Mobile OCR and Document Scanning
Here is a slide overview of the new features in SnapDoc 4.0, Ephesoft’s mobile SDK for Mobile OCR and Mobile Document Capture.
Here is a slide overview of the new features in SnapDoc 4.0, Ephesoft’s mobile SDK for Mobile OCR and Mobile Document Capture.
We have had several requests recently to show how we can help in processing contracts and extracting metadata. The below video uses Ephesoft Transact in two ways to process contracts:
Here is the overall Contract Management Solution:
We launched the first fully functional Capture as a Service (CaaS) offering in Microsoft Azure this week at the Microsoft Inspire Partner Conference. We were helped along the way by one of our larger partners, that had high demand for Capture as a Service, and we were seeing more and more requests for the intelligent processing of unstructured data in the Cloud. Below are some core benefits of our cloud offering:
Time to Value – On-premise software implementations can be a long-term journey and require additional budget for hardware, IT resource time and long budget cycles for capital expenditure approvals. With the Ephesoft Transact Cloud, your time to value is minimized and your intelligent capture platform can be up and running in a fraction of the time. Want to see how you can calculate a quick ROI on CaaS? See our recorded webinar here: The Ephesoft Effect
Cost of Ownership – Software as a Service (SaaS) reduces the overall solution cost of ownership by including support, and eliminating the need for hardware, backups, monitoring, dedicated administration and overall management. By including these costs in one recurring fee, complexity and overhead are reduced, and IT spend becomes more predictable.
Competitiveness – No longer is intelligent document capture only for large organizations with an army of IT folks. Now smaller organizations can have access to enterprise-class technology, and glean the all the advantages and efficiency to stay competitive, and challenge their larger rivals.
Gartner estimates that the annual cost of owning and managing software applications can be as much as four times the cost of the initial purchase.
Access to Innovation – with SaaS, access to the latest and greatest software is included. As Ephesoft improves its processing engine, you can immediately take advantage of the added efficiency. Your subscription provides continuous value, and appreciates over time as more features and functionality are added.
Scalability and Agility – the Ephesoft Transact Cloud is built for maximum scalability and agility. You can easily add more cores, features and processing power, depending on your requirements and needs. You can start small, and grow with our flexible subscription model.
Capture Anywhere – with the Ephesoft Cloud provides intelligent document capture anywhere, on any device. You can automate document processes with a browser, a smart phone or a tablet. This allows todays distributed workforce to access all the benefits Ephesoft can provide.
Read more on our offering in the Cloud here: Unlocking Unstructured Data: Document Capture, OCR and Scanning in the Cloud
We had a great webinar this past week, all about using the efficiency and automation in Ephesoft to drive reduction in errors, and cost savings. This rings especially true in the complex, unstructured world of invoice scanning and capture as it relates to software. See the webinar below:
We are ramping up our team for the Microsoft Inspire Conference (Booth 1237) in Washington, DC in a few weeks (July 9-13), and I thought I would put together some ideas on the power of Ephesoft technology when combined with Microsoft technologies. We have been working with several Microsoft Teams (Azure, SharePoint, Flow) to bring solutions to market, and provide extensive document-centric solutions to their partner and customer ecosystem. So how do we fit? I will outline a quick primer.
Ephesoft was founded in 2010 by leaders from the document capture industry that wanted to drive innovation and disrupt the legacy document automation space. The company has shown explosive growth through its unique perspective on taming unstructured content using patented complex analytics and machine learning. Its technology has garnered broad interest, and investment from top-tier firms like Fujitsu and In-Q-Tel.
At the heart of Ephesoft Technology is an engine that provides automated document classification and data extraction. Feed it documents from any source (fax, scanners, copiers, folders, legacy ECM systems, mobile devices, repositories) and it will do all the heavy lifting – sorting, separating, classifying and getting you the data you need to drive efficiency, productivity, automation and decision-making with minimal end-user intervention. Providing SaaS and PaaS solutions, and available on premise or in the cloud, the Ephesoft platform can provide great value to any size organization. Ephesoft has two products:
Ephesoft Transact – a transaction document capture platform for day-to-day document processing.
