A “cloudy” future for document capture

The most important and relevant data in the cloud is your organizations intellectual property and an effective document capture strategy can contribute greatly to providing quick and accurate access to information.

Hearing a phrase such as “cloudy future” immediately conjures up bad thoughts and gloom-and-doom scenarios.  However, in the case of document capture “cloud computing” is bringing extremely positive change.  In this post I would like to break down the basic components of “cloud computing” and explain how document capture into “the cloud” is appealing for several reasons including scalability, interoperability and usability.  Simply put, the “cloud” = Infrastructure + Content + Users.  Using cloud computing is not magical or mysterious, yet it is a topic of great discussion and, might I say, confusing. Accessing data “in the cloud” is not too unusual from what most of us do every day;  E-mail, accessing web sites or even contributing scanned images to an ECM system.  While I don’t want to dive too deep into the general benefits and appeal of cloud computing, in each of the sections below I hope to describe a unique way in which utilizing the cloud as it relates to document capture and ECM can be beneficial for organizations of all sizes.
Existing Internet Infrastructure
Probably the easiest understood component in “Cloud Computing” is the existing infrastructure that most of us are familiar using with whether we consciously know it or not.  The fact of the matter is that data still needs to reside on a computer server somewhere.  In other words, it’s not technically stored in some magical cloud.  This data still needs to be hosted somewhere on high-powered servers.  Typically in a data center with a climate controlled temperature, backup generators in case of power outage and high security. Ever use Hotmail.com for e-mail?  Browse to
www.KevinNeal.com/blog using your internet browser?  Access e-mail messages on your smartphone device?  These are all examples of hosted applications.  What is somewhat unique about hosted “cloud” applications, as opposed to traditionally hosted applications, is that at their core most cloud applications offer industry standard communication protocols to enable a wide range of open interoperability.  Basically it’s two completely different systems talking the same language.  To illustrate my point let’s use the HTTP protocol as an example.  What was probably the single most reason for the explosive growth of the internet over the past few decades?  It most likely was the fact was that two systems (your computer) and a web site (hosted/server application) had a common language to communicate by the means of an internet browser such as Internet Explorer, Firefox, Safari or Chrome.  Look at the top of this web page you are viewing now.  See the “http://” prefix before the
kevinneal.com address?  This is an example of you accessing hosted information via the HTTP protocol and using advanced technology that was completely transparent to the you as the user.To over simply things, my point is that cloud computing is really nothing more than a collection of many hundreds of thousands, if not millions, of applications available on the internet.  The truly powerful concept of cloud computing and what has peaked the interest among users and vendors alike is the opportunity to “mash-up” or bring together the best-of-breed technologies from various sources to build powerful applications.  As it relates to document capture, many organizations are considering “cloud” for their Enterprise Resource Planning (ERP) systems, Customer Relation Management (CRM) portal or even their Enterprise Content Management (ECM) repositories.  Scanning documents, with relevant metadata data extracted using document capture technology, into these various systems helps drastically improve efficiency.


Content Creation

There is an unbelievable amount of content available in the cloud.  Believe it?  Anything you can access over the internet whether it be public content or private content should be considered part of the available cloud-content.  What information an organization chooses to include as their available content is certainly up to their specific requirements but do not underestimate the value of these resources.From a document capture and ECM perspective, the most valuable content to businesses and organizations, of course, is their intellectual properties and not just random data found doing an internet search.  Specifically, this could be their internal customer contacts, an accounts receivable database or their inventory management system.  All of this data is unique to the organization and the value of sharing among other employees and/or other departments helps to greatly improve process and the “cloud”, over the internet, represents a low-cost means to efficiently share this information.When organizations embark on a cloud strategy content is created in a wide variety of ways.  The content could be electronic files such as spreadsheets, word processing documents, presentations, video or even e-mail.  Additionally the content could consist of scanned images and metadata extracted from these scanned images.  Regardless, the challenge is to make this content available via search in order to find exactly what a user is looking for as quickly as possible.  This is the reason organizations should carefully consider a well thought-out taxonomy and metadata strategy for all of their content.  After all, just dumping a bunch of scanned images and other content into the cloud is not an effective strategy when making it easily accessible to users is tremendously effective.

