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Point of Origination Storyboard
Positioning and PitchFrankfurt, 31. J anuar 2013
Michael Schuler / Boris Knie
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Storyboard zuPoint of Origination
Vorstellung des Storyboards fr Point of Origination
Verwendung dieses Verkaufsinstruments prsentieren
Zustzliche Kompetenz, neue Ideen und schnellere
Abschlsse im Verkaufsprozess
Out-of-the-Box-Demo: Fallbeispiel fr Point of
Origination (gespeichert auf Ihrem USB-Stick)
2
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In diesem Storyboard verwendete Produkte
Microsoft Windows 2008
Microsoft SharePoint 2010
Microsoft Office 2010
Storyboard zuPoint of Origination
3
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Um dieses Storyboard nutzen zu knnen, mssen Siezertifizierter Partner fr folgende Produkte sein:
Kofax Capture
Kofax Capture Import ConnectorKofax Mobile Capture
Kofax Web Capture
Kofax Front Office ServerNhere Informationen und Hinweise zur Zertifizierung unter:
http://www.kofax.com/training/
Storyboard zuPoint of Origination
4
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Storyboard
Point of Origination
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Storyboard zu Point of Origination Zusammenfassung
6
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Vor welchen Herausforderungen stehen Unternehmen heute?
Consumer-Technik
Smartphones,mobiles Arbeiten,On Demand-
Erwartung
Compliance und Vorschriften
Gesetze und
Compliance-Auflagen, regionale
und nationaleFinanzvorschriften
Verarbeitungskosten
Hoher Anteil anmanueller
Verarbeitung,Dokumenten-versand und
-aufbewahrung
Kundenservice
AnspruchsvolleLieferanten undKunden, interner
und externerDruck
7
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Vor welchen Herausforderungen stehen die Finanzfunktioneneines Unternehmens?
Consumer-Technik
Smartphones,mobiles Arbeiten,On Demand-
Erwartung
Compliance und Vorschriften
Gesetze und
Compliance-Auflagen, regionale
und nationaleFinanzvorschriften
Verarbeitungskosten
Hoher Anteil anmanueller
Verarbeitung,Dokumentenvers
and und -
aufbewahrung
Kundenservice
AnspruchsvolleLieferanten undKunden, interner
und externerDruck
8
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Verzgerungen
... Qualitt und Audits ...
Ineffiziente manuelle
Prozesse
Kundenzufriedenheit istentscheidend
Nie zuvor w ar d ie Er fassung von Dok um ent en
und Dat en d i rek t am Eingangs- bzw.
Ursprungspunkt w ich t iger.
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Systeme /
Prozesse
Zentrale FunktionenNiederlassungenE-mails und Anlagen?Multifunktionsgerte?Mitarbeiter im Heimbro?
Grenzen der Firma
Was versteht Kofax unter Point Of Origination?
Aussendienst Mitarbeiter?11
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Systeme /
Prozesse
Zentrale FunktionenNiederlassungenE-mails und Anlagen?Multifunktionsgerte?Mitarbeiter im Heimbro?
Grenzen der Firma
Was versteht die Kofax unter Point Of Origination?
Aussendienst Mitarbeiter?
Unter nehm en meis t fok uss ier t a uf zent ra le
Erfassung
Signi f ik ante Prozessbeschleunigung dur ch f r he
Er fassung, egal an w elchem Or t
Ris ikomin imierung durch erhhte
Prozesst ransparenz
12
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Systems /
Processes
Central funct ions?Remote branches?E-mails and attachments?Multi-function devices?Home workers?Aussendienst Mitarbeiter?
Company Boundary
Was versteht Kofax unter Point of Origination?
Versch iedene Po in t s o f Orig ina t ion
Vers c hiedene Medien
Versc h iedene m anuel le Sc hr i t t e
Versc h iedene Ak t oren bet e i l ig t
Wo sind ihre Points of Origination ?
14
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Welche Ihrer Prozesse sind komplex?Sind sie abhngig von Informationen, demDokumentationsfluss und der Zuarbeit durchinterne und externe Quellen?
Wie ist Ihr Personal verteilt? Gibt es Arbeit
von zu Hause, externen Standorten oderunterwegs?
WelchemZeitdruckunterliegen IhreProzesse? Wie behindert derDokumentenfluss diese Prozesse?
Wo liegen Ihre Points of Originations?
Is t Ih r Unter nehmen in der Lage, d iese
Herausforderungen zu meis t er n?
Sc hauen w i r uns an, w ie Kofax he l fen kann,
Dokum ente d i rek t am Po in t o f Or ig ina t ion im Unt er nehmen zu er fassen.
