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The Kofax Solution Storyboards - A Sales Person's Perspective

Holger Schreyer Director PreSales EMEA Central & Emerging Markets

Solution Storyboards Kofax Partner Connect 2013

Agenda
Why do we use Storyboards?

What are Storyboards?


Which Storyboards are available? Storyboards for Kofax Partners

Learning from other peoples mistakes

Better no demo than a

bad demo

Just because you can

doesnt mean you should


from a demonstration perspective, Just because you could show something doesnt mean you should show something

Learning from other peoples mistakes

There are old pilots and brave pilots

there are no old brave pilots


from a demonstration perspective Dont take risks in a demonstration

Learning from The Masters

The more I practice

the luckier I get


Gary Player, Widely regarded as one of the greatest players in the history of golf.

What are Kofax Storyboards?

Storyboard Overview

Storyboards are Sales Tools developed by Kofax EMEA Pre Sales Each Storyboard is designed to support the solution sale for: Kofax Point of Origination solutions Kofax Mailroom solutions Kofax Invoice Capture Processing solutions Kofax Capture Enabled BPM solutions Kofax Case Management (FoI, Government Scenario) and more Localized UI and PPT for six languages now

Slide 7

Storyboard Structure

1. PowerPoint slides 2. An actual physical demonstration environment (VMware)


Hardware and software infrastructure content (Kofax batch class, images, any supporting software ) 3. Step by step guidance on a specific Storyboard scenario Create this batch class, use these images Show this feature, highlight these points

Slide 8

Getting to know the value of Storyboards - 1

Storyboard PowerPoint slides consists of Four Sections: The Challenges faced in your business: How Kofax can address these challenges: A use case: The demonstration: 1. Provokes discussion 2. Showcases a solution 3. Sets the scene for the demo 4. Using fully functional software (or slides)

Getting to know the value of Storyboards - 2

Storyboards include a Live Use Case VM demonstrations and scripts:


Full VM Environment: Fully documented Script: Demo incl. in the PPT: Demonstrates the Use Case live Step by Step guide through the demo Slides can also be presented by a Sales Person if the Pre Sales Engineer is not available The VM environment can be adapted for the Opportunity

Adaptable:

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Storyboards for Kofax Partners

Pre-built Kofax Storyboards and demonstration environment

Increase bandwidth and qualified

Sales opportunity pipeline

Whats New in Storyboard Version 2.1


New Versions and Updates Kofax Capture 10.0.1.2 Kofax Transformation Modules 5.5.2.6 Kofax Transformation Thin Client Server 5.5.2.1 Kofax Front Office Server 4.0.0.1 Kofax Import Connector 2.1 Kofax Web Capture 10.3 Kofax TotalAgility 5.5.0.10 Kofax VRS 5.0.1 Support for Kofax Mobile Capture 1.1

#1

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Whats New in Storyboard Version 2.1


New Capture Enabled BPM Storyboard

#2

Government Freedom of Information


Based on use cases around EU laws

(refer to http://en.wikipedia.org/wiki/Freedom_of_information_laws_by_country)
Process orientated Storyboard with KC, KTM and KTA

Optimizations of Boot Time Memory Usage Performance

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Storyboard Overview

Each Partner at the Kofax Partner Connect will get a USB stick

with all the Kofax Storyboards for Partners


Each Storyboard is designed to support the solution sale for:

Kofax Point of Origination solutions


Kofax Mailroom solutions Kofax Invoice Capture Processing solutions

MAIL PofO INV

CeP

Kofax Capture Enabled BPM solutions


Kofax Case Management (FoI, Government Scenario) and more Localized UI and PPT for six languages now

FoI

Slide 15

Storyboard Point of Origination


Scenario
A German construction company and one of its subcontractors

in UK are exchanging different kinds of documents through different channels of a Kofax Solution
This Storyboard demonstrates the breadth of the Kofax Point

of Origination technology and strategy


Different input channels leveraged for B2B collaboration Mobile (or Fax) Web Portal Multifunction device Email
INV MAIL PofO FoI CeP

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Storyboard Point of Origination


In this Storyboard leveraged Products
Microsoft Windows 2008 Microsoft SharePoint 2010 Microsoft Office 2010

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Storyboard Point of Origination - Functional Details


Integration with Kofax Front Office Server 4.0 for MFP integration Mobile Capture Integration

Integration with Kofax Web Capture 10.3 Sample web portal for Scan via Twain emulator/direct connected scanner Upload of documents to the portal Integration with Kofax Import Connector 2.1 using Email Import Web Service (for KWC)
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MAIL PofO INV

