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ZiaOne IAS
Invoice Automation System (IAS)featuring Extraction as a Service ™
Pat MyersEVP and Co-Founder
Gi LeePrincipal Solutions Engineer
• Vast Majority are still “paper” invoices• Current (Manual) Processes are Costly
– as much as 4x the cost per invoice• Error Prone • Lack of Strategic Insight
• Problem or Opportunity?• 70% report that AP/AR Automation have
Excellent/Good ROI (AIIM)
What’s The Problem?
• “No two invoices are the same”• Where to find – Supplier Details, PO Number,
Invoice Number, Subtotal, Taxes…• Previous approaches haven’t really worked
(Templates / List of Variables)
Why is it so difficult?
The Problem:• Online Sales of Replacement Parts• Expanding Product Categories & Items
• More Vendors • More Invoices / Invoice Types
Zia Case StudyeReplacementParts
The Solution:• Digitization with Fujitsu Scanners• Intelligent Capture with Ephesoft
• 1/5 the cost of proprietary alternatives• Scalable platform for future growth
• Integration with homegrown ERP system
Zia Case StudyeReplacementParts
The Results:• Less than 3 month project• Hundreds of hours of employee time• Improved invoicing accuracy• Reduced paper waste / physical storage
Zia Case StudyeReplacementParts
• Any Source – Email, Web Upload, Mobile Capture• Any Form – Paper, PDF, Word and more…
• ZiaOne Content Hub• Extraction as a Service ™• Accounting/ERP Integration• Zia OneView
ZiaOne Invoice Automation System
• Document Repository• Supplier Portal• Email Integration• Document Capture
• Electronic Document Management• Version Control, Audit Trails• Open Platform / Open Standards
• Records Management
ZiaOne Content Hub
• Intelligent Document Capture (IDC) technology
• Classification AND Extraction without bar codes or separator pages
• OCR/ICR
• Bulk Processing (“Mailroom Automation”)
• Individual Documents (“In Process Capture”)
ZiaOne Extraction as a Service ™
End-to-End Analytics
• Initiate, Validate, Track, Close
• Actionable Data for Management
• Business Intelligence (BI) Integration
• Reporting Systems Integration
• Compliance Systems Integration
Zia OneView ™
Zia Case StudyBSA
The Problem:• 1,000 Employees + 1,400 Contractors• 8 Branches• Immediate Needs + Long-term Goals• Processing & Approvals
Zia Case StudyBSA
The Solution:• Scan/Email/Upload to Ephesoft for OCR
Extraction• Data & Metatags Exported to Alfresco• Workflow for Review, Comments, Approval• Integration with Pronto ERP• Searchable Records based on Retention Policies
Zia Case StudyBSA
The Results:• Automation of Invoice Process
• Email based workflow• ERP/ECM integration via Webscripts
• Initial Rollout to 100 users in AP• Adding Additional Business Operations
ZiaOne IAS
Questions?
Pat MyersEVP and Co-Founder
Gi LeePrincipal Solutions Engineer