“The Capture Continuum” Pamela Doyle, Director Fujitsu Computer Products of America Imaging Products Group AIIM Ambassador Chair, The TWAIN Working Group
Oct 20, 2014
“The Capture Continuum”
Pamela Doyle, DirectorFujitsu Computer Products of America
Imaging Products GroupAIIM Ambassador
Chair, The TWAIN Working Group
Cost Reduction
Customer Service
Collaboration
Compliance
Business Objectives
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How much content does your organization handle per day?
Business depends on content to get work done!
Numerous forms of content A lot of content remains on paper Mission critical business processes
initiated by a single piece of paper Contradiction between proliferation
and corporate agility
Content Chaos
The Impact
• Lost documents = lost productivity; lost revenue
• Uncontrolled documents = deficient business processes; poor customer service; unable to prove compliance
• Unshared documents = no shared vision; no shared input
• Average number of corporate emails per individual sent and received per day in 2011 was 228 (Radicati Group)
• IDC reports the digital universe increased more than six-fold from 2006 to 2010 (The Expanding Digital Universe)
• 80% of information is still retained on paper (CAP Venture)
• Documents claim 60% of office worker’s time• Account for 45% of labor costs
• Average office employee generates 9,999 more sheets of paper (Resource Conservation Alliance)
Volume of Content
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Store On Premise Offsite
Manage $20 to file; $120 to search for misfiled; $250 recreate lost 7.5 percent of all documents get lost; 3 percent of the remainder
get misfiled (Inc. Magazine)
25K to fill a 4 drawer filing cabinet; 2K to maintain (futurelawoffice.com)
Deliver 7 minutes to FAX a 3 page document (Davidson Consulting)
Average cost of courier - $15 USPS
Most Costly … Paper
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Duplicate copies Kept beyond retention Discovery Inability to demonstrate compliance Broken chain of custody (privacy) No process visibility Poor business intelligence Not green Vulnerable Loss evidence of transactions Loss revenue
Other Costs of Paper
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Capture all your documents Transform them into a valuable
resource Combination of hardware and
software
The Solution
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Five Phases of Capture
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“A Document Strategy Handbook, from Simple Scanning to Enterprise Capture”Author: Kevin Craine
Enterprise Capture
Distributed Capture
Intelligent Data Extraction
Automated Indexing
Scan and Store
Hardware Evolution
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Cloud
Linux
Wireless
USBMacintosh
Windows
CitrixNWAttached
Video Controllers
SCSI
Drivers
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Enterprise Content Management (ECM)
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ECM Functionality
Capture (On Ramp) :• Digitize• Image enhancement• Scan to archive• Scan to process
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ECM Functionality
Manage:• Metadata
• BCS
• Search & retrieval
• Security (access control)
• Collaboration
Store:• Media
• Magnetic
• CDs/DVDs
• Blue Ray
• Premise
• On
• Off (Hosted/Cloud)
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ECM Functionality
Preserve:• Declaration
• Retention
• Disposition
• Audit trail
Deliver:• Workflow
• EAI
• Output options
The Applications
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Historical Customer (Acct. Mgmt.) Employee Patient Client Research (i.e. clinical) Technical documentation Proof of delivery Signature verification
Claims Contracts EOB Case management Lending Expenses Accounts receivable Accounts payable Mailroom automation
The Benefits
• Improve content accessibility and security• Enable collaboration and communication• Provide online access• Enhance customer service• Compliance (audit trail)• Better business intelligence
Return on the Investment
• Reduce distribution costs• Reduce expenses• Increase productivity• Streamline business processes• Save time and boost company-wide
efficiency• Reduce on-site and off premise storage
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Describe your capture applications.
Scan to Archive (store) 15%
Scan to Process (initiate a transaction) 9%
Combination of Both 76%
Total 100%
Source: Fujitsu End User Scanning Survey ‘2012
How would you describe the success of your scan to archive projects? (Please check all that apply)
Source: Fujitsu End User Scanning Survey ‘2012
We have made real savings in paper storage costs 53%
We have opened the archive for much wider access 31%
We have much improved response time and/or customer service 68%
The recognition/indexing quality has been excellent 42%
We need to expand the scope of capture documents 27%
We need to move the next step of scan to process 32%
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Have your scan-to-process projects been successful?
