Kofax TotalAgility 7 Essentials

Shane McCartney - Lead Instructor

Shane.mccartney@Kofax.com Or Training@Kofax.com

Module 01-1
Introduction to the Kofax TotalAgility 7 Essentials Course

Class Training Overview

Course Structure
Classroom Environment
Course Materials, Software, and Hardware
Course Objectives
Course Roadmap
Exam Registration

Course Structure
Presentations

Demonstrations

Hands-On Practice Labs

Topic Q&A & Daily Review

Classroom Environment
Amenities & Fire Exits (Classroom Only)
Four Days (optional 5th day am for exam)
Daily Schedule
Start

08:30

Break 10:00 10:15

Lunch 12:30 13:30
Break 15:00 15:15

End

16:30

Optionally 5th day am to complete the exam

Covers Kofax TotalAgility 7

Course Materials, Software, and Hardware

Student Guide, Lab Guide, Flash Drive
All course materials + Installation files
Environment & Logins
VMWare image
Username: Trainee
Password: W0rkstation
Labs build in complexity
Additional self-learning modules

Course Roadmap
Day 1
Overview of Kofax and TotalAgility, Installation and Server Settings

Create a basic Capture Process

Create Resources
Create a Separation Profile, Folder Type Extraction Group and

Classification group
Day 2
Configure process properties, Variables, Capture nodes

Create a Website, Forms and Navigation

Configure Classification
Configure Extraction
Create a basic BPM Case based process
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Course Roadmap
Day 3
Variables and Data Access
Email Notification
Document Creation
Forms, Navigation and Security
Re-designing Forms
Day 4

Configuring Capture and Personal Loan Process

Configuring Email and MFP as Capture Input Sources
Optional Mobile and Scanners and as Capture Input Sources

Exam Preparation
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Important Note
This is an Essentials class. It provides an overview to Kofax

TotalAgility 7.
Other classes are available for a more in-depth understanding of

TotalAgility 7.

Exam Registration

http://training.kofax.com
(no www)

REGISTER FOR EXAM

10

Exam Registration

Email: Your Work Email

Address

eVoucher Number:
Provided to you

Exam:
KTA 7 Essentials

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Class Training Overview

Introduction to Kofax, Inc.
What is Kofax TotalAgility 7?
Platform Concept
Single Platform for Smart Process Applications (SPA)
Business Process Management
Dynamic Case Management

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Class Training Overview (cont.)

Single Platform for Multi-Channel Capture (MCC)
Mobility Services
Capture Services
Transformation Services
Awareness and Collaboration Services
Analytics & Business Intelligence (BI) Services
Data Integration Services

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Introduction to Kofax, Inc.

Leading provider of smart

process applications that

simplify the business critical
First Mile of information
intensive customer interactions

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Kofax Global Presence

Public on LSE and NASDAQ:
Headquarters:
Employees:
Channel partners:

KFX
Irvine, CA
1,200+ in 30 countries
800+ in 70 countries

Successful
Customers:
20,000+
Software seats:
150,000+
ERP, CRM, LOB integrations: Tens of thousands

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Kofax TotalAgility 7 Value Proposition

Seven Ways to Make Your First Mile Smarter:
(http://www.kofax.com/smart-process-application-platform)

1.

Leverage Mobility

2.

Reduce time between engagement and action (no latency)

3.

Empower customer (keeping them informed via email, text, web)

4.

Reduce complexity and effort to drive down costs

5.

Self service, reduce work load on Knowledge Workers

Respond to changes quickly gives a better customer experience
Dynamic time change

Reassign

work

6.

Real-time reports

7.

Connection between systems of engagement and systems of record

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Kofax TotalAgility 7 A Unified Smart Process Application Platform

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Smart Process Application Platform

Smart Process
Applications

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Kofax TotalAgility 7 The Essential Link

Systems of Engagement

TotalAgility 7

Systems of Record

generate real time,

information intensive
communications from customers

provides an essential link

between systems of engagement
& systems of record

are enterprise applications

designed for internal purposes

Results in
an Optimized
Customer
Experience
&
Greatly
Reduced
Operating
Costs

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Platform Concept
Kofax TotalAgility 7 dramatically transforms and simplifies the

business critical First Mile of real time, information intensive

customer interactions.
It does this by combining market leading capture, business

process management (BPM), dynamic case management (DCM),

collaboration, mobile and analytics capabilities in a single smart
process applications platform that provides an essential
connection between an organizations systems of engagement
and systems of record.
It unifies everything Kofax does today around mobility, capture,

transformation, and analytics, built on the industry leading

TotalAgility platform.

