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Kofax Platform Markitecture

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					Improved Constituent
    Communications
          with Kofax

            9:30 AM February 12, 2009

  Tom Simmons – Sr. Account Executive
       Mike Nowaczyk – Sales Engineer
Today’s Agenda

• Introductions
• Kofax’s Partnership with Miami Dade County
   • Leverage existing investments and knowledge
   • Lower cost of ownership
• Kofax Solution for Correspondence Management
  • Utilize existing office equipment
  • Simple to use – office staff up and running in hours
• Self-Funding Value Proposition with Kofax Front-
 Office Server (KFS) solution
World’s Largest Information Capture Vendor

                     Successful
                      •   The market leader in information capture
                      •   20+ years in business
                      •   Publicly traded – London Exchange (KFX)
                      •   $398 million annual revenue FY09
                      •   276% revenue growth over 10 years
                      •   23,000+ customers
                      •   Thousands of integrations with ERP, ECM,
                          workflow, line-of-business, etc.
                      •   $80 million in cash, no debt
                     Focused
                      • 16-18% annual software rev. goes into R&D
                     Global
                      • 1200 employees in 36 countries
                      • 70 worldwide distributors
                      • IKON, RICOH, HP, Lexmark, & IBM Deliver
                          Kofax into MDC today
Overview of Kofax Capture Suite


    Notification                   Kofax Communication Server              Data Validation


                                         Kofax Capture


                    Capture                Transform             Deliver
                    Front-Office             Intelligent     Release to Multiple
                    Back-Office             Classification       Back-Ends



                      Kofax                   Kofax           Integrations
                   Front-Office           Transformation     with hundreds
                     Server                  Modules           of systems



                               Kofax Markview Financial Suite


     Tracking and Alerting                Kofax Monitor                    Auto Resolution
KFS Slides to follow


   • Slide showing Flow from office to central (call it ETSD)
   • Show Front Panel Integation Slide that has bubble notes
   explaining the buttons (only a couple of them).
   • Web Client diagram with bubble notes explaining what
   we’re going to see
   • Summary of solution




Page 4      Kofax Platform Markitecture
Kofax Front-Office Server
Front-Office Business Processes

                             Mail




                    Problems
                   • Speed
                   • Cost
                   • Compliance
                   • Security           ETSD



Commissioner’s
    Office

                                    Slide 6
How long does it take?

                              Mail
           Filing
           1 Day


                  Shipping
                    2 Days
                                          ETSD
                         Scanning
                                     5 – 7 Days per
Commissioner's           2 - 4 Day
    Office                           Letter at best!

                                      Slide 7
How much does it cost (per Branch, per Year)?

                               Mail
             Filing
             $13K-
             $52K

                  Shipping
                      $10K
                                             ETSD
                       Scanning
                                       $24K-$36K per
                             $1K
  Field Office                            Branch!

                                         Slide 8
What are the Compliance and Security Problems?




Slide 9
Cut the cost, time, compliance & security issues!

                               Mail




                      Solved!
                    • Speed
                    • Cost
                    • Compliance
                    • Security                 ETSD


                                   Suite
   Field Office

                                           Slide 10
Why is this important for Miami-Dade County?


           Where is
              my
           request?


                        I don’t
                        know!

                                     ETSD / File Storage




  Field Office

                                         Slide 11
With Kofax – No Lost or Misplaced Documents

                 Where is
                    my
                 request?
                             It is right
                             here and
                             Mary sent
                            my signed
                            copy 3/8/10
                                                 ETSD


                                     Suite
  Field Office

                                             Slide 12
Kofax Portfolio – Basic Front-Office Capture

• Scan document to Record System (ECM at ETSD)
• Scan document to Archive for processing
• Send document to email, fax, folder (collaboration)




        Email   New Account




         Fax      Folder




                                               Slide 13
Kofax Front-Office Capture Solution

             Complaint
               Letter
                                                  Extend the Back Office
                             Official               to the Front Office
                          Documents




                                                      CRM       Workflow

                                                        Business Systems
   Miami Beach                                      •Kofax Capture •ERP
                                                  ECM     Back Office eMail
      Office                              Suite     •Workflow        •CRM
                                                    •ECM             •LOB
                         Invitation for
                          appearance
                                                       ERP       LOB
           Fax of
           Lawsuit




Slide 14
Make this a simple process – with less work needed!

           Letter Request




                                    Barcodes                  OCR
      Front Office
                            Suite

                                               ETSD – Based

             Notice



                                      ICR                     OMR




Slide 15
Advanced Document Transformation (with KTM add-on)

                                                                           Automatic Document
                             Intelligent Classification
    New Accounts                                                               Separation




                           • Classify based on content            • Automatically identify where
                           • Learn by example                       document begins/ends
                           • Built-in QA stats, testing           • Eliminate separator sheets
  Front Office
                   Suite
                                                      Automatic Data
                                                          Extraction



     Claims




                                             • Learn by example
                                             • Knowledge-bases available
                                                to improve performance


                                                                Slide 16
PDF Output

           New Accounts




      Front Office
                          Suite

                                  Convert Images to
                                    PDF Format
            Claims




Slide 17
Deliver to Other Systems

                  official
                  records




                                      Deliver to 100+ ECM,
                                     Workflow, LOB Systems
           Front Office
                             Suite




           correspondence

                                     Deliver to E-mail, Fax or
                                         Network Folders




Slide 18
Why Kofax?

