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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 />
Winds of change:<br />
Sustainability initiatives for the real world<br />
Document strategies:<br />
How did your documents become intelligent?<br />
Digital transformation:<br />
"Must do better"<br />
Focus on capture:<br />
Adding AI, ML and cloud<br />
NEWS • PRODUCT FOCUS • USER PROFILE • INTERVIEWS<br />
ISSN 1351-3222 Vol 30 No 2 <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong>
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BPO/Outsourcing/Bureau Business of the Year 2021, 2020,<br />
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Compliance Product of the Year – FreeDocs Document<br />
Management 2020<br />
Records Management Product of the Year 2019<br />
London, Manchester, Birmingham, Newcastle and Hull.
Dm<br />
COMMENT<br />
Editor:<br />
Dave Tyler<br />
david.tyler@btc.co.uk<br />
Sub Editor:<br />
<strong>Mar</strong>k Lyward<br />
mark.lyward@btc.co.uk<br />
As this issue of Document Manager rolls<br />
Publishing Director:<br />
John Jageurs<br />
off the virtual presses, there is a<br />
john.jageurs@btc.co.uk<br />
Sales Manager:<br />
definite feel of Spring in the air, and<br />
Abby Penn<br />
the annual 'new beginnings' vibe that comes<br />
abby.penn@btc.co.uk<br />
Lead Designer<br />
with it. From my desk I can literally see lambs<br />
Ian Collis<br />
gambolling on a nearby hillside, and at the<br />
ian.collis@btc.co.uk<br />
Circulation/Subscriptions:<br />
weekend I saw my first bluebell of <strong>2022</strong>. The<br />
Christina Willis<br />
Easter weekend was filled from Land's End to<br />
christina.willis@btc.co.uk<br />
Managing Director:<br />
John O'Groats with the sound of lawnmowers<br />
John Jageurs<br />
getting their first workout in many months.<br />
john.jageurs@btc.co.uk<br />
What has all this got to do with document management? I<br />
Published by: Barrow &<br />
wonder if the way that nature itself seems to thrive on its own<br />
Thompkins Connexion Ltd<br />
35 Station Square,<br />
positivity and resilience at this time of year might rub off on us in<br />
Petts Wood<br />
our work lives - my press release inbox is starting to look fuller<br />
Kent BR5 1LZ<br />
Tel: 01689 616000<br />
again compared to the quiet winter months, and companies are<br />
Fax: 01689 826622<br />
announcing not just new products but new business wins as well,<br />
Subscriptions:<br />
after a long and occasionally worrying period of inactivity.<br />
UK: £35/year, £60/two years,<br />
£80/three years<br />
On the one hand the wider news is far from reassuring, but we<br />
Europe: £48/year, £85 two<br />
have seen in the past how difficult financial periods have often<br />
years, £127 three years.<br />
ROW:£62/year, £115/two<br />
encouraged more uptake of innovative technologies that can help<br />
years, £168/three years<br />
an organisation to literally do more with less. I suspect that the<br />
Published 6 times a year.<br />
Single copies can be bought<br />
hard economic times ahead in the UK may well have a similar effect<br />
for £8.50 (includes postage &<br />
here in the <strong>DM</strong>/ECM sector. Our fingers remain firmly crossed!<br />
packaging). No part of this<br />
magazine may be reproduced<br />
Continuing in the spirit of positivity and good things ahead, I'm<br />
without prior consent, in writing,<br />
from the publisher.<br />
delighted to say that we are now able to announce details of this<br />
©Copyright <strong>2022</strong> Barrow &<br />
year's <strong>DM</strong> Awards timeline:<br />
Thompkins<br />
21st June, nominations open<br />
Connexion Ltd<br />
31st August, nominations close<br />
6th September, finalists announced and voting opens<br />
4th November, voting closes<br />
17th November, <strong>DM</strong> Awards ceremony<br />
Articles published reflect the<br />
opinions of the authors and are<br />
not necessarily those of the<br />
publisher 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 />
As ever the majority of the award winners will be decided by the<br />
votes of the <strong>DM</strong> readership, apart from the Project of the Year<br />
categories which will be judged as usual by our panel of industry<br />
experts (and me!). You will be hearing a lot about the awards as we<br />
get closer to the big night itself, of course. For now, this is a great<br />
time to get in early for sponsorship opportunities - the <strong>DM</strong> Awards<br />
is the perfect way for anyone in the industry to increase their<br />
exposure right across the market. To get your organisation<br />
involved, contact Abby at the office now on 07861 682 066 or by<br />
email at abby.penn.btc@gmail.com.<br />
Dave Tyler<br />
Editor<br />
david.tyler@btc.co.uk<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
3
Dm CONTENTS<br />
C O N T E N T S<br />
MARCH/APRIL<br />
14<br />
16<br />
26<br />
28<br />
32<br />
.....................................................................................................................................................................................................<br />
STRATEGY: AI………..............................................................................………….6<br />
Artificial intelligence is a hot tech topic - and getting hotter every day, says Jason Field,<br />
Integration Director at Document Logistix<br />
REVIEW: FUJITSU FI-8000………....................................................................…….8<br />
MARKET ANALYSIS: CAPTURE…………........................................................…….10<br />
Capture vendors are increasingly augmenting their offerings with AI, ML and cloud<br />
capabilities, says new Infosource report<br />
APPLICATION FOCUS: HR…………...............................................................…….12<br />
If you are unsure whether your organisation should be scanning HR documents, Grace<br />
Schneider of Storetec has the answers<br />
CASE STUDY: SKIPTON BUILDING SOCIETY….................................................……14<br />
Skipton Building Society has adopted RPA technology to automate repetitive<br />
business processes, driving up efficiency and empowering employees to focus on<br />
value-added activities<br />
MANAGEMENT: SUSTAINABILITY……...........................................................……16<br />
<strong>Mar</strong>tin Fairman, Sales & <strong>Mar</strong>keting Director at Kyocera Document Solutions UK, describes<br />
how to make sustainability initiatives work in the real world<br />
STRATEGY: INTELLIGENT DOCUMENT PROCESSING……...............................……18<br />
How did document processing become intelligent, asks Bill Galusha of ABBYY - and what<br />
does it mean for your organisation now and in the future?<br />
STRATEGY: DIGITAL TRANSFORMATION……….............................................……20<br />
While digital transformation activity has reached peak levels in non-regulated industries, in<br />
strictly-controlled markets progress has been much slower, explains Max Kelleher of Generis<br />
MANAGEMENT: ELECTRONIC DOCUMENTS……………..........................……….22<br />
Companies today face a range of challenges as they navigate the complexities associated with<br />
secure digital transmission of their important documents, writes Scott Wilson of eFax<br />
CASE STUDY: BLACKPOOL TEACHING HOSPITALS……….................................…..24<br />
Blackpool Teaching Hospitals NHS Trust has implemented document management solutions<br />
to deliver digital records and enhance patient care, with over 50,000 paper files already<br />
scanned and available electronically to clinicians<br />
RESEARCH: DIGITAL TRANSFORMATION……..............................................……..26<br />
New research suggests that while companies are building better digital habits and systems,<br />
more still needs to be done<br />
OPINION: ARCHIVE DIGITISATION………........................................................…..28<br />
Kaycee Jaeger of e-ImageData looks at how innovative approaches like crowdsourcing,<br />
combined with technologies for capturing microfilm content, are revolutionising the way<br />
that important archives can be digitised for future generations<br />
MANAGEMENT: RECRUITMENT…….................................................................…30<br />
Antti Nivala, founder and CEO at M-Files Corporation, argues that digitisation can not only<br />
help businesses to prosper, but also alleviate the ongoing recruitment crisis<br />
CASE STUDY: EUROTECH……...........................................................................….32<br />
The barcode option on manufacturing firm EuroTech's Brother scanning solution has helped<br />
boost efficiency and accuracy, saving the company two working days every month<br />
EVENT: AIIM FORUM EUROPE <strong>2022</strong>………...................................................…….34<br />
Revolution Events and AIIM are looking forward to reconnecting the industry, following the<br />
pandemic postponements, at Europe's leading information management forum in London<br />
4 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
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Dm STRATEGY: AI<br />
The new best friends of people<br />
and business: digitisation and AI<br />
Artificial intelligence is a hot tech topic - and getting<br />
hotter every day, says Jason Field, Integration Director<br />
at Document Logistix<br />
In the world of digital document<br />
management AI and machine learning<br />
(ML) enable people and organisations to<br />
work faster, smarter and more accurately.<br />
Our software, Document Manager, has the<br />
capability through AI and ML to capture<br />
and analyse data from various sources, in<br />
any format, and route documents and<br />
data more accurately than ever before. A<br />
ML function means that the system can<br />
also be taught to achieve the highest levels<br />
of process efficiency.<br />
Digital document management coupled<br />
with AI generates 'soft' and 'hard' benefits.<br />
People experience greater job satisfaction<br />
when freed from monotonous, resourceheavy<br />
admin tasks to focus on higher value<br />
work, and organisations enjoy automated<br />
workflows with few or no errors, that are<br />
optimised for productivity and compliance.<br />
ACCELERATED DIGITAL<br />
TRANSFORMATION<br />
There's no doubt that the pandemic<br />
accelerated the pace of culture change in<br />
business. Organisations were forced to<br />
adapt and we saw HR teams urgently<br />
called upon to support employers, senior<br />
managers and staff.<br />
According to a McKinsey Global Survey,<br />
companies accelerated the digitisation of<br />
their customer and supply-chain<br />
interactions and of their internal<br />
operations by three to four years. At<br />
Document Logistix, we worked faster than<br />
ever to enhance the digital processes of<br />
customers and to implement digital<br />
document management from scratch for<br />
new customers. Organisations that had<br />
been contemplating digital transformation<br />
over the last few years, pressed the 'go'<br />
button. Beyond the measurable<br />
commercial benefits of increased<br />
productivity and cost reduction,<br />
companies sought business resilience and<br />
a new agility to facilitate remote and<br />
flexible working.<br />
NEW POST-COVID EXPECTATIONS<br />
During lockdowns we completed complex<br />
digitisation projects in approximately a<br />
quarter of the time. A typical time<br />
expected for projects involving heavy data<br />
migration (over 1 million documents)<br />
would be 3-4 months, which we were able<br />
to reduce to less than 1 month. In short<br />
order, we put in place processes that<br />
enable managers to view entire workflows<br />
and make it possible for staff to<br />
collaborate on projects and tasks,<br />
regardless of location.<br />
Projects that historically would have taken<br />
2 years were completed in 6 months,<br />
notwithstanding that they involved the<br />
migration of 40 million customer records,<br />
or had to accommodate operational<br />
variations across multiple departments.<br />
BEST PRACTICE ACROSS DIGITAL<br />
WORKFLOWS<br />
Another key benefit of digital workflows is<br />
that organisations can embed policies and<br />
best practice to ensure that data and<br />
documents are routed securely within and<br />
across all departments, from back office<br />
finance and HR, to front office<br />
procurement and customer service. Digital<br />
workflows enable tracking of who has<br />
read a policy, and reporting on who hasn't.<br />
We saw many HR departments in<br />
particular transform their workflow<br />
practices. In recent years, HR teams have<br />
faced the challenge of managing data<br />
across an increasing number of document<br />
types, each with its own prescribed date<br />
for retention and deletion. Manual<br />
processes previously drained resources<br />
and, following GDPR, introduced risks of<br />
data breaches. Digital workflows enable<br />
the tracking of increasing number of<br />
document types - do all employee folders<br />
contain all the documents (e.g. Right to<br />
Work documentation) they should?<br />
CENTRALISED STORAGE &<br />
AUTOMATED DATA RETENTION<br />
Our centralised data management hub<br />
automatically retains and purges data<br />
according to its type such as contracts,<br />
Right to Work documents, Health and<br />
Safety logs, holiday entitlement, and<br />
payment and pension information. As<br />
with any data in our system, automated<br />
alerts are sent when a threshold is<br />
reached so no task is overlooked, be it a<br />
payment, scheduled maintenance, or an<br />
essential order.<br />
In addition, to reinforce GDPR<br />
compliance, redaction (data masking) and<br />
encryption ensure that no one's data<br />
privacy is breached accidentally.<br />
Centralised data management also<br />
facilitates reporting on documentation and<br />
data gaps.<br />
6 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
STRATEGY: AI Dm<br />
"DURING LOCKDOWNS WE COMPLETED COMPLEX DIGITISATION PROJECTS IN<br />
APPROXIMATELY A QUARTER OF THE TIME. A TYPICAL TIME EXPECTED FOR PROJECTS<br />
INVOLVING HEAVY DATA MIGRATION (OVER 1 MILLION DOCUMENTS) WOULD BE 3-<br />
4 MONTHS, WHICH WE WERE ABLE TO REDUCE TO LESS THAN 1 MONTH. IN SHORT<br />
