Upcoming AIIM Webcast: What You Should Know Before Investing in Document Capture

AIIM has a Webcast on September 29th titled “What You Should Know Before Investing in Document Capture”.

Harvey Spencer from Harvey Spencer Associates will be presenting on this Webcast. I attended Harvey’s annual capture conference a few weeks ago, and I’m sure Harvey will have a lot of great insight to provide on growing trends in the market, where companies are or should be investing, and where SharePoint fits into the big picture.

If you have a chance, I encourage you to attend.

Advertisements

New Paper on Capture for SharePoint

A new white paper from Harvey Spencer Associates on Capture for SharePoint 2010 is available – Intelligent Enterprise Capture: A Document On-Ramp to SharePoint 2010.

The paper reviews some of the new capabilities of SharePoint 2010 and how intelligent enterprise capture connected with SharePoint can support the automation of paper based processes in both departmental and large-scale distributed enterprise applications.

#1 Article on ECM Connections: “Getting Paper Into SharePoint: Five Key Things To Consider”

If there is one conversation that has caught like wild-fire in the past  18 months, it has to be capture for SharePoint. Case in point, an article recently authored by EMC and available on ECM Connections is the #1 downloaded article. You can check it out here – Getting Paper Into SharePoint: Five Key Things To Consider

ECM Connections Top 10 Articles

In many ways Microsoft SharePoint 2010 has brought ECM to the masses in a simple and easy-to-deploy way, but let’s not jump to conclusions and think SharePoint has everything you need.  SharePoint 2010 provides a foundation for ECM, but it is missing quite a few ECM puzzle pieces – archiving and library services, business process management, transactional content management, scanning and capture, and physical records management. Some or all these may be important to an organization looking to use SharePoint. One could also debate whether or not all the capabilities needed to support document management, records management, human centric workflow, and other key ECM functions are there. We can debate those other areas another time.

Continue reading

Latest Article on Why We Still Need to Address Paper

As a follow on to my earlier post this month about why  organizations continue to face the challenges with managing paper, I’ve recently finished up an article titled “The Paradox: Digital World, More Paper?”. The basis of the article is that while we’d like to completely get rid of paper all together (meaning, we stop printing paper and keep the information electronic through the entire life cycle), the reality is there are several impeding factors.

Such factors like the fact that a large percentage of paper is generated from outside a business where there is little or no control over it or because some industries like government still need design their processes to support paper because of the large constituent base they service. These are just a few examples.

What we should consider is (1) what content can truly remain electronic and (2) what content will be in the form of paper at some point in the process.  What may be surprising to some is that there are many cases where paper needs to be dealt with. It could  be something as simple as a document containing a signature, or a more complex scenario could involve extracting a large amount of data from a paper form. Regardless of the complexity, there is an ongoing  need to be able turn paper into digital information. This can be done  using an intelligent enterprise capture solution which delivers automation in the form of identifying documents, extracting and validating the business data, and connecting the information to your most critical business processes and systems.  That will allow information that is trapped on paper to be connected with other content that is already electronic.

Another point to consider is when you should capture the documents. Should we capture paper at the beginning, middle, or end of the process? If the goal is to simply archive paper to provide future access, then this will likely happen towards the end of a process. If the paper documents are driving a process, then capturing the documents farther upstream is critical.

Capturing paper documents towards the end of a process certainly delivers a lot of value from being able to manage and access archived digital content, but you miss out on the upstream benefits that are possible when document capture is used early on in a process. By capturing paper documents early on the process, you are able to drive a tremendous amount of business value by supporting tasks that require the information contained in paper documents. These tasks are often related to customer service, case management reviews, approvals, and more.

So I think most would agree that paper is not yesterday’s problem but rather a problem that continues to challenge even the most efficient organizations. The good news is you can address it and it does not require completely re-engineering your business. Rather it is a matter of understanding where paper lives in organization and turning it into digital information so that it can be accessed, managed, and processed.  Imagine turning paper into a valuable digital asset that could be leveraged as a business advantage? Who wouldn’t consider that a worthwhile investment.

The Paradox: Digital World, More Paper?

Get used to it, paper is not going away

Several years ago I managed an electronic forms (eForms) product that supported many of the industry form standards – PDF, XForms, HTML, and even InfoPath, the Microsoft product. The story around electronic forms was that it enabled businesses to replace many of the manual paper based processes with electronic processes, saving company’s valuable time and money. There certainly is truth to the statement, but at the same time I remained convinced, for several reasons, that having a solution to intelligently capture and process paper documents is still extremely important.

The reality is that few businesses or business processes are truly “paperless”. While many of our documents have become electronic, from e-mail to business documents to web-based forms, studies show that paper consumption has remained constant or is continuing to grow in many industries. That means paper cannot be dismissed as yesterday’s problem.

So why can’t we box up our scanners and make every process electronic? Well I’ve decided to revisit some key points that I’ve talked about for years to see which are still very relevant in today’s discussions.

Much of the paper that businesses deal with comes from outside an organization – The point is you have no control over it, so you have to learn how to deal with it.  For example, insurance companies generate insurance policies that are printed by customers when applying for an auto loan. The lender then receives the proof of insurance document from the customer, and has to process and store the information as part of the loan process.  The paper generated in this case is coming from well outside the bank and cannot be controlled.

Some industries will always need paper – There is a lot of truth to this statement and the point I’m making is that some processes still need to be designed to support both electronic and paper. A good example where this is true is within government: government agencies service a very large constituent base where paper is still required to do business.

Many government agencies have instituted electronic processes for their most common processes like renewing a driver’s license. But even drivers license renewals can be done by mail.

Another key point to remember is that many businesses and government agencies have hundreds of processes. Some are more common than others, thus the higher priority ones usually become electronic first, while hundreds of other processes remain paper-driven.

eForms are great, but don’t forget about supporting documentation –  Even when you create an electronic process, paper documents are a necessary evil. You complete an electronic form, but then you are asked to submit photocopies of your driver’s license, birth certificate, pay stubs, proof of insurance, letter explaining employment, and so on. Somewhere in the process the business is going to have to deal with that paper. One common example is the loan origination process. Anyone who has bought a house lately or refinanced a mortgage knows what I’m talking about.  There is a lot of supporting documentation that is required to get a loan these days. For example, showing proof of income requires copies of tax returns and pay stubs.

Please sign here – Yes electronic signatures are great in certain environments, but that’s still a small percentage. To get a signature often requires the individual to print a document and sign it. Yet another example of where paper is generated.

Infrastructure not there to support electronic processes – If we are dealing with processes that are in other parts of the world, there are situations where the paper medium is the most practical and logical way to get things done, and still the most trusted by many people.  Even in the US, you do not need to look far. In the US, our election process is still handled on paper in most places. In other cases, businesses need to still support paper as an alternative to some of their most critical business processes.  In other parts of the world computers and technology are still years behind us making paper the only way to reliably do business.

That process is extremely complex – Let’s face it, if we had a goal to make every process and processing step entirely electronic, we may never achieve that goal for some processes. All you have to do is look at the reasons above and you will find many situations where it is just not practical.

So there you have it, all the reasons why paper will be with us for years to come. That’s not to say we shouldn’t set the bar high and strive for the “paperless” office; we just need to look at the big picture and understand where paper still plays a role. Yes, electronic forms and workflow automation solutions are needed, but organizations would be wise not to discount the importance of capture solutions to dramatically improve their business process. Given that capture can transform paper into valuable electronic information, you’ll save time, reduce operational cost, and improve productivity. In the end, your paper will no longer be a liability; instead it will be a valuable asset that you can leverage as a business advantage.