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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 />

@DMMagAndAwards<br />

May/June 2017<br />

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 />

@DMMagAndAwards<br />

May/June 2017<br />

www.document-manager.com


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 />

28<br />

@DMMagAndAwards<br />

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 />

@DMMagAndAwards<br />

May/June 2017<br />

www.document-manager.com


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 />

32<br />

@DMMagAndAwards<br />

May/June 2017<br />

www.document-manager.com


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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