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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 />

Robotic Process Automation:<br />

The missing piece in the productivity puzzle?<br />

Research:<br />

Document-based malware on the rise<br />

AI strategies:<br />

Sifting the digital landfill<br />

Product review:<br />

Alaris E1035<br />

NEWS • PRODUCT FOCUS • USER PROFILE • INTERVIEWS<br />

ISSN 1351-3222 Vol 27 No 3 May/June 2019


Fujitsu<br />

Scanning<br />

Solutions<br />

Fujitsu scanners have a well deserved reputation<br />

for being the most reliable and hard-wearing<br />

devices on the market, offering transparency,<br />

compliance, efficiencies and cost savings<br />

iX1500 – Intuitive<br />

scanning at your<br />

fingertips<br />

S1100i<br />

iX100 – Ideal for<br />

community workers<br />

S1300i<br />

fi-65F – Great for<br />

customer facing<br />

ID capture<br />

fi Series<br />

N7100 – Information<br />

sharing made easy<br />

SP-1120 / SP-1125 /<br />

SP-1130<br />

SP Series<br />

SV600 – Perfect<br />

for the classroom<br />

fi-7260 / fi-7280<br />

fi-7140 – Document<br />

management at it’s best<br />

fi-7460 / fi-7480<br />

fi-7030 – Ideal<br />

for GP surgeries<br />

fi-7600 – A local<br />

government<br />

workhorse<br />

fi-7160 – Best selling<br />

scanner in the NHS<br />

fi-7300NX – Web based document<br />

capture and network scanning<br />

fi-5950<br />

fi-7800/ fi-7900 – Ideal<br />

for heavy duty scanning<br />

environments<br />

fi-7700<br />

Fujitsu’s best-in-class scanner driver and document capturing software<br />

Watch our education animation here<br />

Watch our healthcare animation here<br />

For more information please email us at scannersales@uk.fujitsu.com or visit emea.fujitsu.com/scanners


Dm<br />

COMMENT<br />

Editor:<br />

Dave Tyler<br />

david.tyler@btc.co.uk<br />

Sub Editor:<br />

Mark Lyward<br />

mark.lyward@btc.co.uk<br />

This issue of Document Manager includes<br />

Publishing Director:<br />

John Jageurs<br />

a number of thought-provoking opinion<br />

john.jageurs@btc.co.uk<br />

Sales Manager:<br />

and analysis pieces that illustrate how<br />

Abby Penn<br />

far the world of document and content<br />

abby.penn@btc.co.uk<br />

Lead Designer<br />

management continues to overlap with the<br />

Ian Collis<br />

wider IT world, in particular in areas such as<br />

ian.collis@btc.co.uk<br />

Circulation/Subscriptions:<br />

AI and RPA, as well as the broader topic of<br />

Christina Willis<br />

data and information management. In this<br />

christina.willis@btc.co.uk<br />

Managing Director:<br />

latter area we feature some new research that<br />

John Jageurs<br />

suggests that over half of an organisation's data is 'dark data' -<br />

john.jageurs@btc.co.uk<br />

meaning that the business either doesn't know it exists at all, or<br />

doesn't know how to find or use it.<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 2019 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 />

Is this the same as what we in the DM sector have been calling<br />

'unstructured data' for years? In some senses it almost certainly is,<br />

but as data is increasingly generated not by individuals pressing a<br />

key but rather by sensors in IoT systems or automated processes,<br />

that pool of 'not quite within our grasp' data is undoubtedly<br />

growing larger, and almost by definition more uncontrollable.<br />

A staggering 60 percent of respondents in the research said that<br />

more than half of their organisations' data is dark, and one-third of<br />

respondents say more than 75 percent of their organisation's data<br />

is dark. At the same time it is important to recognise that this data<br />

is not trivial - 76 percent of respondents surveyed agree that "the<br />

organisation that has the most data is going to win."<br />

While respondents appreciate the value of dark data, they readily<br />

admit they don't have the tools, expertise or staff to take advantage<br />

of it. Worryingly, a majority of senior leaders say they are close<br />

enough to retirement that they aren't motivated to become dataliterate.<br />

'Data is the future of work' is the new mantra, but only a<br />

small percentage of professionals seem to be taking it seriously.<br />

This represents a huge opportunity for the DM/ECM sector as a<br />

whole to step and claim ownership of the issue. There is not<br />

another industry specialist that has the appreciation of unstructured<br />

content that the readers of this magazine do - and if that sounds a<br />

bit evangelical, I make no apologies for the tone. As Tim Tully of<br />

Splunk, the firm behind the research, commented: "Data is hard to<br />

work with because it's growing at an alarming rate and is hard to<br />

structure and organise. So, it's easy for organisations to feel<br />

helpless in this chaotic landscape… This presents a tremendous<br />

opportunity for motivated leaders, professionals and employers to<br />

learn new skills and reach a new level of results." Is our industry<br />

ready to take up that challenge?<br />

Dave Tyler<br />

Editor<br />

david.tyler@btc.co.uk<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

3


Dm CONTENTS<br />

2 0 1 9 MAY/JUNE<br />

8 18 22 28<br />

Contents<br />

EDITOR'S comment.....................................3<br />

CASE STUDY: Laydex…….........................……6<br />

STRATEGY: RPA……….............................…..8<br />

CASE STUDY: UPSS…….........................…..10<br />

Features<br />

STRATEGY: RPA………...............................................................…..8<br />

The so-called 'threat' of AI is not all it's cracked up to be, argues Neil Murphy<br />

of ABBYY<br />

APPLICATION FOCUS: HR……..................................................…..12<br />

HR records management is an area ideally suited to innovative scanning<br />

and workflow approaches, explains Amy Wright of Storetec<br />

APPLICATION FOCUS: HR……...............…..12<br />

TECHNOLOGY: AI……..........................…..14<br />

CASE STUDY: Flow Free Drainage…….............…16<br />

ANALYSIS: Storage trends…….........................18<br />

CASE STUDY: Warren County.…...................….20<br />

PRODUCT REVIEW: Alaris E1035…..................22<br />

CASE STUDY: Dajon Data Management………...…24<br />

STRATEGY: Dark Data….................................28<br />

TECHNOLOGY: AI………...............................................................14<br />

David Jones of Nuxeo offers some insights into how AI could help manage<br />

what he describes as the 'digital landfill' in your organisation<br />

ANALYSIS: Storage trends……......................................................18<br />

Chris Adams of Park Place Technologies discusses the vast and constantly<br />

evolving range of storage solutions and approaches that we can look<br />

forward to as the data universe continues to expand<br />

STRATEGY: Research…..................................................................28<br />

New research suggests that over half of an organisation's data is 'dark data'<br />

- meaning that the business either doesn't know it exists at all, or doesn't<br />

know how to find or use it<br />

CASE STUDY: DNV GL……........................….30<br />

RESEARCH: Malware….............................….32<br />

CASE STUDY: Liverpool Record Office…................34<br />

RESEARCH: Malware……......................................................……32<br />

As new research shows the number of document-based malware attacks<br />

seeing an unprecedented rise, we take a closer look at the types of attack out<br />

there, and some approaches to help detect and block them<br />

4 @DMMagAndAwards May/June 2019 www.document-manager.com


Dm CASE STUDY: LAYDEX<br />

Building momentum<br />

Northern Irish building materials supplier Laydex has streamlined Accounts<br />

Receivable and Accounts Payable functions by removing paper from its processes<br />

Paperwork can cost businesses<br />

enormous sums of money through<br />

inefficient processes, searching<br />

and retrieval and lost paperwork.<br />

Receipts and dockets take time to<br />

search through, whilst misfiled<br />

documents can waste hours of time<br />

and posting documents is costly and<br />

slow. Read on to find out how a<br />

combined solution from Enterprise<br />

Imaging Systems (EIS) and Fujitsu<br />

scanners, helped leading construction<br />

materials supplier Laydex Limited save<br />

time and money by digitising their<br />

paper processes.<br />

Northern Ireland based company<br />

Laydex are distributors of the leading<br />

brands of products in construction<br />

materials, covering roofing systems,<br />

commercial flooring and a wide range<br />

of building products and materials.<br />

They were looking to automate a<br />

number of processes in their accounts<br />

department and contacted Fujitsu to see<br />

how their range of scanners and<br />

software could help them.<br />

DOCKET DELAYS<br />

There were two main areas in which<br />

Laydex Limited relied on slow, inefficient<br />

paperwork, the first of which was in the<br />

Accounts Receivable department. Paper<br />

delivery dockets were supplied with<br />

every delivery, which were signed by the<br />

customer as proof of delivery.<br />

These paper dockets would then be<br />

collected at the trade counter, or by the<br />

delivery driver after delivery was<br />

complete. The dockets were then filed<br />

by day, week and month, in case the<br />

customer requested a copy. If a<br />

customer requested all delivery dockets<br />

for a period of a month, this would take<br />

time to retrieve, copy and then post to<br />

the customer. The originals would then<br />

need to be refiled again.<br />

Fortunately, Fujitsu partner EIS were<br />

able to offer the perfect solution to<br />

this problem, with their Trax software<br />

and the Fujitsu fi-7160 high speed<br />

scanner. This gave Laydex the ability to<br />

quickly scan the returned delivery<br />

dockets in batches of fifty utilising the<br />

automatic document feeder on the<br />

scanner. Once scanned the digital<br />

dockets were processed by the Trax<br />

Software and then automatically filed<br />

by docket number, customer name and<br />

delivery date.<br />

The accounts department is now able<br />

to search and email the dockets directly<br />

to customers when requested, or even<br />

allow the customers direct access to<br />

their account to search for the dockets<br />

themselves. What's more, they can also<br />

run a missing dockets report to make<br />

sure all delivery dockets have been<br />

scanned and filed correctly.<br />

INSTANT ACCESS<br />

The second area which Laydex wished<br />

to automate was in the Accounts<br />

Payable department. Purchase invoices<br />

which came via post, were filed<br />

manually, and emailed purchase<br />

invoices would be printed out and also<br />

stored manually. By scanning the posted<br />

invoices through the Fujitsu fi-7160<br />

scanner, and importing the scanned<br />

files and emailed invoices into the Trax<br />

software, invoices could be<br />

automatically filed under the SAP B1<br />

transaction number and securely stored<br />

- thereby removing the need for manual<br />

6<br />

@DMMagAndAwards<br />

May/June 2019<br />

www.document-manager.com


CASE STUDY: LAYDEX Dm<br />

"THE ACCOUNTS DEPARTMENT IS NOW ABLE TO SEARCH AND EMAIL THE DOCKETS DIRECTLY TO CUSTOMERS<br />

WHEN REQUESTED, OR EVEN ALLOW THE CUSTOMERS DIRECT ACCESS TO THEIR ACCOUNT TO SEARCH FOR THE<br />

DOCKETS THEMSELVES. WHAT'S MORE, THEY CAN ALSO RUN A MISSING DOCKETS REPORT TO MAKE SURE ALL<br />

DELIVERY DOCKETS HAVE BEEN SCANNED AND FILED CORRECTLY."<br />

filing, whilst making access and<br />

retrieval instant.<br />

The TRAX document management<br />

system from EIS has been installed at<br />

over 1,100 companies throughout<br />

Ireland, UK and Europe. The system is<br />

aimed at those who require a system<br />

capable of growing with their<br />

organisational needs. It is simple to use<br />

yet contains the power to revolutionise<br />

the way your business manages<br />

documents. TRAX can capture, index,<br />

distribute and retrieve documents<br />

electronically.<br />

The Fujitsu fi-7160 image scanner is<br />

the very latest in scanning technology,<br />

with scanning speeds of up to 120<br />

images per minute, capturing every<br />

detail at 300 DPI. The scanner has<br />

exceptional paper handling, with skew<br />

prevention technology, and iSOP<br />

(Intelligent Sonic Paper Protection),<br />

which actually listens to the sound of<br />

the paper passing through the scanner<br />

to automatically pick up any<br />

irregularities.<br />

More info: emea.fujitsu.com/scanners<br />

INVITE: FUJITSU ISV PARTNER DAY<br />

Register your interest now in attending Fujitsu's ISV day at their Hayes office this Summer - date to be confirmed<br />

Fujitsu are pleased to announce that we now have four of our ISV partners in place who are looking forward to spending<br />

time with you to run through their software and discuss further the opportunity for you to explore with your existing and<br />

potentially new customer bases. Spaces will be limited so register today at the website below.<br />

ITESOFT: Successful across multiple sectors, ITESOFT's impressive capture solution utilises the latest in Robotic Process<br />

Automation (RPA), Artificial Intelligence (AI) and Big Data best practices to deliver the very best in financial process<br />

automation. Discover how you can open up conversations with your customers around automating the processing of their<br />

paper and digital invoices.<br />

Winner of Accounts Payable/Invoicing Product of the Year award for 'Streamline for Invoices' at the 2018 DM Awards.<br />

