1. Capture This! PO105 James Green

2. Table of Contents Capture Overview Laserfiche Tools Case Scenarios Questions and Answers

3. Table of Content Capture Overview Laserfiche Tools Case Scenarios Questions and Answers

4. The Big Picture

5. Capture Defined Comprehensive scanning and electronic document import options that process information for efficient electronic retrieval, distribution, and integration.

6. Structured Vs. Unstructured Data Structured data will have a some combination of the following: –File name –Folder Structure –Template Assigned –Populated Template Fields Structured data will make it easier to find data Critical when Laserfiche is in a supporting primary applications

7. The Business Case for Capture Studies have shown the most expensive part of the implementing the system is document capture Save money by reducing the need for physical document preparation, indexing, and filing Increase organizational efficiency and security by moving paper documents through an electronic workflow

8. Table of Content Capture Overview Laserfiche Tools Case Scenarios Questions and Answers

9. Scanning Capture Tools Laserfiche Scanning (Basic / Standard) Web Access Scanning Quick Fields Scanning

10. Scanner Sources TWAIN Laserfiche ScanConnect (ISIS) Kofax Scanning (ISIS) Universal Capture Laserfiche Capture Engine (Quick Fields)

11. Laserfiche Scanning Basic Simple Interface Easy to Use Minimal Configuration Standard Document Revision Advanced Image Enhancements Efficient Batch Processing

12. Quick Fields Capture Identify Process/Enhance Index Quality Assurance Filing

13. Quick Fields Agent Increased Automation Increase Efficiency Schedule Multiple Quick Fields Sessions Distributed Capture and Centralized Processing

14. Snapshot Printer for Laserfiche Eliminates need to out paper documents Creates searchable text Electronic Document Capture (Shadow TIFFs) Third Party Applications (any software you can print from windows with).

15. Import Agent Schedule document capture from a wide range of sources. –FAX –MFP –Web Folders / FTP –Electronic Document Import Agent allows you to watch a Windows folder for new documents, providing flexibility when choosing a capture source –Different Profiles (caller ID)

16. Table of Content Capture Overview Laserfiche Tools Case Scenarios Questions and Answers

17. Police Departments

18. Scenario 1 – Police Departments Challenges Preventing unauthorized viewing/release of confidential documents Staff hours spent on repetitive data entry tasks, indexing, manual searches Lost or misfiled case documents Delays in information access for officers responding to emergencies

19. Scenario 1 – Police Departments Capture Officers scan accident reports which are automatically filed and indexed Any documents related to the initial accident report that are scanned thereafter are automatically sent to the correct case folder Appropriate retention schedules assigned

20. Scenario 1 – Police Departments Retrieval Secure WebLink connection from police cars, satellite locations Simultatnous Access Queries by case number using hot-key integration Command sends cases to detectives, records clerks and administrators for further review

21. Scenario 1 – Police Departments Advantages Automatic filing frees staff from repetitive tasks Allows users to instantly retrieve documents from their desks and over the web Put more officers on the streets armed with complete information

22. Scenario 1 – Police Departments Laserfiche Tools in Action Laserfiche Scanning Quick Fields –Zone OCR –Bar Code –Manual Entry (Case Number) –Real-Time Lookup

23. Broker Dealers

24. Scenario 2 – Broker Dealers Challenges Independent agents remote locations. Delayed processing of new account forms and other records Need to retrieve books and records on demand Improve customer service

25. Scenario 2 – Broker Dealers Capture Distributed Capture Reps scan new account forms from their local offices –Standardized Forms Central processing, Quality Assurance, Filing Reps given the ability to scan appended pages to existing documents

26. Scenario 2 – Broker Dealers Retrieval Secure Web Access connection using SSL –Weblink for Clients Client data easily managed/viewed in customized folder structure Queries by templates

27. Scenario 2 – Broker Dealers Advantages Automate processing and minimizes delays between steps Cost of physical transport of documents minimized Compliance simplified with the SEC, NASD

28. Scenario 2 – Broker Dealers Tools in Action Web Access Scanning Import Agent – Lots of different sources from different RIAs –Fax (No need for formal scanner) –MFP Quick Fields –Barcode, Zone OCR, Forms, Real-Time Lookup Quick Fields Agent

29. Table of Content Capture Overview Laserfiche Tools Case Scenarios Questions and Answers