Microsoft Flow

Ephesoft Automation for SharePoint, Azure, BI, Flow and Dynamics

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.

Just Who Is Ephesoft?

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.

Just What Does Ephesoft Technology Do?

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.

How Does Ephesoft Fit With Microsoft?

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.

Microsoft SharePoint and Ephesoft

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:

Ephesoft/SharePoint Integration

Email Classification with SharePoint

Microsoft Flow and Ephesoft

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:

Ephesoft and Microsoft Flow with SharePoint Online

Scanning to Microsoft Flow

Microsoft Dynamics and Ephesoft

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:

Ephesoft Accounting ERP Solutions

Microsoft Azure and Ephesoft

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:

Ephesoft Capture in the Cloud

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.

Using Ephesoft Web Services with Microsoft Flow

This is part 2 of my video series on how to add intelligent capture automation to Microsoft Technologies with Ephesoft Transact. The first video (Scanning to Microsoft SharePoint Online and Microsoft Flow) provides a way to front-end processes through web-based scanning for SharePoint. This demo video below uses Ephesoft’s Web Services to auto-classify documents and add intelligence to workflow.

SharePoint Web Scanning and Microsoft Flow

So, I thought I would share some of the capabilities around scanning to SharePoint Online and using Ephesoft Transact as a front-end web scanning tool for Microsoft Flow. In my post about the 3 areas of integration with BPM and workflow tools (BPM and Intelligent Document Capture) , I talk about using intelligent capture as an onramp for workflow tools, and using machine learning and classification to add an additional intelligence layer. The video below shows this concept, and uses extracted data and information to make Microsoft tech “smarter”.

Document Capture Insights

Using Ephesoft to Add Intelligent Automation to Microsoft Technologies