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Moving on From Kofax... Why, How, and Where?

Date post: 15-Apr-2017
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Moving On from Kofax
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Page 1: Moving on From Kofax... Why, How, and Where?

Moving On from Kofax

Page 2: Moving on From Kofax... Why, How, and Where?

Today’s Presenters

Phil RobinsonSVP Business Development

Zia [email protected]

Pat Myers EVP & Capture Lead

Zia [email protected]

Page 3: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Why, Where, & How Ownership Changes (Again) “Mature” KTM (& Other Issues) You Want BPM With That?

OR... Ephesoft SmartCapture®

Zia’s Migration Methodology

Page 4: Moving on From Kofax... Why, How, and Where?

Kofax to Lexmark to Apex?

Page 5: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

What is the Strategy? ReadSoft + Perceptive + Kofax

(and 17 others) Optimize for Profitability

(vs. Invest in Innovation) Let the Market Decide Which

Technology Wins… Shareholder Value

(vs. Customer Value)

Page 6: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Vs. Ephesoft: What is the Strategy? Privately-Held and Independent ~500 Enterprise Customers Focused on Capture Innovation

2010 – SmartCapture® 2013 - Web Services APIs 2014 – Mobile SDK 2015 – Universe Document Mining

Page 7: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Comparing Capture PlatformsKofax KTM Ephesoft SmartCapture®

Page 8: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

KTM vs. SmartCapture® Continuous Innovation Thin Open Platform Java-Based Windows/Linux

“Mature” Product Thick + Thin Closed Platform Proprietary

(WinRap?) Windows

Page 9: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

KTM vs. SmartCapture® Easy to Train Admins

and Users Low Volume of

Documents to Train System (1-2)

Robust Web Services/APIs

Complex for Admins and Users

High Volume of Documents to Train System (25-50)

Lacking Web Services/APIs

Page 10: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Ephesoft Web Services APIs Alternative to Mailroom Automation

Enable Intelligent Workflows Smart Repositories/Business Applications

Over 40 Different API Calls in Ephesoft Enterprise: Ephesoft Batch Class Administration Real-Time Transaction Processing Image Conversion and OCR

Page 11: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Zia’s In-Process Capture Utilizing Ephesoft Web Services Insurance, Banking, Accounts

Payable, Contracts Automation Embedded into:

ECM (Alfresco) BPM (Activiti) Core Business Systems Portal/Website

Page 12: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Comparing Capture PlatformsKofax KTA Ephesoft SmartCapture®

Page 13: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

You Want BPM With That? 2016 Claim: 50% of Kofax Business Driven by BPM

(AIIM Annual Conference) Introducing Kofax KTA

45-Step Workflow Process to Enable Capture Licensing Required for Every Component (aka

Costly) Enterprise-Tested/Proven (i.e. Volume)?

“Buy a House… to Get a Couch”

Page 14: Moving on From Kofax... Why, How, and Where?

Demo

Page 15: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Getting Started with KTA How to Learn

5 Weeks Training (if already understand KTM/Capture) vs. 5 Days for Ephesoft

How to Budget Complex (“They Don’t Even Know”) vs. One-Page Pricing

Subscription or License No Click/Page Charges

Page 16: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

To Summarize: Ephesoft = Innovation

First fully-functional Advanced Capture Platform

First RESTful API Toolkit First Mobile SDK with No Per User

Charge Universe Document Mining First to Incorporate MFPs, Scanners,

Mobile & Electronic with Advanced Capture

Page 17: Moving on From Kofax... Why, How, and Where?

Demo

Page 18: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Why Not Move? Migration Costs Migration Risks Disruption to Business

Page 19: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Why Migrations Fail Wrong Business Scenario

Chosen Lack of Overall Vision Disregard User

Experience Over Customization &

Slow Delivery

Page 20: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Keys to Success Ease of Use (aka User

Adoption) High Business Value Get a Quick Win Experience AND

Methodology are Critical

Page 21: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Getting Started = ROI

Start with Business Justification

Understand AND Sell the ROI

Don’t Go It Alone

Assess Current Situation

Determine Costs

(HW, people, storage)

Benefit to LOBCost of Doing Nothing

Break it Down

Page 22: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Prove It! Insurance Solutions

8 hours to 15 minutes Mortgage Solutions

700% ROI Invoice Automation

SAP, Oracle/Peoplesoft, Custom Accounting Software

Page 23: Moving on From Kofax... Why, How, and Where?

Who is Zia?

EST.

2003Boulder, CO

CriticalNot

Casual

Controlling Chaos +

Delivering Rapid ROIProcess

& Integrati

on

OpenPlatform

s

Content People

Page 24: Moving on From Kofax... Why, How, and Where?

©2016 Zia Consulting, Inc

Next Steps Zia + Ephesoft

Partner of the Year Solution Accelerators

Solution Demo for YOUR business “Managed” Enterprise Trial Ephesoft Innovate: ephesoftinnovate.com Zia’s Upcoming Events: ziaconsulting.com/events-calendar Zia Resource Library: ziaconsulting.com/resources

Page 25: Moving on From Kofax... Why, How, and Where?

Questions?

Phil RobinsonSVP Business Development

Zia [email protected]

Pat Myers EVP & Capture Lead

Zia [email protected]


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