Happy Holidays from Portford

Portford's Medical Device Tracking Solution Now Available on DocuNECT v4.8

Portford's 21 CFR Part 821 compliant Medical Device Tracking solution is now available on the DocuNECT v4.8 platform.

Manufacturers are required to track the disposition of compliant devices from manufacturing, through distribution, implanting and patient monitoring. The purpose of device tracking is to ensure that manufacturers establish tracking systems that will enable them to promptly locate devices. Tracking information may be used to facilitate notifications and recalls ordered by the FDA in the case of serious risks to health presented by the devices.

Portford's tracking solution is currently being used by device companies to manage the tracking/follow-up workflow defined by the Part 821 regulation. The solution is now available on Portford's new DocuNECT v4.8 platform.

DocuNECT v4.8 provides the following benefits:

Enhanced Web Service Integration Capabilities to make it even easier to integrate DocuNECT with third party systems to validate patient, physcian and device distribution data.

Enhanced Management Overview with dashboard, provding graphs and reports on the current status of device disposition.

Performance and Security Enhancements have been added to the product to increase security and system response.

On the technical side, the platform is now compatible with the following technologies:

• Microsoft Server 2012
• Microsoft SQL Server 2012 SP1 and 2014 - The image viewer in DocuNECT Web now supports up to and including Java 8
• DocuNECT Web works with Microsoft Internet Explorer 11, Mozilla Firefox v29.0, and Google Chrome v35.0 - Client Tools is now compatible with Microsoft Windows v8.1

If you would like more information on how you can use DocuNECT with your Documentum environment, then contact our sales group sales@portfordsolutions.com.

Top 5 DocuNECT Business Use Cases for Documentum

DocuNECT is a powerful document processing and integration platform that can be used in a number of different ways to add value to your EMC Documentum D6/D7 system. We have picked 5 business use cases from our customer base to demonstrate the flexibility and capabilities of DocuNECT.

1. Accounts Payable System Integration and Email Capture
Business: Fund Management Company
Functionality Used: Email Capture and Business Application Integration

A fund management company utilizes Documentum to manage the electronic capture, review and approval of invoices on both the fund management and corporate areas of the business.

They use DocuNECT’s email capture functionality to allow users and vendors to email invoices directly into the accounts payable Documentum workflow solution. In addition, DocuNECT is used as a platform for retrieving and uploading data to the Unit4 CODA accounts payable solution.

2. Automated Imports and Desktop Capture
Business: One of the Largest Home Builders in the US
Functionality Used: DocuNECT Import Module and Clients Tools

The company profiled in this case study is one of the largest home builders in the United States. Like many organizations today, this home builder was faced with the challenge of trying to get away from managing paper which was labor intensive and time consuming. They embarked on a project to see what solutions were available to capture documents electronically from the desktop, index them and then distribute them to both Microsoft SharePoint and EMC’s Documentum document management systems.

The company first implemented DocuNECT’s Virtual Print Driver to digitize desktop document capture, which immediately reduced the amount of paper the company was moving between departments. Rather than printing the documents to paper, and then scanning them into Documentum, the documents were printed directly into Documentum using the Virtual Printer Driver. This made the documents quickly available to other users who needed access to them to make business decisions.

Read the case study: http://portfordsolutions.blogspot.com/2012/05/docunect-helps-one-of-largest-home.html

3. Multi-Function Device Integration
Business: Medical Device Company
Functionality Used: Multi-Function Device Integration

The medical device company were looking for a cost effective way to implement a distributed scanning solution for Documentum, utilizing their multi-function scanning devices. DocuNECT was implemented to allow any user within the organization to scan documents using a multi-function device and then use DocuNECT’s web-based indexing interface to index the document before they are distributed to Documentum.

4. Capturing Documents from the Desktop
Business: Mortgage Company
Functionality Used: Virtual Print Driver

The customer service representatives within the mortgage company needed to quickly add documents to the loan documents stored in Documentum from business applications and desktop applications.

Their business application generates reports/documents that cannot be exported, but need to be archived in Documentum. The DocuNECT Virtual Print Driver is used to print these documents directly into Documentum from the business application.

