ImageSource 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.
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.
Looking to migrate documents out of an older version of Oracle?
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.
Chief Solutions Officer
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.
Creative Director, ImageSource
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.
City of Kennewick
- Workflows for Agenda & Payroll
- 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
- 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
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.
- Click on this link: https://mix.oracle.com/
- Register as an Oracle Mix member
- Go to the right side of the screen and link on “Suggest A Session 2010”
- Sort by title
- You must vote for at least three sessions for your vote to count. Please vote for the above three presentations.
Capture Information, Index Metadata, Route Workflow, Approve Transactions, Archive Images, Manage Records, Retrieve Images and associated transactional information. How do you Integrate all these functions in one simple, cost effective way?
In today’s challenging economy every organization is looking for ways to maximize each dollar spent in every project, department and process. If you are investigating ways to stretch your budget and reduce the overall costs associated with your ECM platform, Support, Training and Integration efforts then…..
Look no further!
Visit our case study list to review a small portion of the Customer Partners we have worked with to build ‘first in class’ ECM solutions. If you are an existing ImageSource customer contact us to schedule a complimentary ECM Cost Savings Analysis. We are confident we can help you identify ways to reduce the ongoing annual cost associated with your ECM platform. If you haven’t worked with us we would welcome the opportunity to compete for your business.
Chief Technology Officer