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

DocuNECT - A Turn-Key Document Management Solution for Financial Services

Easy to use and attractively priced, DocuNECT is the perfect choice to achieve great results on a tight budget. Electronic document capture and management solutions can help Banks, Credit Unions and Mortgage Companies centrally control their documentation creating scalable and cost effective operations:

System Implementation Portford Solutions has been helping Financial Institutions with document management for over 12 years. During that time we have created the i2i Methodology that ensures that every one of our implementations is on time and on budget. Teller Solutions Streamline the process for capturing Teller Receipts and use DocuNECT to print the receipts directly as a PDF right into your existing document management system (DMS). If you don't have a DMS, then DocuNECT has a full range of modules for all your needs. Electronic Forms Many Banking applications have PDF and Electronic forms that are auto-generated or as part of the end user portal. DocuNECT can gather these documents, extract data and release them to the DMS. Banking System Integration As part of the implementation, there may be a need to release data to the Banking System. Portford has worked with many systems and is expert at building these interfaces. Legacy Data Migration When such an important system is implemented, there is generally data to be migrated from an existing system. Portford is expert in making sure that this data is migrated successfully, and provides full system certification documentation. Managed Services As well as helping with technology, Portford can help scan and index archived documents and has a range of Managed Services that can be used.

For more information, please contact Sales at (949) 333-0402 or sales@portfordsolutions.com

©Portford Solutions 2013

DocuNECT - A Turn-Key Document Management Solution for Public Sector

Easy to use and attractively priced, DocuNECT is the perfect choice to achieve great results on a tight budget. With Government looking to improve process and cut cost, DocuNECT provides just the right balance of great functionality that is easy to implement and maintain:

Helping You Serve the Community National, regional and municipal government agencies all have intensive document delivery requirements designed to help them enforce, monitor, and administer compliance regulations. Many of these agencies also share a common mission-to serve the public with courtesy and efficiency in a manner that aligns with controlled budgets and remains open to community involvement. Cost Effective and Compliant Portford Solutions' DocuNECT is a cost effective document imaging and archiving system, providing solutions for small-to-medium government organizations and departments within the large agencies or the enterprise. Easy to Implement DocuNECT provides a safe, secure, and highly portable archive for document storage and management, which is both simple to deploy and easy for users to work with. Your Trusted Partner Portford Solutions provides world class solutions that grow with your organization, and we will become your trusted partner for all your Document Management needs.

For more information, please contact Sales at (949) 333-0402 or sales@portfordsolutions.com

©Portford Solutions 2013

Support Bulletin: DocuNECT Image Viewer and Java v7 update 45

The DocuNECT image viewer is written in Java and up until the latest release of Java there have been no incompatibility issues. However, we have identified an issue with Java v7 update 45.

Java, now developed by Oracle, has made changes to its security model which is causing incompatibilities with our viewer. We have recently resolved the issue in DocuNECT v4.7.1.1 and have patches available for previous versions of DocuNECT.

If you would like more information on the issue, or want to get access to the patch specific to your version, please contact our support group at:
support@portfordsolutions.com

Thanks

The DocuNECT Team.