We Love Our Customer Partners!

Here at ImageSource, we are ecstatic about our Customer Partners! We call them Customer Partners because we believe that they are all truly partners of ImageSource. Together, we’ve been able to accomplish some pretty awesome things.

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ImageSource: A Fujitsu Premier Partner X 9

Fujistsu_PP_2012

Fujitsu Premier Partner of the Year

In June, ImageSource was named Premier Partner of the Year, 2012 for the Western Region by Fujitsu Computer Products of America. This marks a whopping ninth time ImageSource has earned this status.

You could say, without question, that ImageSource likes Fujitsu scanners. We like them because Fujitsu invests in R & D and quality control to ensure an exceptional product line that continually evolves to meet the demands of an ever changing capture landscape.
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Are you using your checklists in PeopleSoft?

You probably have one or more document imaging systems that enable you to reduce paper files, but how is your staff managing communication with students? Well designed paperless processes include efficient communication with students by the Offices of Admissions, Enrollment and the Registrar. Much of the communication with prospective students during the information gathering process can be system generated based on document types, system checklists, and timely automatic notifications.

That is just one of the many benefits of using PeopleSoft checklists. University administrative staff can also receive automatic notifications when documents are received and files are complete, shortening cycle times for student evaluation, acceptance and enrollment. Is your system set up to provide the following? Continue reading

Meet the Oracle WebCenter Team: Loren Weinberg, VP of Product Management and Strategy

The Oracle WebCenter team includes some of the best minds in the industry. In its WebCenter newsletter, Oracle is featuring a series of articles introducing readers to some of the team’s key players.

In this edition, the spotlight is on Loren Weinberg, who joined the Oracle WebCenter team last September, following Oracle’s acquisition of FatWire. As vice president of product management and strategy, Weinberg drives product strategy, direction, messaging, and go-to-market execution for Oracle WebCenter, always with a focus on delivering real-world success for customers.

Oracle WebCenter — from Web experience management, to portal, enterprise content management and social collaboration, the technologies can truly deliver unique value for customers and help them drive customer engagement across online channels.

Read the full story at Oracle WebCenter newsletter.

San Jose State University Enrolls Students with Oracle and Peoplesoft SIS

San Jose State University Campus

There is a new way to process students into Universities that are using Peoplesoft SIS. It is called WebCenter Content and it is built by Oracle.  The first installation in the country is in full production at San Jose State University (SJSU).
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If content is the king, then portal is the queen

Alakh Verma, Director, Platform Technology Solutions at Oracle, explores the transition to Web 3.0, which was first defined by Dakota Reese Brown as “The Contextual Web.” Verma states, “It is estimated that by 2020, there would be 4 billion people online; 31 billion connected devices, 25 million applications, 1.3 trillion sensors/tags and 50 trillion gigabytes of content created in networked society.” He believes the focus on the Web experience will grow, and having a portal framework enabling contextual access to content from a unified repository will be at the center of importance during the next decade.

Read the full story at Oracle WebCenter blog.

ImageSource® Awards Customer Partners for Innovative ECM Solutions

theme imageImageSource recently announced the winners of the 2011 Nexus Customer Partner Awards. The winners all show exceptional and innovative ways of utilizing Enterprise Content Management (ECM) technologies and include San Jose State University, ESCO Corporation and Mira Costa College.

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ImageSource Achieves Fourth Oracle PartnerNetwork Specialization for Public Sector

ImageSource is approved for their fourth Oracle PartnerNetwork Specialization achieving the Public Sector Knowledge Zone. This distinction highlights a partner’s ability to focus on serving the information and technology needs of the public sector, with a powerful combination of technology and comprehension.

The Public Sector Specialization recognizes Partners that have demonstrated their ability drawn from Oracle’s portfolio of software and hardware solutions to solve unique public sector needs. ImageSource achieved the Public Sector specialization though testing that demonstrated an understanding of Government technology challenges and through validated solutions and customer references.

As a leading integrator for Enterprise Content Management technologies, ImageSource has been providing business efficiencies tools for the public sector since 1995. With extensive ECM experience in city, county and state governments, solutions include imaging and document management, records management, web-content management, workflow solutions, Higher Educaiton solutions, agenda management and much more.

The three previous specializations ImageSource earned were Enterprise Content Management, Service Oriented Architecture and Enterprise Manager.  We are proud to add another specialization to our achievements in the Oracle PartnerNetwork Knowledge Zones and continue working on additional designations.  We look forward to announcing their completion in near future.

Debbie Horton
ImageSource
Communications Director

Stuck in a Trade Show Whirlwind

This year’s Fall trade show season seemed to blow in and out like a tornado. It is no joke that time flies when you are having fun. We’ve seemed to go from September to December in a blink of a eye. Our whirlwind of a tour started  back when the leaves were just starting to change with multiple local PMI and AIIM events and only picked up speed from there….

For a week we blew into OracleOpen World in San Francisco, CA . If you’ve never attended Oracle OpenWorld, be ready for quite a technology experience. As an Oracle Platinum Partner there is no way we would have missed it!  As a systems integrator for Oracle Middleware, we were eager to help attendees learn how to run more efficient business processes by implementing Oracle IPM and UCM solutions.  There was a lot of interest in our recent implementations of Oracle Webcenter Content 11g. We look forward to going back in 2012 and hope to see you there.

While many of us were at OOW, our ECM expert, John Smetana was attending the AIIM ECM Bootcamp in Minneapolis, MN on October 4.  AIIM members and attendees collaborated on ways to minimize paper and manual processes in core backend activities and discussed better ways to engage social technologies to reach customers.