Users

User interaction with data in the cloud can be a significant benefit for cloud applications.  Anyone that has any level of computing experience can use a web browser and this is the means (user interface) that most cloud applications utilize to deliver content to users.  Not having to install software, do any special configuration and the ability to have quick user adoption/acceptance of this new technology are all major benefits.For users that need to create content to be utilized within cloud applications there are several document capture methods including Manual Indexing, Automatic Indexing and Network Scanning which can be deployed depending on an organizations specific requirements.Cloud computing can offer extremely powerful and innovative applications to users and there is a lot of advanced technology behind the scenes.  However, from the user perspective, whether they are consuming information within a web browser or whether they are contributing scanned documents and relevant metadata, this advanced technology should be completely transparent to the users themselves in order to be effective.

Emerging Cloud Applications & ServicesHopefully I’ve done a decent job of demystifying the “cloud” and broken it down into it’s core components in a easy to understand way in this quick cloud overview.  Now I would like to briefly elaborate on the opportunity of document capture for Emerging Cloud Applications & Services.  In essence, everything described above was logical, had structure and most people are familiar with how to use.  Internet applications and services such as e-mail, browsers and social networking sites all make sense and are easily understood.  What is not easily understood or defined by most is how to implement an effective a cloud strategy.  I can appreciate this struggle because the cloud is new, emerging and dynamic.  What a cloud application might be today can be drastically different in just weeks for sophisticated integration/functionality or literally minutes for simple expansion or additional functionality.  This is because adding new functionality or capability to an open cloud platform is far easier than in the in the past using standard communication protocols as were described above in the HTTP example.  Most cloud applications utilize HTTP, Web Services, XML, SOAP, REST and other common standards to reduce development time, decrease costs and eliminate unnecessary complication.Cloud applications and services are developing quickly and will become exponentially powerful as different technologies are collaborated.  As more and more organizations rely on the cloud to reduce on-premise IT infrastructure there will still be a need for scanning hardware to digitize documents into the cloud.  Therefore, the near term future for document capture and scanning into cloud applications is extremely bright.If I was vague about what a “cloud application” is and you are looking for a definition, well, I would suggest there are many opinions that can be found with a simple internet search.  I, however, once read an article about how an industry expert was asked to define “the cloud”.  After he pondered the question for a bit he finally came to the most appropriate definition he could think of and it was just one powerful word;  Innovation.
Putting it all together

Cloud Computing presents a great opportunity for document capture.  For organizations that are convinced a cloud approach is in their best interest, hopefully they can realize that in order to maximize their investment to the fullest all the important information still trapped on paper documents in file cabinets and desk drawers must be added to their cloud applications available content.

The most important and relevant data in the cloud is your organizations intellectual property and an effective document capture strategy can contribute greatly to providing quick and accurate access to information.

I’m predicting a “cloudy” forecast for document capture…..and this is a really good thing.  As always, I encourage any constructive feedback or comments.

Network Scanner extravaganza! AIIM 2009

As product manager for the Fujitsu fi-6010N network document scanner I was extremely passionate about my product and never was this more apparent than at our industries largest trade show expedition every year, AIIM.

About AIIM

AIIM (Association for Information and Image Management) is the global community of information professionals. We provide the education, research and certification that information professionals need to manage and share information assets in an era of mobile, social, cloud and big data. 

Fujitsu 2009 Tech Suite

For the AIIM 2009 event we had rented a “Technology Suite” which was basically a private, upstairs meeting room which was away from the busyness of the expedition floor itself where you could host quite meetings and display technology solutions in a more relaxed environment.  Our network scanner was still a relatively new device at the time and was also a new market segment for us so it was decided that I could utilize the Tech Suite for whatever type of presentation I wanted to do.  So with the great help of my fellow employees and the fantastic cooperation of our software technology partners we did it up big!

