The Power of Advanced Capture

In any Document Management or Enterprise Content Management System, there are four basic components: Hardware, Capture, Archive and Search and Retrieve. So what is the most important piece? Everyone nowadays seems to have the hardware. All of the copiers today have scanning capability, with the newer ones scanning at 70 pages per minute. The simplest archive is a series of folders on your server or workstation. And with files on the network, Windows Search, or the search capabilities within Abode allow you to find what you are looking for quickly (sometimes).

For the more advanced organization, they may have a Document Management System, or utilize Microsoft SharePoint for their archive and search and retrieve functions. But what seems to be lacking in most organizations, is a structured, automated way of capturing files. The argument of this BLOG entry is that Capture is the most important piece to any ECM or DM System.

As mentioned before, when we look at just about any office or organization today, they are scanning with a copier or desktop scanner. But inevitably, they take their paper mess and recreate it digitally. Why? No standardization in the process. Joe scans his files to his email and stores them in Outlook folders, Betty scans to her My Documents on her laptop, and uses a convoluted naming scheme that only she can decipher. They take their paper problem, and create a huge problem for IT. Disparate archives now pose a disaster recovery problem, along with the issues of accessibility.

So what is the answer? Advanced Capture. Advanced Capture applications provide the ability to set structure, and harness the capabilities of all the scanning hardware within the organization. They can provide standardization and structure, along with fantastic efficiency improvements. Take for example, PSIGEN's PSI:Capture. With its Microsoft SharePoint Migration feature, and auto-import capability, you can set all your scanning copiers to scan to a processing folder. Utilizing the barcode routing capability, you can create cover sheets for each library within your SharePoint site. When you scan, the software will pick up, process, rename and folder files automatically. The end result is a standardized folder structure, standardized naming scheme, and a searchable PDF all within your SharePoint site.

The other major contributor to efficiency within Capture applications is the ability to use separation technology. I see it all the time...the office that has 20 documents to scan. They walk up to the copier, and scan them one by one; a very time consuming process. With document separators, you can scan the entire stack and let the software split the documents, rename and folder them. Let the technology do all the hard work!

Document Scanning and Automation

The Capture Applications on the market today are outstanding when it comes to automation. For any organization that has a large scanning project, or requires minimal time and maximum efficiency from its scan operators, some level of automation is a necessity. So what does automation mean when we are discussing capture applications? Below are some key feature that will minimize the time and effort required to scan and process documents:

Document Separators – with most scanners, if you have 10 documents to scan, you will need to run each set of pages through the document feeder, and save them off individually to your repository. Applications that allow document separators provide a means to place separator sheets between each of your document sets, place the entire pile into the document feeder, and let the software split the stack into individual files. This is a huge time saver, even with a small number of documents.

Intelligent Separators – these take the concept of the separator sheet a step further and add “intelligence”. For instance, a barcode separator could contain important information, such as a vendor code, invoice number, etc. This information is read by the system, and assigned to the document, and can be used in a number of ways: for search, in file naming or folder creation.

Database Lookup – Indexing, or data entry on documents can be a painstaking ordeal, especially if the information has already been entered into another system. The database lookup function provides the ability to retrieve information from another system based on some key value. So you could enter, say, an invoice number, and the application could go to your financial system and bring all the information associated with the document. This minimizes the data entry step, and provides consistency of data across applications.

Document Routing – There are applications on the market that will route documents based on coversheet information. Just scan the document with a barcode cover for a particular destination, and the system automatically routes the document to the right folder for let’s say, a particular customer.

Form Recognition – The ultimate in intelligent applications on the market today can recognize forms from a stack of paper that has been scanned, and intelligently process them according to features within each document. For example, an application form can be recognized, and the data harvested off the form for automatic entry into another system.

These are just a few of the automation features that can help with the efficiency of the scanning process. For a list of applications, go to http://www.scanguru.com/. The links section will give you additional info on scanning software.