ORDER, WE PUT IN PLACE PROCESSES THAT ENABLE MANAGERS TO VIEW ENTIRE<br />
WORKFLOWS AND MAKE IT POSSIBLE FOR STAFF TO COLLABORATE ON PROJECTS<br />
AND TASKS, REGARDLESS OF LOCATION."<br />
AI DOES THE HEAVY LIFTING<br />
A digital mailroom speeds up the process<br />
of indexing and assigning documents to<br />
the correct location, whether that be a<br />
folder, a department, a job function, a<br />
person or global dissemination.<br />
Documents can arrive in the virtual<br />
mailroom in any electronic format: email,<br />
PDF, Word, Excel, HTML, image or video.<br />
Or the provenance of a document could<br />
be paper, in which case it can be scanned<br />
individually or as part of a rapid batchscan<br />
directly to the mailroom, and<br />
subsequently routed and distributed<br />
according to the document's type, or any<br />
other classification.<br />
Our Document Manager product<br />
automatically categorises documents<br />
based on their profile and characteristics,<br />
and assigns them accurately to the next<br />
stage in the workflow.<br />
A document can be classified based on<br />
its content or layout and the respective<br />
metadata captured such as customer ID,<br />
invoice number, name, date or car<br />
registration. Invoices, complaints,<br />
insurance records, vehicle fleet<br />
documents, proofs of delivery - all appear<br />
instantly at their next pre-defined<br />
destination for storage or processing.<br />
TRAIN YOUR DOCUMENTS TO<br />
BEHAVE<br />
Additional machine learning capabilities<br />
employing AI enable Document Manager<br />
users to make incremental improvements<br />
to the document management system<br />
and, by extension, their business<br />
operations. Users can train the system to<br />
look for specific document types, or to<br />
identify content traits such as logos, to<br />
ensure that documents are distributed<br />
and assigned accurately. Operators require<br />
no technical knowledge, and they can<br />
progressively train the system to eliminate<br />
ambiguities and achieve the highest levels<br />
of recognition and assignment accuracy.<br />
NO TECH ASSISTANCE NEEDED<br />
Traditional capture systems typically<br />
require technical consultants to set-up<br />
multiple rules and code routines to<br />
capture data from documents. Document<br />
Manager is different; its functions make<br />
the user's life easier by bringing together<br />
Computer Vision, ML, Natural Language<br />
Processing and AI approaches into one<br />
process. Users train the system through a<br />
simple web-based interface about what<br />
types of document are received and what<br />
data is required from them.<br />
In the background, the system builds<br />
capture models based on user samples,<br />
which are then applied to incoming<br />
documents for automated classification<br />
and data capture. The documents can<br />
then either be verified and/or stored or<br />
matched to your workflow processes.<br />
AMALGAMATING CULTURE AND<br />
TECHNOLOGY<br />
The pandemic brought people issues to<br />
the fore and discussions around wellbeing<br />
and culture have become as important as<br />
discussions about company finances. One<br />
of our customers described their new<br />
digital capabilities as "a godsend" that<br />
enables teams around the country to<br />
work cohesively.<br />
Since Covid restrictions have been lifted,<br />
many customers have adopted hybrid<br />
work practices based on the evidence of<br />
improved staff morale and productivity,<br />
which is facilitated by management's<br />
dashboard view of critical operations.<br />
RESILIENCE, INTEGRATION AND<br />
REAL-TIME INTELLIGENCE<br />
If there's one lesson that we have learned<br />
from two turbulent years, it's that change<br />
happens fast. An innovative business that<br />
embraces digital processes is more<br />
resilient and better prepared for change.<br />
Document Logistix plays its part by<br />
providing advanced solutions and<br />
resources to help you focus on what<br />
matters. That includes helping you to<br />
invest in the necessary tools to be secure,<br />
connected and optimally efficient by<br />
introducing AI to your organisation's<br />
infrastructure.<br />
One of the most reassuring aspects of a<br />
digital workflow is the real-time<br />
availability of business-critical reports,<br />
such as task completion, procurement,<br />
production, queries and complaints, cash<br />
flow, user activity and audit trails.<br />
Introducing AI speeds up business<br />
intelligence as it can detect patterns in<br />
very large data sets much faster than<br />
people can, which supports every aspect<br />
of business, from informed hiring to<br />
sales analysis.<br />
More info: www.document-logistix.com<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
7
Dm PRODUCT FOCUS<br />
Fujitsu fi-8000 Series<br />
Most of our readers will be very<br />
familiar with Fujitsu's fi-7160<br />
scanner: released almost ten<br />
years ago, this reliable high quality scanner<br />
quickly came to dominate its market and<br />
has continued to do so ever since, to the<br />
point where the fi-7100 Series range has<br />
actually sold as many as all of its<br />
competitors combined. As such these<br />
scanners have long been recognised as the<br />
go-to device for any high throughput<br />
dedicated scanning environment.<br />
Now, after almost a decade of leading<br />
the race, PFU has announced the next<br />
evolutionary step in scanning with the six<br />
models in its new fi-8000 Series. Let's<br />
begin by breaking down the various<br />
models and specifications:<br />
The fi-8150 can scan up to 50 pages<br />
per minute (100 images per minute)<br />
and is rated for use of up to 8,000<br />
sheets per day. The fi-8250 adds a<br />
flatbed to this device.<br />
The fi-8170 can scan up to 70 pages<br />
per minute (140 images per minute)<br />
and is rated for use of up to 10,000<br />
sheets per day. The fi-8270 adds a<br />
flatbed.<br />
The fi-8190 can scan up to 90 pages<br />
per minute (180 images per minute)<br />
and is rated for use of up to 13,000<br />
sheets per day. The fi-8290 adds a<br />
flatbed.<br />
The first four scanners then are aimed<br />
more at workgroup environments while<br />
the fi-8190/8290 are more in line with<br />
departmental requirements. All the<br />
models have a 100 page ADF so can<br />
handle more documents at once than the<br />
scanners they replace.<br />
One innovation sure to catch the users'<br />
eye is Clear Image Capture, a new optical<br />
technology from PFU that they claim<br />
delivers the highest possible image quality<br />
and clarity - surpassing that of the more<br />
established CCD technology but with<br />
significantly lower power consumption,<br />
which is an increasing concern for any<br />
businesses looking at energy use and<br />
sustainability. Obviously the better the<br />
image capture, the more reliable the<br />
recognition accuracy.<br />
Clear Image Capture has been designed<br />
inhouse at PFU to enhance resolution,<br />
reduce line distortion and prevent colour<br />
shift (the flatbed variants continue to use<br />
CCD as it offers better depth of field when<br />
scanning bound documents that don't sit<br />
flat on the glass bed).<br />
Indeed, PFU has registered over 30 new<br />
patents related to the new devices,<br />
including Patented Image Monitoring, a<br />
capability that can identify documents that<br />
are overly skewed and interrupt the scan<br />
before damage is caused, iSOP (Intelligent<br />
8 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
PRODUCT FOCUS Dm<br />
KEY INFORMATION FOR THE CHANNEL:<br />
For more information on the Fujitsu fi-8000 Series, channel partners can watch<br />
the launch video and access a wealth of content including videos, imagery and a<br />
sales deck through the PFU partner portal: https://partner.imaging-channelprogram.com/prm/English/s/assets?collectionId=36129.<br />
This enablement portal contains further assets and material to help understand<br />
and position the scan opportunity, and additionally allows partners to register<br />
scanner sales on Fujitsu's Imaging Rewards platform to earn points that can be<br />
exchanged for a range of goods and experiences.<br />
Sonic Paper Protection, not available on<br />
the fi-8150/8250) which picks up and<br />
notifies the user of any abnormal sounds<br />
from the feed mechanism, and what the<br />
company describes as 'Overscan Control',<br />
which means that the entire document is<br />
always scanned every time, making it far<br />
less likely that any data at all is missed<br />
during the capture process. It does this by<br />
automatically adjusting the scanning area<br />
if it detects any slight skew, so as not to<br />
miss the edge.<br />
In addition, the colour correction on the<br />
fi-8000 Series is described as 'the most<br />
detailed available', which when combined<br />
with Fujitsu's PaperStream image<br />
processing software will mean precise true<br />
images every time.<br />
Even the rollers have been enhanced,<br />
being made from a urethane substance<br />
that it is claimed will mean better feed<br />
performance over time - the EP<strong>DM</strong> rollers<br />
used in most other manufacturers'<br />
scanners will react over time with the oils<br />
found in paper sheets, which PFU say will<br />
not be a problem with their new roller.<br />
The combination of feed technologies<br />
and new rollers mean that the fi-8000<br />
scanners can process 'awkward' documents<br />
such as passports, booklets (up to 7mm<br />
thick) and cards without needing to use a<br />
flatbed.<br />
Fujitsu's patented Automatic Separation<br />
Control technology delivers 'the perfect<br />
feed' so organisations can scan 'at scale' -<br />
i.e. larger volumes and/or mixed batches of<br />
documents - with confidence. It does this<br />
by sensing the document weight and then<br />
automatically adjusting feed force to<br />
eliminate mis-feeds or mid-scan<br />
interruptions - guaranteeing consistent<br />
feed stability no matter what the<br />
document. It is this technology that<br />
supports the 100 sheet ADF capacity and<br />
higher speeds for more efficient, highthroughput<br />
scanning. The new devices<br />
even offer 'Lag Detection' which checks<br />
that documents are feeding through the<br />
device at the expected speed.<br />
Overall the fi-8000 scanners appear to<br />
deliver on everything they promise, and<br />
that is a lot: the ability to scan at scale,<br />
with superior image quality and<br />
continuous uninterrupted operation, all<br />
while reducing power consumption.<br />
PFU themselves have described the new<br />
devices as 'the next evolution of the<br />
market's leading image scanners', and it's<br />
hard to argue with that. Designed to<br />
address today's capture challenges and<br />
drive - sustainable - business impact, the<br />
fi-8000 Series scanners represent a<br />
genuine evolution in scanner design and<br />
manufacture.<br />
More info: www.fujitsu.com/uk/fi8000<br />
VERDICT<br />
The fi-8000 Series launch is the biggest thing to come out of PFU in quite some time - the company has invested a<br />
great deal in what is likely to be its flagship range for many years to come, and it is very clear that they have taken<br />
everything that made the fi-7000 Series the market leader for so long, and improved on it in almost every respect.<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
9
Dm MARKET ANALYSIS: CAPTURE<br />
Capture market sees increasing diversification<br />
and new entrants<br />
Capture vendors are increasingly augmenting their offerings with AI, ML and cloud<br />
capabilities, says new Infosource report<br />
"IN RECENT YEARS, WE'VE SEEN A<br />
REMARKABLE DIVERSIFICATION OF THE<br />
VENDORS COMPETING IN THE CAPTURE<br />
MARKET. THE MAIN CATALYST HAS<br />
BEEN THE WIDESPREAD AVAILABILITY<br />
OF MACHINE LEARNING AND AI<br />
ALGORITHMS THAT ARE INCREASINGLY<br />
BEING APPLIED TO CAPTURE. ABOUT<br />
HALF THE VENDORS INCLUDED IN THIS<br />
YEAR'S MATRIX WERE NOT RANKED IN<br />
OUR MATRIX JUST THREE YEARS AGO."<br />
Infosource Software, the analyst firm<br />
specialising in tracking the Capture<br />
and Intelligent Document Processing<br />
software market, recently released its<br />
<strong>2022</strong> Global Capture Vendor Matrix. The<br />
matrix ranks 20 of the top vendors in the<br />
market. Capture Software is used to turn<br />
unstructured business information into<br />
actionable data for business<br />
transactions. In 2021, Infosource sized<br />
the Capture Software market as worth<br />
more than US$5B.<br />
Infosource's matrix ranks a broad range<br />
of Capture vendors. "In recent years,<br />
we've seen a remarkable diversification of<br />
the vendors competing in the Capture<br />
market," noted Ralph Gammon, Senior<br />
Analyst for Infosource Software and<br />
author of the Global Capture Vendor<br />
Matrix Report. "The main catalyst has<br />
been the widespread availability of<br />
machine learning and AI algorithms that<br />
are increasingly being applied to Capture.<br />
About half the vendors included in this<br />
year's matrix were not ranked in our<br />
matrix just three years ago."<br />
Vendors are ranked on a combination of<br />
Strategy and Capabilities and Sales and<br />
<strong>Mar</strong>keting Execution. Strategy and<br />
Capabilities factors considered included<br />
company vision, ability to handle omnichannel<br />
inputs, cloud architecture,<br />
completeness of intelligent Capture<br />
offerings, low-code/no-code capabilities,<br />
and workflow automation (including RPA<br />
and BPM strategy). These are all<br />
characteristics of how Infosource defines<br />
next-generation Capture solutions.<br />
Related to <strong>Mar</strong>ket Execution, Infosource<br />
analysts considered the vendor's<br />
customer base, partnerships, ability to<br />
deliver solutions that address market<br />
requirements, ease of solution<br />
implementation, and demand generation<br />
capabilities.<br />
Three 'Stars' emerged as market leaders,<br />
along with a number of 'Disruptors' who<br />
exhibited strong strategy and product<br />
capabilities but need to optimise their<br />
sales and marketing execution to<br />
become Stars.<br />
"We've seen a number of start-ups enter<br />
the market, as well as ISVs from adjacent<br />