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Single Platform for Smart Process Applications (SPA)

Recognizes and processes
key metadata to speed up
processes
Integrates with all information
sources
Awareness
of relevant data & content

Leader in Forrester
Multichannel Capture Wave
Captures paper & electronic info
at Point of Origination

Embedded BI & analytics

Capture & Output
of documents & forms

Business
Process
Management
to manage the
steps of an
activity

Analysis
of targeted
inputs

Collaboration
to create content

Leader Forrester Dynamic

Case Management Wave

Both process & data analytics

Monitoring, reporting & dashboards
Simulation & predictive modeling
ETL capabilities

Collaborate via email, IM, SMS & MMS

On-Premise or PaaS

Integration with Microsoft SharePoint,

Dynamics, Office 365, Lync & Exchange
Server

Manage unpredictable
processes

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Dynamic Case Management

A highly structured, but also collaborative, dynamic, and
information-intensive process that is driven by outside events and
requires incremental and progressive responses from the business
domain handling the case.
Examples: a patient record, a lawsuit, an insurance claim, or a contract
Includes all the documents, data, collaboration artifacts, policies, rules,

analytics, and other information needed to process and manage the

case
A Case is the term given to an instance of a case definition process,

e.g. a fraud case

A case definition has associated case processes which may or may

not be instantiated as part of the case

Dynamic Case Management An Old Idea Catches New Fire
Craig Le Clair and Connie Moore, Forrester Research, 2009

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Kofax TotalAgility 7 Key Applications

Financial
Services

Customer onboarding or account openings

Investment account transfers
Mortgage & loan applications
Processes requiring trailing documents

Insurance

Customer onboarding or account openings

New policy quotes
Claim submissions
Processes requiring trailing documents

Healthcare

New patient onboarding

Claim submissions
Explanation of benefits
Processes requiring trailing documents

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Kofax TotalAgility 7 Key Applications

Government

Citizen benefit enrollments

Claim submissions
License & permit applications & renewals
Trailing documents

Other Industries Supply Chain

Business process
outsourcing
Industrial & energy
Utilities
Telecom

Accounts payable automation

Manufacturing
Transportation & logistics
Wholesale
Retail

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Traditional Capture to Process

Downstream Business Process

Downstream errors & re-scans cause

delays & impact customer experience

Capture Workflow

Customer

Designed for upfront capture tasks

Act & React to issues encountered in the business process

Limited end-to-end visibility for employees or customers

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Single Platform for Multi-Channel Capture (MCC)

Single End-to-End Customer Facing Business Process

Engagement

Engagement

Capture Sub-Process

Capture Sub-Process

Customer

Customer

Customer

Capture in Process for Improved Customer Interactions

Designed for both upfront & trailing capture tasks
Act & Interact in real time to issues encountered in the business process
Full end-to-end visibility for employees & customers

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Kofax TotalAgility Target Applications (MCC)

All Multi-Channel
Capture Applications
in a Single Platform

Applications

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Mobility Services

Customer Onboarding

Mortgage Automation

AP Automation

Smart Mobile Apps

Mailroom Automation
Mobile Onboarding
Claims Processing
Mobile Mortgage
Mobile Quote

Underwriting (New Business)

Mobile Capture
Mobile Pre-registration

Patient Onboarding

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Platform for Mobile-Centric, Low Latency Processes

Kofax or Customer Mobile App
Reduced Process Latency

Extend Capture
Extend HTML5 Forms
Extend Processes
Extend Business Rules
Extend Collaboration

Cross-Sell/Service with HTML5 content unique to the customer

Single platform for mobile-centric processes low TCO, fast time to market
Develop multiple apps on a single platform
Render on any device (Mobile, Tablet, MFP, Web Portal)
Mobile SDK available for TotalAgility 7 integration with existing native apps

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Analytics & Business Intelligence Services

