#SummitNow Capturing your Content November 14, 2013 Pat Myers – Zia Consulting

#SummitNow Adoption Is Key Traditional ECM was overly complex Overly complex processes Hard to get right Commodity software changed the game Companies make software easy at home so user expect the same at work

#SummitNow Hard Native Classification and Data Entry is tedious Place in right location - Taxonomy Set Document Type (Required Fields?) Set Metadata Start Business Process

#SummitNow Better Making it easier Prompt user at upload Automate through workflow Kick off business process etc

#SummitNow Also Better Traditional Capture Automate the capture process Exception handling – automate the rest Export/Release into your repo Do the ‘Right Thing’ in your repo

#SummitNow Traditional Integration Doc Processing Transactional Content Management Classification and Content Extraction Content Store/ Records Management Mobile Content Anywhere

#SummitNow Ephesoft PAPER DOCS E Files Social Security # DateAmount Purchase Order # Address 2. Learn from samples 3. Classify incoming documents and extract information 1. Identify document types LOANAPPLICATION IRS 1040 APPRAISALINVOICELETTER 4. Export & Alfresco

#SummitNow Is 68% of our information junk? How do you distinguish what matters?

#SummitNow Make it Easy Automate it Drop it and forget it Automatically kick off workflow Automatically set retention … and more

#SummitNow The Calls OCR Classify based on OCR Key Value Extraction

#SummitNow The Sequence

#SummitNow Aspects

#SummitNow Capture Called to Action Reusable throughout the Alfresco Framework Wrap them in transactions

#SummitNow Action Implementation

#SummitNow Action Repurposed - Rule

#SummitNow Action Repurposed - Activiti

#SummitNow Other Web Service Calls Create Searchable PDF Classify and Extract from Barcode Regular Expression Extraction Fuzzy DB Lookup Admin Functionality More… Ephesoft Wiki

#SummitNow Things to consider Review and Validation Asynchronous requests Lifecycle Management

#SummitNow To Do HOCR is Rendition ImageMagick transformations Implement more services

#SummitNow Q&A

#SummitNow