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DOCUMENT<br />
M A N A G E R<br />
Dm<br />
www.document-manager.com<br />
DOCUMENT MANAGEMENT<br />
IMAGING & CAPTURE<br />
WORKFLOW/BPM<br />
CONTENT MANAGEMENT<br />
All is lost?<br />
The huge challenge of finding<br />
our documents<br />
Eco-friendly:<br />
The new approach for Digital<br />
Transformation<br />
Pupil power:<br />
Scanning in the education sector<br />
Slow progress:<br />
Will the NHS ever be paperless?<br />
Ready to go:<br />
Preparing for GDPR<br />
NEWS • PRODUCT FOCUS • USER PROFILE • INTERVIEWS<br />
ISSN 1351-3222 Vol 25 No 3 May/June 2017
Deliver world-class<br />
education with Canon<br />
from Northamber<br />
Enabling Richer<br />
Learning Experiences<br />
Students demand outstanding learning experiences at every<br />
stage of their education. Pre-school children are starting to<br />
leap ahead in smart technology use. Schools and colleges are<br />
being challenged to make learning more personalised, with<br />
access to resources at all times and from any location.<br />
These issues have become key concerns for parents and children choosing<br />
the best places for their education, which can cause financial challenges<br />
for educational institutions: a smaller cohort means less money to invest.<br />
Choosing the right technology and services can help you create world-class<br />
educational experiences for students, while helping to reduce costs and get<br />
excellent value from your budgets.<br />
• Information sharing<br />
• Student case fulfilment<br />
• Compliance management<br />
• Internal & external<br />
communications<br />
• Cost and energy<br />
management<br />
• Finance & procurement<br />
• Central print and<br />
personalisation<br />
The essential communication, process management, printing and information capture needs of schools,<br />
colleges and universities remain constant. Similarly, the challenges of cost control, service quality and<br />
providing outstanding student experiences are universal.<br />
Talk to the award-winning document management experts at<br />
Northamber on 020 8287 3000, about the full range of Canon scanners.<br />
Call us on<br />
020 8287 3000<br />
northamber.com | follow us<br />
©Northamber 2017 E and O.E. April ‘17<br />
Total Distribution<br />
DMmagPgAd-Canon_20611.indd 1 07/04/2017 15:38:46
Dm<br />
COMMENT<br />
This issue of Document Manager includes a<br />
preview of probably the second most eagerly<br />
anticipated event in the DM/ECM industry<br />
calendar (after our own DM Awards, of course!) -<br />
the AIIM Forum UK, which takes place on June 21st<br />
in London. The show has 'slimmed down' since its<br />
earlier incarnation as the AIIM Roadshow that<br />
travelled the UK a few years ago, but it remains the<br />
biggest and best showcase for the sector, with an<br />
unrivalled speaker programme.<br />
Editor:<br />
Dave Tyler<br />
david.tyler@btc.co.uk<br />
News Editor:<br />
Mark Lyward<br />
mark.lyward@btc.co.uk<br />
Publishing Director:<br />
John Jageurs<br />
john.jageurs@btc.co.uk<br />
Sales Manager:<br />
David Hammond<br />
david.hammond@btc.co.uk<br />
Production Manager:<br />
Abby Penn<br />
abby.penn@btc.co.uk<br />
Lead Designer<br />
Ian Collis<br />
ian.collis@btc.co.uk<br />
Circulation/Subscriptions:<br />
Christina Willis<br />
christina.willis@btc.co.uk<br />
Managing Director:<br />
John Jageurs<br />
john.jageurs@btc.co.uk<br />
Published by: Barrow &<br />
Thompkins Connexion Ltd<br />
35 Station Square,<br />
Petts Wood<br />
Kent BR5 1LZ<br />
Tel: 01689 616000<br />
Fax: 01689 826622<br />
Subscriptions:<br />
UK: £35/year, £60/two years,<br />
£80/three years<br />
Europe: £48/year, £85 two<br />
years, £127 three years.<br />
ROW:£62/year, £115/two<br />
years, £168/three years<br />
Published 6 times a year.<br />
Single copies can be bought<br />
for £8.50 (includes postage &<br />
packaging). No part of this<br />
magazine may be reproduced<br />
without prior consent, in writing,<br />
from the publisher.<br />
©Copyright 2017 Barrow &<br />
Thompkins<br />
Connexion Ltd<br />
Articles published reflect the<br />
opinions of the authors and are<br />
not necessarily those of the publisher<br />
or his employees. While<br />
every reasonable effort is made<br />
to ensure that the contents of<br />
articles, editorial and advertising<br />
are accurate no responsibility can<br />
be accepted by the publisher for<br />
errors, misrepresentations or any<br />
resulting effects<br />
From my own conversations with past attendees I know that the round<br />
table and panel sessions are very highly regarded as an opportunity to<br />
interact with experts, analysts and other users to get real life viewpoints and<br />
advice. By showcasing new innovations in the co-located exhibition area, the<br />
event also helps delegates to understand the technologies that are becoming<br />
essential to improving process efficiency, customer service and competitive<br />
edge while maintaining compliance. And best of all, the whole event is free -<br />
see our preview on page 23 for full details of how to attend.<br />
And while I'm blowing the trumpet for events, let me come back to our<br />
own Awards night, which will be celebrating its 11th year in 2017. This is a<br />
remarkable achievement for any awards ceremony given the economic<br />
uncertainties of recent years, but for one with such a narrow technology and<br />
business focus, it is surely even more noteworthy.<br />
David Hammond, sales manager in charge of the DM Awards, is keen to<br />
encourage more new companies to get involved than ever before: "With<br />
most of the Awards decided by voting, the candidates have a part to play<br />
themselves. The impact that companies have made on readers over the past<br />
year will be a factor. We think there is a lot to play for. The marketing that<br />
companies do up to the close of voting will influence the outcome."<br />
I must also mention that there are still sponsorship opportunities available<br />
for this year's awards - if you're interested in using the ceremony as a way to<br />
promote your company's brand, or just in booking a table for the event,<br />
details can be found again on the Awards website, or by contacting David<br />
Hammond direct on 01689 616000 or via email at<br />
david.hammond@btc.co.uk. Nominations will be opening very soon so<br />
watch this space for further announcements!<br />
Dave Tyler<br />
Editor<br />
david.tyler@btc.co.uk<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
3
Dm CONTENTS<br />
2 0 1 7 MAY/JUNE<br />
10 12 14 30<br />
Contents<br />
EDITOR’S comment.....................................3<br />
NEWS roundup...........................................6<br />
• Nuance, Lexmark in new partnership<br />
• Ideagen acquires PleaseTech<br />
MARKET FOCUS: Healthcare ..............................8<br />
STRATEGY: Credit management….................…..10<br />
RESEARCH: Information overload…...............………12<br />
CASE STUDY: Accident Exchange…................……..14<br />
INTERVIEW: Visioneer…..............................…..16<br />
OPINION: Digital Transformation……...................….18<br />
CASE STUDY: St. Columba's School……................…20<br />
EVENT PREVIEW: AIIM Forum UK……......…….…..23<br />
STRATEGY: GDPR…........................…………..24<br />
INFRASTRUCTURE: Capture….......................….26<br />
MARKET FOCUS: Education….......................…..28<br />
CASE STUDY: Hilson Moran…….................……..30<br />
STRATEGY: Content Services……..................……..32<br />
Features<br />
MARKET FOCUS: Healthcare………...........................................…..8<br />
Storetec's Daniel Johnson analyses some of the reasons why the NHS' race to<br />
go paperless has slowed to a crawl<br />
STRATEGY: Credit management.....................................................10<br />
EASY Software's Howard Frear examines the advantages for organisations<br />
of a more digital approach to the core business process of enterprise<br />
credit management<br />
RESEARCH: Information overload...............................................…12<br />
95% of UK organisations experience challenges when searching for<br />
documents, says new M-Files research<br />
INTERVIEW: Visioneer…………......................................................16<br />
DM Editor David Tyler speaks to Walt Thinfen, President and CEO of Xerox<br />
licensee Visioneer, about the company's technological focus and the<br />
importance of customer service<br />
OPINION: Digital Transformation..................................…...............18<br />
Steve Mulroy, Portfolio Marketing Manager, EMEA Region, Kodak Alaris<br />
Information Management, explains why an ecosystem is key to successful<br />
digital transformation<br />
INFRASTRUCTURE: Capture...........................................................26<br />
Standardising on a single platform for scanning and capture can help reduce<br />
operational costs and improve Enterprise agility, argues ibml's Ashley Keil<br />
STRATEGY: Content Services................................…..................….32<br />
It's time for antiquated ECM suites to give way to modern Content Services<br />
platforms, argues Brendan English, Vice-President at ASG Technologies<br />
4 @DMMagAndAwards May/June 2017 www.document-manager.com
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NEWS Dm NEWS ROUND UP UP<br />
Nuanced partnership for Lexmark<br />
Nuance has announced a<br />
new strategic partnership<br />
with Lexmark to provide<br />
Nuance document<br />
imaging solutions worldwide.<br />
The relationship<br />
includes rights for Lexmark<br />
to sell and distribute Nuance<br />
AutoStore, Equitrac<br />
Office/Express and SafeCom.<br />
In addition, Nuance will provide<br />
service and support to<br />
qualifying customers.<br />
KISS your ECM problems goodbye?<br />
"The primary beneficiaries<br />
of today's news are Lexmark's<br />
customers who now<br />
have access to the industry's<br />
pre-eminent MFP capture<br />
and print management<br />
solutions with AutoStore,<br />
Equitrac and SafeCom," said<br />
Chris Strammiello vp of<br />
global alliances & strategic<br />
marketing, Nuance Document<br />
Imaging.<br />
www.nuance.com<br />
Legacy ECM systems are<br />
complex and force users<br />
to change the way they<br />
work, and as a result, they<br />
suffer from low user adoption<br />
rates. This is illustrated in<br />
a recent survey commissioned<br />
by M-Files and conducted<br />
by Vanson Bourne,<br />
which found that 46 per cent<br />
of businesses still encounter<br />
problems when searching for<br />
documents and information,<br />
despite having a purposebuilt<br />
ECM solution in place.<br />
These difficulties, along<br />
with alternative approaches<br />
and solutions, are explored in<br />
a new intelligence paper<br />
from M-Files and Quocirca.<br />
Julian Cook, VP of UK Business<br />
at M-Files, said: "The<br />
very essence of an ECM solution<br />
is to improve and<br />
enhance information management<br />
within organisations.<br />
However, the problem<br />
with many ECM systems is<br />
that they are not intuitive<br />
and user friendly. As a result,<br />
employees often choose to<br />
bypass the ECM system in<br />
favour of simpler ways to<br />
save, share and manage<br />
information. Thus, the old<br />
inefficiencies and risks to<br />
information security remain."<br />
The M-Files research found<br />
that 59 per cent of businesses<br />
state that their employees<br />
use personal devices or filesharing<br />
applications to access<br />
and share company information.<br />
These unauthorised<br />
practices put company data<br />
at risk. Clive Longbottom of<br />
Quocirca agrees: "These systems<br />
have become widely<br />
used in organisations, creating<br />
new and insecure repositories<br />
of information."<br />
Longbottom believes that<br />
organisations should<br />
embrace the KISS mantra of<br />
'Keep it simple, stupid' when<br />
evaluating ECM platforms<br />
and instituting information<br />
management practices and<br />
policies. Cook added: "By<br />
leveraging an intuitive metadata-based<br />
approach for<br />
organising information by<br />
what it is versus where it's<br />
stored, businesses can break<br />
free from the old folderbased<br />
system and enable<br />
employees to find and manage<br />
information in an easier<br />
and faster manner. This kind<br />
of approach is far more user<br />
friendly, meaning that<br />
employees are much less likely<br />
to turn to other applications<br />
to share information. In<br />
turn, IT departments can<br />
retain control of information<br />
and how it is being used."<br />
www.m-files.com<br />
Added flexibilty for imageFORMULA<br />
Specifically designed to<br />
partner Canon image-<br />
FORMULA scanners, the<br />
new imageFORMULA<br />
Flatbed Scanner Unit 102<br />
(FSU102) enables users to<br />
capture images from both<br />
devices in one operation -<br />
using the same software<br />
driver interface. As the ADF<br />
and FSU102 work together,<br />
users are able to combine<br />
several documents, from<br />
both sources, and create a<br />
single file - improving productivity<br />
for even complex<br />
workflows.<br />
A4 page scanning takes<br />
less than three seconds in<br />
grayscale and under four<br />
seconds in colour. From A4<br />
documents down to smaller<br />
items, such as passports, all<br />
Ideagen acquires PleaseTech<br />
Ideagen Plc, the Nottingham-based<br />
information<br />
management software<br />
provider, has announced the<br />
acquisition of PleaseTech<br />
Ltd. UK-based PleaseTech<br />
specialises in the development<br />
of software solutions<br />
for collaborative authoring<br />
and review of corporate documentation.<br />
PleaseTech has<br />
over 180 customers worldwide<br />
using its PleaseReview<br />
software product including<br />
70% of leading pharmaceutical<br />
and biotech organisations<br />
and four of the largest<br />
defence organisations globally.<br />
The company also has a<br />
significant customer base in<br />
government, transport and<br />
manufacturing.<br />
materials can be captured<br />
quickly and easily, allowing<br />
work to be completed in a<br />
faster timeframe. The<br />
FSU102 enables users to<br />
scan bound documents,<br />
books and fragile media (up<br />
to A4) swiftly and simply.<br />
The FSU102 delivers high<br />
resolution scanning to<br />
ensure crisp detail and perfect<br />
accuracy. As well as<br />
Auto Colour Detection,<br />
Auto Resize and Text Orientation<br />
Recognition, the<br />
device offers impressive<br />
image processing features<br />
including Auto Resolution,<br />
2D Code module compatibility,<br />
Background Smoothing,<br />
Notch Removal and<br />
Dot Eraser.<br />
www.canon.co.uk<br />
Ideagen CEO, David Hornsby,<br />
said the acquisition<br />
would consolidate the company's<br />
position in several<br />
industries, particularly within<br />
Life Sciences. He stated:<br />
"PleaseTech brings to the<br />
Group outstanding intellectual<br />
property in the form of<br />
its PleaseReview software<br />
which will complement our<br />
existing product suite, particularly<br />
helping to strengthen<br />
our position in Life Sciences.<br />
"The acquisition will also<br />
see the integration of<br />
PleaseTech's experienced<br />
and talented workforce into<br />
the wider Ideagen Group<br />
and boosts our existing<br />
client base."<br />
www.ideagen.com<br />
6<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
NEWS NEWS ROUND UP DmUP<br />
Scanners for the digital transformation era<br />
EDM Group has<br />
announced a rebrand<br />
around the theme of<br />
'Paperfreedm', which<br />
encapsulates the company's<br />
drive to minimise<br />
paper usage among its<br />
clients by using the latest<br />
technologies to digitise<br />
information and simplify<br />