Ephesoft Insight – a document analytics platform for ingesting large volumes of existing unstructured content and extracting meaning.
Think of Ephesoft as an added intelligent document automation layer that can be placed on top of other technologies as a catalyst for automation. Below is a list of core technologies from Microsoft, and how Ephesoft can fit from a business perspective.
With SharePoint, Ephesoft Transact can be an intelligent on ramp for documents into SharePoint libraries. As a front end loader, Transact can auto-identify and route documents from just about any source, and make sure they wind up in the right library, as a searchable PDF, with all the important metadata extracted. It provides a standardized, repeatable process for adding any type of document to Microsoft SharePoint.
With Ephesoft Insight, SharePoint libraries can now be consumed and leveraged for Document Analytics. Insight provides the “document side” of the analytics equation.
You can get more information here:
Utilizing Ephesoft Web Services in the cloud, you can add intelligence to any Microsoft Flow workflow. Using the classification or extraction services, you can use Ephesoft Transact technology to “open up” documents mid-process, and make workflow branching decisions based on what you find. An example of a Flow use case here:
ERP and Accounting systems can leverage the power of Ephesoft in many different ways. As a processing engine, Ephesoft Transact can extract information from critical documents, like invoices or sales orders, and pass the information on to Dynamics. No longer will employees have to hand key information, and waste precious time. Along with time savings, data entry errors can now be eliminated through Ephesoft Transact’s validation and exception processing capabilities. More info:
Document capture and automation is a great fit for the cloud. Ephesoft’s web-based technology and RESTful APIs are cloud ready, and are available in Microsoft Azure. As a Cloud Infrastructure partner, Ephesoft has worked diligently to insure compatibility with Azure, and also to take advantage of all the cloud has to offer from a scalability and availability perspective. Read more on Ephesoft’s cloud platform:
This is just a short list of possibilities. Ephesoft’s products are built for partners, and have an open architecture to facilitate the building of portable solutions to add value and drive revenue. Come see us at Inspire (Booth 1237), or reach out to us directly for more information: Contact Us.
There are typically 3 types of invoice scanning software solutions that companies implement. If you need a quick primer before you read on, see our terminology page here: Invoice Scanning Software. Below are the 3 types of solutions:
This information can be extracted automatically through data extraction, and modern solutions use an analytics algorithm to improve accuracy and reduce end-user interaction with the invoice scanning process. Once again, all accounts payable invoice information is sent to an end resting place, and typically in this level of solution, the information is sent to an accounting system automatically.
3. Scan to Capture Invoice Header and Line Item Data – Top tier invoice scanning applications provide the ability to extract all the information on the invoice automatically. They do all of the above, and also provide line item/table extraction of invoice data. This extracted information can be used to compare the invoice to the purchase order, and provide line item matching capability. In addition, all OCR invoice data can be routed to an ERP or accounting system for update.
There are tools, like Ephesoft Transact, that can provide all 3 invoice scanning solutions without the need to add additional modules or components.
I have been working with several of our MFP/Copier partners, and wanted to put together a video demo on how to use copiers to train Ephesoft when it comes to our machine learning engine. This demo shows how you can use our document analytics engine and train HR documents.
I spent this week at the AppianWorld Conference with one of our great partners, GxP Partners. GxP has done some really cool things with Ephesoft Transact, through leveraging our open capture platform and OCR & Extraction web services to create ApnCapture. The solution is tightly tied to a previous article I wrote Document Capture+BPM, and below
is a quick summary of the value of using intelligent document capture with any workflow tool:
With the rise of Document Capture as a Platform (CaaP), there is an enormous opportunity for organizations to leverage the power of capture as an intelligent document automation component to any business process or workflow solution. Here are the core use areas of document capture and automation with any Business Process Management System (BPMS):
2. Mid-stream – What about activities during the workflow? Ones that are necessary mid-process? This is where the true power of a “platform” comes into play, and it requires a web services API (See other requirements of a Capture Platform in this article: 6 Key Components of a Document Capture Platform). Some examples of activities that can be accomplished through a capture platform API in workflow:
As you can imagine, this can provide extreme customization in any process that requires document automation, and can reduce end-user input, create added efficiency, and once again add that second dimension of intelligence after the workflow has begun. You can see an extensive list of API operations here: Document Capture API Guide
3. The “Post” – Depending on the process and requirements, a “post-process” capture may be in order. Most capture platforms have extensive integrations with 3rd party ECM systems like SharePoint, Filebound and Onbase, and can be leveraged as an integration point to these systems. In addition, there is a new wave in the big data and analytics world, with a focus on data contained within documents. Routing documents and data to analytics repositories can help organizations glean important insight into their operations. If you choose a capture platform with a tied-in document analytics component, this can be accomplished automatically.