Document Logistix: In conjunction with our fi-7300NX and other fi scanners Document Logistix's unique and scalable<br />

software suite (Document Manager) can aid your customers with bulk scanning, workflow and securing archiving. Their<br />

solutions help to eliminate the use of paper, improve records management and automate their business processes.<br />

Winner of the Workflow/BPM Product of the Year award for 'Document Manager' at the 2018 DM Awards.<br />

Lemmana: Automate and streamline the classification and extraction of data from your business documents using Machine<br />

Learning and Computer Vision algorithms. Lemmana Content Services removes the need to build complex training<br />

processes, rules, templates and system configuration. Chat to them about how your customers can simplify and reduce the<br />

cost of document processing.<br />

iDocs Solutions: Understand the benefits your customers can gain from working with iDocs Bindr SafeSend offering secure<br />

file transfer and confidentiality. Address specific concerns such as automating GDPR Subject Access Request fulfilment,<br />

including redaction of Personally Identifiable Information. Reduce mundane and repetitive tasks, eliminate errors and<br />

maximise operational efficiency all whilst reducing costs. Get a feel for strong vertical sectors for targeting such as<br />

healthcare, legal & financial.<br />

Register now to reserve your place - www.eventbrite.co.uk/e/isv-introductions-and-product-launch-day-tickets-60125313431<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

7


Dm STRATEGY: RPA<br />

RPA: the missing piece in the productivity puzzle?<br />

The so-called 'threat' of AI is not all it's cracked up to be, argues Neil Murphy of ABBYY<br />

Britain's productivity crisis doesn't<br />

show signs of stopping any time<br />

soon. According to the ONS, the<br />

average British worker produced 16 per<br />

cent less than their G7 counterparts in<br />

2016. We often hear that technology -<br />

from artificial intelligence (AI) to<br />

robotic process automation (RPA) to<br />

robots and more - is here to solve the<br />

ongoing crisis, yet at the same time we<br />

are inundated with claims that AI and<br />

the rise of robots is threatening our<br />

jobs and livelihoods.<br />

But what if we could solve the<br />

productivity puzzle while improving job<br />

satisfaction, rather than sacrificing<br />

employee happiness in pursuit of<br />

pumped-up production?<br />

THREAT ANALYSIS<br />

Despite what scaremongering headlines<br />

might tell you, the job market as we<br />

know it isn't facing an existential threat<br />

from automation. Not only has recent<br />

analysis from PwC revealed that AI will<br />

create as many jobs as it will displace in<br />

the next 20 years, but our research has<br />

found that two-thirds of UK workers<br />

actually want to delegate some tasks at<br />

work to robots.<br />

Humans shouldn't always be first<br />

choice for many of the tasks that make<br />

businesses run smoothly. Take the<br />

repetitive and work-intensive processes<br />

like collecting, classifying and<br />

processing large numbers of<br />

documents and data. Businesses have a<br />

choice: either give these tasks to<br />

humans, who will spend hours sorting<br />

through huge piles of documentation<br />

at the expense of other tasks, or to a<br />

machine that will complete the job in a<br />

few seconds - without a single error.<br />

Not only will this provide staff with<br />

more time to get on with uniquely<br />

'human' work - such as creative<br />

brainstorming, building relationships<br />

with clients and customers, or<br />

8 @DMMagAndAwards May/June 2019 www.document-manager.com


STRATEGY: RPA Dm<br />

"HUMANS SHOULDN'T ALWAYS BE FIRST CHOICE FOR MANY OF THE<br />

TASKS THAT MAKE BUSINESSES RUN SMOOTHLY. TAKE THE REPETITIVE<br />

AND WORK-INTENSIVE PROCESSES LIKE COLLECTING, CLASSIFYING AND<br />

PROCESSING LARGE NUMBERS OF DOCUMENTS AND DATA. BUSINESSES<br />

HAVE A CHOICE: EITHER GIVE THESE TASKS TO HUMANS, WHO WILL<br />

SPEND HOURS SORTING THROUGH HUGE PILES OF DOCUMENTATION AT<br />

THE EXPENSE OF OTHER TASKS, OR TO A MACHINE THAT WILL COMPLETE<br />

THE JOB IN A FEW SECONDS - WITHOUT A SINGLE ERROR."<br />

analysing data - but it will also rid<br />

them of their most hated work tasks.<br />

What's more, it will boost the UK's<br />

productivity in the process.<br />

WHAT I HATE ABOUT WORK<br />

From meetings to reading documents -<br />

and even speaking to colleagues or<br />

your boss - there are plenty of tasks<br />

that UK workers hate. We surveyed<br />

2,000 UK adults last year, and found<br />

that attending meetings, reviewing<br />

long documents, and speaking to<br />

customers were the top three most<br />

hated tasks at work. These were<br />

followed by speaking to your boss,<br />

manual data entry, and tracking your<br />

time. While it seems that these tasks<br />

plague most industries and job levels,<br />

this doesn't spell the whole picture of<br />

how UK employees wish robots - the<br />

kind that mimic user actions on a<br />

computer - could improve their<br />

working days.<br />

While these tasks may be dreaded,<br />

workers don't necessarily think robots<br />

would be able to do them all better -<br />

particularly those requiring good<br />

communication and people skills. They<br />

clearly recognise the value that a<br />

human touch can bring to certain<br />

activities, choosing rather to delegate<br />

tasks such as manual data entry, taking<br />

minutes, and electronic filing to<br />

robots. These seem to be the manual<br />

tasks that employees both dislike and<br />

that take up a lot of their time,<br />

aligning the UK workforce's wishes<br />

with where most industries have been<br />

digitally transforming - or planning to<br />

- in recent years.<br />

According to Forrester, in 2018, RPAbased<br />

digital workers (in short, robots)<br />

will replace or improve 311,000 office<br />

and administrative positions, spelling a<br />

"reengineering" of operating models in<br />

the process. This will include not only<br />

traditional RPA but embody the whole<br />

RPA revolution, where processing<br />

content - applying text mining and<br />

natural language processing to<br />

unstructured content - hugely boosts<br />

the value RPA can bring to a business.<br />

What's more, Forrester predicted that<br />

robots will ease the burden of certain<br />

work tasks, but highlights the need to<br />

re-skill workers in order to manage<br />

modern automation - and warned that<br />

those who don't risk being "automated<br />

out of their jobs". As RPA integrates<br />

with content intelligence and becomes<br />

better at carrying out more advanced<br />

tasks, selling automation to the<br />

workforce and providing the necessary<br />

training and onboarding is vital to<br />

ensuring that humans can work in<br />

harmony with robots. In turn, this will<br />

enable them to help their businesses,<br />

and the UK's productivity, thrive.<br />

PASSING THE BUCK<br />

Yet, British workers don't always<br />

prioritise this highly sought-after<br />

productivity when it comes to the tasks<br />

they hate, instead choosing to simply<br />

avoid tasks they dislike. Over a quarter<br />

of workers polled said they wait to be<br />

reminded by somebody else to do the<br />

tasks they don't like, and one in seven<br />

try to avoid these tasks altogether. This<br />

can seriously hamper business<br />

efficiency - and overall levels of<br />

productivity.<br />

ONS data from 2017 shows that just<br />

five sectors are responsible for twothirds<br />

of the UK's decline in<br />

productivity growth - some of which<br />

are ripe for improvement by the<br />

introduction of robot colleagues.<br />

Banking, telecoms, legal and<br />

accounting services are all documentheavy<br />

industries in which manual tasks<br />

such as reviewing long documents and<br />

processing invoices could be<br />

automated and delegated to robots.<br />

The widescale introduction and<br />

integration of robots into these<br />

industries could be the final piece of<br />

the UK's productivity puzzle - while<br />

also improving employee satisfaction.<br />

Automation technologies provide an<br />

opportunity for many maligned tasks to<br />

be delegated to robots, meaning that<br />

business won't suffer, and employees<br />

can spend their time on the tasks they<br />

want to do - and are better at. Enabling<br />

employees to work in partnership with<br />

robots enhances their job satisfaction,<br />

allowing them to spend more time on<br />

adding value to their businesses where<br />

it matters most. Thankfully for both<br />

employers and employees, technology<br />

such as content intelligence can help to<br />

take away these tasks without replacing<br />

workers - all while boosting dwindling<br />

UK productivity.<br />

More info: www.abbyy.com<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

9


Dm CASE STUDY: UPSS<br />

Cutting down on payment processing<br />

Netherlands-based Unisys Payment Services & Solutions (UPSS) is broadening its secure<br />

specialist scanning services offerings, leveraging its investment in high volume scanners<br />