Next stop landed us in Vegas, Baby! We were a proud exhibitor of the IBM Information on Demand Conference that happens annually at the Mandalay Bay. And we are hoping what you saw there, doesn’t stay there. Take back what you learned from our IBM ECM team to get started on automating processes or to expand your current solution, enterprise-wide. We can wait to get back to IOD in 2012

Next up, we couldn’t have been more excited or proud to host Nexus ’11, our annual ECM Solutions Conference on November 3-4.  With over 28 breakout sessions, world-class Keynote speakers and peer-to-peer networking, this event has become the best education ECM technolgoy event on the West Coast!  Pre-conference training for AIIM certifications and other continuing education credit were provided in the days leading to the conference. Our vendor partners, including Fujitsu, Panasonic, IBM, Kodak and other industry leaders were on hand to show their latest product offerings and answer questions in our Expo Hall. This year’s hot topics included planning your ECMECOSYSTEM™,  Capture solutions from ILINX and Kofax, and implementing mobile and social technologies. You can check out presentations and video from this year’s event or register for what’s in store for Nexus ’13!

And finally, we wrapped up our tour in Sacramento, CA at the Kofax Connect event where we presented with our customer partner, Sacramento County, to share how their are utilizing Kofax KTM to clasify, separate, extract and transform documents.  We were excited to be a part of this valuable event and have the chance to discuss capture solutions with the many Kofax users who attended. If they hold this complimentary seminar again in the Spring you won’t want to miss it.

As frost began to form and the breeze began to slow, it was finally time to click our heels and head home for the holidays. But it won’t be long till we are back out on the road to talk with all of you about implementing your ECMECOSYSTEM and making your information work for you!  Make sure to keep checking our Events calendar to see if we will be blowing into a location near you.

ImageSource Achieves Third Oracle PartnerNetwork Specialization for Enterprise Manager

ImageSource is approved for their third Oracle PartnerNetwork Specialization achieving the Enterprise Manager Knowledge Zone. This distinction focuses on the use of Enterprise Manager to manage and monitor the Oracle technology stack. Oracle Enterprise Manager’s unique top-down approach to application management enables organizations to reduce complexity and increase efficiencies in their IT environments and optimally run their enterprise applications.

Oracle Specializations are designed to recognize distinguished Partners that have experience and knowledge in one or more product pillars. ImageSource achieved the Enterprise Manager specialization by showing proficiency with the product though testing in sales, support and implementation. Validated solutions and customer references required, demonstrate ImageSource’s expertise in Oracle WebCenter Content and as a leading integrator for Enterprise Content Management technologies. The two previous specializations ImageSource earned were for Enterprise Content Management and Service Oriented Architecture.

We are proud to add another specialization to our achievements in the Oracle PartnerNetwork Knowledge Zones and are currently working on two additional designations.  We look forward to announcing their completion in near future.

Debbie Horton
ImageSource
Communications Director

ImageSource Achieves Oracle PartnerNetwork Specialization for Service Oriented Architecture (SOA)

ImageSource was recently approved for the Service Oriented Architecture, Oracle PartnerNetwork Specialization. The SOA specialization provides insight to Oracle’s newly released SOA 11g platform, a foundation for innovation. This platform is composed of many products like Adapters, B2B, ODI, OSB, BPEL, HWF, Rules, CEP, BAM and Governance, which work together to provide the benefits of SOA.

This is the second ImageSource Oracle Specialization which are designed to recognize distinguished Partners that have experience and knowledge in one or more product pillars. The first specialization ImageSource received was for Enterprise Content Management.  As a leading provider of Enterprise Content Management technologies and integration experts for Oracle WebCenter Content, ImageSource proved their high level of SOA expertise though testing in sales, support and implementation. ImageSource also demonstrated their experience with validated solutions and customer references.

We are proud to announce this specialization and look forward to announcing more certifications in the near future. We are also proud to share our latest video which showcases a successful Oracle WebCenter Content solution. Enjoy!

Debbie Horton
ImageSource
Communications Director

N.E.X.U.S. 2011

Nexus our ECM Solutions Conference is less than a week away. Our pre-conference training starts this Monday, October 31st at the Bellevue Westin Hotel. The  training is kicked off with the AIIM ECM Practitioner Certification, as well as the AIIM Capture Practitioner Certification, Conflict Management Course with James Brown and Oracle ECM 11g.

On November 2nd 2011 at 7:00PM come meet us at the Cypress Lounge in the Bellevue Westin for some light appetizers and cocktails to start the conference off right. Come mix and mingle with people in and out of the ECM industry.

We have a number of great organizations such as Fujitsu, IBM, Oracle, Kofax, AIIM, Kodak and many others which help make this an outstanding conference.

If you want to attend our conference register online http://www.nexusecm.com and don’t’ miss out on this wonderful opportunity!

ImageSource Achieves Oracle PartnerNetwork Specialization for Enterprise Content Management

This week ImageSource was approved for the Enterprise Content Management Specialization from Oracle. Oracle Specializations are designed to recognize distinguished Partners that have experience and knowledge in one or more product pillars. As a leading provider of Enterprise Content Management technologies, consulting, and integration services ImageSource proved their high level of expertise though testing in sales, support and implementation. ImageSource also demonstrated their experience with validated solutions and customer references.

ImageSource has been implementing ECM technologies since 1994 working with Optika, Stellent and now Oracle Enterprise Content Management, recently renamed Oracle WebCenter Content.  We have a vast customer partner network where ECM solutions have greatly improved business processes and created efficiencies for government, higher education, finance, healthcare and many other industries. Our Website hosts multiple case-studies showcasing our Oracle solutions for Costco, Mazda, Suzuki, Swedish Medical Center, San Jose State University and more.

Oracle WebCenter Content provides organizations with a unified repository to house unstructured content, and deliver it to business users in the proper format, and within context of familiar applications to fit the way they work.  It provides strategic content infrastructure for managing documents, images, and rich media files, End-to-End content lifecycle management from creation to archiving and contextual enterprise application integration.  ImageSource has certified staff and extensive experience implementing this technology. We are proud to announce this specialization and look forward to announcing more certifications in the near future.

Debbie Horton
ImageSource
Communications Director

Vote for These Valuable ImageSource Presentations at OpenWorld 2011

ImageSource has proposed three presentations ideas for Oracle OpenWorld 2011. Please help us bring these valuable presentations to the Oracle community by voting for the three sessions below at the Oracle Mix website.