data management.<br />
Established in 1974, EDM<br />
Group has continuously<br />
evolved its approach to<br />
information management<br />
from simple scanning and<br />
document storage to<br />
Fujitsu subsidiary PFU<br />
(EMEA) Limited has<br />
unveiled two new document<br />
scanners: the fi-7700<br />
and fi-7600. The new models<br />
are able to capture documents<br />
up to A3 size in a<br />
wide variety of paper<br />
weights in one batch, saving<br />
time and cost for production-level<br />
scanning in a<br />
professional environment.<br />
The fi-7700 model combines<br />
ADF (Automatic Document<br />
Feeder) and flatbed<br />
functionality. Both models<br />
provide a higher level of<br />
flexibility than higher volume<br />
scanners. Users can<br />
load documents easily by<br />
adjusting the rotating ADF<br />
of the fi-7700 to suit the<br />
users' office or workspace<br />
environment.<br />
The straight paper path<br />
allows for very thick materials<br />
to be processed.<br />
The A3 flatbed in the fi-<br />
7700 is well suited for fragile<br />
or oversized documents<br />
like magazines. The fi-7600<br />
model comes with dual<br />
fold-out operating panels<br />
to support left-to-right and<br />
right-to-left scanning scenarios.<br />
These new additions<br />
to the fi Series process a<br />
wider variety of document<br />
qualities, materials, shapes<br />
and sizes without special<br />
settings or operator interaction,<br />
granting the user<br />
even more flexibility.<br />
The fi-7700 and fi-7600<br />
boast scanning speeds of<br />
100 ppm / 200 ipm (A4<br />
landscape, colour,<br />
200/300 dpi) and are optimised<br />
for centralised scanning<br />
of up to 30,000 documents<br />
per day.<br />
www.fujitsu.com<br />
EDM Group embraces Paperfreedm<br />
encompass new technologies<br />
such as Artificial Intelligence,<br />
Robotics and Digital<br />
Mailrooms, enabling<br />
organisations to receive,<br />
capture, store, process and<br />
handle critical information<br />
much more efficiently.<br />
Carol-Ann King, Head of<br />
Global Marketing at EDM<br />
Group, said: "With input<br />
and feedback from clients<br />
and other stakeholders, we<br />
have developed a single<br />
unified global brand identity<br />
for the UK and the US.<br />
www.edmgroup.com<br />
Automated document management<br />
The new IntelliChief ECM<br />
Workbench provides<br />
automated information<br />
capture and indexing from<br />
any source format. Key<br />
data fields are tandempopulated<br />
in enterprise<br />
resource planning systems<br />
(ERP) and line of business<br />
applications without manual<br />
keying, validating data<br />
and lifecycle managing<br />
documentation.<br />
Workflows are configured<br />
to match a company's specific<br />
processes, automating<br />
interdepartmental project<br />
and transaction information<br />
flow, with reporting<br />
capability on data sets of<br />
any ECM-integrated ERP<br />
and business system. Functional<br />
ECM workflow<br />
expansions include:<br />
• Interactive lookups to<br />
simultaneously search,<br />
access and automate additional<br />
documentation into<br />
ECM workflow from user's<br />
ReadSoft Online R9 from<br />
Kofax delivers cloudbased<br />
capture and invoice<br />
processing. The release<br />
automates the accounts<br />
payable process by capturing<br />
invoices, extracting<br />
invoice data and exporting<br />
verified data to ERP,<br />
accounting and other<br />
applications. Key new features<br />
include:<br />
• A new HTML5 interface<br />
offering an intuitive screen<br />
presentation that makes it<br />
easier for developers to<br />
generate interface<br />
improvements.<br />
• Upgraded capture capabilities<br />
with enhanced line<br />
item extraction, learning<br />
and optimisation to readily<br />
identify country-specific<br />
ERP and business system<br />
databases<br />
• Workflow search feature<br />
allowing users to<br />
quickly locate information<br />
in any stage of workflows<br />
• Documentation organisation<br />
flexibility, allowing<br />
users to easily configure<br />
their preference for organising<br />
and viewing information,<br />
based on what's<br />
most functionally appealing<br />
to them<br />
•An Open Page option<br />
to open separate thumbnail<br />
viewing windows to<br />
compare multiple document<br />
pages for on-screen<br />
convenience<br />
•IntelliChief's Data Entry<br />
Window feature is incorporated<br />
into the Workbench,<br />
allowing information<br />
capture and editing as<br />
needed per project or<br />
transaction, assuring upto-date<br />
workflows.<br />
www.intellichief.com<br />
Kofax enhances ReadSoft Online R9<br />
invoices, improved custom<br />
extraction fields and<br />
enhanced auto learning.<br />
• Improved reporting for<br />
better extraction of key<br />
analytical data and access<br />
to reports using Excel.<br />
• Increased partner channel<br />
autonomy with simple<br />
integration to applications<br />
through easy-to-use APIs<br />
and XML outputs.<br />
"The cloud is changing the<br />
face of AP automation,"<br />
said Reynolds C. Bish, CEO<br />
of Kofax. "ReadSoft Online<br />
R9 leverages the cloud to<br />
offer the best capture,<br />
extraction and validation<br />
solution for invoice processing<br />
and AP automation.<br />
www.kofax.com<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
7
Dm MARKET FOCUS: HEALTHCARE<br />
Slow progress<br />
Storetec's Daniel Johnson analyses some of the<br />
reasons why the NHS' race to go paperless has slowed<br />
to a crawl<br />
When Jeremy Hunt made a<br />
speech in January 2013, boldly<br />
proclaiming his plan to establish<br />
a paperless NHS by 2018, it was warmly<br />
received by his audience. His dream was<br />
to save billions, improve services and<br />
address the challenges of an aging<br />
population by converting paper records to<br />
digital files. These files would then be<br />
uploaded to a powerful IT system,<br />
capable of communicating with every<br />
department in the NHS.<br />
Under these plans vital information from<br />
GPs, dentists, hospitals and clinics could<br />
be brought together and accessed at the<br />
touch of a button. A paperless NHS<br />
would also empower patients, letting<br />
them book prescriptions and other<br />
services online or speak to their doctor via<br />
a video link. In addition it would allow<br />
patients to use digital tools to send realtime<br />
data on health conditions such as<br />
hypertension, cancer and diabetes direct<br />
to the medical professionals in charge of<br />
their care.<br />
While no-one questioned the benefits of<br />
a paperless NHS in 2013, the challenges<br />
that lay ahead were enormous. They<br />
included the digitisation of a vast array of<br />
paper records stored in filing cabinets<br />
across the length and breadth of the UK.<br />
With no funding for extra staff, employees<br />
would be expected to sort through files<br />
and scan records in addition to carrying<br />
out their normal departmental duties.<br />
It's no wonder that progress was<br />
painfully slow. So slow, in fact, that Hunt's<br />
2018 deadline slipped back to 2020. In<br />
October 2015 the government invited<br />
Professor Bob Wachter from the University<br />
of California to advise on the plan, and<br />
following his report the deadline was put<br />
back to a more realistic 2023 date.<br />
Efforts to digitise files in-house have<br />
proved problematical for many NHS<br />
departments. Staff struggle to find time<br />
for the extra work involved and crucially<br />
they also lack the state-of-the-art<br />
scanning equipment needed to create the<br />
high-quality, low file size digital<br />
documents suitable for use within NHS<br />
IT patient record systems such as EMIS<br />
or SystmOne.<br />
PICK UP THE PACE WITH<br />
OUTSOURCING<br />
If you are an NHS administrator tasked<br />
with digitising your department's records,<br />
you'll be only too aware of the huge task<br />
ahead. But while the commercial sector<br />
has always been happy to outsource such<br />
work to document management<br />
companies, some NHS providers have<br />
been reluctant to release confidential<br />
documents for processing.<br />
Storetec is part of a new generation of<br />
document and record management<br />
companies for whom security is just as<br />
important as the cutting edge equipment<br />
and facilities they offer. Storetec provide a<br />
secure, door-to-door service to collect<br />
your documents and once they are<br />
scanned, they will be password protected<br />
and shielded behind layers of encryption.<br />
The revised deadline of 2023 is now just<br />
six years away, so the race to achieve a<br />
paperless NHS will have to pick up the<br />
pace if it is to meet government targets. If<br />
you want to learn more about Storetec's<br />
ultra-secure scanning systems, get in<br />
touch with their expert team today.<br />
More info: www.storetec.net<br />
8<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
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Dm STRATEGY: CREDIT MANAGEMENT<br />
Credit where it's due<br />
EASY Software's Howard Frear examines the advantages for organisations of a more<br />
digital approach to the core business process of enterprise credit management<br />
Credit Management is vital to the<br />
efficient processing of the modern,<br />
integrated enterprise. The reasons<br />
are numerous: it helps speed up company<br />
and supplier credit management, as all<br />
the necessary due diligence can be stored<br />
in secure digital form, and third party<br />
credit reports and references are always<br />
electronically on hand to confirm checks.<br />
Credit terms for specific, identified<br />
customers are easy to access and keep<br />
tabs on, especially as digital templates in<br />
the format your company prefers, and<br />
reviewed by the legal team whenever a<br />
contract demands a non-standard<br />
extension. Finally, you have a full<br />
workflow, with audit trail, to reference.<br />
Clearly, an electronic history of your<br />
previous transactions with suppliers makes<br />
it far easier to search for serial fraudsters<br />
or bad payers. Even something as simple<br />
as a postcode for an accommodation<br />
address could help identify a questionable<br />
customer or supplier, for example.<br />
As a result of all these benefits, experts<br />
are starting to recommend that all<br />
supplier quotes are digitally stored in a<br />
Document Management (DM) enabled<br />
Credit Management environment,<br />
accessible to credit management<br />
specialists, along with useful customer<br />
order (PO) and confirmation details to<br />
keep the relationship's progress clear.<br />
CUT DOWN 'DEBTOR DAYS'<br />
That's on the long-term supplier<br />
relationship side. On a day-to-day basis,<br />
can it help? Absolutely: using a fully<br />
paperless credit approach can help on<br />
items coming in and out of your<br />
warehouse every day. Goods supplied with<br />
full delivery documentation captured inbound<br />
to confirm acceptance against your<br />
order is critical for fraud prevention and<br />
for fully closing the delivery transaction<br />
loop. It also gives you the permanent<br />
option of being able to check on any<br />
delivery issues, as the outcome of every<br />
delivery gets properly recorded.<br />
For items going out, you need the same<br />
processes and checks: think about how<br />
useful it would be to have every sales<br />
invoice raised securely tied to your internal<br />
finance (ERP) system, with the quote and<br />
terms linked as stored documents.<br />
Completed electronically, you can log in a<br />
delivery receipt: some customers we work<br />
with are going even further and moving<br />
to full supplier portal integration, with<br />
sign-on acting as proof of receipt by a<br />
customer or partner.<br />
All in all this represents an efficient,<br />
friction-free process for normal business.<br />
And when things go wrong, the good<br />
news is DM can help with problem areas<br />
of credit. For example, chasing debt can<br />
become a process fully dictated by your<br />
business rules, with all interactions<br />
recorded electronically. Your aim should<br />
10<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
STRATEGY: CREDIT MANAGEMENT Dm<br />
"MOST CUSTOMERS WILL WANT TO PAY ON TIME TO NOT ADVERSELY<br />
AFFECT THEIR CREDIT HISTORY, PROVIDING THE GOODS AND SERVICES ARE<br />
FIT FOR PURPOSE. BUT FOR THE RARE PROBLEM CASES, GOING DIGITAL CAN<br />
MEAN FRAUDULENT/HABITUAL BAD PAYERS CAN BE IDENTIFIED USING<br />
ELECTRONIC SYSTEMS. THE LARGER FIRM CAN AFFORD ADVANCE TREND<br />
SPOTTING TOOLS THAT CAN FLAG UNCHARACTERISTIC BEHAVIOUR EARLY,<br />
AND THE COST OF SUCH TOOLS IS COMING DOWN FOR MIDSIZE<br />
ENTERPRISES TOO."<br />
be to keep the amount of time you are in<br />
debit to a minimum, so ensuring internal<br />
communications about debts copy in<br />
both the service/goods user, the<br />
purchasing team, quoting the original<br />
order and the finance team at the<br />
customer (its accounts payable contacts).<br />
Clear, single line invoices are superior here<br />
to complex, multi-line versions, which are<br />
easier to produce, but are harder to<br />
automate at the customer end for swift<br />
payment.<br />
You also never want to have to repeat<br />
sending invoices. This can cause<br />
bottlenecks that may feed into a drawnout,<br />
duplicate checking process, or worse,<br />
result in duplicate payments, which<br />
creates unwelcome work and uncertainty<br />
as you work to keep your accounts<br />
accurate and as real-time as possible.<br />
BETTER BE DIGITAL IF YOU NEED TO<br />
BE LEGAL<br />
However, how do you reach this level of<br />
efficiency if you are a major company<br />
working at scale, like a Fast Moving<br />
Consumer Goods (FMCG) player, for<br />
instance? EDI (Electronic Document<br />
Interchange) is still the standard at scale<br />
for high volume transactions, typically for<br />
your biggest 20% of customers. Long<br />
seen as a Rolls Royce solution, cost is<br />
rapidly coming down for such systems,<br />
which offer attractive integration<br />
between your in-house DRM, ERP and<br />
EDI systems.<br />
Word of advice: if you choose this path,<br />
ensure proper storage of the data stream,<br />
and provide human-readable content for<br />
query purposes at key staging points.<br />
Sounds great, and our customers really<br />
are doing this and getting the benefits<br />
right now. The last word on Credit<br />
Management for the 21st century is on<br />
the legal side. If things ever get litigious<br />
due to a credit dispute, having a<br />
complete digital transaction history<br />
makes it easier to fight cases of nonpayment.<br />
That's the last resort, as we all know.<br />
Most customers will want to pay on time<br />
to not adversely affect their credit history,<br />
providing the goods and services are fit<br />
for purpose. But for the rare problem<br />
cases, going digital can mean<br />
fraudulent/habitual bad payers can be<br />
identified using electronic systems. The<br />
larger firm can afford advance trend<br />
spotting tools that can flag<br />
uncharacteristic behaviour early, and the<br />
cost of such tools is coming down for<br />
midsize enterprises too.<br />
Making Credit Management as digital as<br />
you can makes a lot of sense. That applies<br />
to the trader, as having a top-end,<br />
seamless, digital credit management<br />
function is increasingly a differentiator for<br />
customers, singling you out as a premier<br />
supplier who can demonstrate you are on<br />
top of this area. Senior management in<br />
particular at a prospect always feels<br />
reassured seeing this level of<br />
professionalism in a supplier.<br />
