how Open Source Enterprise Integrated Document Capture and ECM solution can streamline BFSI business processes, achieve regulatory compliance and enable seamless enterprise collaboration.

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Open Source Enterprise Integrated Document Capture (EIDC) and ECM solution for Financial Sector

  1. 1. CIGNEX Datamatics Confidential www.cignex.com Open Source Enterprise Integrated Document Capture (EIDC) and ECM Solution for Financial Sector Version/Date: Nov’15 Om Prakash Mishra omprakash.mishra@cignex.com ECM Expert at CIGNEX Datamatics Michael Smith michael.smith@ephesoft.com Senior Account Manager at Ephesoft
  2. 2. CIGNEX Datamatics Confidential www.cignex.com • Open Source Today • ECM Dynamics • Ephesoft and Alfresco based EIDC – Architecture – Features – Application Areas • Document Capture Dynamics • Ephesoft Case Studies & Use Cases • Why Ephesoft? • About CIGNEX Datamatics 2 Agenda
  3. 3. CIGNEX Datamatics Confidential www.cignex.com3 Open Source Today Open Source Solutions Intranet, Extranet Social Networking Web and Enterprise Content, Document Capture Enterprise Search Business Insights & Analytics Business Applications Communities ContentSearch Insights Complex Apps Sites Open Source Enterprise Applications
  4. 4. CIGNEX Datamatics Confidential www.cignex.com4 ECM Dynamics Trends Hybrid ECM Solutions Content Application Integration with Business Applications Mobility Governance Challenges Overflowing File Servers Difficult to Find Content Risk of Information Leaks Information Silos across Solutions Priorities Risk Management Process Transformation User Engagement Content Analytics Source: 1) The Future of Enterprise Content Management : Five ECM Trends in 2014 by IDC 2) From InfoChaos to Information Opportunity - AIIM14 Report
  5. 5. CIGNEX Datamatics Confidential www.cignex.com5 ECM Should Support Multi-ChannelBusiness Solutions Collaboration Enterprise Search Scalable Storage Digitization SecurityNon-Functional Unified, Organized Content Store Support Performance, Speed, Multi-User, Global Search, Google-like, Retrieve, Multi-Source Approval, Notification, Push-Pull, Conversion, Grouping, Authoring DM, Contracts, DAM, WCM, BPM, RM, LMS, Integration etc.. Paper, Electronic Security, Role-based Access, Encryption Consolidation, Support, Maintenance Data/Content, Versioning, Classification Storage, Disk, Volume, Archival, Backup, Retention User Experience, Anywhere, Any Device
  6. 6. CIGNEX Datamatics Confidential www.cignex.com Web 2.0 Enterprise 2.0 6 ECM Lifecycle - Landscape of Engagement Store Workflow, BPM Collaboration Document Management Web Content Manage ment Records Management Manage Preserve DeliverCapture Store Workflow, BPM Collaboration Document Management Web Content Management Records Management Capture Deliver Manage Preserve Social Business Multi-Channel Publishing Multi-device Mobility Cloud, SaaS & Ubiquitous Enterprise Search Analytics (BigData, BI) Automation Auto- Classification Enterprise Content Management (ECM)
  7. 7. CIGNEX Datamatics Confidential www.cignex.com7 Alfresco – Open Source ECM What is Alfresco? Alfresco is the open-platform for business-critical content management and collaboration that allows you to work anywhere, on any device, with your choice of apps business critical content platform tablet & mobile workplace open standard API for content apps in the cloud multi-tenant SaaS on-premise full ECM platform or both enterprise cloud sync
  8. 8. CIGNEX Datamatics Confidential www.cignex.com Enterprise Integrated Document Capture (EIDC) Ephesoft & Alfresco Integration Solution 8
  9. 9. CIGNEX Datamatics Confidential www.cignex.com • The Document Dependency – Financial, Insurance and Banking industry relies heavily on documents • Client data, Tax documents, Contracts, Invoices, HR records, Policies, Insurance, Investments • Controlling IT Costs – Costs associated with application software, inter-operability, licensing, upgrades, maintenance • Regulatory & Compliance Requirements – Business Processes/Workflow • Collaboration – Cross-departmental and multi-agency collaboration • Automation – Automate Forms Processing and Validation 9 Need for EIDC in Financial Sector
  10. 10. CIGNEX Datamatics Confidential www.cignex.com10 Enterprise Integrated Document Capture (EIDC) Document Tracking Document Ingestion Automatic Sorting Automatic Data Extraction Delivery System AlfrescoEphesoft
  11. 11. CIGNEX Datamatics Confidential www.cignex.com11 EIDC Architecture Diagram Steps: 1. Scan / import batch 2. Review 3. Monitoring 4. Validation 5. Export 6. Reporting Pre-requisites 1. Define Alfresco content model 2. Set up mapping with Alfresco in Ephesoft 3. Configure workflow / batch class in Ephesoft
  12. 12. CIGNEX Datamatics Confidential www.cignex.com12 EIDC Feature Comparison Features Proprietary Solution Provider 1 Proprietary Solution Provider 2 Proprietary Solution Provider 3 Ephesoft + Alfresco EIDC Intelligent Document Capture Business Rules & Validation Cursive Handwriting Processing Remote Scanning Fuzzy Database Thin Client Metadata search Themes / Skins Content Modeling
  13. 13. CIGNEX Datamatics Confidential www.cignex.com13 TCO Comparison Technology Proprietary Solution Provider 1 Proprietary Solution Provider 2 Proprietary Solution Provider 3 Alfresco- Ephesoft IDC Document Management USD 263,938 USD 180,304 USD 135,738 USD 55,500 Document Capture* > USD 130,000 > USD 100,000 > USD 100,000 USD 30,000 On a 2-3 year timeline an organization can save up to 90% on Total Cost of Ownership (TCO) with Alfresco + Ephesoft EIDC * All figures for Document Capture are approximation of License Cost only based on Market Trends and for enterprise setup 75 80 85 90 95 Proprietary Solution Provider 1 Proprietary Solution Provider 3 Proprietary Solution Provider 2 Cost Saving Cost Saving