Getting Real with Oracle ECM 11g – Benefits & Lessons Learned from Going Live
Join this interactive discussion on the implementation of Oracle ECM 11g. See successful 11g installs for Accounts Payable and Records Management and learn how the most recent Oracle technology sets a solid foundation for these organizations for years to come. Discover how 11g provides a tight integration between vertical components providing a wide range of choices and more flexibility in architecting and designing solutions. Explore how Oracle 11g also provides a host of benefits in the context of the broader Oracle line-of-business platforms – weather it’s Siebel, CRM on demand, JD Edwards or PeopleSoft – the integrations will be tight.

Mastering Records Management and Retention Policies with Oracle ECM 11g
One of the largest counties in the Northwest recently implemented Oracle ECM 11g for Universal Records Management. The system, designed around the core concept of contribution folders, is blazing the way to effectively manage records County-wide. The technology provides a hierarchal structure, with drag-and-drop functionality and automatic metadata and retention policies, for efficient and effective records management. Discover how this infrastructure for records management can facilitate Public Disclosure Requests and unleash the many enterprise capabilities of Oracle 11g.

Oracle ECM & PeopleSoft/JDE – A Synergistic Combination
If you use PeopleSoft/JDE and are interested in extending their capabilities to accelerate multiple business processes, then this is a must-attend session. Through a tight integration, business processes are automated using Oracle ECM software to leverage your data residing in your Oracle database, optimizing operations. Further advancing efficiencies, users can utilize ECM functionality without leaving the familiar PeopleSoft/JDE interface. Capture structured and unstructured information from paper or any digital source, develop electronic workflows and store all your information in a secure repository. Learn about specific synergistic solutions that have streamlined processes for Higher Ed, Financial Services, Human Resources and more.

You must become a Oracle Mix member to vote. Please sign up and vote to see ImageSource present at OpenWorld.

To Vote:

1) Click on this link: https://mix.oracle.com/
2) Register as an Oracle Mix member
3) Click on “Suggest A Session”
4) Sort by title
5) You must vote for at least three sessions for your vote to count. Please vote for the three presentations above!

Debbie Horton
ImageSource
Communications Director

Oracle ECM 11g and Accounts Payable – Integrating Technologies

Accounts Payable is a document intense department with complicated workflows and approval processes. Although our world today is going digital, AP departments are still bogged down by a majority of documents (purchase orders, invoices and supporting documentation) coming in paper form followed by manual routing and approval processes,  keyed data entry to the Enterprise Resource Planning (ERP) system, and the physical filing and storage of documents.

While ERP systems handle the information they are designed to process very well, they do not have the capacity to manage data and images simultaneously or perform complicated workflows.  By automating the entire AP process organizations can reduce labor requirements, lessen storage costs, decrease late fees, increase early pay discounts and improve vendor satisfaction.  And because Accounts Payable touches almost every department it is a great launch pad for ECM technology providing a large impact on the organizational business processes and substantial ROI.

ImageSource is an ECM integrator with vast experience implementing Accounts Payable Solutions and an industry leader in implementing the Oracle 11g technology.  Most recently we completed a project for a large manufacturing company integrating Oracle 11g ECM technology with the Accounts Payable system, Oracle Enterprise Business Suite.  As a manufacturer poised for growth due to multiple acquisitions, they were looking for a solution that could handle the increase in invoices without increasing staff.

With Oracle EBS already in place, Oracle 11g was the perfect ECM solution. Oracle’s Solution Accelerator enables such a tightly coupled integration that it makes the two technologies ideal for integration. The result is an Accounts Payable system that has provided an efficient system for imaging, processing and viewing documents related to AP with a reduction in overall labor.

The manufacturer receives over 8,000 invoices a month, 80% in paper form and the other 20% through email and fax.  All are now processed by Oracle Document Capture and Oracle Forms Recognition (OFR) when received.  Oracle Document Capture scans the document and Oracle Forms Recognition automatically extracts relevant data and does some basic validation. The document is then automatically sent to Oracle ECM for more validation and storing of the image. Due to the sophisticated logic with code and BPEL workflows, the system performs all kinds of checks, and is able to move information  from Oracle ECM to Oracle EBS without human assistance. Knowledge workers can stay in their familiar EBS system and reference any invoice they need by clicking on the recognizable paper-clip.  EBS pushes the parameters to the ECM repository and brings back the search results in a web link.

The ease of processing invoices has been improved dramatically. What used to be a manual process of keying in information is now completely automated. The only time an invoice needs any type of processing, barring exceptions, is the physical act of scanning it in. After it’s scanned the Oracle OCR technology adds the appropriate index fields and the Solution Accelerator automatically moves it through the system for validation and storage until it is available to view through Oracle EBS.

Debbie Horton
ImageSource
Communications Director

Taking PeopleSoft to New Heights in Higher Ed

The PeopleSoft ERP system you use for Student Information Services (SIS) has been built to support nationwide and world wide applications. As such, it cannot provide unique challenges for each business need.Typically, we see IT shops and business directors working around the deficiencies in the product in an attempt to meet specific business objectives.  We also see universities purchasing complimentary products to try to meet specific needs and requirements.

From an IT perspective, the cost to write custom code to modify PeopleSoft is prohibitive, or the software simply cannot meet the business objectives. With this in mind, ImageSource, a systems integrator for Oracle, has built several modules for higher education that will have a dramatic effect on how universities conduct business. The integration is codeless, so although we “talk back and forward” to PeopleSoft, there is little requirement to have PeopleSoft technical staff supporting the project.

This new module provides true business workflow that can be designed and built by the business unit, allowing work to be pushed out to the specified knowledge workers. The pilot project recently completed at major California University has been deemed a complete success. This solution now allows them to provide critical real time service to students, parents and faculty.  With the initial implementation in Finance and Student Services, this university is ready to implement the program campus-wide and gain substantial ROI.

If you’d like to know more about how this solution works please email Lynne Butler, ImageSource Higher Ed Business Consultant, at lynneb@imagesourceinc.com

Northwest County Goes Live with Oracle ECM 11g and Automated Records Management

A sizable county in the Northwest recently partnered with ImageSource on a major Universal Records Management solution. Implementing Oracle’s latest technology – Oracle ECM Suite 11g – the county’s Public Works and Utilities (PWU) led the shift to an automated system for managing records. By putting a state-of-art records management system in place, PWU is blazing the way for the county to effectively manage records and retention policies county-wide.

