Energize Document Driven Processes
with Kofax Enterprise Capture

Kofax provides energy companies and their extended network of partners and suppliers with a robust, flexible and scalable enterprise capture platform to meet the full range of document capture and management demands. Documents may include customer data, contracts, UFSARs (Updated Final Safety Analysis Reports) and many other records, policies, drawings, charts, work orders, certificates, metering data and invoices.

Kofax enables the e-entry of new documents as well as backfile conversion of large volumes of documents with high accuracy, and seamlessly integrates with enterprise content management systems and relevant business processes.

• Any document type – on paper, fax, email, image, or any other electronic format - can be captured from desktop scanners, MFPs and high volume production scanners alike, across your organization and extended network.
• The Kofax enterprise capture platform offers the scalability to capture and manage hundreds to millions of documents per day, and to operate in both centralized and highly distributed environments.
• Via automated classification, documents can be routed to the right systems and data repositories quickly and securely, consistent with policies and regulations for records retention, disposition and privacy.
• Our market leading “learn by example” technology enables the automated recognition and extraction of information from any document without programming. Relevant information can be extracted from structured and unstructured documents and routed to processes and data repositories.
• Information from the e-entry of new documents as well as from backfile conversion can be consolidated and routed to processes and data repositories based on business rules specific to a company, an industry or a regulation.
• Integration with a wide range of workflow and content management applications ensures that both scan-to-archive and scan-to-process operations work harmoniously, feeding data into cohesive business processes.
• High availability and disaster recovery enable secure and compliant management of and access to records for mission critical implementations. These also increase operational efficiency across business processes and functions, as the electronic files can be easily searched and found in the data repository, allowing requests to be answered and actions taken on the fly.
• Data input and flow from the point of entry to final archive is fully automated, traceable and auditable. When paper is turned into actionable, electronic information at the point of origination, information archiving and exchanges can be significantly accelerated, supporting compliance with licensing, maintenance and reporting requirements.
• Performance monitoring provides real-time metrics on the operational health of your capture system and remote real-time management of system performance to meet throughput requirements.

Tough competition and new consumer preferences call for an increased focus on strategies for winning new and retaining profitable customers. Due to regulations and profitability, competing on price is no longer an option, so customer service has become the only differentiator.

Kofax enables energy companies to automate and optimize customer service operations, accelerating response time, increasing response quality and reducing processing costs at the same time.

• With Kofax, all incoming correspondence – whether fax, paper or electronic – can be captured in a consistent way whenever and wherever it enters the organization.
• Upon capture, documents are automatically classified as inquiries, claims, invoices, complaints, policies, change requests and so on. Relevant data is extracted and seamlessly routed to the appropriate applications for immediate access and processing.
• Powerful data validation ensures that only complete and correct documents are routed to the relevant application or employee, increasing data and information accuracy.
• The customer can be automatically notified by SMS, MMS, email, phone or fax at the moment their order, contract or inquiry has been received and processed. This notification can be enriched with further information and offerings to exploit up-sell potential.
• Customer information generated during automated inbound customer service processes can be integrated into sales campaigns, while outbound processes can be executed the same way – automatically, efficiently and securely.
• The combination of information capture and outbound communication on the same platform is highly cost effective, as it reduces processing complexity and cost, and enables access to information from different sources in real time.
• First-time resolution rates can increase, as information is available at the customer service worker’s fingertips.
• Proactive communication helps to reduce calls to customer contact centers drastically, reducing the workload for customer service employees and freeing them up for more sophisticated work.
• Extending the Kofax enterprise capture platform to other processes – such as records processing, contracts or invoice processing – reveals even more benefits. Standardization and ease of use and deployment all contribute to an even higher ROI and faster payback.

Energy producers, providers and utilities have to deal with an enormous volume of invoices every day. These invoices arrive in a variety of formats, including fax, paper (handwritten or machine printed) and electronic. To make this challenge even more complex, these invoices originate with a vast number of largely distributed suppliers.

End-to-end automation of invoice processing – including e-invoicing, workflow and seamless ERP integration – can significantly reduce the extensive effort of managing invoices from your entire supplier network.

• Invoices can be automatically captured no matter where they enter your organization, and no matter in which format (paper, fax, email, e-invoice and so on).
• Invoices can be classified at the point of entry through the intelligent recognition of invoice header and line item information.
• In case of missing or incorrect data, an automated alert function triggers exception handling and correction.
• Only correct and complete invoices are sent to the relevant applications and processes to ensure efficient processing.
• E-invoice processing and supplier integration can remove paper from the transaction altogether, enabling finance organizations to process electronic invoices and seamlessly work with their suppliers – providing the benefits of EDI at a fraction of its cost and complexity.
• The system provides real time integration with ERP systems like SAP and Oracle, and gives finance and business managers performance management capabilities.
• Cash management benefits significantly from visibility into the AP process, real-time status information – including invoices in process, cash requirement, invoices awaiting approval, cash consumption and productivity data – and the ability to trigger corrective measures.

Kofax customers benefit from a highly secure and scalable capture platform that can serve a wide variety of document intensive business processes. The Kofax enterprise capture platform automatically captures any type and format of document, transforms it into actionable information, and delivers that information to the right people, processes, applications and backend systems – all enabling your organization to become more efficient and reduce cost.

• With Kofax, any document can be processed, including customer inquiries, contracts and other legal documents, maintenance or quality records, policies, drawings, charts, work orders, sales orders, freight documents, certificates, invoices and so on.
• High quality scanning and front end capture turn paper documents into digital data the moment it enters your organization, eliminating paper before the process actually starts.
• Workflows and processes can be triggered based on the classification and extraction of relevant data and the validation of the data’s correctness and completeness. The information that triggers the process may arrive in a structured form, a letter, an email, an attachment or many other formats.
• Straight-through processing of any document reduces costs while also significantly increasing processing efficiency, data accuracy and information availability. It reduces manual labor by minimizing paper handling, shipping, storage and searching. Using the same Kofax platform for notification and communication also improves customer service, sales efficiency and internal information exchange.
• The platform supports compliance with regulations – such as data privacy, data protection, State Archive Acts, and cost and efficiency transparency – by monitoring each touch point across the entire process, from data input to data flow to final archive. It offers visibility into the entire process and data integrity across processes.
• Kofax offers a highly robust, scalable and flexible enterprise capture platform for all document driven business processes, including inbound and outbound communication. The more processes on the Kofax enterprise capture platform, the higher the ROI, and the faster the payback.