Needs Analysis

Experienced consultants from our Professional Services Group are available to perform an onsite investigation and review of your capture requirements. This is generally the first step in delivering a detailed Statement of Work to customers and establishes a common framework for development and installation of a system tailored to a user's specific needs.

During the onsite analysis, a Kofax consultant meets with appropriate operational and managerial staff to observe the current operations and discuss the customer's desired implementation using Kofax software. This is a thorough review in which Professional Services Group will:

  • Reconfirm the general nature of the proposed imaging application and establish definite boundaries for this study.
  • Interview key end-user personnel involved in the processing of documents relevant to this project.
  • Identify, confirm and define the business objectives for this project.
  • Identify the current business environment as it affects this project.
  • Identify the current systems environment as it affects this project.
  • Follow the “document trail” from creation through processing and archiving for documents relevant to this project.
  • Review volumes, throughput constraints and document quality.
  • Determine their forms processing requirements. Professional Services Group shall review documents and forms that are representative of those to be processing using the Ascent Capture system.
  • Review and determine the best method of document separation and form identification for the Ascent Capture batch class configuration.
  • Review and determine end-user’s processing requirements including the desired speed of operation and workflow.
  • Review and determine the type and amount of index fields that need to be implemented to achieve end-user’s data capture goals.
  • Review and determine the validation rules that need to be applied to each index field of the batch class configuration.
  • Review and determine the requirements for releasing the data to a content management system or database.

On completion of the on-site needs analysis, Professional Services Group will write a detailed Statement of Work (SOW) that details our findings including all Ascent Capture batch class recommendations and a full implementation plan. The SOW shall recommend the following components:

  • Method of document separation and form identification.
  • Document types.
  • Form types.
  • Index fields.
  • Validation rules for the necessary index fields.
  • Number and types of Ascent Capture stations to adequately cover the current and future scan volumes.
  • Procedure for releasing index data and images to the desired content management system and/or database.

This document will also identify all key contacts and provide a signature block for approval by the reseller and the end-user. Upon approval of the SOW, full implementation can begin.

Professional Services Group believes most projects require a 40 hour commitment to thoroughly understand the user's requirements and then to translate that into a quality document for discussion and approval. However there are instances when a longer period is needed. Generally these involve the use of a high quantity of different forms, complex validation rules, extensive changes to an existing release script or creating a new release script, or the development of a custom module. Please consult with our Professional Services Group project managers for an exact assessment of your situation.