As Easy as One, Two, Capture

Enterprise. Content. Management (ECM)— “Enterprise content what… Enterprise rental cars?”

People who are not in the ECM/ technology industry are most likely unfamiliar with this three- word term. Just watch our hilarious Street Smarts Video to hear the various answers. This is a phrase that can sound a little intimidating and jarring. I, myself am new to this industry, and I’m not going to lie—right before working at ImageSource I was intimidated. Prior to my start date, I had repetitive thoughts running through my head, “How am I going to learn and master the Enterprise Content Management industry?” But luckily when I began working at ImageSource these thoughts soon disappeared.

Don’t be fooled by the ECM term, a broad description will make understanding this industry possible. ImageSource is a full service Enterprise Content Management solutions provider and integrator. This means we offer services and infrastructure using paperless technology. Everyone has tons of papers, documents and files. This can range from a small doctor’s office that needs to keep track and organize their patient’s health charts, medical history, insurance, etc. to a larger scale such as an entire city in California: organizing, processing and recording thousands of papers a day. ECM comes in by capturing (such as scanning), organizing and storing all these papers which can be easily retrieved even from a remote location.

Real Life Snippet:
Just yesterday I went to the car dealership to pick up our company car after getting it serviced. Like any other business, you receive services, pay for the services, and then get a receipt.  Upon receiving the receipt my first thought was, “I need to make a copy so I have one for my expense report and so that our accountants have a copy as well.” BUT this is where ImageSource comes in. ImageSource offers a product called ILINX®. And keeping up with the times, we have a smart phone app called ILINX® Capture Mobile. All I had to do was grab my iPhone, open up the app, and capture the receipt by taking a picture. I then typed in some data to index the receipt such as the date, location, and name of the company. The image then converted to a pdf and was immediately e-mailed to my own address. Now when I send in my expense report, I have the receipt ready to go.

My brief personal experience shows that we can even hone down to the individual such as you or me to explore the benefits of ECM and its services– all of which makes our daily lives a bit easier.

Tracy Lim
Communications Manager
ImageSource, Inc.

Anyone Else Hate Carrying a Wallet Full of Receipts?!

We live in a fast-paced world. This is a time when we want information instantly, at the click of a button, on the tips of our fingers. We want information about the economy, the latest news updates, what our friends are doing Friday night, etc.

On any given day, I can open up my Internet browser and check out Google News, then head over to the New York Times and CNN to get my fix for what’s going on in our country and the world. Then I pop open Twitter to get the latest happening in the Enterprise Content Management and Document Imaging world, and to get a good laugh from some crazy tweeps I follow. I’ll open up articles and pictures and see what’s been happening for the last few hours. Jump over to Facebook and I can see what my friends did last night, check out new pictures, see who’s gotten married, broken up, or who’s in a “complicated” relationship. I can see which of my friends once again posted too much information or put up sayings or quotes that make you smile.

The cool thing about all this is that I can also do it from my smart phone. It doesn’t matter if I’m sitting at my desk, riding in a car, waiting for an airplane or lying in a hammock. I can take this information with me everywhere I go.

Moving off topic for just a second; I’m a compulsive receipt-keeper. I keep every receipt I get, and I’m super crazy about it. I like to keep track of purchases, see which pair of shoes my paycheck may have gone to, or see how much I spent on groceries. In my work life, I keep receipts to show our Accounting Department that I’m not spending company money on weekend getaways or skinny jeans.

However, up until recently, this was a task that I could only take care of at my desk. That’s where my scanner is and where my documents are saved. I would have to save up all my receipts from various trips and then wait to scan them in at the office.

Enter ILINX® Capture Mobile! ILINX Capture Mobile is an app that allows you to capture information anywhere. Traditional capture software requires a desktop installation. But now, I can simply grab my phone and capture the documents I need.

For example, say I’m at a customer dinner and picked up the tab. Now, instead of having to be sure I bring that receipt back to capture at my desk, I can open up ILINX Capture Mobile and capture that receipt after I’ve signed. It converts the image to a PDF, and I can give it
some index values. I can then email it to myself to refer back come expense report time.

So if you’re anything like me and hate carrying around a handful of receipts, I would definitely recommend getting ILINX Capture Mobile. It’s available through the App Store and even better, it’s free! It’s simple, easy to use, and will alleviate the pain our wallets feel from bulging at the seams from being overstuffed with receipts. But more importantly, it allows us to capture that critical information, index it, and send it back to ourselves for later use, all at, well, the click of a button.

Kristina Parma
Communications Manager
ImageSource, Inc.

 

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