Comprehensive Document Process Automation Capabilities Drive Efficiencies

 

Today’s business world features complex supply chains and global technology environments, yet many processes supporting key enterprise functions are still paper-driven. These document-intensive processes can cost organizations considerable time and resources. Transform Process Center automates document-centric processes, saving organizations time and money while enhancing existing ERP system investments.

From creating, distributing and archiving outbound transactional communications, to capturing and extracting data from inbound documents, Transform Process Center enables management of the complete document process lifecycle with less time, effort and cost, while improving the quality of communications with key constituents such as customers, partners and employees.

 

Efficient Document Composition and Delivery

Transform Process Center incorporates a Windows-based design environment for the composition of dynamic documents and processes. Through the creation of highly customized documents from standard ERP output, transactional forms and customer communications become more focused and effective. A single input can drive multiple documents with unique branding, languages and messaging. By including business logic, organizations can further personalize content by applying customer-specific data, barcodes, logos, charts, signatures or internalization features.

Content created with Transform Process Center can be easily and efficiently distributed through a number of both online and off-line channels. Printing through native Windows printers or delivery through electronic mediums such as fax, email, mobile devices or the Web provide flexible, timely and targeted delivery of an organization’s transactional documents and customer communications. Support for a variety of formats, including PDF, secure PDF, XML or HTML allows Transform Process Center to provide information how, when and where it is needed via the recipient’s preferred delivery method.

 

Incoming Document and Data Capture

 

 

Document processes that support interaction with vendors, clients or geographically-dispersed locations often reintroduce paper to existing electronic automation. With Transform Process Center, inbound documents can be captured simply and efficiently from multiple sources, including conventional scanning and multi-function devices, fax and email queues. More advanced integration requirements can be accomplished using Web services, message queuing, FTP and file system monitoring. Once documents have been captured, sophisticated data extraction and manipulation tools are utilized to collect relevant information from the document data. Transform includes specific parsers for structured formats such as PDF, CSV or XML. Scanned images, faxes and other unstructured input is processed using Optical Character Recognition (OCR) technology.

 

 

Features and Benefits

 

 

• Single platform for complete document lifecycle management – creation, distribution, archive, process automation – across
  the enterprise.
  
  
• Extend ERP investments by enhancing standard report output without costly consulting and allowing real-time visibility into transactional process data for both ERP and non-ERP users.
  
  
• Multi-channel distribution options, including print, fax, email, XML, Web services or HTML enables rapid, cost-effective and customized document delivery.
  
  
• ERP-specific Expansion Packs, including SAP and JD Edwards, provide direct integration.
  
  
• Graphically-rich, easy-to-use design and administration tools harness the power of the platform to enable document design and deployment management without complex programming requirements.

 

 

Digital Archive, Routing and Approval

 

For customers or document-centric processes with specific storage requirements, the Transform platform gives end users real-time access to documents, reports and data from any Web browser via a comprehensive digital archive, Transform Content Center. Documents produced or captured during a business process can by automatically stored and later retrieved using key index fields or full text search features. The ability to add notes or relate documents via common index values provides a complete history of transactional processes. With a consolidated view of all related content, users can quickly retrieve information related to a particular transaction, business process, customer account or activity.

To further extend the value of existing technology and training investments, Transform Content Center supports accessing stored documents directly from ERP system user interfaces. Improved visibility to transactional data or internal reports from a central repository eliminates the need to distribute multiple copies, reducing associated bandwidth, storage and production costs.