from ibml<br />

Capitalising on its proven track<br />

record, modern IT infrastructure<br />

and expertise working in the<br />

financial services sector, Unisys Payment<br />

Services & Solutions (UPSS) is<br />

expanding into new markets such as<br />

healthcare, legal and government to<br />

offer secure and trusted scanning<br />

services for organisations seeking to<br />

realise the benefits from digital<br />

transformation.<br />

UPSS is to utilise its investment in<br />

three ultra-high volume ibml ImageTrac<br />

scanners and SoftTrac Capture Suite<br />

(SCS) software to work on projects<br />

where the management and safe<br />

processing of highly sensitive<br />

information is crucial.<br />

Marie-Christine Delvaux, UPSS' general<br />

manager says, "We're not an ordinary<br />

BPO scanning operator. ISO accredited<br />

in areas like quality, security and<br />

business continuity (UPSS is ISO 90001,<br />

ISO 27001 and ISO 22301 accredited),<br />

all our procedures, staff and facilities<br />

are tuned to meet the exacting needs<br />

of our banking customers. We're<br />

therefore the perfect partner for<br />

organisations in other industry sectors<br />

who want to process high volumes of<br />

paper-based information safe in the<br />

knowledge that there are quality and<br />

secure processes underpinning this."<br />

Since 2014 when it acquired<br />

Interpay's business, UPSS has grown<br />

rapidly to establish itself as the leading<br />

BPO scanning bank giros and other<br />

bank payment related paperwork in the<br />

Netherlands. It works with the five<br />

largest banks in Holland - Rabobank,<br />

ABN Amro, ING, SNS and Van Lanschot<br />

- along with two major banks in<br />

Belgium. Furthermore, in the UK, it<br />

provides fraud detection services for<br />

TSB and digital archiving solutions for<br />

Clydesdale and Cooperative Bank.<br />

In addition to expanding its core<br />

business working with international<br />

financial services groups and targeting<br />

the remaining banks in Belgium, UPSS<br />

will focus on new business generation<br />

approaching firms in other European<br />

countries close by.<br />

WORKHORSE OF GIRO PROCESSING<br />

The ibml ImageTrac technology is<br />

designed to cope with huge volumes.<br />

Annually, UPSS processes 30 million<br />

documents per annum for its banking<br />

customers, with the ImageTrac scanners<br />

set to digitise between 14,000 and<br />

17,000 bank giros per hour.<br />

Peter van Eeuwijk, UPSS' IT director,<br />

explains, "The system of making nonelectronic<br />

payments in Europe is based<br />

on a remittance approach where an<br />

individual writes out a giro payment<br />

order to a third party, provides it to<br />

their bank who then makes the<br />

transfer. This is in contrast to the UK,<br />

for example, where a cheque is given<br />

to an individual or company who then<br />

deposits it at their own bank for<br />

payment. The process flow is obviously<br />

completely different."<br />

10 @DMMagAndAwards May/June 2019 www.document-manager.com


CASE STUDY: UPSS Dm<br />

"WE'VE USED IBML FOR SOME YEARS NOW AFTER SWAPPING OUT EQUIPMENT FROM A COMPETITOR WHICH<br />

WAS END OF LIFE, EXPENSIVE TO MAINTAIN AND DIFFICULT TO OPERATE. THE IMAGETRAC SCANNERS ARE<br />

OBVIOUSLY SUPER-FAST, EASY TO USE AND CAN PROCESS DIFFERENT SIZES AND THICKNESS OF PAPER. THEY<br />

OFFER REAL FLEXIBILITY - CRUCIAL AS WE EXPAND TO OFFER BROADER SERVICES."<br />

Every morning, UPSS receives tens of<br />

thousands of giros from each bank,<br />

envelopes are opened, documents<br />

prepared, scanned and fraud checks<br />

completed. The ibml scanners digitise<br />

each giro with the images then<br />

integrated into its IRIS capture and<br />

workflow platform which has been<br />

adapted for UPSS' purposes. OCR is then<br />

used to extract account numbers and<br />

payment amounts with this information<br />

securely transferred using XML to the<br />

DNB - the central bank of the<br />

Netherlands - for inter-bank settlement.<br />

While volume patterns vary based on<br />

the week, month and even year, UPSS<br />

has to meet tight SLAs and key<br />

performance indicators for giro<br />

processing. Scanning typically starts at<br />

6.30am and has to be complete by<br />

mid-afternoon.<br />

To do this, UPSS employs a team of<br />

45 staff at its highly secure bureau in<br />

Leusden and uses two ibml ImageTrac<br />

scanners day to day along with ibml's<br />

SoftTrac Capture Suite (SCS) software.<br />

A further machine is located offsite at<br />

its DR facility near Amsterdam Schipol<br />

Airport. The ibml scanners connect to<br />

a modern virtualised server<br />

infrastructure, with data stored onsite<br />

in UPSS' own data centre.<br />

Van Eeuwijk adds, "We've used ibml<br />

for some years now after swapping out<br />

equipment from a competitor which<br />

was end of life, expensive to maintain<br />

and difficult to operate. The ImageTrac<br />

scanners are obviously super-fast, easy<br />

to use and can process different sizes<br />

and thickness of paper. They offer real<br />

flexibility - crucial as we expand to<br />

offer broader services."<br />

The scanner and software solution<br />

was supplied by ibml partner Spigraph,<br />

who also provide ongoing<br />

maintenance and support for UPSS.<br />

Delvaux says, "As electronic banking<br />

becomes prevalent, giro volumes have<br />

decreased around 10% year on year.<br />

However, we believe this has slowed<br />

and even bottomed out. There will<br />

always be a need for a certain number<br />

of giros to be processed as banks cater<br />

for the so-called 'off line nation' -<br />

people who are disconnected from the<br />

digital word. So, with volumes now<br />

lower, this gives us scope to extend<br />

services and work with other firms in<br />

different sectors to address their<br />

information management needs."<br />

Steffen Unmuth, ibml's EMEA sales<br />

director commented: "The interesting<br />

thing about the UPSS project is it<br />

illustrates how ImageTrac technology<br />

has been engineered to provide real<br />

flexibility to BPO organisations who<br />

want to offer a range of solutions to<br />

their customers and cater for new<br />

work streams. Given the open track<br />

roller design, our equipment can be<br />

used to scan a range of document<br />

types without jamming, with the SCS<br />

software easily configurable for quality<br />

image capture - first time, every time."<br />

More info: www.ibml.com<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

11


Dm APPLICATION FOCUS: HR<br />

Employing technology<br />

HR records management is an area ideally suited to innovative scanning and workflow<br />

approaches, explains Amy Wright of Storetec<br />

The importance of accurate and up<br />

to date documentation within<br />

Human Resources cannot be<br />

underestimated. An employee's record<br />

of documentation is essentially a written<br />

account of his or her actions,<br />

discussions, performance, positive<br />

contributions and any disciplinary<br />

proceedings. Such documents may be<br />

necessary to support urgent workplace<br />

actions or engagements.<br />

Furthermore, without access to HR<br />

records it can be difficult if not<br />

impossible to effectively monitor<br />

performance and productivity levels. A<br />

lack of such important information can<br />

hinder both the growth of the business<br />

and the development of the individual<br />

12 @DMMagAndAwards May/June 2019 www.document-manager.com


APPLICATION FOCUS: HR Dm<br />

employee, meaning everyone benefits<br />

from access to accurate, up-to-date<br />

records.<br />

Whilst documentation relating to<br />

current employees will require more<br />

frequent access, something which is<br />

often underestimated is the importance<br />

of leaver or 'ex-employee' files. We<br />

understand that no employer likes to<br />

dwell on the possibility of litigation,<br />

but a termination may result in legal<br />

action. A complete employee record<br />

could provide justification for your<br />

actions as a company. Needless to say,<br />

both current and leaver employee files<br />

contain a wealth of information that<br />

needs to be stored in a secure,<br />

accessible environment.<br />

Keeping employee files isn't just a<br />

convenience for businesses, it's also a<br />

legal responsibility. Maintaining<br />

certain employee documentation is<br />

required under statuary retention<br />

guidelines for example wage and tax<br />

information. Furthermore, access to<br />

files containing such personal<br />

information is required to ensure<br />

compliance with the General Data<br />

Protection Regulation (GDPR) 2018.<br />

GDPR CONCERNS<br />

The new GDPR data protection<br />

legislation that came into force in<br />

2018 aims to protect personal<br />

information belonging to individuals<br />

across the UK and Europe; so how<br />

does it affect HR departments? HR<br />

departments notoriously store and<br />

process large quantities of personal<br />

documentation relating to their<br />

employees, meaning they have a lot of<br />

data subject to GDPR.<br />

GDPR sets out strict mandates around<br />

reporting the theft or loss of personal<br />

data. While for most companies, this is<br />

more of an issue for customer data, be<br />

aware that employee-related data is<br />

still highly personal in nature. Under<br />

GDPR employees also have a number<br />

of rights to their documentation;<br />

including the 'right to be forgotten'<br />

and to 'withdraw their consent'. In<br />

order to process such requests,<br />

organisations must ensure the correct<br />

policies and procedures are in place<br />

for accessing the records, and taking<br />

the necessary action to complete the<br />

request. If HR departments cannot<br />

locate documentation requested by<br />

the individual, they will fail to comply<br />

with GDPR.<br />

RETENTION PERIODS<br />

Another key reason why organisations<br />

should scan their HR files into an<br />

electronic format, is to ensure they<br />

are adhering to retention periods.<br />

Much legislation exists which<br />

stipulates statutory retention periods<br />

for specific HR records. For example,<br />

The Taxes Management Act 1970<br />

requires organisations to retain<br />

wage/salary records (including<br />

overtime, bonuses and expenses) for a<br />

minimum of 6 years.<br />

These types of records are processed<br />

by almost every business in the UK,<br />

unless third party accounting<br />

organisations are used. More specific<br />

records which apply to a smaller<br />

bracket of organisations may have<br />

much longer retention periods. For<br />

example, any medical records under<br />

the Control of Asbestos at Work<br />

Regulations (which contain details of<br />

employees exposed to asbestos) have<br />

retention periods of 40 years from the<br />

date of last entry. At Storetec, we<br />

advise that if employers are in doubt,<br />

it's always a good idea to keep records<br />

for at least 6 years, to cover the time<br />

limit for bringing any civil legal action.<br />

CLEAR SOLUTION<br />

Compliance is something HR<br />

professionals and organisations cannot<br />

avoid, and in our experience, the best<br />

record-keeping method is to scan the<br />

HR files into a digital format.<br />

Understanding that different<br />

documents or sections within each<br />

employee file has different retention<br />

periods, the best methodology would<br />

be to scan each 'document' as a<br />

separate electronic file. With Storetec's<br />

scanning service, we can custom create<br />

file tree structures and apply indexing<br />

fields to the electronic documentation.<br />

This will allow organisations to achieve<br />

a clear, defined structure whereby they<br />

can access the documents they require<br />

quickly and effectively.<br />

NOW AND IN FUTURE<br />

The digitisation of all documents in the<br />

future is almost inevitable, but it is vital<br />

that HR departments scan current and<br />

leaver employee files today.<br />

One of the main advantages of<br />

having a digital archive is the<br />

enhanced security of<br />

documentation. Business-critical<br />

records can be safeguarded behind<br />

password authentication and data<br />

encryption measures. A digital<br />

archive also acts as a backup in case<br />

of the worst-case scenario, that the<br />

paper copies are accidentally<br />

destroyed and lost forever.<br />

By converting your paper<br />

documents into a digital format,<br />

you will save valuable office space<br />

which could be put to better use.<br />

This can be extremely beneficial for<br />

businesses located in major cities<br />

such as London, Edinburgh or<br />

Dublin where office space can be a<br />

huge expense for companies.<br />

Finally, by switching to a more<br />

digital way of working, you will<br />

vastly reduce the amount of paper<br />

used in the office and therefore<br />

boost your 'eco credentials' - being<br />

an environmentally friendly and<br />

sustainable business in today's<br />

world is of the utmost importance!<br />

When done right, scanning HR<br />

documents can vastly improve<br />

productivity and efficiency, enable<br />

quicker access to vital records and<br />

greatly boost the security of your<br />

documentation. Digital access can also<br />

assist managing and abiding by<br />

compulsory retention periods and<br />

GDPR regulations. Depending on your<br />

company's needs, there can be many<br />

more benefits.<br />

More info: www.storetec.net<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

