14.00-14.45_The Kofax Storyboard Usage - A Sales Person's Perspective_Sales Track

Holger Schreyer

Director PreSales EMEA Central &

Emerging Markets

The Kofax Solution Storyboards

- A Sales Person's Perspective

Solution ‘’Storyboards’’

Kofax Partner Connect 2013

Agenda

Why do we use Storyboards?

What are Storyboards?

Which Storyboards are available?

Storyboards for Kofax Partners

2

Just because you can doesn’t mean you should

from a demonstration perspective,

Just because you could show something doesn’t

mean you should show something

Better no demo than a

bad demo

Learning from other peoples mistakes

There are old pilots and brave pilots there are no old brave pilots

from a demonstration perspective

Don’t take risks in a demonstration

Learning from other peoples mistakes

The more I practice

the luckier I get Gary Player,

Widely regarded as one of the

greatest players in the history of golf.

Learning from The Masters

What are Kofax Storyboards?

Storyboards are Sales Tools developed by Kofax EMEA Pre Sales

Each Storyboard is designed to support the solution sale for:

Kofax Point of Origination solutions

Kofax Mailroom solutions

Kofax Invoice Capture Processing solutions

Kofax Capture Enabled BPM solutions

Kofax Case Management (FoI, Government Scenario)

…and more

Localized UI and PPT for six languages now

Storyboard Overview

1. PowerPoint slides

2. An actual physical demonstration environment (VMware)

• Hardware and software infrastructure

• ‘content’ (Kofax batch class, images, any supporting software )

3. Step by step guidance on a specific Storyboard scenario

• Create this batch class, use these images

• Show this feature, highlight these points

Storyboard Structure

Storyboard PowerPoint slides consists of Four Sections:

The Challenges faced in your business: 1. Provokes discussion

How Kofax can address these challenges: 2. Showcases a solution

A use case: 3. Sets the scene for the demo

The demonstration: 4. Using fully functional software

(or slides)

9

Getting to know the value of Storyboards - 1

Storyboards include a Live Use Case VM demonstrations and scripts:

Full VM Environment: Demonstrates the Use Case live

Fully documented Script: Step by Step guide through the demo

Demo incl. in the PPT: Slides can also be presented by a Sales Person

if the Pre Sales Engineer is not available

Adaptable: The VM environment can be adapted

for the Opportunity

10

Getting to know the value of Storyboards - 2

Storyboards for Kofax Partners

Increase bandwidth and qualified

Sales opportunity pipeline

Pre-built Kofax Storyboards and demonstration environment

What‘s New in Storyboard Version 2.1 #1

New Versions and Updates

Kofax Capture 10.0.1.2

Kofax Transformation Modules 5.5.2.6

Kofax Transformation Thin Client Server 5.5.2.1

Kofax Front Office Server 4.0.0.1

Kofax Import Connector 2.1

Kofax Web Capture 10.3

Kofax TotalAgility 5.5.0.10

Kofax VRS 5.0.1

Support for Kofax Mobile Capture 1.1

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What‘s New in Storyboard Version 2.1 #2

New Capture Enabled BPM Storyboard

„Government – Freedom of Information“

Based on use cases around EU laws

(refer to

„http://en.wikipedia.org/wiki/Freedom_of_information_laws_by_country“)

Process orientated Storyboard with KC, KTM and KTA

Optimizations of

Boot Time

Memory Usage

Performance

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Each Partner at the Kofax Partner Connect will get a USB stick

with all the Kofax Storyboards for Partners

Each Storyboard is designed to support the solution sale for:

Kofax Point of Origination solutions

Kofax Mailroom solutions

Kofax Invoice Capture Processing solutions

Kofax Capture Enabled BPM solutions

Kofax Case Management (FoI, Government Scenario)

…and more

Localized UI and PPT for six languages now

Storyboard Overview

PofO

MAIL

INV

CeP

FoI

Storyboard – Point of Origination

Scenario

A German construction company and one of its subcontractors

in UK are exchanging different kinds of documents through

different channels of a Kofax Solution

This Storyboard demonstrates the breadth of the Kofax Point

of Origination technology and strategy

Different input channels leveraged for B2B collaboration

Mobile (or Fax)

Web Portal

Multifunction device

Email

16

PofO

MAIL

INV

CeP

FoI INV

PofO

MAIL CeP

FoI

In this Storyboard leveraged Products

Microsoft Windows 2008

Microsoft SharePoint 2010

Microsoft Office 2010

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Storyboard – Point of Origination

Storyboard – Point of Origination - Functional Details

Integration with Kofax Front Office Server 4.0 for

MFP integration

Mobile Capture Integration

Integration with Kofax Web Capture 10.3

Sample web portal for

Scan via Twain emulator/direct connected scanner

Upload of documents to the portal

Integration with Kofax Import Connector 2.1 using

Email Import

Web Service (for KWC)