And DM-empowered embedded credit<br />
management works as well at the high<br />
value, low volume end (think big<br />
engineering or construction projects) as<br />
at the low value, high volume end<br />
(consumer goods, say). They're both ends<br />
of the same spectrum, don't forget - a<br />
spectrum marked by the need to keep<br />
money and goods flowing at the pace the<br />
process demands.<br />
For all these reasons, DM-powered<br />
credit management is the way to go, as it<br />
helps the company internally, as a partner<br />
with others and as a supplier to<br />
customers. How can you resist the call to<br />
digital credit management?<br />
More info: www.easysoftware.co.uk<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
11
Dm RESEARCH: INFORMATION OVERLOAD<br />
All is lost<br />
95% of UK organisations experience challenges when<br />
searching for documents, says new M-Files research<br />
New research commissioned by M-<br />
Files has revealed that an<br />
overwhelming 95 percent of UKbased<br />
organisations face some sort of<br />
challenge when trying to find, access<br />
and edit documents and information in<br />
the workplace.<br />
In the survey carried out by Vanson<br />
Bourne that polled 250 IT decision-makers<br />
across a variety of private and public sector<br />
organisations, the findings identified some<br />
significant challenges facing employees<br />
when trying to manage documents in the<br />
workplace. The survey revealed that:<br />
63 per cent of respondents said that<br />
they find it challenging to find<br />
information in the workplace at least<br />
some of the time, and 95 per cent<br />
faced some sort of difficulty accessing<br />
and managing information;<br />
64 per cent state that documents are<br />
often saved in the incorrect folders<br />
or systems;<br />
Half of workers cited issues with 'version<br />
creep', with multiple versions of<br />
documents saved in different places;<br />
Four in ten encounter issues with<br />
documents being named incorrectly;<br />
29 per cent reported problems with<br />
accessing documents from different<br />
devices;<br />
63 per cent said they have had to<br />
recreate documents that already existed<br />
because they were unable to find them.<br />
This is something that the public sector<br />
is especially guilty of, with 71 per cent<br />
of public sector respondents having<br />
had to recreate documents; a<br />
significant waste of taxpayers' money.<br />
For Julian Cook, Director of UK Business at<br />
M-Files, the results demonstrate that UKbased<br />
organisations continue to struggle<br />
with content chaos, with productivity<br />
suffering as a result: "The fact that the vast<br />
majority of businesses experience some<br />
degree of difficulty in finding and<br />
managing documents speaks to the need<br />
for a better approach for managing<br />
business-critical information assets.<br />
Organisations of all sizes are struggling to<br />
manage ever-increasing amounts of<br />
content, which is not only leading to a<br />
frustrating and time-consuming experience<br />
for employees, but it also affects the ability<br />
to serve customers effectively."<br />
The survey also revealed that 90 per cent<br />
of remote workers find it at least<br />
somewhat challenging to find documents<br />
when working outside of the office.<br />
Cook added: "There's a growing trend<br />
towards mobile, remote and flexible<br />
working, which are key to unlocking a<br />
broad range of organisational benefits,<br />
from improved productivity to higher<br />
rates of employee satisfaction. However,<br />
to realise these benefits, organisations<br />
need to ensure that employees have the<br />
same easy access to documents when<br />
they're out of the office as they enjoy<br />
when at their desks.<br />
"Unfortunately, this research<br />
demonstrates that the vast majority of<br />
organisations just aren't providing<br />
employees the tools they need to do their<br />
jobs effectively when they're on the<br />
move. Companies need to focus heavily<br />
on providing the right tools to make<br />
flexible and remote working<br />
straightforward for everyone."<br />
To help remedy these problems both for<br />
office-based and remote workers, Cook<br />
believes that organisations need to think<br />
more deeply about how ECM solutions<br />
can be leveraged to make the<br />
management of information much more<br />
efficient: "When an organisation<br />
implements a flexible, powerful and<br />
simple to use ECM solution, employees<br />
are no longer wasting time searching for<br />
documents that would otherwise be<br />
hidden amongst a maze of network<br />
folders or other business applications."<br />
More info: www.m-files.com<br />
12<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
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Dm CASE STUDY: ACCIDENT EXCHANGE<br />
Relieving the data pile-up<br />
Accident claim data from multiple sources and formats<br />
is being efficiently managed in a way that provides total<br />
data retention and evidence-quality audit trail, at 'nofault'<br />
insurance specialists Accident Exchange<br />
Britain is home to 30 million vehicles,<br />
which travel 241 billion miles every<br />
year and are involved in 12,000<br />
accidents every day. Where the accident<br />
was not the driver's fault, Accident<br />
Exchange, part of the AIS Group, helps<br />
around 6,000 motorists regain mobility<br />
with a fleet of 2,600 vehicles and dedicated<br />
agents who handle the paperwork. The<br />
Accident Exchange service includes<br />
interacting with the at-fault motorist's<br />
insurers and organising repairs, helping to<br />
reduce stress and complications.<br />
Because insurance claims can involve the<br />
police and sometimes legal matters as well<br />
as multiple third parties, keeping absolute<br />
track of each case is essential. Accident<br />
Exchange also handles insurance and<br />
financial matters, which are governed by<br />
tight regulatory controls as well as agreed<br />
insurance protocols.<br />
As Ray Ford, CTO at AIS Group, explains,<br />
"The challenge for insurance claims is<br />
keeping all the materials in one place, which<br />
these days can extend to hundreds of items,<br />
ranging from voice call recordings to photos<br />
and videos, plus ancillary correspondence.<br />
We are obliged to keep verifiable records<br />
that ideally cannot be deleted or altered, as<br />
they might be used in litigation later.<br />
Equally, while regulations require us to<br />
retain that data, we are also required to<br />
delete it completely on retention expiry, and<br />
failure to comply at either end of the data<br />
life cycle can invite draconian financial<br />
penalties." He continues, "We have millions<br />
of pieces of claims evidence to manage,<br />
totalling many tens of terabytes. At any<br />
point, we need to be able to find relevant<br />
items, know who has been looking at them,<br />
and provide an auditable track of that<br />
activity - without collapsing under the sheer<br />
weight of data growth."<br />
BALLOONING VOLUMES<br />
Accident Exchange had formerly followed<br />
a traditional route to managing data. Call<br />
recordings were managed by the relevant<br />
telephony application, and documents and<br />
images resided on file servers. Case notes<br />
were handled by the company's own inhouse<br />
claims management application,<br />
and archive claim data was moved to file<br />
14<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
CASE STUDY: ACCIDENT EXCHANGE Dm<br />
"THE UNIQUE CAPABILITIES OF HITACHI CONTENT PLATFORM GIVE ACCIDENT EXCHANGE COMPLETE CONTROL<br />
OVER ITS BUSINESS APPLICATION DATA, FROM CALL RECORDINGS TO ENGINEERS' CRASH REPORTS. WITH HCP,<br />
WE CAN PREVENT CHANGES TO EVIDENTIAL DOCUMENTATION, RETAIN AND DELETE DATA, AND<br />
SIMULTANEOUSLY ENSURE FULL COMPLIANCE WITH INSURANCE AND FINANCIAL INDUSTRY REGULATIONS."<br />
archive locations.<br />
"Operating in a siloed fashion did not<br />
give us the control we needed, with<br />
multiple proprietary systems to manage<br />
and back up and protect all customer<br />
interactions. With a minimum retention<br />
period of 10 years, our data volumes were<br />
in danger of ballooning. As a priority, I<br />
wanted to abstract files away from the<br />
creating application and bring everything<br />
associated with each claim into a single<br />
place," explained Ford.<br />
"Ultimately, the agents need all this<br />
information available at their fingertips -<br />
SMS messages (if used), engineering<br />
inspection reports, body-shop<br />
photographs, client incident photographs<br />
and videos, call recordings, and receipts<br />
and other documents - as soon as a<br />
customer calls, regardless of how they<br />
were created and when. Even though we<br />
might have tens of millions of files, we<br />
wanted all claim items searchable and<br />
listed for access at any time," he continues.<br />
"I knew that for unstructured data like<br />
ours, object storage held the answers.<br />
Object storage would enable us to present<br />
data independently of the source<br />
application, and to protect, retain and<br />
delete it securely at expiry to meet our<br />
compliance obligations. Hitachi Content<br />
Platform (HCP) was the object storage<br />
solution that could meet these criteria.<br />
HCP would enable us to read and write<br />
data directly from our in-house Accident<br />
Exchange application with no intermediate<br />
technology or connection layer."<br />
SILOS ELIMINATED<br />
Accident Exchange has moved all of its<br />
claims data storage and some of its nonclaims<br />
data to HCP, including scanned<br />
invoices that are placed directly into<br />
purchase ledger namespace. Search and<br />
audit processes are streamlined with no<br />
need for paper copy archives.<br />
As part of an ongoing project, claims<br />
management and related applications,<br />
such as the voice call recorders, write data<br />
direct to HCP. The platform manages<br />
access, audit, protection, retention and<br />
expiry of each object, according to defined<br />
policies or claim status.<br />
Each object is stored twice on HCP, and<br />
then replicated to a remote data centre<br />
where a second HCP similarly stores twin<br />
copies. This arrangement eliminates the<br />
need for traditional backup processes, as<br />
data is automatically and dynamically<br />
mirrored to the second solution. With<br />
each object, Accident Exchange has the<br />
option to store additional custom<br />
metadata, such as origination source, or<br />
user and access history, enabling a<br />
complete audit trail in compliance with<br />
regulatory obligations.<br />
For expired or archived claims cases<br />
where regulations require full data<br />
deletion, at the retention termination<br />
point, HCP can automatically erase all<br />
objects associated with the specific case,<br />
once triggered. HCP reports completion of<br />
the process to central database, so<br />
Accident Exchange can prove that the<br />
data has been removed. Any future visit to<br />
the case information provides a report of<br />
the deletion, and confirms compliance, yet<br />
the claim remains referenceable for audit<br />
purposes. While work on these processes<br />
is ongoing, Accident Exchange only retains<br />
the data if a legal hold or other process<br />
supersedes the retention rule.<br />
"Using object storage on HCP, we can<br />
control and report on who has seen data,<br />
when they have seen it, and why. For<br />
example, if Accident Exchange is asked to<br />
provide a record of our interactions with a<br />
particular individual's claim, HCP, in<br />
conjunction with our claims application,<br />
allows us to deliver a complete answer<br />
within just a few minutes," Ford explains.<br />
"Additionally, HCP enables us to eliminate<br />
the data silos. All the key applications,<br />
such as call recording, interface directly<br />
with Hitachi Content Platform using the<br />
native RESTful interface. Our agents can<br />
see everything relating to a case in one<br />
place, without hopping from one<br />
application to another, or requiring IT<br />
Service Desk support, saving considerable<br />
time and improving the customer<br />
experience. It also means we are<br />
application-agnostic when it comes to<br />
refreshing technologies. There is no<br />
vendor lock-in as data is abstracted from<br />
application."<br />
He adds, "Automated triggered data<br />
deletion of expired data ensures we<br />
comply with regulations at both ends of<br />
the process and over time helps us to<br />
manage data growth. Eventually, deletion<br />
will free up space for new claim data and<br />
reduce absolute physical growth. Even as<br />
people now add videos to their claims and<br />
the storage volume balloons, we know<br />
that after the required period the data will<br />
be removed, helping to reduce storage<br />
space growth and cutting the need for<br />
capital expenditure on storage capacity.<br />
This tier of storage is considerably cheaper<br />
than Tier 1, which we used in the past,<br />
and backup capacity has plummeted also."<br />
Ford concludes: "The unique capabilities<br />
of HCP give Accident Exchange complete<br />
control over its business application data,<br />
from call recordings to engineers' crash<br />
reports. With HCP we can prevent changes<br />
to evidential documentation, retain and<br />
delete data, and simultaneously ensure full<br />
compliance with insurance and financial<br />
industry regulations."<br />
More info: www.hds.com<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
15
Dm INTERVIEW: VISIONEER<br />
Vision on<br />
DM Editor David Tyler speaks to Walt Thinfen, President and CEO of Xerox licensee<br />
Visioneer, about the company's technological focus and the importance of<br />
customer service<br />
David Tyler: Visioneer has seen<br />
significant growth in the<br />
UK/EMEA market in recent years.<br />
Is that simply down to<br />
hardware/scanners, or has the business<br />
evolved with the rise of concepts like<br />
Digital Transformation?<br />
Walt Thinfen: We have always been in<br />
the business of responding to what our<br />
customers say to us, and these days they<br />
are no longer necessarily talking about<br />
'feeds and speeds': their concerns are<br />
around improved productivity, enhanced<br />
security, or more effective workflows.<br />
The lion's share of our business still<br />
comes via the channel so our focus is on<br />
enabling our partners to better serve<br />
those kinds of needs.<br />
Digital Transformation is a complex<br />
term, and everyone seems to be putting<br />
their own definitions around it, but to<br />
us it really means understanding the<br />
pace of business challenge. Businesses<br />
are looking to accelerate the rate at<br />
which they can respond to changing<br />
needs, and scanning and capture of<br />
course are very much a part of that<br />
equation.<br />
At the same time, a lot of processes<br />
and knowledge are still trapped in the<br />
'analogue world': so how do we free<br />
those businesses from paper and unlock<br />
the potentially valuable information,<br />
that can then be used to make faster -<br />
and better - business decisions?<br />
Search is more important than ever: it<br />
is one thing to scan and store content,<br />
but how do you find that information<br />
when you really need to? There are<br />
many choices out in the market for<br />
repositories and cloud services, and the<br />
average user now might be walking<br />
around with 3 or 4 different devices<br />
(tablet, smartphone, laptop etc.), on top<br />
of the desktop in their office. So when<br />
you are on-boarding information that is<br />
coming via any of those devices and<br />
into any number of services and<br />