13


Dm TECHNOLOGY: AI<br />

Treasures among the trash?<br />

David Jones of Nuxeo offers some insights into<br />

how AI could help manage what he describes<br />

as the 'digital landfill' in your organisation<br />

Enterprise leaders have long awaited<br />

the potential information<br />

management benefits of artificial<br />

intelligence (AI). Machine learning,<br />

natural language processing, and other<br />

AI-based technologies are already helping<br />

companies by automating the<br />

classification of files and simplifying the<br />

way employees engage with content. But<br />

the real promise of AI goes beyond just<br />

helping organisations classify content<br />

during the capture or ingestion process -<br />

it lies somewhere in the "digital landfill"<br />

that exists within modern organisations.<br />

Today's companies have a mass of<br />

content and data stored - often randomly,<br />

and almost always in silos - across various<br />

systems and repositories. This is what I<br />

mean by 'digital landfill'. Employees<br />

looking for important information must<br />

sort through this information quagmire,<br />

which is a thankless task that's both timeconsuming<br />

and inefficient. Imagine<br />

having to search the town dump for a<br />

pair of car keys mistakenly thrown out<br />

with the trash - that's basically what<br />

information search comes down to for<br />

most organisations.<br />

This is where AI comes in. AI can help<br />

companies quickly and efficiently sift<br />

through their own digital landfills by<br />

automatically unearthing specific items of<br />

relevant information. AI also can go<br />

through the digital landfill and recycle<br />

useful information, as well as discard any<br />

content that no longer serves a useful<br />

organisational purpose.<br />

This is a sizeable opportunity. The era of<br />

Big Data and Big Content is upon us, and<br />

information management challenges will<br />

only increase as organisations begin to<br />

include audio, video, and image content<br />

as part of their digital transformation<br />

journey. Having these digital assets stuck<br />

in the mud of an organisation's digital<br />

landfill makes it impossible to extract<br />

value from them without the proper<br />

technology tools in place.<br />

Here are three ways that AI can help<br />

companies extract that value from the<br />

digital assets residing within their landfill.<br />

METADATA ENRICHMENT<br />

Information about information - that's<br />

what metadata fundamentally provides,<br />

and it's invaluable to companies that<br />

want to manage their content in an<br />

effective way.<br />

Suppose you have a legacy enterprise<br />

content management (ECM) system that<br />

your company uses to store customer<br />

documents. These contracts and other<br />

customer information are invariably<br />

managed in a haphazard fashion, and<br />

eventually customer reference numbers<br />

are the only relevant metadata attributes<br />

associated with these documents.<br />

Sound familiar? This is a classic<br />

document management scenario in days<br />

of yore. Each stored document served as<br />

the focal point for invoice processing,<br />

claims management, and other processes.<br />

14 @DMMagAndAwards May/June 2019 www.document-manager.com


TECHNOLOGY: AI Dm<br />

Moreover, each of those documents<br />

contained a set of metadata attributes, or<br />

tags, associated with it. Typically, this was<br />

limited to include things such as<br />

filename, date created, author, and type<br />

of content. For most systems, once the<br />

set of metadata stored - or metadata<br />

"schema" - was defined, it usually<br />

remained untouched because changing<br />

metadata schemas required tedious<br />

development work and mass updates to<br />

all content related to that metadata.<br />

The modern content services platform<br />

(CSP) changes that. By using a CSP to<br />

pass that content through an AI<br />

enrichment engine, you can potentially<br />

append additional metadata attributes to<br />

each and every one of the files currently<br />

stored, which automatically injects more<br />

context, intelligence, and insight into<br />

your content management ecosystem.<br />

This increased capability and the ability<br />

to utilise metadata much more effectively<br />

is a distinct benefit of a modern CSP over<br />

a legacy Document Management or ECM<br />

solution. But what about the content<br />

stored in those legacy solutions?<br />

Another unique aspect of a CSP is that<br />

is can connect to content from legacy<br />

systems, leaving the content itself inplace<br />

(in its legacy repository), but<br />

providing access to that content from<br />

the CSP.<br />

It also offers the ability for legacy<br />

content to make use of a modern<br />

metadata schema from the CSP -<br />

effectively allowing you to add metadata<br />

properties and data to the legacy<br />

content, without making any changes to<br />

the legacy system at all. This is massively<br />

powerful - especially when combined<br />

with AI so that this process is automated.<br />

IDENTIFYING MISSION-CRITICAL<br />

CONTENT<br />

What is the 'what', exactly? Providing<br />

insight to this question is a central<br />

element of enriching metadata. This<br />

capability is a core facet of knowledge<br />

management, including simply<br />

identifying a document as a<br />

presentation, brochure, contract, or<br />

invoice. It comes down to the ability to<br />

surface and share information and<br />

content that is relevant to other<br />

situations. Without reliable metadata on<br />

the content, these insights are<br />

impossible - whether it's providing<br />

existing solutions to technical support<br />

questions on a help-desk, providing all<br />

contracts that relate to a particular<br />

customer, or anything in between.<br />

Moreover, compliance requirements<br />

within each industry mandate that<br />

organisations retain different type of<br />

documents and records for specific<br />

periods of time - these are known as<br />

retention policies or rules. If you can't<br />

determine the type of the content, how<br />

on earth can you apply a retention policy<br />

to it? In the past, companies attempted<br />

to comply in one of two ways - manually,<br />

or not at all. The manual approach was<br />

incredibly tedious, error-prone, and very<br />

time-consuming - prompting many<br />

organisations to adopt a "keep<br />

everything, just in case" approach.<br />

But by using an AI-driven engine to<br />

classify content stored within legacy<br />

systems, this becomes much easier to do.<br />

Even simple AI tools can identify the<br />

difference between a contract and a<br />

résumé, but advanced engines expand<br />

this principle to build AI models based<br />

on content specific to an organisation.<br />

So, for example, if your business needs to<br />

know the difference between a personal<br />

life insurance document and a life<br />

annuity document, then this can be<br />

incorporated into a specifically-trained AI<br />

model, which in turn will deliver a much<br />

more detailed classification than could<br />

ever be possible with a generic<br />

classification.<br />

Using a content services platform to<br />

apply this to the mass of content stored<br />

in those legacy systems can add<br />

significant benefit to your business and<br />

increase the visibility you have into both<br />

your key information assets and liabilities.<br />

OUT WITH THE OLD<br />

The "keep it all just in case" approach<br />

described above not only exacerbated<br />

the digital landfill effect but also meant<br />

that a lot of information that could (and<br />

often should) have been destroyed, was<br />

not. Aside from the cost of having to<br />

store this content ad-infinitum, there are<br />

significant legal issues that arise from<br />

keeping information longer than you<br />

need to.<br />

There is a whole industry dedicated to<br />

managing records, and we're not going<br />

to get into the technicalities of that here.<br />

But AI can be used to help mitigate this<br />

problem significantly.<br />

Part of the challenge of managing<br />

records, or even simply applying<br />

retention policies, is the sheer volume of<br />

content that needs to be managed. And<br />

the only way to go through this in the<br />

past was document by document.<br />

A key point here is that, due to the legal<br />

ramifications of incorrectly declaring (or<br />

not) a record, there is a desire to still<br />

include a human interaction (or<br />

checkpoint) as part of this process in<br />

most organisations.<br />

AI can help with this. By using AIclassification<br />

of content with a CSP, it is<br />

possible, at a massive scale, to quickly<br />

and easily determine what is NOT a<br />

record. According to numerous research<br />

studies the significant majority of content<br />

stored is ROT (redundant, trivial or<br />

obsolete) - so by clearing out huge<br />

chunks of that ROT, the task of<br />

identifying relevant content to apply<br />

retention policies to become much,<br />

much easier.<br />

And yes, AI can then be used on the<br />

remaining content to identify the type of<br />

content in more detail, match that to the<br />

retention rules, and then make<br />

recommendations to the relevant staff<br />

members.<br />

This makes the whole process of<br />

identifying, declaring and managing<br />

records (for which I really mean anything<br />

that needs to be retained against a<br />

retention rule) incredibly straightforward,<br />

much more scalable than before, and<br />

much more cost-effective given that the<br />

storage requirements for old content just<br />

got slashed.<br />

Trash removal can be gratifying - and<br />

rewarding. Whoever thought that sorting<br />

out the trash could be such a rewarding<br />

exercise? It is when it's about optimising<br />

your organisation's digital landfill.<br />

More info: www.nuxeo.com<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

15


Dm CASE STUDY: FLOW FREE DRAINAGE<br />

Going with the flow<br />

Paper was overwhelming the expanding business of Flow Free Drainage until a<br />

mobile/cloud solution eliminated it - much to the relief of managers, admin<br />

and accounts staff<br />

Flow Free Drainage has deployed<br />

innovative mobile worker and cloud<br />

technology as part of a paperless<br />

system that connects mobile apps to<br />

back-office management software. With<br />

the JobWatch system from BigChange,<br />

Flow Free has achieved 40 percent<br />

annual growth with an actual reduction<br />

in office administration resources. The 5<br />

in 1 BigChange solution combines<br />

customer service (CRM), job scheduling<br />

and invoicing software with real-time<br />

vehicle tracking and smartphone apps.<br />

With a fleet of 18 vehicles and a team<br />

of field service engineers covering<br />

mainly the South East of England, Flow<br />

Free maintain and repair drainage<br />

systems. Flow Free are part of Property<br />

Consortium Drainage, a network of<br />

drainage specialists undertaking<br />

insurance-related work.<br />

Operating 24/7 year-round, Flow Free<br />

work to stringent Service Level<br />

Agreements with guaranteed fast<br />

response times dealing with burst pipes,<br />

blocked drains and leaks causing<br />

disruption and damage to premises.<br />

Based on the Hertfordshire-Essex border,<br />

the company also has national contracts<br />

with major retailers and land owners.<br />

"BigChange provides us with a single<br />

system to manage the entire business<br />

digitally, from the initial call out to<br />

invoicing and management reporting. It<br />

really has revolutionised the way we<br />

work and had a very significant impact<br />

on our efficiency and productivity." says<br />

Steven Cornelius, Managing Director of<br />

Flow Free Drainage. "We started using<br />

JobWatch 18 months ago and last year<br />

we grew the business by 40 percent;<br />

even though we actually reduced<br />

numbers of staff in the office."<br />

Using the BigChange back-office Flow<br />

Free log incoming calls on the CRM for<br />

optimised scheduling of the most suitable<br />

resource by skill, equipment and location.<br />

JobWatch has also helped speed up<br />

quotations and invoicing. As Job Sheets<br />

are completed by engineers onsite, the<br />

office is immediately notified of any<br />

additional service requirements and<br />

quotations are raised with 24 hours; less<br />

if the material requirements are simple.<br />

"Being real-time and paperless,<br />

JobWatch has dramatically reduced<br />

administrative work. Five or six people<br />

used to be tied up managing jobs,<br />

generating quotes and invoices<br />

manually. Now we can deal with<br />

typically 60 jobs a day with just two<br />

people involved. That frees up time for<br />

customer service and sales work and is<br />

central to our plans to grow the<br />

business," says Cornelius. "Things are just<br />

better controlled and quicker; one client<br />

couldn't believe we could actually send<br />

out an invoice within an hour of the job<br />

being completed!"<br />

BigChange tracking devices are also<br />

providing valuable data to reduce fuel<br />

consumption through better job<br />

planning, route optimisation and better<br />

driving. Flow Free use BigChange to<br />

monitor driving performance with a<br />

reward for the best driver each month.<br />

This has led to a 25 per cent<br />

improvement in driving and less<br />

accidents, leading to lower insurance<br />

premiums.<br />

More info: www.bigchange.com<br />

16<br />

@DMMagAndAwards<br />

May/June 2019<br />

www.document-manager.com


Northamber — Biggest Fujitsu scanner distributor in the UK<br />

Fujitsu ScanSnap Cloud<br />

routes documents straight<br />

to preferred Cloud accounts<br />

Simply scan your paperwork, whether everyday<br />

documents, receipts, invoices, business cards, photos<br />

etc. and ScanSnap Cloud will intuitively recognise the<br />

scanned material and route accordingly.<br />

ScanSnap iX1500<br />

• Scan receipts and financial documents into Expensify or Shoeboxed and your<br />

accountant can access them straightaway<br />

• Scan meeting notes and business cards to Evernote while you’re on the road, so<br />

your team are up-to-date in the office<br />

• Scan pictures, sketches and drawings to Google Photos or DropBox to instantly<br />

share with colleagues or family<br />

• ScanSnap Cloud processes and routes your paper content automatically<br />

– no need to change anything<br />

ScanSnap iX100<br />

Talk to our experts about how ScanSnap Cloud can speed<br />

up your customers’ workflow — whatever they need to scan!<br />

Business Cards<br />

Receipts<br />

ScanSnap can also:<br />

• Instantly create CSV files for upload<br />

into 3rd party systems<br />

• Intuitively crop and sort mixed<br />

batches and deletes blank pages<br />

• Convert documents into editable<br />

Word and Excel format<br />

• Merge scanned data with your<br />

digitally born material<br />

• Benefit from easier search and<br />

retrieval<br />

• Address compliance and security<br />

concerns<br />

• Increase collaboration and response<br />

times with your clients<br />

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northamber.com | follow us<br />

Total Distribution


Dm ANALYSIS: STORAGE TRENDS<br />

The expanding data universe<br />

Chris Adams, President and CEO of Park Place Technologies, discusses the vast and<br />

constantly evolving range of storage solutions and approaches that we can look<br />

