OpenText Fax to EDI. Pam Bernardino, VP of Product Management, OpenText Greg Horton, Director Product Marketing, OpenText
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1 OpenText Fax to EDI Pam Bernardino, VP of Product Management, OpenText Greg Horton, Director Product Marketing, OpenText
2 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 OpenText 2014 All Rights Reserved. 2
3 The Challenge of Supporting SMB Trading Partners Small Businesses Lack: Budget Resources Experience OpenText 2014 All Rights Reserved. 3
4 Expanding SMB Enablement Capabilities Size of Supplier Small Mid-Size Large SOHO Very Small Small Medium National Global Fax Web Forms Secure Paper Capture Desktop Translator Integration Broker Enterprise Resource Planning Complexity of B2B Needs OpenText Fax Solutions and Secure Messaging OpenText 2014 All Rights Reserved. 4
5 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 Manual fax and paper handling and rekeying data creates inadvertent but costly data errors Receiving orders or invoices via fax or in multiple languages OpenText 2014 All Rights Reserved. 5
6 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 OpenText 2014 All Rights Reserved. 6
7 How it works Cloud Fax IDR, OCR, ICR Quality Checks Business Rules Processing Exception Handling via Web Portal Delivery of Fax Image and Data File OpenText 2014 All Rights Reserved. 7
8 Image Pre-processing Automated Image Cleanup and Enhancement Intelligent page orientation, deskew and crop Automatic line removal Dynamic image cleanup and enhancement OpenText 2014 All Rights Reserved. 8
9 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 OpenText 2014 All Rights Reserved. 9
10 OCR Editing, Verification, Validation Field-by-field human evaluation and editing of OCR results Database lookup and matching. Business rule validation and processing OpenText 2014 All Rights Reserved. 10
11 Key Features and Functionality Captures the data stored in faxes and s 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 minutes with guaranteed 99.5% field level accuracy. Supports the multiple languages Original document is indexed and provided for archiving OpenText 2014 All Rights Reserved. 11
12 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. OpenText 2014 All Rights Reserved. 12
13 Medical Equipment Focus customer service on building relationships OpenText 2014 All Rights Reserved. 13
14 Consumer Packaged Goods Eliminate most manual processing OpenText 2014 All Rights Reserved. 14
15 Medical Supplies Managing short fulfillment times OpenText 2014 All Rights Reserved. 15
16 #1 Enterprise Cloud Fax service* 30% of large enterprise segment (over 500 seats) 40% of enterprise production fax market Fax Service Markets: (Davidson Consulting) OpenText 2014 All Rights Reserved. 16
17 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: (Davidson Consulting) OpenText 2014 All Rights Reserved. 17
18 Thank You
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