Who's Afraid of Mobile Capture?

In association with: Presented by:

Who's Afraid of Mobile Capture?

Presented 4 June 2015


About AIIM

AIIM is the Global Community of Information Professionals AIIM believes that the information systems we use at work should be simple, secure, and available anywhere, anytime, and on any device. Our mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation. Learn more at www.aiim.org

http://www.aiim.org/


AIIM Presents:

Who's Afraid of Mobile Capture?

John Mancini President AIIM

Jaspar Roos CEO XL family

Giulio Battistini CEO & Founder CumulusPro


Introducing our Featured Speaker

John Mancini

President

AIIM


There have been five main eras in managing the people/process/information intersection.

Paper Micro-graphics ERP DM and

Workflow ECM

Paper

Pre 1960s

Centuries of best practice

Documents at core

Archive focused

Micrographics

1960s & 70s

Small # of vendors;

paper proxy

Single HW technology

Defined user universe

ERP

1980s

Documents still often

paper

Sale to C-Suite

Expensive and complex

DM & Workflow

1990s

PCS, LANs, and

Documents

Mission critical

processes

Document specialists

ECM

2000s

Suites and acquisitions

“Enterprise” layer

SharePoint emergence


The Three Disrupters

CONSUMERIZATION is transforming what users expect from applications and how we deliver them.

We are now in the era of user-centric IT.

CLOUD AND MOBILE are creating an expectation of anywhere, anytime access and transforming how we

engage with customers and employees.

THE INTERNET OF THINGS is generating massive amounts of new data and information, creating enormous new

challenges and opportunities.

Enterprise

• BECOMING… • Mobile • Global • Open • Engaged • Agile • Adaptive

Content

• BECOMING… • Complex • Invaluable • An asset • Source of

advantage

Management

• BECOMING… • Social • Collaborative • Open • Flexible • Inclusive • SaaS

How is “ECM” morphing as a result of these disruptors?


Paper Micro-graphics ERP

DM and Work-flow

ECM ???

The impact -- We are now beginning the transition to a sixth era in managing people,

processes, and information, and mobile is at the heart of this transition.


60% = “Gaining user adoption has been a big problem for our

ECM project.”

2015 ECM survey -- AIIM


WHY?


1 -- Mobile Access is a Problem…

• Although 29% are in the process of planning or rolling out mobile access, only 39% currently provide mobile access of any sort. – Only 11% would describe that as universal access

across all staff – Only 5% also providing mobile access to project

partners.

Source: 2015 ECM Decisions, AIIM


2 -- Mobile Usability is a Problem…

• Most mobile functionality restricted to search and view access, and this may well be through the browser rather than a dedicated app, limiting offline capability. – 55% have no app-based capability.

• 37% prefer their workplace social platform to be an extension or module of their ECM system, rather than a separate best-of-breed product. – But only 13% provide an approved “business-grade”

system. • 62% are still strongly reliant on their file-share.



3 -- Mobile Capture is a Problem…

• Only 12% have dedicated mobile e-forms for initiating or interacting with on-prem processes.

• 71% of organizations have scanning and capture systems, and for 25% capture is incorporated in their ECM system – But only 36% are making significant progress towards

paper-free processes. • Only 30% have integrated multi-channel inbound

capture.



3 key ECM strategy requirements moving forward: 1. From a usability perspective, think mobile first.

2. Tap into mobile capture opportunities to push

capture closer to the point of origination.

3. Remember that “Capture” is more that just scanning.


Where should our people put their “stuff” so that it

is…

Secure, shareable, and searchable so my ORGANIZATION can accomplish its goals

and…

Works the way they work and is useful to THEM in

getting their job done.


Introducing our Guest Speaker

Jaspar Roos

Chief Inspiration Officer

XL family

Mobile capture and trends

Jaspar Roos

http://dutchjugaad.nl/

XL family

Continuous Innovation

24

CREATING VALUE THROUGH DIALOGUES

CORPORATE VENTURING OF ABN AMRO

The world Is changing

1993

2012

2014

2015 – Autumn/ Winter season

From 65 to 15 years

The longer Uber has been in a city, the less willing to wait for a car

everyone becomes.