forward to as the data universe continues to expand<br />

Fiber optic cable, the backbone of<br />

much of the internet, carries data at<br />

122,000 miles per second - yet<br />

airplanes are apparently faster. This a<br />

surprising takeaway from the first ever<br />

black hole photo.<br />

Almost as widely shared as the image of a<br />

somewhat blurry, glowing red ring around<br />

a black hole in the Messier 87 galaxy,<br />

which some viewers compared to the Eye<br />

of Sauron from Tolkien, was an image of<br />

computer scientist Katherine Bouman with<br />

a pile of hard drives holding the data to<br />

make that single, iconic image possible.<br />

The Event Horizon Telescope, after all, is<br />

a virtual, planet-sized telescope, which<br />

uses the coordinated contributions of<br />

eight different observatories around the<br />

globe. Recording over several nights for<br />

this project, the teams generated five<br />

petabytes of data, equivalent to 5,000<br />

years' worth of MP3s. Transmitting to the<br />

correlation centre at standard internet<br />

speeds would have taken years, so a halfton<br />

of hard drives were shipped by plane.<br />

At 5,000 miles away from MIT, the<br />

roughly 700 terabytes of data took<br />

about 14 hours of flight and layover time<br />

to make the trip - a rate of<br />

approximately 14 gigabytes per second.<br />

It goes to show that when dealing with<br />

large quantities of data, older<br />

technologies have a lot to offer.<br />

SEISMIC CHANGE<br />

The data storage and transmission demands<br />

of groundbreaking science may seem a far<br />

cry from the everyday needs of the<br />

enterprise, yet this event foretells our<br />

coming challenges. Over the next several<br />

years, global data volumes are expected to<br />

swell to over 175 zetabytes, or 1 trillion<br />

gigs. Posing with the hard drives required to<br />

store that much information would be<br />

impossible, as there would be about 12.5<br />

billion of them.<br />

We are currently undergoing a transition<br />

from human-generated data, where our<br />

documents, images, and other output<br />

comprise the bulk of stored information, to<br />

a sensor-dominated future in which most<br />

information is produced by IoT devices.<br />

Perhaps most concerning about the vision<br />

for 2025, nearly 30 percent of the data<br />

generated will be real-time. Such volumes<br />

threaten to overwhelm existing and next<br />

generation networks, including the muchtouted<br />

5G mobile.<br />

Unfortunately, the data explosion is<br />

happening at the same time the IT industry<br />

approaches the end of Moore's Law, the rule<br />

of thumb by which processor performance<br />

doubles every 18 months down to the limits<br />

of materials science. Post-Moore, experts<br />

predict that the need for continued progress<br />

in AI and other compute-intensive fields will<br />

spark a diversification in the architectural<br />

stack on the order of the Cambrian Age in<br />

Earth's history, challenging today's cloudcentric<br />

infrastructures. The cloud will grow,<br />

too, but it will not be enough.<br />

"ALL OF THE ABOVE"?<br />

Even amidst ongoing virtualisation, IT<br />

hardware will be critical in navigating the<br />

coming era. Yet cost remains an equally<br />

important factor. Already, enterprise<br />

hardware spending is on a path toward<br />

$1.5 trillion by 2020, according to Gartner,<br />

in many cases competing with the core<br />

business for funding.<br />

Enterprise dynamics will, therefore, push IT<br />

toward a blend of old and new solutions.<br />

Much like the currently dominant hybrid<br />

multi-cloud strategies employed by most<br />

organisations, tomorrow's infrastructure will<br />

be a combination, often developed ad hoc<br />

in response to particular needs, challenges,<br />

and technical limitations. The cloud is a<br />

foregone conclusion, but other solutions will<br />

join it to provide the scale of data storage<br />

and processing enterprises will demand<br />

within the unbreakable physical bounds of<br />

data transmission speeds. The mix of<br />

technologies will span edge computing to<br />

magnetic tape storage and just about<br />

everything in between.<br />

STORAGE AT THE EDGE<br />

Edge computing is one obvious solution to<br />

18 @DMMagAndAwards May/June 2019 www.document-manager.com


ANALYSIS: STORAGE TRENDS Dm<br />

"WE ARE CURRENTLY UNDERGOING A TRANSITION FROM HUMAN-<br />

GENERATED DATA, WHERE OUR DOCUMENTS, IMAGES, AND OTHER<br />

OUTPUT COMPRISE THE BULK OF STORED INFORMATION, TO A SENSOR-<br />

DOMINATED FUTURE IN WHICH MOST INFORMATION IS PRODUCED BY<br />

IOT DEVICES. PERHAPS MOST CONCERNING ABOUT THE VISION FOR<br />

2025, NEARLY 30 PERCENT OF THE DATA GENERATED WILL BE REAL-TIME.<br />

SUCH VOLUMES THREATEN TO OVERWHELM EXISTING AND NEXT<br />

GENERATION NETWORKS, INCLUDING THE MUCH-TOUTED 5G MOBILE."<br />

the conundrum. By moving storage and<br />

compute closer to the end user, the<br />

industry can slash the volumes of<br />

information transmitted to data centres for<br />

processing purposes.<br />

It's important to note that edge is more a<br />

concept than specific layer, and we can<br />

expect different degrees of storage capacity<br />

to be added at various points. Smarter IoT<br />

devices will take on more workload at the<br />

point of data generation, with more<br />

onboard memory and compute power.<br />

On-premises data centres will remain or<br />

be created alongside large data-generating<br />

operations, such as factories, to coalesce<br />

and process information on the LAN. 5G<br />

tower-based pods will provide yet another<br />

locus of compute and storage offered by<br />

third-party telecommunications<br />

companies, and local and regional data<br />

centre and colocation providers will cut the<br />

distance data travels for initial processing.<br />

With edge-based triage, raw data will be<br />

processed into higher level, more valuable<br />

information, often in various stages up the<br />

chain. Finally, compiled data can be<br />

transmitted to enterprise data centres<br />

and/or hyperscale cloud facilities for<br />

storage, backup, analytics, machine<br />

learning projects, and more.<br />

HARDWARE PROGRESS<br />

The emerging software-defined data<br />

centre itself will rely on customised, highquality<br />

hardware. For example, chip<br />

design is becoming specialised with<br />

various purpose-built chip sets. The range<br />

of AI hardware-accelerator architectures<br />

now includes neural network processing<br />

units, field programmable gate arrays,<br />

application-specific integrated circuits,<br />

and so-called neurosynaptic architectures.<br />

The days of the x86 hardware<br />

monoculture is over.<br />

Although these are processing<br />

advancements, AI and machine learning<br />

projects will also demand storage<br />

solutions. NVMe-oF is among the<br />

technologies that can help bring the<br />

requisite speed to storage for dataintensive<br />

applications, but there will be<br />

more progress to fill out the storage<br />

component.<br />

OLD SCHOOL MEETS INNOVATION<br />

It doesn't garner much attention, but<br />

magnetic tape is still used to house<br />

substantial data the world over, in fields as<br />

diverse as particle physics, national<br />

archives, and banking. The appeal of tape<br />

storage actually increases as enterprises<br />

strive to balance energy costs and archival<br />

needs. Moving rarely accessed information<br />

to cold storage systems or latency-agnostic<br />

data to robotic tape solutions offers<br />

significant advantage.<br />

Unlike disks, which are approaching the<br />

Moore's Law threshold, tape will not reach<br />

its upper limits for capacity scaling any<br />

time soon, so capacity can continue to<br />

double every two to three years for the<br />

foreseeable future. This will make tape,<br />

already more space- and cost-efficient than<br />

disk, an important option for large-scale,<br />

long-range storage.<br />

DECENTRALISED STORAGE<br />

We would be remiss to overlook<br />

blockchain, which offers a decentralised<br />

alternative to cloud storage. In this model,<br />

data is housed on dozens or hundreds of<br />

nodes around the globe with no central<br />

organisation. Although scalability has not<br />

reached enterprise level, there is a<br />

possibility that fragmented, encrypted data<br />

in a decentralised storage structure will<br />

provide new options for security, privacy,<br />

efficiency, and data redundancy. Dubai, for<br />

instance, has just announced a pilot<br />

blockchain storage program as a sort of<br />

"digital sandbox" for its smart city initiatives.<br />

DECLUTTERING<br />

As vital as storage hardware will be,<br />

storage strategy will be more so. With<br />

regulatory fines for holding personal data<br />

for too long and increasing security risks,<br />

enterprises need to counter their hoarding<br />

impulses. This means effectively managing<br />

the data lifecycle alongside the asset<br />

lifecycle. Periodic reassessments should be<br />

conducted to determine what information<br />

to keep as is, what to archive in cold<br />

storage, and what to safely and<br />

permanently purge.<br />

CONTINUED COMPLEXITY<br />

The bottom line is that hardware will<br />

remain central to the enterprise. The<br />

transition to cloud will continue, but an<br />

increasing array of counter-currents will<br />

bring data back to on-premises facilities<br />

and edge sites. There will be vendors,<br />

ranging from 5G mobile providers to local<br />

colocation specialists, available to take on<br />

some workloads. However, the reality of<br />

the coming data universe will demand<br />

enterprises control and coordinate<br />

storage across a wider variety of<br />

environments, using more diverse<br />

hardware than ever before.<br />

More info:<br />

www.parkplacetechnologies.com<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

19


Dm CASE STUDY: WARREN COUNTY RECORDS CENTER AND ARCHIVES<br />

A universal solution<br />

In an implementation that won the 'Project of the Year, Public Sector' prize at<br />

the 2018 DM Awards, e-ImageData supplied a unique all-in-one solution to<br />

Ohio's Warren County Records Centre and Archives<br />

The Warren County Records Center<br />

and Archives is the main source of<br />

vital information for Warren County<br />

in Lebanon, Ohio, USA. Serving over<br />

225,000 people within a 400-mile<br />

radius and offering on-site records<br />

storage, records delivery, retention and<br />

disposition management, comprehensive<br />

records training, document imaging,<br />

and microfilming services to all County<br />

agencies, it is focused on assisting<br />

patrons and county agencies with their<br />

records retention, archival and digital<br />

imaging needs.<br />

The Imaging and Microfilm Division of<br />

the Records Center captures countygenerated<br />

records in digital and<br />

analogue formats to produce product in<br />

both electronic and microfilm media.<br />

The Division also specialises in wide<br />

format large scale imaging, high<br />

capacity multipage scanning and<br />

converting digital images for long term<br />

preservation in microfilm format.<br />

Because the Division had previously<br />

replaced their old reader/printer - that<br />

was costly and severely inhibiting<br />

efficiency and productivity - with e-<br />

ImageData's ScanPro 2000, they were<br />

familiar with the quality and<br />

innovativeness of the ScanPro products.<br />

They were impressed with the ScanPro<br />

2000's performance to produce highquality<br />

images and valued the timesaving<br />

capabilities which cut costs and<br />

increased productivity. Subsequently,<br />

when the Division was about to take on<br />

larger projects and there was an<br />

immediate demand for another unit they<br />

turned to e-ImageData again. The<br />

requirement for the additional unit<br />

specified that the unit incorporate both<br />

an on-demand and a conversion<br />

application that was easy to use,<br />

efficient and reliable. In addition, it had<br />

to be affordable to fit within the<br />

County's budget.<br />

'BEST PRODUCT POSSIBLE'<br />

After talking with their reseller, World<br />

Micrographics, the Division team<br />

decided that e-ImageData offered the<br />

best match to the solution they wanted.<br />

They were impressed with the ScanPro<br />

20 @DMMagAndAwards May/June 2019 www.document-manager.com


CASE STUDY: WARREN COUNTY RECORDS CENTER AND ARCHIVES Dm<br />

"OUR NEWEST ADDITION (THE SCANPRO 2200+ ALL-IN-ONE) HAS TURNED WHAT WAS INITIALLY ANOTHER VERY<br />

TEDIOUS MICROFICHE JOB INTO A BRIEF ASSIGNMENT THAT FREED UP VALUABLE TIME FOR OTHER<br />

ENDEAVOURS. IN OTHER WORDS, WHAT WOULD HAVE TAKEN MONTHS TO ACCOMPLISH WAS DRASTICALLY<br />

SHORTENED TO ONLY TWO SHORT WEEKS. WE TRULY APPRECIATE EVERYTHING THIS MACHINE AND THIS<br />

COMPANY HAVE AFFORDED US."<br />

2200+ All-In-One because they could<br />

easily and accurately read, edit, print<br />

and scan on-demand plus convert all<br />

film types (including their microfiche<br />

and 16mm film), all while utilising the<br />

same compact unit.<br />

This scanner includes all of the<br />

features of a ScanPro 2200+ such as<br />

live image editing, fully automatic<br />

image adjust and automatic scanning,<br />

plus the capabilities of the new AUTO-<br />

Carrier. This new unit would allow their<br />

staff to operate the AUTO-Carrier<br />

entirely by on-screen controls, moving<br />

directly through fiche image-by-image,<br />

or anywhere on the fiche, with a single<br />

click. They are able to automatically<br />

scan a range of images, groups of<br />

images or the entire fiche, seamlessly<br />

and with unparalleled accuracy. In<br />

addition to its automatic fiche-scanning<br />

capability, the ScanPro 2200+ All-In-<br />

One automatically scans microfilm,<br />

making it the most universal solution<br />

for the County.<br />

In December 2017, the Division team<br />

made the decision to purchase the<br />

ScanPro 2200+ All-In-One from e-<br />

ImageData. They implemented the unit<br />

seamlessly and were able to streamline<br />

their entire on-demand and conversion<br />

applications. The ScanPro 2200+ All-In-<br />

One has ticked all the County's boxes of<br />

criteria for efficiency, productivity,<br />

reliability, and cost. The fact that the<br />

County could get all this versatility and<br />

performance in one compact unit<br />

(capabilities the competition lacked)<br />

was a major deciding factor in their<br />

purchase decision.<br />

"We recommend the ScanPro 2200+<br />

All-In-One to any entity who has a need<br />

and a desire to get the best possible<br />

product on the market," said Jana Wells,<br />

Imaging Supervisor, Warren County<br />

Records Center and Archives.<br />

DRAMATIC RESULTS<br />

With the ScanPro 2200+ All-In-One,<br />

the team has completed many projects.<br />

Their Juvenile Court records microfiche<br />

project was projected to take 8-9<br />

months. With the ScanPro 2200+ All-<br />

In-One it took only four months to<br />

complete. This saved time, saved<br />

money, and it produced the clearest<br />

image available, providing the best endresult.<br />

The ScanPro 2200+ All-In-One<br />

streamlined their process and made<br />

research and conversion easier, more<br />

efficient and more affordable than ever<br />

before for Warren County.<br />

Regarding another recent project, Jana<br />

Wells reports, "Our newest addition (the<br />

ScanPro 2200+ All-In-One) has turned<br />

what was initially another very tedious<br />

microfiche job into a brief assignment<br />

that freed up valuable time for other<br />

endeavours. In other words, what<br />

would have taken months to<br />

accomplish was drastically shortened to<br />

only two short weeks. In addition,<br />

where other companies can be very<br />

straining to work with, our e-ImageData<br />

reseller, World Micrographics, has gone<br />

above and beyond to ensure that both<br />

their products and their customer<br />

service is entirely satisfying. We truly<br />

appreciate everything this machine and<br />

this company have afforded us."<br />

SPREADING THE WORD<br />

The Center continues to use their<br />

ScanPro 2200+ All-In-One for a variety<br />

of projects requiring the conversion of<br />

thousands of 16mm film and microfiche<br />

images. A current project is inspecting<br />

microfiche images from the 1970's with<br />

poor image quality, digitally improving<br />

the images, and converting them back<br />

to microfiche. "Using the auto-scan<br />

function we were able to get clean,<br />

crisp digital images that we originally<br />

thought would be impossible as the<br />

fiche we were attempting to copy were<br />

quite old and distorted," says Jana<br />

Wells. Moreover, the Center's success<br />

with the ScanPro 2200+ All-In-One has<br />

influenced other County departments.<br />

The Probate Court has also purchased<br />

a ScanPro 2200+ All-In-One to help<br />

digitise their records and increase their<br />

effectiveness with their large workloads.<br />

"e-ImageData continues to be the<br />

innovation and performance leader in<br />

bringing new and relevant technologies<br />

to the world of microfilm. Our focus at<br />

e-ImageData is to continue to lead the<br />

industry by developing innovative and<br />

economical products which will serve<br />

the needs of our customers for years to<br />

come. Our latest scanner, the ScanPro<br />

2200+ All-In-One is a low-cost, highspeed<br />

microfilm conversion scanner for<br />

roll film, fiche and jacketed fiche, a<br />

product that you have to see in action<br />

to believe," says James Westoby,<br />

President of e-ImageData.<br />

Warren County has experienced the<br />

only truly universal microfilm solution<br />

on the market today. The ScanPro<br />

2200+ All-In-One has made a<br />

significant improvement in the way they<br />

work - now much faster and with<br />

higher quality results. With the cuttingedge<br />

technology to do what no other<br />

microfilm scanners can do, e-ImageData<br />

offers a product that revolutionises the<br />

way people work with microfilm and<br />

microfiche. With a high level of<br />

continuing innovation and the scanners'<br />

ability to be fully upgraded at any time,<br />

the ScanPro All-In-One scanners offer a<br />

lifetime of use for all film types.<br />

More info: www.e-imagedata.com<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