markets like RPA and BPM," commented<br />
Gammon. "In addition, leading<br />
established Capture vendors have<br />
augmented their technology with more<br />
AI, machine learning and cloud-based<br />
capabilities. This has all combined to<br />
create a dynamic market with established<br />
Stars being pressured by potential<br />
Disruptors and established Competitors<br />
looking to become Stars. Explorers with<br />
strong vision are also looking to advance<br />
their businesses."<br />
Vendors included in the <strong>2022</strong><br />
Infosource Global Capture Matrix were<br />
ABBYY, Aluma, Appian, Automation<br />
Anywhere, Ephesoft, Hypatos,<br />
Hyperscience, Hyland, IBM, inovoo,<br />
Insiders, I.R.I.S., ISIS Papyrus,<br />
KnowledgeLake, Kofax, OpenText,<br />
Rossum, TCG Process, UST, and xSuite.<br />
More info: www.info-source.com.<br />
10 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
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Dm APPLICATION FOCUS: HR<br />
A joined up approach to<br />
Human Resources scanning<br />
If you are unsure whether your organisation should be<br />
scanning HR documents, Grace Schneider of Storetec<br />
has the answers<br />
Many Human Resources<br />
departments have seen a shift in<br />
the way they need to work in the<br />
past two years. The possibilities of<br />
hybrid/remote working or the need to<br />
work in an agile environment, many of<br />
which include hot-desking, have seen a<br />
change in mindset towards digital<br />
working. The traditional employee record<br />
saw ever-increasing amounts of paperwork<br />
stored in endless filing cabinets, all<br />
meticulously guarded by the HR team.<br />
Now we are seeing many HR teams still<br />
working with the old paper records as well<br />
as the electronic files they have<br />
accumulated since <strong>Mar</strong>ch 2020. A joinedup<br />
approach is needed.<br />
In a digital, post-pandemic era, you may<br />
find yourself contemplating, "What would<br />
be the benefits of having all our records<br />
available electronically?" We thought it<br />
would be helpful to remind you why a<br />
digital approach not only makes<br />
operational sense but will increase the<br />
efficiency of the whole department.<br />
EFFICIENT RETRIEVALS<br />
Your current physical filing system can be<br />
replicated electronically to ensure your<br />
documents are exactly where they always<br />
were, only digitally. Did you know it can<br />
take up to 3 minutes to search for a paper<br />
document in a filing cabinet? Turn this into<br />
just five seconds with a Document<br />
Management System (<strong>DM</strong>S). A modern<br />
<strong>DM</strong>S like FreeDocs has intuitive search<br />
capabilities allowing you to search for the<br />
information you need quickly andfficiently.<br />
12<br />
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www.document-manager.com
APPLICATION FOCUS: HR Dm<br />
"HR STAFF HANDLE SENSITIVE INFORMATION ON A DAY-TO-DAY BASIS. FOR AS LONG AS DOCUMENTS EXIST IN<br />
HARD COPY FORMAT ALONE, THEY WILL ALWAYS BE AT RISK OF LOSS, THEFT, OR DAMAGE. THIS SIGNIFICANTLY<br />
INCREASES THE RISK OF NOT BEING ABLE TO FIND THAT CRITICAL DOCUMENT AT THE MOMENT YOU NEED IT. BY<br />
DIGITISING THE FILES THE SINGLE POINT OF FAILURE IS REMOVED AS DOCUMENTS CAN BE SECURELY STORED<br />
AND BACKED UP. THIS ENSURES THEY ARE NEVER AT RISK OF PERMANENT LOSS, WHILST ALSO FACILITATING<br />
FAST AND SAFE ACCESS THAT IS NOT LIMITED BY LOCATION."<br />
Your filing structure can remain the<br />
same or be simplified, as when working<br />
electronically rules can be put in place for<br />
document types to ensure that everyone<br />
in the HR team is working the same way.<br />
Your service provider should be able to<br />
apply naming conventions to index your<br />
documents and categorise the different<br />
document types such as Pre-Employment,<br />
Contract and Training etc.<br />
For your former paper records, Optical<br />
Character Recognition (OCR) technology<br />
can be applied to make the scanned<br />
documents searchable. This means every<br />
printed word, number or reference within<br />
the PDF file will be fully searchable, which<br />
in turn should reduce the need for<br />
complex structuring of the employee file.<br />
On top of this, review and retention dates<br />
can be added at a document level - which<br />
is particularly useful when working with<br />
leaver files or documents which can be<br />
removed in line with GDPR.<br />
REMOTE WORKING<br />
With many HR teams embracing hybrid,<br />
office and/or home working, access to<br />
information is essential to allowing the<br />
team to function efficiently no matter<br />
where they are working. With a cloud<br />
based <strong>DM</strong>S information is always<br />
available when it's needed. This approach<br />
can also see the HR team members<br />
working collaboratively with the same<br />
documents from the same file no matter<br />
where they happen to be located.<br />
INCREASED OFFICE SPACE<br />
Office space is always at a premium with<br />
every modern business. Having digital<br />
access to your information frees up this<br />
valuable resource and makes your<br />
organisation more agile. With the<br />
increase in hybrid working and hotdesking<br />
there may be an opportunity to<br />
downsize your office space. With a<br />
renewed focus on the working<br />
environment and staff wellness, more<br />
space in the office would mean the repurposing<br />
of an area used for filing into a<br />
breakout or creative space for employees<br />
to collaborate.<br />
ENHANCED SECURITY<br />
Human Resources staff handle sensitive<br />
information on a day-to-day basis. For as<br />
long as documents exist in hard copy<br />
format alone, they will always be at risk<br />
of loss, theft, or damage. This<br />
significantly increases the risk of not<br />
being able to find that critical document<br />
at the moment you need it.<br />
By digitising the files the single point of<br />
failure is removed as documents can be<br />
securely stored and backed up. This<br />
ensures they are never at risk of<br />
permanent loss, whilst also facilitating<br />
fast and safe access that is not limited by<br />
location. Furthermore, with an inventory<br />
of all records you can easily manage<br />
retention policies and ensure your<br />
business is GDPR compliant.<br />
RETENTION POLICIES<br />
Retention policies are not easy to<br />
implement with physical paper files to<br />
ensure that GDPR is adhered to. Finding<br />
information within a digital HR record is<br />
made easy when applying document<br />
types with fixed retention periods. This<br />
can also be automated. Working digitally<br />
will save the HR team a considerable<br />
amount of time whilst making GDPR<br />
compliance far easier.<br />
WHAT DO CUSTOMERS SAY?<br />
"At first, there was reticence from within<br />
the HR team due to security concerns, but<br />
this was quickly overcome when we<br />
realised how much more secure our<br />
documents can be," said one Storetec<br />
client recently. The client, a worldwide<br />
manufacturing company, had an initial<br />
scanning project in mind and has since<br />
expanded the digitisation project<br />
throughout the business: "Boxes were<br />
stacked on top of each other, and they<br />
were way too heavy to move; it was<br />
definitely a fire hazard and a health and<br />
safety risk. It took an age to find the<br />
information we needed but now our<br />
documents are available in seconds. We<br />
are working 2 days in and 3 days out of<br />
the office at the moment which is great<br />
now we have access to our files."<br />
EVERY DOCUMENT - IN SECONDS<br />
Digital copies of your Human Resource<br />
documents can be uploaded into a<br />
document management system like<br />
FreeDocs for 24/7 access from any<br />
location in the world. Search the entire<br />
database via pre-defined data fields, or via<br />
a content search utilising OCR technology<br />
to promptly and efficiently locate the<br />
document required.<br />
Support your paperless journey by<br />
becoming born-digital, with FreeDocs'<br />
new MS Office Uploader feature. You can<br />
easily upload any MS Office document or<br />
email into your database without having<br />
to print and scan it in.<br />
Already have a HR system? Storetec can<br />
collect, scan, and feed your existing<br />
system with scanned images. You don't<br />
need to lift a finger; we'll even shred the<br />
paper documents after they have been<br />
digitised If you have a HR scanning<br />
project in mind, or would just like to<br />
explore the options, get in touch with us<br />
at Storetec.<br />
More info: www.storetec.net<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
13
Dm CASE STUDY: SKIPTON BUILDING SOCIETY<br />
Boosting business volumes<br />
Skipton Building Society has adopted RPA technology<br />
to automate repetitive business processes, driving up<br />
efficiency and empowering employees to focus on<br />
value-added activities<br />
Skipton Building Society has been<br />
helping people in the UK find a good<br />
place for their money since 1853.<br />
Today, the organisation empowers over<br />
one million customers to save for the<br />
future and secure their own homes.<br />
Business growth is a key goal: over the<br />
next five years, the company aims to<br />
increase its market share significantly,<br />
particularly in the areas of mortgages,<br />
savings and financial advice.<br />
Daryl Foster, Leader of Process<br />
Improvement, Support & Automation at<br />
Skipton Building Society, explains, "To make<br />
our bold business growth strategy a reality,<br />
we realised that we'd need to significantly<br />
increase our capacity to onboard and<br />
manage customers. In the past, most of<br />
our workflows depended on manual<br />
processes, which meant that any increase<br />
in volumes would demand<br />
a corresponding<br />
increase in<br />
headcount."<br />
With<br />
floorspace already at a premium at Skipton<br />
Building Society's head office, the<br />
organisation was keen to find another way<br />
to reach its growth goal.<br />
"To support today the levels of mortgage<br />
lending we're aiming for in five years' time,<br />
we'd need an extra 30 underwriters and<br />
perhaps even more mortgage advisors,"<br />
Foster continues. "To keep our operational<br />
costs under tight control, we aimed to<br />
drive our growth while keeping our<br />
headcount flat. We knew that reducing<br />
manual work would be crucial to achieve<br />
that goal - and we started to explore<br />
opportunities to augment our standard<br />
approaches to change management with<br />
business process automation."<br />
Skipton Building Society decided to carry<br />
out an intensive evaluation of automation<br />
tools to determine the potential business<br />
benefits. After considering a number of<br />
different vendors, the organisation decided<br />
to run its proof-of-concept (POC) exercise<br />
using the Kofax robotic process<br />
automation platform: Kofax RPA.<br />
DEMONSTRABLE ROI<br />
"One of the first things we wanted to<br />
validate was that Kofax RPA was<br />
compatible with our business systems,<br />
which are based on the JADE Platform,"<br />
explains Daryl Foster. "We also wanted to<br />
demonstrate clearly to the business that<br />
14<br />
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<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
www.document-manager.com
CASE STUDY: SKIPTON BUILDING SOCIETY Dm<br />
automation could deliver the kind of<br />
return on investment we were targeting."<br />
As a first step, Skipton Building Society<br />
worked side-by-side with an expert<br />
developer from Kofax to deploy Kofax<br />
RPA in a test environment, and start<br />
building a software robot to support its<br />
mortgage team.<br />
"One of the first stages of the mortgage<br />
process is an assessment of the property<br />
to determine that the agreed price<br />
corresponds to its expected market value,"<br />
explains Daryl Foster. "If we can, we<br />
perform valuations electronically using<br />
data from Rightmove, the UK's largest<br />
online real estate portal and property<br />
website. Although an electronic valuation<br />
is always more cost-effective than<br />
arranging a real-world survey of the<br />
property, it still took our mortgage team<br />
around five minutes to complete the<br />
process. We perform around 20,000<br />
electronic valuations per year, which<br />
consumed hundreds of person-hours of<br />
time - so there was a significant<br />
opportunity for improvement."<br />
With support from Kofax, Skipton<br />
Building Society designed a robot to drive<br />
the electronic valuation process from endto-end,<br />
in just three days as part of the<br />
proof-of-concept exercise. Recreating the<br />
steps that human workers would take<br />
when processing an electronic valuation<br />
through the Rightmove portal, the robot<br />
automatically searches for the property on<br />
the mortgage application, retrieves the<br />
estimated value from the website, and<br />
logs the data in Skipton Building Society's<br />
business systems. If the agreed price is<br />
significantly higher or lower than the<br />
estimated value, the robot either forwards<br />
the case for a standard, in-person<br />
valuation or to a human employee for<br />
further analysis.<br />
"Based on the success of the POC, the<br />
business approved a company-wide rollout<br />
of software robots," continues Daryl<br />
Foster. "After a formal vendor evaluation<br />
process, we selected Kofax RPA as our<br />
production solution for business process<br />
automation. As well as delivering on all<br />
our technical requirements, we felt that<br />
the Kofax solution offered the greatest<br />
range of functionality at the most<br />
competitive price point.<br />
"We had already been using Kofax<br />
Transformation to drive our document<br />
processing workflows for a number of<br />
years. The ability to integrate the Kofax<br />
RPA solution with our existing Kofax<br />
Transformation deployment gave us the<br />
confidence that we could drive significant<br />
savings in our document processing<br />
flows-particularly around the automatic<br />