CeP

FoI

Storyboard Digital Mailroom


Scenario
A bank with multiple subsidiaries is receiving customer

correspondence in many formats. This ranges from structured forms to unstructured letters, through multiple channels (email, paper) and several languages into their central back office operation
This Storyboard demonstrates classification, extraction and human

interaction for review, correction and validation in a multi-step process


Featured Benefits
Cost saving through automation / STP Improved data quality through comphensive business rules Increased productivity with automation and efficient exception
MAIL PofO INV FoI CeP

handling

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Storyboard Digital Mailroom


Featured Products
Microsoft Windows Server 2008 R2 Microsoft SharePoint 2010 Microsoft Office 2010 Kofax Import Connector - Email

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Storyboard Digital Mailroom - Functional Details


Email-Import with conversion to PDF1 Import TIFF files with conversion to PDF before export2 Classification based on layout and content3 Document review to review/correct classification results3 Automatic customer data matching & extraction3 OCR Correction for forms3 Validation of recipient, customer and other fields3 Auto-completion for manual fields Automatic prioritization (egocentrism, black-list) Export to Sharepoint2 1 = KIC 2.1, 2 = KC 10, 3 = KTM 5.5, 4 = KCEC Sharepoint
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MAIL PofO INV

CeP

FoI

Storyboard Invoice Processing


Scenario
A company with multiple subsidiaries is receiving vendor invoices

through multiple channels (paper, email, print spool, EDI) and in several languages in to their central back office operation
This Storyboard demonstrates extraction and human interaction

for validation and automatic learning in a multi-step process


Featured Benefits
Cost saving through automation /

straight through processing

MAIL PofO

CeP

Improved data quality through comprensive business rules Increased productivity with automation and efficient

exception handling

INV

FoI

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Storyboard Invoice
Featured Products
Microsoft Windows Server 2008 R2 Microsoft SharePoint 2010 Microsoft Office 2010 Kofax Import Connector - Email

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Storyboard Invoice - Functional Details


Email-Import with conversion to PDF1 Interception of print spool and import of EDI documents5 Import TIFF files, conversion to PDF before export2 Validation to review/correct extraction results and business rules3 Automatic vendor and company code matching & extraction3 Validation of recipient, vendor and common invoice related fields3 Auto-completion for manual fields Mandatory fields, table extrapolation Automated Online Learning in validation3 Export to Sharepoint2
INV MAIL PofO FoI CeP

1 = KIC 2.1, 2 = KC 10, 3 = KTM 5.5, 4 = KCEC Sharepoint, 5 KET


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Storyboard Capture Enabled Business Process Management


Scenario
This scenario shows how an Kofaxs automated case management

system can handle a claim consisting of different user roles, subcontractors and customers. Notifications with links and documents will inform the process users about the status and process steps.
Different input channels and different user roles handle the claim
Letters via scan client Claims Handler
MAIL PofO INV FoI CeP

Letters via Mobile Capture Supervisor

Email

Account Payable Loss Adjuster

Car Repairer
Customer
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Storyboard Capture Enabled Business Process Management Products used in this Storyboard
Microsoft Windows 2008 Microsoft SharePoint 2010 Microsoft Office 2010

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Storyboard CeBPM - Functional Details


Integration with Kofax Total Agility 5.5 SharePoint Integration

Integration with Kofax Front Office Server 4.0 for Mobile Capture Integration

Integration with Kofax Capture 10 Kofax Transformation Integration Kofax Capture platform Kofax Import Connector with Mail Integration
INV MAIL PofO FoI CeP

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Storyboard Capture Enabled Business Process Management - FoI


Scenario
This scenario shows the process for a Freedom of Information

Request with different user roles, such as case worker, citizen and department leader. Notifications with links and documents will inform the process users about the status and process steps, as well as a citizen interactive screen.
Different input channels and different user roles handle the claim
Letters via scan client E-mail Citizen Case Worker
MAIL PofO INV FoI CeP

Data input via web form Department Worker


Department Leader

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Storyboard Capture Enabled Business Process Management - FoI


In this Storyboard leveraged Products
Microsoft Windows 2008 Microsoft SharePoint 2010 Microsoft Office 2010

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Storyboard - CeBPM FoI - Functional Details


Integration with Kofax Total Agility 5.5 SharePoint Integration Citizen interaction via web forms

Integration with Kofax Capture 10 Kofax Transformation Integration Standard Kofax Capture Scanclient Kofax Import Connector with Mail Integration
MAIL PofO INV FoI CeP

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Extending Storyboards Impact to drive Partner revenue

Analyze & Understand

Train your

Sales & Pre Sales

Thank you !