2.2_Kofax Partner Connect 2013_Point of Origination Strategie-Positionig and Pitch

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    Point of Origination Storyboard

    Positioning and PitchFrankfurt, 31. J anuar 2013

    Michael Schuler / Boris Knie

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    Storyboard zuPoint of Origination

    Vorstellung des Storyboards fr Point of Origination

    Verwendung dieses Verkaufsinstruments prsentieren

    Zustzliche Kompetenz, neue Ideen und schnellere

    Abschlsse im Verkaufsprozess

    Out-of-the-Box-Demo: Fallbeispiel fr Point of

    Origination (gespeichert auf Ihrem USB-Stick)

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    In diesem Storyboard verwendete Produkte

    Microsoft Windows 2008

    Microsoft SharePoint 2010

    Microsoft Office 2010

    Storyboard zuPoint of Origination

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    Um dieses Storyboard nutzen zu knnen, mssen Siezertifizierter Partner fr folgende Produkte sein:

    Kofax Capture

    Kofax Capture Import ConnectorKofax Mobile Capture

    Kofax Web Capture

    Kofax Front Office ServerNhere Informationen und Hinweise zur Zertifizierung unter:

    http://www.kofax.com/training/

    Storyboard zuPoint of Origination

    4

    http://www.kofax.com/training/http://www.kofax.com/training/
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    Storyboard

    Point of Origination

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    Storyboard zu Point of Origination Zusammenfassung

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    Vor welchen Herausforderungen stehen Unternehmen heute?

    Consumer-Technik

    Smartphones,mobiles Arbeiten,On Demand-

    Erwartung

    Compliance und Vorschriften

    Gesetze und

    Compliance-Auflagen, regionale

    und nationaleFinanzvorschriften

    Verarbeitungskosten

    Hoher Anteil anmanueller

    Verarbeitung,Dokumenten-versand und

    -aufbewahrung

    Kundenservice

    AnspruchsvolleLieferanten undKunden, interner

    und externerDruck

    7

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    Vor welchen Herausforderungen stehen die Finanzfunktioneneines Unternehmens?

    Consumer-Technik

    Smartphones,mobiles Arbeiten,On Demand-

    Erwartung

    Compliance und Vorschriften

    Gesetze und

    Compliance-Auflagen, regionale

    und nationaleFinanzvorschriften

    Verarbeitungskosten

    Hoher Anteil anmanueller

    Verarbeitung,Dokumentenvers

    and und -

    aufbewahrung

    Kundenservice

    AnspruchsvolleLieferanten undKunden, interner

    und externerDruck

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    Verzgerungen

    ... Qualitt und Audits ...

    Ineffiziente manuelle

    Prozesse

    Kundenzufriedenheit istentscheidend

    Nie zuvor w ar d ie Er fassung von Dok um ent en

    und Dat en d i rek t am Eingangs- bzw.

    Ursprungspunkt w ich t iger.

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    Systeme /

    Prozesse

    Zentrale FunktionenNiederlassungenE-mails und Anlagen?Multifunktionsgerte?Mitarbeiter im Heimbro?

    Grenzen der Firma

    Was versteht Kofax unter Point Of Origination?

    Aussendienst Mitarbeiter?11

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    Systeme /

    Prozesse

    Zentrale FunktionenNiederlassungenE-mails und Anlagen?Multifunktionsgerte?Mitarbeiter im Heimbro?

    Grenzen der Firma

    Was versteht die Kofax unter Point Of Origination?

    Aussendienst Mitarbeiter?

    Unter nehm en meis t fok uss ier t a uf zent ra le

    Erfassung

    Signi f ik ante Prozessbeschleunigung dur ch f r he

    Er fassung, egal an w elchem Or t

    Ris ikomin imierung durch erhhte

    Prozesst ransparenz

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    Systems /

    Processes

    Central funct ions?Remote branches?E-mails and attachments?Multi-function devices?Home workers?Aussendienst Mitarbeiter?

    Company Boundary

    Was versteht Kofax unter Point of Origination?

    Versch iedene Po in t s o f Orig ina t ion

    Vers c hiedene Medien

    Versc h iedene m anuel le Sc hr i t t e

    Versc h iedene Ak t oren bet e i l ig t

    Wo sind ihre Points of Origination ?

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    Welche Ihrer Prozesse sind komplex?Sind sie abhngig von Informationen, demDokumentationsfluss und der Zuarbeit durchinterne und externe Quellen?

    Wie ist Ihr Personal verteilt? Gibt es Arbeit

    von zu Hause, externen Standorten oderunterwegs?

    WelchemZeitdruckunterliegen IhreProzesse? Wie behindert derDokumentenfluss diese Prozesse?

    Wo liegen Ihre Points of Originations?

    Is t Ih r Unter nehmen in der Lage, d iese

    Herausforderungen zu meis t er n?

    Sc hauen w i r uns an, w ie Kofax he l fen kann,

    Dokum ente d i rek t am Po in t o f Or ig ina t ion im Unt er nehmen zu er fassen.

