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Goformz Overview

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by

Mike Beard

on 6 August 2013

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Transcript of Goformz Overview

Document Composition
Document Re-Engineering
WEB Email FAX
Mail Preparation
Connect
Compose
Print
Scan
Route and Store
Capture Marks
Digital Pen
PlanetPress Design
PlanetPress Workflow
S O L U T I O N
T H E T O O L S
How do companies manage the volumes of paper
forms that run their businesses?
Transaction documents are changed, signed and marked up producing huge volumes of paper the be processed
Once back at HQ, all these documents are processed
Posting to ERP / Accounting systems
Scanning to EDM / Archival systems
Manual document filing
Electronic Document Storage
Processed documents now need filing
86 % of transactions are paper based
80% of Corporate Printing is a transaction
52% of transactions are mailed
H O W A R E T R A N S A C T I O N D O C U M E N T S M A N A G E D T O D A Y ?
D O C U M E N T L I F E C Y C L E : T H E N E W W A Y
Today: 100% Manual
Paper based system
ERP Data Entry
Filing / Archival
Better: But Still Paper
Scan to EDM
OCR and workflow
Better Still: Mobile computer
Integrates with ERP
Signature capture
Minimizes paper
But!
Very expensive devices
Very expensive software
Very expensive integration services
A new approach: Publish existing transaction documents over the CLOUD to tablets
No change to the host application, minimizing integration costs
Low cost devices ($200 - $800)
Limited Training, same look and feel as paper form
Paperless solution
Simple integration into EDM
Post transactions to ERP
So what are the customer Options?
Digital Pen Technology
Tablet and Cloud
Solutions
ERP to EDM Integration
W W W . P L A N E T P R E S S P A R T N E R S . U S
PlanetPress is the enabler
ObjectifLune brings you opportunity
Sell more to your current customers
A quick look at
PlanetPress

The Customer
Challenge

The New
Product

Customer
Options

How it
Works

Introducing Cloud Based
Tablet Application

Mail Creation and Mail Management
In Conclusion:

CONNECT
Link to nearly any host
Receive data from most any application
Compose/Format a transactional document
WORKFLOW, ARCHIVE & EXCHANGE
Rules based print, fax and email output
Dynamically route documents – including to specific tablets
Retrieve and process forms data captured on tablets
Identify and manage delivery exceptions, trigger other processes
Populate EDM and other host systems with data and documents

DISTRIBUTE, CAPTURE & ROUTE
Logically distribute documents through the cloud, to mobile tablets
Capture signatures, changes and actions even when offline
Return documents and modifications digitally
Provide document status to tablet user
Screen Shots: Ipad
Full transcript