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Copyright 1997-2002 Cardiff Software Inc. All rights reserved.
An Open Standards Approach to Process Automation
Patrick DoranCardiff Software
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What is Business Process Automation?
– Business Process describes the way a company gets work done• Placing an order, selling a product,
restocking, etc.
• Over 60% of all processes still involve a piece of paper
– Automation describes approach companies take to weave technology into those same processes
“Technology is so pervasive that it shapes business process. We have business processes we couldn’t of had before.”
Carl Wilson
VP/CIO
Marriott Int’l
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Why Do Companies Need Business Process Automation?
– Support growth and productivity goals
• Current manual and “ad hoc” systems cannot keep-up
– Enable business-process changes that are central to business systems
• Improving efficiencies, improved bottom line
“85% of those (companies) that improved their bottom line in the first half of 2002 did so by improving their internal processes, not by increasing revenue”.
Craig Conway CEO Peoplesoft
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Why Do Companies Need Business Process Automation?
– Reduce Costs• Eliminate paper handling, manual data entry,
distribution and storage
– Improve Productivity• Improves form submission and approvals process by
500%
– Meet Government requirements• GPEA, Section 508, E-SIGN and HIPAA
– Utilize existing internet investments• Adopt Open Format technologies• Reduce data incompatibilities for faster access to data
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Business Process Automation Improves The Bottom Line
Reducing Operating Costs– $22.5 billion spent in 2000
on pre-printed paper forms in the US alone. DMIA Formtrac
• 30% become obsolete before they are used
– In an office of 200, 6.75 hours a day are spent filing, searching lost files, copying and distributing forms at an average of $12.50 per hour = $20,280/year Expert Systems Applications
Increasing productivity– Intel estimates that it
takes 70% less time to process a transaction using e-business. Digital Transformation, 2000
– It took Microsoft only a few months to build the new purchasing system, yet it saved the company nearly $15M in its first year of use. Peter Boit-VP eBusiness Solutions, Microsoft, 2000
–The high cost of paper
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Business Process Automation Meets Government Mandates
– Government Paperwork Elimination Act (GPEA) P.L. 105-277 (Title VII)
• Requires Federal agencies use electronic forms to conduct official business with the public by Oct 2003
• Goal-a digital document is as legally binding as paper– Section 508 U.S.C. 794d
• Requires Federal agencies to make their electronic and information technology accessible to people with disabilities
– Electronic Signatures in Global and National Commerce Act P.L. 106-228
• E-SIGN eliminates legal barriers to the use of electronic technology to form and sign contracts
– Health Insurance Portability and Accountability Act (HIPAA) Kennedy-Kassebaum Act, Public Law 104-191
• Encourages the development of a HIS through standards for the electronic transmission of certain health information
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Business Process Automation Enables Web Processes
– Widespread adoption of the Internet• 2001: 50% of Web users (adult) visited a State or
Local Web site 2001 National Technology Readiness Survey
– Optimize business processes with the Internet• Technology that uses standards designed to make it
easier for applications to communicate
• The Internet provides the fastest access to digital data across your network bandwidth
• Adapt business processes more easily to accommodate changes Information Week, Focus on the Process; Aug 26 ‘02
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Business Process Automation Utilizes Open Formats
– Inconsistent data formats limit application sharing and process automation
• 45% of agencies can’t implement process automation due to incompatibilities with legacy processes –Delphi Group
– Open formats enable maximum user reach• HTML - Most widely accessible by individuals
• PDF - Supports digital signatures, Section 508 & Paper-feel
• XML – “Glues” applications together, new Web solution to older backend systems
– Extend existing technology investments
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Respond
Adding Value to Your Existing Systems
Capture
Instantly on-ramp data and document information into existing back office systems to validate data and provide
enterprise wide access
Digitally Route, Approve, Sign & Track
Data for processing
Image for archive