systems, how do you find it and make<br />
use of it?<br />
Our aim is to become the 'hub' for<br />
information; collection, dissemination<br />
and search. We are layering an AI<br />
component on top of search so that<br />
users can quickly and easily - using NLP<br />
(Natural Language Processing) - tell their<br />
device to go and 'fetch' the information<br />
that they need. It is no longer just about<br />
scanning in and of itself: this is true<br />
Digital Transformation.<br />
DT: Presumably this requires a move on<br />
your part towards a more softwarefocused<br />
proposition?<br />
WT: There is a tremendous emphasis in<br />
the whole capture space on services<br />
16<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
INTERVIEW: VISIONEER Dm<br />
"OUR AIM IS TO BECOME THE 'HUB' FOR INFORMATION; COLLECTION, DISSEMINATION AND SEARCH. WE ARE<br />
LAYERING AN AI COMPONENT ON TOP OF SEARCH SO THAT USERS CAN QUICKLY AND EASILY - USING NLP<br />
(NATURAL LANGUAGE PROCESSING) - TELL THEIR DEVICE TO GO AND 'FETCH' THE INFORMATION THAT THEY<br />
NEED. IT IS NO LONGER JUST ABOUT SCANNING IN AND OF ITSELF: THIS IS TRUE DIGITAL TRANSFORMATION."<br />
offerings, and a shift toward the 'top<br />
right hand quadrant' - where it's about<br />
being more service-enabled, more B2C,<br />
more consumer-driven, and it's all about<br />
mobile, and Cloud, Big Data and AI.<br />
Those companies who can quickly step<br />
up and respond to what the market is<br />
demanding will be the winner in that<br />
space - and we certainly feel that we<br />
are among the leaders right now.<br />
We have a significant 'boost' right out<br />
of the gate because of our partnership<br />
with Xerox (under whose license we<br />
manufacture the Xerox DocuMate range<br />
of scanners), which has been ongoing<br />
since 2003. We're lining up our global<br />
partner programme to align with<br />
Xerox's global channel plans, so that we<br />
can better respond to the needs of both<br />
Xerox itself and its customers.<br />
DT: Are there particular markets that<br />
you are targeting - and has that<br />
changed with the shift towards services<br />
and software?<br />
WT: When you look at both North<br />
America and EMEA, many of the same<br />
market segments really stand out for<br />
us: banking & financial services,<br />
insurance, healthcare, and local/central<br />
government. And those markets<br />
probably cover 70-75% of the total<br />
document capture business as it stands<br />
at the moment.<br />
Potential growth areas for scanning<br />
include higher education and<br />
manufacturing, markets that have been<br />
heavily paper-intensive in the past and<br />
are now looking to get on board with<br />
the whole document transformation<br />
management (DTM) trend. Any<br />
business that moves a lot of paper, that<br />
has lots of disparate workflows, that<br />
has regulatory or compliance issues to<br />
address, they will all have a<br />
requirement that we could potentially<br />
address.<br />
What I point out to customers is this:<br />
you don't have to do the whole Digital<br />
Transformation journey at once. Build<br />
your strategy around where your<br />
industry is heading and where you<br />
want to be, but most importantly your<br />
own needs as an organisation. Every<br />
incremental step you then take will get<br />
you closer to where you ultimately<br />
want to be. It requires a holistic<br />
approach that takes you toward<br />
increased use of automation across<br />
every department - but the bottom line<br />
right now is that most organisations<br />
are still working with mostly manual or<br />
ad hoc processes.<br />
Getting to truly intelligent capture is -<br />
let's be honest - difficult and<br />
potentially expensive, but it is<br />
important to take it step by step; there<br />
are no short cuts.<br />
DT: How would you summarise the key<br />
points that differentiate Visioneer in<br />
your market space?<br />
WT: Something that your readers may<br />
not be aware of is that Visioneer has<br />
been in this business for 25 years, so<br />
we have a real understanding of the<br />
needs of different industries and<br />
different types of users, from<br />
consumers through SMBs up to the<br />
enterprise. Accelerating digital<br />
transformation management is our<br />
entire business, and has been our<br />
entire focus for 25 years.<br />
On top of that we are unusual in the<br />
passion that we have for the product<br />
and equally for the service we give our<br />
customers. While some companies<br />
might be getting rid of customer<br />
touchpoints like customer service and<br />
technical support to external<br />
outsourcers, we have been careful to<br />
keep all those processes in house, in<br />
the US and in Europe.<br />
DT: And how important is<br />
technological innovation - such as the<br />
AI developments you touched on<br />
earlier - in maintaining that<br />
differentiation?<br />
WT: In terms of technological<br />
innovation, it seems like everyone is<br />
rushing toward capture. We see the<br />
trends, and we are able to react quickly,<br />
to help users make all their relevant<br />
information digitally available. We're<br />
responding as well to the increasing use<br />
of mobile devices, as people spend less<br />
of their time at a desktop.<br />
We recognise that customers don't<br />
want to have to worry about organising<br />
their information; they just want to<br />
have one place to go to when they<br />
need it. Our AI search agents can crawl<br />
through any type of data pool or online<br />
repository, and make the data visually<br />
available to the user without their<br />
having to worry about where it's held<br />
and what system they are accessing.<br />
And IT decision makers themselves are<br />
changing rapidly: in the 'bad old days'<br />
users had to go to the CIO or VP of IT,<br />
because those were the guys who knew<br />
about the technology. But guess what:<br />
most people in the workplace today<br />
have grown up in the Internet Age, and<br />
their expectations are massively<br />
different as a result. These are the kind<br />
of changes that we have to be aware<br />
of and be ready to respond to; these<br />
are the challenges that we are<br />
addressing right now as a business.<br />
More info: www.visioneer.com<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
17
Dm OPINION: DIGITAL TRANSFORMATION<br />
System building<br />
Steve Mulroy, Portfolio Marketing Manager, EMEA Region, Kodak Alaris Information<br />
Management, explains why an ecosystem is key to successful digital transformation<br />
One of the biggest drivers for<br />
change among organisations so<br />
far in 2017 has been the move<br />
towards the digital workplace. There is<br />
continuing pressure for businesses of all<br />
sizes to embrace digitisation, due to the<br />
advantages it can deliver - whether that's<br />
increased productivity, improved customer<br />
service or lower operating costs.<br />
But while every company wants to<br />
enhance their business processes and<br />
differentiate themselves from the<br />
competition, they face dealing with<br />
unprecedented levels of data of all<br />
types, coming from all directions.<br />
Capturing, recognising, storing,<br />
sharing and extracting value from this<br />
data requires an ecosystem of<br />
technology, vendors and service<br />
providers to enable them in their digital<br />
transformation.<br />
Too many organisations are still tied<br />
to old-fashioned, inefficient paperbased<br />
processes, which further<br />
contributes to the 'data chaos'. A<br />
report by PricewaterhouseCoopers and<br />
Iron Mountain found that 43 per cent<br />
of companies obtain little tangible<br />
benefit from their information, while<br />
23 per cent derive no benefit<br />
whatsoever. This inability to efficiently<br />
capture information from paper-based<br />
documents, and to integrate it within<br />
digital workflows, leads to complexity<br />
and lost opportunities.<br />
Both public and private sector<br />
organisations now face the daunting<br />
task of digitising vast amounts of paper<br />
documents - in various formats and<br />
from multiple sources - and converting<br />
them into valuable business<br />
information. So, the question isn't<br />
whether you should make this digital<br />
transformation; it's where do you begin?<br />
Key is taking a holistic approach to<br />
the transformation process; there's no<br />
one magic solution - no single<br />
component - that can address data<br />
chaos. The scale and complexity of data<br />
today needs an integrated approach to<br />
help organisations capture, process<br />
and share information. A successful<br />
digitisation strategy demands an<br />
ecosystem of solutions, working<br />
together to produce optimal results.<br />
From Kodak Alaris' perspective we see<br />
our partner and developer communities<br />
playing a vital role in the ecosystem,<br />
through their ability to connect,<br />
configure and create new solutions<br />
that meet customers' needs. It's all<br />
about simplifying how organisations<br />
harness the value hidden in their<br />
physical and digital documents.<br />
A series of scanner, software, and<br />
service enhancements underpin the<br />
18<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
OPINION: DIGITAL TRANSFORMATION Dm<br />
"BOTH PUBLIC AND PRIVATE SECTOR ORGANISATIONS NOW FACE THE DAUNTING TASK OF DIGITISING VAST<br />
AMOUNTS OF PAPER DOCUMENTS - IN VARIOUS FORMATS AND FROM MULTIPLE SOURCES - AND CONVERTING<br />
THEM INTO VALUABLE BUSINESS INFORMATION… THE SCALE AND COMPLEXITY OF DATA TODAY NEEDS AN<br />
INTEGRATED APPROACH TO HELP ORGANISATIONS CAPTURE, PROCESS AND SHARE INFORMATION. A<br />
SUCCESSFUL DIGITISATION STRATEGY DEMANDS AN ECOSYSTEM OF SOLUTIONS, WORKING TOGETHER TO<br />
PRODUCE OPTIMAL RESULTS."<br />
launch of the Alaris IN2 Ecosystem<br />
which has been designed to take the<br />
complexity out of information capture.<br />
It helps organisations extract<br />
information from documents to<br />
increase productivity, enhance<br />
customer experiences and ultimately<br />
drive revenue growth. It delivers the<br />
Right Fit with seamless integration into<br />
customer environments, the Right<br />
Experience that simplifies information<br />
capture, and the Right Results that<br />
deliver superior business value and<br />
higher return on investment.<br />
On the hardware side, the Alaris<br />
scanner portfolio offers solutions at<br />
the right cost and capacity, from<br />
desktop data capture to high-volume<br />
operations. For example, the Kodak<br />
i4000 Series Scanners now offer<br />
customers greater peace of mind with<br />
the addition of metal detection,<br />
preventing damage to or the<br />
destruction of documents, which in<br />
some cases may be unique and<br />
irreplaceable.<br />
Meanwhile, our intelligent Perfect<br />
Page software learns and leverages<br />
scanner capabilities to conduct every<br />
job with the most effective capture<br />
quality and efficient process to get<br />
information into business processes<br />
and systems. The Info Input Solution<br />
portfolio introduces a HTML5 Client<br />
solution in addition to the current Java<br />
Script option. This gives customers and<br />
systems integrators another choice<br />
when selecting the right solution for<br />
their unique IT environment and<br />
security needs.<br />
In addition, Kodak Capture Pro and<br />
Info Input Express Software, when<br />
combined with Alaris scanners, have<br />
new and enhanced, intelligent<br />
capabilities that increase productivity<br />
and improve customer experience<br />
including:<br />
Intelligent Exception Processing<br />
ensures immediate validation of<br />
forms so any missed information at<br />
the point of transaction is<br />
identified and fixed, resulting in<br />
better customer interactions and<br />
greater potential to drive revenue.<br />
Intelligent Barcode Reading<br />
produces the most accurate data<br />
extraction results and takes<br />
complexity out of the setup<br />
process.<br />
Intelligent Job Select takes<br />
advantage of specific patch code<br />
separator sheets to automate<br />
switching jobs and profiles. This<br />
enhances productivity by minimising<br />
downtime between jobs.<br />
Finally, the Alaris support team and<br />
network of trusted partners provides a<br />
range of services from sales, financing<br />
and maintenance - all the way to<br />
solution configuration, training and<br />
managed services. The Alaris IN2<br />
Ecosystem can offer the right-sized<br />
repair and maintenance options for<br />
each customer, as well as providing<br />
professional services like configuration,<br />
training and consultation, designed to<br />
better optimise and streamline capture<br />
processes.<br />
Kodak Alaris addresses the problem<br />
areas across an organisation where<br />
data chaos can reign. For example,<br />
records management, where<br />
documents need to meet compliance<br />
requirements and corporate retention<br />
policies - all while avoiding humanerror<br />
from manual processes. Or forms<br />
processing, which can be a slow and<br />
error-prone process.<br />
Other areas where the Alaris IN2<br />
Ecosystem tackles data complexity<br />
include customer on-boarding,<br />
accounts payable, and mailroom<br />
automation, where companies are<br />
investing in digital mailroom<br />
transformation. Using Alaris scanners<br />
paired with capture software,<br />
organisations can slash the time spent<br />
on quality checks and rescans,<br />
improving flow through rates to<br />
deliver significant cost benefits and<br />
increased client satisfaction.<br />
Companies that successfully master<br />
digital transformation know the<br />
importance of implementing an<br />
ecosystem of hardware, software and<br />
services that will take complexity out<br />
of information capture. These<br />
organisations are ultimately far better<br />
positioned to differentiate themselves<br />
from competitors and win in the<br />
marketplace.<br />
More info:<br />
www.kodakalaris.co.uk/go/IMnews<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
19
Dm CASE STUDY: ST. COLUMBA'S SCHOOL<br />
Passing the print management test<br />
Bexleyheath's St. Columba's School has achieved significant ongoing cost savings in<br />
print, copy and scan operations as a result of implementing YSoft SafeQ<br />
The YSoft SafeQ solution has<br />
enabled St. Columba's School to<br />
replace all of their often costly<br />
and inefficient desktop printers with<br />
Konica Minolta networked<br />
multifunctional printers (MFPs). It is<br />
now easier and more convenient for<br />
staff and students to print copy and<br />
scan - whilst significantly reducing the<br />
school's overall printing costs.<br />
St. Columba's Catholic Boys' School<br />
was founded in 1973 in Bexleyheath in<br />
the UK as a comprehensive school for<br />
boys aged 11 to 16. Since then the<br />
school has grown, first with the<br />
merging of the upper and lower<br />
schools in 1990, then in 2005 with the<br />
addition of a new classroom block, a<br />
new sports hall, and the renovation of<br />
the school's theatre. The school's<br />
faculty challenges each student to<br />
achieve his best, every step of the way.<br />
By setting the highest expectations for<br />
learning and behaviour, the school<br />
provides an environment in which<br />
students excel, as reflected by their<br />
outstanding results.<br />
GETTING OUT OF BAD HABITS<br />
To help the staff and students focus on<br />
their work and studies, the school<br />
wanted to eliminate sources of<br />
inconvenience and wasted time in the<br />
school's print environment - whilst<br />
reducing printing costs. The school also<br />
needed the ability to prevent wasteful<br />