Yes, we achieved the ROI faster than expected 17%
Yes, we achieved the ROI as expected 49%
Yes, but it is taking a bit longer to achieve the ROI 24%
Not really, we are still struggling with it 9%
Source: Fujitsu End User Scanning Survey ‘2012
Gain an executive sponsor Build a tight business case Find quick wins Reference examples of success Learn best practices
5 Ways to Get Buy In for ECM
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Seek expert advice Communicate objectives & process to be addressed Determine delivery model Identify requirements Careful vendor analysis & demand proof of handling Prepare groundwork Roll out solution Benefit realization Leverage the investment
Keys to Successful Deployment
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4 C‘s Slow economic recovery Healthcare Financial services Government
Capture Continuum (Trends)
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Business continuity:25% of medium to large organizations have no DRP19% have not tested in last 5 years (Digital Research)
75% of SMBs have no DRP (Inc. Magazine)
The ramifications:Businesses suffering incapacitating disaster with no DRP
Only 43% resume operationsOf the 43%, 29% still in business in 2 yearsTotal of 71% out of business in two year (Contingency Planning Research)
The solutionRedundant off site storage
Capture Continuum (Trends)
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Environmental sustainability: Integrate sustainability in core business strategies
Environmental impact of paper:
Average office worker uses 10,000 sheets per year (Xerox)
45% of documents thrown out within 24 hrs. (Xerox)
65% of organizations say paper usage has stayed the same or increase (AIIM Int’l.)
Manufacturing paper depletes resources
1 tree = 8,333 sheets of paper (conservatree.com)
Stop proliferation of paper (store, manage and deliver a single copy)
Capture Continuum (Trends)
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2007 release of SharePoint included elements of document management
2010 release of SharePoint delivered an ECM platform but not infrastructure
Requires partner ecosystem Capture is the on-ramp to deliver content to SharePoint:
Access all content including paper Accurately and completely extract metadata for SP
optimization Microsoft shop? SP may be a way to leverage your investment
Capture Continuum (Technology)
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Faster, smaller, less expensive scanners Wireless Further advances and application of recognition technologies Distribute capture will remain preferred deployment
model
Capture Continuum (Technology)
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Capture Continuum (Technology)
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Mobile: Rise in mobile workforce Strategic initiative Three technologies:
Tablets Smart Phones Mobile/Micro
Scanners
Applications: Field service Mobile worker
productivity Home healthcare Scan-to- the-cloud Assessment/Audit Mobile check deposit Transportation
Cloud: Viable alternative to on premise Cost effective Faster start up Easy to maintain Service repositories Unprecedented access to all content
Capture Continuum (Technology)
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Adams County District 50
Overview:• One of CO largest school districts• 10,000 students, 1,000 employees• 19 locationsProblem:• Create more than 10K records each year• Finance & HR adds another 2,500 monthly• Employees spent 30 minutes per request• Files and filing cabinets occupied more than
2,000 sq. ft. (spilling into common areas)
Adams County District 50
Objectives:• Eliminate risks with paper-based and
microfilm records• Disaster recovery• Compliance concerns• Environmental sustainabilitySolution:• Cloud-based ECM
Adams County District 50
Implementation:• Phased:
• 2000 – HR• 2002 – Finance and AP• 2007 – Student records
• Considerable ROI• More than 30 employees have secure,
instant access• 1 million records dated back to 1930
Adams County District 50
Benefits and ROI:• Increased employee productivity• Reduce storage space• Saved building costs (2K sq. ft. in new HS
= $40K)• Environmental responsible• Award for better financial reporting• “The system more than pays for itself”
MOEITS: Largest labor union Chicago based 24,000 members Numerous business units
Key Issues Geographically dispersed Paper everywhere (thousands or millions) Employee searching ($31.25) Cost of office space Office site storage ($9,000 per month) Compliance issues (HIPAA, Taft Hartley, GLB/SOX)
Union Case
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Union Case
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Objectives: Reduce reliance on
paper Compliance concerns Streamline Business continuity Collaboration Reduce costs Ease of use
Thorough research and analysis
Solution: SharePoint
Microsoft shop Portal Granular security
KnowledgeLake Fujitsu scanners
Union Case
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Phase One – Legal Paper intensive Office space Banker boxes in
basement Time to discover Document capture
with barcode Matters database Scanned then shred
Phase Two - PAC Not always volume
but flow Form authorizes
collection of fee Deficient process Huge financial loss SharePoint for
workflow
Union Case
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Phase Three – Contracts Another example of process
automation Signed contract took 34
days 14 steps FAX Interoffice 1 – 2 pages grew to 111
Now, scanned at point of origin
Routed electronically 20 minutes
MOEITS Update Ron Borden, Executive
Director of IT
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Benefits: Payback in 5 months Hard dollar savings:
Reduced storage Recovered PAC funds Expedited processes (contract & grievance) Eliminated costs of paper-based processes
Soft dollar savings: Reduced time to find documents File sharing and collaboration Business continuity
Projecting 1 million over 3 years
Union Case
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More Information
Product information and white papers:• http://us.fujitsu.com/fcpa• http://www.fujitsu.com/us/about/platforms/fcpa/me
dias/whitepapers/Industry information:• www.aiim.org• www.arma.org• www.twain.org