The impetus to automate records management at the County included a variety of challenges.  They were working from an electronic digital vault for storing documents that had been developed internally and operated with antiquated architecture and technology. The indexing structure was extremely complicated so they had difficulty finding and storing information and the vault had zero records management capabilities. There was no official File Plan in place and content was kept in multiple formats and several locations; paper files, network file system and the vault.

The starting point for the project was to perform a Policy and Procedure review.  From that ImageSource Professional Services delivered several reports including eDiscovery and Public Disclosure recommendations, a vault migration strategy, a metadata model and an official File Plan for automating records management with government mandates and regulations.

Once the structural foundation for records management was analyzed, evaluated and a governance plan put in place by ImageSource, the technology implementation was the next step. Oracle 11g was selected as the infrastructure for several reasons. Recently redesigned, Oracle ECM utilizes JAVA programming technology for its ECM suite, providing the most recent Oracle technology and a solid foundation for years to come.  11g also provides a tighter integration between vertical components, which at the end of the day, provides a wider range of choices and more flexibility in architecting and designing solutions.  Oracle 11g also provides a host of benefits in the context of the broader Oracle line-of-business platforms – weather its Siebel, CRM on demand, JD Edwards or PeopleSoft – the integrations will be tight. The other Oracle products used to support this implementation are Oracle AutoVue, Oracle Secure Enterprise Search and URM Adaptors for SharePoint and the Network File System.

Utilizing Oracle ECM 11g and its Universal Records Management (URM) module, records management policies are now in place for three workgroups within Public Works and Utilities. A system was designed around the core concept of contribution folders. In order to ease transition, the Oracle software was designed and set up to mimic the folder structures that the County was using on their network file system. The contribution folders have a hierarchal structure and content contribution to the folders is extremely easy with drag-and-drop functionality. The hierarchal structure enables automatic assignment of metadata and records management policies without ever having to key index values.  Direct contribution capabilities into the file structure are also available from Word, Excel, PowerPoint and Outlook.

The County went live with this new Records Management solution a few weeks ago and is now moving toward a completely automated records management system in PWU. This solution also provided the County with the infrastructure to facilitate Public Disclosure Requests and to automate records management County-wide. The benefits will be far reaching as the County moves into full production and later expands the many enterprise capabilities of Oracle 11g.

Debbie Horton
ImageSource
Communications Director

Migrate to Oracle 11g? Ask Me!

Looking to migrate documents out of an older version of Oracle?

ImageSource is a specialist in migrating the Oracle older versions of IPM and UCM into the latest Oracle IPM and UCM platform – 11g.

ImageSource has been installing and maintaining content management systems since the early 90s. They have extensive expertize in most industries, including both the public and private sectors. ImageSource has installed the 11g platform for records management in a large county in the Pacific Northwest and are planning to convert several large clients from prior versions of the software to the latest release of Oracle.

ImageSource has had a lengthy track record with the product, with the first installation at Costco Wholesale in 1993. There are more than 60 applications running on IPM with access to more than 1,000 users with approximately 125 million objects that have been added to the library since the early 90s. Whether an image was created in 1993 or 2011, the system can recover it easily.

The migration from prior platforms to 11g takes a lot of thought and requires considerable experience in both the older and newer versions.

Terry Butler
Chief Solutions Officer
ImageSource, Inc.

What was your “ah ha” moment?

What was your “ah-ha” moment in communicating ECM?

Working in  Enterprise Content Management for over 12 years often times I have found it somewhat difficult to explain what we do and/or sell.  Have you?

I have found that who your audience is often dictates how you explain it.   To an IT group I have described ECM in terms of storage and retrieval of images in to database/repository with searching capability, ability to apply rules for authentication and accessibility, removing silos of information,  ability to do workflow and BPM, and other things like Meta-Data, networks, through-put and HA/DR.   Sometimes their eyes gloss over and other times they “understand.”

To some business folks when I’ m talking ECM I most usually reference things like accessibility of their documentation, being able to search on key fields and automatically route work/documents/content without the use of email or paper files (at its simplest form) and its all stored in a database otherwise known as a “repository.”  Or, when describing workflow, using the old analogy of a restaurant.   When you go in to the establishment a hostess seats you, then you get a menu, a waiter comes up and then you order, that order goes back to the kitchen and you get your meal prepared, then after you have dessert, you get a bill, pay and get a receipt then the bus boy comes and cleans everything up – that’s a workflow.

But what do you say to your mother or father, sister or brother and even children (aka the layman)?  I’ve tried things like, “I sell software that lifts information off paper or documents and puts that data in a data base that allows people to find it. Then the people can see the documents on their computer necessary to do their job.”    But I still get a ‘blank stare.’

Then one day, maybe three or four months ago, my dad was asking me for his usual P.C. help and he said, “my printer/scanner isn’t reading the words as well as it used to.”   Of course, that got my attention! Could my dad know what O.C.R. is?  After 12 years of me talking about IBM, FileNet, EMC/Documentum, Microsoft , Captiva, Kofax, ImageSource and ILINX(r) and him saying, “I still don’t get what you do.”  NO WAY!  How could my dad possibly know about O.C.R?

So I asked him, “Dad, you know what OCR is?”  Guess what, he replied YES!  “Its that software that I use when I want to take words off my documents that are PDF or Tiffs”.   BAM!  He knew!  Finally after 12 years he “figured it out” partially what I did for a living.  Putting this in context, my dad is an automotive guy, first sales and then executive, who had never a need to do any “computing” most of his professional career.

We have a lot of acronyms in our ECM vocabulary:  OCR, ICR, OMR, BPM, OSR, ODAR, HIPI, TIFF, etc etc etc.  (I can go on for a lifetime of our acronyms).   But what do you say so that IT people get what ECM is?  What do YOU say to a business user, who never ever ever thought of this stuff day to day?  What do you tell your mom, dad, brother, sister, what you do every day?   What have you said that brings blank stares?  But, most importantly, what have you said to a customer and then you saw the “light bulb” go off?  It appears O.C.R. is making it in to the mainstream vocabulary, if my dad is any example, because he knows his, “HP MFP does OCR.”

