Transcript SMARTi - Filemark

Document Solutions
Document Solutions
SMARTi
Document Processing Solutions
Confidential Property of FileMark Corporation
February 2009
Company Overview
Document Solutions
• FileMark Corporation – software developer, direct professional
services provider, founded in 1989, based in Millbury MA
• Technology Focus – transactional document capture and
processing, report archiving, records management
• Industry Solutions – Distribution, Manufacturing, Healthcare,
Financial Services, Higher Education, Publishing, Local Government.
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Why Manage Documents?
Document Solutions
 Paperless business process efficiency
 Cost avoidance, cost displacement
 More responsive customer service
 Improved document search, security and control
 Business risk mitigation and regulatory compliance.
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SMARTi
Document Solutions
 Document Imaging – batch scanning & indexing, barcode/OCR,
workflow, application integration, fast search and retrieval
 COLD/ERM – computer output report archiving, distribution,
presentment, data mining
 Records Management – classification, rules-based record
retention, migration and disposition, audit logs, WORM storage
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Business Applications
Document Solutions
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Invoice processing (Accounts Payable)
Proof of deliveries (Accounts Receivable)
Customer service, vendor management (Call Center)
Paperless computer output archiving, distribution and presentment
Document linking and transaction processing (workflow)
Long-term document and eMail archiving, records management
compliance (FRCP, SOX, SEC 17A4, HIPAA, GLB, etc.)
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Paper Document Capture
Document Solutions
Distributed
Scan
SimpleSend
SMARTi
Repository
SimpleIndex
Batch Scan
- Manual Fill
- Assisted Fill
- Zone OCR
- Point & Shoot OCR
- Rules-based OCR
- Barcode
- OMR
Index
Auto-Fill
Business
Applications
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SimpleIndex
Document Solutions
Automatic Zone OCR
Pont and Shoot OCR
Intelligent Forms Processing
- Free form indexing
- Pattern matching
- Dictionary lookups
Automatic Barcode
Recognition
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SimpleIndex Features
Document Solutions
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TWAIN or ISIS USB scanner support
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Simplex, duplex, magazine scan
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SimpleQC – thumbnails, re-order, split/combine pages, de-speckle, de-skew, autorotate, rescan, redaction
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Zone/template OCR indexing – for structured forms and office documents
Point and shoot OCR indexing – for unstructured forms and office documents
Unstructured forms processing – OCR pattern search and dictionary lookup
matching, fuzzy logic
Auto-indexing – barcode recognition, OMR, auto-fill from external SQL database,
pick lists, default values, auto-incrementing values, auto-date, auto-complete
SimpleCoversheet – create/print barcodes for automatic processing (site license)
SimpleSend – manage distributed scanning operations
Required documents audit
Bates stamping, software imprinting, auto-page numbering
Full-page OCR to MS Word format – for text editing, interactive correction option
Media Wizard – create searchable CDs or DVDs for
physical distribution.
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Office Document Capture
Document Solutions
Office Applications
Save As
Save As
Save As
Save As
eMail
Docsvault
Manager
Save As
Distributed Scanners
Save As
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Batch
Import
FILE
Shared
Directory
SimpleIndex
- Manual Fill
- Assisted Fill
- Zone OCR
- Point & Shoot OCR
- Rules-based OCR
- Barcode
- OMR
- Auto-Fill
SMARTi
Repository
Computer Output Archiving
Document Solutions
Host
Print
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Capture 
Print Streams
Reports, Invoices,
Statements
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SMARTi
Repository
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Report Bursting
Auto-Indexing
Barcode Insertion
Auto-Distribution
Data Mining
Full Text Search
SMARTi COLD Overview
Document Solutions
• COLD – Computer Output to Low-cost Disk
• High-volume, automated computer output capture and archiving
• Eliminates printing and manual distribution of internal reports
• Saves the cost of printing, paper, ink, microfilm, copies, multi-part
forms and postage – ROI in less that one year
• Instant access to exact replicas of printed reports, statements and
invoices from anywhere
• Reports from reports – exports selected report data to spreadsheets or
databases for sorting, reformatting, charting or data mining.
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SMARTi COLD Features
Document Solutions
• Standard print formats – ASCII, EBCDIC, PCL, PDF
• Adept Suite print formats – AFP, Metacode/DJDE, PS
• Conversion to searchable PDF – standard search, view, print, e-mail
• Event Scheduler – unattended data capture
• Affix barcodes prior to printing – for subsequent scanning with autoindexing
• ASCII report compression – 10 to 1
• Report distribution via workflow or eMail link to website
• Query and purge old reports
• Graphical report definer
• Original print stream archiving for on-demand job reprinting
• Advanced print spooler option for legacy systems
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SMARTi Adept Suite
Document Solutions
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“All Points Addressable” COLD/ERM capture and indexing
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APA printstreams – IBM AFP, Xerox Metacode/DJDE, Postscript
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Produces exact soft copy replicas of data, fonts, forms and graphics
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Input data stream preview
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Visual, interactive drag and drop creation of index extraction rules
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Visual font mapping
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Fast multi-threaded batch transforms
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Output files can be filtered or split into individual documents
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Searchable PDF final format
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SMARTi Workflow
Document Solutions
• Built-in document/work routing – simple to set up, simple to use
• Many applications – transaction processing, approvals, collaboration,
report distribution, eForms processing
• Document-centric – work items are SMARTi documents with case notes
(images, COLD reports, office docs, eMail, etc.).
