Kofax TotalAgility 7 Essentials

Shane McCartney - Lead Instructor

Shane.mccartney@Kofax.com Or Training@Kofax.com

Module 01-1

Introduction to the Kofax TotalAgility 7 Essentials Course

Class Training Overview

Course Structure

Classroom Environment

Course Materials, Software, and Hardware

Course Objectives

Course Roadmap

Exam Registration

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Course Structure

Presentations

Demonstrations

Hands-On Practice Labs

Topic Q&A & Daily Review

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Classroom Environment

Amenities & Fire Exits (Classroom Only)

Four Days (optional 5th day am for exam)

Daily Schedule

Start 08:30

Break 10:00 – 10:15

Lunch 12:30 – 13:30

Break 15:00 – 15:15

End 16:30

Optionally 5th day am to complete the exam

Covers Kofax TotalAgility 7

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Course Materials, Software, and Hardware

Student Guide, Lab Guide, Flash Drive

All course materials + Installation files

Environment & Logins

VMWare image

Username: Trainee

Password: W0rkstation

Labs build in complexity

Additional self-learning modules

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Course Roadmap

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Day 1

Overview of Kofax and TotalAgility, Installation and Server Settings

Create a basic Capture Process

Create Resources

Create a Separation Profile, Folder Type Extraction Group and

Classification group

Day 2

Configure process properties, Variables, Capture nodes

Create a Website, Forms and Navigation

Configure Classification

Configure Extraction

Create a basic BPM Case based process

Course Roadmap

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Day 3

Variables and Data Access

Email Notification

Document Creation

Forms, Navigation and Security

Re-designing Forms

Day 4

Configuring Capture and Personal Loan Process

Configuring Email and MFP as Capture Input Sources

Optional – Mobile and Scanners and as Capture Input Sources

Exam Preparation

Important Note

This is an Essentials class. It provides an overview to Kofax

TotalAgility 7.

Other classes are available for a more in-depth understanding of

TotalAgility 7.

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Exam Registration

http://training.kofax.com

(no “www”)

REGISTER FOR EXAM

10

Exam Registration

Exam: KTA 7 Essentials

eVoucher Number:

Provided to you

Email: Your Work Email

Address

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Class Training Overview

Introduction to Kofax, Inc.

What is Kofax TotalAgility 7?

Platform Concept

Single Platform for Smart Process Applications (SPA)

Business Process Management

Dynamic Case Management

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Class Training Overview (cont.)

Single Platform for Multi-Channel Capture (MCC)

Mobility Services

Capture Services

Transformation Services

Awareness and Collaboration Services

Analytics & Business Intelligence (BI) Services

Data Integration Services

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Introduction to Kofax, Inc.

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Leading provider of smart

process applications that

simplify the business critical

First Mile™ of information

intensive customer interactions

Kofax – Global Presence

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Successful

Customers: 20,000+

Software seats: 150,000+

ERP, CRM, LOB integrations: Tens of thousands

Public on LSE and NASDAQ: KFX

Headquarters: Irvine, CA

Employees: 1,200+ in 30 countries

Channel partners: 800+ in 70 countries

Kofax TotalAgility 7 – Value Proposition

Seven Ways to Make Your First Mile Smarter: (http://www.kofax.com/smart-process-application-platform)

1. Leverage Mobility

2. Reduce time between engagement and action (no latency)

3. Empower customer (keeping them informed via email, text, web)

4. Reduce complexity and effort to drive down costs

5. Self service, reduce work load on Knowledge Workers

Respond to changes quickly gives a better customer experience

Dynamic time change

Reassign work

6. Real-time reports

7. Connection between systems of engagement and systems of record

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Kofax TotalAgility 7 – A Unified Smart Process Application Platform

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Smart Process Application Platform

Smart Process

Applications

Kofax TotalAgility 7 – The Essential Link

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Systems of Record are enterprise applications

designed for internal purposes

TotalAgility 7 provides an essential link

between systems of engagement

& systems of record

Results in

an Optimized

Customer

Experience

&

Greatly

Reduced

Operating

Costs

Systems of Engagement generate real time,

information intensive

communications from customers

Platform Concept

Kofax TotalAgility™ 7 dramatically transforms and simplifies the

business critical First Mile™ of real time, information intensive

customer interactions.

