XBOUND for Shared Services Enriching your current SSC Model with Multichannel Process Automation. John Craig & Gunter Indenhoek

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1 XBOUND for Shared Services Enriching your current SSC Model with Multichannel Process Automation John Craig & Gunter Indenhoek

2 Industry recognition Harvey Spencer Associates Software vendors have grabbed hold of the concept of SPAs (Smart Process Applications). This should not be a surprise; SPAs represent a large and emerging market. Vendors in the ECM, BPM, and case management markets like Kofax, ReadSoft, Fujitsu see SPAs as a refreshing way to position their agile technology to the business decisionmakers, where budgets and IT staff are migrating. Source: Smart Process Apps - One Year Later, Forrester, Craig Le Clair, December 10, 2013 ReadSoft is referenced on a short list: as a vendor offering a suite of applications that supports indirect spending for goods and services, from requisition through approval to pay. Source: Hype Cycle for Procurement, 2013, Gartner, July, as an AP Invoice Automation Vendor. Source: IT Market Clock for Financial Management Applications, Nigel Rayner, Gartner, August 2013 ReadSoft owns 11% of the Batch Transaction Capture segment, the largest (40%) of four market segments within the Document Capture Software Market. Source: The Worldwide Market for Document Capture Software: Featuring Market Analysis, Harvey Spencer Associates, Inc., 2012

3 Our offering Industries Manufacturing Retail Bank & finance Insurance Government Service providers Survey companies Energy companies on-premise cloud hybrid business documents & requests in any format target systems invoices shipping notifications delivery notes paper Business process automation: purchase orders remittance advices master data /pdf Purchase-2-Pay applications Order-2-Cash applications claims forms others electronic Mailroom applications many others

4 Our Value: five building blocks Industries Manufacturing Retail Bank & finance Insurance Government Service providers Survey companies Energy companies on-premise cloud hybrid business documents & requests in any format target systems invoices shipping notifications delivery notes paper Business process automation: purchase orders remittance advices master data /pdf Purchase-2-Pay applications Order-2-Cash applications claims forms others electronic Mailroom applications many others

5 Targets: The Document Burdened SSCs Finance Healthcare Insurance BPO/DPOs Shared Characteristics Large Volumes: Mail, , Fax, & Web (Multi-channel Input) Multiple Processes SLA Driven (CSR & Service Levels Visibility) Increasing Labor Costs Low Value per Document (perceived)

6 Targets: The Document Burdened SSCs Finance Healthcare Insurance BPO/DPOs Shared Characteristics Large Volumes: Mail, , Fax, & Web (Multi-channel Input) Multiple Processes SLA Driven (CSR & Service Levels Visibility) Increasing Labor Costs Low Value per Document (perceived)

7 WHAT IS XBOUND? The Glue for Large Scale Document Processing: Consolidate the Processes on a Single Platform A Single Platform for... Imaging Data Extraction Multiple Processes Administration & KPIs Multiple Destinations SLAs Real Time Visibility...Business Process Automation BPA

8 XBOUND Central Platform for Production in Large Scale Document Automation

9 Smart & Flexible integration of Intelligent Data Capture modules Supports different vendors for intelligent data capture, OCR & Classification/Separation XBOUND INTEGRATION Many customers already have some OCR/ICR/IDR Allows flexibility & greater Potential for Partnerships

10 FROZEN ZONE The lack of a central platform causes multiple pain points in production - SSC Complex administration High demand of manpower Reporting islands High risk of IT operation High cost of ownership Multiple user interfaces Missing flexibility Missing scalability Complexity Costs Risk 10

11 Modern SO Architecture (SOA) is the base for high scalability and flexibility XBOUND PROCESS DESIGNER (MGT. CENTER) XBOUND PROCESS MONITOR (MGT. CENTER) XBOUND USER CLIENTS XBOUND STANDARD COMPONENTS XBOUND CUSTOM COMPONENTS.NET Remoting, WCF*. HTTP (IIS), XBOUND Native** XBOUND PLATFORM (XBOUND Standard Interface) Platform to storage communication (LAN, WAN) Data Storage Microsoft SQL, Oracle DB, IBM DB2 UDB *Windows Communication Foundation,.NET 3.0 **The binding xbound Native was developed by foxray. It optimizes data transfer between applications and application server

