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ZiaOne IAS Invoice Automation System (IAS) featuring Extraction as a Service ™ Pat Myers EVP and Co-Founder Zia Consulting [email protected] Gi Lee Principal Solutions Engineer Zia Consulting [email protected]

ZiaOne IAS - Invoice Automation System Featuring Extraction as a Service

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ZiaOne IAS

Invoice Automation System (IAS)featuring Extraction as a Service ™

Pat MyersEVP and Co-Founder

Zia [email protected]

Gi LeePrincipal Solutions Engineer

Zia [email protected]

• 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 ™

IPC Demo

• Point-to-Point

• Enterprise Service Bus (ESB)

ZiaOne Accounting/ERP Integration

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

Zia [email protected]

Gi LeePrincipal Solutions Engineer

Zia [email protected]