Creating a Win-Win Strategy for. Combining Capture and Microsoft SharePoint. EMC Corporation

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1 Creating a Win-Win Strategy for Automating your Paper by Combining Capture and Microsoft SharePoint EMC Corporation 1

2 The Office of the Future the use of paper in business for records and correspondence should be declining by 1980, and by 1990, most record-handling will be electronic. Vincent E. Giuliano, BusinessWeek, June 30,

3 Annual paper consumption Worldwide Million Tons Paper is, and will continue to be a critical component of business transactions. 3

4 Each document costs you $20 in labor to file $120 in labor searching $1 per document to store $5 per document to retrieve and on average, 5% of documents are lost 25 hours to recreate 4

5 3 Things to Consider When it Comes to Creating a Capture Strategy for SharePoint Paper will continue to play a role in daily business operations, and how we manage it will critically important. Addressing the challenges with paper require a complete capture offering, with distributed capture and automation. Capture and Microsoft SharePoint together enable you to managing paper in small departments or across larger enterprises. 5

6 A Good Starting Point Focus on Paper Reduced cost Costs on storing and shipping paper Labor costs Improved productivity Reduction in manual process handling Increase processing speed Stronger compliance Greater controls around paper 6

7 Where to Store Digitized Paper? 7

8 Putting it All Together Storage & Retrieval Get Rid of Your Paper Reduce Storage Cost Speed Access Manage Risk Supporting Paper-Based Processes Stop Paper from Slowing Your Business Reduce Processing Cost Accelerate Business Manage Risk 8

9 More Than Just Imaging Scanning a document to create a digital image is only half the equation 9

10 Turning Paper Into Intelligent Documents Intelligent Document Capture for SharePoint Court Order Doc Type Court Order CCN 1830L Gender Male Race White Easily Accessible, Process-ready Business Data Real value comes from: Intelligent data and document capture Centralized and distributed processing Management and monitoring Ability to support case-based processes 10

11 Very Safe Investment The substantial business value that many enterprises achieve with imaging makes imaging i one of the safest ECM investment areas. Kyle McNabb Advanced capture applications offer an excellent ROI opportunity users are typically seeing payback in 12 months or less, and often less than 6 months. Melissa Webster 11

12 Customer Case Study World s leading specialty distributor of advanced network technology solutions. Utilizing document capture with SharePoint, ERP (JD Edwards), EDI (BizTalk) to streamline the purchase order process Business Drivers Purchase order process was exclusively reliant on manual data entry Need to automate the data extraction process and integrate with other systems Beyond SharePoint ERP JD Edwards ecommerce Inhouse development - Microsoft Outlook EDI BizTalk environment 12

13 Customer Case Study World s leading specialty distributor of advanced network technology solutions. Utilizing document capture with SharePoint, ERP (JD Edwards), EDI (BizTalk) to streamline the purchase order process Results Saving a minimum of $8500 per month in error reduction Reduced from 16 staff (data entry) to 6 Duplicate orders reduced by 2/3rds Order processing has gone from 2-3 days in peak period to 92-97% 97% same day Order accuracy is 99% 13

14 Capture Mid to Large g Size Organizations g Corporate Office Customers Regional Offices M bil Worker Mobile W k Branch Offices 14

15 The Need to Support All Capture Environments Centralized Batch Capture Integration Fax Machine Integration Networked MFP Capture Ad-Hoc Desktop Capture Ad-Hoc Browser-based Capture 15

16 Customer Case Study A major international financial services group headquartered in Scotland. It provides asset-managing services for retirement, investment and protection to some 6.5 million customers globally. Utilizing document capture with SharePoint, as part of their overall ECM Strategy Business Drivers Initiative was to perform the centralization and consolidation of the capture and the scanning of paperbased documents for various business units A single, unified software infrastructure for capture and document management Architecture needed to support current and future needs 16

17 Customer Case Study A major international financial services group headquartered in Scotland. It provides asset-managing services for retirement, investment and protection to some 6.5 million customers globally. Utilizing document capture with SharePoint, as part of their overall ECM Strategy Results Implemented Microsoft as their ECM platform for managing paper-based documents Document capture used in centralized mailroom and distributed (Ricoh MFPs) for several business units - Retail, Group Insurance, Group Savings and Retirement 17

18 Your Capture Check List Capture from all sources Automated data extraction Intelligent document classification Rapid and flexible configuration Application integration 18

19 EMC Captiva Enterprise Capture for SharePoint Invoice Number Acme Vendor Products Name 30 Purchase January Date 2008 $ Subtotal 6, Grand $ 6, Total Payment Net 30 Days Terms Capture Classify Extract t Validate Deliver Transform your documents into electronic images and business data Support centralized and distributed scanning environments Identify all documents and automate data capture Accelerate business processes 19

20 Bottom Line Automate paper p within the organization Take an Enterprise view of capture to maximize business efficiency One of the safest IT investments: ROI s in <12-months Capture extends the potential value of SharePoint and allows companies to focus on paper-based processes for greater efficiency and ROI 20

21 21

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