BUSINESS PROCESS AUTOMATION. Document digitisation and records management solutions. Delivering value. Enabling success. Integrated Services

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1 BUSINESS PROCESS AUTOMATION digitisation and records management solutions Delivering value. Enabling success. Integrated Services is a proud member of the BankservAfrica Group Integrated Services

2 BANKSERVAFRICA INTEGRATED SERVICES WHO WE ARE BankservAfrica Integrated Services is a wholly-owned commercial subsidiary of BankservAfrica, ring-fenced as a separate entity to minimise risk as part of our compliance with the requirements of the South African Reserve Bank and the Payments Association of South Africa. BACKGROUND For over 40 years BankservAfrica, Africa s largest automated payments clearing house, has played a central role in processing billions of transactions annually, with an impeccable record of security and dependability. For over 40 years we have been building an unimpeachable reputation as a trusted partner whose industry relationships are as dependable as our service. As a leader in the South African payments industry, we provide world-class systems, technology, infrastructure and resources and offer a wide range of highly sophisticated products and solutions. WHAT WE DO BankservAfrica Integrated Services delivers a comprehensive spectrum of financial, business, information and communication solutions that work together to provide every service needed to consolidate, simplify and optimise solutions, from communication and information functionality, business infrastructure and software, to core banking and finance systems and the facilitation of electronic payments. In the multi-faceted complexity of the financial worlds that make up the modern economic universe, we strive to provide consistent, dependable and client-centric service through efficiency, focus, dedication and innovation, with the ultimate aim of reducing the complex and maximising potential by simplifying our worlds. 2

3 There are significant costs, risks and inefficiencies associated with paper-based systems and manual business processes. We offer a full range of document imaging and management services that automate your business processes digitally. In lowering your costs and optimising the security, storage, access and management of your information, our solutions also enable compliance with the evolving legislation regarding this key business function. BUSINESS PROCESS AUTOMATION FLEXIBLE, AGILE AND ACCESSIBLE From offerings for small owner-managed businesses, to those for full corporate Enterprise Content Management (ECM), our solutions are scalable, ensuring that your initial investment is protected. Our document imaging processes convert your office documents into digital format, enabling your business to capture, store and archive paper documents. You can enjoy secure and immediate access to your documents at any time, from any location, including your mobile phone while saving on the cost of storage and cabinet space with certified document destruction. 3

4 Our end-to-end document management solutions can be tailored to low- or high-volume projects, from digital generation to warehousing. They streamline both storage and access, automating and integrating your business processes, applications and workflow in a customised package to meet your unique requirements. A PROCESS MODEL FOR BESPOKE SOLUTIONS Each component in our model has defined processes and deliverables. By combining them, we design solutions to meet your unique requirements. WHAT WE OFFER OFFER DIVERSE OPTIONS FOR UNIQUE NEEDS From Electronic bill presentment and payment (EBPP), to a variety of global brand platforms in all aspects of document management, we offer 24 hoursa-day, 7 days-a-week 365 days-a-year in-sourced or outsourced solutions, either on-site or off-site. In addition, we can deploy independent, centralised or managed teams of people for our document preparation, back-scanning and indexing solutions. OUR OFFERING destruction certification Identification and training of personnel Governance, records, report and output management, and information and compliance solutions Automated statement services Enterprise content management (ECM) Needs analysis Quality document composition, conversion, retention and management Taxonomy consulting Back scanning, day-forward scanning and indexing for documents of any size, including unique drawings and paintings Print stream transformation and conversion OCR optimisation EBPP 4

5 Our document imaging and management solutions deliver a range of measurable cost, compliance, productivity and service benefits and will have a dramatic impact on your organisation s customer service levels, corporate risk profile and ability to compete. DOCUMENT IMAGING AND MANAGEMENT SOLUTIONS The document imaging and management process A B C D E Initial and ongoing system evaluation System modification and improvement identification preparation Scanning Goal of the document process: Information should be available when an authorised user wants it, in the format they want it in, regardless of the physical location. View and indexing Transfer physical and E-doc to storage Off-site back-up F G H destruction Off-Site archiving retrieval On-line DM Hosting management M L K J I Valuable office and storage space utilisation Administration Integration into existing CRM, ECM, workflow and application systems Efficient archiving and access anywhere, anytime Processing duplication COSTS REDUCED OR ELIMINATED IN Paper handling reconstruction Automated rather than manual processes PRODUCTIVITY INCREASED BY Business continuity Moving paper between locations Quick access for informed decision-making Multiple and concurrent access to documents 5

6 Our highly scalable solutions have been developed by global organisations and are each powerful solutions in their own right, supporting heterogeneous environments. Our comprehensive understanding of each of the solutions enables us to offer them as integrated, end-to-end enterprise content management, document management and output management offerings. INFORMATION GOVERNANCE AND COMPLIANCE CREATE DATA TEMPLATE DOCUMENT INTEGRATE CAPTURE SCAN Automate Simplify Automate Business process automation Workflow Manage document lifecycle EBPP Present Distribute Integrate PDF WORD STATEMENT INTEGRATE USE EFORM VIDEO IMAGE INVOICE EXCEL 6

