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Daniel Schmidt Product Marketing Manager Dean Misenhimer Sr. Director, Product Marketing

Using Kofax Web Capture at the Point of Origination TM. Daniel Schmidt Product Marketing Manager Dean Misenhimer Sr. Director, Product Marketing. Session Agenda. Overview of Point of Origination TM Kofax Web Capture Demo Use Cases. Point of Origination™.

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Daniel Schmidt Product Marketing Manager Dean Misenhimer Sr. Director, Product Marketing

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  1. Using Kofax Web Capture at the Point of OriginationTM Daniel SchmidtProduct Marketing Manager Dean Misenhimer Sr. Director, Product Marketing

  2. Session Agenda • Overview of Point of OriginationTM • Kofax Web Capture • Demo • Use Cases

  3. Point of Origination™ Capture at the point of origination captures content as early in the process as possible Web Portal Tablet Mobile The Enterprise MFP

  4. Why Point of Origination UI Complexity Back-Office Distributed Point of Origination Front-Office & Web Mobile 1 min 1 hour 1 Day 1 Week

  5. Point of Origination Solution Line of Business Systems

  6. Overview of Kofax Web Capture Kofax Web Capture (KWC) • … is a comprehensive toolkit that scans and image enables any web application or business portal, and tightly integrates the solution with Kofax Capture and Kofax Transformation Modules • … extends the capture of documents and content to enterprise solutions beyond firewalls to customer facing portals

  7. Sample User Experience (Financial Services) Bank Scan Zoom Annotation Document Thumbnails

  8. Example Scenario Without Kofax Web Capture • Insurance: Accident; Claims Process Dean MisenhimerInsurance Clerk Daniel SchmidtCustomer

  9. Example Scenario Without Web Capture DAY1 Accident report, Police report, Vehicle registration, ... Branch Office DAY2 Branch Office Missing document DAY3 Repair estimate Branch Office

  10. Example Scenario With Kofax Web Capture Same scenario with Kofax Web Capture (Demo)

  11. Financial Services Mortgage Processing • Customer scans signed application form and supporting documentation • Notified by email to scan additional documentation Credit Card Dispute Resolution • Customer scans original credit card receipt Remote Deposit • Customer scans check to deposit funds

  12. Insurance Auto insurance • Customer scans copies of supporting application documentation • US: • School grades • Educational accreditation • EMEA: • Registration certificate • Driver license Property insurance • Customer scans photos of damage • Customer scan photos and or receipts of missing items (redacting confidential information)

  13. Government Citizen’s benefit • Enrollment • Claims • Periodic reporting Child support • Overdue payments • Legal documents Permits & licensing • Applications • Renewal

  14. Healthcare • Medical doctors and pharmacists review and process faxed drug requests from point of sale in a web-based user interface • Scan and re-scan notes to charts in existing EHR System • View and Annotate DICOM Images in a Silverlight EHR application • View DICOM, PDF, and scanned documents in a web-based patient portal

  15. Latest News • Kofax Web Capture 10.3 (available since January 2013) • What‘s New: • Enhanced Kofax Capture integration • Index Field GUI Building, Field Gathering and Transmission • Integration with Kofax Licensing mechanisms • SharePoint Integration • Retrieve fields from SharePoint and provide this information to the user to enter metadata • Mobile Browser viewing and annotation support in iOS and Android

  16. Questions from the Audience?

  17. Thank you For further information, please contact: Daniel Schmidt Product Marketing Manager Email: daniel.schmidt@kofax.com

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