categorisation of documents and forms.<br />
Working with Kofax on the deployment<br />
was a great experience. Kofax sent us an<br />
expert to upskill our lead developer, which<br />
help her hit the ground running with<br />
Kofax RPA."<br />
INCREASED CAPACITY, ADDED VALUE<br />
Today, Skipton Building Society is<br />
harnessing software robots to augment<br />
the capabilities of its human workforce -<br />
reducing the need for time-consuming<br />
manual work and increasing its capacity<br />
to take on new business.<br />
Daryl Foster comments: "Kofax RPA has<br />
already had a big impact on the 80<br />
members of our mortgage team. Today,<br />
our house valuation robot is achieving an<br />
89 percent straight-through processing<br />
rate, which translates to a time-saving of<br />
around 1,300 hours per year for the team.<br />
As well as increasing the team's capacity,<br />
the robot is allowing our underwriters to<br />
focus on more engaging activities that<br />
demand the human touch. In fact,<br />
members of the mortgage team are now<br />
spending more time on value-added<br />
activities such as responding to solicitors'<br />
questions, which contributes to a more<br />
motivated workforce at Skipton Building<br />
Society and a smoother mortgage<br />
application process for our customers."<br />
By adopting a creative approach to<br />
change management, Skipton Building<br />
Society has succeeded in engaging<br />
employees with the goals of the<br />
automation project.<br />
"One of the biggest risks with a robotics<br />
project is cultural, as many people are<br />
initially afraid that robots will eventually<br />
replace them," explains Foster. "From day<br />
one, we were working closely with the<br />
business to help them understand that<br />
robots were designed to take away the<br />
repetitive and menial aspects of their<br />
work-leaving them free to focus on the<br />
activities that most inspired them. As well<br />
as running frequent workshops and<br />
meetings with our team-members, we<br />
gave the business the chance to name<br />
their robots. The mortgage team named<br />
theirs 'Alfred' for Batman's faithful butler.<br />
We even share performance reviews for<br />
Alfred as if he were a real employee,<br />
which was also a fun and effective way to<br />
communicate the benefits of automation<br />
to the wider business."<br />
The organisation has since deployed<br />
robots to assist human workers in other<br />
areas of the business. In the treasury and<br />
settlements team, a robot now creates<br />
and delivers a margin report to one of<br />
Skipton Building Society's key financial<br />
services partners, reducing a 10-minute<br />
daily task down to 3.5 seconds.<br />
"We have around 20 processes that are<br />
currently candidates for automation,<br />
which could deliver around 11,000<br />
person-hours of time-savings within the<br />
next 12 months," says Daryl Foster. "One of<br />
these opportunities involves using the<br />
Kofax Cognitive Document Automation<br />
solution in Kofax RPA to automate the<br />
processing of savings instructions for our<br />
fixed-rate bond products. We receive<br />
around 30,000 forms from customers<br />
each year confirming what we should do<br />
with their savings when their bonds<br />
mature, and with our Kofax solutions<br />
we're confident that we can eliminate the<br />
need for manual work on the vast<br />
majority of those instructions."<br />
As Skipton Building Society moves into<br />
the next phase of its automation journey,<br />
the company is on track to gain the<br />
efficiency improvements it needs to<br />
achieve its bold growth goals.<br />
"If we can save another 11,000 hours of<br />
our people's time, that's the equivalent of<br />
around seven additional full-time<br />
equivalents," concludes Daryl Foster. "Our<br />
journey with automation is just<br />
beginning - but by augmenting our<br />
human workforce with software robots<br />
from Kofax, we're in a strong position to<br />
grow our business while keeping our<br />
costs lean."<br />
More info: www.kofax.com<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
15
Dm MANAGEMENT: SUSTAINABILITY<br />
Sustainability: the next steps<br />
<strong>Mar</strong>tin Fairman, Sales & <strong>Mar</strong>keting Director at Kyocera<br />
Document Solutions UK, describes how to make<br />
sustainability initiatives work in the real world<br />
Sustainability has been on the<br />
agenda of many a business leader<br />
in recent years and continues to<br />
occupy a prominent place in the news<br />
schedule. While the will to make<br />
positive change is a good first step, it's<br />
important to work out how to make<br />
these green ambitions a reality. Below<br />
are some areas companies can explore<br />
to ensure lasting change.<br />
TIME TO GO FURTHER<br />
Carbon offsetting has become a<br />
straightforward, viable and economical<br />
way of reducing an organisation's<br />
environmental impact. By embracing<br />
offsetting projects such as creating<br />
new green spaces or developing<br />
renewable energy facilities around the<br />
world, our carbon footprint can be<br />
significantly reduced.<br />
However, organisations should be<br />
taking a step further and moving<br />
towards becoming carbon-negative.<br />
This means combining offsetting<br />
initiatives with additional efforts to<br />
become even more sustainable across<br />
every aspect of your business.<br />
The ultimate aim is to reach a<br />
position where your organisation<br />
removes more carbon from the<br />
atmosphere than it emits. It's an<br />
aspirational goal and one that we're<br />
still a long way away from achieving,<br />
but there are several ways that we can<br />
make it possible.<br />
DIGITISE AND AUTOMATE<br />
A good first initiative for any business<br />
aiming to become carbon-negative is<br />
to conduct a thorough examination of<br />
the company's business practices and<br />
establish where energy usage and<br />
waste can be reduced. This includes<br />
areas such as energy-efficient lighting,<br />
heating in office spaces, electrical<br />
appliances and a commitment to<br />
products such as sustainable printer<br />
inks, devices made from recyclable<br />
materials and a switch to paperless<br />
processes.<br />
While the above measures are<br />
imperative, it's also important to<br />
consider more subtle changes such as<br />
increased digitisation and automation<br />
of key internal processes. For example,<br />
through the automation of tasks such<br />
as invoicing, organisations can<br />
drastically cut down paper usage while<br />
enhancing staff efficiency. When it<br />
comes to sustainability, even the<br />
smallest change can make a huge<br />
difference.<br />
MAXIMISE HYBRID WORKING<br />
Hybrid working seems set to become a<br />
permanent fixture for many officebased<br />
workers. Making the most of<br />
this is another step to take when<br />
moving towards carbon-negative<br />
status.<br />
A 2021 report discovered that<br />
transportation - of which the daily<br />
commute is a major part - produced<br />
the equivalent of 122 million tonnes of<br />
carbon dioxide in the UK in 2019,<br />
representing around 27% of the<br />
country's total greenhouse gas<br />
emissions. In simple terms, a reduction<br />
in travel, particularly by car, has been<br />
instrumental in driving these numbers<br />
down in the last couple of years.<br />
Continue giving employees the right to<br />
hybrid working, and businesses will<br />
reap the sustainability rewards for the<br />
foreseeable future.<br />
EMBRACE THE JOURNEY<br />
Taking sustainability initiatives to the<br />
next level requires significant work and<br />
long-term commitment, but by taking<br />
on the challenge with enthusiasm and<br />
determination, there's every reason to<br />
be optimistic. Think beyond<br />
established practices such as<br />
offsetting, and carbon-negative can be<br />
an achievable ambition.<br />
More info:<br />
www.kyoceradocumentsolutions.co.uk<br />
16 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
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Dm STRATEGY: INTELLIGENT DOCUMENT PROCESSING<br />
Looking at the future of<br />
Intelligent Document Processing<br />
How did document processing become intelligent, asks<br />
Bill Galusha, Vice President, Product <strong>Mar</strong>keting for AI<br />
Document Processing at ABBYY - and what does it<br />
mean for your organisation now and in the future?<br />
Document processing has come a<br />
long way over the years - from<br />
being essentially a production line<br />
task that relies on manual data entry via<br />
keyboard, to a process that harnesses<br />
technologies like AI and machine learning<br />
to extract actionable insights from the data<br />
within documents.<br />
But despite the progress, organisations still<br />
face real challenges when it comes to<br />
accessing and extracting data from<br />
documents, connecting to processes, and<br />
being able to make decisions in a timely<br />
manner. Many organisations are exploring<br />
intelligent document processing (IDP) as a<br />
way to meet these challenges.<br />
According to Gartner, the intelligent<br />
document processing market will hit<br />
US$4.8 billion in <strong>2022</strong>. It's part of the much<br />
larger intelligent process automation<br />
market IDC estimates at $17.3 billion. So<br />
how exactly did document processing<br />
become intelligent? And how do the latest<br />
technologies impact how organisations can<br />
process documents to boost business<br />
efficiencies and outcomes?<br />
WHAT IS DOCUMENT PROCESSING?<br />
In brief, document processing is a field of<br />
research and a set of processes aimed at<br />
making an analogue document digital. It<br />
can be manually intensive. For example,<br />
faced with a need to process millions of visa<br />
and citizenship applications in 2007, a U.S.<br />
immigration agency turned to an army of<br />
about 1,000 contract workers to handle<br />
mailroom and data entry work.<br />
More than merely photographing or<br />
scanning a document, document<br />
processing aims to make it digitally<br />
intelligible. The ability to extract and classify<br />
information contained within paper and<br />
digital documents empowers organisations<br />
to manage and perform a wide range of<br />
business operations, such as purchasing,<br />
ordering, and on-boarding.<br />
Document processing is especially critical<br />
in delivering goods to consumers. When a<br />
customer completes an order online, the<br />
manufacturing company can then<br />
coordinate the process of acquiring<br />
materials, creating the product, and<br />
delivering it. Each step entails the use of<br />
documents between departments and<br />
their teams.<br />
This sequence of events depends on a<br />
high degree of accuracy and reliability. If<br />
any small piece of data from the<br />
documents isn't processed correctly, the<br />
result can be a domino effect of failures,<br />
from losing an invoice or payment to losing<br />
an order altogether. Ultimately, an<br />
inefficient and inaccurate operation can<br />
affect all aspects of a business.<br />
WHAT IS IDP?<br />
Over the years, document processing<br />
technology has added more intelligent<br />
capabilities. ISG, a leading global research<br />
and advisory firm, defines intelligent<br />
document processing (IDP) as software that<br />
uses AI technologies such as natural<br />
language processing (NLP), machine<br />
learning (ML), computer vision, and deep<br />
learning to filter and analyse large volumes<br />
of unstructured data from multiple formats<br />
for further processing, storage, and use in<br />
other applications.<br />
IDP has its roots in the first optical<br />
character recognition (OCR) solutions,<br />
which converted character images into<br />
machine-encoded text. While OCRtemplated<br />
approaches can handle highly<br />
structured data, they cannot handle<br />
unstructured data, which hides in<br />
"documents" like emails, PDFs, invoices,<br />
purchase orders, contracts, IDs, corporate<br />
tax filings, and more. This is significant<br />
because at least 80% of an organisation's<br />
data is unstructured.<br />
IDP for years remained a siloed mailroom<br />
or business process optimisation (BPO)<br />
function, isolated from critical<br />
engagements with customers, suppliers,<br />
and employees. Today, that is changing. IDP<br />
encompasses the processes in which<br />
content is used as part of customer and<br />
employee experiences. It begins with a rethinking<br />
of these processes, then targets<br />
modern, AI-based document processing<br />
"skills" to make the content available and<br />
actionable when and where it's needed.<br />
WHY IS THIS IMPORTANT?<br />
Across all industries, businesses are facing<br />
pressure to do more, faster, and with fewer<br />
skilled resources. At the same time, more<br />
organisations are focusing on improving<br />
experiences for customers and employees<br />
as a key to improving revenue, margins,<br />
and retention.<br />
18 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
STRATEGY: INTELLIGENT DOCUMENT PROCESSING Dm<br />
"IDP FOR YEARS REMAINED A SILOED MAILROOM OR BUSINESS PROCESS OPTIMISATION (BPO) FUNCTION, ISOLATED<br />
FROM CRITICAL ENGAGEMENTS WITH CUSTOMERS, SUPPLIERS, AND EMPLOYEES. TODAY, THAT IS CHANGING. IDP<br />
ENCOMPASSES THE PROCESSES IN WHICH CONTENT IS USED AS PART OF CUSTOMER AND EMPLOYEE EXPERIENCES. IT<br />
BEGINS WITH A RE-THINKING OF THESE PROCESSES, THEN TARGETS MODERN, AI-BASED DOCUMENT PROCESSING<br />
"SKILLS" TO MAKE THE CONTENT AVAILABLE AND ACTIONABLE WHEN AND WHERE IT'S NEEDED."<br />
IDP can deliver significant benefits on<br />
both counts. By applying document skills in<br />
a way that closely supports the way<br />
humans understand and manage content,<br />
IDP saves time and money while also<br />
reducing the risk of costly errors. From an<br />
experience perspective, employees are<br />
freed from the tedious tasks of reading and<br />
manually processing documents, while<br />
customers benefit from greater efficiency in<br />
document-based processes and decisions.<br />
For example, one leading beverage<br />
company's Accounts Payable department<br />
