Capture Capitalist

Intelligent Document Processing and Capture Solutions in Healthcare Navigation and Care Coordination Marketplace

noreply@blogger.com (CAPTURE CAPITALIST) — Wed, 29 May 2024 14:29:00 +0000

Leveraging Intelligent Document Processing and Capture Solutions in Healthcare Navigation and Care Coordination Marketplace

In the dynamic and demanding landscape of healthcare navigation and care coordination, efficient data management and seamless integration of information are paramount. CAPSYS CAPTURE™, developed by CAPSYS Technologies, stands out as a transformative tool, addressing the unique challenges faced by the Healthcare Navigation and Care Coordination marketplace.

Addressing Complex Challenges

Navigating Voluminous Data: Healthcare organizations manage vast volumes of faxes daily, containing crucial patient information. CAPSYS CAPTURE™ efficiently handles this data, ensuring that no detail is overlooked.

Extracting Crucial Patient Information: The software excels in identifying "high-value" business data within unstructured documents, crucial for making informed healthcare decisions. High-Value business data includes critical values such as Patient First and Last Names, Member IDs, Date of Birth, and more.

Providing Actionable Insights: Organizations need granular insights into processing times and worker interactions. CAPSYS CAPTURE™ provides real-time data, facilitating continuous improvement and optimization.

Ensuring Scalability and Availability: The robust architecture of CAPSYS CAPTURE™ supports a resilient and expandable system, ready to scale as the organization grows.

Innovative Solutions

Integration with RightFax®: Fax sending and receiving is at the heart of the Healthcare industry. This integration allows for enhanced fax manipulation, giving users the flexibility to reorder, rotate, delete, split, copy, divide, and combine together faxed document pages and documents as needed.

DynamicOCR Engine: CAPSYS's proprietary OCR technology utilizes advanced search techniques and AI to improve data extraction accuracy continuously.

Flexible Automation: The Process Manager and ExecuBOTS™ within CAPSYS CAPTURE™ enable intuitive workflow design and seamless data validation and transfer with core line of business systems used within the healthcare marketplace and aligns perfectly with healthcare coordination tasks.

Actionable Insights: Detailed business metrics offer real-time insights, enhancing both user and patient experiences through AI-driven improvements.

Robust Architecture: The Server Grouping Technology™ ensures that healthcare services remain uninterrupted, providing a scalable solution that can handle future demands.

Project Outcomes

The implementation of CAPSYS CAPTURE™ has set a new standard in healthcare coordination:

Revolutionized Fax Handling: Unprecedented usability and functionality in managing faxed documents.

Enhanced Data Extraction: Unmatched accuracy in OCR, ensuring critical information is captured.
Rich Metrics for Optimization: Actionable insights that drive continuous improvement.
Future-Ready Solutions: A scalable and robust architecture ready for future healthcare needs.
Conclusion

CAPSYS Technologies has distinguished itself through a unique partnership approach, offering state-of-the-art solutions that align with the core values and requirements of healthcare organizations. The synergy of CAPSYS CAPTURE™, DynamicOCR, Process Manager, and Server Grouping Technology™ addresses pressing challenges while setting new benchmarks in the industry. This patient-centric, innovative approach ensures long-term success built on empathy, trust, and mutual benefit.

For more information on how CAPSYS can assist with your organization's unique needs, visit CAPSYS Technologies.

Trademarks: CAPSYS CAPTURE™, DynamicOCR, Process Manager, and Server Grouping Technology™ are trademarks of CAPSYS Technologies. RightFax® is a registered trademark of its respective owner.

Additional Resources:

www.idt-inc.com
www.idtconsulting.com
www.hrecmsolutions.com
www.governmentecmsolutions.com
www.ecmconversionservices.com

https://capturecapitalist.podbean.com

www.convertingoracleipm.com
www.aerospacedefenseecmsolutions.com/

#digitaltransformation #iotsmartconnectedscanning #people augmented AI solutions

Get Down To Business with Scott "Shalom" Klein.

noreply@blogger.com (CAPTURE CAPITALIST) — Wed, 14 Feb 2024 17:32:00 +0000

Scott "Shalom" hosts a weekly radio show where he gets down to business! The format features interviews with leaders in business, employment and politics as well as strategic advice on building your business, success stories and finding jobs. Tune in on Sundays at 6pm on AM 560 WIND.

On February 9th, Scott interviewed Paul about the latest trends in Document Imaging post-Covid, updates on IoT Document Capture Technology in the B2B marketplace and more!

Full broadcast/replay is available by clicking on the link below:

Podcast of “Get Down To Business” – 02/11/2024 – Richard Parker, Matthew Weiss, Paul Szemplinski and Major General (Retired) Gregg Martin

Link to Salem Media's AM560 website: https://560theanswer.com/

IDT show segment available here: https://www.youtube.com/watch?v=qAPQNbza75k

Link to Shalom's website: https://www.syklein.com/

For more details about IDT and our full range of Enterprise Content Management products and service offerings, please visit https://www.ready4idt.com.

All the best,

CAPTURE CAPITALIST

Additional Resources:

www.idt-inc.com
www.idtconsulting.com
www.hrecmsolutions.com
www.governmentecmsolutions.com
www.ecmconversionservices.com

https://capturecapitalist.podbean.com

www.convertingoracleipm.com
www.aerospacedefenseecmsolutions.com/

#digitaltransformation #iotsmartconnectedscanning #alarisworld

Digitizing 70,000 Aperture Cards for Triangle Package Machinery with IDT's Cloud-Based Document Capture and ECM Solution

noreply@blogger.com (CAPTURE CAPITALIST) — Wed, 01 Nov 2023 20:41:00 +0000

Introduction

It's fascinating to briefly explore the significant impact that a prominent Chicagoland-based manufacturing staple has had on our global food supply and safety over the past 100 years!

Triangle Package Machinery, renowned for its packaging equipment serving many of the well-known household food manufacturing brands consumed every day, was confronted with the monumental task of modernizing over 70,000 analog aperture cards containing crucial engineering records dating back to the 1950s.

The aperture cards contain manufacturing equipment designs for packaging equipment that are still in use worldwide dating back 50 or more years.

Collaborating with Integrated Document Technologies (IDT), an industry leader with 30 years of Digital Transformation expertise, they embarked on a transformative project leveraging IDT's ECM technology stack - CAPSYS CAPTURE ONLINE, and OnBase by Hyland and all 100% hosted securely in the cloud.

Problem Statements

The existing system of analog aperture cards posed several challenges:

• Inefficient customer service response times

• Difficulty in accessing historical engineering data

• Risk of physical damage or loss to critical documents

• Escalating operational costs

• Media degradation due to the aging process

Solution

The solution was a multifaceted approach, incorporating cutting-edge technology and meticulous hands-on processing by the professionals at IDT.

Phase 1: Assessment and Planning

IDT conducted a comprehensive assessment and crafted a robust strategy, focusing on leveraging the power of cloud-based technologies from CAPSYS CAPTURE ONLINE and Hyland Software.

Phase 2: Implementation

Shipment and Inventory to IDT's Itasca, IL Facility

Aperture cards were carefully packed and shipped to IDT's scanning services processing center in Itasca, IL. Once received at IDT’s facility, each card was meticulously inventoried and prepped, maintaining the utmost care and integrity of the vital records. Prepping was tedious as many of these aperture cards had not been touched in decades, and thus had the tendency to stick to each other which would cause jamming issues for the aperture card sheet feeding mechanisms.

Digitization with CAPSYS CAPTURE ONLINE

Using the cloud-hosted CAPSYS CAPTURE ONLINE, the aperture cards were converted into high-resolution digital images. Stringent quality controls ensured that scanned images met the required standards. Integration with OnBase by Hyland Digital images was imported into Hyland, a cloud-hosted enterprise content management solution. Hyland’s secure cloud architecture allowed for centralized storage, seamless integration, and robust security. Customized workflows enhanced collaboration, efficiency, and compliance.

Return of Aperture Cards
The original cards were securely returned to Triangle Package Machinery preserving their historical value. However, now that all the aperture cards are digitized, they are accessible by Triangle’s Engineering staff 24 x 7 safely and securely using only a web browser. Aperture cards can be easily imported into their Engineering CAD software for further review while making any necessary modifications.

Phase 3: Training and Support

Comprehensive training for OnBase by Hyland ensured smooth adoption. Continuous support was provided, tailored to Triangle Package Machinery's evolving needs.

Outcome

The integration of CAPSYS CAPTURE ONLINE and OnBase by Hyland's cloud-hosted solutions resulted in:

• Significantly improved customer service experience

• Rapid, secure access to historical engineering data

• Enhanced collaboration and efficiency within the engineering team

• A tangible reduction in operational costs

• Strengthening of data security and compliance through cloud hosting

Conclusion

Triangle Package Machinery’s digital transformation, led by IDT and supported by the 100% cloud-hosted solutions of CAPSYS CAPTURE ONLINE and OnBase by Hyland, exemplifies the synergy of technology, hands-on expertise, and cloud computing. From meticulous handling at IDT’s Itasca facility by its Professional Staff to the seamless cloud-based integration of scanning and content management, this comprehensive approach modernized Triangle Package Machinery's handling of critical engineering documents.

The success of this project underscores the role of cloud-based solutions in delivering transformative change in the digital era. It stands as a testament to the power of collaboration, integration, and innovative thinking, providing a blueprint for others seeking to embark on a similar path of digital transformation. The blend of cutting-edge technology with careful attention to detail has elevated Triangle Package Machinery's operational efficiency and customer service to new heights, reflecting a forward-thinking approach that resonates with the demands of contemporary business landscapes. Next on the list of projects from Triangle Packaging with IDT’s Assistance:

1) Imaging of Financial Records (AP/AR, Statements, Sales Orders, Historical Records, etc.)

2) Automating Human Resources such as Onboarding, Employee File Management, and Integration with an Online Payroll system.

3) Sales Change Order Process using Workflow, Dashboards, and Unity Forms from OnBase with electronic signature support, revision control, and document capture integrated with Triangle’s CRM solution.

4) Automation of Triangle’s Technical Service Bulletins.

For more details about Triangle Package Machinery Co.® and their offerings, visit https://www.trianglepackage.com.

For more details about IDT and our full range of Enterprise Content Management products and service offerings, please visit https://www.ready4idt.com.