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INV

PofO

MAIL CeP

FoI

Storyboard – Digital Mailroom

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Scenario

A bank with multiple subsidiaries is receiving customer

correspondence in many formats. This ranges from structured forms

to unstructured letters, through multiple channels (email, paper) and

several languages into their central back office operation

This Storyboard demonstrates classification, extraction and human

interaction for review, correction and validation in a multi-step

process

Featured Benefits

Cost saving through automation / STP

Improved data quality through comphensive business rules

Increased productivity with automation and efficient exception

handling INV

PofO

MAIL CeP

FoI

Featured Products

Microsoft Windows Server 2008 R2 Kofax Import Connector - Email



Storyboard – Digital Mailroom

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Storyboard – Digital Mailroom - Functional Details

Email-Import with conversion to PDF1

Import TIFF files with conversion to PDF before export2

Classification based on layout and content3

Document review to review/correct classification results3

Automatic customer data matching & extraction3

OCR Correction for forms3

Validation of recipient, customer and other fields3

Auto-completion for manual fields

Automatic prioritization (egocentrism, black-list)

Export to Sharepoint2

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1 = KIC 2.1, 2 = KC 10, 3 = KTM 5.5, 4 = KCEC Sharepoint

INV

PofO

MAIL CeP

FoI

Storyboard – Invoice Processing

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Scenario

A company with multiple subsidiaries is receiving vendor invoices

through multiple channels (paper, email, print spool, EDI) and in

several languages in to their central back office operation

This Storyboard demonstrates extraction and human interaction

for validation and automatic learning in a multi-step process

Featured Benefits

Cost saving through automation /

straight through processing

Improved data quality through comprensive business rules

Increased productivity with automation and efficient

exception handling INV

PofO

MAIL CeP

FoI

Featured Products

Microsoft Windows Server 2008 R2 Kofax Import Connector - Email



Storyboard – Invoice

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Storyboard – Invoice - Functional Details

Email-Import with conversion to PDF1

Interception of print spool and import of EDI documents5

Import TIFF files, conversion to PDF before export2

Validation to review/correct extraction results and business rules3

Automatic vendor and company code matching & extraction3

Validation of recipient, vendor and common invoice related fields3

Auto-completion for manual fields

Mandatory fields, table extrapolation

Automated Online Learning in validation3

Export to Sharepoint2

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1 = KIC 2.1, 2 = KC 10, 3 = KTM 5.5, 4 = KCEC Sharepoint, 5 KET

INV

PofO

MAIL CeP

FoI

Storyboard – Capture Enabled Business Process Management

Scenario

This scenario shows how an Kofax’s automated case management

system can handle a claim consisting of different user roles,

subcontractors and customers. Notifications with links and

documents will inform the process users about the status and process

steps.

Different input channels and different user roles handle the claim

Letters via scan client

Letters via Mobile Capture

Email

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Claims Handler

Supervisor

Account Payable

Loss Adjuster

Car Repairer

Customer

INV

PofO

MAIL CeP

FoI

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Products used in this Storyboard




Storyboard – Capture Enabled Business Process Management

Storyboard – CeBPM - Functional Details

Integration with Kofax Total Agility 5.5

SharePoint Integration

Integration with Kofax Front Office Server 4.0 for

Mobile Capture Integration

Integration with Kofax Capture 10

Kofax Transformation Integration

Kofax Capture platform

Kofax Import Connector with Mail Integration

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INV

PofO

MAIL CeP

FoI

Storyboard – Capture Enabled Business Process Management - FoI

Scenario

This scenario shows the process for a Freedom of Information

Request with different user roles, such as case worker, citizen and

department leader. Notifications with links and documents will inform

the process users about the status and process steps, as well as a

citizen interactive screen.

Different input channels and different user roles handle the claim

Letters via scan client

E-mail

Data input via web form

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Citizen

Case Worker

Department Worker

Department Leader INV

PofO

MAIL CeP

FoI

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In this Storyboard leveraged Products




Storyboard - Capture Enabled Business Process Management - FoI

Storyboard - CeBPM FoI - Functional Details

Integration with Kofax Total Agility 5.5

SharePoint Integration

Citizen interaction via web forms

Integration with Kofax Capture 10

Kofax Transformation Integration

Standard Kofax Capture Scanclient

Kofax Import Connector with Mail Integration

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INV

PofO

MAIL CeP

FoI

Analyze & Understand

Extending Storyboards Impact to drive Partner revenue

Train your

Sales & Pre Sales

Thank you !

14.00-14.45_The Kofax Storyboard Usage - A Sales Person's Perspective_Sales Track

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Transcript of 14.00-14.45_The Kofax Storyboard Usage - A Sales Person's Perspective_Sales Track