Client Challenge

Hundreds of thousands of documents of all types - paper, emails, file attachments, faxes, etc. – may reach an enterprise business every day, especially when customers are mainly private consumers or end users. Typically, this incoming information is a mixture of known forms, semi-structured accounting documents and totally unstructured letters from customers, all appearing with either printed or handwritten text information.

 

A primary challenge of running satisfactory operations is processing these documents, as they are received, in a standardized and efficient way that will quickly start activities triggered by the content of these documents. Goals for efficiency may include short STP rates for incoming documents, handling daily or monthly peaks without excess additional personnel, and easy distribution of various data completion work throughout an organization.

Offer Description

The rich Capture Framework from ISIS Papyrus provides all the necessary out-of-the-box Capture Standard processes. Based on the powerful and meaningful Papyrus Objects Metasystem Architecture and Papyrus WebRepository infrastructure, the solution includes built-in database (Depot), Papyrus EYE GUI for Manual Verification of Recognized Data via desktop or Web Portal, interface with all types of documents and data with more than 20 available adapters. Further, innovative mechanisms like patented “User Trained Agent” (UTA) allow user-guided setup of approved Capture workflows.

 

 

The User-Role-Privilege Concept is the basis for granting each user in the system the specific rights to see, change and entry the data he/she is authorized for. The Papyrus EYE UI masks for Document handling and Data Verification are highly customizable to follow your CI standards and business requirements.

 

As all functions for recognition definition (Designer/FreeForm) and application definition are fully documented, your efficient data capture solution can be customized by your staff after appropriate training or by experienced ISIS Consultants.

 

Typical automation rates of 60-90% allow you to improve your business from the first minute you implement ISIS Papyrus Capture.

Value Delivered

Key Features

• Automated classification of incoming documents across channels
• Paper, email, Web, FTP or fax
• Self-learning system optimizes automatic classification to nearly 100% for incoming invoices
• Automated reading of letters, invoices or forms with OCR/ICR
• Recognition for barcodes, plus printed and handwritten documents
• Multilingual documents and GUI support
• Manual correction mask
• Three methods of page classification
• Document Sorter to combine all elements belonging to one document
• High-Capacity data extraction tools
• Geometrically structured documents (“Server/FixForm”)
• Unstructured documents (“Server/FreeForm”)
• Rules and processes defined in the Papyrus Desktop
• Executed by the system, including highly important dataset validations
• Workflow definition and execution for exceptions, corrections and approvals
• Integrated security
• Authentication, authorization, auditing, encryption, HTTPS
• Digital signature PKI support
• Business application, legacy system and storage integration
  
• Wide range of Adapters and Typemanager interfaces
• Comprehensive document and object support - MS Office, SMS, chat session, wiki pages, HTML, XML, PDF, audio, video, CAD/CAM, X-ray, photos, etc.
• Seamless integration to Papyrus WebArchive or any other third-party vendor archive
• Node-based architecture
  

 

Key Benefits/Value

• Enterprise-level software solution for consolidation, integration and automation of capture activities
• Increased efficiency by reduction of manual classification of incoming documents across channels
• Paper, email or fax
• Invoices and bills, delivery notes, work confirmations, orders, credit notes
• Improved accuracy and customer response through automated, rules-based recognition
• Compliance for required data verifications and response guidance
• Fast implementation of processes and changes = lower cost of ownership
• ROI potential within 12-18 months
• Highly automated process offers process agility and flexibility
• Same process independent of input channel type
• Applicable for central and decentralized organizations
• High level of personalization based on document or content types
• No database administrator required
• Platform and input channel independence
• Multi-platform scalability

 

Client Challenge

Manufacturing and trade organizations have high volumes of varying goods delivered by many different suppliers. They need to manage, control, monitor and automize processes from the point of entering an order to delivery and payment. Optimization potentials to increase efficiency are:

 

• Significant reduction of manual classification of incoming paper, email or fax documents, such as invoices and bills, delivery notes, work confirmations, orders and credit notes
• Consolidating departmental requirements for access to volume discounts, minimum order quantities and shipping efficiencies
• Monitoring of actual goods received to shrink expenses that reduce margins due to missing goods in the delivery
• Preventing payment duplication or billing for incomplete shipped orders
• Compliance with manufacturing or trade-based completion deadlines and supply chain management

 

