Imaging and Workflow Solutions

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Imaging & Workflow

description

Our Solution is unique in that it empowers your organisation with a single view of a customer, where all business-critical information can be located and routed using a single query, and displayed in a single universal viewer, across the enterprise, or over the web. The IDM securely and permanently stores critical business information in a permissions environment, safeguarding the content from disaster and misuse.

Transcript of Imaging and Workflow Solutions

Page 1: Imaging and Workflow Solutions

Imaging & Workflow

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In the corporate, private and government

organisations, information is the key to business

success and the fuel that drives the organisation. The

sheer volume of information accrued and processed

by organisations daily results in gigabytes of digital

data and volumes of paper-based documents that

become increasingly hard to manage and control.

Although modern technology is pushing us into a

future where paper documentation is becoming less

prominent than their electronic counterparts, the

issue still exists in the successful management of this

information digitally, and this, indeed, is the key to

success for any organisation – the successful

digitisation, management and viewing of information

through one unified solution.

We at Sybrin understand the need for organisations to

manage their information in the most efficient ways

possible, and have developed and perfected in the

past 21 years an industry-leading system designed

around the capture, indexing and viewing of this data:

our Imaging and Workflow solution.

Using Sybrin to realise a Single View of ALL business intelligence

The Sybrin Way

Sybrin's Imaging & Workflow solution forms part of

our IDMS, or Integrated Document Management

Suite. It is a focussed and purpose-designed solution

that is explicitly developed to capture documentation

in digital format, manage pre-existing digital

documents, aggregate and index it into a unified

database and present it to users in a single interface,

or VIEW. Once all information is unified in our

database, unique and intuitive workflows can be

created around information, guiding users from one

document to the next in a simple step-by-step

fashion.

Imaging & Workflow

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Our Solution is unique in that it empowers your

organisation with a single view of a customer, where

all business-critical information can be located and

routed using a single query, and displayed in a

single universal viewer, across the enterprise,

or over the web. The IDM securely and

permanently stores critical business information in

a permissions environment, safeguarding the

content from disaster and misuse.

Imaging: attaining a Single View

Organizations typically have customer data spread across many systems. It

is fragmented and often inconsistent. This makes it difficult for organizations

to understand the true value of customers, their likely behaviour, their needs,

and also the risks associated with them. Without a single view of those

customers, organizations are in the dark and cannot effectively retain

customers, cross-sell to them, deliver the right customer experience to them, or

manage the risk associated with them. Some form of single customer view is,

therefore, fundamental to managing customer relationships.

”- Gartner, “Creating the Single Customer View with Customer

Data Integration,” by John Radcliffe, 2006

One VIEW to ALL

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Imaging & Workflow

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Getting to a holistic view of your customer requires a

data integration effort as you pull information from

several different sources. Sybrin is unique in that it

provides clients with a framework of modules to

manage ALL sources of information in one easy to use

repository.

What file formats are supported?

The short answer:

Sybrin's Imaging & Workflow solution can manage all

of these document types, including many others:

Anything.

E-Banking Solutions

Customer Interfaces

Sybrin Corporate-to-Bank Smart Client

Mobile Financial Services:

Internet Banking

Smartphone Applications

Mobile Banking

Micro Banking

Mobile Remittances

Statements & ASCII Data

Statements and Reports

MI Data

Template / ASCII data overlays

Electronic Documents

EFT Instructions

SWIFT Transactions

Digital Photographs

Microsoft Office Documents

Letters, memos, spreadsheets, notices, etc.

PDF Documents

Voice Recordings

Emails, surveys and other correspondence

Scanned Documents

Scanned application forms

Cheques and Deposit Slips

Signatures and Mandata Cards

Customer Information Documents, such as:

FICA agreements

ID Document Scans

Proof of Residence (i.e. utility bills)

KYC Documents

ü

ü

ü

ü

ü

Linking your Information to Customers

Sybrin is able to link multiple documents to a single

case, therefore by looking at a particular customer's

identification number you can immediately pull up all

application forms relating to that specific person.

When a customer submits an application form, a

customer will no longer be required to submit

common documents such as an ID document, proof of

residence, bank statements and the like, as these

documents can be viewed within Sybrin and be

attached to a case. Forms are not restricted to

scanned images, but can also be different data

sources (i.e. Host banking system, another system

repository, and different database). Sybrin can

dynamically accommodate any business workflow as

well as integrate with other business systems.

One VIEW to ALL

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Sybrin's solution is also a full Workflow Automation Solution, increasing productivity and operational efficiency by

routing the right information to the right user at the right time and streamlining business processes. Based on

graphically defined sequences, configurable user profiles and flexible work sequencing rules, this module

automatically determines when, what type, and how much work each participant will process.

Employees are automatically presented with the next work item, or they can be authorized to select from an in-

basket of available work. Workload balancing can be designed into the system to ensure optimal use of resources.

The power of the Workflow module lies in that it is delivered part and parcel of the Imaging module, tightly

integrated into a unified package. As soon as information is captured and/or retrieved into the view for the user, a

workflow can be initiated or continued, thereby automatically moving critical information through established

business processes. From the perspective of your users, there is no tangible difference from working with imaging

to running through the steps of a workflow – it's just that seamless.

