OpenText Fax to EDI Pam Bernardino, VP of Product Management, OpenText
Greg Horton, Director Product Marketing, OpenText
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Agenda
1 Supporting SMB Trading Partners
2 OpenText Fax to EDI Introduction
3 How it Works
4 Benefits to Your Organization
5 Case Studies
6 OpenText Fax Solutions
7 Q&A + Next Steps
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The Challenge of Supporting
SMB Trading Partners
Small Businesses Lack:
• Budget
• Resources
• Experience
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Expanding SMB Enablement Capabilities
Fax Secure
Web
Forms
Integration
Broker
Enterprise
Resource
Planning
Small Mid-Size Large
Desktop
Translator
SOHO Very Small Small National Global
Size of Supplier
Medium
Complexity of B2B Needs
Paper
Capture
OpenText Fax Solutions and Secure Messaging
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Business Challenges
Working with small suppliers and customers who lack the budget, resources and expertise to exchange EDI, XML or other standardized messages
These smaller non-EDI compliant trading partners send in purchase orders and invoices via fax or email
Manual fax and paper handling and re-keying data creates inadvertent but costly data errors
Receiving orders or invoices via fax or email in multiple languages
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Fax to EDI Service Overview
The service receives faxes,
extracts data from fax images
into electronic data formats for
input into business
applications.
Formatted data is
automatically delivered to
business systems within 1-2
hours with guaranteed
99.5%+ field level accuracy
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How it works
Cloud Fax IDR, OCR, ICR Business Rules
Processing Quality Checks
Exception
Handling via Web
Portal
Delivery of Fax
Image and Data
File
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Image Pre-processing Automated Image Cleanup and Enhancement
Intelligent page
orientation, de-
skew and crop
Automatic
line removal
Dynamic image
cleanup and
enhancement
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Forms ID/Review Process Human Review of Document ID and Classification
Thumbnail review of all pages to ensure proper classification, linking, orientation, quality, etc.
Inventory reconciliation to ensure all pages/documents processed
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OCR Editing, Verification,
Validation
Field-by-field human
evaluation and editing
of OCR results
Database lookup and
matching. Business
rule validation and
processing
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Key Features and Functionality
Captures the data stored in faxes and emails
Interprets information using advanced OCR, ICR, IDR, adaptive reading, and other technologies
Turns documents into machine-readable data
Implements your business rules
Human validation
Delivers data to business systems or Trading Grid Messaging Service within 30-120 minutes with guaranteed 99.5% field level accuracy.
Supports the multiple languages
Original document is indexed and provided for archiving
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Benefits of Small Partner
Enablement
Administrative cost reductions of 30-60%
Significant reduction in error-related losses – manual keying generates 10% errors on average. Improved data accuracy should reduce losses due to incorrect information
Management and control of peak processing – elimination of staffing challenges and order/invoice data accuracy during peak order cycles
Improved customer service – customer service can spend 50% of their time entering data – have them focus on higher value contributions
Improved visibility – manual processes are difficult to track. By automating the exchange of documents, companies are better able to track the status of an order, for instance.
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Medical Equipment Focus customer service on building relationships
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Consumer Packaged Goods Eliminate most manual processing
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Medical Supplies Managing short fulfillment times
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#1 Enterprise Cloud Fax service*
30% of large enterprise segment
(over 500 seats)
40% of enterprise production fax market
Fax Service Markets: 2013-2018 (Davidson Consulting)
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OpenText, which is a leader in enterprise
information management (EIM), now has the
leading fax server business, the leading FoIP
server business, and the leading Enterprise Fax
service business.
Computer-Based Fax Markets: 2013-2018
(Davidson Consulting)
Thank You www.gxs.com
800-334-2255
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