was struggling with manual, error-prone<br />
processes for keying invoice and credit data<br />
into SAP. The team needed an automated<br />
capture solution - something that could<br />
support multiple languages and currencies,<br />
as well as large-volume batch processing<br />
and complex data fields. Their new IDP<br />
solution scanned paper invoices, identified<br />
them with the correct data, and recognised<br />
them. From there, the digital documents<br />
and data were sent to human in the loop<br />
verification stations, then forwarded for<br />
approval. Finally, the data is exported in an<br />
XML file to the company's ERP solution. In<br />
its first three months, the IDP technology<br />
processed 2,000 batches, over 21,000<br />
documents, and nearly 40,000 pages - in a<br />
mix of five languages - without issues.<br />
IDP can also augment robotic process<br />
automation (RPA) for tasks such as<br />
transferring data from an invoice into an<br />
ERP system. However, for this to work, bots<br />
need to be smart enough to "read,"<br />
"understand," and "make decisions" about<br />
the data they are processing. RPA on its<br />
own cannot understand unstructured<br />
documents. It needs AI to enable bots to<br />
have "content intelligence," so that they can<br />
do things like read and categorise<br />
documents, route documents, extract and<br />
validate data from documents, and other<br />
tasks related to understanding and<br />
processing unstructured content.<br />
Simple OCR tools that capture data<br />
simply don't cut it any more. Organisations<br />
need solutions that transform the content,<br />
context, relationships, and entities buried<br />
in documents into meaningful structured<br />
data, enabling vision, understanding, and<br />
insight.<br />
WHAT NEXT FOR IDP?<br />
The increase in digitisation is spurring<br />
companies to use IDP solutions to simplify<br />
and accelerate their document processing<br />
procedures. Intelligent automation<br />
platforms like RPA, BPM and CRM can,<br />
used correctly, speed processes and ready<br />
an organisation to add more experiential<br />
opportunities to engage with customers<br />
such as interactive mobile apps, cognitive<br />
virtual assistants that combine voice and<br />
conversational AI, and chatbots.<br />
IDP solutions need to keep pace with<br />
modern enterprises that have transitioned<br />
to low-code/no-code platforms and the<br />
cloud, especially in the age of hybrid<br />
workforces. Modern IDP solutions offer<br />
powerful features such as "skill designers"<br />
that make it easy for citizen developers to<br />
design, train, and publish document skills<br />
for all types of structured and unstructured<br />
documents with no coding required. They<br />
can turn documents into actionable data<br />
with pre-trained, ready-to-use skills for a<br />
variety of documents, saving development<br />
time and gaining quicker ROI.<br />
Modern IDP solutions should also easily<br />
integrate out of the box with intelligent<br />
automation platforms, while making skills<br />
auto-discoverable from RPA, BPM,<br />
chatbots, mobile apps, and more. And<br />
they should improve accuracy with<br />
continuous learning, making business<br />
processes more efficient over time and<br />
requiring less human intervention.<br />
THE FUTURE IS NOW<br />
As the future of work fast becomes the<br />
present, IDP is playing a significant role in<br />
the digital transformation of a broad<br />
variety of industries - whether re-thinking<br />
document-centric processes for the<br />
financial services industry, automating<br />
shipping processes in transportation and<br />
logistics, impacting the automation of<br />
accounts payable, loan and insurance<br />
processing, and more.<br />
The combination of low-code/no-code<br />
platforms, the cloud, and a citizendeveloper-friendly<br />
user experience is<br />
revolutionising the way AI-enabled skills<br />
are created, trained, and published,<br />
thereby speeding learning curves and<br />
making it easy to apply IDP technology<br />
across many business functions and<br />
automation systems.<br />
More info: www.abbyy.com/vantage<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
19
Dm STRATEGY: DIGITAL TRANSFORMATION<br />
Optimising digital transformation in<br />
regulated industries<br />
While digital transformation activity has reached peak levels in non-regulated industries,<br />
in strictly-controlled markets progress has been much slower. Max Kelleher of Generis<br />
runs through some of the more critical practical considerations when companies are<br />
looking to transform critical processes across more than one function<br />
Too often where attempts at digital<br />
process and content<br />
transformation have been made in<br />
heavily regulated industries, ambitions<br />
have been specific to a single use case.<br />
The risk with this is that one element of<br />
the organisation becomes more<br />
dynamic, while adjacent departments<br />
remain held back by the same<br />
bottlenecks and lack of visibility. This is<br />
costing organisations dearly in<br />
compromised efficiency and<br />
productivity - not to mention a<br />
loss of insight and control<br />
along business processes<br />
spanning more than one<br />
business function.<br />
Wide-reaching<br />
transformation -<br />
which transcends<br />
specific use cases<br />
and departmental<br />
divides -<br />
demands a<br />
different<br />
approach. Here,<br />
the emphasis is<br />
at least as much<br />
on restructuring<br />
teams and<br />
achieving<br />
consistent data<br />
governance as it is<br />
on finding the right<br />
technology solution.<br />
Here are some examples<br />
of what this shift might<br />
mean:<br />
1. Rethinking IT-enabled process<br />
transformation: organisational changes<br />
Traditionally, companies would look to<br />
capture all main business requirements<br />
up front and then identify a software<br />
system that ticked all of those boxes. As<br />
well as being slow and laborious, this<br />
leads to the same cycle being repeated<br />
every 2-3 years as new needs are<br />
identified or technology moves on. In<br />
the meantime, as employees change<br />
roles, any cross-functional knowledge<br />
that has been amassed may be eroded.<br />
Continuous innovation and process<br />
improvement is a much more<br />
sustainable way forward. This involves<br />
business teams and technology experts<br />
working more closely together to keep<br />
pace with change, and to ensure that<br />
new requirements and opportunities are<br />
considered from all angles:<br />
Assignment of process transformation<br />
ownership<br />
For transformations to extend beyond a<br />
single business function, you'll need to<br />
identify an individual attached to each<br />
critical business process to serve as its<br />
'Head of Transformation'.<br />
IT expertise brought closer to business<br />
users<br />
Assign a member of the IT team to each<br />
process, too, to act as a liaison between<br />
those trying to effect transformation<br />
and the central IT department. This role<br />
will involve guiding the process team so<br />
they understand what's possible, and<br />
how to maximise an individual's<br />
function's capabilities while also<br />
achieving a smoother flow of activity<br />
20<br />
@<strong>DM</strong>MagAndAwards<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
www.document-manager.com
STRATEGY: DIGITAL TRANSFORMATION Dm<br />
"TRADITIONALLY, COMPANIES WOULD LOOK TO CAPTURE ALL MAIN BUSINESS REQUIREMENTS UP FRONT AND<br />
THEN IDENTIFY A SOFTWARE SYSTEM THAT TICKED ALL OF THOSE BOXES. AS WELL AS BEING SLOW AND<br />
LABORIOUS, THIS LEADS TO THE SAME CYCLE BEING REPEATED EVERY 2-3 YEARS AS NEW NEEDS ARE<br />
IDENTIFIED OR TECHNOLOGY MOVES ON. IN THE MEANTIME, AS EMPLOYEES CHANGE ROLES, ANY CROSS-<br />
FUNCTIONAL KNOWLEDGE THAT HAS BEEN AMASSED MAY BE ERODED. CONTINUOUS INNOVATION AND<br />
PROCESS IMPROVEMENT IS A MUCH MORE SUSTAINABLE WAY FORWARD."<br />
with adjacent functions.<br />
Collaboration between respective<br />
Heads of Transformation<br />
The heads of transformation for<br />
different processes should be in close<br />
contact, to build a rounded<br />
understanding of everyone's needs.<br />
(That could be why a particular format<br />
might be needed for a particular type<br />
of document, why data needs to be<br />
presented in a certain way, or how<br />
new industry requirements are<br />
perceived to be pushing changes in the<br />
way they work, etc.)<br />
Such collaboration will help functions<br />
align their respective transformation<br />
priorities, and iron out any areas of<br />
overlap or conflict - optimising the<br />
overall roadmap.<br />
Deployment of an adaptable platform<br />
(rather than an all-in-one solution)<br />
Once the collective requirements have<br />
been agreed, it's time to consider what<br />
the supporting IT environment should<br />
look like.<br />
In this dynamic digital age it's unlikely<br />
that a single software solution will<br />
provide sufficient scope and flexibility,<br />
so look for a platform that transcends<br />
individual use cases. This will allow<br />
each team to adapt the design and<br />
implementation to their own needs,<br />
but without compromising the flow of<br />
a process or the exchange of related<br />
content with adjacent functions.<br />
An emphasis on reusability &<br />
commonality<br />
Basing everything on a reusable,<br />
common platform will ensure you can<br />
support the different ways teams need<br />
to view and work with shared data and<br />
content assets - in the context of their<br />
current work. It will also prevent new<br />
silos from forming.<br />
From now on, business process<br />
owners will have more control over the<br />
design of their own technology<br />
capabilities too, without having to call<br />
on the IT department for help with<br />
associated integration or data<br />
mapping.<br />
Consistent, seamless data & content<br />
access in a process-relevant context<br />
By separating the very accessible look<br />
and feel of the system front-end from<br />
the data and content management<br />
layer, companies can empower each<br />
set of functional users to determine<br />
the data and content assets they need<br />
and how they want to view them to<br />
best deliver their workflows.<br />
2. Rethinking IT delivery: embracing<br />
continuous, cross-functional<br />
innovation<br />
This isn't about throwing out<br />
everything that's gone before, but<br />
rather underpinning inter-function<br />
fluidity with a foundational platform -<br />
one that supports timely access to the<br />
right data and content at the point of<br />
need within a process.<br />
This agile platform must suit the<br />
business processes of all groups and<br />
departments in the organisation.<br />
Gartner points to the trend in<br />
'composable' platforms: highlyconfigurable,<br />
low-code or no-code<br />
platforms that can be adapted readily<br />
for each intended audience or use<br />
case. In the context of complex,<br />
regulated business processes spanning<br />
more than one function, such<br />
adaptability is ideal to support the<br />
particular functionality and design<br />
preferences of each team.<br />
3. Maintaining a joined-up approach<br />
to onward improvements<br />
By maintaining strong lines of<br />
communication, and basing all digital<br />
process transformation on a common<br />
platform harnessing the same data and<br />
content, companies in regulated<br />
industries will find it much easier to<br />
innovate with regulated activity - both<br />
now and in the future.<br />
Without a cross-functional view and<br />
approach to process transformation,<br />
the danger is that old habits will reemerge<br />
and individual teams will fall<br />
back into discrete budget spend, local<br />
apps and content silos - taking them<br />
back to square one. A more open<br />
mindset and a holistic approach, on<br />
the other hand, will maximise the<br />
scope to keep innovating - with<br />
improvements to the benefit of all.<br />
Generis's full guide, 'Digital<br />
transformation: a guide for regulated<br />
companies - Organisational & IT<br />
considerations when improving GxP<br />
processes across departmental<br />
boundaries', is available for download<br />
at the URL below.<br />
More info: www.generiscorp.com<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
21
Dm MANAGEMENT: ELECTRONIC DOCUMENTS<br />
Navigating the complexities of<br />
securely transmitting digital<br />
documents<br />
Companies today face a range of challenges as they<br />
navigate the complexities associated with secure digital<br />
transmission of their important documents, writes Scott<br />
Wilson, Vice President of International Sales and Support<br />
at eFax.<br />
Sending and receiving important,<br />
mission-critical, or time-sensitive<br />
documents - whether as an email<br />
attachment, via a file-sharing app, or<br />
as a digital fax - is today a critical<br />
component of business processes and<br />
communication.<br />
Digital documents are now a primary<br />
form of business communication, and<br />
everything from contracts and to<br />
proposals and RFQs should be<br />
considered data that is governed by<br />
compliance and security regulations.<br />
Let's examine the four leading<br />
considerations for businesses when it<br />
comes to secure digital document<br />
transmission.<br />
1. The cloud as a document platform<br />
When managing electronic<br />
documents, companies and<br />
organisations must solve the challenge<br />
of, on the one hand, providing<br />
frictionless access to authorised staff<br />
members while prohibiting access to<br />
non-authorised staff and maintaining<br />
security as well.<br />
Many companies rely on off-the-shelf<br />
file-sharing apps and services for their<br />
delivery of electronic documents. But<br />
in practice, these platforms do not<br />
offer secure and auditable means of<br />
faxing, emailing, or transmitting<br />
electronic documents.<br />
File-sharing apps and services are<br />
designed for use in daily exchanges<br />
between colleagues and teams. They're<br />
unsuited for one-off transmissions of<br />
single documents<br />
