ECM Renovation Roadshow - Automation Systems

Your Business Processes.

Streamlined.

ECM Automation Systems

Why

automate?• Rapid Return on Investment (ROI)

• Expected ROI in Less than 9 months• 50% Improvement in Process

Efficiency

• Accelerated Revenue Cycles

• Enhance Customer Service

• Actionable Analytics

• Meet Compliance Requirements

Why

now?• Competition

• Increased Risks

• Leverage New Technologies

• Built on an Alfresco• Advanced Integrated Workflow

• Modules may include:• Secure Web/Portal• xFolder • Capture-as-a-Service• Records Management• Enterprise Integration• Zia OneView ™ audit trails

• Mortgage, Insurance, Government…• Accounts Payable, Human Resources…

ECM Automation System - What is it?

What is it?Zia Loan Automation System

• Origination to Closing

• Documents via Paper, Email, Web • Classification & Extraction of Data• Advanced Workflow• LOS Integration• Zia OneView

Automating Loan Origination

Case Study

Origination Documents • W-2’s, 1040’s, Bank Statements, 401k’s & more…• Paper, Fax• Email, Borrower Upload

Zia Loan Automation System• Secure Borrower Site• Document Repository• In-Process Capture• LOS Integration• Actionable Analytics

Automating Loan Origination

Powered by Crafter:• Simple Design & Branding• Asset Re-use Across Sites• Secure Customer Login• Unique Landing Page

Secure Borrower Site

• mFolder – status, docs and important metadata

• Borrower Uploads, Email Integration

• Enterprise Document Management• Version Control• Enterprise Search• “Paperless Underwriting” – including

Annotation (Markup) of Documents

• Automatic Records Management

Borrower Document Repository

• Classification & extraction optimized for use WITHIN your document repository (vs. Mailroom Automation)

• Capture by users within business process – by borrower, by document

• Featuring Ephesoft OCR

In Process Capture (IPC)

• Zia LAS + Your LOS• In Process Integration• LOS Integration

• Point-to-Point• Enterprise Service Bus

LOS Integration

• We said we save you time, we can prove it. • YOU can find out where you are still

slow• Collection of data from initiation to

closing

• Compliance & Management Metrics• Reporting / BI Integration

• Managed by Zia OneView ™

Actionable Analytics

Demo

• Life Insurance Applications• Retirement / Investment Accounts• Employee Applications & Onboarding• Government – Benefits, Permits….• University Applications• Invoice Processing

• Paper-Centric Processes• “Supporting” Documents

Other Zia Automation Systems

Life Insurance Applications• Paper or Electronic Documents• Application = “Structured” Data• Supporting Docs (Medical History, Lab Tests, Income

Information, etc…) • Structured• Semi-Structured• Unstructured

Current (Manual) Process:• Costly• Slow• Error Prone

Life Insurance Automation System

Automation System Modules:• Secure Application Site / Portal• iFolder – upload, email• Classification & Extraction

• Mailroom Automation and/or • In Process Capture

• Secure Collaboration – view & annotate

• Records Management (EasyRM)• Insurance Management System

Integration

Life Insurance Automation System

• ~500 Forms, ~ 6 million docs/year

• Agents – Upload directly to ECM system

• Customers - Paper, Email, Fax

• 3rd Party – Lab Results, other Medical Forms

• Email/Fax – Printed & Scanned

Case Study #1Regional Life Insurance Company

• Phase 1 – Classification of Documents

• Phase 2 – Redesign / Rationalization of Forms (version control)

• Phase 3:• Extraction• OneView Analytics• Customer Portal

Case Study #1Regional Life Insurance Company

Employee Applications & Onboarding• Paper or Electronic Documents• Application = “Structured” Data• Supporting Docs (I-9, W-4, Employment

Agreement, Confidentiality Agreement, and more…) • Structured• Semi-Structured• Unstructured

Current (Manual) Process:• Costly• Slow• Error Prone

Human Resources Automation System

HR Automation System Modules• Secure Employee Application Site /

Employment Portal• eFolder – upload, email• Classification & Extraction

• Mailroom Automation and/or • In Process Capture

• Secure Collaboration – view & annotate• Records Management (EasyRM)• HCM Integration

Human Resource Automation System

SAP Integration

Zia + Pernexas Partnership

• Ephesoft + Alfresco + SAP• Connexas – only certified connector Alfresco to

SAP• Alfresco – provides collaboration + Records

Management

• SAP ERP, HCM

What’s the Problem?• Vast Majority are still “paper” invoices• Current (Manual) Processes are Costly, Slow,

Error Prone • Lack of Strategic Insight

Why so difficult? • “No two invoices are the same”• Where to find PO Number, Invoice Number,

Taxes, Grand Total, Supplier Details• Past approaches haven’t worked (Templates,

List of Variables)

Simple + Secure Back Office:Accounts Payable

Invoice Automation System Modules• Secure Vendor Site / Portal• vFolder – upload, email• Classification & Extraction

• Mailroom Automation and/or • In Process Capture

• Secure Collaboration – view & annotate• Records Management (EasyRM)• ERP/Accounting Integration

Invoice Automation System

Integration

• Point-to-Point• Enterprise Service Bus (ESB)