All the best,

CAPTURE CAPITALIST

Additional Resources:

www.idt-inc.com
www.idtconsulting.com
www.hrecmsolutions.com
www.governmentecmsolutions.com
www.ecmconversionservices.com

https://capturecapitalist.podbean.com

www.convertingoracleipm.com
www.aerospacedefenseecmsolutions.com/

#digitaltransformation #iotsmartconnectedscanning #alarisworld

Comparing TWAIN-Based Scanning to IoT Smart Connected Scanning by CAPSYS Technologies and CAPSYS CAPTURE ONLINE

noreply@blogger.com (CAPTURE CAPITALIST) — Mon, 16 Oct 2023 15:13:00 +0000

Introduction

Document scanning is an essential component of modern businesses and organizations. While TWAIN-based scanning has been a staple for many years, the advent of IoT Smart Connected Scanning solutions, such as those offered by CAPSYS Technologies and CAPSYS CAPTURE ONLINE, introduces a new level of simplicity, efficiency, and integration to the document scanning process. Let's dive into a comparison of these two approaches:

TWAIN-Based Scanning

Setup and Configuration:

Device Connectivity:

Software Integration:

Workflow Automation:

Collaboration and Accessibility:

Ongoing Maintenance and Support:

IoT Smart Connected Scanning by CAPSYS

Setup and Configuration: IoT Smart Connected Scanning solutions streamline setup and configuration using an encrypted QR Code that is uniquely configured to match your particular scanning needs. The process is straightforward and anybody can scan the QR code having the device provisioned and operational with limited or no IT involvement that connects your IoT device(s) to a cloud-based platform.
Device Connectivity: IoT Smart Connected Scanners are not bound to a single location. They can be placed in various locations and connect to the network, enabling remote access and usage.
Software Integration: CAPSYS IoT solutions offer seamless integration through APIs and middleware, ensuring compatibility with various applications and systems without the need for individual driver installations.
Workflow Automation: IoT solutions by CAPSYS offer built-in automation features, such as intelligent document routing and data extraction, simplifying complex workflows and reducing manual intervention.
Collaboration and Accessibility: CAPSYS CAPTURE ONLINE provides cloud-based accessibility to scanned documents, allowing authorized users to access, collaborate, and make informed decisions from any location.

>> Watch a 6 Minute Video Demonstration of IoT Smart Connected Scanning Integrated with Salesforce CRM <<

Benefits of IoT Smart Connected Scanning by CAPSYS

Simplicity and Accessibility: CAPSYS' IoT solutions offer a streamlined setup, cloud-based accessibility, and user-friendly interfaces, making it easier for users to adopt and utilize the technology.

Integration and Compatibility: CAPSYS IoT solutions eliminate compatibility issues by offering standardized integration methods, enabling seamless communication with various software and systems.

Efficiency and Automation: CAPSYS' IoT solutions provide automation features that reduce manual tasks, accelerate processes, and enhance overall operational efficiency.

Security and Compliance: CAPSYS' solutions prioritize security with encryption, access controls, and compliance features, ensuring that scanned documents are protected and adhere to industry regulations.

Conclusion

While TWAIN-based scanning has served its purpose for many years, IoT Smart Connected Scanning by CAPSYS Technologies and CAPSYS CAPTURE ONLINE brings a new level of simplicity, integration, and efficiency to the document scanning process. By embracing IoT technology, organizations can streamline their scanning operations, enhance collaboration, and position themselves at the forefront of modern document management practices.

All the best,

CAPTURE CAPITALIST

Additional Resources:

www.idt-inc.com
www.idtconsulting.com
www.hrecmsolutions.com
www.governmentecmsolutions.com
www.ecmconversionservices.com

https://capturecapitalist.podbean.com

www.convertingoracleipm.com
www.aerospacedefenseecmsolutions.com/

For more information on IoT Smart Connected Scanning powered by CAPSYS CAPTURE ONLINE please visit https://www.capsystech.com or https://www.ready4idt.com or https://iotsmartconnectedscanning.com.

#digitaltransformation #iotsmartconnectedscanning #alarisworld

Revolutionizing Document Scanning with IoT Technology from CAPSYS

noreply@blogger.com (CAPTURE CAPITALIST) — Sun, 20 Aug 2023 21:08:00 +0000

Introduction

In today's fast-paced world, the efficiency of document management plays a crucial role in the success of businesses and organizations. Traditional document scanning methods are not only time-consuming but also prone to errors and inefficiencies. Enter CAPSYS, a pioneer in leveraging IoT (Internet of Things) technology to revolutionize the way we approach document scanning and management. In this blog post, we'll delve into the exciting world of IoT-powered document scanning and explore how CAPSYS is leading the way in transforming this essential business process.

The Power of IoT in Document Management

The IoT has permeated various industries, transforming the way we interact with technology and data. In the realm of document management, IoT technology has brought about a seismic shift in how documents are captured, processed, and utilized. IoT-enabled document scanning solutions, such as those offered by CAPSYS, combine cutting-edge hardware and intelligent software to streamline and enhance document management processes.

Real-time Connectivity: Traditional document scanning methods often require manual intervention, leading to delays and potential errors. With IoT technology, devices can be interconnected in real-time, allowing for instant data transfer, updates, and notifications. CAPSYS leverages this connectivity to provide a seamless and efficient document scanning experience.

Remote Accessibility: IoT-enabled document scanners can be remotely accessed and controlled, making it possible for employees to initiate scanning processes from various locations. This is particularly beneficial in today's remote and hybrid work environments, where access to physical scanners may be limited.

Enhanced Data Accuracy: CAPSYS employs advanced data capture technologies, including Optical Character Recognition (OCR) and Intelligent Character Recognition (ICR), which utilize machine learning algorithms to accurately extract and interpret data from scanned documents. This significantly reduces the chances of human errors and data inconsistencies.

Automated Workflows: One of the standout features of IoT-powered document scanning from CAPSYS is the ability to create automated workflows. These workflows can be customized to match the unique requirements of an organization, ensuring that documents are routed to the appropriate departments, individuals, or storage locations automatically.

Scalability and Integration: As businesses grow, their document management needs to evolve as well. IoT technology allows CAPSYS to create scalable solutions that can seamlessly integrate with existing software and systems, adapting to the changing needs of organizations without disruption.

Security and Compliance: IoT-enabled document scanning solutions prioritize security and compliance. CAPSYS incorporates robust encryption, access controls, and audit trails to safeguard sensitive information and ensure adherence to industry regulations.

Environmental Impact: By digitizing documents and reducing the need for physical storage, IoT-powered document scanning contributes to eco-friendly practices and the reduction of paper waste.

The CAPSYS Advantage

CAPSYS has emerged as a frontrunner in the realm of IoT-powered document scanning solutions. We have taken an innovative approach to leveraging IoT technology in document management has led to numerous benefits for businesses and organizations of all sizes:

1. Streamlined Processes: CAPSYS solutions reduce manual tasks and accelerate document processing, leading to improved operational efficiency.

2. Cost Savings: By automating workflows and minimizing errors, businesses can achieve significant cost savings in terms of time, resources, and potential legal penalties. IoT Smart Connected Scanning demonstrates a 40-65% cost savings over traditional, MFP, TWAIN-based document capture.

3. Enhanced Customer Experience: Quick and accurate document processing translates to faster response times and improved customer interactions.

4. Future-Proof Solutions: CAPSYS' commitment to innovation ensures that their solutions evolve alongside technological advancements, future-proofing your document management strategies.

5. Superior Image Quality: Perfect Page technology from Kodak Alaris is embedded into each and every IoT Smart Connected Scanning scanning appliance. Perfect Page produces superior image quality that is as good or better than the original. The patented image science technology is using “System on a Chip” architecture that is embedded in the firmware of every IoT Smart Connected Scanning appliance. More on that subject can be found here: https://idt-inc.com/faqs/

Conclusion

The marriage of IoT technology and document scanning offered by CAPSYS has ushered in a new era of efficiency, accuracy, and scalability in document management. By harnessing the power of real-time connectivity, automated workflows, and advanced data capture techniques, businesses can not only streamline their operations but also enhance security, compliance, and overall customer experience. As the digital landscape and digital document transformation continue to evolve, embracing IoT-powered document scanning solutions from CAPSYS is a strategic move that positions your organization at the forefront of innovation and success.

All the best,

CAPTURE CAPITALIST

Additional Resources:

www.idt-inc.com
www.idtconsulting.com
www.hrecmsolutions.com
www.governmentecmsolutions.com
www.ecmconversionservices.com

https://capturecapitalist.podbean.com

www.convertingoracleipm.com
www.aerospacedefenseecmsolutions.com/

For more information on IoT Smart Connected Scanning powered by CAPSYS CAPTURE ONLINE please visit https://www.capsystech.com or https://www.ready4idt.com or https://iotsmartconnectedscanning.com.

#digitaltransformation #iotsmartconnectedscanning #alarisworld

Top 10 Reasons IoT Smart Connected Scanning is the ideal solution for Microsoft 365 SharePoint

noreply@blogger.com (CAPTURE CAPITALIST) — Mon, 01 Nov 2021 19:39:00 +0000

While Microsoft Office SharePoint has been around since 2001, the basic formula for scanning documents into SharePoint has been largely the same for the past 30 years. The document capture experience for SharePoint (as well as other Content Services Platform and ECM solutions) have been primarily driven by PCs and/or MFDs (Multi-Function Devices), tethered connections, software drivers such as TWAIN or ISIS, Thick Client Application Software Installations, Ongoing Patching and Hotfixes, Virus/Malware/Ransomware installation, Training Services for End Users and IT and Network/OS configuration processes conducted by your IT department.

The archaic formula is needlessly complex, introduces many points of failure into the process, and is largely expensive. If you are looking for a Fast, Easy, and Economical way to scan and capture your paper-based documents into Microsoft Office 365 SharePoint – then look no further, you are in the right place! Introducing IoT Smart Connected Scanning powered by CAPSYS CAPTURE ONLINE.

IoT Smart Connected Scanning powered by CAPSYS CAPTURE ONLINE completely

shatters the antiquated 30-year-old formula and has revolutionized the way paper-based documents are captured. Let's dive into the Top-10 reasons on how IoT Smart Connected is revolutionizing the Microsoft Office SharePoint marketplace!

An Installation and Deployment process unmatched in the Industry

From unboxing the equipment, performing light assembly, powering up, and scanning your custom configured QR code – the entire experience can be completed in just under 5 minutes by non-technical users.

No previous MFP or document scanning solution has ever been able to accomplish such a feat. Once that simple installation and deployment process has been completed, you are fully operational! It should be, after all, it's IoT aware, and it's SMART!

Archaic and alternative document capture solutions require PCs, application software, software drivers, installation and configuration, anti-malware, anti-virus, anti-ransomware, patching, hotfixes, IT involvement, and ongoing support services.

Ease of Use

If the 5 minute or less installation and deployment process wasn’t enough to demonstrate simplicity, then how does the end-user experience stack up when interacting with the IoT Smart Connected Appliance?

Well, during that 5 minute or less experience, CAPSYS CAPTURE ONLINE behind the scenes already provisioned your SharePoint Document Capture application portfolio on each of your IoT SMART appliances.

In other words, we have already delivered an easy-to-use “Single push-button interface” that allows your end-users to begin capturing documents and delivering them to your key line of business applications such as:

Accounts Payable/ERP System
Human Resources/HRIS system
Sales Order Processing
Patient OnBoarding
Insurance Underwriting
Loan Processing

And many more!

IoT Smart Connected Scanning appliances can even perform outbound faxing services using Retarus’ Global Cloud Fax and Messaging Services. The benefit of our integration with Retarus is now you have a single device that can SCAN and FAX your documents out using a premier cloud-based faxing, SMS, and E-Mail solution provider.

Near Realtime Operator Feedback

Have you ever experienced after you scanned your documents with your MFP/MFD or tethered PC-based scanning application that your documents never arrived where you expected them to go?

Worse yet, you didn’t come to that realization until hours, days or weeks later?

With IoT Smart Connected Scanning that won’t happen and here’s why. Unique to the IoT Smart Connected Scanning platform is what we term, “positive user confirmation” capabilities.

With IoT Smart Connected Scanning for SharePoint, we can determine - based on your business rules - what makes up an acceptable document submission. For example, if your batch submission requires signatures to be present on documents, or a specific set of document types MUST BE contained in the batch scanning process, we have the ability to detect the existence of those requirements in near real-time.