Assemble and send custom response
Process
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– 70% reduction in dept approval time
Process
New Employee Job Application Processing
– 80% decrease in applicant response time
– Reduced postage and labor for outbound letters
Respond
– 90% reduction in paper filing
– Instant access to data
Capture
Business Problem
–High volume of paper employment applications
–High costs associated with data entry, copies and storage by department
–Misfiled documents and lost data
Solution –Automate the Capture of information for applications and all resume attachments
–Export data to Microsoft Access
– Image stored in Documentum management system for easy search and retrieval
Business Problem
–Slow process to route paper applications to remote offices
–Multiple copies send to different departments
Solution –Data and documents captured can be electronically sent (via Web) to 1 or more department managers for review
–Applications can be tracked
–Managers can approve / reject applications on-line
–HR can track the activity of every application
Business Problem
–Manual, paper-based response to all applications
–Averaging 4.5 phone calls from applicant requiring follow-up
Solution –An automated response was generated based on the department managers approval or rejection
•Rejected applicants received e-mail notification
•Accepted applications received e-mail to call an reference a number to set-up an interview
–Hired applicants also automatically received a packed of new hire forms and documents for day 1
– 70% reduction in dept approval time
Process – 70% reduction in dept approval time
Process
– 80% decrease in applicant response time
– Reduced postage and labor for outbound letters
Respond
– 80% decrease in applicant response time
– Reduced postage and labor for outbound letters
RespondRespond
– 90% reduction in paper filing
– Instant access to data
Capture
– 90% reduction in paper filing
– Instant access to data
CaptureCapture
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Corporate Business-Critical Processing
• Commit of data and attachments to accounting and HR system
Respond
Online routing, approval, Tracking and notification
Process
Capture
• Time-Off Requests
• Purchase Orders
• New Hire Requisitions
• Check Requests
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Any Format
Working the Way Your Business Works
Any Form
• New Account Application
• Insurance Claims
• Loan Approvals
• Job Applications
• Product Registration
• Surveys
• Timecards
• New Account Application
• Insurance Claims
• Loan Approvals
• Job Applications
• Product Registration
• Surveys
• Timecards
Any Document
• Legal Dockets
• Resumes
• Clinical Forms
• Attachments
• Legal Dockets
• Resumes
• Clinical Forms
• Attachments
PAPERPAPER
HTMLHTML
PDFPDF
XFORMSXFORMS
TABLET PCTABLET PC
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Automating Business Processes to Deliver Real Business Value
5-6 Months ROI Return on Investment (average)
Capture
90% decrease in data entry
costs
Increase data
accuracy &accessibility
Reduce office
administration
(copy, print, dist)
70% increase in
worker productivity
Eliminate mailing costs
Increase customer response
Process Respond
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What to Look for in BPA Systems
– Solutions that automate the entire business transaction lifecycle from Capture to Response
– Solutions that automate paper and digital processes
– Technology based on Web-enabled open standards.
– Solutions that leverage existing IT systems
– Solutions that to fit your needs and deliver a rapid return on investment
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Cardiff Process Automation Solutions
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Automates high-volume data and document capture by converting paper into digital information
Data CaptureEliminating manual
data entry costs
Document CaptureReduces document storage & archival
Remote CaptureEliminates freight costs and security concerns
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A complete Web-based solution for automating form-driven business processes
Data Collection & Validation
Reduce manual data entry
Design, Convert & Publish
Eliminate printing costs
Route, Track and Approve eForms
Decrease costs of manual distribution
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Over 20,000 Business Rely On Cardiff Solutions (partial list)
HealthcareHealthcare GovernmentGovernment Finance & InsuranceFinance & Insurance EducationEducation ManufacturingManufacturing TransportationTransportation
BAXGLOBALBAXGLOBAL
ChildrensHospital British TelecomSanta Clara County
US Dept of Labor
City of Los Angeles
Copyright 1997-2002 Cardiff Software Inc. All rights reserved.
Cardiff Software
Patrick Doran(651) 405-8733
www.cardiff.com