habits, such as students sending a<br />
document to print multiple times<br />
20<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
CASE STUDY: ST. COLUMBA'S SCHOOL Dm<br />
"THE SCHOOL ALSO CHOSE THE OPTIONAL YSOFT SAFEQ SCAN MANAGEMENT FEATURE. THIS FEATURE<br />
STREAMLINES THE SCANNING PROCESS AND MAKES IT EASY FOR STAFF AND STUDENTS TO SCAN DIRECTLY TO<br />
THEIR EMAIL INBOX OR A SPECIFIED FOLDER, REDUCING TIME SPENT ON SLOW, EXPENSIVE FAXES AND<br />
ELIMINATING THE NEED TO STORE HARD COPIES OF DOCUMENTS. NOW THAT SCANNING IS EASY AND SECURE,<br />
THE SCHOOL'S POLICY IS FOR SCANNING TO ALWAYS BE THE PREFERRED METHOD OF TRANSMITTING AND<br />
STORING DOCUMENTS."<br />
because the document was not<br />
printed the moment it was sent to<br />
print.<br />
Another important concern was the<br />
need to protect the security and<br />
confidentiality of documents. When<br />
staff members sent confidential<br />
documents to print, they would have to<br />
dash to the printer to collect their prints<br />
before anyone else picked them up.<br />
To channel the school's financial<br />
resources toward areas that further<br />
educational excellence, the school<br />
wanted to reduce operating expenses<br />
- and the print environment was a key<br />
target. The school was using<br />
approximately 50 desktop printers of a<br />
variety of makes and models. These<br />
printers were expensive to supply,<br />
maintain and administer.<br />
The cost of procuring and replacing<br />
the various types of ink cartridges,<br />
repairing malfunctioning printers and<br />
keeping print drivers up-to-date was<br />
vast, in terms of both consumables<br />
and labour.<br />
With this scattered, decentralised<br />
print environment, it was not possible<br />
for the school to track printing and<br />
copying operations or to control costs.<br />
CALLED TO ACCOUNT<br />
To meet all of their needs, the school<br />
chose Konica Minolta multifunctional<br />
printers together with YSoft SafeQ<br />
Professional Edition, with licensing per<br />
server. The solution also included<br />
YSoft SafeQ Konica Minolta Terminal<br />
Embedded software installed on 18<br />
Konica Minolta MFPs. This solution<br />
enables the school to track and<br />
account for every print, copy, and scan<br />
and to administer the entire print<br />
system from a single Web-based<br />
interface.<br />
The terminal software is embedded<br />
in each of the Konica Minolta MFPs,<br />
enabling staff and students to<br />
authenticate themselves and manage<br />
their print jobs - all at the MFP's user<br />
interface. Users authenticate by<br />
entering their username and password<br />
and so no additional hardware (such<br />
as a card reader) is required. YSoft<br />
SafeQ is fully integrated with the<br />
school's Active Directory, simplifying<br />
user database management.<br />
The YSoft SafeQ Billing Code feature<br />
enables the school to accurately track<br />
and account prints, copies and scans<br />
by department, project or subject<br />
matter - and multilevel billing codes<br />
enable detailed granularity - for<br />
example, in situations where a<br />
member of the faculty teaches<br />
multiple subjects.<br />
The school also chose the optional<br />
YSoft SafeQ Scan Management<br />
feature. This feature streamlines the<br />
scanning process and makes it easy for<br />
staff and students to scan directly to<br />
their email inbox or a specified folder,<br />
reducing time spent on slow,<br />
expensive faxes and eliminating the<br />
need to store hard copies of<br />
documents. Now that scanning is easy<br />
and secure, the school's policy is for<br />
scanning to always be the preferred<br />
method of transmitting and storing<br />
documents.<br />
COST-EFFECTIVE AND SECURE<br />
With YSoft SafeQ, St. Columba's<br />
School now has a complete overview<br />
of all printing, copying and scanning<br />
across the entire campus. YSoft<br />
SafeQ's comprehensive reports enable<br />
the school to charge back all prints<br />
and copies to individual departments<br />
and the school has met one of its<br />
major goals; achieving significant,<br />
ongoing cost savings as a result of<br />
implementing the YSoft SafeQ<br />
solution and replacing standalone<br />
desktop printers with cost-effective<br />
Konica Minolta MFPs.<br />
Since YSoft SafeQ ensures that no<br />
document is printed until the user<br />
authenticates at the printer, staff no<br />
longer have to worry about the security<br />
of their confidential documents. The<br />
requirement to authenticate before<br />
printing has also resulted in less waste<br />
from uncollected prints. Waste is<br />
further reduced by the ability of users<br />
to cancel print jobs directly at the<br />
printer via the YSoft SafeQ Konica<br />
Minolta Embedded Terminal.<br />
The school also intends to add the<br />
optional YSoft SafeQ Credit module to<br />
their YSoft solution, which will enable<br />
the school to issue each student a<br />
fixed amount of credit per month for<br />
print and copy services. Students will<br />
learn to improve their printing habits<br />
and reduce the waste of paper and<br />
toner. For example, they can choose<br />
less expensive options such as B/W<br />
instead of colour, or duplex instead of<br />
simplex.<br />
More info: www.ysoft.com<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
21
Dm EVENT: DM AWARDS 2017<br />
November reign<br />
It is only a few months now until the return of the DM<br />
Awards - here is all you need to know to get yourselves<br />
among the winners<br />
This year sees the eleventh anniversary<br />
of the DM Awards, an event that is<br />
unique in the UK and - we believe - the<br />
world. But of course there can be no awards<br />
without winners - and that's where our<br />
readers come in! Please take the time to<br />
look at the Awards website and make<br />
nominations in as many categories (or as<br />
few) as you wish - as it is your views as users<br />
of DM/ECM technologies that should be<br />
shaping the list of winners.<br />
David Hammond, sales manager in charge<br />
of the DM Awards, is keen to encourage<br />
companies to get involved: "With most of<br />
the Awards decided by voting, the<br />
candidates have a part to play themselves.<br />
The impact that companies have made on<br />
readers over the past year will be a factor.<br />
We think there is a lot to play for. The<br />
marketing that companies do between<br />
now and the close of voting will influence<br />
the outcome."<br />
David suggests three tips to help companies<br />
get the best out of the process:<br />
1) Nominate yourselves: One extra<br />
nomination might make the difference<br />
between a company becoming a finalist<br />
or not.<br />
2) Ask others for their support: Encourage<br />
those who know your solutions and<br />
products to nominate you.<br />
3) Step up the publicity: Your most recentlylaunched<br />
solutions might be your best yet,<br />
but have they had a chance to make their<br />
mark on the wider community? Solutions<br />
that have been on the market longer<br />
perhaps have a natural advantage. Your<br />
newest solutions may therefore need the<br />
most marketing support.<br />
Nominating and voting will decide most<br />
winners, but not all of them, of course. A<br />
panel of selected judges will, as in previous<br />
years, be judging the Project of the Year<br />
categories. DM Editor Dave Tyler<br />
commented: "I am of course hugely<br />
enthusiastic about the awards, and<br />
especially the Project of the Year entries: I<br />
think these are one of the best ways<br />
available for a company to showcase exactly<br />
what can be achieved with their solutions,<br />
whether that be software, hardware or<br />
some combination of the two. I am looking<br />
forward to seeing what innovative stories<br />
will be in the mix this year!"<br />
Nominations will open soon, at which<br />
time we will publish a full timeline for<br />
announcing the finalists and voting, and<br />
then the actual Awards ceremony will<br />
take place at Bloomsbury's Radisson Blu<br />
Edwardian Hotel on the night of<br />
November 23rd.<br />
We should mention that there are still<br />
sponsorship opportunities available too, so<br />
if you're interested in using the ceremony as<br />
a way to promote your company's brand, or<br />
just in booking a table for the event, details<br />
can be found again on the Awards website,<br />
or by contacting David Hammond direct on<br />
01689 616000 or via email at<br />
david.hammond@btc.co.uk.<br />
More info: www.dmawards.com<br />
22<br />
@DMMagAndAwards<br />
May/June 2017<br />
www.document-manager.com
EVENT: AIIM FORUM 2017 Dm<br />
Days of future past<br />
June's AIIM Forum UK will help organisations to 'get to grips with the next era of<br />
ECM', says Rich Tribe of event managers Revolution Events<br />
The world of Enterprise Content<br />
Management may be changing but<br />
it's certainly not going away. The<br />
need to securely and intelligently manage<br />
information and the demand for skilled<br />
information professionals continue to be<br />
ongoing pressures.<br />
Even so, the traditional tools,<br />
technologies and strategies currently used<br />
by most large organisations are being<br />
contested and new approaches are<br />
emerging. We already see this in the<br />
transformation of Microsoft's Office<br />
products, the continued rise of file sync<br />
and share systems and, though it's still<br />
early days, the arrival of artificial<br />
intelligence and blockchain technology on<br />
the ECM landscape.<br />
At this year's AIIM Forum UK you can get<br />
the inside track on what these changes<br />
look like for you and your organisation,<br />
while also discovering the new<br />
opportunities and challenges that are<br />
emerging as a result.<br />
With valuable insights from highlyinformed<br />
speakers such as AIIM President<br />
Peggy Winton and Alan Pelz-Sharpe from<br />
Deep Analysis, this free one-day event will<br />
keep you bang up-to-date with the latest<br />
developments in this fast-moving sector:<br />
from significant user trends and incoming<br />
legislation, to new service innovations and<br />
cutting-edge technologies.<br />
In her lunchtime keynote about "A<br />
Community on the Move", Peggy<br />
Winton explains why we need to<br />
remember where content management<br />
has been in order to understand what's<br />
coming next - via a historical journey<br />
through the three major 'content eras'<br />
of the past two decades.<br />
In this latest era, we have all become<br />
information consumers and brokers,<br />
constantly touching information to do our<br />
everyday work, while 'information<br />
professionals' are entrusted with the<br />
stewardship of information throughout<br />
the entire enterprise. No matter what role<br />
you play, the AIIM Forum encourages you<br />
to tap into the collective wisdom of a<br />
thriving and diverse community of people<br />
who really care about information-driven<br />
innovation.<br />
The annual AIIM Forum is designed to<br />
provide businesses with independent<br />
advice, best practice and thought<br />
leadership to help them tackle the everevolving<br />
information landscape and<br />
address key issues highlighted by AIIM's<br />
ongoing research.<br />
A full day of keynotes, case studies,<br />
workshops and roundtables cover<br />
AIIM FORUM UK<br />
Wednesday 21st June 2017<br />
Ibis London Earl's Court (ILEC),<br />
47 Lillie Road,<br />
London,<br />
SW6 1UD<br />
Free entry, free lunch, free refreshments<br />
Free keynotes from industry thought-leaders<br />
Free case studies of real-life situations<br />
Free roundtables and panel discussions<br />
Free demonstrations of the latest innovations<br />
Free exhibition of leading solution providers<br />
everything from business transformation,<br />
cross-industry working and SharePoint<br />
deployment to information governance,<br />
privacy matters and EU data protection<br />
legislation (GDPR).<br />
By showcasing new innovations in the<br />
co-located exhibition area, the event also<br />
helps delegates to understand the ECM<br />
technologies that are becoming essential<br />
to improving process efficiency, customer<br />
service and competitive edge while<br />
maintaining compliance - including new<br />
innovations from ibml, Kodak Alaris, M-<br />
Files, Restore, Swiss Post Solutions,<br />
Harmon.ie, Repstor, CCube, Restore,<br />
Filestream, Fenestrae, Crown Records<br />
Management, Twofold and many more<br />
leading suppliers.<br />
Entry is free of charge for all business<br />
executives working in information,<br />
finance, compliance and IT management.<br />
More info: www.aiimforum.co.uk<br />
For more information and online registration visit: www.aiimforum.co.uk.<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
23
Dm STRATEGY: GDPR<br />
Ready to go?<br />
Is your business ready<br />
for GDPR? Frank<br />
Krieger, Director of<br />
Compliance at iland,<br />
discusses the three<br />
areas he believes<br />
should demand the<br />
most attention in the<br />
months ahead<br />
If you're a CIO, you'll be hard pushed<br />
not to already feel the pressure of<br />
the General Data Protection<br />
Regulation (GDPR) encroaching on your<br />
plans for the year ahead. I have read<br />
countless articles debating and<br />
deliberating its potential consequences<br />
as organisations start to prepare for its<br />
arrival in May, 2018. However, despite<br />
a plethora of column inches devoted to<br />
GDPR, there is still quite a bit of<br />
uncertainty about how to plan for it.<br />
The most prominent GDPR soundbite<br />
relates to the financial implications of<br />
not being fully compliant by 25th May<br />
2018. For the uninitiated among us,<br />
organisations that fail to properly<br />
protect customer data can be fined up<br />
to a maximum of 20m euros or 4% of<br />
their total worldwide annual turnover,<br />
whichever is higher. Given the<br />
consequences it's easy to see why the<br />
Chief Information Officer community is<br />
concerned and, moreover, why<br />
professional services giant KPMG is<br />
warning CEOs not to stall on preparing<br />
their businesses for the arrival of GDPR.<br />
All of this is despite uncertainties<br />
around how its contents will apply to<br />
UK organisations in the wake of the<br />
June 2016 Brexit vote.<br />
One of the definitive attributes of<br />
organisations that will actually thrive<br />
under a GDPR environment will be<br />
whether a company has a culture of<br />
information security instilled within the<br />
business coupled with management<br />
backing to ensure compliance - and<br />
that they work with a cloud services<br />
provider who also has that same<br />
24<br />
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www.document-manager.com
STRATEGY: GDPR Dm<br />
"IF YOU ARE STORING DATA WITH A CLOUD PROVIDER THERE ARE A NUMBER OF THINGS TO CONSIDER. FIRSTLY,<br />
FROM THE MOMENT YOUR DATA GOES INTO THE CLOUD YOU TYPICALLY ALLOW THE PROVIDER TO TAKE<br />
RESPONSIBILITY FOR HOW THE DATA IS STORED, PROTECTED AND ACCESSED… OFTEN THERE IS LITTLE OR NO<br />
VISIBILITY OF WHERE THE DATA IS, WHO COULD POTENTIALLY HAVE ACCESS TO IT, AND HOW SECURE IT IS. THERE<br />
ARE NOW NEW RISKS THAT NEED TO BE MANAGED, DUE DILIGENCE TO BE PUT IN PLACE, AND GDPR<br />
REQUIREMENTS ON DATA PROCESSING TO BE MET."<br />
culture instilled.<br />
So, to try and provide some clarity<br />
amongst the GDPR confusion, I would<br />
like to briefly discuss three of the key<br />
aspects which I believe demand<br />
attention in the months ahead.<br />
DATA SOVEREIGNTY IN THE<br />
CLOUD<br />
Where data is stored is a key factor. If<br />
you are storing data with a cloud<br />
provider there are a number of things<br />
to consider. Firstly, from the moment<br />
