Newgen Digital Transformation …

Better Business through Improved Operations

Return on Investment- 135%

*Study done by Deloitte for one of Newgen Customers

Exception-

Missing Documents

3

Digital TransformationOmniScan

Physical Document Newgen Enterprise Scanning Solution

Phas

e -1

Phas

e -2

OmniDoc Server

Approval

Document Approval Online

Archival

Monitoring, Tracking & Reporting

Secured StorageScanned Documents along with Indexed Data is Uploaded to OmniDocs (Document Management System)

Approvals for Scanned Documents along with Exception Handling (Omni Flow) & Monitoring (BAM)

ScannedDocument

Email

Physical Document

VerifyDocument

Discrepancy Resolution

Comprehensive Product Range

Industry Domain Expertise

Enterprise-wide Coverage

Rapid Deployment

Mission-critical Process Support

Value for Money

• Products in Enterprise Content Management, Business Process Management and Customer Communication Management.

• No 1 in India.• Global footprint in 50 countries• 1200 people strong 20 years old organization• 40 Patents for its own products

Newgen Overview

4

India

USA

Canada

UAE

Singapore

Offices

BPM and ECM MQ recognition 2011 Wave Report for DOCCM (Document Output for Customer Communication)

Decision Matrix for BPM, 2011 “Top 3 Value for Money BPM Vendor”

2013 Global Software Leaders Report

2011 Market Share Report

2011 Market Share Report

Some of Our Prestigious Customers

Banking & Finance

Insurance

BPO & Shared Services

Others

Telecom

Common Thoughts on top of your mind

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Growing Customer Expectations.

Customer Loyalty

Acquire & retain Customers, Customer

Life time Management

Optimize Channels, Maximize ROI

Tap Hidden Market Potential.

Boost Retention rates

More Personalized Services

Pain Areas – Process Management

7

Risk of damage or loss, when files are physically moved

between locationsUniform Distribution of work

Exception HandlingLeakage of Information

&Duplication Costs

Real Time Monitoring (Current status of data or resources)

Newgen Product Suite

8

Advantage of Digital Transformation

9

Fill in Forms/Generate

Document

Check documents for

Completion

Executive at Branch

Head Office

Initiate the Process

Process

Courier documents to Central Head

Office

Manual Document Handling

Parallel Routing

Rule based Routing

Can view electronic images for reference

Image Assisted Data Entry

Automatic escalations

Automatic Archival of Documents SLA Management

Exception Management

Update the Process Online

As Is Process Digital Transformation

Send Physical Files to Centre

Validations & Checking the

details Approval Process

Exceptions handled at this

stage

Verification becomes easier

Documents scanned and

uploaded

Visibility at Head Office

Index the documents

Images sent to Central Head

Office

Process Monitoring

No Physical movement for resolutions

Automatic Document Archival

Reduction in Turn Around Time

Value Adds

Newgen Phase I Solution Approach

End To End Newgen Solutioning –Phase I

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Scanning (OmniScan)

Archiving (OmniDocs)

Physical Tracking Of Documents (RMS)

Powerful Document Scanning Support

&Simplified integration with

DMS and Workflow solutions

Physical Document Tracking with Retention and disposition Policies

& Ensuring Regulatory

Compliance

Centralized Conceptual Document Repository

with various operations&

Secured User & Rights Management

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Newgen Enterprise Scanning Solution OmniScan Screen

Document Image ViewerIndexing Parameter

Document Type Section

Starting New Job

Initiating For New INI

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IMAGE ASSISTED DATA ENTRY

Image Zone Highlighting

Automatic Scrolling of Image

Data extraction from zones for automatic indexing

BENEFITS

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Newgen Enterprise Scanning Solution OmniScan Screen

Document Image ViewerIndexing Parameter

Document Type Section

Starting New Job

Initiating For New INI

DOCUMENT EXPORTED TO NEWGEN DOCUMENT MANAGE

DOCUMENT EXPOTED TO NEWGEN DOCUMENT MANAGEMENT SYSTEM

EXPORTED

REPORT GENERATED AFTER EXPORTING DOCUMENT

Folder Hierarchy

Document Archived in OmniDocs

PROPERTIES OF THE DOCUMENT INCLUDING DATACLASS DETAILS

MOVING DOCUMENTS TO ONE FOLDER TO ANOTHER FOLDER

CHECKING THE DOCUMENT AFTER DOING OPERATIONS ON IT

VERSIONING OF ELECTRONIC DOCUMENTS

SHARING OF THE DOCUMENT

DOWNLOADING THE DOCUMENT FROM OMNIDOCS

PRINTING & LINKING OF THE DOCUMENT

MAKING DUPLICATE COPY & AUDIT LOG OF THE DOC

ALARMS & REMINDERS

Assigning this particular document to RMS File Plan

RECORD MANAGEMENT

SYSTEM

Assign To File Plan

Document In RMS

Newgen Phase II Solution Approach

End To End Newgen Solutioning - Phase II

16

Scanning (OmniScan) Workflow automation (Omni Flow)