It does this by combining market leading capture, business

process management (BPM), dynamic case management (DCM),

collaboration, mobile and analytics capabilities in a single smart

process applications platform that provides an essential

connection between an organization’s systems of engagement

and systems of record.

It unifies everything Kofax does today around mobility, capture,

transformation, and analytics, built on the industry leading

TotalAgility platform.

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Single Platform for Smart Process Applications (SPA)

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Awareness

of relevant data & content

Capture & Output

of documents & forms Analysis

of targeted

inputs

Business

Process

Management

to manage the

steps of an

activity

Collaboration

to create content

Embedded BI & analytics

Both process & data analytics

Monitoring, reporting & dashboards

Simulation & predictive modeling

ETL capabilities

Recognizes and processes

key metadata to speed up

processes

Integrates with all information

sources

Leader in Forrester

Multichannel Capture Wave

Captures paper & electronic info

at Point of Origination™

Collaborate via email, IM, SMS & MMS

Integration with Microsoft SharePoint,

Dynamics, Office 365, Lync & Exchange

Server

Leader Forrester Dynamic

Case Management Wave

On-Premise or PaaS

Manage unpredictable

processes

Dynamic Case Management

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A highly structured, but also collaborative, dynamic, and

information-intensive process that is driven by outside events and

requires incremental and progressive responses from the business

domain handling the case.

Dynamic Case Management — An Old Idea Catches New Fire

Craig Le Clair and Connie Moore, Forrester Research, 2009

Examples: a patient record, a lawsuit, an insurance claim, or a contract

Includes all the documents, data, collaboration artifacts, policies, rules,

analytics, and other information needed to process and manage the

case

A Case is the term given to an instance of a case definition process,

e.g. a fraud case

A case definition has associated case processes which may or may

not be instantiated as part of the case

Kofax TotalAgility 7 Key Applications

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Customer onboarding or account openings

Investment account transfers

Mortgage & loan applications

Processes requiring trailing documents Financial

Services

Customer onboarding or account openings

New policy quotes

Claim submissions

Processes requiring trailing documents Insurance

New patient onboarding

Claim submissions

Explanation of benefits

Processes requiring trailing documents Healthcare

Kofax TotalAgility 7 Key Applications

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Citizen benefit enrollments

Claim submissions

License & permit applications & renewals

Trailing documents Government

Supply Chain Accounts payable automation

Manufacturing

Transportation & logistics

Wholesale

Retail

Other Industries Business process

outsourcing

Industrial & energy

Utilities

Telecom

Traditional Capture to Process

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Customer

Designed for upfront capture tasks

“Act & React” to issues encountered in the business process

Limited end-to-end visibility for employees or customers

Capture Workflow

Downstream Business Process

Downstream errors & re-scans cause

delays & impact customer experience

Single Platform for Multi-Channel Capture (MCC)

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Single End-to-End Customer Facing Business Process

Customer

Capture in Process for Improved Customer Interactions

Designed for both upfront & trailing capture tasks

“Act & Interact” in real time to issues encountered in the business process

Full end-to-end visibility for employees & customers

Capture Sub-Process Capture Sub-Process Engagement Engagement

Customer Customer

Kofax TotalAgility Target Applications (MCC)

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Applications

All Multi-Channel Capture Applications in a Single Platform

Mobility Services

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Smart Mobile Apps

Mortgage Automation

Customer Onboarding

Claims Processing

Underwriting (New Business)

Patient Onboarding

Mobile Quote

Mobile Pre-registration

Mobile Onboarding

Mobile Mortgage

AP Automation

Mailroom Automation

Mobile Capture

Platform for Mobile-Centric, Low Latency Processes

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Cross-Sell/Service with HTML5 content unique to the customer

Single platform for mobile-centric processes – low TCO, fast time to market

Develop multiple apps on a single platform

Render on any device (Mobile, Tablet, MFP, Web Portal)

Mobile SDK available for TotalAgility 7 integration with existing native apps

Extend Capture

Extend HTML5 Forms

Extend Processes

Extend Business Rules

Extend Collaboration

Reduced Process Latency

Kofax or Customer Mobile App

Analytics & Business Intelligence Services

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Data Integration Services

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Capture & deliver all information types into

