Building Solutions with Kofax TotalAgility

Phong Chu Principal Enablement Manager phong.chu@kofax.com

How Kofax Makes the First Mile of Business Smarter

Kofax provides an essential link between systems of engagement and systems of record for an

Kofax Double Leader Qualification Forrester Waves

Leader in Multichannel Capture AND Leader in Dynamic Case Management

Kofax/

1The

Forrester Wave for Multichannel Capture, 2012 The Forrester Wave for Dynamic Case Management, 2011

Systems of Engagement and Kofax Products

Scanner Mobile MFP Lotus/Exchange SMS FAX POP Folder Webservice EDI API
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Kofax Import Connector

Kofax Products and Systems of Record

Kofax Export Connectors

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.

Customer Use Cases Government

County of Ventura Human Service Agency Total benefits of $3.9 million over a three-year investment

period
The State of Utah Office of Recovery Services (ORS) digitized key workflows at its Child Support Services bureau,

streamlining case management for its case workers.

significantly reduced the time to collect and distribute child

support payments to families in need.

Freedom of Information / Data Protection Act / EIIR

Environmental Information Regulations

Case Management for dealing with Bankruptcy / Liquidation and

Administration of Individuals and Corporate Entities

Customer Use Cases Insurance

Aviva Ltd. Worlds 5th largest insurance group Annually Capture More Than 5 Million Pages of

Insurance and Financial Service Documents for Customer Accounts

Reducing operational costs and better enabling workers

to consistently meet and even exceed customer service levels and expectations
Management of Underwriting processes whereby insurance

carriers assess a risk and quote for it (Risk to Quote)

Customer Use Cases - Financial Services

United Bank Limited: Streamline Branch Network Document Handling Processes NCR-deployed solution endorses checks via scanned data and

delivers various value-added financial instrument services

Customer Onboarding specialist bank for the UK horseracing

industry, and high net worth individuals

Fund Processing A major European bank reduced processing time by 50%, and

at the same time increased data accuracy and processing accuracy.

A global investment bank achieved annual savings of

$500,000 and compliance at the same time with straight through fax processing of funds.
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Customer Use Cases - Healthcare

Automatically capture, extract, process and

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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Building Smart Process Application using Kofax platform

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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Identify Documents and Fields

Application form

Proof of Address

Proof of Identity

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Create Kofax Transformation Project

Configure Field Extraction

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Create Kofax Capture Batch Class

Configure Batch Class

and Document Classes

Synchronize with

Kofax Transformation Module

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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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Kofax TotalAgility Designer

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Kofax TotalAgility Designer

Process Designer Helps you model business processes

through a user-friendly graphical modeling environment.

Form Designer Helps you create workflow forms (screens)

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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Microsoft Dynamics Integration

Create Update Delete Retrieve

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Web Services Integration

SOAP SOAP Windows Communication Foundation (WCF) RESTful XML and JSON are supported by Kofax TotalAgility

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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

compared to the ones created automatically.

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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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Configure KC Export Connector Total Agility

Launch business process once the document is exported

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Deploy Solution

Development

Test

Production

Use Export/Import

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Kofax TotalAgility Workspace

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What is Kofax TotalAgility Workspace?

Kofax TotalAgility Workspace is an out-of-the-box web

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

to your business requirements.

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Kofax TotalAgility Workspace Menu

Available menu items

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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

attention, especially when you are working on multiple areas at a time.

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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

reassign the activities to other resources accordingly.

You can reassign activities to an individual or group.

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Allocating Work
As a supervisor, you can view the work allocated within your team

and allocate or redistribute the work as required.

This helps you to monitor the workloads at both the team and

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,

Due Date and Work Queue Definition fields

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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

activities display on the work queue of both the resources.

Once the activities are delegated, if required, you can update or

remove the delegation.

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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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Managing Resource Availability

TotalAgility has a global business calendar which can be used to

set working/non-working days and working hours across all resources in the system.
Each resource can also have their personal calendar that is

derived from the global calendar.

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Viewing Process Properties

Using TotalAgility Workspace, you can view and change the

properties of a map and its activities.

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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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Viewing Signed In Users

This list displays the users currently logged on to the Kofax

TotalAgility Workspace.
You can log off for the selected users.

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Viewing Audit Log Entries

Audit Logs keep track of the information pertaining to any action

performed on executing a business process or a system function.

You can view all audit logs and also filter based on the date range

and audit log type.

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Remove Audit Log Entries

You can clear entries from your audit log file from time to time. Deleting unwanted records regularly from the log file restricts the

size of the log file from becoming unmanageable.

You can either clear the entire log file or remove specific log types

and entries for specific periods.

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Resetting the Status of Activities

You can reset the status of an either a single activity or all

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

unavailable due to some reason.

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Job Upgrader Utility

Using Job Upgrader utility you can upgrade the existing live jobs

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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How Kofax Makes the First Mile of Business Smarter

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

Dynamic Case Management

Characterized by processes which are primarily driven by human

workers (often referred to as Information Workers or Knowledge Workers)

Interacting with long running, complex and often unpredictable

processes.
The flow of case management processes is unpredictable - they

do not follow a predefined path.

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Building a business process solution with Kofax TotalAgility

1. Create a new Category for the project 1. Set the Working Category of the Resource you log into TA as to be

this new Category

2. Decide whether a Case based or Process based solution 3. Design high-level process 4. Define Work Type 1. Associate Queue Definition with Process 5. Define Process variables 6. Assign Input/Output variables for the activities 7. Create processes 8. Define and assigning resources to activities 9. Create a solution and Build forms and implement functionality 10. Create Navigation 1. Associate forms with navigation menu 11. Test solution