5. “Bulk-Import” into Documentum
Business: Pharmaceutical Company
Functionality Used: Bulk Import

The pharmaceutical company uses a number of outsourced service providers, such as Clinical Research Organizations (CROs) and Contract Manufacturing Organizations (CMOs). Documents are regularly provided that need to be migrated into the Documentum central repository.

DocuNECT is used to facilitate the bulk-import of documents, providing an import audit trail to insure that all documents are accounted for and compliance is maintained.

If you would like more information on how you can use DocuNECT with your Documentum environment, then contact our sales group sales@portfordsolutions.com.

Portford Releases DocuNECT v4.8

Portford is pleased to announce the release of DocuNECT v4.8. This release has a number of new enhancements:

Introducing the Classification Module

The new classification module allows document templates to be defined that contain business rules that can identify and classify documents. The web-based classification module presents the separation to an operator to review and modify the classification.

The Document Processing Connector

In previous versions we have split out the processing of document OCR, separation and rendering. In v4.8 we have combined all the functionality into one connector called the Document Processor connector. Additionally, this connector now supports multi-processing (with an additional license) so you can scale up the through-put of document lifecycles.

Enhanced Web Services API

We have made significant enhancements to our web services SDK. In previous versions, the SDK focused on the document upload and indexing (primarily operations in the Client Tools). However, in v4.8 we have added document search and management functionality as well.

DocuNECT Performance Enhancements

Performance in DocuNECT v4.8 has also been significantly enhanced to support more document lifecycle throughput and scalability.

Enhanced Lifecycle Functionality

Enhancements have been made to the lifecycle with more settings to support the Document Processor connector and new classification module. DocScript functions (http://docunect.wikidot.com/lifecyclehelp:lifecycle-docscript-functions-v4-8) and Tags (http://docunect.wikidot.com/lifecyclehelp:lifecycle-tags-v4-8) have also been added to provide additional functionality.

Dashboard Enhancements

Dashboards are a way to present or extend functionality within DocuNECT Web. Our standard dashboard has been enhanced to include barcode functionality and the import and export module that can be used with EMC ApplicatrionXtender, DocuNECT DM, and Documentum D7.

Technical Compatibility

We have tested DocuNECT v4.8 against the following components: - Microsoft Server 2012 - Microsoft SQL Server 2012 SP1 and 2014 - The image viewer in DocuNECT Web now supports up to and including Java 7 Update 55 - DocuNECT Web works with Microsoft Internet Explorer 11, Mozilla Firefox v29.0, and Google Chrome v35.0 - Client Tools is now compatible with Microsoft Windows v8.1 For more information on v4.8 Component Compatibility, visit the Wiki page: http://docunect.wikidot.com/adminhelp:component-compatibility-for-v4-8

DocuNECT v4.8 Tested with Fujitsu ScanSnap Manager v6.x

DocuNECT v4.8 Client Tools has now been tested with the Fujisu ScanSnap v6.x software, which makes DocuNECT Client Tools compatible with the latest version of the Fujisu ScanSnap range.

Visit the Fujisu's web site for a complete range of ScanSnap scanners:

http://www.fujitsu.com/us/services/computing/peripherals/scanners/scansnap/

For more information on our ScanSnap integration, review our original blog post:

http://portfordsolutions.blogspot.com/2012_06_01_archive.html

Take Your EMC ApplicationXtender System to the Next Level!

EMC ApplicationXtender is a powerful document management platform that can provide your users secure access to documents. Did you know that you can do much more with ApplicationXtender? The AX Connector and Workflow Manager can help you take your ApplicationXtender environment to the next level.

Visit the AX Web Site.

EMC ApplicationXtender Connector

EMC ApplicationXtender Connector enables the seamless integration of business applications to ApplicationXtender—without requiring initial programming or on-going maintenance.

With ApplicationXtender Connector, employees can access information quickly and easily from virtually any business application, including Microsoft Office products, mainframe terminal emulators, and browser-based applications, to make better decisions faster and deliver higher levels of customer service.