In light of the limitations of filesharing<br />
platforms, companies are<br />
considering alternative options -<br />
including establishing internal fax<br />
servers, document servers and other<br />
transmission platforms. These internal<br />
document delivery systems are often<br />
deemed closed systems.<br />
However, they are ill-suited to deliver<br />
electronic documents to external third<br />
parties, especially those who may only<br />
request electronic documents on an<br />
infrequent basis - such as contracts,<br />
records, instructions, and generic<br />
statements.<br />
2. Managing and storing digital<br />
documents<br />
To manage and store digital or<br />
electronic documents, let's first define<br />
what they are. The term "digital<br />
documents" encompasses a wide<br />
range of technologies and formats,<br />
from PDFs to digital faxes to scanned<br />
paper documents.<br />
The definition of a "digital document"<br />
depends on the context of the<br />
company using it and how that use is<br />
affected by company policy and<br />
compliance requirements. The all-ornothing<br />
approach is the easiest way<br />
22<br />
@<strong>DM</strong>MagAndAwards<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
www.document-manager.com
MANAGEMENT: ELECTRONIC DOCUMENTS Dm<br />
"THE INTRODUCTION OF E-DOCUMENTS AS A SUBSET OF DATA FILES BRINGS WITH IT NEW SECURITY CONCERNS.<br />
ENABLING E-DOCUMENTS TO BE PORTABLE WHILE STILL PRESERVING THEIR SECURITY DURING TRANSMISSION IS<br />
A PRIORITY. FOR E-DOCUMENTS TO BE CONSIDERED SECURE, THE SAME UNIVERSAL POLICY RULES AND<br />
ACCOUNTABILITY REQUIREMENTS MUST BE APPLIED, REGARDLESS OF WHICH TRANSMISSION MEDIUM OR<br />
SERVICE IS USED."<br />
for most organisations to manage<br />
their electronic documents and is<br />
based on the idea that any content<br />
that is sent electronically counts as a<br />
digital document and must be<br />
managed.<br />
As long as digital documents can<br />
only be transmitted through<br />
managed email, fax services, or other<br />
systems that prevent data leakage,<br />
the origin of data within them<br />
becomes less of a concern. Traditional<br />
security policies can be used to<br />
control access to the files, while the<br />
transmission of information can focus<br />
upon the digital documents<br />
themselves.<br />
3. PCI Compliance<br />
In 2006, the PCI Security Standards<br />
Council (PCI SSC) launched a set of<br />
new requirements designed to ensure<br />
a secure credit card environment<br />
among all companies that process,<br />
store, or transmit credit card<br />
information. In order to help<br />
businesses, accept credit cards safely,<br />
the SSC provides a comprehensive<br />
framework of rules and guidelines,<br />
plus tools and support resources.<br />
Initial encryption standards that<br />
previously only applied to merchant<br />
transactions were extended to cover<br />
encrypted transactions on the<br />
internet. Credit card companies'<br />
security protocols are based on Data<br />
Security Standard (PCI DSS), which is<br />
compulsory among the payment card<br />
industry.<br />
Cardholders' sensitive financial<br />
information is kept secure by PCI<br />
compliance standards, preventing<br />
fraud, and minimising data breaches.<br />
Information that is unencrypted is<br />
more vulnerable to hacking. In<br />
addition to identity theft, hackers can<br />
use the cardholder's sensitive<br />
information for a multitude of<br />
fraudulent activities. Compliance with<br />
PCI is an industry mandate and those<br />
who fail to comply can be fined for<br />
violating agreements and negligence.<br />
Furthermore, those without it are at<br />
risk of theft and fraud caused by data<br />
breaches.<br />
PCI Compliance means your systems<br />
are secure and reduces the possibility<br />
of data breaches. Suffering even a<br />
single high-profile security breach<br />
can ruin your brand reputation and<br />
cause customers to lose trust in your<br />
ability to protect sensitive credit card<br />
information and demolish your<br />
customer loyalty. In addition to<br />
negatively impacting the reputation<br />
of a business, data breaches can<br />
result in lawsuits, insurance claims,<br />
cancelled accounts, payment card<br />
issuer fines, and fines from<br />
government agencies.<br />
4. Security of e-documents<br />
The introduction of e-documents as a<br />
subset of data files brings with it new<br />
security concerns. Enabling e-<br />
documents to be portable while still<br />
preserving their security during<br />
transmission is a priority. For e-<br />
documents to be considered secure,<br />
the same universal policy rules and<br />
accountability requirements must be<br />
applied, regardless of which<br />
transmission medium or service is<br />
used.<br />
E-document transmission can be<br />
provided through cloud-based<br />
services. However, adopting these<br />
services can lead to a closed platform<br />
that makes it difficult for users to<br />
share electronic documents - and<br />
which therefore might also negatively<br />
affect productivity.<br />
To properly secure electronic<br />
documents, organisations can<br />
combine open-platform technologies<br />
with cloud-based service tools. It<br />
should offer encryption of e-<br />
document transmission, security<br />
controls to allow or deny the<br />
transmission of e-documents,<br />
integrated faxing, email, and e-<br />
document transmission capabilities,<br />
and an easy-to-use interface designed<br />
to work across multiple operating<br />
systems and browsers.<br />
More info: www.efax.co.uk<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
23
Dm CASE STUDY: BLACKPOOL TEACHING HOSPITALS<br />
Getting rid of paper once and for all<br />
Blackpool Teaching Hospitals NHS Trust has implemented document management<br />
solutions to deliver digital records and enhance patient care, with over 50,000 paper files<br />
already scanned and available electronically to clinicians<br />
Blackpool Teaching Hospitals NHS<br />
Foundation Trust has<br />
implemented an electronic<br />
document and records management<br />
system (EDRMS) from CCube Solutions<br />
in order to store legacy and dayforward<br />
paper medical records as part<br />
of a substantial investment to deliver<br />
digitally-enabled care.<br />
Blackpool Teaching Hospitals NHS<br />
Foundation Trust is situated on the west<br />
coast of Lancashire and operates within<br />
a regional health economy catchment<br />
area that spans Lancashire and South<br />
Cumbria, supporting a population of 1.6<br />
million and an estimated 18 million<br />
visitors to the seaside town of Blackpool.<br />
The Trust also provides specialist tertiary<br />
care for cardiac and haematology<br />
services across this<br />
region, as well as<br />
hosting the<br />
National Artificial Eye Service.<br />
The EDRMS project is part of a major<br />
digital transformation change<br />
programme within the Trust - to boost<br />
clinical and organisational efficiency -<br />
which will also see the procurement of a<br />
new organisational-wide Electronic<br />
Patient Records (EPR) system and the<br />
integration of the two new platforms<br />
together.<br />
100% AVAILABILITY<br />
Fully operational and 'live' as of early<br />
<strong>Apr</strong>il <strong>2022</strong>, 7,500 clinical staff will be<br />
trained to the use the CCube EDRMS to<br />
ultimately access all of the Trust's medical<br />
files - totalling around 650,000 patient<br />
records all of which are in the process of<br />
being scanned. This will help support the<br />
Trust's busy workload of 32,000<br />
outpatient appointments per month,<br />
delivered primarily from its large<br />
Blackpool Victoria Hospital site.<br />
EDRMS provides instant access to<br />
medical records, enhances patient<br />
safety through 100% notes availability,<br />
improves clinical effectiveness,<br />
enhances security and auditing and<br />
saves money. It is also allowing storage<br />
areas to be converted into much<br />
needed clinical space.<br />
Geoff Burrow, Blackpool Teaching<br />
Hospitals' Chief Information Officer,<br />
explains, "Covid obviously delayed our<br />
progress with this project, but we're<br />
now fully operational with EDRMS and<br />
focused on getting rid of the<br />
paper. Over<br />
24<br />
@<strong>DM</strong>MagAndAwards<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
www.document-manager.com
CASE STUDY: BLACKPOOL TEACHING HOSPITALS Dm<br />
"OUR RESEARCH SHOWS THAT ON AVERAGE A PAPER RECORD IS HANDLED 10 TO 15 TIMES FROM STORAGE TO<br />
DELIVERY. NOT ONLY IS THERE AN INFECTION RISK AS PEOPLE TOUCH THE PAPER BUT THE COSTS JUST KEEP<br />
MOUNTING EACH TIME FILES ARE REQUESTED AND THEN PUT AWAY. IT IS SUPER TO SUPPORT BLACKPOOL<br />
TEACHING HOSPITALS IN ADDRESSING THIS: AN 'INVEST TO SAVE' PROCESS TO GET RID OF THE PAPER ONCE<br />
AND FOR ALL WHICH WILL MASSIVELY INCREASE EFFICIENCY, IMPROVE STAFF PRODUCTIVITY AND ENHANCE THE<br />
OVERALL CARE PROVIDED TO PATIENTS LOCALLY."<br />
50,000 paper records have already<br />
been scanned in, each containing<br />
about 300 pages."<br />
The vast workload to scan all paper<br />
notes is being done in two ways. First,<br />
the Trust has invested in creating its<br />
own scanning department where 35<br />
staff use 10 Opex Falcon scanners,<br />
supplied by CCube Solutions, to process<br />
the paperwork. Second, scanning has<br />
also been outsourced within the<br />
National Health Service to the NHS<br />
Business Services Authority (NHSBSA) -<br />
one of the largest specialist scanning<br />
operators in Europe - who use the same<br />
Opex Falcon equipment.<br />
A not-for-profit arm's length body of<br />
the Department of Health and Social<br />
Care, the NHSBSA has a long track<br />
record in document scanning given its<br />
expertise and heritage processing all<br />
paper prescriptions in the UK which still<br />
total tens of millions per month.<br />
EASY AND INTUITIVE<br />
The Opex Falcon scanners are rated at<br />
116 pages per minute at 300 dpi - the<br />
resolution recommended to meet BS<br />
10008, a best practice records standard<br />
for the implementation and operation of<br />
electronic information management<br />
systems, including the storage,<br />
extraction and transfer of information.<br />
Burrow says, "CCube EDRMS is<br />
designed to literally be an online version<br />
of the paper record and has six sections<br />
busy clinicians are familiar with. This<br />
makes it easy and intuitive for them to<br />
find the documents they need whether<br />
it be clinical correspondence, clinical<br />
notes, treatment documents,<br />
investigation reports, safeguarding<br />
documents and so on."<br />
Given the transition under way<br />
between paper and electronic notes,<br />
when clinicians log into the Trust's<br />
Patient Administration System (PAS)<br />
today, they are currently presented with<br />
a marker to show whether the patient's<br />
record is available digitally or still in<br />
paper format.<br />
Burrow adds, "We're currently working<br />
on the detail but the strategy will be to<br />
adopt scan-on-demand so that when a<br />
patient is booked for an appointment,<br />
their notes are pulled from the library,<br />
digitised ahead of time and then made<br />
available in the CCube EDRMS. This then<br />
saves moving any paper files about."<br />
The shift from paper to digital health<br />
records will deliver a variety of other<br />
benefits:<br />
<br />
<br />
<br />
100% notes availability. Electronic<br />
health records are available at the<br />
touch of a button to the right<br />
person at any time. This avoids<br />
delays in patients receiving<br />
treatment - or even appointments<br />
cancelled - if their paperwork isn't<br />
readily available.<br />
Remote and multi-user access.<br />
Remote and multi-user access to<br />
health records is now delivered 24/7.<br />
This is key given the 'new normal' of<br />
remote working post pandemic and<br />
the requirement for multidisciplinary<br />
teams to collaborate<br />
together - and view medical notes at<br />
the same time - to provide care to<br />
an individual.<br />
'In context' access to medical records<br />
to be offered. As the Trust is<br />
<br />
currently procuring a new<br />
organisational-wide EPR, once this<br />
is finalised and the software<br />
deployed, a link will be added so<br />
that clinicians opening a patient's<br />
record in the EPR can see - in<br />
context - the legacy digitised health<br />
record held in the EDRMS, too. This<br />
links the two systems together.<br />
Security and data integrity is<br />
enhanced. Scanning records vastly<br />
improves the security of<br />
confidential patient information as<br />
files once digitised cannot degrade,<br />
be lost or be misplaced. Data is<br />
also backed up, access to the<br />
system logged and audited, and<br />
information lifecycle management<br />
rules applied to the data.<br />
The CCube EDRMS runs on Dell EMC<br />
server and storage systems in the<br />
Trust's two on-premise data centres,<br />
dual-linked for resilience to ensure<br />
system availability and uptime.<br />
Vijay Magon, CCube Solutions'<br />
managing director, commented, "Our<br />
research shows that on average a<br />
paper record is handled 10 to 15 times<br />
from storage to delivery. Not only is<br />
there an infection risk as people touch<br />
the paper but the costs just keep<br />
mounting each time files are requested<br />
and then put away. It is super to<br />
support Blackpool Teaching Hospitals<br />
in addressing this: an 'invest to save'<br />
process to get rid of the paper once<br />
and for all which will massively<br />
increase efficiency, improve staff<br />
productivity and enhance the overall<br />
care provided to patients locally."<br />
More info: www.ccubesolutions.com<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
25
Dm RESEARCH: DIGITAL TRANSFORMATION<br />
Culture shifts and technology innovation<br />
required for the 'new digital norm'<br />
New research suggests that while companies are building better digital habits and<br />
systems, more still needs to be done<br />
different from a tech lead for their DX<br />
initiatives.<br />
Shaping digital culture - When asked<br />
what measures DX leaders are considering<br />