  14. 14. CIGNEX Datamatics Confidential www.cignex.com14 Open Source Solutions in Banking, Financial Sector and Insurance (BFSI)
  15. 15. CIGNEX Datamatics Confidential www.cignex.com15 Document Capture Solution Dynamics Challenges Increase Automation Value Speed Cost Saving Priorities Improve Collaboration Cloud Ready Mobile Automated Classification Trends Advanced Data Extraction Consolidation of Document Capture and ECM Distributed Capture Digital Mailroom
  16. 16. CIGNEX Datamatics Confidential www.cignex.com Ephesoft Extracting Meaning from Unstructured Content The leading innovator of advanced capture and unstructured document data discovery technologies on premise, in the cloud and on mobile devices Our Heritage Company Facts • Founded in 2010 • Based in Southern California • Laguna Hills, London, Rome, India • Investors include Fujitsu • CAGR over 100% • #418 on 2015 Inc. 500 • Veterans in Capture space • Operations genealogy • First mortgage classification project • Bring innovation to stagnant industry 16
  17. 17. CIGNEX Datamatics Confidential www.cignex.com Ephesoft provides automation at ingestion, reducing the time needed to review documents, extracting key data to further automate business processes, and reduces the time to process those documents. • Increased worker productivity by 700% • Reduced processing time by 67% • Accuracy rate of over 90% • Increased capacity to win business without adding headcount • Implemented in less than 3 months • Saved 100s of hours of employee time • Improved invoice accuracy • Eliminated manual data entry Speed Cost Saving Automation How Does Your Solution Address This Problem? 17
  18. 18. CIGNEX Datamatics Confidential www.cignex.com Target Customers Financial Healthcare Government Banks & Credit Unions Mortgage Lenders Insurance Companies • Loan Files applications • Claims processing • Accounts Payables • Accounts Receivable • New Account Openings • Mail-room correspondence • Expense reports Hospitals & Clinics Pharmaceutical • Claims Processing • Applications • Patient Files • Medical Records • Quality Records • New Account Openings State & Local Education • Permits • Contracts • Public records • Real Estate Records • Student Records 18
  19. 19. CIGNEX Datamatics Confidential www.cignex.com What is different? Why is it better? Thin client architecture • Use of open standards • CMIS compliant ECM • On Premise or Cloud • Open and RestFul APIs without installing plug ins All features - Ready to use – “out of the box“ Eliminate click charges! Exceeds capability of legacy capture systems - samples Java based, Linux and Windows Recostar and Tesseract engines 19
  20. 20. CIGNEX Datamatics Confidential www.cignex.com Alfresco: Auto email purchaser Amount Validate amount with PO System Alfresco Task: Contact Vendor | Review document No Integration CMIS New Invoice Folder Yes NoYes >$10,000 Alfresco Task: CFO Review/Signature Signed? No Final Check What does your process look like? Tag PO Paid → Move PO from New Invoice folder to Paid folder → Apply Paid Date Tag → END PROCESS 20
  21. 21. CIGNEX Datamatics Confidential www.cignex.com Helping Companies Worldwide 21
  22. 22. CIGNEX Datamatics Confidential www.cignex.com About 22
  23. 23. CIGNEX Datamatics Confidential www.cignex.com23 About CIGNEX Datamatics 8#1 14 Open Source Products Open Source Consultants Pure Play Open Source Services Company Open Source Implementations Global Offices Open Source Community Contributions Open Source Books Authored Business Engagement Platforms 13+ 5+ 5000+ 500+ 500+ Portals and Collaboration Portals, Enterprise Integration, Identity Relationship Management Enterprise Content Management Big Content, Digital Asset, Knowledge Management, Digitization, Enterprise Search, BPM, Workflow E-commerce B2B E-commerce B2C E-commerce Big Data Analytics Data Integration, Blending & Enrichment, Data Storage, DW, NoSQL/MongoDB, Real- time & Predictive Analytics, Panoramyx™ Open Source Consulting Application Modernization OpeRA™ - Open Source Readiness Assessment Managed Application & Platform Services IOT IOT Reference Architecture VitalStatistyxTM
  24. 24. CIGNEX Datamatics Confidential www.cignex.com24 Enterprise Content Expertise Solutions Products Services Open Source Consulting Application Modernization OpeRA™ - Open Source Readiness Assessment Legacy Migration Application Development & Management Development, Support, Refresh, Performance Management and Managed Cloud Services Testing UI/UX Document Management Record Management Version Management & Encryption Web Content Management Workflow Digital Marketing Platform Learning/Knowledge Management Collaborative Environment Tools for Online Learning Imaging and Scanning – OCR/Digitization Capturing, Storing and Retrieving Content Electronic Scanning Enterprise Search Ingestion, Indexing, Processing and Matching Query Processing BPM/Workflow Monitoring and Documentation of Process Data Processing Tools Open Contract Manager Manage contract lifecycle, business workflow, streamline operations, increase compliance RAPIDO - Content Management & Publishing Simplify content management and publishing with Alfresco ECM and Drupal WCM
  25. 25. CIGNEX Datamatics Confidential www.cignex.com Thank you www.cignex.com Contact Us info@cignex.com facebook.com/CIGNEXTechnologies youtube.com/cignexglobaltwitter.com/cignexwww.cignex.com