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    Die Kofax-Lsung fr diese

    Herausforderungen

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    Produktvision und -strategie unsere Leitprinzipien

    Lsungen fr Capture Enabled BPM

    Point of OriginationInhalte am Ort ihres Entstehens erfassen

    Touchless ProcessingManuelle Eingr iffe im Geschftsprozess durch Automatisierung reduzieren

    Enterprise ReadyEinhaltung gesetzlicher Vorgaben

    Kompatibil itt mit bestehender IT-Infrastruktur und vorhandenen Applikationen

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    3

    Point of Origination

    Touchless Processing

    Enterprise Ready

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    Paper

    Fax

    Email

    SMS

    XML

    Office

    PDF

    Eine Welt der verschiedensten Medien und Formate

    Mobileapplications

    Electronicformats

    Paperdocuments Social

    collaboration

    Social

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    Was passiert OHNE Kofax Technologie?

    EntscheidenVerstehen

    Was mussdamit geschehen?

    Um washandelt es sich?

    ECM/RM Database

    SharePoint

    Portal ERP/LOB/CRM

    Paper

    Fax

    Email

    SMS

    XML

    Office

    PDF

    Social

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    Das Nutzenversprechen: Capture Enabled BPM

    ECM/RM Database

    SharePoint

    Portal ERP/LOB/CRM

    Entscheiden

    Verstehen

    EntscheidenVerstehen

    Paper

    Fax

    Email

    SMS

    XML

    Office

    PDF

    Social

    BPM

    INFORMATION CAPTURE

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    Das Nutzenversprechen: Capture Enabled BPM

    ECM/RM Database

    SharePoint

    Portal ERP/LOB/CRM

    Entscheiden

    Verstehen

    DecideUnderstand

    Paper

    Fax

    Email

    SMS

    XML

    Office

    PDF

    Social Extrahieren

    Validieren

    Kommunizieren

    Separieren

    Klassifizieren

    Erfassen

    Erfassungam

    Point of

    Origination

    BPM

    Enterprise

    Ready

    Touchless

    Processing DynamicCase

    Management

    Capture

    Enabled

    BPM

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    Capture Enabled BPM beflgelt auf vielen Ebenen

    Erfassung von Informationen & Verwaltung von Geschftsprozessen

    von berall

    Bessere Integration aller

    Prozessbeteiligten

    Wettbewerbsvorteile

    sichern

    Hheres

    Geschftsvolumen, bei

    gleicher Mannschaftsstrke

    Kostensenkung,

    Transparenz & Einhaltung

    von Regularien

    Geringere Betriebskosten

    Besserer Kundenservice

    Agilere Prozesse

    Erhhte Effizienz

    Schnellere Prozesse

    Hher Datenqualitt

    Grssere Produktivitt

    CaptureEnabled

    BPM

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    Wie sieht es mit der Bildqualitt in diesem verteiltenErfassungsszenario aus?

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    Wie berwachen wir ein so komplexes System?

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    Fallbeispiel Point of Origination

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    Vertrag Stundenabrechnung

    Dokumente vonSubunternehmern

    Tabelle mit Steuerdaten

    26

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    Point of Origination1

    Erfassen

    Scannen Klassifizieren Validieren ExportierenExtrahieren

    Tochless Processing2

    Umwandeln

    Point of Origination Mobile Erfassung

    Weiterleiten

    Enterprise Ready3

    Weiterleiten

    Systeme/

    Prozesse

    27

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    Point of Origination1

    Point of Origination Erfassung im Webportal

    Erfassen

    Scannen Klassifizieren Validieren ExportierenExtrahieren

    Umwandeln Weiterleiten

    Touchless Processing2 Enterprise Ready3

    Weiterleiten

    Systeme/

    Prozesse

    29

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    Point of Origination1

    Point of Origination Erfassung mittels Multifunktionsgert

    Erfassen

    Scannen Klassifizieren Validieren ExportierenExtrahieren

    Umwandeln Weiterleiten

    Touchless Processing2 Enterprise Ready3

    Weiterleiten

    Systeme/

    Prozesse

    30

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    Point of Origination1

    Point of Origination Neue Funktion am MFP mit Sharepoint

    Erfassen

    Scannen Klassifizieren Validieren ExportierenExtrahieren

    Umwandeln Weiterleiten

    Touchless Processing2 Enterprise Ready3

    Weiterleiten

    Systeme/

    Prozesse

    31

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    Point of Origination Erfassung per E-Mail

    Erfassen

    Scannen Klassifizieren Validieren ExportierenExtrahieren

    Umwandeln Weiterleiten

    Touchless Processing2 Enterprise Ready3

    Weiterleiten

    Systeme/

    Prozesse

    Point of Origination1

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    Point of Origination Zentrale Ablage aus allen Quellen

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    Demo des Fallbeispiels

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    Vielen Dank!