EMC ApplicationXtender Connector delivers:

• Point-and-click document access — Enable knowledge workers to retrieve documents and information from the ApplicationXtender repository without leaving their line-of-business applications.
• Maximized investments — Eliminate wasteful redundancies by seamlessly integrating existing applications via ApplicationXtender Integration Module.
• No required programming — Easily integrate with applications such as Microsoft Office products, mainframe terminal emulators, and browser-based solutions.
• Floating icon “drop target” — Enable users to capture any value, even from within a web page, to retrieve linked information from the repository.

View the AX Connector Datasheet

EMC ApplicationXtender Workflow Manager

EMC ApplicationXtender Workflow Manager provides a full range of business process management capabilities to improve business performance and reduce costs. By transforming paper-based processes, Workflow Manager helps ensure that better decisions are made faster, cycle times are reduced, and process bottlenecks are proactively discovered and addressed without requiring IT intervention.

Workflow Manager provides process and forms design, business analysis tools, and the ability to manage business processes centrally. Built on Microsoft.NET, Workflow Manager easily integrates with existing applications to improve efficiency in document-based business processes.

EMC ApplicationXtender Workflow manager delivers:

• Workflow console — Manage, integrate, and categorize manual and automated processes from a central dashboard.
• Process and forms designers — Model new processes and forms with easy-to-use, web-based editors.
• Insightful workflow analytics — Optimize processes with powerful tools such as real time alerts, 3D drill-down graphs, and process statistics.
• Robust process reporting — Establish key performance indicators and business activity thresholds to monitor processes and measure productivity.

View the AX Workflow Manager Datasheet



Want more information? Contact us on sales@portfordsolutions.com.

Learn How PITT OHIO Used Kapow to Significantly Reduce Manual Effort in their Customer Services Program

Manually updating B2B portals and internal applications was nearly a full-time job for Customer Service at PITT OHIO. It was even standing in the way of expanding their premium support program. They considered adding staff - until they automated with Katalyst, and eliminated 90% or more of their manual Customer Service effort. Thanks to Kapow Katalyst they can grow their top line by adding premium customers without adding staff.

“We’re seeing about a 90 to 95% reduction in manual effort from our Customer Service Representatives.” – Darren Klaum, Dir. of Business Systems, PITT OHIO Express.

In fact, within weeks, PITT OHIO was able to automate all routine handling of any premium customer’s service requests by reading emails, scheduling shipments, and updating B2B portal status’ all autonomously with NO CODING!  PITT OHIO Success Profile.

Here are some of the other ways we can help:

1.	Reduce DSO (Days Sales Outstanding)
2.	Automate Freight Bidding
3.	Increase Partner & Customer Visibility
4.	Appointment Scheduling& Tracking and Tracing
5.	Streamline Customer & Partner On boarding

 

Useful links:

PITT OHIO Customer Presentation

Lean Logistics Automation/Integration

Want more information? Give us a call on (949) 333 0402 or email us on sales@portfordsolutions.com.

Top 5 DocuNECT Business Use Cases for ApplicationXtender

DocuNECT is a powerful document processing and integration platform that can be used in a number of different ways to add value to your EMC Documentum ApplicationXtender system. We have picked 5 business use cases from our customer base to demonstrate the flexibility and capabilities of DocuNECT.

1. Electronic Document Capture

Business: Insurance Company Functionality Used: Email Capture and Virtual Print Driver An insurance company utilizes ApplicationXtender to provide a repository of customer insurance policies. The company wanted to move towards an electronic capture solution to reduce the amount of paper scanning. They implemented an email capture process that allows users to email documents to a central email address that is monitored by DocuNECT. DocuNECT analyzes the body of the email looking for words and phrases defined in business rules to automatically classify the document type and extract the index data. Their insurance business application generates reports that cannot be exported, but need to be archived in ApplicationXtender. The DocuNECT Virtual Print Driver is used to print reports directly into ApplicationXtender from the business application. The content of the report is analyzed by DocuNECT to extract and assign document index data.