49

50

51

Every organization is perfectly designed to get the results it gets

The big challenge for banks: Speed!

Imagine the speed of payments: From two days to 1 second with new startups like Ripple

A lot of this has to do with paperwork and legacy systems

Many control structures

If you would become CEO of a bank today, what would you do?

"A good hockey player plays where the puck is. A great hockey player

plays where the puck is going to be."

Creating a mobile capture system throughout all processes will dramatically improve the acceptance of banks!

Think the speed you can win at

Mortgage & Loan applications Credit reviews Customer care Compliance

Jaspar Roos


Introducing our Sponsor Speaker

Giulio Battistini

CEO & Founder

CumulusPro

© CumulusPro 2014

CumulusPro Mobile Capture June 2015

CUSTOMER • Excluded • Passive • Static

ORGANIZATION • Hierarchical • System of Records • Business Users

Traditional Customer - Organization Relationship

67 4-Jun-15

CUSTOMER • Active • Engaged • Self Service • Browsers • Mobile Devices

ORGANIZATION • Interaction • Communication • Collaboration • Agility/Speed

Now it’s the Age of the Customer

68 4-Jun-15

Consumerization

Cloud

CumulusPro Mobile Capture Solution

Bank/Insurance etc.

Internet

Employees/Customer

Why do we need a Mobile Capture App?

70 4-Jun-15

Problems with mobile cameras

71 4-Jun-15

• Incomplete documents • Images with furniture, floors in the background • Tilted, blur images • File size, file types etc.

CumulusPro Mobile Capture App

72 4-Jun-15

Customer Engagement…

73 4-Jun-15

Banking New Account Opening Credit Card Application

Loan Application Mortgage Documentation

Document Portal Invoices

Cash Receipts Tax Documents

Contracts Correspondence Proof of Delivery

Insurance New Account Opening

Investments Claims Submission

Legal Risk Assessment Questionnaires Identification…

CUSTOMER

CHALLENGE

• Customer sends paper claims to be scanned and processed.

• Today, customers use mobile devices to snap a picture and don’t send paper anymore.

• This “uncontrolled environment” leads to: • Huge fi les, unknown file types

• Unprocessable images

• Dramatic increase in email and phone call costs.

• Massive increase of costs for Service Provider and Insurance

74 4-Jun-15

Case Study – Claims Submission BEFORE CUMULUSPRO

Send photo of Claim via mobile

SERVICE PROVIDER

HEALTHCARE INSURANCE

Payment claim to consumer

Transaction for payment claim

75 4-Jun-15

Case Study – Claims Submission SOLUTION WITH CUMULUSPRO


OUR SOLUTION • Implement CumulusPro

Mobile Capture • Centralised control of all

settings of the device • Intuitive User Interface • Snap a perfect image • Secure, encrypted transfer • Metadata (Policy Number)

• BENEFITS • “Self Service” vision • Improved user experience • Control, visibility, analytics • Automated processing • Reduced cost of transaction • No Capex, all Opex • Short implementation cycle

SERVICE PROVIDER

Send photo of Claim via mobile

CUSTOMER

Demo Mobile Capture App -

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Demo Mobile Capture App -

77 4-Jun-15

78 4-Jun-15

What Options do you have

• You don’t have an App – CumulusPro “out of the box” – Own Logo/Colors etc. – Eg. Doccare

• You already have an App

– Use our SDK – Eg. Peax

All available for iOS/Android/Windows*

• We understand Apps and Capture – A team who has build it before – Best practices

• We are “quick to value” – Don’t build, don’t buy, Just use – Not just the mobile app, it’s a complete solution offering – We deploy 5 to 10 times faster than competition – Pay what you transact (manage your risk)

• We are a step ahead – Truly cross platform Mobile App’s – New also for Responsive Websites (browser)

79 4-Jun-15

We are the BEST option

80 4-Jun-15

Bank Web Server

Bank Authentication Server

iConnector Server

Customer/Employee Bank, Insurance etc.