12 XBOUND Process Automation for SSCs Multi-channel input Distributed sites and multi-format sources Flexible automation model Centralized control of business rules Agile, scalable platform Target-system independent output Web Image PDF Digital archive Workflow in business applications Paper Word Excel Fax SAP, Oracle, Microsoft, other ERPs Cloud HR PDF, XML, fax, word, excel, image, Web or mobile applications Multi-format XBOUND BPA Platform Process Design, Monitor 100% in = 100% out Track & Trace

13 XBOUND Process Automation for SSCs Multi-channel input Distributed sites and multi-format sources Flexible automation model Centralized control of business rules Agile, scalable platform Target-system independent output Web Image PDF Digital archive Workflow in business applications Paper Word Excel Fax Multi Channel Capture Sorting, reading, identification SAP, Oracle, Microsoft, other ERPs Cloud HR PDF, XML, fax, word, excel, image, Web or mobile applications Multi-format XBOUND BPA Platform Process Design, Monitor 100% in = 100% out Track & Trace

14 XBOUND Process Automation for SSCs Multi-channel input Distributed sites and multi-format sources Flexible automation model Centralized control of business rules Agile, scalable platform Target-system independent output Web form Paper PDF Word Fax Image Multi Channel Capture Sorting, reading, identification - Claims - Policies - A/P Invoices - A/R - HR Docs - Contracts - Healthcare Records Digital archive SAP, Oracle, Microsoft, other ERPs Workflow in business applications Cloud HR PDF, XML, fax, word, excel, image, Web or mobile applications Multi-format XBOUND BPA Platform Process Design, Monitor 100% in = 100% out Track & Trace

15 XBOUND Process Automation for SSCs Multi-channel input Distributed sites and multi-format sources Flexible automation model Centralized control of business rules Agile, scalable platform Target-system independent output Web form Image External validation or check Credibility, Background Automated Customer Feedback Digital archive Workflow in business applications Paper Word Excel Fax Automated Customer Feedback Entry and Status of Processing Multi Channel Capture Sorting, reading, identification Deliver Validated results, Completeness, Basic info (metadata, checks, decisions) Internal validation or check Application, Identity, Internal databases, Validity SAP, Oracle, Microsoft, other ERPs Cloud HR PDF, XML, fax, word, excel, image, Web or mobile applications Multi-format XBOUND BPA Platform Process Design, Monitor 100% in = 100% out Track & Trace

16 XBOUND Process Automation for SSCs Multi-channel input Distributed sites and multi-format sources Flexible automation model Centralized control of business rules Agile, scalable platform Target-system independent output Web form Image External validation or check Credibility, Background Automated Customer Feedback Digital archive Workflow in business applications Paper Word Excel Fax Automated Customer Feedback Entry and Status of Processing Multi Channel Capture Sorting, reading, identification Deliver Validated results, Completeness, Basic info (metadata, checks, decisions) Internal validation or check Application, Identity, Internal databases, Validity SAP, Oracle, Microsoft, other ERPs Cloud HR PDF, XML, fax, word, excel, image, Web or mobile applications Multi-format XBOUND BPA Platform Process Design, Monitor 100% in = 100% out Track & Trace

17 Vision XBOUND provides centralized jobs, task management & visibility based on an XBOUND network Central management & reporting Connected XBOUND processes Central XBOUND Management Center Central statistics database

18 XBOUND PROCESS DESIGNER Rapid Onboarding new Client &/or Process 3

19 XBOUND PROCESS MONITOR VISIBILITY of the documents for all clients & processes through the entire production process

20 SLA Reporting Statistics Real Time Visibility

21 Standard Reports Example: Backlog Report

22 Standard Reports Example: Processing Report

23 XBOUND Fit with Capture Components XBOUND Standard Components ReadSoft Capture Components XBOUND Process Designer XBOUND Process Monitor XBOUND SLA Reporting XBOUND KPI Reporting XBOUND Log Explorer XBOUND Management Center Administration New New New Setup document specifications for classification, separation and extraction Multichannel Input Classification & Separation Inspection Client Interpretation Knowledge Processing Validation Verification Client Export XBOUND platform

24 Your major benefits Faster Onboarding/new docs Faster Process Times Lower IT costs via consolidation Scalability 100% In / 100% Out Visibility & KPIs throughout the process SLAs

25 Multichannel Process Automation Live Demonstration

26 Reminder Have you met Harvey Spencer? Connect with him to learn how manufacturing companies can expand technology around SSC

27 Thank You! Question & Answer

28

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