your data goes into the cloud you<br />
typically allow the provider to take<br />
responsibility for how the data is<br />
stored, protected and accessed. The<br />
risk is that you now have to trust the<br />
provider and their infrastructure, staff,<br />
policies and procedures. Often there is<br />
little or no visibility of where the data<br />
is, who could potentially have access<br />
to it, and how secure it is.<br />
There are now new risks that need to<br />
be managed, due diligence to be put<br />
in place, and GDPR requirements on<br />
data processing to be met.<br />
Additionally, you should be asking the<br />
cloud provider how your data is<br />
managed and be able to audit that<br />
function to ensure proof of<br />
compliance.<br />
GOVERNANCE<br />
The most time spent on GDPR will<br />
likely be the ongoing management of<br />
growing volumes of personal data.<br />
Once GDPR is in force, data audit trails<br />
will become obligatory, encompassing<br />
all personal data from when the data<br />
was first retrieved, the permission that<br />
was gained for businesses to hold the<br />
data, when it was entered into the<br />
system, when it was accessed and by<br />
whom, and with whom that data is<br />
shared. If a person then unsubscribes,<br />
the audit trail will need to show that<br />
request being made, received,<br />
implemented within the document<br />
management system, and adhered to.<br />
THE BREXIT MYTH<br />
Any debate over whether or not GDPR<br />
will affect the UK is inconsequential.<br />
Although the Brexit process is under<br />
way, the UK is unlikely to leave the EU<br />
before the middle of 2019, which is<br />
after GDPR comes fully into force. It is<br />
therefore abundantly clear that GDPR<br />
will be part of UK law until such point<br />
that the government decides to repeal<br />
some of the EU laws which apply in the<br />
UK, and that will take yet more time.<br />
'Brexit means Brexit', as Prime<br />
Minisiter Theresa May has said, but it<br />
is unthinkable that when it happens,<br />
bilateral trade and the cross-border<br />
marketing of goods and services with<br />
the EU will cease at that precise<br />
moment. Whilst the decision to leave<br />
the EU has long-term implications for<br />
the legislative framework in the UK,<br />
this will not affect the need for<br />
organisations to adopt the GDPR.<br />
CONCLUSION<br />
The General Data Protection<br />
Regulation has to be on the agenda<br />
for 2017. Its impact goes well beyond<br />
the IT team; it has wide-reaching<br />
implications at board level and any<br />
organisation that does not begin<br />
serious preparations in 2017 will<br />
struggle to meet the May 2018<br />
deadline and put itself at serious<br />
business risk.<br />
The fact remains that the UK is going<br />
to continue to do business with<br />
Europe and vice versa. In order for<br />
British businesses to share information<br />
and provide services for EU consumers<br />
the law has to be equivalent.<br />
Therefore even if the EU's GDPR code<br />
no longer applies directly to UK<br />
institutions, the state of affairs will be<br />
maintained by making the relevant<br />
articles of UK law a virtual mirror of<br />
EU law.<br />
In order to be ready for the GDPR<br />
deadline, organisations need to begin<br />
preparing now. The first step must be<br />
to examine data privacy compliance<br />
and to understand not only how data<br />
is collected, stored, used and deleted,<br />
but what data is actually needed to<br />
manage the business and employment<br />
relationships. Taken one step at a time<br />
GDPR is perfectly manageable. The key<br />
is not to get distracted and not to<br />
delay what will in the end be<br />
inevitable.<br />
More info: www.iland.com<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
25
Dm INFRASTRUCTURE: CAPTURE<br />
The one and only<br />
Standardising on a single platform for scanning and<br />
capture can help reduce operational costs and improve<br />
Enterprise agility, argues ibml's Ashley Keil<br />
Operating on a fragmented scanning<br />
and document capture<br />
infrastructure is a stark reality for<br />
many enterprises today. Often companies<br />
have legacy scanning and document<br />
capture solutions due to the purchase of<br />
point solutions by departments or business<br />
units, a failure to consolidate systems after<br />
mergers and acquisitions, or the<br />
deployment of systems to address a single<br />
document input channel. But, as document<br />
and data volumes explode and document<br />
input channels multiply, businesses need a<br />
standardised scanning and document<br />
capture infrastructure that is cost-effective<br />
and flexible.<br />
Failing to optimise scanning and document<br />
capture infrastructure hampers business<br />
operations by creating manual processes,<br />
obstructing information tracking and<br />
reporting, complicating security and<br />
auditing, requiring the purchase of new<br />
software and hardware as business<br />
requirements change, and potentially<br />
jeopardising the business case for scanning<br />
and document capture technology.<br />
However, running a mix of solutions<br />
acquired on a piecemeal basis is expensive<br />
and complex to manage. It may lack basic<br />
essential capabilities such as centralised<br />
administration. It can increase maintenance<br />
costs and require operators to have a strong<br />
knowledge of many systems.<br />
Organisations shouldn't attempt a<br />
wholesale replacement of their legacy<br />
scanning and document capture systems,<br />
much less the deployment of an enterprisewide<br />
platform all at once. Overly ambitious<br />
enterprise deployments are likely to get<br />
bogged down, delaying a return on<br />
investment and potentially resulting in<br />
second-guessing among senior managers<br />
whose support is required for a project to<br />
move forward. Deploying an enterprise<br />
platform all at once also may result in excess<br />
scanning capacity before organisations have<br />
completed their migration to the system.<br />
A better approach to deploying an<br />
enterprise-wide platform is to think big, but<br />
start small:<br />
1.Select a scanning and document<br />
capture platform that meets current and<br />
long-term needs.<br />
2. Scale and deploy the solution to meet the<br />
requirements of a department or<br />
application.<br />
3. Once the platform has demonstrated<br />
payback in its initial deployment, extend the<br />
platform to meet the requirements of<br />
another department or application.<br />
The key to success is ensuring that the<br />
organisation chooses a platform that meets<br />
both its current and long-term needs, while<br />
being able to cost-effectively scale to meet<br />
these requirements.<br />
DIVERSITY MEANS COMPLEXITY<br />
Running a mix of point solutions acquired<br />
on a piecemeal basis presents a number<br />
of downsides:<br />
Poorly scaled hardware: A multiple<br />
system environment where software<br />
runs on dedicated hardware leads<br />
to excess capacity and wasted<br />
capital investments. Organisations<br />
must "rip and replace" hardware<br />
when their volumes or processing<br />
requirements change.<br />
Poor user experience: In a mixed systems<br />
environment, staff must be trained on<br />
multiple point solutions, rather than a<br />
single platform. Staff must also sign into<br />
multiple systems to perform daily<br />
functions, such as retrieving images and<br />
data. Similarly, a multi-system<br />
environment makes it virtually<br />
impossible to centrally administer and<br />
manage operations. It is also difficult<br />
(and sometimes impossible) to share<br />
images and data across disparate<br />
platforms. Even in cases where content<br />
can be shared, the cost of integration is<br />
very high. Upgrades to any one system<br />
may have the domino effect of requiring<br />
costly and time-consuming changes to<br />
the integration layer.<br />
No support for multiple input channels:<br />
Most point solutions are designed for a<br />
single document input channel,<br />
requiring organisations to deploy<br />
multiple systems.<br />
Lack of visibility: It is difficult to get<br />
timely insights when information resides<br />
in multiple systems. Similarly, operations<br />
managers cannot get a holistic view of<br />
how their various systems are operating<br />
across the enterprise. Fragmented<br />
scanning and document capture<br />
systems also limit an organisation's<br />
ability to comply with internal,<br />
governmental and/or industry mandates<br />
for security, privacy, auditability tracking,<br />
and reporting. In industries such as<br />
healthcare and financial services, strict<br />
data privacy and confidentiality<br />
regulations are difficult to comply with<br />
using fragmented systems.<br />
High maintenance costs: The cost and<br />
risk of supporting disparate systems and<br />
26<br />
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May/June 2017<br />
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INFRASTRUCTURE: CAPTURE Dm<br />
solutions are notoriously high, due<br />
to multiple support contracts,<br />
multiple points of contact when<br />
problems occur, and costly fees to<br />
maintain (customised) connections<br />
between systems.<br />
BENEFITS OF A STANDARDISED<br />
PLATFORM<br />
Significant business benefits come with<br />
replacing disparate scanning and document<br />
capture systems with a single platform that<br />
can handle all types of document input and<br />
adapts to changing needs.<br />
Here's how standardising on ibml's platform<br />
eliminates the issues of a multi-system<br />
infrastructure:<br />
Improved hardware scalability: ibml<br />
ImageTrac suite of production scanners<br />
start at the desktop and scale to ultrahigh-speed<br />
devices. This range of<br />
devices allows organisations to more<br />
accurately scale their scanning and<br />
document capture platform to the<br />
specific needs of a department,<br />
application or the enterprise. ibml<br />
scanners can be transparently<br />
interchanged or "mixed and matched"<br />
as needs change, enabling<br />
organisations to maximise their<br />
investments. For instance, a service<br />
bureau or in-house processor can<br />
initially deploy a desktop device and<br />
then migrate to ibml's ultra-high-speed<br />
scanners as volumes dictate. Hardware<br />
that an organisation has outgrown can<br />
be used for backup/disaster recovery.<br />
Centralised information management:<br />
ibml Capture Suite provides operational<br />
intelligence to help organisations<br />
ensure regulatory compliance, improve<br />
tracking and control, and standardise<br />
scanning operations and the<br />
information they provide. Centralised<br />
authentication provides users a single<br />
login for secure, global access to all<br />
applications. Access can be customised<br />
for specific users and groups,<br />
depending on security requirements.<br />
This assists compliance with<br />
government, industry, and customer<br />
privacy and security mandates.<br />
Additionally, ibml Analytics provides a<br />
holistic view of performance metrics<br />
across an organisation's scanning<br />
operations, providing more robust<br />
reporting. The consistent interface eases<br />
or eliminates the training burden on<br />
staff and improves usability as business<br />
requirements expand.<br />
Integrated with legacy technology and<br />
processes: ibml Capture Suite is<br />
designed to work with all ibml scanners<br />
as well as those from other<br />
manufacturers, co-exist with any<br />
capture or downstream solution and<br />
support both distributed and<br />
centralised document scanning<br />
environments. ibml Capture Suite also<br />
enables users to integrate existing<br />
multi-function printers (MFPs) with the<br />
centralised capture platform. PostScan<br />
can also format images and data for<br />
direct integration into a wide range of<br />
systems, including data capture<br />
solutions, enterprise content<br />
management solutions, image archival,<br />
and workflow/ business process<br />
automation. All of this significantly<br />
reduces the threat of information being<br />
misdirected, late, or lost.<br />
Quality control: Ensuring the<br />
optimum quality of scanning jobs is<br />
critical for organisations, particularly<br />
those with stringent SLAs, rapidlygrowing<br />
volumes or multiple<br />
operations centres. Quality Control<br />
allows users to quickly review images<br />
of documents and batches, and add<br />
comments to batches or individual<br />
documents. System administrators<br />
can predetermine batches or<br />
documents requiring review based on<br />
a wide range of criteria, including<br />
transaction type, document type, or<br />
whether it is a flagged document.<br />
Batches can be automatically queued<br />
based on their priority.<br />
Automated document classification and<br />
metadata extraction across input<br />
channels: Organisations of all sizes are<br />
receiving an increasingly diverse mix of<br />
documents from multiple input<br />
channels. Synergetics employs full-page<br />
advanced text classification and imagebased<br />
classification to identify and sort<br />
documents such as invoices, tax forms,<br />
mortgage documents, insurance<br />
applications, and medical records,<br />
regardless of the document input<br />
channel. Synergetics uses barcodes and<br />
other values on documents to<br />
automatically determine where a<br />
document starts and ends.<br />
Decreased cost of ownership:<br />
Leveraging ibml's end-to-end platform<br />
provides organisations with a single<br />
point of contact in the event of a<br />
system problem. This reduces support<br />
costs, accelerates problem resolution,<br />
streamlines staff training, and eases<br />
system administration.<br />
Finally, standardising on ibml's platform<br />
means organisations will have consistent<br />
capabilities across their applications,<br />
departments, or enterprise. In a multisystem<br />
environment, staff frequently<br />
cannot perform tasks or find necessary<br />
information because they are on the<br />
"wrong" system.<br />
THE BOTTOM LINE<br />
There is no let-up in sight to the growth of<br />
document and data volumes, and the value<br />
of gathering accurate data as quickly as<br />
possible. With so much at stake, selecting<br />
the right scanning and document capture<br />
infrastructure is critical to a company's<br />
ability to meet its current and long-term<br />
requirements. Organisations can achieve<br />
significant benefits by standardising on a<br />
single scanning and document capture<br />
platform, starting with one department or<br />
application and extending the platform<br />
after it demonstrates return on investment.<br />
The ibml software suite and scanners<br />
provide a foundation for companies to<br />
lower total cost of ownership, improve<br />
efficiency, increase information visibility, and<br />
centralise administration and tracking.<br />
Standardising on the ibml platform enables<br />
companies to meet current and future<br />
requirements.<br />
More info: www.ibml.com<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
27
Dm MARKET FOCUS: EDUCATION<br />
Pupil power<br />
Mike Nelson, Vice President at PFU (EMEA) Limited,<br />
examines the potential benefits of using professional<br />
document scanners in school environments<br />
The digital age offers great benefits to<br />
classrooms. It provides great<br />
opportunities for communication and<br />
cooperation between students, parents and<br />
teachers (think of social media), and allows<br />
schools to be much more dynamic and upto-date.<br />
Digital media should be viewed as<br />
a clear improvement for the school<br />
