#C
14
LV
REMINDER
Check in on the COLLABORATE mobile app
#C
14
LV
DATA CAPTURE MARKET OF 2014
Dmitri Khanine
Sr. ArchitectECM Solutionshttp://ECMSolutions.ca
Navigating competitive landscape
#C
14
LV
2
Welcome to Session 609!
■ Data Capture Market – Leaders and Major Trends
■ Data Capture Vendor Selection Patterns
■ Understanding components of a Data Capture Solution▪ Scanning, Extraction, Manipulation, Managing
■ Other common traps
■ Oracle Data Capture Tools
#C
14
LV
3
Data Capture Market of 2014
■ Data Capture Market to grow by 12.3% from 2012 to 2016 (According to MRI)
#C
14
LV
4
Market Leaders – Image Processing
■ Kofax
■ EMC Captiva
■ IBM Datacap
■ Knowledge Lake
#C
14
LV
5
Market Leaders - ECM
▪ Microsoft
▪ Hyland Software
▪ Open Text
▪ Lexmark Perceptive Software
#C
14
LV
6
Gartner’s Magic Quadrant for ECM
#C
14
LV
7
Vendor Selection Patterns
■ Go with the leader▪ “Nobody was fired for hiring IBM”
vs.
■ Look for a good match▪ Dig deeper and find a good match
overall
vs.
■ Save money▪ “Penny wise...” trap
#C
14
LV
8
Finding a perfect match
#C
14
LV
9
How to find a perfect Data Capture Solution?
■ Ignore:▪ "Fastest"
▪ "Rich in features"
▪ "World leading“
▪ "Multi-function"
■ Instead: ▪ Understand the internals of a Document Capture Solution
#C
14
LV
10
Understanding Document Capture
■ Begin with your contentlife cycle
▪ Scanning
▪ Extraction
▪ Image Management
#C
14
LV
11
Volume Considerations
■ 50 scanned documents per week vs. 100,000 documents per week require different solutions!
■ Peak or irregular workloads
■ With low volumes almost any scanner would do
▪ MFP
▪ Desktop scanners
■ High volumes require different scanners
#C
14
LV
12
Image Enhancements
■ Important when smart phones and other devices are used to capture image
■ Various image enhancements available:▪ De-skew, De-speckle, Shadow removal ...
■ Many products offer them:▪ Kofax Vrtual ReScan, Oracle Capture ...
■ Need to be careful using them with legal documents
#C
14
LV
13
Other factors
■ Paper separation and double feed detection
■ Possible paper jams detection
■ Detection of paper clips and staples
■ Your operating conditions▪ High humidity may cause a lot more double feeds...
#C
14
LV
14
Other Intake Mechanisms
■ Import feature in the software will let you bring them into your extraction stage without having to print and re-scan them
■ Applies to documents coming from:
▪ Email attachments
▪ Shared Drives
▪ Fax
#C
14
LV
15
Data Extraction
■ Critical question: "What information do you wish to extract?“
▪ Full page
▪ Just a small area: i.e. invoice number
▪ A number of data fields
▪ Text or graphical information – i.e. engineering drawings
■ Complexity of your extraction requirements will define the capabilities of your extraction software
■ Volumes
#C
14
LV
16
Types of documents
■ What types of documents will you handle?
▪ One type
▪ Small number of types
▪ Diverse types of documents
▪ A mixed bag of different document types in one batch
#C
14
LV
17
Extraction intelligence
■ Do you require custom business logic applied at extraction time?
▪ Database lookups
▪ Validate against lists of values
▪ Custom processing logic
■ Some tools like Oracle Capture and Oracle Forms Recognition offer full set of API for custom extraction time logic...
#C
14
LV
18
Image Management
■ What happens once image is captured and information extracted?
▪ Version control
▪ Indexing
▪ Content Management
▪ Distribution
▪ Cleansing
▪ Publishing
▪ Search
▪ Retention
#C
14
LV
19
Image Annotations
■ Do you require watermarking and image augmentation as part of your workflow?
▪ WebCenter Imaging is of the tools that provides these features
▪ Watermarks must not be applied to the original image
#C
14
LV
20
Record and Retention Management
■ Flag outdated content for deletion or archiving
■ Manage physical and electronic records
■ Ensure regulatory compliance
■ Implement complex processing rules
■ Consider Oracle WebCenter Records!
#C
14
LV
21
Licensing Considerations
■ Be sure to consider:
▪ Per document charges
— Kofax is known to charge per document for it’s scanning and capture solutions
— Solution gets progressively expensive as volumes grow!
▪ Reseller pricing
— Sometimes it is more cost effective to deal with reseller then company themselves
#C
14
LV
22
Other common traps
■ Switching vendors without due analysis
▪ Do your homework on why are you switching:
— Lack of features?
— Delivery issue?
— Other reasons?
#C
14
LV
23
Business Requirements
■ Tighten your requirements
▪ Apply 80/20 rule
▪ Capture solutions can get expensive
▪ Consider scaling up gradually
■ “One BA with a pen outsmarts 20 developers with latest computers"
#C
14
LV
24
Oracle Data Capture Tools
#C
14
LV
25
Oracle Capture
■ Excels at:▪ Image Enhancements,
▪ Flexible import tools,
▪ Manually assisted indexing
▪ Generation of searchable PDF/A
■ Documents can be fed into WebCenter Content or WebCenter Imaging for:▪ Image manipulations
▪ image-centric workflows
▪ Full document management capabilities
#C
14
LV
26
Image Enhancements in Oracle Capture
#C
14
LV
27
Manual Assisted Indexing
#C
14
LV
28
Oracle Capture – Real Life Stories
■ Dramatic productivity improvements with adding OCR and mapped fields as opposed to manual check in
▪ About 3 min per document down to 33 seconds for one client
▪ 1.5 min to 22 seconds for another
■ See whitepaper for full client stories
#C
14
LV
29
Oracle Forms Recognition
■ Excels at:
▪ Automatically recognizing and extracting large number of document types
— Header information and line items
— Applying custom validation
▪ Large volume unattended processing
▪ Integration with EBS, PeopleSoft and Oracle WebCenter
#C
14
LV
30
Forms Recognition
■ Verifier – Exception Processing Screen:
#C
14
LV
31
OFR e-Business Suite integration
▪ Extracted information sent to EBS
▪ The document available from within the EBS as attachment:
#C
14
LV
32
Oracle End To End Capture Solutions
■ Seamless integration:
▪ Scanning and Import
▪ Image Enhancements
▪ Data Extraction
▪ Content management
#C
14
LV
33
Conclusion
#C
14
LV
34
Conclusion
■ Data Capture market is growing and so is number of choices
■ Be smart when designing your data capture solution:
▪ Don’t let complexity and hype influence your decisions
▪ Consider using this slide deck as your check list
▪ If you have Oracle products – consider staying with Oracle first!
#C
14
LV
35
About Us
■ ECM Solutions does▪ Oracle WebCenter Implementation, Support and Training
■ We also▪ Help you “Awe Your Business Users” with Dynamic User
Interfaces
■ Check www.ecmsolutions.ca for real life user stories
#C
14
LV#
C1
4LV
Please complete the session evaluation on the mobile appWe appreciate your feedback and insight
This box will have simplified instructions about how to complete the session evaluation online