Workflow

Optical Character Recognition (OCR) has made great progress in the fight for paperless offices. It’s become a staple component in just about any document management software.

So what is OCR? Wikipedia offers this definition: “…the mechanical or electronic translation of images of handwritten, typewritten or printed text (usually captured by a scanner) into machine-editable text.” (2008)

Fundamentally, a computer reads the document and creates a library of searchable information. This type of application allows an EDM solution the opportunity to build a database of text, making the search for usable information within and across documents much easier.

While many argue the accuracy levels for OCR engines can reach 98 or 99 percent, small-to-medium businesses (SMBs) may find this hard to achieve with most commercially-available software. Many variables can affect the accuracy levels of output, ranging from document condition to readability.

Where problems can begin to occur is when OCR is not applied to the text contained within the scanned document, but used to lift index values themselves (e.g. customer name, number, etc.). This becomes dangerous if there are no quality assurances or stop-loss measures in place. If that is the case, it becomes likely a document will be misplaced due to a character being off here or there.

Distributed capture has evolved with today’s business processes to incorporate paper-based information into digital workflows. Document imaging technology gives businesses the advantage to increase the amount and quality of information included in critical business systems. The integration of multifunction peripherals (MFP) have made document scanning available for the average office worker.

Whether a business wants to utilize a new distributed capture system or making improvements to its existing system, there are four key ways to ensure scanning processes are optimized to meet business needs.

Work with Your Existing Office Infrastructure.
With today’s emphasis on reducing environmental impact and cutting economic costs, it has never been more important to utilize existing IT investments in new ways. Businesses can significantly increase the value of existing systems by eliminating the need for paper-based workflows and file cabinet document storage.

When you have one or more groups in an enterprise, utilizing a document management system will provide storage, easy access and control of large information caches.

As workgroups grow larger, the data in the system continues to grow with it. In document management systems, different sets of data are stored in different styles and fonts. Document management solution companies work on systems so anyone within a workgroup can access information.

Good document management software is judged by the accuracy, simplicity and availability of the information access methods. Most systems have a login that will not allow people without proper authentication to view the data. If the data is stolen, the system should be able to restore the lost document without losing format or information.

In today’s society everyone strives to become the boss whether it’s the manager, president or CEO. People tend to discount the little people like the secretary, assistant and file clerk. These employees are essential for making sure every-day tasks are completed smoothly and efficiently, yet businesses insist on making life harder for them by keeping with a paper-based office.

Take for example a department assistant at a state university. He or she organizes everything from adjunct teacher files, instructor contracts, course schedules, money orders and background checks. For each type of document there are separate filing storage cabinets.

Also take into consideration the issue of employee manuals. Every task required for a job is provided in the inconvenient form of a 4-inch binder categorized haphazardly in a conglomerate of miscellaneous information.

All too often, we hear and even use terms assuming others know exactly what we mean. One term used in the document industry is workflow- but what does it mean?

According to Wikipedia

A workflow consists of a sequence of connected steps. It is a depiction of a sequence of operations...

The flow being described often refers to a document that is being transferred from one step to another.

A workflow is a model to represent real work for further assessment, e.g., for describing a reliably repeatable sequence of operations. More abstractly, a workflow is a pattern of activity enabled by a systematic organization of resources, defined roles and mass, energy and information flows, into a work process that can be documented and learned. Workflows are designed to achieve processing intents of some sort, such as physical transformation, service provision, or information processing. (Source: http://en.wikipedia.org/wiki/Workflow )

Today there are millions of MFPs populating workplaces in every industry. Organizations find MFP scanning appealing because they can combine scanning, copying and printing all on one device. These all-in-one devices allow companies to save money by getting rid of unnecessary technology, increase productivity because of higher page per minute output, and provide a way to add hardcopy documents into their electronic workflows.

With the growth of MFP scanning come questions about how best to utilize and how to take advantage of all the qualities a MFP can provide. Here are a few pointers to take the stress out of implementing an MFP into your document workflow.

· MFPs are not restricted to small-size documents! The MFP document feeder may restrict you to 50 or so pages, but by hitting the “scan more” button you can continue scanning for any number of pages.

· Scanned images from MFPs will not be larger file sizes than images from scanners. MFP scanning software includes image compression so even color pages can be reduced to as little as 200 KB per pages while retaining sharp text and good image quality.

· You can create searchable PDFs with MFP scanning. MFP scanning software allows you to create and save PDFs that are then available for text searches within documents and network folders.

Scan to email is one of the most convenient forms of scanning today and can provide the greatest efficiency improvement in any organization.  Your customers are progressively expecting to receive documentation via email. You can effectively meet this critical business requirement through the use of devices like multifunction systems (MFPs).

MFPs feature high speed scanning that allows documents to be converted to common digital formats like PDF, .jpeg or .tiff formats.  These files can be sent to email addresses  or directed to a network folder.

There has been a movement to incorporate new document capture technologies into businesses worldwide.  Why would you spend hours patiently keying in information from delivery tickets, sales orders and remittance stubs when you could automatically extract information from scanned documents?

How Data Capture Works 
Documents are scanned using a scanner or multifunction system and then utilizes the following technologies to read data from the document:

Zone OCR: Optical Character Recognition (OCR) converts scanned text into text that can be edited in common word applications and imported into a database.  Zone OCR reads text from a specific area of a document. 

Barcode Recognition:  Information can be read from barcodes on documents.  For example, the invoice number on your proof of delivery slips can be embedded in a barcode. When these slips are scanned, the capture software reads the barcode.

When one thinks about threats to organizational security, the words hackers and computer viruses come to mind. In this world of network attacks, printers, copiers and fax machines are easy to overlook. These systems can store trade secrets, financial and medical information, and valuable information like customer lists or pricing schedules. Loss of this information could be devastating.

The good news is that there are practical steps you can take to improve the security of your printers and copiers.

1. Track Printing Access

Output tracking technologies can keep a record of which documents are printed. You can access the printing logs to see what documents an employee has printed. Your staff will know that the company is monitoring information security thus creating an environment where employees are hesitant to steal information through the printer.

2. Encrypt Hard Drives on Multifunction Systems

When you scan a document on a multifunction system the scanned image is stored on the device’s hard drive before it is sent off to an email address or network folder location. New security technologies can encrypt documents on the multifunction system’s hard drive and make sure files are erased after they have been transmitted.

A new report by Datamonitor argues that many organizations waste 10% of their staff costs because employees can not find the right information to do their jobs. Over 50% of staff costs are now for employees performing “information work”. But the employees are suffering from both information overload and information underload, and as a result they spend up to 25% of their day searching for the right information. Datamonitor argues that this why some organizations could be frittering away as much as 10% of their staff costs on wasted effort.