Further, we communicate a meaningful message back on the IoT Smart Connected Appliance user such as an “Accepted” or “Rejected” status. To serve as another example, we can check that a required signature or required document type is missing from the batch. We can even tell you which document type is missing.

And, we do all this before the user ever leaves the IoT Smart appliance!

Patented Perfect Page

Perfect Page - from Kodak Alaris - technology produces superior image quality that is as good or better than the original. The patented image science technology is using “System on a Chip” architecture that is embedded in the firmware of every IoT Smart Connected Scanning appliance.

That means no third-party document scanning software applications or third-party licensed image enhancement technology such as VRS, or end-user configuration processes are required.

The end result is pristine image quality, images that are ideal for OCR applications all while delivering compact image file sizes that have been optimized for Cloud storage.

Nobody else in the industry, no MFP/MFD manufacturer has the Perfect Page enhancement technology. Visit https://www.idt-inc.com/faqs/ and download and read a Perfect Page brochure and watch a quick demonstration to learn more.

Blazing Fast, Small Footprint and Superior Paper Handling

With IoT Smart Connected Scanning for Microsoft Office 365 SharePoint, you get the ability to capture paper documents of varying weights, shapes, and sizes, simplex, duplex, black and white, color, with a number of different file format options including popular PDF and TIF formats.

And, it is fast…. up to 80 pages per minute.

Massively Impressive Cost Savings

By as much as 40-65%. Yes, you heard that correctly. Why? Because we have eliminated all of the extra IT Tower of Babel layers that needlessly drive the costs upward.

The IT Tower of Babel refers to all the layers in between your paper and your business process - PCs, document scanning application software licenses, annual software maintenance, on-premises based installation services, IT ongoing support costs, etc.

When you have multiple locations, multiple decentralized capture locations, the cost differential becomes strikingly massive.

Remotely Managed

Once your custom QR code completes the licensing and provisioning process, your fleet of IoT Smart Connected Scanning appliances for Microsoft 365 SharePoint is fully managed remotely via the Cloud.

Application changes to a single IoT Smart Connected appliance or the entire fleet of appliances are made remotely thereafter.

Purpose-Built with Security and Chain of Custody in Mind

IoT Smart Connected Scanning powered by CAPSYS CAPTURE ONLINE provides optional support for RFID authentication technology using industry standards such as SAML, Active Directory, LDAP, Ping Federate, or other authentication methods. RFID security connects the user to the documents being scanned. The time, place, device, person, and documents are all linked using metadata and all those attributes are carried through the entire capture process.

Built into each and every IoT Smart Connected Scanning appliance powered by CAPSYS CAPTURE ONLINE is a unique, dual-channel architecture.

The remote management of the IoT Smart appliance is performed on a separate distinct channel from which the documents are being captured upon.

Each channel is encrypted at REST and while in transit. This unique, dual-channel architecture provides the kind of security needed to meet the most stringent requirements in today’s Edge Computing environments.

A tethered-based scanning solution or even an MFP simply can’t do this.

Malware, Virus and Ransomware Resilient

PCs and application software are vulnerable to outside threats. PC-driven applications can leak sensitive and proprietary data outside of an organization – intentionally or unintentionally.

PC-based, tether-driven scanning application software solutions must be provisioned with a security suite, patched, and monitored not only initially but on an ongoing basis.

And, remember the risk and expense to do this for any organization increases by the number of decentralized locations and as well as the number of PC-based tether-driven scanning solutions deployed.

IoT Smart Connected Scanning appliances are virus, malware, and ransomware resilient.

Managed Capture as a Service by CAPSYS CAPTURE ONLINE.

What makes IoT Smart Connected Scanning the ideal document capture platform for Microsoft 365 SharePoint is it is all powered by CAPSYS CAPTURE ONLINE – a complete Managed Capture as a Service solution provisioned in Microsoft Azure Datacenters – both Commercial and Government Editions. Whether you need to innovative document capture at the End Points of your Business Process using IoT Smart Capture devices, decentralized capture using traditional tethered based devices, centralized capture using 200 pages per minute devices, email ingestion with attachments, or even automated fax capture – CAPSYS Technologies has the ideal Cloud solution for your organization.

For more information on IoT Smart Connected Scanning powered by CAPSYS CAPTURE ONLINE please visit https://www.capsystech.com.

noreply@blogger.com (CAPTURE CAPITALIST) — Thu, 20 May 2021 16:41:00 +0000

A Problem | Solutions Brief from CAPSYS Technologies and Kodak Alaris

I. Situation: The Nightmare That Is Shared Email

Whether your organization is—

Public, private, a government agency, or a not-for-profit entity
In the healthcare, insurance or higher education marketplace
A manufacturer, distributor, operate in the logistics field, or a very large Global 2000 company
Or a small to mid-sized organization

You are likely feeling the pain and bad daytime dreams that accompany Shared Email Box use within your organization.

There is an influx of emails that arrive at your organization addressed to a mix of real-recipient and alias-recipient inboxes. Addresses such as AccountsPayable@xyz.com, salesorders@xyz.com, claimsadjudication@xyz.com, info@xyz.com or customerservice@xyz.gov or .org.

There is no real identifiable “person” assigned to the other side of these mailboxes—at least from the sender’s perspective. Internally, on the receiving side, you do have at least one person, sometimes an entire “SWAT” team accessing these real and aliased email addresses—known as the “Shared Email Boxes.” Unfortunately, this often creates a free-for-all approach in terms of who works inbound emails and how they are handled. It’s a process that could use improvement, but it’s difficult to know where to begin.

Team members are responsible for identifying which items belong to whom, working the item to its completion, and then moving that “finished” item out of the inbox into a Shared Email Box subfolder, to differentiate email items that are unread, inflight, or email items that have actually been completed. We know the process of accessing a Shared Email Box is all manual—an ad-hoc, people-driven approach (prone to error) to working the items in the Shared Email Box, and there is no genuine accountability.

You may even have gotten a bit clever and... Download and Read the full post at: bit.ly/3ykXDx9

WPT (Web Portal Toolkit) is the Best Kept Secret at Hyland Software, the makers of OnBase (720p)

noreply@blogger.com (CAPTURE CAPITALIST) — Thu, 25 Jun 2020 14:13:00 +0000

In this Episode of CAPTURE CAPITALIST, we visit with Mike Ball at Hyland Software to take a look at a relatively newer offering from Hyland Software called, Web Portal Toolkit (WPT). WPT is a platform that lets us create responsive ready, customized front ends for Hyland OnBase systems – whether on-premised based or hosted in the Cloud. Don’t let the inclusion of "toolkit" in WPT's name fool you into thinking this is some sort of complicated, new-fangled development language.

>>> Click here to watch <<<

WPT is designed very much with the End-user in mind and as the focus. WPT is simple to use, mobile-enabled makes minimal use of technical terms, and requires little if any training to use it effectively.

What you will learn from this podcast episode? (Note: total length of this podcast is about 1 hour and 26 minutes, jump to 58:00 minute mark for demonstration)

We will begin with defining what WPT is and how it can be utilized to solve a multitude of business and technical challenges for customers, their internal and external user communities. You’ll see first-hand how WPT has been deployed to solve Higher Ed issues such as Student Course Registration, Vendor and Supply Chain Partner portals for the Manufacturing and Distribution industries, Fleet Management, Hospitality and Entertainment industries and much more. The possibilities are endless.

Here you will learn what WPT does uniquely, what makes it a viable choice to consider if you have specific accessibility needs that the standard Web or Unity Clients can’t easily solve out of the box. Mike and I will discuss how WPT be tailored or customized to satisfy the needs of Human Resources and even solve complex, multi-divisional extranet use cases such as a Supply Chain Portal.

You will learn about the key pieces of functionality that are included with WPT:

A clear and uncluttered UI that is amazingly simple to master in a short amount of time;
Underneath the covers you will learn how WPT utilizes the most modern of web-based technologies;
14 different languages are currently supported – a must for multi-national organizations;
Colors, logos, supporting text are all customizable so that WPT looks like your organization’s brand, not someone else’s;
Deployment time is RAPID and integration with your ERP or line-of-business system can be achieved using a number of different techniques.
We talk about pre-built WPT widgets and the ability to create custom widgets;

Of course, you will see how document search and viewing is accomplished (even on mobile devices), we chat about security concerns that may be crossing your mind, touch on flexible licensing options, but it doesn’t stop there. Data from various ERP systems, line of business systems, and/or of course keywords from your OnBase system, secured uploading of documents into a business process workflow, custom queries, and much more are discussed.

Mike even provides us with a great demonstration based on a customer use case (begins at 58:00 minute mark).

>>> Click here to watch <<<

Good materials all the way around, if you were contemplating external use cases for your OnBase system, this episode is a much watch. There are plenty of takeaways that you can put immediately to work for you and your organization.

Stay safe during these challenging times and as always, thanks for watching/listening and please, leave your constructive comments in the feedback and comment section!

All the best,

CAPTURE CAPITALIST

Additional Resources:

www.idt-inc.com
https://www.idt-inc.com/supply-chain-partner-and-vendor-portal/
www.capsystech.com
www.idtconsulting.com
www.hrecmsolutions.com
www.governmentecmsolutions.com
www.ecmconversionservices.com

https://capturecapitalist.podbean.com

www.convertingoracleipm.com
www.aerospacedefenseecmsolutions.com/

RAD Part 2 - What is all this excitement around ACE from OnBase by Hyland?

noreply@blogger.com (CAPTURE CAPITALIST) — Mon, 30 Mar 2020 19:16:00 +0000

In this Episode of CAPTURE CAPITALIST, we go back to visit with Jim ‘Shark Hunter’ Morrison at Hyland Software to dive deep into Hyland Software’s Rapid Application Development platform called, App Builder (formerly known as WorkView) and explore their concept around ACE – Application Creation Excelerator. Hyland made a brilliant move in the market by leveraging a tool (created by one of their many bright interns!) that nearly every computer user is familiar with – Microsoft Excel. ACE is the launching platform to quickly start your application development. If you are not familiar with App Builder or WorkView Case Manager from OnBase by Hyland, please watch or listen to episode 5 (video) or 6 (audio only), I highly recommend you spend some time their first before jumping into the ACE podcast.

What you will learn from this Podcast episode?

If you have legacy Microsoft Access applications or are tracking critical business activities using Microsoft Excel spreadsheets, this episode is a much watch. You will learn how to jump-start your first App Builder experience using a pre-configured framework originating in Microsoft Excel that you can easily customize to meet your particular application needs. There is a much better way to manage your processes and cases than using spreadsheets and Microsoft Access apps.

Jim uses a Probate Case Settlement and a FMLA (Family Medical Leave Act) application to illustrate the RAD process in a live, demonstration setting. You’ll see how easily the Excel worksheets have been assembled using a "predefined template" supplied by Hyland, how App Builder ingests the resulting ACE file, and quickly (measured in minutes) OnBase automatically builds out the application framework – database tables, their relationships, field lengths, data types, filters, views, etc. What is the end result from customer's experience by using an ACE approach on the front end of their design process? Hyland customers are seeing a 5x to 10x time savings for App Builder rollout. Now that is rather impressive!

For approximately the first 22 minutes Jim and I examine the background of what prompted the creation of ACE, we talk about a growing number of pre-built ACE starter pack files that are available today to address a variety of different application needs across many different markets. We even discuss how you can get directly engaged with an ACE design session at no cost. The remainder of the session is spent demonstrating and examining the ACE file contents – its layout, design and importing process into Application Builder.