The overall concept was extremely ambitious indeed.  What we planned was to setup a live network showing each one of our existing partner integrations.  There was no hocus-pocus, hypothetical or fake about these demonstrations.  Everything on display was production scan, capture, index and store into a repository.  Below are photos of the nine solutions demonstrated:

aiim 2009 network scanners - 1

1.  Drivve | Image
2.  Marex FileBound
3.  One Touch Global Integration Server (OTIS)

aiim 2009 network scanners - 2

4.  ABBYY TouchTo
5.  ImageTek Inofile
6.  Hyland OnBase

aiim 2009 network scanners - 3

7.  Notable Solutions (NSi) AutoStore
8.  Kofax Document Exchange Server (DES)
9.  KnowlegdeLake Capture

Were you at AIIM 2009 to see the display?  Do you have a comment on any of these solutions?  Which is your favorite?

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Perceptive Software “Best Practices in the Hospital Admissions Process” presentation/webinar

This was a presentation I created and presented in conjunction with our software technology partner, Perceptive Software, on the topic of “Best Practices in the Hospital Admissions Process”.  Perceptive Software provides a Document Management/Electronic Content Management (ECM) system called ImageNow and they have great experience and expertise in many verticals and in the Healthcare market, in particular.

It was a great pleasure to collaborate them and the research I did, as well as the information I learned from Perceptive, really gave me interesting perspective.  This made me extremely passionate about the critically important need for better management of information in Healthcare to improve care and even save lives.

Perceptive Software “Best Practices in the Hospital Admissions Process” Webinar

 

 

 

 

 

 

 

 

 

 

 

Click here to view or download the PDF file.

 

 

EMC/Documentum ApplicationXtender presentation/webinar

This was a presentation I created and presented in conjunction with our software technology partner, EMC Corporation, on the topic of document scanning, capture and then utilization in their Document Management system called ApplicationXtender.

emc applicationxtender

 

 

 

 

 

 

 

 

 

 

 

Click here to view or download the PDF file.

The Rise Of Networked Scanning

Business Solutions, September 2008

Written by: Vicki Amendola

The adoption of networked scanning is on the rise, and document imaging VARs should prepare to cash in on the opportunity.

Converting paper documents into digital data isn’t an earth-shattering phenomenon anymore. Instead, document imaging can finally claim a firm foothold as a proven strategy for VARs to use with customers struggling to improve operational efficiency and productivity, reduce administrative burdens and costs, and even achieve compliance with governmental regulations. The trend that continues to enfold the document scanner market is a migration that draws the technology from a centralized, backroom process to points much closer to document creation in distributed, or workgroup, scanning solutions.

Most analysts and research firms that cover the document imaging market agree that distributed scanning applications have become — and are predicted to remain — the dominating segment of the scanner market. Network scanners are a subcategory of this segment and, although not yet recognized as a stand-alone hardware segment, network scanning is showing significant growth year over year. A recent report from InfoTrends, a research firm that provides in-depth analysis of the document scanner market, supports the premise that network scanning is on the rise, making it fertile ground for imaging VARs. The group’s U.S. Document Imaging Scanner Survey Report: 2007 illustrates a 112% increase in network scanning use over the last three years, from a starting point of 16% in 2004 to 34% in 2007.

Now Is The Time To Sell Network-Enabled Hardware
Network scanning hardware has imaging specifications nearly identical to the dedicated scanner models found in the desktop or workgroup segments. However, the trend in imaging is bringing network connectivity into the mix, with additional network-capable scanner models being released each year. These scanners reside directly on a company’s network, rather than being attached to a dedicated PC. “Network scanning provides obvious advantages, such as those we’ve grown accustomed to with network-attached printers,” says Kevin Neal, product manager at Fujitsu.