21


Dm PRODUCT FOCUS<br />

ALARIS E1035<br />

The newest scanners<br />

from Alaris, the<br />

E1000 series,<br />

represent a step<br />

forward in setup and<br />

ease of use from a<br />

long-standing market<br />

leader. Our review<br />

model (the faster<br />

E1035 device) was<br />

ready to use within ten<br />

minutes of unboxing,<br />

including download<br />

and install for the Alaris<br />

Smart Touch software.<br />

The E1000 series is aimed at SMEs as<br />

well as departmental/workgroup type<br />

users, and this is exemplified by the<br />

intuitive software offerings as well as<br />

the devices' small footprint and fast,<br />

quiet use. Weighing just over 3kg and<br />

barely a foot wide, the E1035 is smaller<br />

than many desktop printers and almost<br />

silent when scanning.<br />

Performance is impressive and the<br />

E1035 feels like it could run all day if<br />

needed: it can scan up to 35 A4 pages<br />

per minute (70 images per minute<br />

duplex) whether black-and-white,<br />

grayscale or colour, at 200 or 300 dpi.<br />

Recommended daily volume is 4,000<br />

pages for the E1035, 3,000 for the<br />

other model in the new range, the<br />

E1025 (which, as the model number<br />

might suggest, can scan up to 25<br />

ppm/50ipm).<br />

Paper handling too is as good as users<br />

have come to expect from Kodak/Alaris<br />

in recent years: it will handle mixed<br />

document batches, ID cards, bank<br />

cards etc. as well as passports and<br />

larger documents (the last two each<br />

require an optional accessory). Feeder<br />

capacity is better than many<br />

workgroup scanners in its market<br />

space, holding up to 80 sheets.<br />

Perfect Page image management<br />

software behind the scenes ensures<br />

optimum image quality every scan<br />

without user intervention: this includes<br />

automatic straightening, brightness<br />

and colour balance adjustment, punch<br />

hole filling, and blank image deletion.<br />

Software-wise, users have the option<br />

of either Capture Pro LE or the<br />

aforementioned Smart Touch, which<br />

we used for our review. Smart Touch<br />

allows users to use any of nine<br />

preconfigured options for managing<br />

and routing scanned<br />

images, and these<br />

options are easily fine<br />

tuned without any<br />

technical expertise<br />

required. Scans can be<br />

saved in the 'usual'<br />

formats - PDF, JPG,<br />

Office documents etc. -<br />

and sent to specific<br />

destinations including<br />

applications, Cloud<br />

services, email,<br />

SharePoint and the like.<br />

A novice user could simply<br />

use the presets that come with the<br />

software and never have to alter their<br />

configuration.<br />

The user interface on the scanner<br />

itself could hardly be more<br />

straightforward: a small LED display<br />

shows the option (1-9) selected, with<br />

touch-sensitive buttons to shift up and<br />

down, and similar buttons for start and<br />

stop, as well as a Power On button.<br />

And that's all there is to it. The scanner<br />

can also be driven direct from the<br />

attached PC of course, where a right<br />

click of the Alaris icon shows you the<br />

options list and allows the user to edit<br />

the configuration if required. Here<br />

users can easily alter the destination<br />

application, file type, naming format,<br />

as well as scan-specific options<br />

including 'edit image before saving',<br />

'separate by barcode' and the like.<br />

More info: www.alarisworld.com<br />

VERDICT<br />

The scanner itself is every bit as efficient, fast and office-friendly as we've come to expect from Alaris, but what<br />

really sets the E1000 series apart is the extraordinarily user-friendly Smart Touch software that makes scanning a<br />

simple process for any user.<br />

22 @DMMagAndAwards May/June 2019 www.document-manager.com


Dm CASE STUDY: DAJON DATA MANAGEMENT<br />

Changing for the good<br />

Scanning specialist Dajon Data Management is<br />

reaping the benefits of a new scanner fleet that can<br />

process almost four times as many documents per<br />

day as their legacy scanners<br />

Dajon Data Management is a<br />

London-based specialist<br />

document scanning company<br />

with a global client base. Renowned for<br />

providing high quality, competitively<br />

priced services, the company has over<br />

two decades' expertise in document and<br />

data management solutions, with<br />

significant experience in complex<br />

handling requirements. Its<br />

comprehensive range of supporting<br />

services enable clients to transition paper<br />

documents and data to any electronic<br />

format, then process and action<br />

business-critical information using<br />

document management and integrated<br />

workflow systems.<br />

CHANGE OVER TIME<br />

Dajon was running a nine-strong fleet of<br />

mid- to high-volume production scanners,<br />

which it recognised were no longer fit for<br />

purpose. The company first established<br />

the scanning bureau in 2007 when the<br />

majority of paper documents it processed<br />

required little preparation, pages were<br />

cleaner and in standard formats, and<br />

indexing requirements were minimal.<br />

However over time, the use of metadata<br />

to index documents had become more<br />

critical in order to make information<br />

accessible on demand, the bureau was<br />

now handling many different types and<br />

sizes of documents, and volumes<br />

continued to increase exponentially.<br />

"Historically, when making new<br />

technology investment decisions we<br />

simply purchased new scanners to<br />

manage increased throughput and stuck<br />

with the same brand. This was primarily<br />

because our people were used to them<br />

and were working in their comfort zone,"<br />

Chief Technology Officer Albert Tsan,<br />

explains. "But what we didn't do was to<br />

24<br />

@DMMagAndAwards<br />

May/June 2019<br />

www.document-manager.com


CASE STUDY: DAJON DATA MANAGEMENT Dm<br />

tackle the real issues - we were<br />

experiencing repeated feeding issues and<br />

problems around output stacking, the<br />

scanners were processing volumes<br />

nowhere near their rated speeds and we<br />

were increasingly putting in longer shifts<br />

to get to the levels of throughput we<br />

needed to deliver jobs on time."<br />

It was when processing one job for a<br />

construction company which required<br />

large volumes of carbon paper and<br />

receipts to be digitised that Dajon<br />

reached a tipping point, explained Albert:<br />

"This job highlighted that the legacy<br />

scanners just couldn't cope. We<br />

encountered multiple feeding issues, the<br />

scanners did not like receipts and we<br />

were lucky if we achieved a throughput<br />

of 15-20 pages per minute (ppm). The<br />

job took significantly longer than it<br />

should have and we realised then that<br />

doing what we had always done wasn't<br />

sustainable and it was time to change."<br />

He continued: "We couldn't keep buying<br />

more scanners and more PCs (each of<br />

which required staff to operate them),<br />

we had literally run out of space. Plus we<br />

had to look at the bottom line: the<br />

market is extremely competitive and we<br />

have to ensure that we achieve a profit<br />

on every piece of business. It was time to<br />

stop compromising because we were<br />

used to using one type of scanner, and to<br />

look for alternatives."<br />

SOLUTION SUMMARY<br />

STREAMLINING THE FLEET<br />

Albert approached Alaris, a Kodak Alaris<br />

business, for advice on how Dajon could<br />

leverage new technology to improve its<br />

current scanning model. Rather than<br />

focus on the products' features and<br />

benefits, and suggest like-for-like<br />

replacement models, Alaris' approach<br />

was consultative. The pre-sales team<br />

looked at the volume and types of papers<br />

that Dajon was processing, how<br />

documents were prepared during the<br />

pre-scan process and the amount of<br />

manual steps this involved.<br />

Alaris recommended streamlining the<br />

fleet, replacing nine legacy devices with<br />

three Kodak i4650s scanners. With a fast<br />

(up to 130 ppm) throughput, this<br />

production scanner delivers hours of<br />

uninterrupted scanning and its straightthrough<br />

paper path ensures thick<br />

materials such as cardboard and file<br />

folders plus extra-long documents, fly<br />

through the scanner. The Kodak i4650s<br />

also offer a host of features including<br />

Intelligent Document Protection which<br />

monitors the condition of paper being<br />

scanned and listens for the sound of<br />

paper crumpling, preventing document<br />

damage by stopping the scanner<br />

automatically prior to jams. Combined<br />

with exceptional image quality no matter<br />

how challenging originals are, this<br />

ensures high productivity. A 500-sheet<br />

Challenge<br />

With feeding issues, problems around output stacking, and low throughput,<br />

Dajon's fleet of production scanners were no longer fit for purpose.<br />

Solution<br />

Three x Kodak i4650s Scanners<br />

Two x Alaris S2000 Series Scanners<br />

Benefits<br />

Dajon has totally transformed its scanning operation, dramatically improved<br />

efficiency and profit margins. The i4650s Scanners are processing almost<br />

three times more images than the legacy models and the scanners'<br />

additional functionality, consistent feeding, controlled output stacking and<br />

the ability to detect staples etc. are paying dividends in terms of<br />

productivity and efficiency.<br />

input tray and controlled stacking<br />

technology means staff spend less time<br />

adjusting documents and more time<br />

getting work done.<br />

"Alaris installed a unit for us to 'try<br />

before buy' and within two weeks we<br />

had raised a purchase order number,"<br />

Albert said, adding: "We ran the scanner<br />

alongside one of our legacy models to<br />

handle a large project which involved<br />

digitising 13,000 boxes of historical<br />

documents including carbon paper and<br />

card. The difference was night and day,<br />

the Kodak Scanner powered through<br />

between 115-120 ppm (almost<br />

maximum throughput), while the existing<br />

scanner processed between 45-50 ppm.<br />

That was the turning point, the decision<br />

was made."<br />

Dajon is also utilising two Alaris S2000<br />

Series Scanners to handle digital<br />

mailroom items for its clients. These fast<br />

desktop scanners serve to isolate the high<br />

speed, high volume production away<br />

from ad-hoc items, whilst bolstering<br />

efficiency on the production line.<br />

EMBRACING CHANGE<br />

Dajon initially purchased two i4650s<br />

Scanners for the scanning bureau,<br />

adding a third one a little later. "The<br />

biggest stumbling block was a resistance<br />

to change so we gradually made the<br />

changeover," Albert explained. "The<br />

product is great, but the support we<br />

received from Alaris and the onsite<br />

training really helped staff embrace the<br />

change and made the transition to new<br />

products much easier."<br />

Scanning operators are now reaping<br />

the benefits of the new scanners:<br />

"During the trial period our head of<br />

scanning was delighted with the<br />

performance and really saw the<br />

potential. The additional functionality,<br />

consistent feeding, controlled output<br />

stacking and the ability to detect staples<br />

etc. are really paying dividends in terms<br />

of productivity and efficiency."<br />

Dajon has also realised additional time<br />

and cost savings. "The metal detection<br />

feature means we are no longer paying<br />

for new parts, due to forgotten staples<br />

and paperclips scratching the scanner<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