Great content all the way around and there are plenty of takeaways that you can put immediately to work for you. Stay safe during these challenging times and as always, thanks for watching/listening and please, leave your constructive comments in the feedback and comment section!

Audio Only available here

Video broadcast available here

All the best,

CAPTURE CAPITALIST

Check these other additional resources:

www.capsystech.com
www.idt-inc.com
www.idtconsulting.com
www.hrecmsolutions.com
www.governmentecmsolutions.com
www.ecmconversionservices.com
https://capturecapitalist.podbean.com

www.convertingoracleipm.com

www.aerospacedefenseecmsolutions.com/

Alaris INfuse Update #1 - IoT Smart Connected Scanning Product Improvements, Market Adoption, Application Usages & User Feedback

noreply@blogger.com (CAPTURE CAPITALIST) — Tue, 25 Feb 2020 16:55:00 +0000

In this episode (17 mins) I dive into the product and feature enhancements that have been made to INfuse as a result of direct customer feedback we have been receiving with our early adopters of the INfuse solution powered by CAPSYS CAPTURE ONLINE. The enhancements are direct testimony to agile development methodologies utilized in the INfuse and CAPSYS CAPTURE ONLINE product lines. We will also tackle the subject of Market adoption and application use cases. Here is a summary of what I cover:

- An existing customer of ours in a tethered Fujitsu scanning solution they previously used in conjunction with CAPSYS CAPTURE ONLINE has a feature in our web capture application that allowed them to receive a user field prompt asking them to input a field value only known at the time of actual batch capture process and only known by the operator of the batch scan operation. You'll learn in this episode how we overcame this issue with changes in the INfuse Management Application.

- With the help of Alaris development team, we now have added the ability to combine the contents of documents fed through the automatic document feeder and also the passport / flatbed accessory. Prior to this software update, the contents of each transport mechanism were treated as separate/unique batches and named with different batch names. Using different batch names or number schemes posed a problem downstream in the capture process and now this issue has been addressed - combining the contents into a single batch at the time of the batch scanning process.

- Improvements to the User Interface contained on the INfuse device have also been delivered and more are coming in the very near future. You'll learn about a relatively unknown feature in the INfuse called the "Gap Release" and how it can greatly aid in the capture of fragile documents or documents that may jam in the ADF such as envelopes, torn documents or torn envelopes, etc.

- Market Updates: Here we will explore vertical market successes and market adoption. Lots of activity and developments in this area - banking/mortgage, county government, villages, insurers/reinsurers, logistics and transportation, construction and more! The customer receptiveness and adoption has been very strong, speaking volumes to the versatility, flexibility behind the INfuse offering powered by CAPSYS CAPTURE ONLINE. Our customers are attaching INfuse to all kinds of Content Services Platform solutions - Microsoft Office 365 SharePoint, OnBase by Hyland, ShareBase by Hyland, Vaultview, Knowledgetree systems to name a handful. We can connect these IoT Smart Connected Scanning solutions to virtually any system.

Lots of info, I will continue to provide these mini-updates on our progress with INfuse and CAPSYS CAPTURE ONLINE throughout the coming weeks/months. Stay tuned and check back soon. Please be sure to leave your constructive feedback below in the comments section and if you have any subject matter you would like me to cover in future episodes, let me know.

Thanks for watching and/or listening, links below!

Audio Only Podcast

Video Blog Podcast

All the best,

CAPTURE CAPITALIST

Additional Resources:

www.capsystech.com

www.idt-inc.com

www.idtconsulting.com

www.hrecmsolutions.com

www.governmentecmsolutions.com

www.ecmconversionservices.com

http://webdocumentcapture.blogspot.com/

www.convertingoracleipm.com

https://www.aerospacedefenseecmsolutions.com/

What is RAD, why should you care and what can Hyland Application Builder (also known as Workview / Case Manager) - makers of OnBase - do for me?

noreply@blogger.com (CAPTURE CAPITALIST) — Mon, 10 Feb 2020 12:53:00 +0000

OK, this is one heck of an episode and it is packed with a tremendous amount of relevant information about RAD (Rapid Application Development), inclusive of supporting visuals, usage trends and use cases for Hyland Software’s App Builder tool (also known as WorkView and Case Manager). Truth be told, this 1 Hour podcast could have been split into two episodes because there is so much great information Jim Morrison from Hyland Software shared with us.

Watch the podcast by clicking here or listen to the podcast by clicking here!

If you are in the healthcare, insurance, higher ed, government (Fed, State, Local), commercial sectors such manufacturing, logistics and transportation, distribution, banking and finance communities, you are in the right spot and this episode is for you. I realize it is rather lengthy and a big commitment on your part to watch and/or listen, but for the sake of continuity, I just decided to bite the bullet and pack all the content inclusive of a demonstration into a single podcast.

One aspect about Jim you will come to appreciate, he is the real deal and energetic - you get the straight scoop from him about Workview/App Builder. He has a lot of practical industry experience and is very well suited to explain App Builder. I recorded this on the last day of 2019 - Jim and I had a heck of a time getting our schedules coordinated, plus his wife was expecting with his 3rd child at any moment.

I thought I would be able to get this content edited, supporting illustrations all pulled together and posted weeks ago, but “stuff happens” - and, let’s just leave it at that. There will be a follow up to this podcast in the near future on this subject, we will build out in a live setting using one of their pre-built ACE starter files. We just couldn’t get through all the information in this single setting. Check back later in the month for part 2.

What you will learn from Jim in this Podcast?

Jim breaks RAD down to its basic fundamentals and helps us all better understand why Hyland created what has been known in the industry as “WorkView” which now seemingly is undergoing through a bit of rebranding process. Looks like Hyland is calling it, “Hyland OnBase Application Builder.” It has also been referred to as Case Manager and Case Management – all which are appropriate words used to describe Application Builder.

After watching or listening to this episode, you will walk away with:

Understanding the differences between Workview and Workflow offerings from Hyland
Having learned how and Workflow and Workview designed to work better together
Understanding the value proposition of using a Low Code, Configuration approach vs. a typical ground up, boot-strapped software development environment.
Learned about real-life use cases across a wide array of industries.
An understanding of why he is a huge proponent of “chunking” out your first applications. His message: “start smart small and scale up” from there. App Builder becomes contagious rather quickly in organizations once they see and realize the benefits.
Questioning whether you should Build, Buy or CONFIGURE?? Which option is the right one for you?
Gained valuable insight into the differences between point case management solutions and Hyland App Builder.
An understanding the benefits of using or taking a “platform approach” with Case Management from Hyland – pulling through all the capabilities of OnBase from Document Management, Document Composition, Electronic forms, Dashboards, Workflow and much more.
Getting the inside scoop on why Hyland and Hylanders (you know who you are) are excited about their initial ACE Case Management Framework rollouts and their commitment to delivering more for their customers.
Gained insight into how customers of App Builder are using it every day to conquer new application challenges, are replacing aging apps, creating new applications that no off-the-shelf software could possibly solve without breaking the bank.

And, if all that is not enough, we will end up this podcast with a demonstration of App Builder in action using a Freedom of Information Act / Public Records deployment. If you are interested in jumping to the demo right away, jump to approximately the 42:29 mark.

Bonus Segment

Usually, I like to have our guests provide us a bio about themselves near the introduction of the podcast. This time around, Jim’s bio ended up a bit “extended” shall I say because he has a unique hobby that is rather intriguing - to say the least. If you are an angler - hobbyist or professional or you have an interest in the deep sea, you won’t want to miss out on this one, trust me!

I hope you find this episode as interesting as I did while chatting with Jim, find a handful of valuable takeaways that you can bring back with you to the office and put your ideas to good use! Thanks for watching/listening and please, leave your constructive comments in the feedback/comment section.

Watch the podcast by clicking here or listen to the podcast by clicking here!

All the best,

CAPTURE CAPITALIST

What is Governance Rules as a Service (GRaaS)?

noreply@blogger.com (CAPTURE CAPITALIST) — Wed, 04 Dec 2019 19:22:00 +0000

Learn about the newest offering that has emerged in the marketplace that addresses Document Retention using an entirely new approach called, Governance Rules as a Service or GRaaS. In this episode, https://capturecapitalist.podbean.com/e/what-is-governance-rules-as-a-service-graas/ CAPTURE CAPITALIST interviews Tom Grucza, Senior Product Evangelist from Hyland Software and you'll learn what drove the creation of GRaaS, the partnership with Iron Mountain and Policy Center and he even conducts a demonstration of the GRaaS offering.

Hat tip to Tom Grucza from Hyland Software for your time and subject matter expertise during this interview. Watch it by clicking here.

Thanks for watching/listening and I welcome your constructive feedback and any suggestions for future content.

All the best,

CAPTURE CAPITALIST

www.idt-inc.com
www.capsystech.com

The Future is here - IoT Smart Connected Scanning featuring INfuse from Alaris. (720p)

noreply@blogger.com (CAPTURE CAPITALIST) — Wed, 04 Dec 2019 19:18:00 +0000

Get the inside track on the newest offering from Alaris, a Kodak Alaris business called, INfuse - an IoT Smart Connected Scanning solution for the Content Services Platform marketplace. In this episode, we get the unique opportunity to interview Alaris' Worldwide Product Manager, Jim Forger and learn about INfuse's wide array of features including their innovative, patented technology that allows business users to deploy Smart Connected Scanning devices in the field without requiring IT involvement. You'll get the scoop on what drove the creation of INfuse, how early adopters of the technology benefit from the patented EasySetup, Perfect Page and System on a Chip feature sets packed into each and every INfuse deployment. Plus he even gives us a sneak peek into what is forthcoming in future INfuse product enhancements.

Find out why customers are attaching these INfuse IoT Smart Connected Scanning solutions to all kinds of Content Services Platform solutions - Microsoft Office 365 SharePoint, OnBase by Hyland, ShareBase by Hyland, Vaultview, Knowledgetree systems to name a handful of providers.

Please visit https://capturecapitalist.podbean.com/ to watch or listen to my new podcast.

Be sure to leave your comments and suggestions below for future episodes, I welcome your constructive feedback!

All the best,

CAPTURE CAPITALIST

Additional Resources:

www.capsystech.com

www.idt-inc.com

www.idtconsulting.com

www.hrecmsolutions.com

www.governmentecmsolutions.com

www.ecmconversionservices.com

http://webdocumentcapture.blogspot.com/

www.convertingoracleipm.com

https://www.aerospacedefenseecmsolutions.com/

Introducing the Kodak Alaris INfuseAX powered by CAPSYS CAPTURE ONLINE

noreply@blogger.com (CAPTURE CAPITALIST) — Mon, 30 Sep 2019 02:27:00 +0000

Introducing the INfuse IoT Smart Connected Scanning solution powered by CAPSYS CAPTURE ONLINE

Watch this 7 minute video and learn about the industry's first Internet of Things (IoT) Smart Connected Scanning solution powered by CAPSYS CAPTURE ONLINE.

Powered by CAPSYS CAPTURE ONLINE, the INfuse Smart Connected Scanning Solution offers IoT network-connected capture that sits at the front edge of an organization's process and integrates directly into a line of business system. Content can be on-boarded directly into business processes and real-time acknowledgement received at the point of origin.

