15.45-16.30_Spotlight Workshop_Using the Kofax Insurance Storyboard_Sales Track
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Spotlight Workshop: Using the Kofax Insurance Storyboard Bo Jin, Sr. Solutions Architect Michael Schechter, Sales Engineer
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Spotlight Workshop: Using the Kofax Insurance Storyboard
Transcript of 15.45-16.30_Spotlight Workshop_Using the Kofax Insurance Storyboard_Sales Track
Spotlight Workshop: Using the Kofax
Insurance Storyboard
Bo Jin, Sr. Solutions Architect
Michael Schechter, Sales Engineer
Capture Enabled Business Process Management Storyboard
2
Showcase the Capture Enabled Business Process
Management storyboard
Present how to use this storyboard sales tool
To qualify, inspire and speed up the sales process
See an out of the box demonstration of the Insurance
Claims use case that is on your USB stick
Capture Enabled Business Process Management Storyboard
3
Products used in this storyboard
Microsoft Windows 2008
Microsoft SharePoint 2010
Microsoft Office 2010
Capture Enabled Business Process Management Storyboard
4
In order to run this storyboard you must be a certified partner
for:
Kofax Capture
Kofax Transformation Modules
Kofax Capture Import Connector
Kofax Total Agility
For more information or to get certified please visit:
http://www.kofax.com/training/
Storyboard Capture Enabled Business
Process Management
The Capture Enabled BPM Storyboard summarised
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The process inefficiency challenges facing
businesses in todays world
The changing face of business
Consumer technology
Smartphones,
Mobile working,
‘On Demand’
expectation
Political and Economic
Global finances,
Austerity,
Legislation,
Move to service
economies
Velocity of business
Globalization,
Outsourcing,
New competition
from across the
world
The changing workforce
Job sharing,
Working from
home, mobile
working
8
The changing face of business
Consumer technology
Smartphones,
Mobile working,
‘On Demand’
expectation
Political and Economic
Global finances,
Austerity,
Legislation,
Move to service
economies
Velocity of business
Globalization,
Outsourcing,
New competition
from across the
world
The changing workforce
Job sharing,
Working from
home, mobile
working
9
The changing face of business
Consumer technology
Smartphones,
Mobile working,
‘On Demand’
expectation
Political and Economic
Global finances,
Austerity,
Legislation,
Move to service
economies
Velocity of business
Globalization,
Outsourcing,
New competition
from across the
world
The changing workforce
Job sharing,
Working from
home, mobile
working
10
Fast moving market
places…
..a changing workforce…
…greater need for
compliance
and pressure to be efficient.
Ensuring your business processes are more
agile has never been more important
IT Systems
Business Processes: Many information sources, often disconnected
13
Legal Finance
Service
Compliance
Management
Admin
IT Systems
Business Processes: Many information sources, often disconnected
14
Legal Finance
Service
Compliance
Management
Admin
♦ Multiple Points of Origination
♦ Multiple media types
♦ Multiple manual steps
♦ Multiple parties involved
Are your processes and people agile?
The Business Process Spectrum
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Capture Enabled BPM solutions deliver value across the complete process spectrum
Pre-defined processes
Little or no worker discretion
Highly controlled
Can be easily automated
Each case is different
Involves human judgement and discretion
Involves knowledge workers
Goal driven
UNPREDICTABLE PRACTICES
CASE MANAGEMENT
Are your processes and people agile?
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♦What are your complex processes and how do they rely on
information and documentation flow?
♦Do you have dynamic and ever changing cases, where each
situation can be different and needs knowledge workers to make quick and effective decisions?
♦What are the pressures from external sources, causing additional
time, cost and process interruptions?
Are your processes and people agile?
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♦What are your complex processes and how do they rely on
information and documentation flow?
♦Do you have dynamic and ever changing cases, where each
situation can be different and needs knowledge workers to make quick and effective decisions?
♦What are the pressures from external sources, causing additional
time, cost and process interruptions?
Is your business agile enough to face these
challenges?
How can Kofax help drive the agility of your
business processes?
