How to build ECM on Microsoft platform

1. How to build ECM on Microsoft platform Rastislav HlavacSales Director

2. Introduction of GRADIENT Slovakia • Microsoft Gold Cerified Partner, one of the TOP ISV and Information Worker Partners in CEE Key areas • Document and data capture – scanning, OCR/ICR • Document Management Systems • Business Process Management • Record Management • Microsoft Dynamics CRM • Microsoft Office Sharepoint Server portal solutions

3. References in banking

4. Reference projects CSOB poisťovňa, KBC Group Česká poisťovňa Slovensko Komunálna poisťovňa Prvá Česko-Slovenská poisťovňa Kooperatíva Wustenrotpoisťovňa EZP, a.s. Ministerstvo práce, sociálnych vecí a rodiny SR Národná rada SR Slovenská konsolidačná, a.s. Ústav pamäti národa Dopravný podnik mesta Bratislavy DHL Logistics GEFCO Nevitel Orange

5. Reference projects LANEX, Zahreb, Croatia SIELDA, Milano, Italy SERTAS, Turkey International Data Processing, Listowel, Ireland ČSA Czech Airlines, Prague, Czech Republic ČSSZ, Prague, Czech Republic ALLIANZ, Prague, Czech Republic Raiffeisen Bank, Prague, Czech Republic ČSOB CZ Volksbank International – CZ, RO 1 Univerzita v ČR

6. Enterprise content management Key areas • Portals • Document centric collaboration • Web content management • Document imaging and data capture • Document and Record Management • Business Process Management

7. ECM Architectureon microsoft platform

8. Architecture overview of ECM

9. ECM – document imaging and data capture on Microsoft platform

10. Description of client`s documentation processing • Centralized / Decentralized scanning • Centralized recognition, correction/verification, export and archiving

11. GRADIENT Capture Suite modules • GScan • GBatchManager • GRecognition Station • GVerification Station

12. Fujitsu scanners • fi-6230/6240

13. GScan • Easy user interface localized in local languages • Batch scanning • Auto Rotation, No Rescan, Auto Color, Auto deleteblankpages • Low traffic through bank network (SPO – 15kB, MPO – 30kB) • possibility to update installed version automatically by remote • central settings of batches with higher priority • support VRS

14. GBatchManager • Download images from branches • Monitoring of the processing • Transfer batches to GRecognitionStation and GVerificationStation • Export images and data to GArchive and BIS

15. GRecognitionStation • recognition Cyrillic characters • Field level character recognition security • Load balancing and fail over • Flexi Layout – non-structured forms Recognition of different type of information:

16. GVerificationStation • Easy user interface • Extremely fast character level based correction • All necessary validation controls included • Validation parameters could be changed by bank itself

17. Signature verification against bank SignDB

18. Duplicity visual control

19. Statistics from the processing

20. Controlled access – high security

21. ECM – document and record management on Microsoft platform

22. GArchive • enterprise document and record management system • fast searching of the documents through web interface • advanced security with integrated windows authentication

23. GArchive – logical architecture

24. GArchive – Fail-Over and Load balancing

25. GArchive – integrated document viewer • Formats • Images (tiff, jpg, gif) • Text formats (txt, html,...) • MS Office aplications (MS Word, MS Excel, PowerPoint,...) • PDF (Adobe Acrobat Reader)

26. GArchive – document search • Document search • Profile indexes (metadata) • Fulltext search • Quick Search • Personalized search • Advance Search • Dynamic folders • Private • Shared • Document versioning • History of the accessto documents

27. GArchive – access rights • Access rights to documents • default • individual • Access rights to profiles • Access rights to folders

28. GArchive Management Studio

29. PayScanAutomated processing of payment documents

30. Why PayScan? • Basic target – to move from the hand typing of the information from the paper Payment order forms to automated data collection – hand typing substitution

31. An example of a structured forms optimized for ICR • Domestic multiply payment order Domestic single payment order

32. Example of a non standard Payment form • Payment forms printed from ERP software (SMB)

33. CREDITScan

34. GRADIENT Capture Suite – re-using investments • Scanning and electronic archiving of credit, mortgage documentation • complete client credit, mortgage documentation scanned in a very short time (the speed of scanning cca 30 p/min.) at a bank branch • available immediately to a particular approval person at the central office • Enables faster approval of a credit and gives guarantees its faster approval to a client • Competitive bank advantage

36. GScan • Automated/Manual indexing • Integration with BIS for customer data/product data/etc. • Validation of index data

37. Integration with FES

39. GArchive and SharePoint Integration

41. GRADIENT Capture Suite – re-using investments • Scanning, recognition and electronic archiving of economic documents (invoices, orders, contracts, delivery notes, etc.) • Scanning, recognition and electronic archiving of tax forms • Execution documents processing

42. Business Process Management – K2

43. K2 in magic quadrant • K2 Blackpearl is built 100% on the Windows Workflow Foundation framework and delivers deep integration with Microsoft Office SharePoint Server (MOSS) • This company understands the Microsoft developer mentality and priorities. K2 Blackpearl's authoring environments keep things easy (such as Smartobjects for integrating and reusing external data and Visio drawing migration); they are role-based and graphical. • The Sourcecode (K2) ecosystem of more than 200 partners and 6,000 K2 Underground members provide a significant community of K2 Blackpearl expertise and knowledge sharing. • Blackpearl comes with many process pattern templates for coordinating popular workflows across Microsoft Office, SharePoint, Infopath, SQL Server, Microsoft Communication Server, Microsoft Exchange Server, SAP and Microsoft CRM.

45. HL Analysis High Level Analysis (feasibility study + consulting) • Worshops with bank departments • HR • Operations • Risk management • Retail • Methodology • Secretary of Board • Business process identification • High level process schema and description • Roadmap preparation

46. QuickKill QuickKill • Retailbusinessstartsupport • Building a CentralProcessing Center in PiBHQ • Scanning of documentation to new Retail products • Verification/content control • Central processing • Electronic Archive

47. QuickKillEndState QuickKillEndState • EnhancingtheQuickKillsolution by • Application Form automatic recognition • Integrationwiththird party systems • CRM • CAS (Customer Acquisition Module) • WebLogicmiddleware • Building regionalprocessingcenters • plannedin 2012 – 54 branches in 5 regionalcenters

48. DPS3 Business ProcessAutomation • In cooperation withBMS consulting • Enhancingtheelectronicarchive by connectingfurtherdepartments and theirdocumentstoragerequirements • Customer (physical and legal person) documentation • Secretary of Board • Legal department • Processautomation – Arrest process – based on K2 blackpearl • K2 infrastructure building • Integration with GArchive

49. K2 – GArchive integration - tasklist

50. K2 – GArchive integration – task view