to transform the organisation's culture<br />
effectively, the following three were<br />
ranked the highest: promoting change in<br />
management awareness, redefining the<br />
missions and evaluations of existing<br />
businesses and new businesses, and<br />
promoting behavioural change in<br />
individuals by renewing the company's<br />
purpose and action guidelines.<br />
Nutanix has announced the findings<br />
of a recently commissioned survey,<br />
outlining that a shift is needed<br />
from digital culture to value realisation.<br />
Surveying leaders across EMEA, the IDC<br />
InfoBrief, 'From Digital Culture to Value<br />
Realisation' showed that 84% of IT leads<br />
in EMEA are under pressure to deliver on<br />
digital transformation strategies, and 90%<br />
of organisations in EMEA recognise that<br />
having a digital-first approach is now a<br />
must-have.<br />
"With the pandemic accelerating the rate<br />
at which companies have invested in and<br />
deployed digital solutions, IDC predicts<br />
that in <strong>2022</strong> more than half of the global<br />
economy will be based on or influenced<br />
by digital solutions," commented Sammy<br />
Zoghlami, SVP EMEA at Nutanix. "Digitalfirst<br />
not only requires a system rethink,<br />
but it also requires a corporate mindset<br />
where all C-suite executives see their<br />
digital technologies as the catalyst for<br />
business growth."<br />
The survey shows that translating digital<br />
investments into new revenue streams is a<br />
top priority. Yet respondents believe the<br />
onus can no longer rest solely on the<br />
shoulders of the IT department and need<br />
to be embraced by the C-suite as globally<br />
we come to terms with what a digital<br />
culture, digital infrastructure and digitalfirst<br />
means to an organisation. Key<br />
findings from the survey revealed:<br />
Turning investments into revenue - Over<br />
64% of EMEA organisations say they have<br />
a digital strategy in place. Still, only 3%<br />
say they have an enterprise-wide digital<br />
strategy that has led to new revenue<br />
streams. There is, however, a disconnect<br />
between business, of which 32% state<br />
they are in a proof-of-concept pilot stage<br />
for their digital projects and IT, of whom<br />
only 5% say their companies are<br />
developing digital strategies to support<br />
new revenue streams.<br />
From IT to C-suite - Respondents are clear<br />
that for a digital strategy to have an<br />
impact, it is essential to bid farewell to<br />
hierarchical structures and move to more<br />
fluid and orchestrated approaches<br />
between IT and leadership teams. Out of<br />
the respondents questioned, at least 47%<br />
say that the sign-off belongs to a CXO<br />
Key pillars for shaping digital culture -<br />
According to the survey, three key pillars<br />
stand out in how C-suites must cooperate<br />
to create the digital culture, using the<br />
cloud as the enabler for all three digital<br />
culture streams. These are value<br />
economics, data-driven innovation and<br />
the future workplace. The numbers to<br />
support this show that 50% of EMEA<br />
organisations think that additional<br />
investments in managed infrastructure<br />
will help deliver better digital value, and<br />
30% say they are co-creating new<br />
products with customers and partners.<br />
In terms of the workplace, 35% of<br />
organisations think that ensuring equal<br />
access to information and digital tools to<br />
all staff regardless of location will<br />
challenge the future workplace.<br />
"As much as embracing digital-first<br />
systems requires a culture shift, it still<br />
requires a technology makeover so that a<br />
business can innovate, partner and<br />
explore new revenue streams,"<br />
commented Andrea Siviero, Associate<br />
Research Director at IDC. "Looking ahead,<br />
those that invest in people, innovate on<br />
data and automate processes, will have<br />
built the business resilience needed by the<br />
modern enterprise."<br />
More info: www.nutanix.com<br />
26 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
www.ccubesolutions.com<br />
DELIVERING<br />
DIGITAL<br />
HEALTHCARE<br />
CCube software suite currently manages<br />
some 450 million documents containing over<br />
52 billion pages for 32 million patients<br />
across 30 NHS organisations around the UK.<br />
Some of our NHS sites have been using the<br />
solution for over 20 years. Data on realisable<br />
benefits, from just three of our sites, shows<br />
a collective saving of c.£35M over 10 years.<br />
COMPLIANT & ACCREDITED<br />
RECOGNISED BY THE INDUSTRY
Dm OPINION: ARCHIVE DIGITISATION<br />
Digitisation offers a multitude of<br />
advantages that overlap with the<br />
qualities essential to innovation. The<br />
innate openness and generativity of the<br />
digital realm make it an ideal space for<br />
innovative ideas to be created, developed,<br />
and widely shared. For instance, the greater<br />
accessibility of digital resources expands the<br />
pool of knowledge that can be recruited,<br />
leading to unexpected and original<br />
outcomes. Furthermore, the democratising<br />
drive of these digital resources brings in<br />
The power of the crowd<br />
Kaycee Jaeger of e-ImageData looks at how innovative<br />
approaches such as crowdsourcing, combined with<br />
technologies for capturing microfilm content, are<br />
revolutionising the way that important archives can be<br />
digitised for future generations<br />
new contributors, often from outside of<br />
elite institutions, who provide fresh<br />
perspectives and challenge assumptions.<br />
The COVID-19 pandemic has not only<br />
accelerated digitisation processes but also<br />
increased efforts to harness these processes<br />
and find innovative solutions to familiar or<br />
emerging problems. Thus, an open<br />
approach to digitisation and innovation has<br />
the potential to promote resilience in a<br />
moment of rapid economic, cultural, and<br />
social change.<br />
OPTIMISING DATA<br />
In a digital economy, data is a significant<br />
engine for innovation. It can be utilised to<br />
better understand customers/users,<br />
monitor evolving trends, streamline<br />
workflows, or identify research pathways.<br />
Therefore, data is a fundamental tool for<br />
building agile, adaptive business and<br />
service models to meet variable markets<br />
and consumer demands.<br />
Institutions that fail to fully optimise this<br />
data risk stagnation and may struggle to<br />
compete in ever-changing conditions. The<br />
core value of digital data cannot be<br />
underestimated and pertains to all kinds of<br />
organisations, both private companies and<br />
the public sector.<br />
However, the accessibility and applicability<br />
of data are severely limited when it is<br />
contained in outdated forms, such as<br />
microfilm. Converting microfilm data into<br />
digital forms is imperative so it can be<br />
28<br />
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OPINION: ARCHIVE DIGITISATION Dm<br />
"DIGITISATION OF ARCHIVAL RESOURCES MEANS THEY CAN BE ANALYSED BY<br />
THOUSANDS OF KEEN VOLUNTEERS ACROSS THE GLOBE. CROWDSOURCING<br />
ALLOWS LARGE-SCALE RESEARCH PROJECTS TO BE UNDERTAKEN AT A LOW<br />
COST, AS WELL AS NURTURING TRUST AND COMMUNITY BETWEEN<br />
ACADEMIC INSTITUTIONS AND THE GENERAL PUBLIC. SUCCESSFUL<br />
CROWDSOURCING PROJECTS HAVE BEEN ESTABLISHED IN MULTIPLE<br />
DISCIPLINES, FROM ASTRONOMY TO ART HISTORY."<br />
effectively organised, mined, and adapted<br />
to boost innovation.<br />
The ScanPro All-In-One range allows for<br />
the efficient digitisation of microfilm<br />
records and archives. Additionally, its<br />
industry-leading features seamlessly<br />
integrate microfilm scans into research<br />
and innovation. The PowerScan<br />
Productivity Suite includes fast, accurate,<br />
searchable OCR software to aid quick and<br />
thorough research. For more detail, the<br />
INFO-Link option enables specific<br />
keywords and topics to be explored with<br />
direct links to online reference sources.<br />
FACILITATING COLLABORATION<br />
The digitisation process itself is suited to a<br />
collaborative strategy. Rather than a<br />
single event, digitisation should be<br />
viewed as an ongoing effort,<br />
encompassing diverse factors from IT<br />
infrastructure to metadata and online<br />
delivery. Drawing on a range of expertise<br />
throughout this dynamic process ensures<br />
that improvements can continuously be<br />
made to the quality, usefulness, and<br />
presentation of digital materials.<br />
Digitising resources creates a<br />
collaborative ecosystem that crosses<br />
traditional hierarchies, boundaries, and<br />
organisational structures. This digital<br />
network connects different users with the<br />
resources they need to contribute to<br />
innovation and propose solutions to<br />
complex business or societal problems.<br />
Researchers benefit from an interdisciplinary<br />
approach, with knowledge<br />
from various fields being brought to bear<br />
on digitised historical documents and<br />
artefacts. For companies, an open<br />
digitised ecosystem invites collaboration<br />
between disparate departments, which<br />
generates unique ideas and fosters a<br />
cohesive team spirit.<br />
INNOVATING IN ARCHIVES<br />
Some organisations are taking digital<br />
collaboration even further through<br />
crowdsourcing projects. Digitisation of<br />
archival resources means they can be<br />
analysed by thousands of keen volunteers<br />
across the globe. Crowdsourcing allows<br />
large-scale research projects to be<br />
undertaken at a low cost, as well as<br />
nurturing trust and community between<br />
academic institutions and the general<br />
public. Successful crowdsourcing projects<br />
have been established in multiple<br />
disciplines, from astronomy to art history.<br />
One well-known crowdsourcing<br />
initiative is Galaxy Zoo, which enrols<br />
volunteers to classify distant galaxies by<br />
shape, using digital images from the Dark<br />
Energy Camera Legacy Survey and its<br />
telescope in Chile. Another example is the<br />
Citizen Archivist project at the National<br />
Archives Innovation Hub, encouraging<br />
volunteers to tag and transcribe historical<br />
records and thereby improve their<br />
searchability.<br />
In addition to exponentially increasing<br />
the scale of research, crowdsourcing<br />
projects build engagement. The aims of<br />
archival research often reach beyond the<br />
records themselves, seeking to cultivate<br />
public participation and promote the<br />
sharing of material. Digital crowdsourcing<br />
projects fulfil this mission by enabling the<br />
public to feel involved in research, learn<br />
new skills, and experience the excitement<br />
of viewing a newly discovered galaxy or<br />
uncovering a fascinating insight in<br />
historical documents.<br />
Without digitisation, these innovative<br />
research projects could never have<br />
achieved such impressive scales or made<br />
so many exciting discoveries. The<br />
possibilities offered by the digital realm<br />
are generating new, cutting-edge ways to<br />
preserve documentary heritage, integrate<br />
it into inter-disciplinary research, and<br />
share this heritage with a wider audience.<br />
More info: www.e-imagedata.com<br />
ACCELERATING DIGITISATION WITH SCANPRO<br />
There no longer needs to be a frustrating time lag between deciding to embrace the benefits of digitisation and actually reaping its<br />
creative rewards. With the ScanPro All-In-One models, microfilm archives are efficiently digitised, so you can start analysing and<br />
sharing the wealth of material right away.<br />
All scanners come with a free 6 month ScanPro Advantage membership, including the advanced AUTO-Scan Pro software that<br />
scans up to 100 images per minute. Moreover, AUTO-Scan Quality Assurance guarantees total image capture, providing an<br />
automated digitisation process that eliminates the requirement for time-consuming checks. Popular features such as the 'magic<br />
button' make microfilm digitisation smooth, quick, and intuitive.<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
29
Dm MANAGEMENT: RECRUITMENT<br />
Work smarter, work anywhere<br />
Antti Nivala, founder and CEO at M-Files Corporation,<br />
argues that digitisation can not only help businesses to<br />
prosper, but also alleviate the ongoing recruitment crisis<br />
30 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
MANAGEMENT: RECRUITMENT Dm<br />
This month, business advisory firm<br />
BDO announced that 31% of small to<br />
medium-sized firms are hanging back<br />
on their hiring due to the lack of<br />
apprentices available. Businesses face two<br />
daily challenges: an overwhelming<br />
shortage of skilled staff and the<br />
unbearable rise in recruitment costs.<br />
Over the last two years, business leaders<br />
have had to do their fair share of juggling<br />
adaptability while dodging the Covid crisis.<br />
They've been coping with sick staff and a<br />
sudden shift to remote working, but the<br />
problems don't end there. The previous 12<br />
months have seen increased interest rates,<br />
including the National Insurance rise (due<br />
in <strong>Apr</strong>il <strong>2022</strong>), and an overall uncertain<br />
economic future. These are all costs that<br />
small to medium-sized businesses could<br />
do without.<br />
THE SLOW RETURN TO NORMAL<br />
So how can businesses feel secure during<br />
a recruitment crisis? First, we need to<br />
examine why enterprises are struggling to<br />
find workers. Today's worker has very<br />
different objectives from 2 years ago.<br />
Many are switching to hybrid working ?<br />
retail and wholesale sectors are suffering<br />
the most (around 40% under hiring)<br />
because these sectors are in-person where<br />
tasks can't be carried out remotely. There<br />
are also health concerns ? some workers<br />
want to wait until the dust settles before<br />
venturing into the workplace again.<br />
Overall, the return to normal is slower<br />
than initially anticipated.<br />
So, while business leaders spend too<br />
much time and money trying to attract<br />
the right staff, they will need to find time<br />