Thanks to immediate exception notifications, missing forms, signatures, and other crucial information can be caught and corrected instantly, saving money and improving the customer experience. Integrations with leading Content Platform Services providers such as Hyland OnBase, ShareBase by Hyland, FileBound by Upland, Ephesoft, Microsoft Office365 SharePoint and many more are available from CAPSYS Technologies - www.capsystech.com or Integrated Document Technologies, Inc. www.idt-inc.com.

Game Changer for Credit Unions, Loan Servicers and the Banking Industry - ShareBase EFSS by Hyland

noreply@blogger.com (CAPTURE CAPITALIST) — Mon, 08 May 2017 15:40:00 +0000

The Problem
In today’s loan origination climate, it is more competitive than ever for lenders - yet, the regulations and oversight have not at all eased for the financial institutions. The ability to share content quickly originating from the commercial or retail consumer, lender, loan servicers, QA, or internal/external auditors, etc. is a growing need – as is the need to share it securely. Using encrypted email as a means of sharing creates a number of hassles and challenges for all parties involved and encrypted email doesn't work very well when it comes to the mass distribution and/or collection of data and documents. SFTP (secured file transfer protocol) is an IT driven solution and again, for the layman, it isn't deemed the most user-friendly of options.

Typical internal IT infrastructure requirements and investments that are needed to provide document sharing capabilities include:

Storage Area Networks (SANS)
VM shells
Operating systems, hotfixes, patches, etc.
SFTP services
Firewall rule/ Encryption keys
Backups and Disaster Recovery Plans
And more...

Is there a better alternative to all this IT driven infrastructure, non-user friendly encrypted email and/or SFTP (secured FTP) available in the market that will meet the needs of the fiercely competitive lending market without comprising security while satisfying the internal and external regulatory and compliance mandates?

Practical and Affordable Relief

Banks, Credit Unions and Loan Servicers, can now consider a viable alternative available in the marketplace that offers secure, bi-directional file sharing in the Cloud providing 24 x 7 access for their commercial and retail customers. And, they can achieve all of this new capability using a rapid application deployment approach that is unmatched in the industry while simultaneously freeing their internal IT staff from laborious, complex, infrastructure deployment hassles - typically fraught with lengthy, costly delays and oversight.

Document sharing in the loan origination marketplace many times originate with e-signature enabled PDF documents (available from DocuSign) such as the Initial Truth in Lending Disclosure process. However, document sharing does not stop at the disclosure; it further extends to the loan funding, post-closing, trailing documents, HMDA reporting processes and beyond. With the emergence of EFSS (Enterprise File Sync and Share) products such as ShareBase by Hyland, all of these document types and more – which can originate from various sources, at different points of time, containing PII (personal identifiable information); - can now all be easily and securely shared outside of the lending institution’s firewall. Email becomes simply the notification tool directing the recipient where the content can be accessed securely in the Cloud.

ShareBase is hosted in a purpose built, private cloud specifically designed for content management in Hyland's data centers that are strategically located across the globe. Your organization will know exactly which region and datacenter your content is located and where it is also backed up. Because ShareBase is hosted in a purpose built, private cloud, you can be assured your organization’s data will never be co-mingled with other client data and that it is protected with an encryption key that is unique to your organization.

Employee turnover can create a challenge as well for organizations - especially when content has been shared outside of the organization. When using ShareBase, your organization retains control of all content being shared. That means your organization can easily transfer ownership of shared folders when employees change roles and easily revoke rights when employees leave the organization. Active Directory integration is available as well.

Integrating your existing internal business workflow process with the ShareBase cloud is generally a breeze. ShareBase offers a RESTapi that allows third party applications such as CAPSYS CAPTURE to directly provision populate, assign security rights, etc. to folders and documents in the ShareBase EFSS cloud. Folder and document names are set using index values created during the capture process and through automation processes such as barcode processing or web DB lookups thus, become dynamically generated and subsequently are passed along through the RESTapi. Our development team found this integration process to come together quite nicely in a very reasonable period of time. The RESTapi services for ShareBase from Hyland are well documented.

The RESTapi integration with CAPSYS allows firms like ours to share documents without the need for the traditional, core OnBase offerings - automatically and according to business rules defined in our capture workflow process. In the world of mortgage processing, the concept of trailing documents are a common challenge and getting that content properly captured, classified, indexed and quickly moved to corresponding EFSS folders quickly is a must and CAPSYS CAPTURE’s collection of extract, transform and load technologies coupled with ShareBase fulfills those needs.

Hyland also offers “ShareBase Interaction with OnBase” which provides previously developed and mature internal workflow processes used to underwrite paperless loans that can automatically provision secured and trackable EFSS (Electronic File Sync and Share) folders with necessary disclosure and loan documents that adhere to the credit union/bank loan origination process. Actions such as creating the folder, populating the folder, setting access rights, including moving disclosure and loan documents outside of the bank’s brick and mortar to the secured cloud, notifying appropriate parties through email that the loan portfolio is available for their review and signature are all now entirely possible with ShareBase Interaction with OnBase.

Read about how ShareBase from Hyland was deployed to solve real world external sharing challenges with their credit union partners while relieving some IT stress and simultaneously supporting compliance mandates by clicking here.

Document sharing is a two way street. Retail or commercial customers can quickly add their own collection of documents to the initial loan package such as W2’s, Tax Returns, Employment Verification, etc. Commercial customers could add quarterly statements, personal financial statements, year-end personal and corporate tax returns and upon submission of those documents. ShareBase Interaction with OnBase can monitor a folder for new incoming document additions, triggering an ingestion process to kick into gear and route those newly submitted documents into the Credit Union or Bank’s workflow and capture process for continued downstream processing. The net result is you have a fully functional, bi-directional, safer and more secure alternative to sending documents through email systems or consumer grade, public cloud file sync and share services.

Some of the other noteworthy benefits of ShareBase that are noteworthy to mention include:

Easily transfer ownership of shared folders when users change roles and easily revoke rights when users leave
Provides an audit trail to see who has accessed what and when
Retain control over what documents get published outside of the organization
Very affordable, unlimited amount of storage, no storage fees
File sizes and file types are unrestricted
No software or licenses needed for recipient / external access
Licensed users can obtain a mobile version that allows your mobile device to not only browse and view folders and documents, but also contribute content from your mobile device such as documents, pictures, videos, etc.

In summary, if you desire end-to-end, industrial strength EFSS that can be integrated with existing systems using RESTapi services, while providing a comprehensive bread crumb trail, well you got it with CAPSYS CAPTURE and ShareBase by Hyland. Questions or comments? Feel free to drop me a note below!

Best,

Paul

What You Don’t Know about Case Management Could be Hurting Your Business

noreply@blogger.com (CAPTURE CAPITALIST) — Wed, 09 Nov 2016 17:10:00 +0000

What You Don’t Know about Case Management

Could be Hurting Your Business

By Paul Szemplinski, Co-Founder and CEO,

CAPSYS Technologies.

Today, only a mouse click separates you from a problem your customer may be experiencing. And usually that click is an email message – the preferred method of communicating.

A customer email is a signal for help and an opportunity to build your relationship. If your response exceeds expectations, chances are you have retained the customer and increased loyalty. If email messages are not responded to promptly, or in a way that exposes your company as inefficient, your reputation is at risk.

In an era where customer satisfaction is expressed on social media, how your business processes email must reflect this new reality.

Enter Case Management – something that exists at every company that interacts with customers over email – whether it’s called ‘case management,’ customer service or incident management.

Email systems by themselves are not an effective tool for managing customer service. Here’s why:

Emails that go into one Inbox are only visible to the employee with access to that Inbox.
Decision-makers may not know about the email and the issues contained within, how or if it was responded to.

“Case Management software acts as a workflow engine, automating cases more efficiently than emails.”

A single employee or manager can’t get a holistic look at the totality of interactions the client might have had with the various segregated departments within the organization.

Senior managers now face the question of how to reconfigure the enterprise to efficiently and effectively respond to the growing volume of customer emails, and their service expectations. Increasing server capacity is a common solution. Yet the inherent open-ended nature of email requires more than adding capacity and better “managing” the Inbox.

The Case for Case Management Software

Case Management is a software module added on top of an existing enterprise content management (ECM) system that is also integrated with an organization’s main line of business system (such as SAP, JD Edwards, Microsoft Dynamics, etc.). It acts as a workflow engine that automates and moves each ‘case’ throughout an organization in a more efficient and effective manner than can be accomplished through individual emails.

Before the module is added, current steps taken by staff, and the systems for handling incoming emails, are reviewed in detail. These interactions are then mapped to the Case Management software:

Who is responsible for various types of incoming ‘cases’ – this may be an Inbox, or a reply to a “Contact Us’” link on your website
How your company is now managing these inputs
How different issues are categorized
What action staff members take for each category, such as a new order, a compliant; checking the status of an order, etc.
How they are monitored, measured and held accountable to ensure proper handling

An important part of any ECM system, especially with a Case Management module, is how data and documents are captured. Most companies deal with multiple document types: Word, Excel, PDFs, and TIFF files. Disparate file types can, however, present a problem to ECM systems.

“Everything related to a case is automatically assembled, providing a complete, 360 degree view of the incident or case."

Some document capture systems, such as CAPSYS CAPTURE ONLINE, will ‘normalize’ or standardize the content into one consistent format (PDFs only, for example) as well as extract pertinent meta-data and content applicable to the case issuer. Having a standard format enables all data to be more easily handled.

Without normalizing content, you can imagine the inefficiencies: Say a customer sends multiple file formats with an email. Staff must either save or print out each file and tie them to a customer record, then pass all of this on to the appropriate person to handle. This process likely will also require users to log into other line of business systems to research transactions, such as order history, credit information, returns, purchase orders, packing slips, etc.

By contrast, with normalized content, the files move seamlessly to the Case Management module, and are ready to be acted upon. All the prior case history is automatically pre-fetched and assembled in a logical manner, giving the case manager a complete, 360 degree view of the incident or case.

Once all the files are standardized and the Case Management module is up and running:

As soon as an email hits the Inbox, it is taken out of the email box and placed into the Case Management software
A ticket or case management tracking number is automatically assigned, and used thereafter throughout the process
The email and its associated attachments are automatically converted or normalized (into perhaps PDF form) so the ‘case’ and its associated attachments are completely visible to the entire group that handles inquiries
The proper workflow for each type of ‘case’ is then initiated by the case management automation software
Users can now easily access all the related data and any attachments, then interact with different internal systems (orders, credits, shipping, etc.) to take the appropriate action -- all with supervision and oversight to ensure quality customer service is maintained

Integration between internal systems in one place empowers staff to work smarter, providing a 360 degree view into all the information needed to make decisions.

“Unlike email, Case Management software gives management a dashboard tool with a graphical view of staff actions, processes, systems and outcomes.”

Email Can’t Provide Operational Metrics, and Other Benefits

Unlike email, Case Management software gives management a dashboard tool with a graphical view of staff actions, processes, systems and outcomes. For instance, the software can report how many complaints were received; the number of customer issues employees handled; and the metrics on completed cases.

Overall, the software becomes a performance measurement tool, enabling your company to offer the right level of service, targeted to the right areas, in the most cost-efficient manner.

