Presented By: Steven Chenery Chief Executive Officer

PSIGEN PSI:Capture Scanning and Capture Onramp Solution for SharePoint Steven Chenery

Who is PSIGEN? Founded 1995 Mature capture company Innovative Capture Focus on Automation Integration with 50 + ECM systems

Who uses PSIGEN products?

Capture vs. Scanning A scanning application is just a means to take paper, and quickly and easily convert it from paper to digital form. They are well suited to environments with very basic needs, and what I call "onsie-twosie" scanning, or low volume environments. Capture software can be utilised for basic scanning needs, but takes you to a whole new level from a "capture" perspective. These applications typically have a number of ways to "slice and dice" documents, and really focus on efficiency, and minimising the time required to scan, index and capture data.

The SharePoint Capture Equation

Automate and Standardise Dynamically route documents based on document/metadata to sites, libraries and folders Dynamically build standardised folder structures and file naming schemes Automatically set content type based on document characteristics or metadata

12332 ATT Automate and Standardise

Auto-creation Capabilities Automatically create SharePoint entities at migration time: – Libraries – Folders – Lists Will check for existing, if not there, it will create

True Integration SharePoint Lookup Provider allows you to run database lookups to SharePoint libraries, lists and choice lists.

Multiple Records and Data Sets List linking technology now allows migration of multiple sets of data within an Office 365 list to be linked to a single document library item.

What Solution do you need to provide today? Bates Stamping Redaction Searchable PDFs Invoice Processing OCR ICR Barcode Reading ECM Onramp SharePoint Forms Processing Fax Routing Document Routing PDF Document Assembly OMR

PSI:Capture Architecture – Single user Capture, Index, QA, OCR, ICR and Migration

PSI:Capture Architecture – Multi User

Supported Migrations ▪ Document Server (Alchemy) ▪ eDocs (Hummingbird) ▪ Content Server (Live Link) ▪ Fax Server (Rightfax ) Text Database

Fortune 500 Mining Company SharePoint 2010 Farm at HQ 6 Worldwide locations Network Scanners Hybrid Model Invoice Processing Features utilized: – Dynamic site, library and folder routing – Standardised file naming – Advanced Data Extraction – Hot folder processing

Large Law Firm SharePoint 2010 Mailroom Processing Production Scanners for high volume Routing Sheets Features utilised: – Dynamic site, library and folder routing – Standardized file naming – 2D Barcodes – Dynamic content types – Auto-build of term store

Document Migration 200GB of files 2.65 million pages 175,000 PDF Files Metadata extracted from folder structure, along with DB lookups Sent to hosted SharePoint with customised foldering, file naming and column population Documentum to SharePoint 2010

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