Internet

Web Server

CumulusPro Services

Admin Panel Configuration

Settings Analytics Statistics Reports

Dashboard

Verify user User starts the mobile app

Token ‘xyz’

User captures image User enters metadata and clicks Upload Uploading in progress Document Uploaded

CumulusPro complete solution

Bank/Insurance etc.

Internet

Employees/Customer

Validation/Approval etc.

Process Platform Extractions, Classification

82 4-Jun-15

Case Study – Claims Submission SOLUTION WITH CUMULUSPRO


CUSTOMERS

OUR SOLUTION • Implement CumusPro Mobile

Capture • Centralised control of all

settings of the device • Intuitive User Interface • Snap a perfect image • Secure, encrypted transfer • Metadata (Policy Number)

• BENEFITS • “Self Service” vision • Improved user experience • Control, visibility, analytics • Automated processing • Reduced cost of transaction • No Capex, all Opex • Short implementation cycle

SERVICE PROVIDER

With our easy to use Cloud-based Customer Engagement Management solution, we simplify how businesses and the public sector engage, interact and collaborate with their consumers, users and citizens. We provide an unprecedented, pleasurable user-experience and empower the users to interact from anywhere, anytime and with any device which leads to higher customer satisfaction, retention and loyalty.

83 4-Jun-15

What We Do

CONSUMER ORGANIZATION

CumulusPro WINS

84 4-Jun-15 84 4-JUN-15

Free

Ver

sion

With

Sub

scrip

tion

Plat

form

8.000 Users

75.000 Users

85

QUICK STATS

• In the document capture/process industry since 1992 • Deep understanding of cloud technologies • Partner Model Experience in Europe, Asia and the US

BACKGROUND OF THE TEAM

• Founded 2012 • 22 headcounts • HQ in Singapore

MASTER PARTNER • SPIGRAPH EMEA

(IN 16 MARKETS) PARTNERS • 15 AUTHORIZED

IN EUROPE • 7 AUTHORIZED IN

ASIA/INDIA/AU • 1 PARTNER IN US

Who is CumulusPro?

OFFICES - MALAYSIA - AUSTRALIA - SWITZERLAND

HEADQUARTERS - SINGAPORE

© CumulusPro 2014

Follow Giulio Battistini LinkedIn: https://sg.linkedin.com/pub/ giulio-battistini/20/951/412 giuliobattistini Twitter: @Gib1307 Mobile +41 79 258 48 95 Email: [email protected]

87

About Spigraph Network: The Go-To Company for Document Capture & ECM

20+ years in business

N°1 Provider for capture and image processing software

100 000+ service contracts

350+ people focused

on capture

Almost 40% of all document scanners

in EMEA sold in 2013

€130 + Mio annual revenue

with capture

6000 authorized partners

40+ countries

N°1 Supplier for document scanners

in EMEA

1000+ ECM

customers in DE/CH

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Interested in Learning More?

Contact Us: Jennifer van Lent, Spigraph Network Director, Channel and Solution Marketing [email protected] Mobile: +31 6 23 850 131 LinkedIn: https://nl.linkedin.com/in/jennifervanlent Twitter: @JenniferVanLent

Spigraph Network is the sole distribution

partner of CumulusPro in EMEA

Follow Jaspar Roos LinkedIn: https://nl.linkedin.com/in/jasparroos Facebook: https://www.facebook.com/jaspar.roos Twitter: @jasparroos

Follow Giulio Battistini LinkedIn: https://sg.linkedin.com/pub/ giulio-battistini/20/951/412 giuliobattistini Twitter: @Gib1307


QUESTIONS?


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• Information Governance Create an information accountability framework that reduces costs, manages risk, and optimizes value.

• Managing Records & eDiscovery with SharePoint 2013 Manage records, ensure compliance, and prepare for civil litigation requests.

• Electronic Records Management Know what to keep and what to discard as volume, variety, and velocity of digital information intensifies.

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