environment and never as an obstacle. If<br />
the school is digitised, it can better prepare<br />
its students to face the modern day digital<br />
world. Through increased use of laptops,<br />
tablets and smartphones, students have<br />
changed their expectations. They expect to<br />
receive information and content in digital<br />
format in order to work with it no matter<br />
where they are.<br />
The "digital classroom" is not just a<br />
buzzword; digital technology is changing<br />
the whole concept of teaching for both<br />
teachers and students. New technologies<br />
are making more and more of a footprint<br />
in schools, for example in research where<br />
students benefit from a digital workflow<br />
in the classroom that make their lessons<br />
more interesting.<br />
Smart scanning makes teaching more<br />
efficient. State-of-the-art scanners are easy<br />
to use and feature an extensive software<br />
package that facilitates the creation of<br />
creative material in the classroom at any<br />
time and for everyone. A scanner solution<br />
allows teachers to streamline their<br />
workflow and make their teaching more<br />
innovative. Instead of having to search for<br />
information in paper documents that may<br />
have been damaged by the passage of<br />
time, or copying parts of the document or<br />
rewriting them again, they can simply scan<br />
them. By using automatic software<br />
functions, such as Optical Character<br />
Recognition (OCR), teachers can work on<br />
documents using standard MS Office<br />
programs. For example, the scanner<br />
combines a scanned image with a<br />
worksheet to produce a questionnaire.<br />
Students can then work on it individually<br />
on a PC or go through the exercise together<br />
on an electronic white board. Furthermore,<br />
existing documents can be easily shared<br />
throughout the school, allowing teachers<br />
to save time in preparing their classes and<br />
focusing more on their core teaching tasks.<br />
DIGITAL NATIVES PREFER<br />
DIGITAL TOOLS<br />
An easy-to-access mobile scanner gives<br />
students the opportunity to analyse all the<br />
paper documents they need for their<br />
classes and their home study and allows<br />
them to retrieve them in an instant. Many<br />
of the newer models can scan directly to a<br />
tablet, mobile phone, PC or Mac, offering<br />
students still greater flexibility.<br />
The possibilities offered by scanning<br />
documents are endless. In one example,<br />
the art department of a school was<br />
evaluating different ways of storing<br />
artworks digitally and pass them on to<br />
students. With new scanners that allow the<br />
scanning of large formats (up to A3), the<br />
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May/June 2017<br />
www.document-manager.com
MARKET FOCUS: EDUCATION Dm<br />
students only have to place an artwork<br />
under the lamp-shaped scanner. The<br />
device is attached to the laptop in the<br />
classroom and the students begin the<br />
session, press the button and their work<br />
is scanned to the corresponding<br />
directory in a few seconds, a real time<br />
saving in a class of 30.<br />
Of course scanners are not only used in<br />
class-related activities for a richer<br />
learning experience, but they also help<br />
improve the management of education<br />
centres. Flexible scanners (see boxout)<br />
have been developed that allow the<br />
processing of a wide variety of<br />
documents. They scan documents up to<br />
A3 size and even take 3D objects up to<br />
30 mm high, which means that open<br />
books and other bound documents can<br />
be easily scanned.<br />
University libraries can also benefit<br />
from new capture technology, which<br />
can also be used to digitise delicate and<br />
valuable historical documents, and in<br />
this way facilitate their conservation so<br />
that future generations can access them.<br />
A contact-free scanner guarantees<br />
excellent image quality and document<br />
protection: the original document<br />
cannot be damaged because there is no<br />
physical interaction, contact or pressure.<br />
An integrated wireless connection<br />
allows students to scan documents<br />
directly to their smartphones or to cloud<br />
applications. This type of performance is<br />
also ideal for supporting management<br />
tasks by capturing documents, such as<br />
records, catering applications, invoices,<br />
human resources material and any other<br />
documentation related to the<br />
administration of the school. They can<br />
scan both sides of a page and process<br />
mixed document batches in one go.<br />
In short, schools can quickly see for<br />
themselves the benefits offered by<br />
scanning and digitising documents<br />
including, among others, increased<br />
collaboration between staff members,<br />
students and parents. Scanners are used<br />
not only in class-related activities to<br />
achieve a richer learning experience, but<br />
can also help make school management<br />
more efficient and easier.<br />
More info: emea.fujitsu.com/scanners<br />
MINI CASE STUDY - ARCHITECTURAL ASSOCIATION SCHOOL OF ARCHITECTURE<br />
London's Architectural Association School of Architecture is a world renowned educational facility for aspiring architects. The<br />
school has over 600 students and is keen to provide its students with the latest technological enhancements to help them<br />
achieve professional success.<br />
As a natural consequence of their chosen subject, students here have a high requirement to scan heavily image-based<br />
journals which can be thick and bulky. Although some scanning facilities were already in place, student feedback on the<br />
two older style flatbed scanners currently installed in the library was that they were very slow and the quality of the image<br />
was variable.<br />
Students also found that too many steps were needed to get to the final scanned image, and that once an electronic<br />
image had been produced, the bundled software was difficult and awkward to use. These scanners also took up a lot of<br />
desk space.<br />
After seeing a demonstration of a Fujitsu ScanSnap SV600 at a conference, Architectural Association staff hoped it was<br />
just the solution they had been looking for and immediately organised a trial. The results spoke for themselves: "The SV600<br />
is just so much quicker at scanning multiple pages and with its one-button operation, it couldn't be easier for students to<br />
use" says Eleanor Gawne, Librarian at the Association. "Its small footprint saves so much room on the desk and its pageturn<br />
detection is fabulous when scanning full journals."<br />
The ScanSnap SV600 is a high-speed and versatile overhead scanner which is especially useful for delicate material as, due<br />
to its overhead design, no part of the scanner physically touches the document at any time, as Eleanor Gawne explains:<br />
"Scanning delicate or fragile documents was not permitted with the flat-bed scanners due to potential damage, and<br />
students mostly opted to take photos on their mobile devices instead, which is obviously not ideal for accurate image<br />
replication. With the SV600 this is no longer an issue."<br />
The overall impact on the student experience of this one simple change made by the library is improved workflow<br />
efficiency, a cut down on wait times to scan, and greatly increased accuracy and quality of captured images.<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
29
Dm CASE STUDY: HILSON MORAN<br />
Building the case for document automation<br />
Staff at engineering and building consultancy Hilson Moran are enjoying the<br />
affordable PDF functionality that they found as an 'added bonus' to their print<br />
management software<br />
London's landmarks are recognised<br />
globally. An eclectic mix of new,<br />
old, mild and wild, they combine<br />
to create a visual variety that eclipses<br />
many other cities in their quest to<br />
impress. Behind some of London's most<br />
talked about buildings - including The<br />
Gherkin, 20 Fenchurch Street and some<br />
of the iconic buildings at Canary Wharf<br />
- is Hilson Moran, a leading<br />
independent multidisciplinary<br />
consultancy for the built environment.<br />
For over 35 years, it has been designing<br />
engineering systems for a wide range<br />
of projects from a network of offices in<br />
the UK, Europe and the Middle East.<br />
Today, it is using Imaging solutions<br />
from Nuance Communications<br />
combined with MFPs to bring control<br />
and efficient management to its<br />
document workflow processes.<br />
CONTROL AND INSIGHT<br />
The driver behind the implementation<br />
of the intelligent print management<br />
solutions from Nuance was to bring<br />
greater control and insight to printed<br />
output and bring accountability for<br />
what was being printed and by whom.<br />
It also wanted to implement a process<br />
and mechanism for efficient data<br />
capture and electronic document<br />
distribution, as well as replacing the<br />
time-consuming and error-prone<br />
process of manually-populating static<br />
forms. Furthermore, the company<br />
30<br />
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CASE STUDY: HILSON MORAN Dm<br />
"IT'S SO AFFORDABLE THAT WE CAN DEPLOY THE SOLUTION TO MORE PEOPLE THAN BEFORE, ANSWERING THE<br />
CALL FROM MANY OF THE STAFF WHO ASKED TO HAVE A PDF SOLUTION ON THEIR DESKTOP. WITH ADOBE<br />
BEING SO EXPENSIVE, WHAT WE ARE LOOKING AT NOW IS A WIN-WIN SOLUTION."<br />
maintains two ISO accreditations to<br />
demonstrate the quality of its working<br />
practices and diligence with respect to<br />
environmental considerations.<br />
With those ambitions in mind, Roger<br />
Waters-Duke, Finance Director, Hilson<br />
Moran, vividly puts into context why the<br />
company needed to tighten up its rules<br />
on print and copy. "We worked out that<br />
our annual paper recycling stacked up<br />
to the height of The Gherkin. This is<br />
because people would print, forget they<br />
had and then print again."<br />
The deployment of Equitrac -<br />
Nuance's print management and cost<br />
recovery solution - has slashed<br />
needless print waste, and has had a<br />
positive knock-on effect on cost<br />
savings, as Roger explains: "With<br />
Equitrac, users can only release<br />
documents after they have typed in a<br />
PIN number. This has dramatically<br />
reduced paper waste." There has been<br />
a further security benefit, too:<br />
"Equitrac also reduces the chance of<br />
printing a confidential document to<br />
the wrong printer, in the wrong office."<br />
Clever print rules have helped the<br />
company rein in print costs, too. The<br />
default print mode is now mono and<br />
Roger estimates that, compared to<br />
colour, mono print cost are a tenth of<br />
the price. To show how the company<br />
benefits from this intelligent print<br />
management strategy, Hilson Moran<br />
uses the Equitrac reports to create<br />
posters which are displayed next to<br />
each MFP, showing users the cost<br />
savings that have been achieved since<br />
deploying the solution as well as any<br />
potential environmental benefits.<br />
For a company that prides itself on<br />
thinking ahead, unsurprisingly Hilson<br />
Moran is already considering how<br />
Nuance's Imaging solutions can help it<br />
drive further efficiency within the<br />
business. To improve efficiency it uses<br />
the scanning services to process<br />
purchase ledger invoices into the<br />
systems to allow electronic approval.<br />
A FAMILY OF SOLUTIONS<br />
Another Nuance solution being used<br />
by Hilson Moran is eCopy PDF Office<br />
Pro, the smart desktop PDF<br />
companion to MFP scanning. It<br />
enables easy, yet powerful PDF<br />
creation, editing, conversion and<br />
collaboration for maximum savings<br />
without compromise.<br />
In a further display of pioneering<br />
thinking, Hilson Moran has combined<br />
Nuance PDF Office Pro via a projector<br />
with its interactive boards to create an<br />
easy-to-use and powerful<br />
collaboration tool. Thanks to PDF<br />
Office Pro, "Using this set up", explains<br />
Roger, "we can zoom in on a drawing<br />
and mark up any changes together in<br />
one document, which is much easier<br />
for us."<br />
It is also used for more conventional<br />
tasks including quickly scanning and<br />
capturing data. Roger explains that<br />
Scan-to-email has proved to be<br />
popular and is widely used, while he<br />
describes the Scan-to-me function as<br />
"brilliant. To be able to scan<br />
something, then send it immediately,<br />
is very impressive."<br />
NO COMPROMISES<br />
Nuance PDF Office Pro has really come<br />
into its own on tasks like completing<br />
fields on forms. This saves a lot of<br />
time for users who historically had to<br />
manually populate the form with data<br />
or information. It also resolved an<br />
issue the company faced when<br />
preparing a document for use in the<br />
Middle East. If one mistake is made in<br />
a document, the entire document has<br />
to be rewritten. When the document<br />
is long and complex, a rewrite serves<br />
only to invite further errors, which is<br />
why, as Roger explains, "...one<br />
handwritten document had to be<br />
resubmitted eight times."<br />
Now, using PDF Office Pro, in the<br />
event of an error, only the amendment<br />
is made, which has resulted in a<br />
reduction in error rates and far quicker<br />
document turnaround times. The<br />
product's impressive performance is<br />
backed up by other qualities<br />
highlighted by Roger: "We find the<br />
PDF comparison function really useful,<br />
and the fact that PDFs are searchable<br />
saves a lot of time. It's also very easy<br />
to quickly convert Word and Excel<br />
documents to PDFs."<br />
This performance and flexibility<br />
hasn't come at a price, though. "It's so<br />
affordable that we can deploy the<br />
solution to more people than before,<br />
answering the call from many of the<br />
staff who asked to have a PDF solution<br />
on their desktop. With Adobe being<br />
so expensive, what we are looking at<br />
now is a win-win solution." At Hilson<br />
Moran, PDF Office Pro's affordable and<br />
flexible licence fee is rolled into the<br />
company's overall managed print<br />
service charge, and therefore Roger<br />
states he sees PDF Office Pro as "a zero<br />
cost to us."<br />
For a company long-associated with<br />
landmarks, it is appropriate, then, that<br />
Hilson Moran has settled for<br />
recognised landmark Imaging<br />
Solutions from Nuance.<br />
More info: www.nuance.co.uk<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
31
Dm STRATEGY: CONTENT SERVICES<br />
Breaking down the walls<br />
It's time for antiquated ECM suites to give way to<br />
modern Content Services platforms, argues Brendan<br />
English, Vice-President at ASG Technologies<br />
Content is one of the most valuable<br />
commodities that any business<br />
owns today. It's the key driver of<br />
customer interactions; the crucial<br />
foundation of core business processes,<br />
and it helps shape senior-level decisionmaking.<br />
Yet, increasingly it presents as<br />
much a challenge as an opportunity to<br />
the enterprise. Document volumes are<br />
growing exponentially; regulations are<br />
becoming more complex and yet users<br />
are demanding simplicity and ease of<br />
use. These, in a nutshell, are the key<br />
content management issues facing<br />
enterprises today.<br />
Unfortunately, the volume and<br />
complexity of problems businesses face<br />
are typically compounded rather than<br />
allayed by the unwieldy legacy solutions<br />
they use. Once seen as the hero of<br />
businesses struggling to store and manage<br />
their growing content volumes, traditional<br />
enterprise content management (ECM) no<br />