Through an ECM system configured with document capture that normalizes all content and a Case Management module, business managers can create competitive advantage on a number of fronts:

Simplified process for handling emails. Customers experience a speedy response by an empowered staff that says, “We care”
Fast and easy access to all the documents, data and process events required for accurate decision making. It is all there on one screen, creating a truly holistic approach to customer service
Faster incident resolution and more comprehensive investigation of complaints
Rapidly resolve issues, track customer information and manage relationships
Significant enhancement of customer satisfaction and your company’s reputation for service

All in all, adding Case Management software means you’ve got a better way to get work done. Integrated with other internal systems, it’s a fast and simple approach to enhancing service.

# # #

Contact CAPSYS Technologies or Integrated Document Technologies, Inc. today to learn how Case Management solutions can help your business.

Learn more at www.capsystech.com or www.idt-inc.com

Do you and your Business a Huge Favor, Keep your Business Software Current

noreply@blogger.com (CAPTURE CAPITALIST) — Tue, 08 Mar 2016 17:49:00 +0000

The Upgrade Decision
As budgets are tight, the question of “to upgrade or not to upgrade” often arises. The path to the answer can be complex and require a great deal of consideration. Getting your company through an implementation can be difficult. Upgrading can sometimes be tricky as well. It is essential that some basic analysis is done to establish whether an upgrade is right for your organization and if so, which upgrade path you should follow. The upgrade decision involves several points to consider including:

cost of acquisition and implementation
total cost of ownership (TCO)
performance considerations (such as security, reliability, scalability)
and management and operations considerations

With each new release, software vendors increase the value of their offerings and challenge their competitors. There is merit to this claim. You should stay up to date as being current often results in enhanced features and capabilities to handle the latest interfaces. But, how do you examine and learn the real value of the new release, decide what new features drive your next upgrade and make the business case to management in a tough business climate to justify moving to the latest edition? Technology upgrades have got to be about more than just the latest and greatest feature—they have to make business sense. Each new release should be properly assessed to establish whether it brings enough business value to implement, or whether to wait until the next release.

Some analysis will be easy. Perhaps the most important factor in making the upgrade decision is whether there will be continued support of your current release. Bottom line, if the software vendor will be discontinuing support for your current release, you really need to make the investment and upgrade. It would be foolish to continue to operate your business on a release that is not being supported.

You’ll also want to consider your operating system and other ancillary software to think about how upgrading one can affect others. For instance, Microsoft phased out support for Windows 2003 Servers. While 2003 users plan upgrades to their operating system, they may consider upgrading other software, which resides on this system, at the same time.

Upgrading to a new release on the basis of new or improved functionality alone is a difficult choice. Like any other business decision, it should be possible to evaluate the benefits to your company and the expenses that will be involved in upgrading.

When looking at new functionality, it is important to keep in mind the strategy and goals of your organization. Do the new features support your current goals? Just as importantly, do the new features provide a strategic advantage for your future technology plans? Will upgrading now enable new technology to be added later?
When considering costs involved in upgrading, make sure you look at:

cost to support your current release
cost to upgrade to the new release
how long the new version has been available and whether you want to be an “early adopter”
ongoing cost to support the new release

Once you have costs and a business case to present to decision makers, you should also put together an initial time table estimate for the upgrade. Enlisting the support of your outside technology consulting firm is key because, just like the initial implementation, the upgrade will require someone with the necessary expertise to guide a team of technical and functional experts through the upgrade process. Your technology consulting firm has the project management, technical skills, and training with your specific software to get the job done in the most efficient manner and will be there to offer training on new features as well as on-going support. Your outside consulting firm can also provide additional insight into how the applications may work with your business processes and make sure any new or changed business processes are mapped.

Maybe its time to retire the old systems and consider moving the application to the Cloud. This poses lots of new opportunities for your business and likely will free you and your staff to perform more important job functions while reducing overall operating costs.

If you’re struggling with the “to upgrade or not to upgrade” question, feel free to drop a comment back and we will be happy to help you out.

Best,

Paul

Pay as you go or the traditional On-Premise Software Deployment?

noreply@blogger.com (CAPTURE CAPITALIST) — Wed, 22 Apr 2015 17:48:00 +0000

Choices: Cloud, Hybrid Cloud or On-Premise ECM Data and Document Capture?

Cloud (or the pay as you go model) has progressed beyond first-generation functionality, and is in a prime position to serve small, mid-size and large firms. It represents an opportunity for organizations to gain competitive advantages through faster daily work processes for far less money than ever, and can be rolled-out in far less time.

Among the many advantages of the Cloud include but are not limited to:

No server hardware, operating systems, or server software;
No hotfixes/patches or service packs to install or update internally;
IT is largely offloaded from internal infrastructure support;
Application administration can be offloaded or outsourced to your Cloud provider.

When evaluating which of the three different consumption methods (Cloud, Hybrid Cloud, On-Premise) of Data and Document Capture software solutions and determining which of the approaches are best for your organization, it boils down to two major decision criteria: Budget and Time to Market.

Budget

Pretty straight forward concept - although here is where you can get creative. Buying software licenses usually requires a lengthy and laborious CAPEX process. CAPEX usually requires lots of paperwork, meetings and can be a very cumbersome ordeal. Using a reputable service organization via the Cloud can avoid the pitfalls of a CAPEX process because it is usually considered an Operating Expense. The monthly spend is likely less than its counterpart CAPEX purchase. Operating expenses are where departmental managers have more discretion and can be more flexible with their spend.

Time to Market

No question that time to market is key differentiation between the Cloud and On-Premise. Ask yourself the following questions: how long does it take for your IT department to settle on infrastructure requirements, then how long to procure, install, provision before you ever get around to installing on-premise software solution? With the Cloud, you literally can be in operation in a matter of hours or days, not weeks, months or quarters. Your internal IT department can't possibly compete and aside from that point, they probably have more value add serving in other capacities or elsewhere within the organization.

What is a Hybrid Cloud and why should I care?

Enterprise Content Management is not an entirely all On-Premise or Cloud deployment decision. Ideally your selected software vendors should provide a Hybrid Cloud Offering in addition to Cloud or On-Premise alternatives. So what exactly is a Hybrid Cloud Offering in the context of Data and Document Capture? We can clear this topic up quickly using a fairly simple explanation.

Perhaps your organization is really concerned about data and document security. The final repository - the Content Repository may indeed be best served to be kept internal under IT's lock and key. Security, control and within the framework of their existing IT infrastructure and management by them sometimes can be the clear choice. That is completely understandable, we run into that situation frequently.

However, data and document capture - which is an "on-ramp" into the final destination - the repository or into a business workflow is only a temporary process, not permanent. The overall lifecycle of the data and documents contained in the Cloud is very short - usually 24 hours or less.

In this situation described above, the data and document capture solution is deployed in the Cloud and the ECM repository is on-premise. The data and documents must leave the Cloud data and document capture solution (CAPSYS CAPTURE ONLINE for example) and be sent securely to the internal ECM repository such as OnBase by Hyland, FileBound by Upland, BOX.com, etc. In this example, we have now created the "Hybrid Cloud" ECM solution.

Now there are all kinds of variations we can put on this scenario and continue to get very granular. For example, the cloud based data and document capture solution can be a "hyrbid" solution in and of itself. You could have database lookup or validation routines bouncing against a web-service that is located internal to your IT department's SQL Server originating from your ERP system such as Dynamics, SAP, Lawson, Peoplesoft, etc. The web service returns back data and that is used by the cloud data and document capture solution to populate Accounts Payable, Expense Reporting, or Human Resource applications. You want to leverage your existing data but do it in a manner that doesn't require you take unnecessary risk by replicating the data in yet another database outside of the organization. This approach has become quite common and would be considered a Hybrid Cloud data and document capture solution.

The point behind all of this is that cloud based or hybrid cloud data and document capture is a very viable alternative to traditional on-premise only approach. It can be a less expensive alternative to on-premise and the time to market is unquestionable. It is not an "all or nothing" decision making process anymore.

I look forward to hearing your thoughts and your experiences with Hybrid ECM implementations.

Regards,

Paul

The IT MOAB Effect

noreply@blogger.com (CAPTURE CAPITALIST) — Wed, 17 Dec 2014 16:05:00 +0000

Internal IT - Your Friend or Foe?

It is rather amazing to see how unnecessarily bloated IT spending has become over the years in Corporate America. We see it time and time again how the internal IT departments in large corporations block and tackle their own customers. They are supposed to bring reasonably priced solutions and work in cooperation with their end users to solve their business problems. Reasonably priced and work in cooperation are indeed the operative words here.

Case in point, we just recently had a discussion with a customer who is getting handed a "ginormous" (h/t Elf, after all it is Christmas season) per server Christmas present from their IT department to support an internal ECM application. To complicate matters, this particular customer outsources their IT infrastructure and day to day management to a third party under the direction of corporate IT leadership. They need three servers to run their existing legacy ECM application - which by the way has been deemed end of life by the manufacturer. The existing hardware infrastructure is outdated and can't adequately support the latest version of the application software.

The Oracle database is also outdated and IT has mandated an upgrade to Oracle DB Version 11. Microsoft is terminating Windows 2003 Server support on July 14, 2015 in which the current application is installed upon. All this information is news to the business end user who was not prepared nor made aware all of these unfortunate events. Further, they were not being proactively addressed by IT - the application was neglected. But wait.... that is not the end of their bad news. $300,000.00 is the price tag that IT is proposing to charge the internal business user to support and standup three new virtual servers that are required. On top of that, the end user needs to spend consulting service dollars - around $35,000.00 for the ECM vendor to perform the application upgrade to the current release. So the total project cost for an application upgrade is north of $335,000.00, not including annual software maintenance. This is why I call it the IT MOAB effect - utter shock and awe news delivered to the end user courtesy of their IT Department. No advanced warning, no planning, just the deliverer of very bad news.

What is the end user going to do in light of their holiday gift? Sit and spin - they didn't see that price tag coming. Simply amazing! Sound familiar? From our standpoint, its a broken record, we see Corporate IT behave like this time and time again.

Plan B - Cloud to the Rescue
This client can consider taking a Blue Sky approach - which can equally serve small, mid-sized and enterprise organizations - and in this particular case can serve as an effective alternative to internal IT. Plan B can quickly and cost effectively solve this end user's dilemma - essentially firing internal IT. The Cloud represents an immediate opportunity for this end user to gain a significant competitive advantage by getting the solution they need now rather than continue to wait for IT to do its job which in this case, they clearly didn't.

Cloud solutions can be rolled out in days or weeks rather than quarters or years. With the Cloud (unfair) advantage, this end user no longer has to deal with ongoing internal IT struggles such as hardware, software, maintenance, bureaucracy or bloated charge backs for the organization's internal IT department's fast/friendly service.

The Math doesn't Lie - Lower your Costs
Let’s revisit some of the other harsh realities of an on‐premise solution model: You are still left with having to put in place the necessary infrastructure to operate the ECM application — people, processes, support systems, and of course, vendor software and equipment. Those are some of the hidden costs behind why IT is hitting the end user with such a hefty price tag. After that initial capital contribution, it’s also your job to budget each and every year thereafter for your ongoing support maintenance contracts, software upgrades, hardware/servers/OS refreshes, patching, hot‐fixes, etc.