SharePoint & Office 365

Manage & automate case management

& end-to-end processes in SharePoint

Extend capabilities of Dynamics to support

BPM & Dynamic Case Management

solutions

Capture at the Point of Origination™ with

mobile capture

Cloud computing services leveraging

Windows Azure

Lync communication capabilities for

process & case management

Leverage Microsoft developer tools

Kofax TotalAgility Overview

Kofax TotalAgility 7 combines capture, process management,

analytics, and mobile capabilities into a single unified platform

Multiple capture mechanisms

Web Scan, Mobile, Email, Watched Folders, MFP

Image enhancement capabilities

Classification, separation, and extraction capabilities

Bar code/patch code separation classification

Standard and trainable document separation

PDF generation capabilities

Thin client document review, validation, verification

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Kofax TotalAgility Overview..

Uses Kofax License Server

Support for existing Kofax Export Connectors

Kofax Reporting support

Form Designer

Full SPA (BPM) product for downstream processes

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Product History

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Kofax TotalAgility was first released in March 2000, currently v7.1

v6.0 released in Nov 2012 (full .NET, On-Premise or Cloud (Azure))

Previous version was 5.5 (built as COM+ and (SOA) to exploit MSDTS and .NET

Kofax TotalAgility 7 is the integration of Kofax Web Capture, Kofax

Transformation Toolkit, and TotalAgility components and functionality

Microsoft-based, but built for interoperability with other systems

Note: A migration path is supported to go from v5.5 and v6.0 to Kofax TotalAgility7

Underlying Technology

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Architecture

Designer – Silverlight

Transformation Designer – Windows Application

Workspace – Out of box run time thin client

Web Forms – HTML5 / JavaScript

Exploits Microsoft .NET architecture

Number of services e.g. TotalAgility Core Worker makes its easy to

adopt, deploy, integrate with existing systems, and scale

Components

Web Server

Application Server (Orchestration and Transformation)

Database Server

Underlying Technology (cont.)

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Integration

Database Connections (SQL server)

Web Services (REST, WCF, SOAP)

.NET Assemblies

On-Premise Export Connectors for Capture

Additional On-Premise LOB Connectors:

HP Trim, CMIS, MS Exchange, MS SharePoint, MS Dynamics CRM,

MS Dynamics AX

Other BPM/DCM Features:

Simulation, Import from XPDL and Visio, Outlook client integration

Kofax TotalAgility Architecture Diagram

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Orchestration

Server

Web Server

Transformation

Server

Database

Server

Image

related

processing

Standard/non

image related

processing

WCF Web services TCP/IP ADO.NET

Web Browser

Http TotalAgility

Documents

TotalAgility

TCP/IP ADO.NET

Kofax TotalAgility Designer and Transformation Designer

The TotalAgility Designer is a design time web based

Application that allows you to:

Design capture processes, case and business processes,

sites, and forms

The Transformation Designer is a windows application that

allow you to configure/train classification, separation, extraction

etc.

The Workspace is a runtime HTML5/JavaScript thin client that

allows you to:

Create an instance of a process

Scan documents

Administer run time jobs

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Kofax TotalAgility Designer (cont.)

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The Designer is an easy-to-use, graphical environment for

modelling, design, analysis, simulation, and testing of processes and

forms

It is the design environment with the following components:

Kofax TotalAgility Designer – Process Designer

The Process Designer helps you model business processes

through a user-friendly graphical modelling environment

Processes are saved in the database as XML files

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Kofax TotalAgility Designer – Form Designer

The Form Designer helps you create workflow forms (screens)

based on Kofax TotalAgility processes, without the need for

extensive programming

Forms are specified in the XML-based message definition, and

held in the database and rendered by a Forms Server

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Kofax TotalAgility Workspace (cont.)

The Workspace is the interface for run-time users of Kofax TotalAgility 7

Knowledge workers and capture operators receive and process work

Managers can dynamically manage and optimize work within their teams

Administrators can monitor the system

All done in a thin client, HTML5 environment

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Kofax TotalAgility Transformation Designer (cont.)

The Transformation Designer is a design time interface configuring

classification, extraction, validation, separation etc.

Can train TotalAgility system to recognise documents/extract data

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But wait…There’s more!!!

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NOTE: This is an “essentials” class. It provides an

introduction to Kofax TotalAgility 7. Other classes are

available for the more advanced capabilities of the product.

Ready?

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