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Kofax TotalAgility 7 Essentials
Shane McCartney - Lead Instructor
Module 01-1
Introduction to the Kofax TotalAgility 7 Essentials Course
Class Training Overview
Course Structure
Classroom Environment
Course Materials, Software, and Hardware
Course Objectives
Course Roadmap
Exam Registration
3
Course Structure
Presentations
Demonstrations
Hands-On Practice Labs
Topic Q&A & Daily Review
4
Classroom Environment
Amenities & Fire Exits (Classroom Only)
Four Days (optional 5th day am for exam)
Daily Schedule
Start 08:30
Break 10:00 – 10:15
Lunch 12:30 – 13:30
Break 15:00 – 15:15
End 16:30
Optionally 5th day am to complete the exam
Covers Kofax TotalAgility 7
5
Course Materials, Software, and Hardware
Student Guide, Lab Guide, Flash Drive
All course materials + Installation files
Environment & Logins
VMWare image
Username: Trainee
Password: W0rkstation
Labs build in complexity
Additional self-learning modules
6
Course Roadmap
7
Day 1
Overview of Kofax and TotalAgility, Installation and Server Settings
Create a basic Capture Process
Create Resources
Create a Separation Profile, Folder Type Extraction Group and
Classification group
Day 2
Configure process properties, Variables, Capture nodes
Create a Website, Forms and Navigation
Configure Classification
Configure Extraction
Create a basic BPM Case based process
Course Roadmap
8
Day 3
Variables and Data Access
Email Notification
Document Creation
Forms, Navigation and Security
Re-designing Forms
Day 4
Configuring Capture and Personal Loan Process
Configuring Email and MFP as Capture Input Sources
Optional – Mobile and Scanners and as Capture Input Sources
Exam Preparation
Important Note
This is an Essentials class. It provides an overview to Kofax
TotalAgility 7.
Other classes are available for a more in-depth understanding of
TotalAgility 7.
9
Exam Registration
http://training.kofax.com
(no “www”)
REGISTER FOR EXAM
10
Exam Registration
Exam: KTA 7 Essentials
eVoucher Number:
Provided to you
Email: Your Work Email
Address
11
Class Training Overview
Introduction to Kofax, Inc.
What is Kofax TotalAgility 7?
Platform Concept
Single Platform for Smart Process Applications (SPA)
Business Process Management
Dynamic Case Management
12
Class Training Overview (cont.)
Single Platform for Multi-Channel Capture (MCC)
Mobility Services
Capture Services
Transformation Services
Awareness and Collaboration Services
Analytics & Business Intelligence (BI) Services
Data Integration Services
13
Introduction to Kofax, Inc.
14
Leading provider of smart
process applications that
simplify the business critical
First Mile™ of information
intensive customer interactions
Kofax – Global Presence
15
Successful
Customers: 20,000+
Software seats: 150,000+
ERP, CRM, LOB integrations: Tens of thousands
Public on LSE and NASDAQ: KFX
Headquarters: Irvine, CA
Employees: 1,200+ in 30 countries
Channel partners: 800+ in 70 countries
Kofax TotalAgility 7 – Value Proposition
Seven Ways to Make Your First Mile Smarter: (http://www.kofax.com/smart-process-application-platform)
1. Leverage Mobility
2. Reduce time between engagement and action (no latency)
3. Empower customer (keeping them informed via email, text, web)
4. Reduce complexity and effort to drive down costs
5. Self service, reduce work load on Knowledge Workers
Respond to changes quickly gives a better customer experience
Dynamic time change
Reassign work
6. Real-time reports
7. Connection between systems of engagement and systems of record
16
Kofax TotalAgility 7 – A Unified Smart Process Application Platform
17
18
Smart Process Application Platform
Smart Process
Applications
Kofax TotalAgility 7 – The Essential Link
19
Systems of Record are enterprise applications
designed for internal purposes
TotalAgility 7 provides an essential link
between systems of engagement
& systems of record
Results in
an Optimized
Customer
Experience
&
Greatly
Reduced
Operating
Costs
Systems of Engagement generate real time,
information intensive
communications from customers
Platform Concept
Kofax TotalAgility™ 7 dramatically transforms and simplifies the
business critical First Mile™ of real time, information intensive
customer interactions.
