Transactional Content Management – a catalyst for business process improvement

Despite the massive amounts of investments made in information technology there is still a need for businesses and organizations to continually ask the following questions on four main strategic business drivers:

  1. Reduce Costs: How can we complete “X” process in less time and with less cost and less labor?
  2. Increase Revenue: What can be done to improve the customer experience while shortening the sales cycle and improving our gross margins?
  3. Risk & Compliance: What must be in place in order to prevent unauthorized access and/or actions to our systems and data? What ability do we have to audit and report on the activities within the system?
  4. Competitive Advantage: What can be done to give our customers a “WOW” experience? What can be done to reduce the time from sales order-to-cash to improve self-funding our growth?

The strategic business drivers listed above when reduced down to their basic elements often translate into some type of process that is driven by documents and data. There are many systems that help affect this change like Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM); however, they can often times fall short because they are great at processing data, they just aren’t equipped to deal with documents like an Enterprise Content Management (ECM) system.

What is Enterprise Content Management or ECM? The Association for Information and Image Management (AIIM) Continue reading

ImageSource customers are evaluating the Panasonic scanner: KV-S1065C

Panasonic scanner: KV-S1065C

Why my customers choose the Panasonic KV-S1065C:

1. One of my healthcare customers had a requirement for scanning medical cards.   This scanner is specifically designed to work with many different sized identification cards. They also love that the scanner software allows you to view both sides of the card on one image.  This is a great feature in the medical field. Another great feature is the long paper scanning option for scanning unusually long patient records.

2. Many customers in any industry enjoy utilizing the Kofax VRS software to autocorrect their scanned images. This cuts down time on the end-user manually correcting these images. Productivity is increased substantially.

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The Top 5 Mistaken Beliefs About Content Management

Gain control of unstructured content

Your company may or may not have a strategy for managing content, the unstructured information streaming in and out of all areas of your organization on a daily basis. It’s likely you at least have a partial strategy where one or more of your departments is capturing and storing some type of unstructured information for later retrieval.

In a world where the use of digital channels is enabling companies to synthesize large amounts of information in seconds, organizations are making it a top priority to gain control of that rogue 80%, which is the approximate amount of unstructured information slipping through the cracks. This information is not easily accessible because it is scattered and isolated in departmental or personal file systems. This is the information you should be arming your employees with so they can do their jobs.

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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

The Next Killer App for ECM

Enterprise Content Management for the most part has become mainstream business.  The ability to scan documents from remote locations has been made increasingly easier by applications such as ILINX Capture and other web based scanning applications.  Indexing documents has been simplified with ODBC compliance and the maturity of systems integrators capabilities of integrating with ERP table structures.  System standards have allowed for ECM repositories to interface with ERP sessions where the users can work heads down in their legacy application and retrieve / view images from their desktop with little to no knowledge of the ECM application – see ILINX Integrate.

Accounts Payable has been the traditional starting point for most organizations in testing the waters for document imaging because it has a definable process, set business rules, and shows a reasonable ROI depending on the number of received images, discrepancies, and time it takes knowledge workers to process invoices.  Other repeatable processes include Contracts, Sales Order Processing, Legal, Shipping / Receiving, and HR Personnel Files.

What will be the next Killer App?  In the past 2 years we at ImageSource have seen a great deal of consideration in HR on-Boarding process.   Understandably, it costs a lot of money to bring in new employees and involves a great deal of resources.  From the application process, to the processing of I-9 information, setting up payroll and direct deposit, insurance, issuance of equipment (laptop, cell phone, scanner) it is no slight undertaking.  Standard ECM solutions as well as products from Autonomy (see Liquid Office), this process can become automated and affordable for most organizations.

From there, where do we go?  With the adoption of smart phones, almost everyone has a camera in their pocket at all times.  This can allow for the capturing of data – snapshot of a document, whiteboard drawing, and presentations can be captured immediately and then fed into the indexing process for ECM.  This expands the reach of content capture and protects the loss of important information.  Technical architecture is now compatible and flexible to allow for almost anything.  Nexus 2010 will provide some great ideas and visions for upcoming solutions.

What is next?  Feedback is welcome.

Jeff Blissett

Senior Account Executive

ImageSource, Inc.

jeffb@imagesourceinc.com

Character versus Reputation!

I was reading a professional colleague’s blog before New Year’s Eve and was surprised at a quote that highlighted the difference between “Character versus Reputation”.  Matt Younquist – Career Horizons recited a quote from Coach John Wooden which said;

“Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.”

Working at a company (ImageSource Inc.) whose expertise is providing full-service Enterprise Content Management integration, the concept of Character versus Reputation is enacted every single day.  ImageSource provides infrastructure and services that streamline information processes using advanced paperless technologies.  Our goal is to help customers leverage their information assets through document imaging, distributed capture, workflow and integration with existing business software systems.  Our comprehensive approach, including analysis, training and support, will advance efficiencies, security, compliance and competition through your entire organization.

We work side by side with our customers to incorporate change within an organization and the many challenges that come hand in hand with this process.  Often when ImageSource is being considered for a project, our reputation precedes our presentation based on existing customer referrals and the large list of successful project implementations.  However, the true character of a company, its culture and people shines or fizzles when unexpected challenges arise throughout the life of the customer/vendor relationship.  ImageSource has proven that character is more important than reputation (even though they are inexplicably linked), and the proof shines via our customer loyalty, our expertise and continued success.

Another quote comes to mind from Coach John Wooden; “Success is peace of mind which is a direct result of self-satisfaction in knowing you made the effort to do the best of which you are capable.” I believe each person at ImageSource strives to achieve this every day and that our customers return the favor.

Check out Coach John Wooden’s “Pyramid of Success” model – it is something to aspire towards as a company and as an individual. May your New Year be as successful as ours will be and have fun considering whether character or reputation is more important!

Megan Lane
Inside Sales
ImageSource Inc.
Phone 360.943.9273
iPhone 360.481.5946
www.imagesourceinc.com