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CAS SEMINAR ON EMERGING TECHNOLOGIES

CAS SEMINAR ON EMERGING TECHNOLOGIES. Miami Beach, Florida April 23, 1998. IMAGING AND DOCUMENT MANAGEMENT. An Imaging Case Study: Issues & Answers. Presented by Baron Gemmer. Innovative Corporate Solutions, Inc. 175 Stafford Ave, Suite One Wayne, PA 19087 (610) 688-0484.

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CAS SEMINAR ON EMERGING TECHNOLOGIES

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  1. CAS SEMINAR ON EMERGING TECHNOLOGIES Miami Beach, Florida April 23, 1998

  2. IMAGING AND DOCUMENT MANAGEMENT An Imaging Case Study: Issues & Answers Presented by Baron Gemmer Innovative Corporate Solutions, Inc. 175 Stafford Ave, Suite One Wayne, PA 19087 (610) 688-0484

  3. IMAGING ISSUES & ANSWERS • Company Background • System Information • Issues • Benefits • Futures

  4. IMAGING ISSUES & ANSWERS • Company Background • System Information • Issues • Benefits • Futures

  5. Company Background • Property & Casualty Insurance Company • Home Office in Blue Bell, PA • Primarily service Mid-Atlantic Region • Approx. 900 Employees • 16,000 Policies / 76,000 Claims annually The PMA Group Policy

  6. IMAGING ISSUES & ANSWERS • Company Background • System Information • Issues • Benefits • Futures

  7. System Information • Platform • Mainframe-based: CICS, DB2, COBOL II • Parts of IBM ImagePlus for MVS • DOS, OS/2, & Windows 3.1 / 95 PC’s • Dual monitor and single monitor workstations

  8. System Information • Scope • Departments: Claims, Underwriting, Risk Control, A/R, A/P ... • Workstations • 1000 total in all locations • 70 scanner and 70 printers • Daily Activity • 10,000 documents input (25,000 pp = 1Gb) • 500,000 mainframe transactions

  9. System Information • Storage • 170 Gb on DASD (around 9 months) • 920 Gb in 7 optical jukeboxes (10.6 million documents) • Contents: Files DocsPages Claims - 513,000 9.1M 22.0M Policies - 187,000 2.6M 7.9M Overall - 759,000 12.4M 33.1M

  10. IMAGING ISSUES & ANSWERS • Company Background • System Information • Issues • Startup Phase • Production Mode • Benefits • Futures

  11. Issues: Startup Phase • System Type • Departmental/Enterprise-wide • Active (workflows, heads-down processing) vs. Archival • Application-specific, integrated, generic • Hardware platform

  12. Issues: Startup Phase • Implementation • Vendor vs. In-house (hardware, software, integrator) • Pilot project • Re-engineer/Automate current process • Backload/Go forward

  13. Issues: Startup Phase • Obstacles • Justification • Image-paper boundaries • Mixed image/paper environment • Resistance from users

  14. Issues: Production Mode • System • Downtime/Response time/Availability • Workstation installation/communications • Security (Who/What/How) • Backup and recovery • Line-of-business integration • Bells & Whistles

  15. Issues: Production Mode • Physical Files • Document retention/shredding • Retained items • Backloading: new business/old files • Printing: outside requirements • People • Personnel • Resistance - printing, favoring paper files

  16. IMAGING ISSUES & ANSWERS • Company Background • System Information • Issues • Benefits (Answers) • $$$ • Productivity • Customer Service • Re-engineering • Futures

  17. Benefits: $$$ • Records Storage: Purging/Rental • File Room Space • Supplies • Reduced Travel Costs (e.g. audits) • Personnel??

  18. Benefits: Productivity • No lost files/out of files • No filing: mail or returned files • Improved file views • Decreased callbacks • Timely backlog monitoring • Easier standards enforcement • Reduced tasks (through integration)

  19. Benefits: Customer Service • Better File Handling • Files seen more often • Documentation done immediately • More efficient/faster than paper • Improved File Documentation • Legible • More frequent, complete, and detailed • Marketing Point • Customer/Broker access to files

  20. Benefits: Re-engineering • Geographic (user) independence • Employees not ‘bound’ to office • Customer site • Home • On the road (fax) • ‘Centralized’ Processes • Leverage supervision • Enforce standards/performance • Consolidate part-time functions

  21. Benefits: Re-engineering • Physical (file/document) independence • Simultaneous viewing of files • Home Office, supervisor, technical staff, clerk, legal, customer • Consolidated and instantaneous updates • Efficient partnering relationships

  22. IMAGING ISSUES & ANSWERS • Company Background • System Information • Issues • Benefits • Futures

  23. Futures • Strengthen system integration • Supplement reporting capabilities • Expand “document” types • Increase file portability • Allow internet access

  24. IMAGING ISSUES & ANSWERS Thank you! Questions or Comments?

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