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Page 1, February 2008 Form Processing that Works™ www.charactell.com
Some of Our Customers Worldwide
Page 2, February 2008 Form Processing that Works™ www.charactell.com
FormStorm Enterprise
The Invoice Processing Dilemma
Sheri Pilgrim, Paz Kahana
Notice! New Call Information:Phone Number: 605-772-3434;
Access Code: 183-086-055
Page 3, February 2008 Form Processing that Works™ www.charactell.com
FormStorm InvoicesEXincluding BillForm
Traditional Form Processing
The Challenge of Invoice Processing
Demonstration
Summary and Q&A’s
Page 4, February 2008 Form Processing that Works™ www.charactell.com
FormStorm InvoicesEX including BillForm
Traditional Form Processing
Page 5, February 2008 Form Processing that Works™ www.charactell.com
$,1,569128312
$,2,601231485
$,3,2056130
$,4,58501
$,5,2114631
$,6,5819234
$,7,5925809
Traditional Form Processing
Paper DataTemplate
Page 6, February 2008 Form Processing that Works™ www.charactell.com
Data from fields to
database
Fixed form structure
Prior form knowledge
Limited form library
Form cleanliness
Template setup
needed
But processing is
faster
Traditional Form Processing
Page 7, February 2008 Form Processing that Works™ www.charactell.com7
Key Steps in Workflow
Forms received, sorted, and prepared for scanning
Verified data is exported and uploaded to mainframe
Data is verified and corrected in FormStorm
Images transferred to FormStorm for processing
Forms scanned using a high speed scanner
DocumentsForms
ScanDocument Scan
Application
OCR/ICRRecognition S/W
VerifyData Repair and
Corrections
ExportFormat and Export
to Host
2
1
3
4
5
Page 8, February 2008 Form Processing that Works™ www.charactell.com
FormStorm InvoicesEX including BillForm
The Challenge of
Invoice Processing
Page 9, February 2008 Form Processing that Works™ www.charactell.com
Invoices - Same Data; Different Scope, Forms
Page 10, February 2008 Form Processing that Works™ www.charactell.com
Invoices Trade-Off
Templates: faster, accurate
Templates: too many, unknown, impractical
Page 11, February 2008 Form Processing that Works™ www.charactell.com
The General Invoices Approach
Unknown invoice variations
Too many vendors, possible layouts
Creating templates (setup) not feasible
Our solution:
80-20 – Only most common for template
First, Template – Template is tried first
Second, General - General invoice next
Third, Click – Exceptions via fast clicking
Balance between automated and practical
Page 12, February 2008 Form Processing that Works™ www.charactell.com
General Invoice Parameters
Language definitionInvoice
Rechnung
Factura
חשבון
General invoice fieldsInvoice number
Invoice date
Invoice total
Purchase order #
Vendor name
Table item fieldsItem description
Item quantity
Item price
Item amount
Page 13, February 2008 Form Processing that Works™ www.charactell.com
FormStorm InvoicesEX including BillForm
Demonstration
Page 14, February 2008 Form Processing that Works™ www.charactell.com
FormStorm InvoicesEX including BillForm
Summary and Q&A’s
Page 15, February 2008 Form Processing that Works™ www.charactell.com
Next
CharacTell Invoice Processing technology is widely installed & used
Evaluation software available: www.charactell.com/FormStormDownload.html
Support: [email protected], live site chat (when available)
Other questions and requests:
North America contact: Sheri Pilgrim [email protected]
ROW contact:Amos [email protected]
Page 16, February 2008 Form Processing that Works™ www.charactell.com16
Thank You for Your Interest and Time!