25


Dm CASE STUDY: DAJON DATA MANAGEMENT<br />

"WITH THE NEW SCANNERS, WE<br />

HAVE TOTALLY TRANSFORMED OUR<br />

SCANNING OPERATION,<br />

DRAMATICALLY IMPROVED<br />

EFFICIENCY AND OUR PROFIT<br />

MARGINS. THE NEW SCANNERS<br />

CONTINUOUSLY RUN AT RATED<br />

SPEEDS AND SEAMLESSLY HANDLE<br />

MANY DIFFERENT PAPER TYPES, IN<br />

FACT THE I4650S SCANNERS ARE<br />

PROCESSING ALMOST THREE TIMES<br />

MORE IMAGES THAN THE LEGACY<br />

MODELS."<br />

glass - that's been a strong saving,"<br />

Albert explained. "We are also saving<br />

money on supplies as the overall running<br />

costs are lower."<br />

The company has also been able to<br />

redeploy staff within the scanning<br />

bureau for increased efficiency. Under<br />

the old regime, nine scanners required<br />

nine scanning operators, with<br />

additional staff tied up prepping pages<br />

to be scanned. Now, just three<br />

operators are charged with scanning,<br />

which has freed up additional resources<br />

to handle document preparation and<br />

post-scan processes.<br />

Albert enthused: "With the new<br />

scanners, we have totally transformed<br />

our scanning operation, dramatically<br />

improved efficiency and our profit<br />

margins. The new scanners continuously<br />

run at rated speeds and seamlessly<br />

handle many different paper types, in<br />

fact the i4650s Scanners are processing<br />

almost three times more images than the<br />

legacy models."<br />

To illustrate the impact Albert said: "Per<br />

Kodak Scanner, we typically process<br />

46,000 images during an eight-hour<br />

shift - that's compared to an average of<br />

just 16,000 images on one legacy device.<br />

On a 'bad' day we will scan around<br />

38,000 originals: in comparison, the old<br />

devices would only manage between 8-<br />

10,000 pages in the same shift due to<br />

feeding issues."<br />

Future plans include a transition to<br />

Alaris Capture Pro software. "We initially<br />

decided to stick with our current<br />

software which works seamlessly with<br />

the Kodak Scanners, largely due to the<br />

fact staff are familiar with it and<br />

comfortable using it, but now we have<br />

had the hardware in place and it's been<br />

well received, we are highly likely to<br />

change in the future," Albert said.<br />

The new scanners are currently running<br />

at 80 per cent capacity, providing room<br />

for future growth. Dajon is planning to<br />

relocate into new larger premises which<br />

will provide more space to conduct<br />

document preparation and scanning and<br />

enable it to win more new business.<br />

Albert said: "The new premises will safely<br />

accommodate up to 12 scanners, giving<br />

us plenty of opportunity to grow. We<br />

have a number of large prospects in the<br />

pipeline, the i4650s Scanners and new<br />

premises place us in a strong position to<br />

win and if we are successful, we will<br />

invest in more Kodak scanners, confident<br />

in the knowledge that they will ensure<br />

we deliver."<br />

Dajon has retained two of the legacy<br />

scanners for business continuity<br />

purposes. "I think it says a lot about the<br />

new scanners when our staff would<br />

rather wait for an engineer and do<br />

document preparation rather than turn<br />

the old devices on!" Albert concluded.<br />

More info: www.alarisworld.com<br />

26 May/June 2019 www.document-manager.com<br />

@DMMagAndAwards


Dm STRATEGY: RESEARCH<br />

Dark times ahead?<br />

New research suggests that over half of an organisation's data is 'dark data' -<br />

meaning that the business either doesn't know it exists at all, or doesn't know how<br />

to find or use it<br />

US data specialist Splunk has<br />

released research that shows<br />

organisations are ignoring<br />

potentially valuable data and don't have<br />

the resources they need to take<br />

advantage of it. The research reveals<br />

that although business executives<br />

recognise the value of using all of their<br />

data, more than half (55 percent) of an<br />

organisation's total data is "dark data,"<br />

meaning they either don't know it exists<br />

or don't know how to find, prepare,<br />

analyse or use it.<br />

'The State of Dark Data Report', built<br />

using research conducted by TRUE<br />

Global Intelligence and directed by<br />

Splunk, surveyed more than 1,300<br />

global business managers and IT leaders<br />

about how their organisations collect,<br />

manage and use data. In an era where<br />

data is connecting devices, systems and<br />

people at unprecedented growth rates,<br />

the results show that while data is top<br />

of mind, action is often far behind.<br />

76 percent of respondents surveyed<br />

across the U.S., U.K., France,<br />

Germany, China, Japan, and Australia<br />

agree "the organisation that has the<br />

most data is going to win."<br />

60 percent of respondents said that<br />

more than half of their<br />

organisations' data is dark, and onethird<br />

of respondents say more than<br />

75 percent of their organisation's<br />

data is dark.<br />

Business leaders say their top three<br />

obstacles to recovering dark data is the<br />

volume of data, followed by the lack of<br />

necessary skill sets and resources.<br />

More than half (56 percent) admit<br />

28 @DMMagAndAwards May/June 2019 www.document-manager.com


STRATEGY: RESEARCH Dm<br />

"DATA IS HARD TO WORK WITH BECAUSE IT'S GROWING AT AN ALARMING RATE AND IS HARD TO STRUCTURE<br />

AND ORGANISE. SO, IT'S EASY FOR ORGANISATIONS TO FEEL HELPLESS IN THIS CHAOTIC LANDSCAPE… THIS<br />

PRESENTS A TREMENDOUS OPPORTUNITY FOR MOTIVATED LEADERS, PROFESSIONALS AND EMPLOYERS TO<br />

LEARN NEW SKILLS AND REACH A NEW LEVEL OF RESULTS."<br />

that "data-driven" is just a slogan in<br />

their organisation.<br />

82 percent say humans are and will<br />

always be at the heart of AI.<br />

SLOW TO SEIZE OPPORTUNITIES<br />

While respondents understand the value<br />

of dark data, they admit they don't have<br />

the tools, expertise or staff to take<br />

advantage of it. Plus, the majority of<br />

senior leaders say they are close enough<br />

to retirement that they aren't motivated<br />

to become data-literate.<br />

Data is the future of work, but only a<br />

small percentage of professionals seem<br />

to be taking it seriously. Respondents<br />

agree there is no single answer, though<br />

the top solutions having potential<br />

included training more employees in<br />

data science and analytics, increasing<br />

funding for data wrangling, and<br />

deploying software to enable less<br />

technical employees to analyse the data<br />

for themselves.<br />

92 percent say they are "willing" to<br />

learn new data skills but only 57<br />

percent are "extremely" or "very"<br />

enthusiastic to work more with data.<br />

69 percent said they were content<br />

to keep doing what they're doing,<br />

regardless of the impact on the<br />

business or their career.<br />

More than half of respondents (53<br />

percent) said they are too old to<br />

learn new data skills when asked<br />

what they were doing to educate<br />

themselves and their teams.<br />

66 percent cite lack of support from<br />

senior leaders as a challenge in<br />

gathering data and roughly one-infive<br />

respondents (21 percent) cite<br />

lack of interest from organisation<br />

leaders as a challenge.<br />

AI: THE NEXT FRONTIER?<br />

Globally, respondents believe AI will<br />

generally augment opportunities,<br />

rather than replace people. While the<br />

survey revealed that few organisations<br />

are using AI right now, a majority see<br />

its vast potential. For example, in a<br />

series of use cases including<br />

operational efficiency, strategic decision<br />

making, HR and customer experience,<br />

only 10 to 15 percent say their<br />

organisations are deploying AI for<br />

these use cases while roughly twothirds<br />

see the potential value.<br />

A majority of respondents (71<br />

percent) saw potential in employing<br />

AI to analyse data.<br />

73 percent think AI can make up<br />

for the skills gaps in IT.<br />

82 percent say humans are and will<br />

always be at the heart of AI and 72<br />

percent say that AI is just a tool to<br />

solve business problems.<br />

Only 12 percent are using AI to<br />

guide business strategy and 61<br />

percent expect their organisation to<br />

increase its use of AI this way over<br />

the next five years.<br />

REGIONAL VARIATIONS<br />

There are some key differences in the<br />

UK specific results. For example, 39<br />

percent of people in the United<br />

Kingdom believe AI can make up for<br />

the skills gap versus only 27 percent<br />

globally. UK employees are also the<br />

most likely in the world to say they<br />

need to learn more data skills in order<br />

to get promoted again, 83 percent<br />

compared to the global figure of 76<br />

percent. Additional UK specific results<br />

include:<br />

The UK often comes second only to<br />

China in its enthusiasm for data and<br />

AI, and its belief in the importance<br />

of data skills<br />

67 percent of UK companies agree<br />

"data-driven" is just a slogan at their<br />

organisation, compared with only<br />

56 percent globally<br />

The majority of respondents in the<br />

UK market (61 percent) report<br />

understanding AI extremely or very<br />

well - one of only two markets in<br />

which a majority make that claim<br />

(the other is China, at 77 percent).<br />

The global average is 48 percent.<br />

"Data is hard to work with because it's<br />

growing at an alarming rate and is<br />

hard to structure and organise. So, it's<br />

easy for organisations to feel helpless<br />

in this chaotic landscape," says Tim<br />

Tully, Chief Technology Officer, Splunk.<br />

"I was pleased to see the opportunity<br />

people around the world attach to dark<br />

data, even though fewer than a third<br />

of those surveyed say they have the<br />

skills to turn data into action. This<br />

presents a tremendous opportunity for<br />

motivated leaders, professionals and<br />

employers to learn new skills and reach<br />

a new level of results."<br />

More info: www.splunk.com<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

29


Dm CASE STUDY: DNV GL<br />

Knowledge shared<br />

The legal department at DNV GL is enjoying the benefits of global collaboration and<br />

