What is the Value of Our ECM Solution?Now you can have your data, documents and workflow consolidated in a single source, web based environment. Reap the benefits of a full-service support model or SaaS. Your knowledgeable workers can continue to process documents using existing customer processing systems. Our feature rich proprietary technology is easily customized to meet your specific needs and it is faster to implement and less costly than similar offerings.

Enterprise Content Management (ECM)

In the past, document management consisted of a manual search through disparate systems and paper retrieval from storage and cabinets. Now with Xerox’s transactional content management (XTCM) you can capture, manage, store, preserve, and deliver content and documents electronically on demand.What is Enterprise Content Management (ECM)?ECM is the strategies, methods and tools used to capture, manage, store, preserve, and deliver content and documents related to organizational processes. ECM tools and strategies allow the management and organization of a company’s unstructured information, wherever that information exists.

Why consider an ECM solution?

• Sharing and collaboration on a common platform

• Greater customer and organizational responsiveness

• Faster and better decision making processes

• Improved efficiencies from reusable content (such as templates)

• Reduced risk and improved compliance through standardization

• Stronger market positions relative to competitors who still employ manual processes and paper documents

• Lower storage costs and better use of physical space

How Does Our ECM Solution Work? Our ECM solution leverages the XTCM platform, a web-based enterprise content management solution specializing in document and transaction content management. XTCM is a hosted solution that involves the automation of document and image-centric business processes including content upload, storage, workflow, access, archiving and retention.

Our Differentiators• Customizable rules engine for ultimate

flexibility in meeting client needs

• Speed of implementation

• Lower cost than competitive offerings

• Hosted solution requires limited client IT involvement

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The Business CaseXTCM enables organizations to cope with enormous volumes of information, accelerate information time to value, manage the information from capture to archive and reduce the IT burden of support by using a software-as-a-service (SaaS) model. Documentation or other electronic files that are captured managed and stored electronically in a single repository increase in value as the content becomes easier to access and business processes are automated. A typical business case for employing XTCM generally includes the following steps:

1. Capture and upload:

• Scanning & image clean-up (through integration with external solutions)

• Classification and identification of documents with appropriate metadata for indexing so they can be easily retrieved.

• Extraction of data that can be made available to users in a variety of other applications.

• Validation of the related data against line-of-business applications or other processes to ensure accuracy and completeness.

2. Processing:

• Application of business rules to automate repetitive tasks that have traditionally been manual processes.

• Establishment of queues where documents can be reviewed, prioritized, routed or pushed to the appropriate user for further actioning.

• Integration with LOB applications such as ERP and CRM systems or other 3rd party applications.

• Application of existing records management and/or retention policies to determine appropriate security and existence.

• Generating original document through the merging of acquired content with standardized templates.

3. Delivery:

• Search, view, retrieve, and update documents.

• Redline and annotate documents.

• Instantaneous access to all the information available as part of the file.

• Controlled access to protect customer confidentiality and assure the integrity of records.

4. Retention, archiving and storing:

• Protecting and maintaining the authenticity of documents through controlled access limiting the ability to revise or delete.

• Managing longevity of the documents through system monitoring and failure contingency plans.

• Provide continued accessibility through appropriate security.

Features and Functionality• Create, review, and manage documents:

Comprehensive document management capabilities in a single source application

• Security and access control: Protect documents and maintain file integrity through security

• Search and retrieval: Locate documents through gradient search options with real-time information and document display

• Indexing and metadata: Categorize and sort documents for easy retrieval or data processing

• Distribute and publish: Provide online enterprise access for documents and information, or share with more traditional media such as print, fax, etc.

• Support multiple file types: Stored objects aren’t limited to just documents; other files types such as PDF, images (TIF), or MS Office files may also be stored

• External system integration: provide seamless integration with various 3rd party applications such as ERP, CRM or other systems

• Notifications and alerts: Receive notification and/or alerts via email for documents that require action or review

• Reports and metrics: Pull reports and metrics based on system records, tracking, and auditing

• Workflow and process automation: Automate and control previously manual document routing and processes

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