longer works effectively in practice. The<br />
reality is many enterprises are using<br />
multiple systems to store all of their<br />
content. This article considers the<br />
shortcomings of this increasingly outdated<br />
approach and goes on to look at how<br />
modern content services platforms can<br />
provide a solution.<br />
TRADITIONAL ECM IS FAILING<br />
A recent ASG-commissioned technology<br />
adoption profile study, "Today's Enterprise<br />
Content Demands a Modern Approach"<br />
conducted by Forrester Consulting polled<br />
over 200 IT managers, enterprise architects<br />
and operations decision makers involved<br />
with content management at their<br />
organisations. It found 95% were using<br />
more than one system to manage<br />
enterprise content, including 31% that were<br />
using five or more systems. These<br />
duplicitous systems lead to disjointed<br />
information with hard to access retrieval<br />
and use. In traditional legacy environments<br />
therefore, it is often a given that the whole<br />
content management process will be<br />
cumbersome and unwieldy. Lack of<br />
flexibility is therefore one clear shortcoming<br />
of existing approaches to ECM.<br />
Organisations want to invest in systems and<br />
technology that allow them to grow and<br />
adapt to changing market but traditional<br />
ECM often hinders them rather than<br />
helping them to do so.<br />
Further, the amount of data these<br />
organisations are tasked with storing has<br />
increased significantly over the past two<br />
years, with 82% of respondents reporting<br />
an increase in unstructured data in the<br />
form of business content, like office<br />
documents, presentations, spreadsheets,<br />
and rich media.<br />
They also have to manage a great deal of<br />
transactional content originating from<br />
outside the organisation, like applications,<br />
claims, contracts, and forms. Not<br />
surprisingly, storage figures reflect the<br />
increased growth with the majority of<br />
organisations (60%) storing 100 terabytes<br />
(TBs) or more of unstructured data, and<br />
nearly one-quarter (23%) having 1 petabyte<br />
(PB) or more of data. Traditional ECM<br />
systems typically struggle to cope with this<br />
level of growth due to another key<br />
shortcoming - their inability to scale.<br />
Typically, these solutions are either<br />
hampered by being locked into existing<br />
architectures or they are limited and<br />
therefore unable to accommodate large<br />
storage volumes.<br />
Most traditional ECM solutions also<br />
struggle to manage growing regulatory and<br />
security requirements. As the Forrester<br />
Consulting study highlights: "Sharing<br />
content with external parties is becoming<br />
the norm. But with that comes expanding<br />
regulatory and compliance demands and an<br />
increased urgency to protect both customer<br />
and enterprise data." In line with this, the<br />
top two content management challenges<br />
for organisations identified in the study are<br />
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STRATEGY: CONTENT SERVICES Dm<br />
"WHILE SOLUTIONS OF THE PAST REQUIRED AN ENTERPRISE TO SPEND MONTHS CONSOLIDATING CONTENT<br />
ACROSS SILOED REPOSITORIES INTO ONE LOCATION, THAT'S NOT NECESSARY TODAY. INSTEAD, MODERN<br />
ENTERPRISES CAN LEVERAGE CONTENT SERVICES TO MANAGE ASSETS ACROSS MULTIPLE CONTENT<br />
REPOSITORIES, WHETHER IN THE CLOUD OR ON-PREMISE, AND KEEP THAT INFORMATION IN ITS NATIVE FORM<br />
WHILE STILL MAKING IT EASILY ACCESSIBLE."<br />
'providing secure content access to our<br />
extended enterprise,' and 'meeting<br />
expanding regulatory and compliance<br />
demands.'<br />
Enterprises today are clearly challenged by<br />
the need to manage large volumes of<br />
content in multiple formats in a compliant<br />
and secure manner, especially as manuallyexecuted<br />
tactics used in traditional<br />
approaches to do this, are generally<br />
expensive, inconsistent and timeconsuming.<br />
Equally, with traditional ECM, it<br />
can be typically difficult to put in place and<br />
then monitor and maintain a fully<br />
enforceable approach to access security.<br />
WHAT'S NEEDED FROM A SOLUTION<br />
How can organisations effectively address<br />
the multiple challenges outlined above?<br />
First, it's important to note that the process<br />
does not have to be resource intensive.<br />
While solutions of the past required an<br />
enterprise to spend months consolidating<br />
content across siloed repositories into one<br />
location, that's not necessary today.<br />
Instead, modern enterprises can leverage<br />
content services to manage assets across<br />
multiple content repositories, whether in<br />
the cloud or on-premise, and keep that<br />
information in its native form while still<br />
making it easily accessible. By providing<br />
controlled access and integrating content<br />
from any device, anywhere, these<br />
solutions can effectively scale to<br />
accommodate growing data volumes,<br />
while at the same time breaking down the<br />
repository walls created by proprietary<br />
systems and allowing content to be stored<br />
in public and private clouds, on-premise<br />
and hybrid environments for greater<br />
flexibility and savings.<br />
At the same time, however, they need to<br />
be aware that the regulatory environment<br />
is becoming ever more complex, and its<br />
dynamic nature means processes must be<br />
put in place to effectively ensure<br />
compliance and business success.<br />
To survive and thrive in the future,<br />
businesses must learn how to balance the<br />
scales of mobility and workflow with<br />
regulations and multiple environments.<br />
Flexible deployment of content services can<br />
support legacy systems. With a flexible<br />
content solution, modern enterprises can<br />
get accurate information on every device<br />
while staying within the growing demands<br />
of regulation.<br />
PRACTICAL ANSWERS<br />
The above, in a sense, outlines the theory<br />
of what businesses can do to move beyond<br />
the pain points and constraints inherent in<br />
using traditional ECM systems and establish<br />
a new standard in this future world of<br />
ECM. At ASG Technologies, we would<br />
recommend a four-pronged approach.<br />
1. Recognise that technologies alone do<br />
not solve the problem of getting content<br />
into the right hands when organisations<br />
are making business decisions. ECM<br />
software is fading. Today's content<br />
solutions connect people with the business<br />
and content they need to make decisions,<br />
disseminate knowledge and collaborate<br />
with customers and colleagues.<br />
2. Look for purpose-built, decoupled<br />
content services architectures, such as<br />
ASG's own Mobius solution, to manage<br />
content. Build your content services<br />
infrastructure for a mobile-first workforce<br />
and look for platforms that expose specific<br />
ECM capabilities as services rather than<br />
fully-formed features.<br />
3. Seek vendors that deliver transparent,<br />
contextual access to the content,<br />
eliminating the need for the user to know<br />
where the asset is stored. Content should<br />
be delivered to the users' workflow through<br />
an intuitive process offering the user<br />
options through a policy controlled<br />
"learning" process;<br />
4. Understand and utilise granular policy<br />
management for content assets. When<br />
reviewing content services architectures,<br />
look for those that have granular policy<br />
management services to provide content<br />
with contextual meaning as well as how it<br />
should be governed. This typically will<br />
include details of when the content is<br />
supposed to be deleted, when it is meant<br />
to be archived, and other information that<br />
is often critical to businesses needing to<br />
effectively govern content. This kind of<br />
rules-based policy foundation approach to<br />
content management is becoming more<br />
powerful in a world where regulatory<br />
pressures are constant and the need for<br />
rigorous compliance and governance is<br />
omnipresent.<br />
POSITIVE PROSPECTS<br />
As we look to the future, we are<br />
increasingly seeing the cumbersome ECM<br />
suites of the past give way to flexible<br />
content services platforms. This new<br />
services approach enables users to attain<br />
access to content across on-premise, cloudbased<br />
and hybrid environments at any time<br />
and from anywhere and also obtain<br />
enhanced visibility across their disparate<br />
systems. In the modern business world,<br />
where content is increasingly king, it will be<br />
those businesses that take the plunge and<br />
migrate to the latest modern content<br />
management approaches that derive the<br />
most value from the content and use it<br />
most successfully to achieve improved<br />
decision-making capabilities, enhance<br />
customer relationships and drive<br />
competitive edge.<br />
More info: www.asg.com<br />
www.document-manager.com<br />
May/June 2017<br />
@DMMagAndAwards<br />
33
Awards for Excellence in Case Management<br />
APPLICATION ARTICLE<br />
Business Empowered Document Design and Maintenance<br />
Delivers Productivity and High Performance.<br />
A leading Global Bank garnered the<br />
2016 WfMC Global Excellence in Case<br />
Management Award for its new “Banking<br />
Correspondence Management System”<br />
(BCMS) built on Papyrus Adaptive Case<br />
Management and its high-productivity<br />
enterprise communication platform.<br />
With presence in more than 70 countries<br />
and over 180,000 employees, the Bank<br />
is a Eurozone leader and prominent<br />
internationally in Corporate & Institutional<br />
Banking as well as Retail Banking & Services.<br />
The Bank’s customer communication,<br />
using 2,500 different document templates<br />
with approximately 20-25 new document templates each<br />
month, was planned to be significantly enhanced to doublebatch<br />
production and increase online production by 20x to<br />
400K documents daily.<br />
The Challenge: With customers moving to digital, the Bank<br />
wanted to speed up production and time to market for new<br />
bank products through full digitalization and paper-free<br />
processes.<br />
The business had been creating document specifications in<br />
Microsoft Word for the IT document developers - with both<br />
teams working in isolation and duplicating efforts. Heavy<br />
e-mail communication and handling thousands of templates<br />
in different languages through the standard file management<br />
system prevented linkage between templates and language<br />
variants and versions. To accelerate time to production, the<br />
communication development approach needed a complete<br />
makeover.<br />
The Solution: Focusing on simplification and flexibility of<br />
document management processes, the Bank selected Papyrus<br />
Business Correspondence Solution to enable business users<br />
to directly participate in document development and reduce<br />
overhead. Leveraging the Papyrus integrated framework<br />
solution approach, the Bank could then fit the entire document<br />
design and development solution directly into the Papyrus<br />
Adaptive Case Management (ACM) framework to maximize<br />
flexibility and transparency in handling the document lifecycle.<br />
change management that involves the<br />
right people for the right work at the right<br />
time.<br />
Document design projects are managed<br />
through predefined steps and related<br />
data to enable, manage and align ad-hoc<br />
changes and case re-opening in reaction<br />
to changes in business requirements,<br />
while ensuring compliance-checking via<br />
ACM. All approved document design is<br />
released into the central correspondence<br />
library for use by authorized business<br />
2016 users, who select from and create diverse<br />
elements while freely communicating<br />
through integrated commenting and chat. Finished document<br />
templates are verified in a document compare view before<br />
approval for release.<br />
The BCMS common working environment maximizes<br />
productive collaboration between Business and IT and links<br />
different department working environments to facilitate<br />
cooperation and teamwork between all knowledge workers.<br />
Business teams work in different user roles, supported<br />
by multiple GUIs with full capabilities to flexibly design<br />
correspondence and complete the document development<br />
process. IT assists where required and addresses technical<br />
configurations for more sophisticated document elements,<br />
such as interfaces for business data input, complex business<br />
rules or dynamic tables.<br />
Benefits achieved with BCMS demonstrate the shift to<br />
productivity, agility and visibility with an ACM approach:<br />
• 95% created & maintained by the business, IT only delivers<br />
data<br />
• 50% time reduction in the templates development phase<br />
• 90% time reduction in the release phase<br />
• Flexible document release process enabled by crossdepartment<br />
change management<br />
• Consistency paired with efficiency through large-scale<br />
reusability<br />
• Reporting and auditing transparency<br />
The new Banking Correspondence Management System<br />
(BCMS) provides professional document design functions<br />
and empowers business users to flexibly create and maintain<br />
a huge number of document templates, maintaining design<br />
consistency and content compliance. BCMS supports design,<br />
sign-off, deployment and production of customized, individual<br />
online correspondence, as well as mass batch document<br />
production, and applies fully customizable and adaptive<br />
More information and office locations:<br />
www.isis-papyrus.com
Your Business, Your Process, Your Information<br />
featuring<br />
O365 Solutions<br />
Wednesday 21st June 2017<br />
Ibis London Earl’s Court (ILEC)<br />
Time To Transform Your Information Processes?<br />
If you are considering business process decisions,<br />
this year’s AIIM Forum UK, featuring O365<br />
Solutions, will identify and explain the most<br />
significant trends and latest innovations to<br />
featuring<br />
improve your information strategy.<br />
You will hear expert advice from Industry Analyst,<br />
Alan Pelz-Sharpe who has appeared on the BBC,<br />
CNBC and ABC as an expert guest. Peggy Winton,<br />
President of AIIM, is flying over from the States to<br />
provide the lunchtime Keynote, plus hear from<br />
many more of the industry’s most innovative<br />
thinkers.<br />
Listen in to the informative panel discussion on<br />
Brexit, Privacy & the New General Data Protection<br />
Regulations and choose from a full day’s agenda<br />
of thought-provoking keynotes, customer case<br />
studies, roundtable discussion and an exclusive<br />
showcase of the latest information<br />
featuring<br />
management technologies.<br />
And best of all...<br />
ENTRY IS FREE<br />
featuring<br />
WHEN YOU REGISTER NOW AT<br />
www.aiimforum.co.uk<br />
Qualifying delegates will learn how effective<br />
information systems can:<br />
• Integrate communications across multiple<br />
channels<br />
• Improve frontline service and customer loyalty<br />
• Reduce process costs without sacrificing quality<br />
• Minimise legal & financial risk<br />
• Exploit mobile, cloud & social technologies<br />
• Gain competitive advantage<br />
• Build sustainable growth<br />
Including complimentary hot drinks, lunch & afternoon networking drinks!<br />
Sponsors for<br />
2017 include:<br />
silver sponsor<br />
IN CONFIDENCE<br />
Get Involved! Sponsorship Opportunities are still available: Please contact<br />
Deborah Ward-Johnstone on 01892 820936 or deborah@revolution-events.com quoting Ref:A17
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