Kofax TotalAgility 7 Essentials

Instructor
First.last@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

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Course Structure

 Presentations

 Demonstrations

 Hands-On Practice Labs

 Topic Q&A & Daily Review

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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

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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

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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 Export options

 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.

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Exam Registration

http://training.kofax.com
(no “www”)

REGISTER FOR EXAM

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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: KFX

Headquarters: Irvine, CA
Employees: 1,200+ in 30 countries
Channel partners: 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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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 organization’s 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 Embedded BI & analytics
Captures paper & electronic info Both process & data analytics
at Point of Origination™ Capture & Output
Analysis
of documents & forms Monitoring, reporting & dashboards
of targeted
inputs Simulation & predictive modeling
ETL capabilities
Collaboration
Business to create content
Process
Management
to manage the
steps of an
activity
Leader Forrester Dynamic
Case Management Wave
Collaborate via email, IM, SMS & MMS
On-Premise or PaaS
Integration with Microsoft SharePoint,
Manage unpredictable Dynamics, Office 365, Lync & Exchange
processes Server

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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

Customer onboarding or account openings

Investment account transfers
Mortgage & loan applications
Financial Processes requiring trailing documents
Services

Customer onboarding or account openings

New policy quotes
Claim submissions
Insurance Processes requiring trailing documents

New patient onboarding

Claim submissions
Explanation of benefits
Healthcare Processes requiring trailing documents

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Kofax TotalAgility 7 Key Applications

Citizen benefit enrollments

Claim submissions
License & permit applications & renewals
Government Trailing documents

Other Industries Supply Chain

Business process Accounts payable automation
outsourcing Manufacturing
Industrial & energy Transportation & logistics
Utilities Wholesale
Telecom 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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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 v7.2

 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
image related Orchestration Transformation related
processing Server Server processing

WCF Web services TCP/IP ADO.NET TCP/IP ADO.NET

Database
Web Server
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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TotalAgility Implementation Best
Practice Guide
Implementation Best Practice Guide

 What is the Best Practice Guide?

 It provides best practice guidelines and recommendations for

architecting, provisioning and maintaining a Kofax TotalAgility
platform, and designing, implementing, deploying, monitoring
and supporting solutions based on the TotalAgility platform and
related technologies.
 In addition to guidelines on the TotalAgility product, advice is
also included in respect of the use of Kofax Insight as a
component of a TotalAgility platform implementation.

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Where can I get a the latest copy?

 Where can I get a copy?

 Completing the TotalAgility Essentials course

A copy is provided in the KTAEssentials.7z file within the
Presentation folder.
Note: this is the only TotalAgility course where a copy is
provided. You may be evaluating TotalAgility during the
Essentials training, or you may not have access to the
Customer or Partner Portal yet.
 Please always obtain the latest version directly within the
Partner or Customer Portal, or the Lexmark/Kofax intranet
before embarking on your TotalAgility implementations.

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 But wait…There’s 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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