Category Archives for "ECM"

Why I Love Electronic Forms!

I love electronic forms!

I love being able to not just fill out, but also submit forms electronically either from my PC or my tablet. It’s easy to change information if I mistype something or need to change information. With paper forms, you typically have to reprint the page and enter in all the information again. I can’t tell you how many times I’ve screwed up filling out a paper form and had to redo it. There’s also something nice about being able to click the “Submit” button at the end and not have to print and mail a document in and double-check to make sure it was received on the other end a few days later.

I’ve noticed that more companies and organizations are turning to electronic forms for both consumers and constituents. Users can fill out forms and attach relevant documents or information to the form and in some cases, even sign the form right then and there, no printing necessary!Continue reading

Does Agile Foster Innovation?

The Project Management Institute held a conference today called “Project Management Success: A View from the Future”. The keynote speaker, Jim Highsmith, an Agile thought leader and executive consultant at ThoughtWorks, Inc. posted a slide asking the question “Does Agile Foster Innovation?”

The slide referenced these items about the company Salesforce.

  • Ranked #1 innovator by Forbes magazine 2011, 2012, 2013
  • 5 year average sales growth – 39.5% (2012)
  • 5 year average net income growth – 78.7 (2012)
  • 140 Agile teams in 2011
  • Per Steve Green , VP technology program management
    • Agile 7+ years
    • All in approach (25 teams to start)
    • Other departments (R&D, Operations, Marketing)
    • Over 100,000 automated acceptance tests
    • Steve Green – ” Agile is the foundation of our innovation”

What are your thoughts on this? Do you use Agile methodologies in your company to manage projects? Is your company more or less innovative using Agile methodologies?

Al Senzamici, PMP
Program Manager
ImageSource, Inc.

Getting Rid of Legacy Systems

I recently watched a segment on King 5 News around how some government agencies are using legacy systems for their day-to-day work. The article was highlighting the software program used at the Department of Licensing to process vehicle registrations, however, there are a number of additional agencies that are using legacy programs and platforms for their day-to-day processes. The segment went on to discuss how expensive it would be to update all of those systems. Continue reading

Migrating 85 million documents from Oracle 10g with no data loss—a process, not an anomaly

ImageSource has been successfully executing migrations, large and small, to and from content repositories since 1994. Recently, we completed a mammoth project for a global financial information services company in which we migrated 85 million documents from a deprecated Oracle 10g IPM system to ILINX Content Store in 9 months with 99.99995% accuracy. That’s zero loss of data, except a few hundred docs that were already corrupt in the source system!
The speed and accuracy of this project can be attributed to 3 important factors that made the content migration successful:

  1. We assembled a strong technical team.
    The team for this project consisted of an Oracle 10g technical subject matter expert, a seasoned PMP Project Manager with years of experience managing Oracle 10g migrations and a SQL database expert. This team provided all the expertise required to plan, execute and audit this size of migration.
  2. We used time-tested methodology from years of experience performing similar data migrations.
    Given the mission critical and high transaction volume nature of the legacy Oracle 10g system, maintaining business continuity was critical. A detailed Migration Plan was developed addressing all content to be migrated, associated requirements (e.g. retention of annotations, excluding content that had or would meet document retention\destruction requirements during the duration of the migration, etc.), and auditing requirements. A detailed audit and migration report was performed and delivered to provide an accounting for every single document in the source system.
  3. We utilized powerful, configurable technology.
    We leveraged multiple tools and techniques in the execution model (e.g. temporary migration environment that included replicated data, multiple instances of ILINX Export, etc.) to be able to complete the migration. By creating a temporary migration environment, we were able to leverage the power of ILINX Export, ILINX Import and a multi-instance model to perform the migration in record time. The numbers speak for themselves: 85M docs, 9 months, zero data loss.

We’ve used a similar services formula for migration execution large and small—your migration doesn’t have to be massive like the one mentioned above to give you great ROI. That, and the right software mix, will eliminate headaches from the equation the next time you have to migrate content.
If schedules or other factors outside your control don’t allow time for a full migration prior to going live with your new system, we have a feature in ILINX Content Store that will allow customers to turn off their normal end user access to your legacy system on day one of using the new system and still pull content from the legacy system through the ILINX interface, read more about that here. This enables significant benefits that include smarter resource allocation within your operating constraints and migration flexibility. Contact us for more information.

Gene Eckhart, PMP
Project Manager
ImageSource, Inc

6 Automation Improvements to Help You Grow Consumer Lending Without Increasing Supporting Staff

We recently helped the largest credit union in Alaska (17th in the nation) automate their consumer loan processing operations. With a growing number of their 77 locations looking to processing auto dealership loan requests, Alaska USA Federal Credit Union needed to replace their manual, paper-based process to meet current and future demands.

As is the case with many lenders who haven’t yet gone electronic, paper loan requests packets were being submitted via multiple avenues from dealerships. These packets consisted of anywhere from 20 to 25 pages per packet with a variety of page sizes, file sizes and quality. Some documents were even printed from DOT Matrix printers at some of the dealerships. Packets came in primarily through fax and email, and local dealers in Anchorage would even hand deliver loan packets. Once received, faxes and emails were printed out and paper documents were used to process the loan request. The documents had to go through various people for review and approval creating a lot of manual movement of paper. Having these documents in paper format also created a need for document storage in file cabinets consuming significant floor space in the building.

In order to rise above the limitations that paper processing placed on loan approval volume, Alaska USA went digital, with 6 major automation improvements to shave valuable time off the process:

  1. Fax Ingestion – When faxes come in they are dumped into a folder, which is monitored by a product called ILINX® Import. As soon as a fax lands in the folder, it is immediately injected into a robust capture product—ILINX Capture
  2. Email Ingestion – Similar to faxes, ILINX Import monitors email folders and pushes the documents (attachments) into ILINX Capture
  3. Scanning Paper – Paper is scanned using prebuilt batch profiles in ILINX Capture for quick indexing in. This component is very flexible, in that scanning can be done with a variety of devices, from small desktop scanners to MFPs to dedicated, high-volume scanners
  4. Image Clean-up – Documents are automatically improved and made more readable through image repair: de-speckle, deskew, auto-rotate, advanced binarization and more
  5. Auto-Indexing – Once in ILINX Capture, database lookups from supporting systems are performed to auto populate many of the index values to alleviate manual entry of data already available
  6. Workflow – The documents, along with pre-populated metadata are then released into Alaska USA’s existing backend software, EMC ApplicationXtender, to travel through workflow to various queues for further processing

Having automated their Consumer Loan process, Alaska USA has greatly improved their service to auto dealers and can be more competitive on winning new business. On the cost savings side, they can process more loans without increasing headcount and have eliminated hard copy document storage.

Al Senzamici

Account Executive

ImageSource, Inc.

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