2. Automated Import

Business: Credit Union Functionality Used: Electronic Forms Import The credit union uses different types of electronic forms generated by IMM Online (http://www.immonline.com) and DocuSign Fetch (http://www.docusign.com). DocuNECT sweeps the import locations and imports the different documents into ApplicationXtender. The DocuSign documents are delivered in a ZIP format containing two documents, the original and the signature page. DocuNECT extracts the two documents from the ZIP file and appends them together before importing them into ApplicationXtender. Business: Credit Union Functionality Used: Member Receipt Import and Publishing The credit union produces electronic receipts from each member transaction at the branch. DocuNECT automates the import of these receipts into ApplicationXtender for archive and also publishes the receipts to the credit union's internet based banking system.

3. Automated Export

Business: Tax and Flood Company Functionality Used: Automated Export The tax and flood company stores documents related to different vendors and customers in ApplicationXtender. Once the title process is complete the documents need to be returned to the lender/customer, who each have a specification on how they want to receive the information. The DocuNECT export process allows administrators to set up specifications for each lender/customer that include the format they want the documents and indexes, which AX application to export from, document conversion requirements , whether the package needs to be ZIPed, and how to deliver the package back to the lender/customer (FTP or sFTP/SSH).

4. Business Application Integration

Business: Commercial Broker Functionality Used: SAP Integration The commercial broker uses ApplicationXtender repository and Workflow Manager to manage their invoice approval process. DocuNECT is integrated with the Workflow Manager application to upload invoice header and account allocation information to SAP (http://www.sap.com) FI finance system.  Business: Credit Union Functionality Used: Microsoft Dynamics GP Integration The credit union uses ApplicationXtender repository and Workflow Manager to manage their invoice approval process. DocuNECT is integrated with the Workflow Manager application to upload invoice header and account allocation information to Microsoft Dynamics GP (Great Plains - http://www.microsoft.com/en-us/dynamics/default.aspx) finance system.

5. Document Classification and Data Extraction

Business: Mortgage Provider Functionality Used: Classification Templates The mortgage provider wanted to increase the efficiency of their loan origination process by automating the import, classification and indexing of loan origination documents. DocuNECT's classification and extraction functionality was utilized to create templates to identify different types of loan documents. Once classified, additional rules were applied to extract data from the documents for upload to their loan origination system for processing.

If you would like more information on how you can use DocuNECT with your ApplicationXtender environment, then contact our sales group sales@portfordsolutions.com.

FDA Release Final Rule on Unique Device Identifiers (UDI)

The Food and Drug Administration (FDA) has released a final rule requiring that most medical devices distributed in the United States carry a unique device identifier, or UDI. It also applies to certain combination products that contain devices and to devices licensed under the Public Health Service (PHS) Act (e.g., donor screening assays).

A UDI system has the potential to improve the quality of information in medical device adverse event reports, which will help the FDA identify product problems more quickly, better target recalls and improve patient safety. In developing the proposed UDI system, the FDA worked closely with industry, the clinical community and patient and consumer groups, and conducted four pilot studies.

For more information, review the full article on the FDA's web site:
http://www.fda.gov/MedicalDevices/DeviceRegulationandGuidance/UniqueDeviceIdentification/default.htm?utm_source=Members-Only Updates
Portford's own DocuNECT Medical Device Tracking system is completely flexible when it comes to assigning device IDs and can fully support the UDI guidelines as outlined by the FDA.

If you use our Medical Device Tracking solution and want to find out more information then don't hesitate to reach out to us at: support@portfordsolutions.com.

Kofax: The First Mile of Customer Engagement Begins With a Single Step

By Jeff Ballard, Industry Solutions Manager, Kofax (www.kofax.com) On June 15, 2013

Chinese philosopher Lao Tsu once said, “The journey of a thousand miles begins with a single step.” When it comes to doing business in “Age of the Customer”, it is also true that, “the journey of customer engagement begins with the First Mile.”

Today’s customers are more empowered and connected than ever before. They know what they want, and they want transactions to be fast, easy and convenient. That means you need to engage customers in the manner – and from the device – they prefer, whether from a smart phone, tablet, email or in-person. Because if you don’t, they’ll find someone who will.