In the Cloud model, you typically are not required to procure any hardware or software; you may or may not be required to sign a multi‐year agreement (multi-year agreements are a means of negotiating lower pricing in exchange for a commitment), pay a nominal setup charge, agree to a monthly recurring fee and away you go. And, you the end user are now out of the business of dealing with internal IT struggles around upgrades (hardware and software), patches, hot‐fixes and internal IT support nightmares and exorbitant charge backs. Remember, all that non–money making series of necessary events and tasks to maintain an on‐premise solution must be accounted for and performed by someone one way or another.

In the Cloud, the provider who is the resident expert provides that service for you directly. Your IT department are generalists and value added is likely spent elsewhere within the organization. ECM is not a generalist application, it requires experts who are proficient in the industry. The Cloud provider has a built in "carrot and stick" to make you a satisfied customer unlike internal IT - you are probably considered a cog in a very large wheel.

Am I being tough on IT departments in Corporate America here? You bet, but it is well deserved and after 20+ years in the industry seeing this scenario play out over and over, I think it is time the Business End Users are provided with viable and affordable alternatives that work - ECM in the Cloud.

Best,

Paul

What's the big deal with PaperStream IP from Fujitsu?

noreply@blogger.com (CAPTURE CAPITALIST) — Tue, 11 Mar 2014 19:49:00 +0000

Recently our team had the opportunity to review and test drive the new Fujitsu 7160, PaperStreamIP (PSIP) with CAPSYS CAPTURE. Having worked with so many different scanner manufacturers over the years they all begin to look the same and at times its difficult to determine meaningful or memorable differences from one brand to the next. Every once in awhile, some new feature surprises you, but its not all that often. At the end of the day, you the consumer are just looking for reasonably priced piece of equipment that will reliably scan documents as fast and accurately as possible with minimal paper handling problems. As we know, one brand to the next all claim to "do x better than their competitor." On top of that, you have optional third party image quality enhancement products that sit between the application and the scanner to

Fujitsu 7160

further improve the image quality than what already the scanner manufacturer claims to be superior to all the other brands. It can all get rather technically complicated, watered down and lost in the advertising and marketing communications. Layers upon layers of software like drivers, image enhancement technologies and applications become a daunting task for IT to manage and support and the end users get inundated with different user interfaces and settings that can leave you in a state of confusion. We have even seen instances where some of the image enhancement technology requires both ISIS and TWAIN be loaded concurrently confusing matters even further. Weird anomalies arise such as "set this option in the driver configuration, but configure this option in image processing UI, but set this setting in the application layer." You set an option in one area, only for it to have unintended consequences elsewhere. Then a firmware upgrade comes out from the hardware manufacturer to resolve some problem that ends up breaking something in the image enhancement/image processing third party's offering rendering all three components - scanner, image enhancement, application software relatively inoperable at that point. Sound all too familiar?

PaperStream IP, What is it?
So now Fujitsu comes along with PaperStream IP and you are probably thinking, "here we go again, been there done that." In all candor, we kind of thought the same thing. However, we were pleasantly surprised. First, it would be helpful to understand what PaperStream IP actually does and what it contains. On the surface you can't tell much of a difference between PaperStream IP and other manufacturer's image processing/enhancement competing offerings. However, dig a bit deeper and Fujitsu begins to really stand out and substantially differentiates itself in the marketplace. PaperStream IP can be described as advanced image enhancement (or image processing) recognition technologies, a hardware interface driver of your choosing - TWAIN or ISIS -combined with an intuitive, easy to use user interface. The image enhancement capabilities include specialized features like auto orientation, punch hole removal, image cleanup despeckle and deskew, edge repair, blur correction for smooth dot matrix print all in an effort to produce better OCR, Barcode, Patchcode and Document Separation and improved image quality results in data and document capture applications.

Prior to PaperStream IP, the challenge to ECM resellers and consumers of ECM was they had to deal with selling/buying/supporting/maintaining three separate license-able software/hardware products in the past to provide the best possible image capture solution which could be summarized as follows:

Scanner with TWAIN or ISIS driver support;
Hardware or Software based Image Enhancement and Image Processing Technologies from a third party;
Data and Document Capture Application software.

With PaperStream IP, items 1 & 2 are combined into a single offering; as well now being supported and enhanced from a single manufacturer, in this case Fujitsu. Ongoing maintenance costs should be lower (one less software package to be under software assurance) and IT / end user headaches should be reduced. ISV's (Independent Software Vendors) will also stand to benefit from the tightly integrated components. Item two now becomes a non-issue for the Reseller and the Customer.

Installation Process is a Snap!
It took about 10 minutes to complete the install and have the scanner functional with CAPSYS. Fujitsu's install process for us consisted of selecting the PaperStream IP with the TWAIN driver and clicking the SETUP button. We ignored everything else. Before you rush to drop that CD/DVD in the drive and hit install, STOP. Go get the latest kit from their website, which is a 120MB download. What you have on your CD/DVD most likely is already outdated. It was for us and you will save yourself a lot of time and frustration if you get the newest builds from their online portal. There were minor bugs we ran into with the early releases that Fujitsu has since fixed.

fi-7160 Compact Design

They too, like other scanner manufacturers throw in a bunch of other software items that they think are beneficial but you will probably largely never utilize if you use a commercially available data and document capture software application. All the other items contained on the CD/DVD while nice for a consumer who doesn't have a product like CAPSYS CAPTURE or some other full featured data and document capture software takes up unnecessary space and you will probably never use it, so we didn't bother installing it and suspect you will arrive at same conclusion.

Post installation and User Experience

TWAIN UI Simple, Sleek Design

Image quality, speed and setup process are all simply outstanding engineering efforts. Best we have seen in the ECM industry, ever! The user interface is just downright impressive. You are not overwhelmed or intimated by the TWAIN setup UI or the Advanced Imaging Enhancement Controls. They even have options pre-configured that you can choose from a menu and Viola! You are GTG. You see what you need to see and the rest is hidden but easily accessible by a drop down navigation button. Enough said.

Wait, what about the 7160?

PaperStream IP Advanced Settings

Hey, its a nice scanner, no doubt about it. Paper handling, speed, durability, packaging, form factor, USB, etc. all that is great. No surprises here, Fujitsu has always done a very good job with the quality of their scanners. 80 page ADF, 60 pages per minute, color/grayscale/black and white, hard card scanning, can't really find any negatives about it...but in all candor, the real story here is their PaperStream IP and what a significant difference it really makes for end users, IT, VARS and Resellers. And, the best part about it...doesn't cost you the consumer a penny more to reap the benefits from it. No more hardware or software based third party image enhancement licenses to purchase, maintain or support! There is a catch though....you need to have a Fujitsu scanner to get less hassles and all this added functionality.

Yeah, we love it, but let me know your thoughts!

Best,

Paul

How can Cloud IT solutions help your organization go Green?

noreply@blogger.com (CAPTURE CAPITALIST) — Thu, 20 Jun 2013 18:58:00 +0000

Going Green is more than a trend; it’s now an everyday reality. Organizations of all types, regardless of industry, are finding that reducing their carbon footprint makes good business sense – it’s good for the planet and the company bottom line.

Enterprise Content Management (ECM) and document management systems have long offered the ability to realize quantifiable business benefits, efficiencies, and savings. If your goal is “Green IT,” you should know that ECM systems can support corporate-wide environmental initiatives while positively impacting the bottom line.

Consider the following:

Through a Web-based ECM interface, workers in the next cube, on the floor below or across the globe can share business critical information inside the company as well as with partners, vendors and clients – all using just an Internet connection and browser. Costly ECM hardware and software at each workstation is eliminated, as is the need for hard copy documents. Paper use is dramatically decreased, saving trees. The energy, chemicals and costs associated with manufacturing, shipping and delivering paper-based documents is also reduced.

Capturing information electronically, at its source, can eliminate shipping costs associated with moving and transporting paper to a central location for processing. Using a traditional hardware/software ECM system, or the latest capture system built for the Web1, companies can still take advantage of centrally located "knowledge workers" to handle, index and process scanned documents. Not only is money saved by eliminating shipping costs, but fuel consumption and emissions are reduced or eliminated as well.

By implementing business process management, a common component in most ECM systems, users can work faster and smarter by automating business processes and working with documents electronically (in some cases viewing electronic documents simultaneously, eliminating the need for copies). This can reduce the time it takes to process work from weeks to minutes.

Web-based ECM and document management systems support mobile workforces and telecommuters - reducing travel for employees, allowing them to be located anywhere around the world. By working with documents electronically in "virtual office" settings, workers can freely connect with each other, collaborate and share documents, and minimize waste. With a robust Web-based ECM system, documents transmit over a secure internet connection individually or in bulk, allowing people at any location to work together to accomplish sophisticated document capture tasks.

The costs involved with paper-based file cabinet storage such as the space itself, the energy to heat or cool it, and the building’s upkeep can be significantly reduced by archiving documents using an ECM system.

ECM System Green IT Benefits

Eliminate transportation and fuel costs (lower carbon emissions)
Eliminate shipping and handling costs (lower carbon emissions from your shipping partners)
ECM in the Cloud means you don’t need to buy server class computers – no unnecessary computer rooms and BTUs production, no HVAC requirements, lower power consumption
Distributed Capture means you’ll leverage lower power consuming desktop scanners rather than using big, bulky, centralized, power-hungry mainframe or departmental scanners
Reduce paper consumption: paper is captured at the point of origin, no copying/faxing/filing necessary (plus reduced printer and toner cartridge usage)
Looking at and processing information and documents electronically, beginning at their source, becomes a new way of doing business
Manually filing papers and files is replaced with scanning and indexing documents electronically, increasing efficiency and speeding workflow

Whether using traditional or Web-based ECM systems, many companies are realizing these benefits and more. One day, our first response to view and process information will be to access information through a browser on our computer and not a file cabinet. Until then, it is great to know that you can reduce expenses and while acting environmentally responsible.

Do you have further thoughts or comments? If so, let me know!

# # #

Forget the Fiscal Cliff: Here’s Why The Cloud Can Secure Your 2013 IT Upgrade

noreply@blogger.com (CAPTURE CAPITALIST) — Tue, 11 Dec 2012 17:48:00 +0000

Who’s afraid of the Fiscal Cliff?

You shouldn’t be, especially if you head up IT for your company and targeting 2013 as the year to upgrade. You can still get that newer IT system now, courtesy of the Cloud.

Costs and Comprehension

Sure, there’s economic nervousness, as there is equally unfounded fear of the Cloud. Misinformation about its efficacy is keeping many businesses from understanding its positive value proposition.

A recent survey of small to medium-sized businesses here in the USA and in the U.K found a majority of business owners were unsure of Cloud services – just a quarter of SMBs had adopted some form of Cloud services – while a slightly smaller proportion thought Cloud services were only for large companies.

Among “other factors cited were cost (23% UK/21% US); lack of trust (17% UK/18% U.S.); and the belief the services are too complicated (nearly 10% in both the UK and U.S.)”. Startlingly, almost one-in-three SMBs (31% in the UK and 28% in the U.S.) said they did not understand Cloud services at all.

The disconnect among the survey respondents between how they use the Cloud for their personal business versus their business business is rather shocking. There is an over abundance of information about the Cloud generally, with Cloud-based consumer applications, and literally hundreds of stories by IT business publications, both online and off.

How long have these SMB owners been using their personal credit cards to buy from iTunes, EBay or Amazon? Do they do their banking online? They use – and trust – the Cloud constantly.