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Die Kofax-Lsung fr diese
Herausforderungen
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Produktvision und -strategie unsere Leitprinzipien
Lsungen fr Capture Enabled BPM
Point of OriginationInhalte am Ort ihres Entstehens erfassen
Touchless ProcessingManuelle Eingr iffe im Geschftsprozess durch Automatisierung reduzieren
Enterprise ReadyEinhaltung gesetzlicher Vorgaben
Kompatibil itt mit bestehender IT-Infrastruktur und vorhandenen Applikationen
12
3
Point of Origination
Touchless Processing
Enterprise Ready
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Paper
Fax
SMS
XML
Office
Eine Welt der verschiedensten Medien und Formate
Mobileapplications
Electronicformats
Paperdocuments Social
collaboration
Social
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Was passiert OHNE Kofax Technologie?
EntscheidenVerstehen
Was mussdamit geschehen?
Um washandelt es sich?
ECM/RM Database
SharePoint
Portal ERP/LOB/CRM
Paper
Fax
SMS
XML
Office
Social
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Das Nutzenversprechen: Capture Enabled BPM
ECM/RM Database
SharePoint
Portal ERP/LOB/CRM
Entscheiden
Verstehen
EntscheidenVerstehen
Paper
Fax
SMS
XML
Office
Social
BPM
INFORMATION CAPTURE
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Das Nutzenversprechen: Capture Enabled BPM
ECM/RM Database
SharePoint
Portal ERP/LOB/CRM
Entscheiden
Verstehen
DecideUnderstand
Paper
Fax
SMS
XML
Office
Social Extrahieren
Validieren
Kommunizieren
Separieren
Klassifizieren
Erfassen
Erfassungam
Point of
Origination
BPM
Enterprise
Ready
Touchless
Processing DynamicCase
Management
Capture
Enabled
BPM
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Capture Enabled BPM beflgelt auf vielen Ebenen
Erfassung von Informationen & Verwaltung von Geschftsprozessen
von berall
Bessere Integration aller
Prozessbeteiligten
Wettbewerbsvorteile
sichern
Hheres
Geschftsvolumen, bei
gleicher Mannschaftsstrke
Kostensenkung,
Transparenz & Einhaltung
von Regularien
Geringere Betriebskosten
Besserer Kundenservice
Agilere Prozesse
Erhhte Effizienz
Schnellere Prozesse
Hher Datenqualitt
Grssere Produktivitt
CaptureEnabled
BPM
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Wie sieht es mit der Bildqualitt in diesem verteiltenErfassungsszenario aus?
23
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Wie berwachen wir ein so komplexes System?
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http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-8http://images.google.com/imgres?imgurl=www.planetpdf.com/planetpdf/images/f1040a2.gif&imgrefurl=http://www.planetpdf.com/mainpage.asp?webpageid=2128&h=582&w=450&prev=/images?q=tax+form&svnum=10&hl=en&lr=&ie=UTF-8&oe=UTF-87/29/2019 2.2_Kofax Partner Connect 2013_Point of Origination Strategie-Positionig and Pitch
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Fallbeispiel Point of Origination
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Vertrag Stundenabrechnung
Dokumente vonSubunternehmern
Tabelle mit Steuerdaten
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Point of Origination1
Erfassen
Scannen Klassifizieren Validieren ExportierenExtrahieren
Tochless Processing2
Umwandeln
Point of Origination Mobile Erfassung
Weiterleiten
Enterprise Ready3
Weiterleiten
Systeme/
Prozesse
27
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Point of Origination1
Point of Origination Erfassung im Webportal
Erfassen
Scannen Klassifizieren Validieren ExportierenExtrahieren
Umwandeln Weiterleiten
Touchless Processing2 Enterprise Ready3
Weiterleiten
Systeme/
Prozesse
29
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Point of Origination1
Point of Origination Erfassung mittels Multifunktionsgert
Erfassen
Scannen Klassifizieren Validieren ExportierenExtrahieren
Umwandeln Weiterleiten
Touchless Processing2 Enterprise Ready3
Weiterleiten
Systeme/
Prozesse
30
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Point of Origination1
Point of Origination Neue Funktion am MFP mit Sharepoint
Erfassen
Scannen Klassifizieren Validieren ExportierenExtrahieren
Umwandeln Weiterleiten
Touchless Processing2 Enterprise Ready3
Weiterleiten
Systeme/
Prozesse
31
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Point of Origination Erfassung per E-Mail
Erfassen
Scannen Klassifizieren Validieren ExportierenExtrahieren
Umwandeln Weiterleiten
Touchless Processing2 Enterprise Ready3
Weiterleiten
Systeme/
Prozesse
Point of Origination1
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Point of Origination Zentrale Ablage aus allen Quellen
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Demo des Fallbeispiels
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Vielen Dank!