So, how did GxP implement ApnCapture and integrate with Appian? Below is a series of screen shots as an overview from start to finish:
The capture process is initiated from any document source Ephesoft supports:
Those documents are processed, and if there are no confidence issues, they pass right through the process. If there are issues that require end-user correction or validation, users can access document batches through the ApnCapture Batch Report.
Clicking any line in the Appian produced form interacts with Ephesoft Web Services to open a validation and review screen.
Extracted data is then sent into Appian and can be used for all types of purposes: adding intelligence to workflows, enhancing business rules with data, and leveraging documents for approval and review.
Finally, all the extracted data can provide a deeper view of any process that is capture enabled.
To find out more about Intelligent Capture and OCR for Appian, contact GxP Partners.
The new General Data Protection Regulation (GDPR) is set to replace the older Data Protection Directive in the EU on May 25, 2018. This new roll out of privacy protections for EU nations has broad and expansive implications for any company within the realm of the EU, or those that process EU citizen information and data. Here is a summary of the major changes:
There are a set of core subject rights that apply, and below is a quick summary:
So, with that quick outline, imagine the implications of millions of application documents with personal information that are breached. What about the accidental scan of medical records to an insecure document sync folder? Or the directory of millions of scanned documents that have a few documents with private information?
Organizations need a two-pronged approach to prevent the document minefield. So, to get this under control, and mitigate risk, there are really two types of technologies that need to work hand in hand.
First, a document and content capture technology that works as an ingestion point for new content and existing document-centric processes. This form of enterprise input management can be placed as an non-invasive automation layer to flag/identify suspect content and provide reporting capabilities around private information for compliance. Once again, focused on day forward transactions.
Second, is a solution to crawl existing repositories to classify, extract and identify documents that pose a risk. This technology can work hand in hand with the transactional layer to build machine learning profiles, and establish analytical libraries of document and data profiles so the analytical side can become proactive and preemptive. This can be a critical step in identifying possible legacy documents that house private information that could be subject to GDPR fines.
So, where does Ephesoft fit? We have two products that span the transactional and analytical requirements to help organizations capture, classify, identify and visualize their documents in a broad sense, and comply with GDPR privacy rules.
As Enterprise infrastructure gets more and more complex, especially with a move to cloud content and line of business systems, organizations struggle with creating what I will call an “Intelligent Document Transport” layer. The ability to move documents from system to system and maintain data integrity and standardization is paramount to driving organizational efficiency. With 72% of larger organizations having 3 or more repositories, and 25% having 5 or more, allowing a seamless interchange of documents and data seems more like a dream than an actual reality. In addition, legacy, in-place capture systems just lack the modern web service oriented architecture to allow the adaptability and flexibility required to work with modern cloud infrastructure. These “Fat” client applications are often laden with complex, host-based SDKs and legacy code, requiring extensive development cycles and specialized skill sets to extend and integrate. Here are some of the core challenges in organizations lacking this transport/integration layer:
So, what is required to eliminate these challenges and create an efficient document transport layer to connect people, departments and systems? In my previous post about the new keys to digital transformation, companies are realizing the benefits of new age application architecture: open modular platforms, cloud adaptive technology, scale up and scale down and rapid deployment. New age document capture and analytics platforms, like Ephesoft Transact, encompass these modern traits, and help create a smooth and efficient document transport layer through the following:
New age capture technologies breakdown the barriers that exist, and create a “borderless” Enterprise, and allow the exchange of documents and their associated data to enable improved efficiency and productivity. Thoughts?