           Reduce Processing Time             Lower Processing Costs




     • Days to minutes                   • Reduce storage and filing costs
     • Enhance constituent service       • Improve service with existing staff

              Create Audit Trail                  Improve Security




     • Track documents from end to end   • Complete document control
     • Improve compliance efforts        • Protect sensitive data

Slide 19
Why Kofax for Front-Office Capture?

            Capture Market Leader        Flexible User Interface Options




      • Back office to front office
      • Domain expertise                 • MFP touch screen or Web client
      • Partnerships                     • Helps to ensure user adoption

           Personalization Features       Leverage ETSD’s Investments




       MFP touch screen and Web client       Thin-client user interface


Slide 20
KFS Interface Overview
Use Multi-Function Print Devices – Right from the Screen!


           Several options are available.
           Select “Log On”




                                            Shortcuts




Slide 22
MFP – Front Panel

                    User-based
                    Shortcuts

                                 Group Shortcuts




                                            Global Shortcuts




Slide 23
MFP – Front Panel

                    User-based
                    Shortcuts




                                 Order Supplies




                                 Personal Shortcut




Slide 24
KFS Web Client – Editing a Document

                                                                User goes to desk to view
                                                                images on PC




                                         “New” (split) documents
                                         appear in the Inbox




Inbox shows documents                   User is able to split
scanned at the MFP                      documents

25   For Kofax and Ricoh Viewing Only
KFS Web Client – Indexing a Document



                                                 User enters account number
                                                 to index document




                                                                 Index information is
                                                                 retrieved from database
                                        User drags document to
                                        destination (from back end)




26   For Kofax and Ricoh Viewing Only
KFS Use Cases
Case #1: MFP – Front Panel Indexing / Identification

                       Using Shortcuts




                                         Order Supplies




                                                          Select a Shortcut




Slide 28
Case #1: MFP – Front Panel Indexing / Identification




           Index the document at the front
           panel


Slide 29
     Case #1: MFP – Front Panel Automatic Routing




For Kofax and Ricoh Viewing Only
                                                    30
Case #2: “Send to Me” Option – Scan at MFP


                  Select the “Send to Me” option




                                                   Slide 31
     Case #2: “Send to Me” Option – Index / Identify in Web Client




                                   Inbox – displays documents you
                                   have received




For Kofax and Ricoh Viewing Only
                                                                    32
     Case #2: “Send to Me” Option – Index / Identify in Web Client




                                   Destinations – where you can
                                   release documents



For Kofax and Ricoh Viewing Only
                                                                  33
     Case #2: “Send to Me” Option – Index / Identify in Web Client




                                                          Drag a document to a
                                                          destination to send it



For Kofax and Ricoh Viewing Only
                                                               34
     Case #2: “Send to Me” Option – Index / Identify in Web Client




                                             A window displays for index
                                             information




For Kofax and Ricoh Viewing Only
                                                                 35
     Case #3: Scan & Index from Web Client




                                   Scan directly from the Web client



For Kofax and Ricoh Viewing Only
                                                                       36
     Case #3: Scan & Index from Web Client




                                             Drag a document to a
                                             destination to send it



For Kofax and Ricoh Viewing Only
                                                  37
     Case #4: Coversheet (Pre-indexing in Web Client)




                             Create a coversheet for a
                             shortcut or destination




For Kofax and Ricoh Viewing Only
                                                         38
     Case #4: Coversheet (Pre-indexing in Web Client)




                                     Add index information for the
                                     document




For Kofax and Ricoh Viewing Only
                                                                 39
     Case #4: Coversheet (Pre-indexing in Web Client)




                             Coversheet with barcodes is
                             created




For Kofax and Ricoh Viewing Only
                                                           40
     Case #4: Coversheet – Automatic Routing




For Kofax and Ricoh Viewing Only
                                               41
     Case #4: Coversheet – Automatic Routing




                                   Select the “Coversheet” option
                                   to submit document




For Kofax and Ricoh Viewing Only
                                                                    42
     Case #4: Coversheet – Automatic Routing




For Kofax and Ricoh Viewing Only
                                               43
     Questions?




                               Next…   Web Scan Demonstration
For Kofax and Ricoh Viewing Only
                                                           44
            Thank you!
For further information, please contact:

                        Tom Simmons
           Sr. Sales Account Executive

                    +1 (770) 517-4641
             tom.simmons@kofax.com

				
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