knowledge sharing<br />

Headquartered in Oslo, Norway,<br />

DNV GL is the leading provider<br />

of risk management and quality<br />

assurance services to the maritime, oil<br />

and gas, and power and renewables<br />

industries. The company is also a global<br />

leader in certifying management<br />

systems of companies across all types<br />

of industries, including healthcare,<br />

food and beverage, automotive and<br />

aerospace. DNV GL has 350 offices<br />

located worldwide.<br />

The company's Group Legal<br />

Department is also headquartered in<br />

Oslo, but lawyers are distributed<br />

internationally - from Shanghai in<br />

China to Houston in the USA.<br />

OVER-RELIANCE ON EMAIL<br />

As with any Legal Department, document<br />

management is an essential functional<br />

business requirement at DNV GL, and the<br />

team was using a variety of tools<br />

including file servers and SharePoint for<br />

the function. In the absence of a central<br />

repository and with 25 lawyers in the<br />

Legal Department spread across nine<br />

different locations, document<br />

management, communication and<br />

collaboration were proving difficult.<br />

"We had substantial communications<br />

challenges due to our team of lawyers<br />

spread across the varied time zones,"<br />

Thina E. Ytterhorn, Deputy Group Legal<br />

Director, DNV GL Group, elaborated. "As<br />

we didn't have a formal, structured<br />

system, our individual Outlook accounts<br />

too served as a document management<br />

system. So, while we could create folder<br />

structures in our individual Outlook<br />

systems, of course, no one else could<br />

access that information.<br />

Given that typically a lawyer receives<br />

anything between 50 - 100 emails (with<br />

attachments) a day, a huge amount of<br />

critical information on matters resided<br />

in lawyers' inboxes. File servers and<br />

SharePoint to an extent helped with<br />

information sharing in local offices, but<br />

weren't conducive to sharing<br />

knowledge and experience across an<br />

international team."<br />

30 @DMMagAndAwards May/June 2019 www.document-manager.com


CASE STUDY: DNV GL Dm<br />

"WE'VE GOT OFF TO A VERY POSITIVE START WITH IMANAGE.<br />

ALREADY WE HAVE MADE GREAT STRIDES IN MEANINGFUL<br />

KNOWLEDGE SHARING AND COLLABORATION ACROSS THE GLOBAL<br />

TEAM. THE SOLUTION HAS REMOVED MANY OF THE ISSUES THAT<br />

PREVIOUSLY INTERFERED WITH OUR CORE BUSINESS ACTIVITY."<br />

UNDERSTANDING REQUIREMENTS<br />

The Legal Department presented its<br />

business challenges to DNV GL's IT<br />

Department who undertook a broad<br />

investigation of the various solutions<br />

available on the market to present a<br />

shortlist of the top three options.<br />

The Legal Department chose iManage<br />

Work. "iManage ticked all the boxes. The<br />

solution's integration with Outlook<br />

represented an easy next step for the<br />

team. The user interface is excellent and<br />

familiar, given that Outlook is our key<br />

work application," Ytterhorn<br />

commented.<br />

DNV GL explored the market for an<br />

implementation partner too, shortlisting<br />

two technology vendors. Ytterhorn said,<br />

"We spoke to several firms that had<br />

already adopted iManage in Norway.<br />

Ascertus came up in many instances and<br />

the feedback was very positive every<br />

time. During the negotiation process it<br />

became apparent very quickly that<br />

Ascertus would be the best fit for us<br />

from every aspect - price, their<br />

understanding of our requirement<br />

through to their approach to technology<br />

deployment and post implementation<br />

support. Most importantly, we were able<br />

to establish a personal rapport with the<br />

Ascertus team during the negotiation<br />

phase itself."<br />

MINIMAL DISRUPTION<br />

Ascertus worked closely with DNV GL's IT<br />

Department to understand the<br />

organisation's infrastructure environment<br />

and security needs.<br />

Jon Wainwright, Sales Director,<br />

Ascertus Limited, explained, "We<br />

undertake a thorough process to<br />

understand the customer's IT<br />

infrastructure and the skills needed at<br />

our end, right up front. This investment<br />

on our part ensures that there are no<br />

unforeseen road blocks during the actual<br />

implementation."<br />

Working closely with the Legal<br />

Department, Ascertus helped design the<br />

matter folder structure in iManage Work<br />

so that the system configuration<br />

adequately supported the business<br />

requirements. Ytterhorn commented, "It's<br />

only the design phase that took up our<br />

time and we were happy to invest in it to<br />

ensure that the solution met our needs.<br />

The solution implementation was entirely<br />

handled by Ascertus and our IT<br />

Department. There was minimal<br />

disruption to our work, which we were<br />

delighted about."<br />

Rather than undertaking a mass<br />

migration of all the data, the Legal<br />

Department identified the specific data<br />

sources that it initially wanted to<br />

transfer into iManage Work. Now, with<br />

iManage Work up and running, the<br />

Legal Department is gradually migrating<br />

key data from the file servers and<br />

SharePoint into the knowledge share<br />

section of the system.<br />

EVERYTHING IN ITS PLACE<br />

First and foremost, the Legal Department<br />

now has a single location for all its data<br />

globally. This is enabling knowledge<br />

sharing. The Legal Department has<br />

created an archive for knowledge-led<br />

information in iManage Work, to which<br />

the global team contributes and is<br />

continuously being augmented.<br />

The search functionality provided by<br />

iManage Work has proved to be very<br />

beneficial to the legal team. "This is a big<br />

win for us," Ytterhorn said. "The team<br />

can easily search iManage Work for<br />

similar matters and documents. For<br />

instance, my colleague in a different<br />

location can search for a company name<br />

and identify the lawyers who have<br />

previously worked with that organisation<br />

and build on the work that has already<br />

been done for that customer. This was<br />

impossible before."<br />

The solution is facilitating seamless<br />

collaboration across the Legal<br />

Department. Lawyers collaborating on<br />

matters work from within the same<br />

workspace in iManage Work. Team<br />

members have complete visibility of the<br />

status of matters, projects and<br />

contracts. They can also contribute with<br />

their expertise across different projects,<br />

regardless of where in the world they<br />

are located.<br />

To ensure the necessary confidentiality<br />

of matter information, lawyers set the<br />

appropriate security and access levels so<br />

that only those with authorisation have<br />

access to sensitive data.<br />

The Legal Department has also<br />

integrated iManage Work with Microsoft<br />

Power BI. The Department is developing<br />

insightful reports on the status of<br />

matters being worked on, which<br />

organisations across the globe the<br />

company is working with, where they<br />

are located and so on.<br />

Ytterhorn concluded, "We've got off to<br />

a very positive start with iManage.<br />

Already we have made great strides in<br />

meaningful knowledge sharing and<br />

collaboration across the global team.<br />

The solution has removed many of the<br />

issues that previously interfered with<br />

our core business activity. We will<br />

continue to incrementally improve the<br />

design as we get better at using the<br />

solution so that it evolves with our<br />

business requirements."<br />

More info: www.imanage.com<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

31


Dm RESEARCH: MALWARE<br />

Is that file safe to open?<br />

As new research from Barracuda shows the number of document-based malware<br />

attacks seeing an unprecedented rise, we take a closer look at the types of attack out<br />

there, and some approaches to help detect and block them<br />

Researchers at Barracuda Networks<br />

have uncovered what they describe<br />

as 'an alarming new rise' in the use<br />

of document-based malware. A recent<br />

email analysis revealed that 48% of all<br />

malicious files detected in the last 12<br />

months were document-based. In total<br />

more than 300,000 unique malicious<br />

documents were identified.<br />

Since the beginning of 2019, however,<br />

these types of document-based attacks<br />

appear to have been increasing in<br />

frequency - and dramatically. In the first<br />

quarter of the year, 59% of all malicious<br />

files detected were documents,<br />

compared to 41% the prior year.<br />

With document-based malware,<br />

cybercriminals use email to deliver a<br />

document containing malicious<br />

software, also known as malware.<br />

Typically, either the malware is hidden<br />

directly in the document itself or an<br />

embedded script downloads it from an<br />

external website. Common types of<br />

malware include viruses, trojans,<br />

spyware, worms and ransomware.<br />

A MODERN MALWARE<br />

FRAMEWORK<br />

After decades of relying on signaturebased<br />

methods, which could only be<br />

effective at stopping a malware strain<br />

once a signature was derived from it,<br />

security companies now think about<br />

malware detection by asking "What<br />

makes something malicious?" rather<br />

than "How do I detect things I know<br />

are malicious?"<br />

The focus is on attempting to detect<br />

indicators that a file might do harm<br />

before it is labelled as being harmful.<br />

A common model used to better<br />

understand attacks is known as the<br />

Cyber Kill Chain, a seven-phase model<br />

of the steps most attackers take to<br />

breach a system:<br />

Reconnaissance - target selection<br />

and research<br />

Weaponisation - crafting the<br />

attack on the target, often using<br />

malware and/or exploits<br />

32 @DMMagAndAwards May/June 2019 www.document-manager.com


RESEARCH: MALWARE Dm<br />

"AFTER DECADES OF RELYING ON SIGNATURE-BASED METHODS, WHICH COULD ONLY BE EFFECTIVE AT STOPPING<br />

A MALWARE STRAIN ONCE A SIGNATURE WAS DERIVED FROM IT, SECURITY COMPANIES NOW THINK ABOUT<br />

MALWARE DETECTION BY ASKING 'WHAT MAKES SOMETHING MALICIOUS?' RATHER THAN 'HOW DO I DETECT<br />

THINGS I KNOW ARE MALICIOUS?' THE FOCUS IS ON ATTEMPTING TO DETECT INDICATORS THAT A FILE MIGHT<br />

DO HARM BEFORE IT IS LABELLED AS BEING HARMFUL."<br />

Delivery - launching the attack<br />

Exploitation - using exploits<br />

delivered in the attack package<br />

Installation - creating persistence<br />

within the target's system<br />

Command and control - using the<br />

persistence from outside the<br />

network<br />

Actions on objective - achieving the<br />

objective that was the purpose of<br />

the attack, often exfiltration of data<br />

Most malware is sent as spam to<br />

widely-circulated email lists that are<br />

sold, traded, aggregated and revised as<br />

they move through the dark web.<br />

'Combo lists' like those used in the<br />

ongoing and widely reported sextortion<br />

scams are a good example of this sort<br />

of list aggregation and usage in action.<br />

Now that the attacker has a list of<br />

potential victims, the malware<br />

campaign (the delivery phase of the kill<br />

chain) can commence, using social<br />

engineering to get users to open an<br />

attached malicious document. Microsoft<br />

and Adobe file types are the most<br />

commonly used in document-based<br />

malware attacks, including Word, Excel,<br />

PowerPoint, Acrobat and PDF files.<br />

Once the document is opened, either<br />

the malware is automatically installed<br />

or a heavily obfuscated macro/script is<br />

used to download and install it from an<br />

external source. Occasionally, a link or<br />

other clickable item is used, but that<br />

approach is much more common in<br />

phishing attacks than malware attacks.<br />

The executable being downloaded and<br />

run when the malicious document is<br />

opened represents an installation phase<br />

in the kill chain.<br />

Archive files and script files are the<br />

other two most common attachmentbased<br />

distribution methods for malware.<br />

Attackers often play tricks with file<br />

extensions to try to confuse users and<br />

get them to open malicious documents.<br />

DETECTING/BLOCKING ATTACKS<br />

Modern malware attacks are complex<br />

and layered; the solutions designed to<br />

detect and block them are, too.<br />

Blacklists: With IP space becoming<br />

increasingly limited, spammers are<br />

increasingly using their own<br />

infrastructure. Often, the same IPs are<br />

used long enough for software to<br />

detect and blacklist them. Even with<br />

hacked sites and botnets, it's possible<br />

to temporarily block attacks by IP once<br />

a large enough volume of spam has<br />

been detected.<br />

Spam filters and phishing detection<br />

systems: While many malicious emails<br />

appear convincing, spam filters,<br />

phishing detection systems and related<br />

security software can pick up subtle<br />

clues and help block potentiallythreatening<br />

messages and attachments<br />

from reaching email inboxes.<br />

Malware Detection: For emails with<br />

malicious documents attached, both<br />

static and dynamic analysis can pick up<br />

on indicators that the document is<br />

trying to download and run an<br />

executable, which no document should<br />

ever be doing. The URL for the<br />

executable can often be flagged using<br />

heuristics or threat intelligence systems.<br />

Obfuscation detected by static analysis<br />

can also indicate whether a document<br />

may be suspicious.<br />

Advanced Firewall: If a user opens a<br />

malicious attachment or clicks a link to<br />

a drive-by download, an advanced<br />

network firewall capable of malware<br />

analysis provides a chance to stop the<br />

attack by flagging the executable as it<br />

tries to pass through.<br />

More info: www.barracuda.com<br />

www.document-manager.com<br />

May/June 2019<br />

@DMMagAndAwards<br />

33


Dm CASE STUDY: LIVERPOOL RECORD OFFICE<br />

City, slicker<br />

Liverpool Record Office is using Preservica's cloud-hosted active digital<br />

preservation software to make its archives accessible online while protecting<br />

over 800 years of the city's history<br />

The Liverpool Record Office, part of<br />

Liverpool City Council's Libraries and<br />

Information Services, has chosen<br />

Preservica's cloud-based active digital<br />

preservation software to create a new<br />

online archive and to digitally preserve<br />

culturally significant records dating back<br />

to the 13th century.<br />

The new cloud-based system will<br />

enable greater use of the archive's digital<br />

collections by academic researchers, the<br />

local council, community groups and the<br />

general public. Currently many requests<br />

to the archive are handled manually with<br />

material transferred and made available<br />

on CDs and memory sticks.<br />

The Record Office, based at Liverpool<br />

Central Library, will start with the ingest of<br />

its large photography collections,<br />

including thousands of digitised images<br />

from the City Engineers collection, dating<br />

from 1897 to 1995, which documents<br />

the work done by the department and is<br />

of local and national value.<br />

It is a detailed record of almost every<br />

aspect of the development of the city,<br />

which was, for much of the period in<br />

question, 'the second commercial city' in<br />

England. The archives also include the<br />

Letters Patent from King John, signed on<br />

28th August 1207, to mark the beginning<br />

of the city of Liverpool.<br />

Other highlights feature the large<br />

archive of the Merseyside Jewish<br />

Community that dates back to the 18th<br />

Century, and the Everton Football Club<br />

collection containing football shirts,<br />

programmes and correspondence from<br />

Liverpool's first football team.<br />

Much of the material requires<br />

digitising, including oral histories<br />

collections, which are stored on a<br />

combination of VHS, audio cassette and<br />

other obsolete mediums. Some of the<br />

analogue material has not been<br />

accessible for many years and so the<br />

Record Office will use Preservica to<br />

ensure the council's digitised (and borndigital)<br />

materials are not only useable by<br />

future generations, but also readily<br />

accessible online.<br />

In its search for a digital preservation<br />

system, the archives team used the UK<br />

government's G-cloud digital<br />

marketplace to learn about Preservica,<br />

and to do comparisons and streamline<br />

the procurement process.<br />

Preservica's active digital preservation<br />

software provided a complete and<br />

affordable cloud-based solution without<br />

the need for local IT resources.<br />

This included an out-of-the-box<br />

connector to the existing CALM<br />

catalogue and an easily customised<br />

online portal for controlled public access<br />

to digital collections and records.<br />

Liverpool City Council's Digital Archivist<br />

Carl Kenneally explained how the new<br />

system will increase the value of the<br />

archives: "Previously, public access to<br />

digital collections was limited but as the<br />

collections are uploaded to the cloud,<br />

Preservica will enable us to showcase<br />

and drive interest in them online to a<br />

much larger audience than ever before.<br />

This will help us to really demonstrate<br />

the value of the archive and the role it<br />

plays in highlighting the incredible<br />

cultural history of the City of Liverpool."<br />

Preservica CEO Mike Quinn added, "We<br />

welcome the Liverpool Record Office to<br />

the growing community of UK local<br />

authorities choosing Preservica to meet<br />

government mandates to safeguard and<br />

provide greater public access to digital<br />

records and collections.”<br />

Quinn concluded: “Using Preservica<br />

hosted in the cloud is a secure and costeffective<br />

solution for many local<br />

government institutions, and we look<br />

forward to working with the team at<br />

Liverpool City Council to protect and<br />

showcase the value of Liverpool's unique<br />

cultural and historic assets."<br />

More info: www.preservica.com<br />

34<br />

@DMMagAndAwards<br />

May/June 2019<br />

www.document-manager.com


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