It does this by combining market leading capture, business
process management (BPM), dynamic case management (DCM),
collaboration, mobile and analytics capabilities in a single smart
process applications platform that provides an essential
connection between an organization’s systems of engagement
and systems of record.
It unifies everything Kofax does today around mobility, capture,
transformation, and analytics, built on the industry leading
TotalAgility platform.
20
Single Platform for Smart Process Applications (SPA)
21
Awareness
of relevant data & content
Capture & Output
of documents & forms Analysis
of targeted
inputs
Business
Process
Management
to manage the
steps of an
activity
Collaboration
to create content
Embedded BI & analytics
Both process & data analytics
Monitoring, reporting & dashboards
Simulation & predictive modeling
ETL capabilities
Recognizes and processes
key metadata to speed up
processes
Integrates with all information
sources
Leader in Forrester
Multichannel Capture Wave
Captures paper & electronic info
at Point of Origination™
Collaborate via email, IM, SMS & MMS
Integration with Microsoft SharePoint,
Dynamics, Office 365, Lync & Exchange
Server
Leader Forrester Dynamic
Case Management Wave
On-Premise or PaaS
Manage unpredictable
processes
Dynamic Case Management
22
A highly structured, but also collaborative, dynamic, and
information-intensive process that is driven by outside events and
requires incremental and progressive responses from the business
domain handling the case.
Dynamic Case Management — An Old Idea Catches New Fire
Craig Le Clair and Connie Moore, Forrester Research, 2009
Examples: a patient record, a lawsuit, an insurance claim, or a contract
Includes all the documents, data, collaboration artifacts, policies, rules,
analytics, and other information needed to process and manage the
case
A Case is the term given to an instance of a case definition process,
e.g. a fraud case
A case definition has associated case processes which may or may
not be instantiated as part of the case
Kofax TotalAgility 7 Key Applications
23
Customer onboarding or account openings
Investment account transfers
Mortgage & loan applications
Processes requiring trailing documents Financial
Services
Customer onboarding or account openings
New policy quotes
Claim submissions
Processes requiring trailing documents Insurance
New patient onboarding
Claim submissions
Explanation of benefits
Processes requiring trailing documents Healthcare
Kofax TotalAgility 7 Key Applications
24
Citizen benefit enrollments
Claim submissions
License & permit applications & renewals
Trailing documents Government
Supply Chain Accounts payable automation
Manufacturing
Transportation & logistics
Wholesale
Retail
Other Industries Business process
outsourcing
Industrial & energy
Utilities
Telecom
Traditional Capture to Process
25
Customer
Designed for upfront capture tasks
“Act & React” to issues encountered in the business process
Limited end-to-end visibility for employees or customers
Capture Workflow
Downstream Business Process
Downstream errors & re-scans cause
delays & impact customer experience
Single Platform for Multi-Channel Capture (MCC)
26
Single End-to-End Customer Facing Business Process
Customer
Capture in Process for Improved Customer Interactions
Designed for both upfront & trailing capture tasks
“Act & Interact” in real time to issues encountered in the business process
Full end-to-end visibility for employees & customers
Capture Sub-Process Capture Sub-Process Engagement Engagement
Customer Customer
Kofax TotalAgility Target Applications (MCC)
27
Applications
All Multi-Channel Capture Applications in a Single Platform
Mobility Services
28
Smart Mobile Apps
Mortgage Automation
Customer Onboarding
Claims Processing
Underwriting (New Business)
Patient Onboarding
Mobile Quote
Mobile Pre-registration
Mobile Onboarding
Mobile Mortgage
AP Automation
Mailroom Automation
Mobile Capture
Platform for Mobile-Centric, Low Latency Processes
29
Cross-Sell/Service with HTML5 content unique to the customer
Single platform for mobile-centric processes – low TCO, fast time to market
Develop multiple apps on a single platform
Render on any device (Mobile, Tablet, MFP, Web Portal)
Mobile SDK available for TotalAgility 7 integration with existing native apps
Extend Capture
Extend HTML5 Forms
Extend Processes
Extend Business Rules
Extend Collaboration
Reduced Process Latency
Kofax or Customer Mobile App
Analytics & Business Intelligence Services
30
Data Integration Services
31
Capture & deliver all information types into
SharePoint & Office 365
Manage & automate case management
& end-to-end processes in SharePoint
Extend capabilities of Dynamics to support
BPM & Dynamic Case Management
solutions
Capture at the Point of Origination™ with
mobile capture
Cloud computing services leveraging
Windows Azure
Lync communication capabilities for
process & case management
Leverage Microsoft developer tools
Kofax TotalAgility Overview
Kofax TotalAgility 7 combines capture, process management,
analytics, and mobile capabilities into a single unified platform
Multiple capture mechanisms
Web Scan, Mobile, Email, Watched Folders, MFP
Image enhancement capabilities
Classification, separation, and extraction capabilities
Bar code/patch code separation classification
Standard and trainable document separation
PDF generation capabilities
Thin client document review, validation, verification
32
Kofax TotalAgility Overview..
