Fpt in form decisions document banking automation 10-16-2013

Document Automation Solutions for Banking

Why Consider Document Automation Technologies?

The value of automating all aspects of document and report processing is… indisputable.

“Easing the customer’s green conscience is one route, but many people will only be persuaded when they can see that they will get real value from making the switch: interactivity, richer visualization, and the ability to export and re-purpose information.”

AIIM, 2011/ © Actuate-Xenos 2011

Benefits• Eliminate the costs of storage and waste of paper• Make important documents and reports a point and click away... to everyone!• Distribute documents and reports quickly and efficiently• Automate regulatory compliance (SOX, HIPAA)• Secure vital company data with easy office document backup• Expand delivery channels• Cut paper and postage costs• Reduce document inventory• Improve productivity through collaboration• Communicate in customer’s native language• Boost response with color• Automate A/P functions• Automate A/R functions• Save our vital forests from destruction

“More than half of all companies all sizes and all industries either are currently or intend to move towards electronic invoicing AND electronic payments”

IOMA (Institute of Management & Administration) 2008

Terminology and Solutions IFD provides• Electronic Content Management• Document Management• Electronic Document Output• Enterprise Content Management• Document Automation• Intelligent Document/Report Routing or Distribution• Laser Forms or Laser Forms Processing• Forms Generation• Paperless technologies• OCR/OMR/ICR• Document Capture and/or Imaging• Barcoding• Electronic Payment Processing/ACH• M.I.C.R. check printing• Electronic Report or Digital Report Management• Electronic/Digital Signature/Signature pads• Document Workflow

IFD Complete Product LineiDocs™ and iForms™inFORM's acclaimed Document Automation solutions with the shared processing engine. iDocs can design forms, map variable data, burst , sort and route complex conditional document and report applications in a multitude of ways.

iDoc Open™ With the same capabilities of iDocs and capable to work with any platform server capable of outputting an ASCII print stream. IO supports UNICODE (Asian languages) and will support scalable barcodes, and output to any Windows printer.

iMail™ and iFax™Offer intelligent distribution of business documents, reports and checks, on a page-by-page basis, in a multitude of formats including Excel, PDF, RTF, XML, TXT and FAX. Quickly and natively generate

merged and color documents (in PDF format).

iCapture™ and iView™ iCapture scans paper documents with automated (OCR) field extraction to automate the storage and retrieval process. iView is an IBM i native, web-based, document storage-retrieval software, allowing users to retrieve documents or reports locally or remotely anytime anywhere with browser access.

iPDF™IBM iSeries native Adobe PDF generation natively from your iSeries without the need to download to a PC to generate your PDF format.

Where do inFORM Decisions Solutions Fit In ??

• Historically IFD has been IBM i native but we are moving into the Open Platform arena

• We consider ourselves Document and Payment Automation Specialists Why ?– IFD products have everything to do with intelligent document management– Conditional processing for a multitude of document-report processing operations– A core focus of IFD is intelligent Output

• Graphic form creation• Merge with variable data (spool/db)• Intelligent routing conditions

– Printer OutQ’s and/or– Email (PDF-Excel) OutQ’s and/or– FAX OutQ’s and/or – Archive OutQ’s

“Companies on average spend $25,000 to fill a typical four-drawer file cabinet, $2,000 to maintain it each year, and over its

life, a single piece of paper costs and average of $30” Study conducted by The Delphi Group

Document Management Target Areas (Pain Points)

• Non-industry, non-department, non-application specific. Why ?• Most IBM i companies and industries benefit: Banking, Healthcare, Finance, Legal,

Insurance, Manufacturing, Distribution and other paper laden industries• IFD software - Spool file or Database driven• Business and Report documents that are processed and outputted on a daily basis

– Laser Printers– Email– FAX– Archive

• Business Logistic Applications like:– Invoices, Purchase Orders, Packing Slips, BOL’s, Pick Tickets, MSDS, Import/Export, sales order and

acknowledgements. • Payment Applications – Payroll/AP Checks (with M.I.C.R.)Accounts Payable, Paychecks• Various Financial and report type application: formatted, burst, sorted, bundled, routed,

PDFd, Exceld, RTFd, HTMLd, Printed• Document Capture and Storage of either scanned documents or iSeries generated digital

applications through iDocs

“90 percent of typical office tasks still revolve around paper gathering and distributing, and that while 15 percent of all paper handled is lost, 30 percent of our time is used trying to find these lost documents.”

Study conducted by The Delphi Group

AutomationOrigination Delivery

iDocs Engine

Form Overlay

Document Controls

Conditional Controls

?

Indexing & Meta data

Routing Instructions

Mapping Instructions

iMail

iPDF

iFax

iView

Out Queues

iFORMS

iChecks

CaptureScannerEmailFaxFolderPDFSignature

Electronic Document Management & Automation

Print

Checks

email

PDF

Fax

IFS

Repository

DocMgmtSystems

IBM iSeries or Win Server

Output Excel or PDF Natively on your IBM iSeries

COLOR Adobe PDF’s native from your IBM i

Output color PDF’s on your IBM i, iSeries NATIVELY. Generate vivid color documents with excellent quality without having to download to a PC or secondary server.

Generate Excel Output from your IBM i

iMail automatically captures, formats and distribute spool or

database file output into Excel, RTF, PDF, TXT, HTML, ZIP and more

formats.

iMail, was awarded the Showcase Product Excellence Award for best

email solution

iDocs Generated Merged Raw Spool File

iDocs Generated Dynamic Form Elements

Quality Color Images

Dynamic Barcodes

Mapped Spool or DB Data

Dynamic Signatures

Quality Form Elements

About us, History & Vision

• inFORM Decisions founded in 1994• Mission and Focus has been to develop state of the art Document and

Payment Automation Solutions for the IBM AS/400, i and now Open Platform (Unix, Linux, Web, Windows...)

• IFD products evolved from laser form and report generation output through secure laser check, to intelligent document and report distribution solutions.

• In late ‘90s IFD was the first to announce an integrated email and fax technology to their iDocs as a method for eDocument delivery. First to implement SmartRouting™ - or the ability to dynamically merge and route a document or report based user defined conditions on a page-by-page basis

• IFD has won numerous awards for their Document Automation innovations, including but not limited to Best Document Management Solution and Best Email Solution.

• IFD offices are based in Rancho Santa Margarita with customers sized from SMB to Fortune 100 all over the world.

Modernization Document Automation Supplies

Proservs

Doc Output Doc CaptureArchive Retrieval

iDocsiFormsiMailiBariPDFiDriveriFax

iCaptureiView

OpenIBM i

iDocs OpeniCaptureSharepointWorkflow

MICR Non MICRMerchandise

Tax

Check paperMICR TonerMICR ink

EmbroideryPromo items

Seasonal Tax Docs

Regular tonerInkRecycledOther Biz formsEnvelopes

DB Modernize

GUI

Payment Automation

iPayments (ACH)iChecksPositivePayCheck-Secure

CMS Software and SupportDoc Mgmt – forms, mapping, complex smart routingiCapture – imaging projectsCustomized Software and ProjectsModernization of your current applications Modernization of your DB2 database

IFD Business Units