elsewhere to productively carry out their<br />
business to ensure that that does not<br />
suffer because of time spent on<br />
recruiting. Firms are spending much of<br />
<strong>2022</strong> looking for ways to improve<br />
productivity and efficiency for two<br />
reasons: first, to streamline their business<br />
activities, and second, to ensure that they<br />
are in a better position to hire the right<br />
staff and retain them.<br />
Since 2012, when many first heard the<br />
term' digital transformation,' business<br />
leaders have filtered into their strategies<br />
software to collect data to shape how they<br />
"WHILE BUSINESS LEADERS SPEND TOO MUCH TIME AND MONEY<br />
TRYING TO ATTRACT THE RIGHT STAFF, THEY WILL NEED TO FIND TIME<br />
ELSEWHERE TO PRODUCTIVELY CARRY OUT THEIR BUSINESS TO ENSURE<br />
THAT THAT DOES NOT SUFFER BECAUSE OF TIME SPENT ON RECRUITING.<br />
FIRMS ARE SPENDING MUCH OF <strong>2022</strong> LOOKING FOR WAYS TO IMPROVE<br />
PRODUCTIVITY AND EFFICIENCY FOR TWO REASONS: FIRST, TO<br />
STREAMLINE THEIR BUSINESS ACTIVITIES, AND SECOND, TO ENSURE<br />
THAT THEY ARE IN A BETTER POSITION TO HIRE THE RIGHT STAFF AND<br />
RETAIN THEM."<br />
operate, manage teams, and effectively<br />
market their brand, products, and services.<br />
Yet it has taken longer to shift document<br />
management to a system remote from<br />
paper, for most businesses, since the mid-<br />
1980s. Many small firms are still clinging<br />
faithfully to their filing cabinets.<br />
THE ROLE OF DIGITAL<br />
TRANSFORMATION<br />
A digital filing system can convert the<br />
traditional filing cabinet into a digital<br />
format. This makes it easier to find<br />
information when businesses need it<br />
most, but it also makes the arduous<br />
process of storing any size of documents<br />
and files effortless.<br />
How does this connect to the workforce<br />
shortage and help businesses remain<br />
intact during these volatile times?<br />
Enterprises juggle operational<br />
commitments and staff retention daily.<br />
Yet, according to BDO, only 21% of<br />
companies are taking serious steps to<br />
ensure that they can offer employees<br />
present and future the benefits of<br />
employment they desire. Another 23% say<br />
they will bring flexibility into the mix to<br />
encourage new hires into their firms.<br />
There are ways to ensure that<br />
organisations can, in effect, have their<br />
cake and eat it when it comes to not just<br />
surviving but prospering in today's<br />
economy, and not just through increasing<br />
the price of their goods and services. Yet if<br />
a business wants to grow, it must grow<br />
physically, which means hiring fresh<br />
recruits to keep the business moving. Of<br />
course, it's costly, with some businesses<br />
already placing pay rises on their list of<br />
priorities to retain staff. More firms<br />
increase salaries at the recruitment level to<br />
attract new hires.<br />
But businesses remain optimistic, and<br />
digital transformation is playing a huge<br />
role in that. Where daily business practices<br />
are automated, costs can be cut, and time<br />
reallocated to high-value tasks. Still,<br />
success is never assured, and the<br />
upcoming rise in National Insurance may<br />
see some smaller firms struggle in the light<br />
of the increase.<br />
SOMETHING TO BUILD ON<br />
So indeed, for businesses to thrive, there<br />
needs to be an element of give and take.<br />
The safest course of action is to simplify<br />
and digitise base practices and<br />
concentrate on hiring key staff to ensure<br />
growth and sustainability in the industry.<br />
That way, inciting the right team into a<br />
business can be doable and not a struggle.<br />
Talented workers bring creativity and<br />
diversity into the framework of an<br />
organisation, allowing companies to feel<br />
confident and plan for the future.<br />
In the meantime, businesses need to get<br />
their operations in order and begin with<br />
documentation and paperwork. Once the<br />
headache of content management is<br />
solved, an organisation has a workforce<br />
who can quickly and securely access<br />
documents from practically anywhere. This<br />
will enable them to access the information<br />
they need, collaborate, comply, and<br />
produce, even with a workforce working<br />
remotely: truly something to build upon.<br />
More info: www.m-files.com<br />
www.document-manager.com<br />
<strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong><br />
@<strong>DM</strong>MagAndAwards<br />
31
Dm CASE STUDY: EUROTECH<br />
Cracking the code<br />
The barcode option on manufacturing firm EuroTech's Brother scanning solution<br />
has helped boost efficiency and accuracy, saving the company two working days<br />
every month<br />
EuroTech Group is a British<br />
manufacturer operating at the<br />
cutting edge of technology. Since<br />
1991, the Devon-based business has been<br />
manufacturing printed circuit boards<br />
(PCBs) for customers in sectors including<br />
transport, defence, medical and more.<br />
Today it is an £18 million turnover<br />
company with 150 staff, which exports its<br />
products across Europe. But when the firm<br />
identified an inefficiency in its<br />
manufacturing process, it turned to<br />
Brother technology for the solution.<br />
OPPORTUNITY TO IMPROVE<br />
Every batch of circuit boards progressed<br />
through the factory is accompanied by a<br />
job card, used to record each stage of the<br />
manufacturing process. Previously, when<br />
the order was complete, the job card<br />
would be scanned to create a digital<br />
document for EuroTech's records. The<br />
process was awkward and inefficient,<br />
requiring a member of staff to create a PDF<br />
file, save it, rename it and then move it to<br />
the right folder so it could be retrieved if<br />
needed. This quickly led to a backlog<br />
building up, while also leaving them<br />
exposed to mistakes through human error.<br />
EuroTech approached its IT supplier to find<br />
a solution, and Brother's ADS-2800W<br />
wireless desktop scanner, along with<br />
optional Barcode Utility software, was<br />
quickly identified. Using the new solution,<br />
each job card can now be scanned into the<br />
Brother device, which reads the barcode<br />
and automatically saves it to the right place.<br />
SIMPLIFIED WORKFLOW<br />
1. Identify each job with a unique barcode:<br />
Every order of circuit boards that EuroTech<br />
produces comes with a job card. Workers<br />
on the production line scan a unique<br />
barcode on the job card after each stage of<br />
assembly. This creates a record of the<br />
manufacturing process for quality<br />
assurance purposes<br />
2. Scan the barcode for instant recognition:<br />
Once the order is ready to be despatched<br />
to the customer, the job card is scanned<br />
again using a Brother ADS-2800W<br />
desktop scanner. Brother's Barcode Utility<br />
software automatically creates and names<br />
a document containing a full record of<br />
the order.<br />
3. Barcode is analysed and automatically<br />
saved: The document is automatically saved<br />
to the right folder on the EuroTech network<br />
every time, streamlining workflow and<br />
ensuring total accuracy.<br />
Brother's Barcode Utility software allows<br />
documents that have a barcode to be<br />
scanned and processed at speed while also<br />
eliminating the opportunity for human<br />
error. Using advanced document routing<br />
technology, files are automatically saved to<br />
the required folder on the network. All this<br />
can be done directly from a scanner such as<br />
the desktop friendly ADS-2800W, which is<br />
capable of scanning two-sided documents<br />
at up to 40 pages per minute.<br />
Paul Langham, IT Manager at EuroTech<br />
Group, estimates that the ADS-2800W is<br />
saving the equivalent of two working days<br />
every month, freeing up staff for other<br />
tasks, as well as improving accuracy. He<br />
comments: "The solution fit the bill<br />
perfectly. All the information we need is<br />
automatically saved to the right place on<br />
our system. The integration was painless<br />
and it was excellent value for money, so it<br />
paid for itself very quickly."<br />
More info: www.brother.co.uk/businesssolutions/scanning-solutions<br />
32 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
Dm EVENT: AIIM FORUM EUROPE <strong>2022</strong><br />
AIIM Forum Europe - connecting the community<br />
Revolution Events and AIIM are looking forward to reconnecting the industry,<br />
following the pandemic postponements, at Europe's leading information<br />
management forum in London<br />
With face-to-face firmly back on<br />
the agenda, this major event<br />
will once again bring together<br />
key decision-makers, industry suppliers<br />
and high-level speakers from across the<br />
UK and Europe on Wednesday 22nd<br />
June <strong>2022</strong>.<br />
The pandemic forced some<br />
organisations to pivot and adopt a new<br />
way of working, and they are now faced<br />
with a key decision as the world starts to<br />
bounce back from a major shockwave:<br />
do they try to return to the 'old normal'<br />
or do they capitalise on the experiences<br />
of the pandemic to permanently<br />
embrace more agile ways of working?<br />
This rhetorical question puts<br />
intelligent information management<br />
(IIM) firmly at the forefront of a new<br />
business paradigm.<br />
With a recent 2021 AIIM State of the<br />
Industry Report clearly showing that<br />
there is a real-world struggle to<br />
transform, (46% of AIIM members grade<br />
their organisations' efforts to digitise as<br />
either 'poor' or 'needs improvement') now<br />
is the time for AIIM to support and<br />
empower information management<br />
professionals so that they can improve<br />
their business process management and<br />
digital transformation, with the buy-in of<br />
their top-level executives.<br />
Answering questions that users have<br />
from both the public and private sectors,<br />
the AIIM Forum programme will offer<br />
two keynote sessions that will seek to<br />
support those who manage data and<br />
information management, whilst<br />
following a roadmap that allows<br />
organisations to harness complementary<br />
elements: rationalising & modernising the<br />
information ecosystem, digitalising core<br />
organisational processes, automating<br />
compliance & governance and leveraging<br />
analytics & machine learning.<br />
The AIIM Forum also offers various<br />
sessions to facilitate learning, networking<br />
opportunities and the desire to get stuck<br />
into shared conversations about the<br />
experiences the past couple of years has<br />
given us.<br />
Peggy Winton, President and CEO of<br />
AIIM said: "We are grateful and<br />
honoured to serve this inspiring<br />
community of information management<br />
leaders … We are determined that AIIM<br />
Forum Europe should always deliver a<br />
high-quality experience…" and will be<br />
updating our audience on the latest<br />
market trends and business direction<br />
forecast by AIIM.<br />
Deborah Ward-Johnstone, Group Event<br />
Director at Revolution Events added: "We<br />
are excited to bring the 'AIIM Tribe'<br />
together once again. We are committed<br />
to providing highly productive<br />
opportunities for the industry to come<br />
together, to collaborate and network and<br />
for decision makers to learn, meet and<br />
do business together. There is a pent-up<br />
demand for people come back to live<br />
events, and we look forward to seeing<br />
the magic happen once again!"<br />
This exciting one-day event offers a<br />
packed programme which features an<br />
incredible array of highly interactive<br />
sessions, a showcase of the leading<br />
suppliers and solution providers in the<br />
information management sphere, and<br />
most importantly, offers all attendees<br />
the chance to network with the best in<br />
information management in the AIIM<br />
Lounge.<br />
More info: www.aiimforumeurope.com<br />
34 @<strong>DM</strong>MagAndAwards <strong>Mar</strong>ch/<strong>Apr</strong>il <strong>2022</strong> www.document-manager.com
AIIM FORUM EUROPE<br />
INTELLIGENT INFORMATION MANAGEMENT<br />
22ND JUNE <strong>2022</strong><br />
GRAND CONNAUGHT ROOMS, LONDON<br />
Early Bird Rate Ends<br />
22 <strong>Apr</strong>il<br />
Places start at just<br />
£90 + VAT!<br />
Including complimentary<br />
hot drinks, lunch<br />
and afternoon<br />
networking drinks<br />
AIIM Forum Europe is returning to London’s Grand Connaught<br />
Rooms on 22nd June, and <strong>2022</strong> is already shaping up to be a pivotal<br />
year for the digital transformation agenda.<br />
Organisations that were forced to pivot by the pandemic are now faced with<br />
some key decisions as the world starts to bounce back from a major shockwave:<br />
do they try to return to the ‘old normal’ or do they capitalise on the experiences<br />
of the past 2 years to permanently embrace more agile ways of working?<br />
If you work in an organisation that is harnessing digital tools, technologies and<br />
techniques to transform its business processes, then you really need to be at<br />
AIIM Forum Europe in London this June.<br />
Here is a taster of what to expect from this year’s programme:<br />
Opening Keynote: Closing the Gap:<br />
An Invitation to IM Professionals<br />
Peggy Winton,<br />
President, AIIM<br />
Creating and Capturing Information:<br />
How to Make the Paperless Office Finally<br />
Become a Reality!<br />
Nick Camilleri, Avantech<br />
Closing Keynote: Increase your IM Impact<br />
and Influence within your Organisation<br />
Christopher Barrat,<br />
Greystone Consulting Ltd<br />
Extracting Intelligence from Information<br />
- Is your Unstructured Information,<br />
Machine Learning Ready?<br />
Randolph Perkins-Smart, Qaixen<br />
For more information and to register visit: www.aiimforumeurope.com<br />
OUR EVENT PARTNERS INCLUDE SOME OF EUROPE’S LEADING VENDOR’S IN INFORMATION<br />
MANAGEMENT, GET IN TOUCH TO JOIN THEM:<br />
Deborah Ward-Johnstone | 01892 820936 | deborah@revolution-events.com<br />
AIIM Preferred Providers receive a discount on package rates<br />
HEADLINE<br />
PARTNER
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