Who's Afraid of the IRS? Pecha Kucha Presentation, May 2013.
Who's Afraid of Mobile Capture?
Transcript of Who's Afraid of Mobile Capture?
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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
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AIIM Presents:
Who's Afraid of Mobile Capture?
John Mancini President AIIM
Jaspar Roos CEO XL family
Giulio Battistini CEO & Founder CumulusPro
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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
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?
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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.
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60% = “Gaining user adoption has been a big problem for our
ECM project.”
2015 ECM survey -- AIIM
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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
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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.
Source: 2015 ECM Decisions, AIIM
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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.
Source: 2015 ECM Decisions, AIIM
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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.
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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.
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Introducing our Guest Speaker
Jaspar Roos
Chief Inspiration Officer
XL family
The big challenge for banks: Speed!
Imagine the speed of payments: From two days to 1 second with new startups like Ripple
"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!
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Introducing our Sponsor Speaker
Giulio Battistini
CEO & Founder
CumulusPro
CUSTOMER • Excluded • Passive • Static
ORGANIZATION • Hierarchical • System of Records • Business Users
Traditional Customer - Organization Relationship
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CUSTOMER • Active • Engaged • Self Service • Browsers • Mobile Devices
ORGANIZATION • Interaction • Communication • Collaboration • Agility/Speed
Now it’s the Age of the Customer
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Consumerization
Cloud
Problems with mobile cameras
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• Incomplete documents • Images with furniture, floors in the background • Tilted, blur images • File size, file types etc.
Customer Engagement…
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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
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Case Study – Claims Submission BEFORE CUMULUSPRO
Send photo of Claim via mobile
SERVICE PROVIDER
HEALTHCARE INSURANCE
Payment claim to consumer
Transaction for payment claim
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Case Study – Claims Submission SOLUTION WITH CUMULUSPRO
HEALTHCARE INSURANCE
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
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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)
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We are the BEST option
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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
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Case Study – Claims Submission SOLUTION WITH CUMULUSPRO
HEALTHCARE INSURANCE
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.
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What We Do
CONSUMER ORGANIZATION
CumulusPro WINS
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Free
Ver
sion
With
Sub
scrip
tion
Plat
form
8.000 Users
75.000 Users
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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]
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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
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