In this mortgage solutions demonstration, Principal Architect Gi Lee from Zia Consulting shows how to build dynamic borrower sites using Crafter Software. The solution was built as a module of the ZiaOne LAS (Loan Automation System), which utilizes Alfresco as a content hub–just as Crafter leverages Alfresco.
The demo starts with the borrower landing/login page that is fully customizable by an author. Gi shows how the page can be viewed on a computer screen, on an iPad, and on a mobile device thanks to Crafter’s innovative content preview tool.
Next, Gi logs into the site as a lender and shows how they would create new loans and upload files to the “mFolder”—Zia’s unique Mortgage Folder concept. Here he explains how uploading documents through the Crafter site will automatically load them into Alfresco using ZiaOne LAS. To show this process, Gi logs into his Alfresco instance and displays the thumbnail images of the documents he uploaded via Crafter. As documents are uploaded and enter Alfresco, they are automatically classified and metadata is extracted.
At the end of the demo, Gi explains some of the authoring tools available and shows how easy it is to quickly customize numerous elements with Crafter. “The great thing about Crafter is that you are not limited to only a handful of sites,” said Gi Lee. “You can have one, or you can have a million… the software will scale appropriately.”
Zia Consulting provides document automation solutions for companies across the mortgage industry, delivering significant cost savings while at the same time offering accelerated revenue opportunities and improving visibility into the process for enhanced compliance and business intelligence. Zia has experience providing document automation to a wide range of enterprises across the entire mortgage industry, which we have used to create our ZiaOne Loan Automation System (LAS) featuring:
- Automated Document Processing from ANY Source, in ANY Form, of ANY Type
- Borrowers Supporting Documents to Closing Documents
- Integration with your LOS (Not Replacing it)
- Zia OneView for End-to-End Analytics
View three unique demonstrations of our ZiaOne LAS hosted by Senior Solutions Engineer Jon Solove, originally produced the 100th Annual Mortgage Bankers Convention.
Traditional document capture is a very linear process which has several interfaces and integration touch points. Zia is excited about the Web Service API introduced by Ephesoft to be able to embed the capture power in current systems. Zia terms this functionality as IPC: In-Process Capture.
Join Zia Consulting’s EVP and Co-Founder Pat Myers for this short whiteboard session highlighting In-Process Capture.
We’ve posted the next video in our Whiteboard Series: “ACE – Advanced Closing Extraction for Ephesoft.”
Join Pat Myers, EVP of Zia Consulting, for an overview of Zia’s Advanced Closing Extraction (ACE) for Ephesoft solution.
Advanced Closing Extraction (ACE) for Ephesoft provides enhanced capture for mortgage documents. With the size of an average mortgage loan at over 500 pages, and hundreds of different document types, the labor intensive and costly methods of processing loans used in the past are no longer possible for banks that want to compete. Now, many of the most data intensive documents such as HUD-1, GFE, Truth in Lending and more can be managed securely and efficiently with Zia’s Advanced Closing Extraction. Using Ephesoft Intelligent Document Capture, ACE automates mortgage data collection with quick implementation, carefully extracting necessary information and ensuring compliance.
There are a number of things we like about Liferay and once you start using Liferay it is easy to see why. Liferay is a leader in the portal space (according to Gartner, not just Zia). It also has a highly flexible user interface and integration platform that makes it easy to use. In fact, we recommend it as a go to technology for Web development and integration.
With so many great things about Liferay, it was hard for me to narrow it down to 5 things for our recent Webinar. In case you missed the “Favorite Things about Liferay” webinar, here are the top five reasons Zia loves Liferay:
1) Open architecture – Liferay is extremely flexible as an environment and can be used with any Java application server and any database that is JDBC compliant. This means that most companies will able to leverage existing technology investments with Liferay. You can use products like Tomcat, JBoss, WebLogic, WebSphere, MySQL, Oracle or SQL Server. You can also use any Java web framework such as Liferay MVC, Spring Portlet MVC, Struts, JSF or GWT. As with any open source product, Liferay customers benefit from being able to ‘see under the hood’ and look at the source code to address problems and report bugs/fixes. This open architecture makes Liferay both an excellent social platform (wikis, blogs, etc.) and integration platform. On a recent customer engagement, I used Liferay to integrate with an ERP, CRM, ESB and several web services.
2) Fast Site Creation – For any company that is consistently adding or updating site content, Liferay makes it easy to quickly create and add a web page. Content creators can create new pages with little technical background and with minimal or no IT involvement. This puts the control back in the content creator’s hands and frees up IT resources. From a developer standpoint, it is easy to mock up sites for new projects and manage overall site creation. Liferay’s content management system manages all file types including images, documents, videos, and web content. Web content can be a simple snippet of HTML, or a complex mix of images and HTML that are neatly organized using structures. The structure is then combined with a template for displaying the web content, so that content contributors can focus on the content and not technical details. Liferay makes it easy to create content, update navigation menus, and create pages and sites in minutes.
3) Liferay Plugins – With Liferay you do not need to re-create the wheel. The functionality you need to build your web presence is often available in an existing Liferay plugin. A brief list of the most commonly used plugins are web content display, sign in (user login and forgot password), social media features (such as chat, Wikis, message boards, blogs, etc.) and web proxy. The web proxy feature is great because it allows you to expose legacy web applications in your enterprise through Liferay so that they are all managed the same way. You can customize Liferay plugins in several ways, including the portlet’s UI configuration settings, control panel, and portal-ext.properties. This saves time by avoiding rewriting code. If configuration changes are not enough, you can use Liferay hooks to change JSPs, CSS, and actions (to name just a few). Zia has a lot of experience customizing Liferay using hooks. For example, we have helped many companies customize the sign in plugin by putting in a company’s own look and feel or adding in pages and documents / terms that a user has to agree to. Hooks can also be used to integration with other systems such as LDAP, ERP, CRM, etc.
