Professional Documents
Culture Documents
Kofax provides an essential link between systems of engagement and systems of record for an
Kofax/
1The
Forrester Wave for Multichannel Capture, 2012 The Forrester Wave for Dynamic Case Management, 2011
Kofax Solutions
Customer Onboarding Smart process application that combines industry leading
multichannel capture, adaptable workflows and a flexible system integration capability to automate the Customer Onboarding process for better service and a competitive advantage.
Kofax Mailroom Automation Solution Builds on the traditional high-volume, centralized paper mail
opening and routing process. It enables multichannel capture and routing of paper and electronic communications in a digital format to provide a lower cost, more accurate and accelerated operation.
period
The State of Utah Office of Recovery Services (ORS) digitized key workflows at its Child Support Services bureau,
to consistently meet and even exceed customer service levels and expectations
Management of Underwriting processes whereby insurance
$500,000 and compliance at the same time with straight through fax processing of funds.
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route patient, health and financial information, and enhance your patients' electronic health records with meaningful information.
Automate any document driven process with
one unified capture platform, including patient admission and the processing of electronic health records, invoices, EOBs, and CMS-1500 or UB-04 claims.
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1.
Analyze business requirements to identify systems of engagement and systems of records Identify document types and fields Build Kofax Transformation Project Build Kofax TotalAgility processes, variables and forms Configure the integration between Kofax Capture and Kofax TotalAgility Test solution from point of origination through business process to system of record
2. 3. 4. 5.
6.
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Systems of Engagement
Identify points of origination: Mobile Web Scan Email Fax
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Systems of Record
Identify Integration: Microsoft SharePoint Microsoft Dynamics Microsoft Exchange Database CMIS Etc.
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Proof of Address
Proof of Identity
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Synchronize with
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Kofax TotalAgility
Is a Business Process Management and Dynamic Case
Management platform that enables organizations to achieve significant operational gains through better management of processes.
Provides capabilities for process design, automation, simulation,
workflow control for managing human tasks, integration tools for linking business applications (ECM, CRM, Email) to processes and business rules.
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based on TotalAgility process maps, without the need for extensive programming.
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Process Designer
Create and manage process maps in the system
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Integration
Database Web Services SOAP SOAP WCF RESTful .NET Microsoft SharePoint Microsoft Dynamics CRM
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Database Integration
Tables View Add Update Delete Stored Procedures Views
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SharePoint Integration
Create Folder Add Item Upload Document Delete Item Get Document Create Site Move Item
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Business Rules
Code-free compositions defined independently of processes
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Form Designer
Create forms and build forms based on business processes Create multilevel navigation capabilities
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Build Forms
Automatically generate forms with no programming experience
required
Optionally, you can customize generated forms to include custom
functionality
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Create Forms
Start with a blank form and add form controls. You have more control and flexibility over the resulting screens
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Monitor
Design dashboards to have visibility into process performance
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Reporting
Build meaningful reports with only relevant information that you need
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Translation
Adhere to Internationalization (i18n) and Localization (l10n) standards
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Deploy Solution
Development
Test
Production
Use Export/Import
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application that allows users to interact with their activity lists, cases and with processes, manage work and resources, reports and dashboards and administer other data elements.
The Workspace can be easily customized or extended according
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Work Queue
The work queue summary page displays the list of work queue
tasks that are assigned to you and total tasks of the group (team) in which you are a member
It helps you to focus on the tasks or projects that requires your
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Reassigning Activities
You can reassign the activities for the resources you are
responsible for.
For example, work priorities may change and you may need to
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Allocating Work
As a supervisor, you can view the work allocated within your team
resource level and to ensure that you are meeting targets and utilizing resources as effectively as possible.
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Creating a Job
You can create a job, case or a job in case as required by your
business or customers.
When you create a job, case or job in case, it is displayed in Work
Queue Summary.
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Finding Jobs
The list of Live Jobs is displayed by default Use an Advanced Search such as a search based on Job Priority,
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Delegating activities
Delegating activities involves allocating new activities from one
resource to another for a specified time period. This is useful if a resource is off on sick or holiday leave.
Delegation is not the reassignment of activities, therefore the
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Managing Resources
A resource is a person, or a group of persons required to perform
a task in an organization.
You can easily create and effectively manage your resources
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set working/non-working days and working hours across all resources in the system.
Each resource can also have their personal calendar that is
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Documenting a Process
You can easily generate a design document for selected process
maps. The generated document details all the information input during the design of selected processes such as resources, activities and associated parameters.
The design document can be generated in two formats: HTML XML You can also generate a design document for a particular version
of a process map
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TotalAgility Workspace.
You can log off for the selected users.
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activities for a selected resource from 'Taken' to 'Pending' so that it can be picked up by or allocated to another resource.
This is specifically useful when a resource suddenly becomes
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to the latest released version of their respective process without terminating or restarting a live job.
Amendments are made and put live immediately.
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Kofax provides an essential link between systems of engagement and systems of record for an
For further information, please contact: Phong Chu Principal Enablement Manager Phone: 949 783 1296 Email: phong.chu@Kofax.com
processes.
The flow of case management processes is unpredictable - they
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