Developing profitable, long-lasting customer relationships, however, goes beyond just supporting their preferred communication channel. It means addressing the entire customer interaction process, starting from the moment they engage you. This is the First Mile of Customer Engagement.

With information coming into an organization in a variety of formats – mobile, web, email, paper, fax and others – the challenge is to get that information into the appropriate systems quickly and accurately so action can be taken.
For many companies, moving this information from the originating correspondence into the core systems and applications is a manual process. While businesses can capture the document as it enters a system, more often than not they are merely creating an image of the document and routing that image for review before eventually manually re-keying the needed data for further processing.

However, such a process is overly tedious and results in unnecessarily long processing times, more room for error, and greater potential for a security breach involving your customers’ sensitive information.

By leveraging integrated capture and workflow solutions, companies can ingest key customer data quickly, automatically and with fewer errors. The result is greater responsiveness to the customer and greater accuracy during the transaction, leading to heightened customer satisfaction and loyalty. And it all starts with that first step.

See more at: http://www.kofax.com/blog/index.php/the-first-mile-of-customer-engagement-begins-with-a-single-step/#sthash.0MAWNKXo.dpuf

Using DocuNECT to Capture Email

Email can be a very effective document capture method because it provides a familiar interface for customers and/or vendors to send documents directly into a document management process. DocuNECT provides three key benefits/features that can help automate this process:

1. Manage / Filter your E Mails - DocuNECT can filter documents based on business rules so you can make sure that only documents you are expecting make it to your document management system.
2. Combine Attachments / PDF Rendering - DocuNECT can render multiple email attachments in different formats to one PDF format. The email body can either be placed at the front or the back of the PDF document. This allows the email and associated attachments to delivered to the document management system as one document.
3. Extract Data - DocuNECT's data extraction engine can be use to extract information from the email body or any of the attachments for auto-indexing of the documents.

Integrate DocuSign Fetch With Your Document Management System using DocuNECT

DocuSign (https://www.docusign.com) lets you sign documents electronically and easily send documents for electronic signature in just minutes. Whether you’re in an office, at home, on-the-go—or even across the globe. It’s safe, secure, and legally binding. DocuNECT can now import documents received/distributed by DocuSign Fetch for import into your document management system. The DocuSign signature package is sent back to the originating organization in a ZIP file format that contains the original document and the signature object both in PDF format. DocuNECT can extract the PDFs from the ZIP, combine them by placing the signature page at the back or the front of the document. The document can then be archived into your document management system for future reference. If you want more information on the new version, then please contact our support. support@portfordsolutions.com

EMC Has Announced the Release of ApplicationXtender v7.0

EMC has announced the release of ApplicationXtender (AX) v7.0. The following table provides an overview of the new features:

Feature	Description
New Full-Text Search Engine	In this release of AX, users can perform full-text index and full-text search with EMC Documentum xPlore. Users submit documents to the ApplicationXtender Index Agent for full-text indexing through ApplicationXtender Document Manager, ApplicationXtender Web Access.NET, or ApplicationXtender Web Services. The full-text search directly searches the full-text information using the xPlore engine. This new module is a replacement to the Verity full-text engine. 1. Powerful search functionality. 2. Perform advanced searches without complex search syntax, including typos, thesaurus, stemming, proximity, and wildcard searches. 3. Search more than 200 file formats out of the box. 4. Provide role-based user access to ensure appropriate access to information.
Future-Proofed for the Next Decade	AX 7.0 is now certified with the following technologies: 1. AX Web Access and xPlore will run on a Microsoft Windows 64 bit platform. 2. Google Chrome, Mozilla Firefox and the latest versions of Microsoft Internet Explorer are now supported. 3. AX now supports Microsoft Windows 8.0/8.1 and Microsoft Windows Server 2012 and 2012 R2.
A Global Document Management System	AX v7.0 now has the full support of English, French, Italian, German, Spanish, Brazilian, Portuguese, and Simplified Chinese languages.

If you want more information on the new version, then please contact our support.
 
support@portfordsolutions.com