There are lots of things I love about Liferay and these are just the top five. One additional feature specific to Version 6.1 that I am excited about is the out of the box previewing of PDF and Word documents. This will save companies a lot of development time.
If you want more information on these features, view our On Demand Webinar to see how easy it is to create pages, use plugins and custom development pages. Or contact Zia directly for more information on how we can help you leverage Liferay in your organization.
Invoice processing is no easy task and can be a time consuming and resource intensive task. Even with a variety of different solutions on the market, most companies still manually process invoices. Technology costs and complexity have been barriers to automating invoicing, but with Ephesoft that is no longer the case.
We recently helped a growing ecommerce site, eReplacementParts.com, implement Ephesoft to automate its invoicing processing to improve overall procurement and accounting processes. Like most growing businesses, eReplacementParts’ manual invoicing process had become inefficient. For a company that promotes reuse and sustainability, the process was anything but green.
Zia worked with eReplacementParts to assess their needs and determine how Ephesoft could be used in their environment and on their budget. eReplacementParts is a tech savvy company and while they did the implementation themselves – they needed help to ensure they configured and customized the system properly for their environment. Zia also provided support through their implementation.
Today, the company can quickly and easily convert paper invoices to electronic ones – regardless of document format documents to electronic. When invoices are received they can be scanned into the system and sent directly to the Ephesoft server where text is extracted from the documents into forms and integrated with the company’s ERP system. The system retrieves the appropriate data fields for classification and validates the information with POs. It will also flag exceptions or direct a document to the appropriate system for processing.
With Ephesoft, eReplacementparts has moved from a manual process to an automated process – saving time, improving system accuracy and reducing paper waste. They are a great example of how companies can cost effectively use intelligent document capture technology to simplify the task of invoice processing. If you are struggling to manage your invoice process – Ephesoft could be the right solution for you!
Our developers are big fans of Martin Fowler, self-described “author, speaker, and loud-mouth on the design of enterprise software”. His recently published infodeck on “Developing software for Multiple Mobile Devices” really drew our attention. It is a well thought out and beautifully articulate discussion of the issues in forming a mobile device strategy. We wanted to share it with you. You can view it here.
Also, really like his thoughts on the “Infodeck” presentation paradigm!
We were fortunate to have Ike Kavas, CTO of Ephesoft at the Zia Paper to Mobile Summit held at the Zia HQ in Boulder. Ike provided us with a very entertaining and informative keynote address reflecting from a technology perspective on the past, present and future of document capture. Have a look and enjoy!
Check out this inside look video.
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Over the last 18 months, a number of companies have asked us to come in and rescue their failing Alfresco projects/implementation. Having worked on a few of these projects, I have found that many of these companies ran into the same problems.
For anyone just starting to implement Alfresco or looking to expand their existing implementation, here are some tips to ensure your project does not need rescuing down the road:
Assess Your Business Needs – The biggest mistake companies make is forgoing the formal assessment of business needs both from a user and IT perspective. Without this step, companies do not have a vision for how their Alfresco environment will look and work. If you are building Alfresco sites and adding content in a random process – eventually your implementation will hit roadblocks. Without a vision for how the Alfresco repository should act, you are likely to end up with a disorganized repository that has little site or folder structure making content hard to search and manage. Ultimately, this will lead to user dissatisfaction and it will not solve your content needs.
Proper Server Configuration – A common problem customers ask us about is performance – their Alfresco implementation is slow or freezes up. Often times this is because Alfresco is not properly configured and is inefficient. For example, one Alfresco CPU license allows a company to create 4 virtual cores. By setting up the virtual cores on your server, you can optimize Alfresco’s performance. Many companies will incorrectly configure their available virtual cores, slowing down the system. Other issues involve setting up Alfresco in an unsupported environment. This means that Alfresco technical support is unable to help address any support questions. Knowing the nuances of how to properly set up and configure your Alfresco implementation in the beginning and as you expand is essential for its success (this holds true for most systems).
Customization vs. Supporting Software – Too much customization can make your implementation complex and hard to maintain and upgrade. A successful Alfresco project can quickly become a rescue project if a company wants to upgrade its highly customized Alfresco implementation. It can be done, but it takes longer. The key to customization is understanding when to customize and when to leverage supporting software. For example, we worked on one rescue project where the company had done extensive customization to provide functionality that was already available through Alfresco software partners. After a year of trying to upgrade their complex environment, users became frustrated and IT lost credibility with the project. In many cases, the company could have leveraged supporting software to provide the same functionality that they received from the custom code. This would have eliminated problems during the upgrade. Leveraging software such as Liferay, Ephesoft, WeWebu and MuleSoft reduces the complexity of creating custom code. Knowing what technology can be used with Alfresco to minimize customizations will make maintaining your Alfresco environment easier.
These are some of the common pitfalls that customers encounter when implementing Alfresco (or any new technology for that matter). If you are in this situation and need someone to rescue your Alfresco implementation, Zia can help!
More importantly, contact Zia before you implement or expand your implementation to avoid these mistakes all together. We have a unique assessment methodology and will work with you to understand your content needs, requirements, workflow and business processes. We will help you evaluate your IT environment strategically and make recommendations on how to implement Alfresco, leverage supporting products and design a system that lets you leverage your content in smarter ways and manage it more effectively for immediate results.