Intelligent Document
Capture
Ian Pope, VP, EMEA
ian.pope@ephesoft.com
Fast Facts
Company
Founded 2010, product shipped Feb 2011, 28 employees
Management
Executive staff has 80+ years direct capture experience
Sales Channel
Partner model: 85 approved partners in 16 countries
Business Model
Open Source model: Subscription for Enterprise Edition;
Free for Community (10K+ users in 35 countries)
Cloud-Ready
Can be used On-premise or as SaaS on Ephesoft’s Cloud
Customers
Throughout the World, including Spain, UK, USA, NL,
Austria, South Africa, Australia, Italy ………………
Product Overview
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•
•
•
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Capture (scan or Import)
Automatic Classification & Separation
Data extraction
Validation
Export (CMIS, XML, etc)
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Technology stack
• 100% thin client, 3 tier architecture
• Leveraging open source tools on the JAVA platform
• Lucene, Hibernate, Tomcat/JBOSS, MySQL/SQL Express,
Tesseract
• Recostar Professional OCR (OpenText) for Enterprise Edition
• TWAIN scanner drivers; CMIS import and export
Ephesoft Solution
Social
Security #
Date
Amount
Purchase
Order #
Address
LOAN
APPLICATION
IRS 1040
APPRAISAL
INVOICE
LETTER
PAPER DOCS
E-MAIL
FAX
1. Identifies the categories
2. Learns from samples
3. Classifies incoming documents and extract data
4. Outputs metadata to start business process flow
Some Sample Use Cases
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Mortgage/Loan Processing - Requires accurate document ID
among similar forms & data extraction.
•
Insurance Forms Processing – Signed forms required to purchase
insurance policy or start claims.
•
General Mailroom – All document types come into
Mailroom/Postroom – need to be quickly classified/separated and
delivered electronically to desk top.
•
HR – Process applications/CV’s/Employee Records – Needs to be
Secure.
•
Government – Wide variety of docs – Improve response times –
Case Management – Records Management.
Use Case Accounts Payable
• Ephesoft identifies vendors, & verifies addresses
• Ensures vendor, product, quantities, and pricing
is accurate
• Table/line-item extraction
• Integrates with ERP system:
o
o
o
Example is eReplacementParts.com
Ephesoft selected due to low cost with full capabilities, ease
of implementation, and ability to scale
Solution saves 100’s of accounting labour hours/month,
improves accuracy over manual entry, enables capture of
early payment discounts, and eliminates physical storage
Some Customers!
What Others Are Saying About Us
•
“The most innovative company in Capture.”
- Ralph Gammon, editor of Document Imaging Report
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“Ephesoft will shake up the industry.”
- Harvey Spencer, HAS Associates
•
A needed addition to the CMIS community”
- CMIS Committee
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http://www.realstorygroup.com/vendormap/
• Great reviews from 500+ buyers of the Ephesoft book http://www.packtpub.com/intelligent-document-capture-with-ephesoft/book
How Is Ephesoft Different?
Old Way
Ephesoft Way
High initial license cost; system could cost $$$
Zero initial license; low subscription cost
Priced by images & users
No limits on images and users
Proprietary-Vendor Lock-in
Open Source / Open Standards (Lower Risks)
Fortune 1000
Fortune 50,000
70% Thick Client
100% Thin Client
30% Thin Client
On-premises or SaaS (Cloud ready)
Runs only on Windows
Runs on Windows and Linux
Commercial OCR
Commercial & Free OCR
No Web Service APIs
Only Capture Company with Web API’s
Ephesoft Inc.
EMEA office – London
Ian Pope, VP Sales & Marketing
44 (0) 7411 461804
ian.pope@ephesoft.com