 

Eating Our Own (Yummy) Dog Food

Every day at ImageSource I use the technology that we help implement at other organizations. It helps remind me why our Customer Partners get pretty excited about information processes that get transformed through ECM technology. Instead of printing, shuffling paper, waiting, shuffling some more, waiting, chasing down the paper, copying, shuffling and filing, we can complete a process efficiently, accurately and have a digital record.

It’s time to submit my expense report, so I’ll use that for an example.

I gather a few paper receipts, and scan them on my Fujitsu Scansnap desktop scanner using ILINX Capture software. Using a desktop browser, ILINX Capture allows me to add indexing to this batch of documents, so I can easily search for them.

My other receipts are already PDF images that I captured using the camera functionality on my iPhone and a handy app called ILINX Capture Mobile. It lets me turn my paper receipts to digital images on the fly, and attach keywords to them. (This is especially convenient when traveling.)

I merge my PDFs into one document using Adobe Acrobat, and go to our intranet site for where I find a LiquidOffice eForm designed for ImageSource expense reports. Utilizing pull-downs, pop-up calendars and automatic calculators, I quickly enter essential data about each receipt, attach my PDF with receipt images and hit submit. After the package is automatically routed to my supervisor for approval, ILINX Connect for eForms seamlessly transports it to Oracle Image & Process Management system.

Our Accounting staff views the documents right from within their accounting software system using ILINX Integrate, without having to go into IPM. Should my expense report documents ever need to, they could be sent through an IPM workflow or packaged and migrated out using ILINX Export.

It is liberating to work in an automated environment. Instead of shuffling paper, my time is free to do things that actually require my expertise, of which report submittal is not one.

Carol Jellison
Creative Director, ImageSource

 

City of Kennewick Launches ECM Solution by Streamlining City Clerk & Payroll Processes

The City of Kennewick, Washington, looked to an ECM solution to help streamline processes. Because of changing economic conditions and a shrinking tax base, Kennewick needed their business processes to enable them to do more with their current resources. As one of Washington’s most progressive cities, Kennewick recognized that implementing a core Enterprise Content Management (ECM) system would help them meet this goal.

To read the entire case study, visit http://imagesourceinc.com.

Organization:
City of Kennewick
www.ci.kennewick.wa.us

Industry:
City Government

Solution:

  • Workflows for Agenda & Payroll
  • eForms

Challenge

  • Required to do more with current resources
  • Paper-intensive processes
  • Manual routing for approvals laborious & expensive
  • Documents difficult to locate
  • Duplication of documents
  • Payroll process labor intensive & error-prone
  • Excessive storage space required

Key Benefits

  • Flexible workflow allowing various approvers depending on need
  • Documents easy to locate and always available
  • Changes are easily accommodated
  • Agenda ePackets are easy to build, distribute to Council & public
  • Most current version of documents accessible across all departments
  • Reduction in storage
  • Infrastructure for storage & electronic workflow can be leveraged city-wide
  • Integration with existing Payroll system improves accuracy
  • Intuitive indexing & validation
  • Automated data entry
  • Payroll processing reduced 90%, or more

Products

Kristina Parma
Communications Manager
ImageSource, Inc.

Vote to See These Valuable ImageSource Presentations at OpenWorld

ImageSource has proposed 3 presentation ideas for Oracle OpenWorld. Please take the time to go to the Oracle Mix website and vote for the ImageSource presentations.

Best Practices for Upgrading to Oracle IPM 11g
This session will explore opportunities for organizations looking to upgrade to Oracle IPM 11g. Expert integrators who have worked with this product from its inception will examine best practices when moving to 11g. We’ll explore how IPM 11g offers a true platform for enterprise deployments. Learn the best way to transition, how you can still use SQL databases and about exciting new features. Explore the extensible architecture, the BPM platform and understand how the open integration to MANY lines of business applications, in a loosely-coupled manner is a good change from the hard coded integration of the past & how it will affect future upgrades.

The Future Direction of ECM – Oracle IPM 11g
The speculation is over and Oracle IPM 11g is upon us. Independent expert integrators will present a case study example on a new implementation and explore how IPM 11g offers a true platform for enterprise deployments. Discover the best way to transition, how you can still use SQL databases and about exciting new features like wizards, searches, inputs & connections to external data sources. Explore why an extensible architecture benefits multiple business processes and how the BPM platform simplifies the implementation of workflow. Understand why the open integration to MANY lines of business applications, in a loosely-coupled manner is a good change from the hard coded integration of the past & how it will affect future upgrades.

Oracle ECM in Higher Ed – Conquering Registration, Transcripts & Financial Aid
Universities are experiencing an explosion of information. The need to control it, even leverage it, has never been greater. From registration to transcripts to financial aid and more, today’s students expect online services and electronic forms facilitating faster decisions and timely responses. This session will explore how Oracle Enterprise Content Management allows institutions to optimize specific, departmental business processes while providing a common platform for all information processes across the enterprise. Higher Ed experts will show how Oracle ECM provides a reliable way for all departments to securely access the same, current, accurate information.

You must become an Oracle Mix member to vote. Please sign up and vote to see ImageSource present at OpenWorld.

To vote:

  1. Click on this link: https://mix.oracle.com/
  2. Register as an Oracle Mix member
  3. Go to the right side of the screen and link on “Suggest A Session 2010”
  4. Sort by title
  5. You must vote for at least three sessions for your vote to count. Please vote for the above three presentations.

Debbie Horton
ImageSource
Communications Director

 

 

The Future Direction of ECM – Oracle 11g

Today I participated in a very interesting webinar today by Andy MacMillan, VP Product Management, Oracle, regarding the release of the much anticipated latest ECM offering from Oracle – 11g.   The speculation is over and it is upon us.  Contrary to popular buzz, they haven’t thrown the baby out with the bathwater and alienated their current clients of the previous IPM versions.  Yes, you can still use a SQL database.  The product is well thought out, clean, and is a true platform play for enterprise deployments.  It is refreshing to see a vendor make a stand against the lower tier, point solutions and talk about extensible architecture that can be used against multiple business processes and span applications.