Uses Kofax License Server
Support for existing Kofax Export Connectors
Kofax Reporting support
Form Designer
Full SPA (BPM) product for downstream processes
33
Product History
34
Kofax TotalAgility was first released in March 2000, currently v7.1
v6.0 released in Nov 2012 (full .NET, On-Premise or Cloud (Azure))
Previous version was 5.5 (built as COM+ and (SOA) to exploit MSDTS and .NET
Kofax TotalAgility 7 is the integration of Kofax Web Capture, Kofax
Transformation Toolkit, and TotalAgility components and functionality
Microsoft-based, but built for interoperability with other systems
Note: A migration path is supported to go from v5.5 and v6.0 to Kofax TotalAgility7
Underlying Technology
35
Architecture
Designer – Silverlight
Transformation Designer – Windows Application
Workspace – Out of box run time thin client
Web Forms – HTML5 / JavaScript
Exploits Microsoft .NET architecture
Number of services e.g. TotalAgility Core Worker makes its easy to
adopt, deploy, integrate with existing systems, and scale
Components
Web Server
Application Server (Orchestration and Transformation)
Database Server
Underlying Technology (cont.)
36
Integration
Database Connections (SQL server)
Web Services (REST, WCF, SOAP)
.NET Assemblies
On-Premise Export Connectors for Capture
Additional On-Premise LOB Connectors:
HP Trim, CMIS, MS Exchange, MS SharePoint, MS Dynamics CRM,
MS Dynamics AX
Other BPM/DCM Features:
Simulation, Import from XPDL and Visio, Outlook client integration
Kofax TotalAgility Architecture Diagram
37
Orchestration
Server
Web Server
Transformation
Server
Database
Server
Image
related
processing
Standard/non
image related
processing
WCF Web services TCP/IP ADO.NET
Web Browser
Http TotalAgility
Documents
TotalAgility
TCP/IP ADO.NET
Kofax TotalAgility Designer and Transformation Designer
The TotalAgility Designer is a design time web based
Application that allows you to:
Design capture processes, case and business processes,
sites, and forms
The Transformation Designer is a windows application that
allow you to configure/train classification, separation, extraction
etc.
The Workspace is a runtime HTML5/JavaScript thin client that
allows you to:
Create an instance of a process
Scan documents
Administer run time jobs
38
Kofax TotalAgility Designer (cont.)
39
The Designer is an easy-to-use, graphical environment for
modelling, design, analysis, simulation, and testing of processes and
forms
It is the design environment with the following components:
Kofax TotalAgility Designer – Process Designer
The Process Designer helps you model business processes
through a user-friendly graphical modelling environment
Processes are saved in the database as XML files
40
Kofax TotalAgility Designer – Form Designer
The Form Designer helps you create workflow forms (screens)
based on Kofax TotalAgility processes, without the need for
extensive programming
Forms are specified in the XML-based message definition, and
held in the database and rendered by a Forms Server
41
Kofax TotalAgility Workspace (cont.)
The Workspace is the interface for run-time users of Kofax TotalAgility 7
Knowledge workers and capture operators receive and process work
Managers can dynamically manage and optimize work within their teams
Administrators can monitor the system
All done in a thin client, HTML5 environment
42
Kofax TotalAgility Transformation Designer (cont.)
The Transformation Designer is a design time interface configuring
classification, extraction, validation, separation etc.
Can train TotalAgility system to recognise documents/extract data
43
But wait…There’s more!!!
44
NOTE: This is an “essentials” class. It provides an
introduction to Kofax TotalAgility 7. Other classes are
available for the more advanced capabilities of the product.
Ready?
45