Value Delivered/Characteristics

• ROI potential within 12-18 months
• Self-learning system optimizes automatic classification to nearly 100% for incoming invoices on paper/fax/email attachment
• Fast implementation of processes – lower cost of ownership
• Enterprise solution - enables consolidation and high personalization
• Strong integration with legacy, ERP, CRM, ECM and Web-distributed solutions and mobile communications (iPhone, BlackBerry)
• Integrated, end-to-end straight through processing (STP) of inbound and outbound business communication
• Platform and output channel independence
• Control of payment terms and discount opportunities
• Reduced cost - dispute management, monitoring of goods received and payment stops
• Empowering business users - increased productivity
• Integrated security and authorization
• Multilingual documents and GUI support

Offering Description

The business application covers the core P2P process requirements, while being highly customizable by definition, from order entry in operations (manufacturing or stock) to order processing in purchasing. Rules and processes are defined in the Papyrus Desktop and executed by the system ensuring compliance of purchase policies, e.g., approval of orders or payment stop due to undelivered goods.

 

Characteristics:
Highly automated process offering process agility and flexibility

• Direct entry of requisition orders in a form
• Automated and multi-lingual reading of delivery notes and invoices with OCR/ICR including manual correction mask
• Reduced manual steps in the process (“date of goods receipt”, “date of invoice received” and “cost center” can be captured digitally)
• Deposited rules trigger workflows, e.g., approved requisition order allows purchasing to process order payment and fulfillment
• Dispute management: follow up of missing goods to reduce expenses
• Closed-loop, self-learning processes in the system enable continuous improvement
  
• Integration with ERP system, i.e., SAP producing outgoing bills with the same system

Additional capabilities

• “Order to Cash”, Mobile device connectivity
• Automated Customer Response Management (incoming request/outgoing response)

 

TransPromo & Campaigns

Client Challenge

Enhancing customer communication by transforming transaction documents into a marketing opportunity. Dynamically including highly customized and personalized marketing messages in bills and statements using available white space on each page. Reports for marketing to targeted groups and monitoring the success of every promotion for follow-on promotions. Faster time to market as marketing and business define messages and target groups without IT dependency. Control and recognition of return inbound calls, emails, faxes, letters and automatic execution of the best process for timely and consistent response.

Offer Description

The Papyrus TransPromo/Campaigns solution uses standard software as a platform, enabling fast development of highly personalized business documents with targeted and personalized marketing messages. These messages are defined and created by the marketing and business groups using Papyrus Desktop/WebPortal and managed, tracked and monitored throughout the entire lifecycle by the centrally stored campaign definitions in the Papyrus WebRepository. The high-speed formatter Papyrus DocEXEC for batch, online and user-interactive documents builds output in AFP and PDF on 11 platforms for high-quality consistency across print, email and Web delivery.  

 

Value Delivered

Key Benefits/Value

• Cost savings by using available white space on bills, statements, letters, etc.
• Enhanced customer communication with personalization, relevancy
• Faster time to market and and increased revenue
• Improved customer retention
• Reuse of marketing messages, rules and more over multiple campaigns
• Documents easily enabled for targeted promotions
• Transaction-embedded message captures customer’s attention  
• Optimized resources – business drives highly individualized response and financial results while IT provides data and project management
• User management, auditing and sign-off  
• Customized campaign evaluation and measurement

 

 

Key Features

• Simple-to-use GUI for marketers (Web or desktop)
• Marketing Zones
• Manage fixed or dynamic white space
• Facilitate multiple message areas (rules, text, images)
• All document variables accessible to marketing, as authorized
• Message and response tracking throughout feedback loop
• Test output using stickers to show which message has failed or succeeded
• Message selection, tracking and reporting
• Content management functionality
• Central storage and management of building blocks - text, images, photos, etc.
• Versioning of data, logic, text, images and validation (from/to)
• Data interface via Typemanagers supporting different databases
• Flexible formatting options
• Full- and spot-color support for print, e-mail and Web presentment
• Multi-language support with spell check and hyphenation
• Integrated Response Workflow – Closed-loop outbound and inbound campaign
• Data capture, recognition and classification of incoming mail (paper, e-mail, fax)
• Seamlessly integrated multichannel output management (print, e-mail, fax, Web)
• Archiving for customer Call Center retrieval and Web delivery with URL in document