The workflow / BPM might take a bit of time for clients to get their arms around, but I do believe, once they do, it will be embraced.  The concept of using the BPM platform for imaging across all applications should simplify the implementation of workflow and replication across multiple business processes much easier.  Also, the open integration to MANY line of business applications, in a loosely-coupled manner is a good change from the hard coded integration of the past.  This should make upgrades in the future much easier.

At first glance, and from what I have seen from our test lab, 11g is a complete solution, open and integrated, and a cost effective solution that is well thought out.  There will still be a period where the previous version makes sense to deploy from an experience and proven technology basis, but I’m confident that 11g will be a solid foundation for the future.

As mentioned, ImageSource has 11g installed in a test lab and has been putting it through the paces.  We will be helping clients determine the best strategy and timing for migrations.  We have already developed tools, such as ILINX Export to help in the migration of data.  Please let us know how we can help you in your go-forward strategy.

Stay current by monitoring the ImageSource website for helpful hints and information on our blogs and twitter posts. For more information, please take a look at www.oracle.com/goto/IPM  and also http://download.oracle.com/docs/cd/E15523_01/ecm.htm

Jeff Blissett
Senior Account Executive
ImageSource, Inc.

jeffb@imagesourceinc.com
www.imagesourceinc.com

  

Three Essential Components of ECM – Capture, Connect and Share

At our recent ECM Solutions Conference, Nexus, ImageSource announced the new brand strategy for our ILINX product line – Capture | Connect | Share.

The three word tagline was chosen because it so accurately describes the critical comments of an effective Enterprise Content Management system.

Capture:
The more effectively an organization can get information into their system the better they are able to manage that information. Critical content comes into organizations every day. How are you capturing your information? How effectively are you managing all types of content (paper, electronic content, video, pictures, etc)? What technology are you embracing to enable electronic information? Fax machines? MFPs? Desktop scanners? Production scanners? Because Capture is the “on-ramp” to any ECM system, having the right tools (ILINX Capture Products) will enable the success of your ECM system.

Connect:
Seamless integration with line-of-business systems is essential for user adoption, simple end-user training and overall Change Management. With the use of ILINX Connect products, organizations can access all critical documents from one central ECM repository without ever leaving the LOB system they are familiar with. ILINX successfully integrates ECM systems with SAP, JD Edwards, PeopleSoft and others.

Connectivity between different ECM systems is also essential in order to maximize the benefits of all the various technologies. ILINX integrates technologies such as SharePoint, Oracle, LiquidOffice, Kofax, and more.

Share:
Business operations depend on getting the right information to the right people at the right time. Having the right tools to access that information easily is the functionality built into the ILINX Share products. Organizations must be able to export targeted information effectively for public disclosure requests, specific agenda items, invoices, and much, much more. Having that information easy to retrieve in a well organized, usable format is essential.

ILINX products are the cornerstone of many successful ECM solutions. Visit the customer success stories page on our website and see how organizations, both public and private, are creating effective ECM solutions utilizing ILINX technologies.

Debbie Horton
Corporate Communications Director
ImageSource, Inc.

 

AIIM 2010 Awards Nominations Open – ImageSource and the City of Kennewick Win in 2009

AIIM recently announced they are accepting nominations for the AIIM 2010 awards.  The Awards Program recognizes the leaders, the innovators, and the dedicated members of our community. Award nominees test the boundaries of our industry, look to the future, respect the past, take risks, serve their profession, and welcome diversity of thought.

In 2009 ImageSource Customer Partner, the City of Kennewick, was the recipient of the Carl E Nelson Best Practices Award which recognizes excellence in the ECM field by showcasing successful ECM implementations.

The award winning implementation at the City of Kennewick provides a comprehensive system for a variety of business processes. It supplies workflows for the routing, review, approval and distribution of City Council agenda documentation and enterprise repository document storage. Electronic LiquidOffice time cards have been implemented for streamlining the submission of information by employees and payroll processing. Additionally, ImageSource’s ILINX Distributed Indexing was integrated to enable the successful contribution of all content to the City’s Oracle repository through intuitive indexing and validation. The new system has contributed to the City’s existing levels of service, despite the reduction of seven full‐time employees in the current biennium. The City’s new technologies and ensuing processes have the potential to save Kennewick nearly one million‐dollars in storage costs over the next five years.

The 2010 Awards will be presented during the AIIM Exposition and Conference in Philadelphia, April 20-22. ImageSource looks forward to submitting another world-class solution for consideration in 2010.

Debbie Horton
Communication Director

Document Capture Tools

Scanning your documents into a Document Management System is a great way to improve efficiency and reduce the amount of paper in your office.  And, depending on what kind of paper you are scanning, there are lot of document capture tools available.  Tools such as Full Text OCR, Zonal OCR, and ICR can greatly reduce time spent indexing and validating your documents once they are scanned.

Full Text OCR (Optical Character Recognition) is software that captures every character in the document being scanned and processing it into a fully searchable PDF.  One effective use of this technology is when government users needing to search hundreds of pages of agendas and meeting minutes for a certain topic.  The process of searching these documents is quite time-consuming and most OCR processing occurs overnight when there is less use on the company’s day-to-day activities.

Zonal OCR is similar in that it captures information, but in this case, the software is programmed to look in the same location or “zone” every time.  This is helpful when scanning in documents where the information is in the same location, such as an invoice number.  Most invoices are in a set format so zonal OCR is very effective in this scenario.  When the operator is validating this information, the Zonal OCR zooms in on the zone area that has been predetermined where the information is captured from so they can easily read if the information captured is correct or not.  Hence, one of the biggest advantages of Zonal OCR is that it improves the efficiency of searches which translates into a savings of both time and money.  Some software available that features Zonal OCR also allows the user to draw a box to establish a zone around required text rather than typing in keywords therefore allowing the document to be automatically indexed.

ICR (Intelligent Character Recognition) is the ability for the software to read hand-written information and process this into searchable information.  This is especially beneficial in the financial industry.  And although this tool can be very useful in some situations, the error rate is much higher because handwriting is so varied from person to person.