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Data Integration Services

Capture & deliver all information types into

SharePoint & Office 365

Manage & automate case management

& end-to-end processes in SharePoint

Extend capabilities of Dynamics to support

BPM & Dynamic Case Management

solutions
Capture at the Point of Origination with

mobile capture
Cloud computing services leveraging

Windows Azure
Lync communication capabilities for

process & case management

Leverage Microsoft developer tools

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Kofax TotalAgility Overview

Kofax TotalAgility 7 combines capture, process management,

analytics, and mobile capabilities into a single unified platform

Multiple capture mechanisms
Web Scan, Mobile, Email, Watched Folders, MFP
Image enhancement capabilities
Classification, separation, and extraction capabilities
Bar code/patch code separation classification
Standard and trainable document separation
PDF generation capabilities
Thin client document review, validation, verification

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Kofax TotalAgility Overview..

Uses Kofax License Server
Support for existing Kofax Export Connectors
Kofax Reporting support
Form Designer
Full SPA (BPM) product for downstream processes

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Product History
Kofax TotalAgility was first released in March 2000, currently v7.1
v6.0 released in Nov 2012 (full .NET, On-Premise or Cloud (Azure))
Previous version was 5.5 (built as COM+ and (SOA) to exploit MSDTS and .NET

Kofax TotalAgility 7 is the integration of Kofax Web Capture, Kofax

Transformation Toolkit, and TotalAgility components and functionality

Microsoft-based, but built for interoperability with other systems

Note: A migration path is supported to go from v5.5 and v6.0 to Kofax TotalAgility7

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Underlying Technology
Architecture
Designer Silverlight

Transformation Designer Windows Application

Workspace Out of box run time thin client
Web Forms HTML5 / JavaScript

Exploits Microsoft .NET architecture

Number of services e.g. TotalAgility Core Worker makes its easy to

adopt, deploy, integrate with existing systems, and scale

Components
Web Server
Application Server (Orchestration and Transformation)
Database Server

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Underlying Technology (cont.)

Integration
Database Connections (SQL server)

Web Services (REST, WCF, SOAP)

.NET Assemblies
On-Premise Export Connectors for Capture

Additional On-Premise LOB Connectors:

HP Trim, CMIS, MS Exchange, MS SharePoint, MS Dynamics CRM,

MS Dynamics AX
Other BPM/DCM Features:
Simulation, Import from XPDL and Visio, Outlook client integration

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Kofax TotalAgility Architecture Diagram

Standard/non
image related
processing

Orchestration
Server

WCF Web services

Transformation
Server

TCP/IP ADO.NET

Image
related
processing

TCP/IP ADO.NET

Database
Server

Web Server

TotalAgility
Http

TotalAgility
Documents

Web Browser

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Kofax TotalAgility Designer and Transformation Designer

The TotalAgility Designer is a design time web based

Application that allows you to:

Design capture processes, case and business processes,

sites, and forms

The Transformation Designer is a windows application that

allow you to configure/train classification, separation, extraction

etc.
The Workspace is a runtime HTML5/JavaScript thin client that

allows you to:

Create an instance of a process
Scan documents
Administer run time jobs

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Kofax TotalAgility Designer (cont.)

The Designer is an easy-to-use, graphical environment for

modelling, design, analysis, simulation, and testing of processes and

forms
It is the design environment with the following components:

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Kofax TotalAgility Designer Process Designer

The Process Designer helps you model business processes

through a user-friendly graphical modelling environment

Processes are saved in the database as XML files

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Kofax TotalAgility Designer Form Designer

The Form Designer helps you create workflow forms (screens)

based on Kofax TotalAgility processes, without the need for

extensive programming
Forms are specified in the XML-based message definition, and

held in the database and rendered by a Forms Server

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Kofax TotalAgility Workspace (cont.)

The Workspace is the interface for run-time users of Kofax TotalAgility 7
Knowledge workers and capture operators receive and process work
Managers can dynamically manage and optimize work within their teams
Administrators can monitor the system
All done in a thin client, HTML5 environment

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Kofax TotalAgility Transformation Designer (cont.)

The Transformation Designer is a design time interface configuring

classification, extraction, validation, separation etc.

Can train TotalAgility system to recognise documents/extract data

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But waitTheres more!!!

NOTE: This is an essentials class. It provides an

introduction to Kofax TotalAgility 7. Other classes are

available for the more advanced capabilities of the product.

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Ready?

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