How Kofax addresses these challenges
Product Vision & Strategy – Our Guiding Principles
Capture Enabled BPM solutions
Point of Origination Capturing content at the initiation point of a business process
Touchless Processing Eliminating or minimizing human intervention throughout a business process
Enterprise Ready Ensuring compliance and interoperability with IT infrastructure & applications
1
2
3
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Point of Origination
Touchless Processing
Enterprise Ready
Mobile
applications
Electronic
formats
Paper
documents Social
collaboration
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Value Proposition: Capture Enabled BPM
Paper
Fax
SMS
XML
Office
Mobile
applications
Electronic
formats
Paper
documents Social
collaboration
Social
21
Value Proposition: Capture Enabled BPM
ECM/RM Database
SharePoint
Portal ERP/LOB/CRM
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De
cid
e
Unders
tand
Decide Understand
Paper
Fax
SMS
XML
Office
Social
BPM
INFORMATION CAPTURE
Value Proposition: Capture Enabled BPM
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ECM/RM Database
SharePoint
Portal ERP/LOB/CRM
De
cid
e
Unders
tand
Decide Understand
Paper
Fax
SMS
XML
Office
Social Extr
act
Valid
ate
Co
mm
un
ica
te
Separa
te
Cla
ssify
Ca
ptu
re
BPM
Point of Origination 1
Touchless processing 2
Enterprise ready 3 ♦ Capture your documents and data
♦ Transform that data into information
♦ Drive business process agility with captured information
♦ Adapt to the velocity of your changing business
Value Proposition: Capture Enabled BPM
Capture Enabled BPM Delivers Business Benefits
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CAPTURE
BPM
Dynamic Case
Management
Lower operating costs
Better customer service
Increased efficiency
More agile processes
Better customer service
Faster processing
Better information quality
Greater regulatory compliance
Enhanced productivity
+ =
Insurance Claims Processing Use Case
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Claim notification
Credit hire notification
Personal Injury
Notification
Insurance Claims Use Case
Enterprise Ready 3
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Point of Origination 1
Transform Deliver
Classify Validate Export Extract
Claim handler
accepts case
Claim handler
reviews
documents
Claim handler
selects Loss
Adjuster
Loss Adjuster
documents e-
mailed
Touchless processing 2
Insurance Claims Use Case – Mailroom Capture
Capture
Scan
Point of Origination 1
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Capture
Scan Classify Validate Extract
Insurance Claims Use Case – E-mail and Remote Capture
Loss adjuster can
re-submit the form
via e-mail or web
capture
Deliver
Export
Touchless processing 2 3 Enterprise Ready
Transform
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Classify Validate Extract
Claimant
Notified by
Claim handler
reviews loss
document
Claim handler
selects
repairer
AP waits for
invoice
Insurance Claims Use Case – Invoice processing
Deliver
Export
Touchless processing 2 3 Enterprise Ready
Point of Origination 1
Capture
Scan
Transform
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Classify Validate Extract
AP clerk
approves
invoice
Process
Complete!
Point of Origination 1
Touchless processing 2
Enterprise ready 3
Insurance Claims Use Case - Complete
Deliver
Export
Capture
Scan
Transform
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Classify Validate Extract
Insurance Claims Use Case – Supporting Documents
Deliver
Export
Capture
Scan
Transform
Demonstration of the use case
Use Case Demo Slides – Claim 1 - Motor
Capture Enabled Business Process Management
Enterprise Ready 3
35
Point of Origination 1
Transform Deliver
Classify Validate Export Extract
Claim handler
accepts case
Claim handler
reviews
documents
Claim handler
selects Loss
Adjuster
Loss Adjuster
documents e-
mailed
Touchless processing 2
Insurance Claims Use Case – Mailroom Capture
Capture
Scan
Create a batch for our mailroom
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Our letters are scanned
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Our letters are classified and extracted ready for validation
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The letters are automatically exported into Total Agility
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The claimant is notified of receipt of the claim
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Enterprise Ready 3
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Transform Deliver
Classify Validate Export Extract
Claim handler
accepts case
Claim handler
reviews
documents
Claim handler
selects Loss
Adjuster
Loss Adjuster
documents e-
mailed
Touchless processing 2
Insurance Claims Use Case – Mailroom Capture
Capture
Scan
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Document enter the Total Agility workflow - Lets select Claim Handler
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The claim handler then can accept the case and send to a loss adjuster
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Looking at the built in process model, we can see where we are at all times
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Looking at the document tracking area we can see what we are waiting for….
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Point of Origination 1
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Capture
Scan Classify Validate Extract
Insurance Claims Use Case – E-mail and Remote Capture
Loss adjuster can
re-submit the form
via e-mail or web
capture
Deliver
Export
Touchless processing 2 3 Enterprise Ready
Transform
Open our Loss adjuster e-mail inbox – we have received our loss template document to complete
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The document is completed….
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And e-mailed back into the Kofax system
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Kofax automatically processes the document..
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Classify Validate Extract
Claimant
Notified by
Claim handler
reviews loss
document
Claim handler
selects
repairer
AP waits for
invoice
Insurance Claims Use Case – Invoice processing
Deliver
Export
Touchless processing 2 3 Enterprise Ready
Capture
Scan
Transform
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Document enter the Total Agility workflow - Lets select Claim Handler
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The loss adjustment process is complete – So we allocate a repairer
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Looking at our process map – we are now awaiting the invoice from the repairer
Our invoice enters the mailroom and therefore the Kofax process
Document enter the Total Agility workflow - Lets select AP Clerk
The AP clerk accepts their task and approves the invoice
Back to our process – its complete!
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Use Case Demo Slides – Claim 2 – Home What if something changes?
Capture Enabled Business Process Management
Create another batch for our mailroom and capture a new claim notification
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Notice this document contains ’urgent’ and a claim amount suggested by the claimant
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Document enter the Total Agility workflow - Lets select Claim Handler
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New claim ready for processing to a loss adjuster
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Notice this has now been rejected by the loss adjuster – and sent back in to TA
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The loss adjuster rejection is noted from the document and updated….
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The customer is also updated telling them it has been rejected
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And the case is closed
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Use Case Demo Slides – Trailing Document Capture
Capture Enabled Business Process Management
Open the online portal from ABC Global Website
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Customer Logs into their account
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The Portal allows them to scan or import a document
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The document is captured
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The process is complete
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Thank You.
For further information,
please contact:
Max Sample
Official Position
Phone: +01-664-12354-123
Email: [email protected]