Archiving (OmniDocs)Business Activity Monitoring – Real

Time Reports

Various Initiation Inputs

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Online Portal/Vendor Portals

Vendor Portal

Om

niF

low

Se

rve

r

NEWGEN WEB FORM CONNECTOR

NEWGEN MAIL CONNECTOR

OMNISCAN STANDARD FEATURE

NEWGEN PRINTER CONNECTOR

NEWGEN INTEGRATION CAPABILITY

NEWGEN E MAIL CONNECTOR

Newgen Phase II Implementation Approach

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Newgen Enterprise Scanning Solution OmniScan helps Organizations to fulfill Document Scanning & Document Archiving

Indexing Parameter- Meta Data – Serial Number

Document Type Section

Document Type

Newgen Phase II Implementation Approach

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Configuring for automated OCR extraction

Newgen Phase II Implementation Approach

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Exporting Document to Newgen Enterprise Business Process

Management Solution OmniFlow

Newgen Product Suite is tightly integrated for efficient effect

Newgen Phase II Implementation Approach

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Report Generated after scanning. Details about document is mentioned in report.

Workitem generated in OmniFlow

Newgen Phase II Implementation Approach

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Document is exported to BPM Solution- After Scanning SolutionOmniFlow End User Screen

User Id & Password Details

LOGIN TO OMNIFLOW

QUEUES

OMNIDOCS BAM FILTER ADVANCED SEARCH

After Scanning the workitem 20 in Courier Agent Queue

FORM ASSOCIATED DOCUMENT ASSOCIATED

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TO DO LIST

24

25

Mail Sent to Configured Mail Id

Omni Docs - Repository

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Folder Hierarchy

Documents are stored in Document Management System

OmniDocs - Search

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Select Search Criteria

Select Data Class

Search Result

Save Search Criteria for Frequent Usage

Omni Docs- Annotation

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Newgen Document Viewer

Notes Sections for adding some important note with

the document

Annotations operated on Document

Document Checked Operations for Document

Operations on Documents

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PROPERTIES OF THE DOCUMENT INCLUDING DATACLASS DETAILS

MOVING DOCUMENTS TO ONE FOLDER TO ANOTHER FOLDER

CHECKING THE DOCUMENT AFTER DOING OPERATIONS ON IT

VERSIONING OF ELECTRONIC DOCUMENTS

SHARING OF THE DOCUMENT

DOWNLOADING THE DOCUMENT FROM OMNIDOCS

PRINTING & LINKING OF THE DOCUMENT

MAKING DUPLICATE COPY & AUDIT LOG OF THE DOC

ALARMS & REMINDERS

Business Activity Monitoring

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REAL TIME MONITORING ON BAM

Step-1Combine data from

Multiple Source

Step-2Define Metrics

& KPIs

Step-3Personalizing Dashboard &

Alerts

Step-4Real-time

Monitoring Tracking & Alerts

Process Database

Applications

Events

To Sum it up

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Timely access to information

Improved use of information Greater collaboration Associated cost benefits

Faster turn around times Greater compliance No redundancies Elimination of non value add tasks Improved cost of operations

Greater compliance & governance Adoption of right and optimized processes Reduced training time and costs , Quick

on-boarding Faster expansions

Leaner operations Greater control on operations Effective use of resources Substantial cost benefits

Greater focus on value add task Leverage on best cost-quality model Leaner operations Greater focus on business Highly productive organization

Digitize

Automate

Standardize

CentralizeOptimize

Case Studies

Challenges:

• Reduction in Bill Payment Cycle

• Auditory Compliance

• Cost Reduction

• Efficient utilization of capital assets and infrastructure

• Tracking and monitoring of work

Process Automated:

• Accounts Payable

Benefits:

• Seamless integration of Workflow with SAP

• Resource Optimization with a headcount reduction of 60%

• Turn around time brought down from over 5 days to under 3 days

• 135% ROI achieved over 3 years

• Additional benefit in retrieving documents for Auditory Compliance

135% ROI achieved over 3 years

Challenges:• Serving multiple entities across the globe• Developing an integrated framework with

multiple ERP systems .• Country specific localized version needs

Processes Automated:• Accounts Payable • Accounts Receivable • Vendor Bills• Freight Bills• Purchase Order • Purchase Requisition

Benefits:• Centralized processing of transactions in 3

locations for 25 countries

• Major Cost Reduction of transactions

• Comprehensive auditing facilities

• Implementation in English and Chinese language

Multi Lingual Implementation for SSC across 25 countries

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Lets make a difference together

Thank You_____________________________________________________________

Contact us to know more on Digital TransformationNewgen Software Technologies Ltd

D-162, Okhla Phase-1, New Delhi , Indiapartners@newgen.co.in

Daltron Fiji,190 Foster Rd, Walu

Bay, P.O. Box 16334, Suva.