Andrea Latham, CDIA+
Inside Sales
ImageSource, Inc.
Phone 360.943.9273
www.imagesourceinc.com

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Microsoft SharePoint 2010 – Las Vegas Conference Day 1

The 2009 Microsoft SharePoint Conference held at the Mandalay Bay Resort & Casino in Las Vegas has officially kicked off.  It has attracted around 6,000 attendees from around the world.

SharePoint 2009 Conference Badge

SharePoint 2009 Conference Badge

ImageSource exhibited recently at Oracle OpenWorld in San Francisco, we will round out this month with attendance at Kofax Transform in San Diego and we will be exhibiting at IBM On Demand at the Mandalay Bay in Las Vegas, which begins October 25th and runs through the 29th.

Then the Annual Nexus Enterprise Content Management conference begins November 2nd and runs through November 3rd.  I look forward to seeing you there and hope you can attend some of the breakouts that I will be speaking at, check out the agenda here.

I attended several break-out sessions today at the SharePoint conference and wanted to highlight some of the exciting announcements coming from Microsoft & KnowledgeLake.  First I attended ECM for the Masses – How SharePoint Delivers on the Promise.  Key areas that everyone who has followed Microsoft SharePoint has considered as gaps in true ECM functionality are starting to be addressed.

  1. Records Management:  SharePoint 2010 comes completed with a revamped Records Center, that includes the ability to create taxonomy schedules and import existing schedules using CSV files.  Microsoft is calling this Managed Metadata.  More importantly there is now a Unique Document ID that is created for each content item.  This Document ID is stored in the database and follows the content item regardess of where the original content is stored or migrated to.  This will also make integrating with 3rd party Line of Business applications such as ERP, CRM or Cloud based computing platforms.  Other key features include Document Sets that allow you to create work packets/packages, Advanced Routing to determine appropriate library or folder with predefined RM metadata.  Check in / Check out, Legal Holds, Folksonomy (tags created by individual users, that can be re-used)
  2. Web Content Management:  In context editing, by implementing the Ribbon UI, familiar to Office 2007 users, authoring and editing exisitng web content is a snap.  Rich media support for photos, video and audio files has been updated with a new slice of cool SilverLight that allows web developers to skin the player to match the rest of the sites branding.  Also included are web analytics that allow site owners to monitor traffic and size of the site(s).
  3. BLOB: binary large objects, for years ECM practitioners and tenured professionals have known that storing large image files in the database is a no-no.  This architecture created real scalability problems for SharePoint 2003 & 2007.  Although it was somewhat addressed with EBS, external blob storage support in 2007.  It was still a sticking point for enterprises looking to deploy large SharePoint solutions to support 100’s of millions of content items like TIF files.  KnowledgeLake did a nice job of using EBS techniques in their software to bridge the scalability issues.  With SP 2010, RBS or Remote Blob Storage is now support at the API level.  This will allow third party storage vendors to create fully pluggable storage architectures that can be used to reduce SQL database growth, advance SP scalability and much more.
  4. Workflow:  For many who have used third party workflow engines and tools, the out of the box capabilities of earlier versions of SharePoint were lackluster.  In SharePoint 2010 you can build rules based workflow routing for individual content items and document sets based on document actions.  Most of the workflow demonstrations I saw were modeled around records management processes.  I will have to seek more information on this as the conference progresses.

I also attended KnowledgeLake: ECM on SharePoint 2010 – Features that rock!  by Chris Caplinger.  This was very well attended and I learned about some of the key Server & Scalability improvements to Indexing, Search/Query and the aforementioned EBS/RBS architecture.  Chris gave a sneek preview of the new KnowledgeLake Viewer based on SilverLight, very cool.

Shadrach White
Chief Technology Officer
ImageSource, Inc.

On Our Way to Oracle Open World

All packed and ready to go for the Oracle Open World conference–October 11-15, 2009. Stop by the ImageSource booth; we will be located in the South Hall in booth #200. Our representatives will be showcasing the latest in ECM solutions that will help you automate and streamline your business processes. We will feature Oracle IPM, UCMFujitsu scanners, and Opex. This year Oracle Open World is all about “Going Green”, and ImageSource has a way for you to see 2 shades of green–one environmental and the other, your bottom line! You won’t want to miss this chance for hands-on demonstrations and face to face meetings with our ECM Solution Specialists.   See you there!

Kim Torres
Marketing Coordinator
ImageSource, Inc.

Distributed Scanning – Sales Perspective

“This is going to be the year that document imaging really takes off.  This is the year…………. “.  The adoption of storing files with a standard naming convention on shared drives is still being forced around corporate America when the technology has been around for 20 years to securely scan, index, store, and retrieve in a single repository.  What makes us think that the concept of having scanners at every desk or even on the same physical floor is going to catch on in the 20 years?

“When it is easy enough for the CEO to scan documents from his office, we know that document imaging is mainstream. “ In the industry, we have all heard this claim of the past 20 years.  We have had visions of every organization, big or small, regardless of industry, deploying scanners and efficiently capturing paper documents at the source of receipt.  Multi-Function Devices (copiers that scan and fax) have now become mainstream where most people are comfortable in scanning a document and feel comfortable with the concept. – This is the easy part.  The reason we still fight with adoption is that traditional document capture  software that allows for the scanning  and indexing, has been difficult to understand, use AND had to be loaded on every person’s desktop that wanted to scan and index their documents.

Internet security, reduced file sizes, increased bandwidth, web services, and development of web parts have all been in development high gear.  Companies that have been focusing on these technologies and disciplines have made significant breakthroughs in the Distributed Capture / Remote Scanning marketplace.  See Kofax, Cardiff, EMC / Captiva, ImageSource / ILINX, Oracle / Captovation, ReadSoft.  Out are the complex interfaces that require understanding of terms such as batches, document classes, OCR.  In are the simple interfaces that allow for the scanning at a push of a single button, simple drop down menus, and few key strokes.  Web based scanning applications should be commonplace where the user can scan a document from anywhere, provide simple indexing functionality, start a workflow, and have the document committed to the secure repository.  The concept of “collecting” documents and taking / sending / Fed Ex’ing them to the mail room or scanning supervisor for processing is now not necessary / antiquated / a big waste of time.  The technology is here and now.

