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Building a Strong Foundation for Your KTM Project: A Comprehensive Guide

In this detailed guide, David Wright, Solution Enablement Specialist, outlines the essential steps to successfully scope and build your KTM project. From understanding customer requirements and defining goals to conducting thorough document analysis and field workshops, learn how to engage all stakeholders and maximize productivity. Essential training on handling large datasets, configuration of systems, and user interface design ensure your project is set for success from day one. This comprehensive approach promises a valuable ROI driven by increased productivity.

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Building a Strong Foundation for Your KTM Project: A Comprehensive Guide

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  1. Project Scoping – Building a Proper Foundation for Your KTM Project David Wright Solution Enablement Specialist

  2. Plan well • Customer requirements • Vision, goals • Needs and pain • The goal of every KTM project is productivity • Document Analysis Workshop • Process walk through . Before and After. • KTM with paper and pen • Field Analysis Workshop • Argue the case of every field • Process Ready™ Data • All stakeholders involved • Get all data.

  3. Training • A KTM project needs training. You cannot train it on 5 or 10 to even 50 documents. It needs training on hundreds or thousands. • Get your images, get your golden data, get your classification data.

  4. Milestones and Deliverables • Promise no accuracy values – they are meaningless. • Promise only increased productivity – that is valuable ROI.

  5. Building your project • Build your Class Tree • Add Fields • Add Formatters • Add Validation Rules • Add Databases • Design validation form • Connect databases to validation forms • Write minimal locators to generate some values • TEDIOUSLY hand validate hundreds of documents perfectly • Save your golden files • Run your benchmark and set a baseline

  6. Follow the guidance of your benchmark • Fix the false positives • Reduce false negatives • Minimize true negatives • ALWAYS make decisions based on productivity • Configure locators to gain % of documents, not just to fix 1 or 2.

  7. Build a Wonderful User interface • Your people will be staring at the screen all day – make sure that they love it!

  8. Deliver a great project on Day 1

  9. Thank you David WrightSolution Enablement Specialist

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