Escolar Documentos
Profissional Documentos
Cultura Documentos
Instructor
First.last@Kofax.com Or Training@Kofax.com
Module 01-1
Course Structure
Classroom Environment
Course Objectives
Course Roadmap
Exam Registration
3
Course Structure
Presentations
Demonstrations
4
Classroom Environment
Daily Schedule
Start 08:30
Break 10:00 – 10:15
End 16:30
Optionally 5th day am to complete the exam
5
Course Materials, Software, and Hardware
VMWare image
Username: Trainee
Password: W0rkstation
6
Course Roadmap
Day 1
Create Resources
Configure Classification
Configure Extraction
7
Course Roadmap
Day 3
Email Notification
Document Creation
Re-designing Forms
Day 4
Exam Preparation
8
Important Note
9
Exam Registration
http://training.kofax.com
(no “www”)
10
Exam Registration
Exam:
KTA 7 Essentials
11
Class Training Overview
Platform Concept
12
Class Training Overview (cont.)
Mobility Services
Capture Services
Transformation Services
13
Introduction to Kofax, Inc.
14
Kofax – Global Presence
Successful
Customers: 20,000+
Software seats: 150,000+
ERP, CRM, LOB integrations: Tens of thousands
15
Kofax TotalAgility 7 – Value Proposition
1. Leverage Mobility
2. Reduce time between engagement and action (no latency)
3. Empower customer (keeping them informed via email, text, web)
4. Reduce complexity and effort to drive down costs
5. Self service, reduce work load on Knowledge Workers
Respond to changes quickly gives a better customer experience
Reassign work
6. Real-time reports
7. Connection between systems of engagement and systems of record
16
Kofax TotalAgility 7 – A Unified Smart Process Application Platform
17
Platform Concept
18
Single Platform for Smart Process Applications (SPA)
Recognizes and processes
key metadata to speed up
processes
Integrates with all information
sources
Awareness
of relevant data & content
Leader in Forrester
Multichannel Capture Wave Embedded BI & analytics
Captures paper & electronic info Both process & data analytics
at Point of Origination™ Capture & Output
Analysis
of documents & forms Monitoring, reporting & dashboards
of targeted
inputs Simulation & predictive modeling
ETL capabilities
Collaboration
Business to create content
Process
Management
to manage the
steps of an
activity
Leader Forrester Dynamic
Case Management Wave
Collaborate via email, IM, SMS & MMS
On-Premise or PaaS
Integration with Microsoft SharePoint,
Manage unpredictable Dynamics, Office 365, Lync & Exchange
processes Server
19
Dynamic Case Management
20
Kofax TotalAgility 7 Key Applications
21
Kofax TotalAgility 7 Key Applications
22
Traditional Capture to Process
Capture Workflow
Customer
23
Single Platform for Multi-Channel Capture (MCC)
Engagement Engagement
Capture Sub-Process Capture Sub-Process
Customer
Customer Customer
“Act & Interact” in real time to issues encountered in the business process
24
Platform for Mobile-Centric, Low Latency Processes
Kofax or Customer Mobile App
Extend Capture
Extend HTML5 Forms
Extend Processes
Extend Business Rules
Extend Collaboration
Single platform for mobile-centric processes – low TCO, fast time to market
Mobile SDK available for TotalAgility 7 integration with existing native apps
25
Analytics & Business Intelligence Services
26
Data Integration Services
27
Kofax TotalAgility Overview
28
Kofax TotalAgility Overview..
Form Designer
29
Product History
Previous version was 5.5 (built as COM+ and (SOA) to exploit MSDTS and .NET
Note: A migration path is supported to go from v5.5 and v6.0 to Kofax TotalAgility7
30
Underlying Technology
Architecture
Designer – Silverlight
Web Server
Database Server
31
Underlying Technology (cont.)
Integration
.NET Assemblies
32
Kofax TotalAgility Architecture Diagram
Standard/non Image
image related Orchestration Transformation related
processing Server Server processing
Database
Web Server
Server
TotalAgility
Http TotalAgility
Documents
Web Browser
33
Kofax TotalAgility Designer and Transformation Designer
Scan documents
34
Kofax TotalAgility Designer (cont.)
35
Kofax TotalAgility Designer – Process Designer
36
Kofax TotalAgility Designer – Form Designer
37
Kofax TotalAgility Workspace (cont.)
Managers can dynamically manage and optimize work within their teams
38
Kofax TotalAgility Transformation Designer (cont.)
39
TotalAgility Implementation Best
Practice Guide
Implementation Best Practice Guide
41
Where can I get a the latest copy?
42
But wait…There’s more!!!
43
Ready?
44