Companies like Microsoft, Apple, IBM, etc. have enormous amounts of money, people and research poured into the development of their formidable Cloud offerings that take the issues of security, outages, scalability, ease of use and manageability far more seriously than any SMB business could. They are the backbone for thousands of organizations that have already moved to the Cloud. Their brands and reputations are in the public view for all to see 24/7, 365 days a year.

The Real Reason

Probably the real conclusion about Cloud skittishness centers around that SMBs, because of the soft economy and pending fiscal cliff, are regrettably in lock down mode and tuned out to any incoming messages about promising IT alternatives such as the Cloud, regardless of the value proposition.

It’s also a matter of working with what’s been the new normal since the economic meltdown in 2008. Many SMBs took on complex technology decisions without the benefit of an IT department or outside expertise to guide them. Not that the resources weren’t there to be tapped. VARS who service the SMB market are in fact quite educated on the Cloud alternative and are talking to their customers about Cloud value prop.

Until the economy moves toward an annual 3% to 4% GPD growth rate, the “build it yourself” mentality is what SMBs know how to do because that is what they have been doing for years. But the perception of the Cloud as an unnecessary risk is, well, unnecessary.

The Cloud is a better use of limited capital and looks to avail companies to expand their functionality without having to finance a significant upfront capitalization. Instead, they invest by paying a fractional amount of money over in a managed, predictable outlay without the need for upfront borrowing.

There is an IT path that many companies can confidently take. It’s just a matter of taking a leap based on knowledge, not fear.

VARs: Technology’s Coach, Consultant and Referee

noreply@blogger.com (CAPTURE CAPITALIST) — Mon, 06 Aug 2012 16:24:00 +0000

One of the biggest questions faced by companies seeking to make large technology purchases is how to get the job done.

Will you purchase directly from the hardware and software manufacturers? Will you need an integrator? Is your IT staff capable? Who is ultimately responsible to coordinate all the components, people and organization needs to steer the project to success instead of catastrophe? After all, even the best-intentioned decisions can be disastrous if implemented poorly.

Expensive, complex technology purchases have many questions that require the right answers for everything to go right. You know your business. The manufacturer knows their product.

A good Value-Added Reseller (VAR) will know both.

This is where a VAR can play an essential role, or realistically, roles. A VAR is a combination coach, consultant and referee that can bring together the most appropriate products and processes to create the best solution to fit your unique needs.

The Coach (your advocate)

What makes a good VAR? First, they aren’t a box pusher -- they’re a solution provider. It’s important to them to have a full understanding of your business and goals because they want to select the best product(s) for you. They are your advocate.

Seek a VAR that has true expertise in Content Management, Case Management or Data and Document Imaging Capture (meaning the VAR has relationships with several key product manufacturers, giving you multiple product options) and one that has in-house integration capabilities. This (what I call a “super-VAR”) doesn’t just resell a product. It is with the customer from start to finish to ensure project success and solution performance.

VARs have to undergo rigorous manufacturer training to obtain authorization to sell and implement their products. Manufacturers ensure their VARs are qualified to provide you with what you need. That’s not to say any or every VAR is worthy of your business, though. It’s no secret that you’ll have several VARs to choose from.

The Consultant

It is of the utmost importance that you fully identify your business problems before you select your products. You need to answer broad questions such as:

What are your pain points?
What can’t you do now?
What are your strengths and weaknesses?
If you’re upgrading or replacing a current system, what aspects of the current solution were you lacking?
What’s your vision?

In this process, a good VAR should be able to assist with a complete Requirements Analysis and Functional Design Specification. This analysis helps you identify and clearly state the business problem(s) at hand, then detail the components and work processes involved, leading to the ultimate solution for your company.

The Referee

Likely, you’ll have a combination of the three types of players working with you on your projects. – the manufacturer that makes the hardware or software; the VAR itself; and the Systems Integrator that works to install the products and makes them work.

When considering product knowledge, it’s obvious that the manufacturer will be knowledgeable about what they produce and sell. After all, they are their product. They developed it. They commercialized it. They know it. And most likely, the manufacturer isn’t just trying to “sell, sell, sell.” Odds are they truly believe in their product and that it really is the best fit for your business. However, because manufacturers cannot help but be partial to their own products, you’re not really getting an objective recommendation, which means you’re not getting the best

counsel.

You need advice that addresses your issues. And like you do for your clients, the VAR should focus on individual client needs, no matter how small. When working with a good VAR, you’ll be more than a product code or a support ticket routing number.

The important thing is to get the balance right. Of course, you want a manufacturer who produces a quality product. And, of course, you want an integrator who will get you up and running smoothly. But all VARs are not created equal. Choose based on a combination of knowledge, selection, experience, customer and manufacturer relationships and value-added services to find the technology partner that is right your and your business?

So, what’s been your experience working with VARs? Are there any other considerations you would include?

How to Eliminate Eight Document Capture Process Steps

noreply@blogger.com (CAPTURE CAPITALIST) — Mon, 02 Jul 2012 18:48:00 +0000

Are steps in a process necessary when the process itself is unnecessary?

Businesses work feverishly to continually root out waste and inefficiency in their operations. Reducing any number of steps can save time, money and resources that could be applied elsewhere. Just eliminating several of these redundancies could make a noticeable difference.

So, think about what would happen if you could almost purge entire operations. Well, of course you can. This is technology. It happens all the time.

If you read my missives here at Capture Capitalist, you’ll know that I’ve written extensively about distributed capture versus centralized capture. I recently went back and took a look the book I wrote three years ago and distilled it down to four words:

Distributed capture is disruptive.

I know that this makes software makers shift in their seats and causes their eyes to dart as they tug at their collars, but the regressively manual aspects of centralized capture are just not necessary anymore.

Consider the steps necessary in a typical centralized capture process:

Print a large stockpile of available document separators for each location needed to perform the scanning operation. This can require thousands of dollars annually and is a recurring expense (printers, paper, labor, toner) as separators can only be used so many times before they wear out.
Prepare those documents by manually inserting separator pages between every distinct document.
Organize documents and pages into a suitable batch size to optimize scanner operators, scanning hardware and software’s overall performance.
Place batches in the scanner’s automatic feeder system and press scan.
Documents are scanned and sent to the server for further processing.
Wait for the server software to examine each page in an attempt to identify the document separator that you used. Using blank pages as a separator creates the added challenge of documents that purposely contain blank pages in them (such as the backside of a two-sided document) and then mistakenly being identified as separators.
Insert a post-QA process into the overall capture process to catch the blank pages.
Correct any errors.
De-prep documents to remove document separators. Plan to reuse the separators rather than stick them on a shelf or in a box with the rest of your business documents. Otherwise, every scan job will require new document separators, and you will be consuming physical storage space to store meaningless content.

In a distributed, web-based capture environment — with features/functions, such as “virtual separation” — users eliminate eight of the nine steps (and the expenses associated with them) that centralized capture requires.

Businesses that adopt distributed capture don’t have these same document sorting of challenges inherent in centralized capture. They likely won’t have full-time employees dedicated to scanning; therefore, it is reasonable for the document custodian to actually drop the documents into the scanner — without separators — and let them scan and be virtually classified or associated via the application. All of this is done through an elegantly designed KISS user interface.

Eliminating unnecessary costs and allowing the document custodian to maintain a degree of control over the organization of the documents makes more sense, rather than leaving the responsibility to a scan operator 1,000 miles away, who is paid on volume, not necessarily on quality or accuracy.

Approaching the capture problem from a distributed angle makes the process of scanning, associating, and so on much more simple.

# # #

Lubricate Business Processes With Nine Big Advantages of Cloud Distributed Capture

noreply@blogger.com (CAPTURE CAPITALIST) — Thu, 07 Jun 2012 15:34:00 +0000

Think of the word “cloud” as in Cloud computing. What immediately comes to mind? Is it white, fluffy cumulus clouds floating across a sunny, azure sky?

I’ll tell you what I think of when I hear “cloud”: oil. Better yet, grease.

The technology that makes distributed capture work is more like the kind of thick, viscous grease auto mechanics pack into wheel bearings to help car wheels roll freely.

A Cloud-based distributed capture system is all about lubricating business processes for faster processing, access and decision-making.

Digitizing the documents that trigger a business process allows those documents to enter a workflow, making them accessible to all participants. Easier accessibility aids faster processing, speeding up responses to customers (good for them) and faster recognition of revenue (good for you).

Here are nine ways the Cloud lubricates and frees up your business:

Reduced costs: You eliminate a cost center for your organization. There are far less hardware, software and overall IT expenses with the Cloud. In addition, you only pay for what you use. Users also save on shipping costs of sending documents to a centralized location.

No capital expenditures: The decision making on specifying, buying and installing expensive hardware is removed. There is no hardware or software to buy.

Scalability: Need more capacity? Storage needs can be increased seamlessly rather than having to go out and purchase programs or hardware.

Automatic software updates: Eliminates IT and paying for future software updates, patches and hot-fixes.

Remote access: Anyone can access and update information wherever they are.

Disaster backup: Company data is secured off-site. Power loss due to natural disasters, or human error, won’t keep users from getting back to work as long as there is access to an Internet connection.

Ease of implementation: Set-up will take no more than a day, plus several days for training. The tedious and time-consuming process to search for solutions, meet with vendors, hold system demos, obtain quotes, make a selection, complete the procurement process, then install, configure, test, train, rollout and support an on premise document capture system can be a thing of the past.

Response Time: Cloud computing accomplishes a better response time in most cases than standard server and hardware.

Evens the playing field: Cloud-based distributed capture allows small companies to complete more effectively with larger businesses. Smaller businesses can utilize the same tools deployed at Fortune 100 companies.

Deciding between maintaining and upgrading an on-premise capture solution or transitioning to a distributed data/document capture system in the Cloud comes down to one simple question: How much more grease could your business use?

# # #

Capture Capitalist

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Innovative Solutions

Project Outcomes

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Introduction

Problem Statements

Solution

Shipment and Inventory to IDT's Itasca, IL Facility

Digitization with CAPSYS CAPTURE ONLINE

Return of Aperture Cards

Phase 3: Training and Support

Outcome

Conclusion

Comparing TWAIN-Based Scanning to IoT Smart Connected Scanning by CAPSYS Technologies and CAPSYS CAPTURE ONLINE

Introduction

TWAIN-Based Scanning

IoT Smart Connected Scanning by CAPSYS

Benefits of IoT Smart Connected Scanning by CAPSYS

Conclusion

Revolutionizing Document Scanning with IoT Technology from CAPSYS

Introduction

The Power of IoT in Document Management

The CAPSYS Advantage

Conclusion

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Do you and your Business a Huge Favor, Keep your Business Software Current

Pay as you go or the traditional On-Premise Software Deployment?

Choices: Cloud, Hybrid Cloud or On-Premise ECM Data and Document Capture?

Among the many advantages of the Cloud include but are not limited to:

What is a Hybrid Cloud and why should I care?

The IT MOAB Effect

Internal IT - Your Friend or Foe?

What's the big deal with PaperStream IP from Fujitsu?

How can Cloud IT solutions help your organization go Green?

ECM System Green IT Benefits

Forget the Fiscal Cliff: Here’s Why The Cloud Can Secure Your 2013 IT Upgrade

VARs: Technology’s Coach, Consultant and Referee

How to Eliminate Eight Document Capture Process Steps

Lubricate Business Processes With Nine Big Advantages of Cloud Distributed Capture

Get Down To Business with Scott "Shalom" Klein.