• Secure work item routing – pre-defined users, roles, groups, states
• Optional notifications via eMail – reminders, timed escalation
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Invoice Approval Workflow
Document Solutions
Corporate
Accounting
System
No
START
CAPTURE
REVIEW
VERIFY
APPROVE
PAY
STOP
No
Mail Room
Receiving
Accounting
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Accounts Payable
Supervisor
Workflow
View
Administration
Windows
Help
Document Solutions
Case Notes
Accounting
Shipping / Receiving
Supervisor
√ Accounts Payable
Complete
Pend
Cancel
NA
Case Notes
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SMARTi Browser Client
Document Solutions
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Log-in, password, 128-bit SSL encryption
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Browse, Simple Query, Smart Query, Advanced Query, Full Text Search
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Search - Boolean, relational operators, wildcards, partial keywords, date/day ranges, file
extensions, includes/excludes, delimited search, hit list sub-search, save query, autorun
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Image OCR - for full text search of images
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View and scroll thru multiple contiguous documents of any type in a single PDF
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View multiple documents side-by-side
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View as PDF, XLS (Excel spreadsheet) or XML
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Up/down sorting of drawers, folders, documents and index fields
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Sticky-note annotations, workflow, running case notes
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My Cart - Checkout, Export selected data to Excel for data mining, PDF batch print, save or
email
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Change user password
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Email notification with URL link to secure browser client
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Automatic session termination
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Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
Document Solutions
Confidential Property of FileMark Corporation
PDF XChange Viewer
Document Solutions
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View, manipulate, annotate, eMail, save and print PDFs
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Zoom in/out, rubber band, magnify, fit, rotate
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Page thumbnails, bookmarks, annotation list and reply
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Annotations – highlight, cross-out, underline, sticky notes, callouts, text box,
typewriter, rubber stamps, redaction, drawing and mark-up tools
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Export to image, copy text and graphics, send as eMail
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Fill-in forms, export form data
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PDF text search
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And much more …..
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SMARTi AppConnector
Document Solutions
• Easy desktop application integration – makes SMARTi an extension to
any line-of-business application
• Automates document indexing and search – no re-keying of data
• Shows documents side-by-side with line-of-business applications
• User defined templates and user preferences – multiple document/folder
retrieval options, multiple auto-indexing options
• Simple, quick and safe – no code modifications required to line-of-business
applications
• Support for client/server, browser or terminal emulator applications
• Accessible APIs – DDE (desktop client), URLs (browser client).
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LoB Application Integration
Document Solutions
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Desktop Application Integration
Document Solutions
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SMARTi Records Management
Document Solutions
 Record classification
 Rules-based record retention, migration and disposition schedules
 Activity and audit logs
 Non-rewriteable, non-erasable storage management (WORM)
 User/group document access control and functional permissions.
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Administration Console
Document Solutions
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Disposition Stages
Document Solutions
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Audit Trails
Document Solutions
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WORM Hard Disk Archive
Document Solutions
• Adaptive – WORM software that works with any brand of storage hardware
• Secure Encryption – prevents any modifications
• Retention Support – strict file retention and disposition enforcement, configurable
policies for compliance
• Secure Erasure – supports transparent file shredding
• Integrates with MS Active Directory – supports single sign-on
• Affordable – best price performance
• Transparent – works with all applications, networks and databases
• High Performance – faster than EMC Centera and NetApp SnapLock proprietary
storage solutions
• Robust and Scalable – capacity growth from terabytes to petabytes
• Automated Archive – enables automatic Disaster Recovery, can automatically
create copies on removable optical media
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Enterprise Security
Document Solutions
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Document security
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Log-on, password (128bit SSL encryption on web client)
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LDAP security option, integrates with MS Active Directory for single sign-on
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User and group metaphor
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Allow or restrict document access by specific applications, drawers, folders,
documents, pages or record classes
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Allow or restrict document access by database query value and operator (like,
not like, is, is not, begins with, ends with, between, =, ≠, >, <, >=, <=)
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Functional security – grant or restrict access rights to specific functions by users
or groups (70+ functions)
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File storage – network file system or BLObs in database tables, WORM option
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Back-up, Disaster Recovery – database/BLOb replication
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FileMark Services
Document Solutions
• Installation and configuration
• COLD form overlay design, web conversions
• LoB application integration
• Annual maintenance subscription – technical support, periodic
product updates
• Data migrations – OS, DB, legacy systems
• Training – user, admin, on-site or on-line.
Confidential Property of FileMark Corporation
Document Solutions
Document Solutions
Transforming Business Documents into
Organized Information Assets
www.filemark.com
508-865-4844
Confidential Property of FileMark Corporation