Distributed Capture solutions should be thin client, scalable, not linked to a page count, able to support multiple ECM systems, and require little to no training.   This shouldn’t be too much to ask.

How long is it going to take to get the message out to the masses?  Will this be the year of distributed capture?  Comments and feedback welcome.

Jeff Blissett
Senior Account Executive
ImageSource, Inc.

 

Is ECM for Me?

Is ECM for me? This is the question each organization needs to ask themselves before implementing a Enterprise Content Management solution. I came across an interesting post by Ian Llado of Optical Image Technology titled “Six Considerations in Choosing an Enterprise Content Management (ECM) Solution for your Legal Practice” that addressed this. His descriptions were more specific to legal offices and legal documents, but they can really be applied to any organization. Below are a few ideas he presented, as well as a few of my own.

1. Ease of the System
The easier, the better. Customers are going to want something that is easy to use. If employees have to learn a whole new process and new technology, it better be as simple as possible. Change in an organization can be very stressful and difficult for some employees, especially if the new technology is complicated. It’s good to provide customers with a solutions that is simple, as well as offer training and instruction about the system they are receiving.

2. Leveraging Existing Software
In today’s economy, everyone is looking for ways to cut back where they can. Many companies already have some technology in place, they just don’t know how to use it. Or, if they have multiple technologies, they don’t know how to use them together. This is where hiring an ECM integrator can be very valuable. It’s good to hire an integrator who is knowledgeable in many different technologies so that if you have Microsoft, Oracle and Kofaxproducts, the integrator will be able to help you decide how best to utilize each of those, as well as how to use them together. In many cases, there is no need for a complete ECM makeover. Many companies already have the necessary technology in place.

3. Functionality
The amount of functionality customers need will vary depending on their needs and situation. Some of the examples Llado presented were indexing and retrieval, workflow, Web-based systems, scalability, and retention and destruction schedules. All of these are important and can be applied. It really just depends what companies are looking for in an ECM solution.

5. Training
ECM training is one of the most crucial components of implementing an Enterprise Content Management solution. Choosing a vendor that offers extensive training of your new system is always valuable. Some vendors will even train customers at their own sites.

6. Customer Needs
You as a customer need to evaluate what your company’s needs are. The more precise you can be, the better. If you can tell the vendor exactly what your company is looking for, they will be able to give you a more specific solution that can satisfy your needs. Llado discusses security as one of the things to consider, but again, it’s all based on customer needs.

7. The Bottom Line
The whole idea behind implementing an ECM system is to streamline your business processes and make everything much easier and compliant. Other benefits could be saved staff time, reduction in employees, etc. However, may companies measure success through their return on investment (ROI). The faster you can see a return, the better.

If you’re still having trouble deciding if Enterprise Content Management is for you, attending an ECM conference can sometimes be very valuable. NEXUS ’09 will be offering a breakout session titled “What You Need to Evaluate Before Installing an ECM System.” To register for this event or to get more information about NEXUS ’09, visit www.NexusECM.com.

Kristina Parma
Corporate Communications Manager
ImageSource, Inc.

 

 

Build vs. Buy

Over the course of my last 12 years in the Enterprise Content Management space, I have seen many progressions and changes.  When the industry was in its infancy stages, we relied on specialized PCI cards to drive the scanners at rated speeds, high resolution graphics cards to display clear images on a monitor, and every system installation needed holy water sprinkled on it to ensure that there weren’t any compatibility issues or conflicts with the operating system.  There were hundreds of software vendors that claimed to be the premier document imaging / document management / scanning / (whatever new term that AIIM came out with) system.  Systems were sold, installed, and many failed.  We have seen progressions where the hundreds of vendors have consolidated to a few leaders that are recognized as true ECM platforms.  We have seen Microsoft enter the market with SharePoint which has driven the need for a new wave of products and services to bridge the gaps in its functionality.  Along with these progressions and changes with the vendors, we have also seen how internal IT departments look at ECM.

In the beginning, there was many components, many moving parts, and technology that the IT staff wasn’t readily familiar with.  As the first and second generation systems were installed, the product sets matured where the IT staff technology professionals could be trained in a platform that was sustainable.  As this progressed software vendors could switch their focus from making the systems work in a rudimentary sense, and switch the focus to the development of features and functionality that led credence to aspects such as compliance, accountability, governance, and security.  The successful Tier 1 vendors (see Gartner report for leaders) now have scalable products that address all aspects of ECM – document imaging / document management / web content management / forms management / records management / workflow – Business Process Management.  With this, training is now readily available to equip any IT staff with the tools and resources to maintain and build upon systems where compliance, accountability, governance, and security are all part of the core.  Knowledge and education are now key determinants for success.

With this knowledge and education comes empowerment to the IT staff.  In the industry today, I am seeing an increasing number of corporate IT staffs choosing to forego their existing systems and internally build components that allow them to store, retrieve, maintain, and manage scanned images and data.   I understand that there are many talented programmers and systems architects in the workplace that are capable of building database management functionality and that can build user interfaces that allow for searching file structures.  What I don’t totally understand is the value to organizations when a top resource is consumed in developing a product / system and maintaining and supporting the product / system.  It has taken Oracle Stellent, IBM FileNET, EMC Documentum, OpenText (to name a few) each over 15 years to come up with a product offering that is stable and that meets 85% of most organization needs without customization.  Why reinvent the wheel when there are cost effective, proven solutions that can automate business processes that will show efficiencies and pay for themselves over time?  There are many technology focused companies that have invested multi-millions of dollars, and many years  in developing methodology and products.   I don’t know how an organization that is focused on their specific expertise – retail, manufacturing, healthcare, banking, can morph into a software development / systems delivery organization.

Build vs. Buy – no correct answer, but definitely worth discussing.

Feedback welcome.

Jeff Blissett
Senior Account Executive
ImageSource, Inc.
www.imagesourceinc.com

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