Imaging & Workflow

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Advanced Routing using Workflows

The Process

Scan physical documents. This

process is scanner Independent –

any TWAIN source, and full support

for KOFAX and ISIS scan engines

Indexing can be setup as Manual, Automatic or Advanced.

Manual Indexing: Easy-to-use tailor-made drop-down menus to simplify

capturing document function and details.

Automatic Indexing: Automates manual capturing by using Indexing Plug-

ins such as Barcode Reader, OCR, ICR, OMR, MICR, and Forms Processing.

Advanced Indexing: Even faster processing speed with multiple image

enhancement and/or plug-in components to be configured and run in the

same environment

The database storage for long-term

archive and retrieval of documents,

giving instant access to the images

stored on the system using

powerful search criteria.

Physical location of original

documents are tracked, allowing for

audit and logs of any page, as well

as define and manage retention and

destruction policies.

One unified interface to search, view

and manage all information,

whether electronic or imaged from

physical documents, regardless of

format.

Workflow automation - directing information to the right user at the right point in

the predefined event sequence as required by your business rules.

Workload balancing can be designed into the system to ensure optimal use of resources.

The module determines the state of work items, automatically activates the next

appropriate task to be completed, and delivers work right to your employees' desktops,

simplifying their jobs.

Support for ad-hoc routing and Visual Basic exits.

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Sybrin's technology and expertise helps you realise the following benefits from day one:

The Sybrin Advantage

Aggregation of any type of paper or electronic document into a single database

Single view of a customer's business information at a click of a button: find what you need regardless of format,

and find it quickly

Faster critical decision making: reduce decision times by more than 60%

Quickly access millions of documents

Handle 95% of customer queries on the first call: respond under a minute to any query

Enhanced public image and point-of-contact experiences

Turn raw business information into united business assets

Information entered into Sybrin is documented, structured and easily accessible

No performance impact, even for very large databases of millions of entries

Bandwidth management and enhanced runtime for high-latency environments

Process and system configuration requires no coding experience and maintenance can be done by internal

resources

Our relationship with you

When building and tailoring a system aligned with

your specific requirements, we pay special attention to

the following key variables:

BusinessProcesses

ClientBase

DocumentTypes

Lifecycle

WorkflowsBusiness

Integration

Customers have the ability to select the components

that best fit their needs using a combination of Sybrin

IDM modules and services, thus keeping system cost

low while maintaining a high and tangible ROI.

Your solution is custom-built on our industry-leading

EPCore system foundation, for unrivaled stability and

security.

Sybrin’s IDMS and EPCore

Sybrin Integrated Document Management (IDM)

suite is an enterprise-scalable document

processing system and information repository for

capturing into managing all forms of unstructured

business information. It is built on the solid, reliable

and secure foundation of Sybrin's Enablement

Platform Core, or EPCore.

EPCore is the backbone of a large variety of distinct yet

tightly integrated modules, creating a solution that is

practically limitless in customisation, meeting each

and every customer requirement in the industry.

Sybrin is tightly integrated with the standard

Microsoft desktop providing one familiar user

interface, and one unified information repository for

full-function imaging, advanced routing, Enterprise

Report Management, and document management in

client/server and Web environments. Our innovative

system is versatile enough to function as a stand-

alone solution for document management, but could

also be integrated as a front-end or back-end to a

third party application, such as an E.R.P. or accounts

receivable solution. Security is paramount to Sybrin,

and audit trail functionality to keep track of each and

every activity performed on business processes is

included.

For our software development excellence, Sybrin has been

awarded the prestigious Microsoft line of business award

for Africa, taking first place in 23 competing countries.

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For more information visit

our website or contact us at:

Contact: +27 (0) 11 367 6900

Achieving a single customer view is no longer a luxury or a “wish-list”

item for companies. It is an urgent matter. Companies of all types and

sizes in all industries have found that the lack of coherent integrated

information about customers is far more expensive than they

imagined, and the opportunities engendered by a single customer

view are far greater than they thought.

Our expert team undertakes to take each step with you: from

conception, to building, implementation, finally to outstanding and

reliable support.

Implement the most progressive Imaging and Workflow Solution available on the

market today – and benefit from delivered business intelligence advancement.

Sybrin has grown considerably over the past 21 years to become a global leading technology company in providing payment solutions with

particular emphasis in Voucher Processing solutions, Automated Clearing House solutions, Mobile Commerce solutions, Host banking

enhancement solutions, KYC solutions, Day 2 solutions and EFT solutions amongst leading corporations, banks and clearing houses.

Today, Sybrin has provided solutions across Africa, the United Kingdom and into the Middle East, servicing these solutions from its offices in

South Africa, Kenya, Zambia, Tanzania and Zimbabwe. Sybrin remains united in its mission and focused on its commitment to customers.

Corporate governance is well-rounded and balanced through breadth of international perspective and executive experience. As a result, the

company is clear in its vision of the future, but equally well grounded in the reality of the present.

About Sybrin