TRANSFORM THE ENTIRE JOURNEY OF Document capture feeds into document output, and document management...

1 © Copyright 2013 EMC Corporation. All rights reserved.

TRANSFORM THE ENTIRE JOURNEY OF CUSTOMER INTERACTIONS RAUL GABRIEL SENIOR PRODUCT MARKETING MANAGER


Paper is everywhere


How does it effect process?

PROCESS? HOW DOES IT EFFECT


Traditional Document Capture

© Copyright 2013 EMC Corporation. All rights reserved. 4

TRADITIONAL DOCUMENT CAPTURE


How do we make this better?


BETTER? HOW DO WE MAKE THIS


Better Capture

CAPTURE CENTRALIZED

MAILROOM

DEDICATED SCANNING

CAPTURE BETTER



Smarter Capture

CAPTURE SMARTER



Automated Document Classification



Intelligent Data Extraction

VERIFIED


Beyond Capture


CAPTURE BEYOND


Consider the Challenges


THE CHALLENGES CONSIDER


Capture to Process PROBLEM: Capturing the right information in order to facilitate connecting documents to a case or process.

CAPTURE TO PROCESS

VALUE: • Reduction in manual cost • Faster and more efficient


Process to Decision PROBLEM: Making effective decisions and improving business outcomes

PROCESS TO DECISION

VALUE: • Less reliance on human intervention; automate manual steps;

avoid skipped steps • Reduce costly bad decisions; easily delegate or hand-off work • Effectively make and manage changes to your process


Use Cases USE CASES • Accounts Payable • HR employee

onboarding • Employee

performance reviews

• Contracts Management

• Service Procurement • Customer Service

& Warranty Claims

• Benefits eligibility • Social services (HHS) • Courts case

management • Dispute resolution

• Mortgage lending • Loan servicing • Banking and wealth

management account opening

• Property and casualty claims processing

• Insurance underwriting • New account opening

• Medical/dental reimbursement

• New member enrollment

• Electronic patient records

PUBLIC SECTOR

FINANCIAL SERVICES INSURANCE HEALTHCARE


CONTRACTS MANAGEMENT

Flexible pre-built workflow process

Dashboard reporting and monitoring

Effectively manage changes

Configurable custom forms

High volume processing

15

Contracts Management 1


CONTRACTS MANAGEMENT

Document versioning

Maintain a complete record

Integration with CRM & ERP Systems

Capture paper as digital content

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Contracts Management 2


AP System

Complete Business Solution

EMC Documentum xCP Solutions

Invoice Processing

Capture Invoice

Validate

AP System

Identify Type

Send for Approval

System Updates

Review

Approve

Exception Process

Image Enhance

Data Extraction

EMC Captiva Solutions Capture Process

Images & Data


Process-Centric Applications Document capture serves as an on-

ramp to process-centric applications – Document capture feeds into document

output, and document management

Import or embed awareness data relevant to the business activity

Integrate BPM tools for executing steps involved in the activity

EMC leads in most functional categories of current offering in recently published The Forrester WaveTM: Smart Process Applications, Q2 2013


Solutions Demo

SOLUTIONS DEMO INTELLIGENT CAPTURE & BUSINESS

PROCESSING IN ACTION


Capture, Process, Big Data

CAPTURE, PROCESS, BIG DATA

Customer onboarding

Tax filings Loan origination


Customer On-Boarding

CAPTURE, PROCESS, BIG DATA Customer On-Boarding

CLOUD CAPTURE

ANALYSIS & AUTO-LEARNING

BIG DATA ANALYSIS

PERSONALIZED COMMUNICATIONS

Agent

Insurance Application

INTELLIGENT DOCUMENT ROUTING


CAPTURE, PROCESS, BIG DATA Customer On-Boarding

CLOUD CAPTURE

ANALYSIS & AUTO-LEARNING

BIG DATA ANALYSIS

PERSONALIZED COMMUNICATIONS

Agent

Insurance Application

INTELLIGENT DOCUMENT ROUTING

CAPTIVA 7.0 | DOCUMENTUM XCP 2.0

Products in Action


Capture On-Ramp to Case Management

CAPTURE ON-RAMP TO CASE MANAGEMENT

CAPTIVA 7.0 | DOCUMENTUM XCP 2.0


User IT Benefits

• Solutions that end users will love

• Better decisions and outcomes powered by content, process , and business analytics

• Configurable unified interface

• WYSIWYG

• Integrated platform delivers industry leading time to value

• Optimized for private cloud

• Unified Studio – Fastest time to value

• Accurate auto-learning that rivals human experts

DOCUMENTUM xCP 2.0

CAPTIVA 7.0


The Entire Journey

CAPTURE COLLABORATION CONTENT MANAGEMENT

CUSTOMER COMMUNICATIONS

PROCESS MANAGEMENT

GOVERNANCE

THE ENTIRE JOURNEY THE BIG PICTURE

EXAMPLES


What about Deployment?

EMC ONDEMAND

DEPLOYMENT? WHAT ABOUT


IS THE

PERFECT? CLOUD EMC OnDemand A new enterprise-class hybrid cloud deployment model managed by EMC experts

What’s Available


On-Premise

EMC ONDEMAND

DEPLOYMENT? WHAT ABOUT


Source of Information & Contacts

SOURCE OF INFORMATION & CONTACTS Assets Where, When and How to Use

EMC.COM Captiva Documentum xCP

http://www.emc.com/captiva http://www.emc.com/enterprise-content-management/documentum-xcp.htm

ECN ECN Community Captiva Documentum xCP

http://www.emc.com/captiva-ecn https://community.emc.com/docs/DOC-4209

Contacts Captiva Product Marketing: Raul Gabriel Documentum xCP Product Marketing: Bill Galusha

http://www.emc.com/captiva�

http://www.emc.com/enterprise-content-management/documentum-xcp.htm�







http://www.emc.com/captiva-ecn�

https://community.emc.com/docs/DOC-4209�



mailto:[email protected]�

mailto:[email protected]�


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TRANSFORM THE ENTIRE JOURNEY OF Document capture feeds into document output, and document management...

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