7 We understand documents, from the creation of large volume customer communications to individual personalised customer documents, through the lifecycle of each document as it drives and supports the business processes that drive your organisation using our information governance, document management, workflow and business process automation solutions. We enable the declaration of records ensuring that legislative and compliance requirements are met, and we securely house each document in a manner that supports your individual business process. Over the life of a document, we ensure that the document is removed at the right time so that business and legislative requirements are met. DOCUMENTS FROM START TO FINISH DOCUMENT COMPOSITION composition solutions create and deliver all your customer communications: bills, statements, notices, letters, policies, direct mail campaigns, booklets and brochures. They extend throughout your enterprise, putting the power of document personalisation and automation at your employees fingertips. With an architecture intended for integration, existing systems and workflows are seamlessly linked, increasing the return on investment (ROI) of existing investments and ensuring a high level of user acceptance. Our flexible and interactive solutions enable customer-facing staff to create documents such as policies, letters and quotes while speaking to customers, merging customer data with standard document templates and personalised communication all the while ensuring that the quality and integrity of the communication meets your company s standards. By integrating with your production output systems to generate electronic and print content, reduce cycle times and save the extra cost typically associated with manual processes and mail merge applications. Composition is ideal for organisations such as financial services, insurance, utilities and government. It is well suited for document-centric business processes that combine user-specific data, pre-approved static content and user-entered or selected ad-hoc content. Accelerated business processes Elimination of bottlenecks Parallel business processes SERVICE TO YOUR CUSTOMERS IMPROVED BY Quicker resolution of queries Immediate access from any location Increased competitive advantage 7

8 ENTERPRISE CONTENT MANAGEMENT, DOCUMENT MANAGEMENT AND OUTPUT MANAGEMENT SOLUTIONS Our industry leading enterprise content management, document management and output management solutions empower organisations by increasing profitability and productivity through integrated document management, workflow management, business process management and records management into a single application. Our solutions integrate with any business application, enabling users to view all associated documents in context seamlessly while working in the business application delivering relevant information to you when you need it where ever you are. By transforming documents into information which becomes the lifeblood of an organisation, easy accessibility to this information frees staff from manual tasks while increasing customer satisfaction because of quicker turnaround times with the benefit of increased employee productivity which means containing the costs of running your business. ENTERPRISE PRINT MANAGEMENT Not only can we manage electronic output, we are also able to enable the assured delivery of documents to a wide variety of destinations, simplifying and substantially reducing printing and print server costs with a typical ROI of just a few months. RECORDS, GOVERNANCE AND COMPLIANCE Our solution helps manage corporate risk and improves operational efficiency in organisations, as they work to achieve compliance with regulations and laws governing enterprise information and records management. It is a patent-pending platform that powers global corporate information governance programmes for both electronic and physical content. With our solution you can create corporate policies that are actively enforced across organisational and jurisdictional boundaries, IT systems, content repositories, cloud-based applications and paper archives. It can manage multi-jurisdictional policies and granularity of governance events, and provides in-place, active policy enforcement wherever governed content resides, even across a potentially decades-long life-cycle. This facilitates better business decisions and mitigates risk associated with information management. Business continuance and DRP Vastly improved customer-service levels Corporate governance regulations preservation BENEFITS OF COMPLIANCE Significantly reduced company risk profile Access to audit trails Enhanced document security Enhanced data integrity 8

9 Our EBPP (electronic bill presentment and payment) solution is a consolidated, convenient and cost effective platform for storing, archiving and retrieving different statements and bills from various business units and billers. ELECTRONIC BILL PRESENTMENT AND PAYMENT The system is a form of electronic billing in which a company or biller presents its bills or invoices to customers and in turn customers pay the amounts due in these invoices via online banking or other payment channels. The platform enables our clients to reduce expenses associated with bill management, collection, processing, printing and distribution. Beyond the document scanning, tracking and preservation that our systems offer, our EBPP capabilities deliver convenience and real-time functionalities in a fully integrated, efficient and state-of-the-art billing system across all channels in a completely paperless environment. 9

10 THE EBPP MODEL COMPETITIVE COLLABORATIVE COMPETITIVE BILL ACQUIRER TXN ENABLER Biller/Merchant 1 Biller/Merchant 2 Biller/Merchant 3 Biller/Merchant 4 BANK 1 BANK 2 INFORMATION EXCHANGE Standard interface Real-time switch Customer profile BANK 1 Internet ATM Mobile BANK 2 Internet ATM Mobile Biller/Merchant 5 Biller/Merchant 6 Non-bank technical service provider EXCHANGE DATABASE NON-BANK 1 Internet ATM Mobile Customer registration Bill provision -Real-time -Batch Real-time payment mark-off Agreements Data flow Biller registration database Biller maintenance Customer registration Bill storage and switching Real-time payment notification Reconciliation Invoicing Audit trails Customer registration Bill presentment Bill payment -Clearing -Settlement Payment confirmation 10

11 CONTACT DETAILS imaging and scanning Gary Stone Landline: +27 (0) Mobile: +27 (0) management Scott Rossouw Landline: +27 (0) Mobile: +27 (0) Electonic bill presentment and payment Max Sokolich Landline: +27 (0) Mobile: +27 (0) Kent Avenue Corner Harley Street Randburg Johannesburg South Africa Your outsourcing partner for end to end solutions such as hosted or onsite document scanning, document and output management solutions with full workflow and recordsmanagement support. 11

12 Integrated Services