Neal’s example of a networked printer highlights the ability for VARs to integrate a vital piece of productivity equipment directly into a customer’s network, enabling the device to be shared and accessed by multiple individuals as part of that network. Shared devices reduce the cost of the solution, a primary sales objection, by reducing the total number of devices needed. In addition, deploying fewer devices can lead to reduced maintenance requirements and can even help to land sales in cases where conserving valuable office space is a primary concern. “While networked printing has become commonplace and has become very beneficial as an efficient output device, this connectivity is now being leveraged to input information into a company’s computer systems via scanning/imaging technology,” says Neal.

For some companies, high-end digital copiers and MFPs (multifunction peripherals) have provided an introduction to the basic concept of network scanning. According to a recent IDC report, 1.54 million scan-enabled MFPs shipped in 2007. The trend has not gone unnoticed by the ISVs (independent software vendors) in the document imaging arena. Many ISVs have recognized these devices as another source of capture and, as the corporate office environment embraced the MFP, these ISVs developed solutions to capitalize on the opportunity.

Satisfy Ease Of Use And Security With Networked Scanners
Despite the applicability of the MFP as a networked scanner, it still can’t compete with a dedicated networked scanner in most cases where document imaging is the primary emphasis of a reseller’s solution. “Frequency, complexity, and larger scanning jobs tend to drive more dedicated scanning equipment for individuals or workgroups,” says John Capurso, VP of marketing at Visioneer. A dedicated network scanner eliminates the competition that can be experienced with an MFP-based solution, such as waiting for a large print job to finish before being able to scan a document to e-mail or file. In addition, despite all the advances being made on higher-end MFPs, a dedicated device can still be easier to use.

“Ease of use is a critical selling point for customers that have multiple users with different levels of technical expertise using the scanner,” says Jackie Horn, director of worldwide marketing at BÖWE BELL + HOWELL. “VARs are leveraging user-friendly touch screens and built-in features [such as one-button scanning] to make life easier for end users to simply walk up to the scanner and scan.” Many network scanners available today are incorporating much bigger touch screens than earlier models — some as large as 8 inches across — to promote ease of use. These larger screens provide a GUI (graphical user interface) on which the user can not only select scanning options, but also preview the scanned image and even enter basic indexing information.

Security is also a driving force behind the adoption of networked scanning, and it is occurring at both the device and document level. At the document creation level, network scanning is beginning to incorporate encryption capabilities to enable the creation of secure image files. For example, scanning to encrypted PDF can prevent unauthorized individuals from viewing the document. At the device level, user authentication can take many forms, including user password or even fingerprint and other biometric technologies. These options can satisfy access control by restricting device usage and can also provide audit trails by recording which authorized users have accessed the scanner and which company information was created or viewed on the device.

Networked Scanners Can Support ECM Solutions
Another trend in the network scanning market is the growing availability of SDKs (software development kits) that can be used to run customized document management systems right from the network scanner. “Although well-suited for ad hoc scanning, one-touch scan-to-job buttons on the network scanners enable VARs to establish dedicated buttons that can trigger specific workflow processes, delivering the combination of more scanning power and functionality with simpler operation,” says Michael Oliva, manager of product marketing, Canon USA. “Incorporating various connectors to third-party applications, such as SharePoint or RightFax, can simplify integration and enhance interface options between the network scanners and various document management systems.”

In some cases, network scanning has become a way for VARs to enhance existing document management systems or even form the nucleus of brand new ones. “VARs have the ability to bring the entire system architecture together: network scanner, connectivity, servers, ECM (enterprise content management) applications, workflow, access rights, and document life cycle,” says Visioneer’s Capurso. “And since every organization has different requirements, the opportunity is there to make all the components come together and function reliably.” Just as with distributed capture implementations, VARs should leverage network scanning to continue pushing the point of capture even closer to the point of document creation. Doing so will help customers realize the benefits of increased ease of use, increased information security, increased productivity and efficiency, and perhaps what is at the top of most customers’ minds today, reduced costs.

– See more at: http://www.bsminfo.com/doc/The-Rise-Of-Networked-Scanning-0001#sthash.z0GfvD3B.dpuf