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Webinar Series: Insurance in 2016 – Process Efficiency and Data Security

As we move into 2016, many insurance organizations are looking to transition from their end-of-year strategic planning towards the achievement of their set goals. Whether property and casualty, life insurance, reinsurance, or any other type, top priorities are improving process efficiency to deliver measurable business results and enhancing data security to mitigate enterprise risk. But, how can you get there? Our three-part webinar series shows how leveraging automation technologies can deliver a rapid ROI in document processing and also provide your organization with our Universal Content Security. Each webinar is 30 minutes in length and includes a demonstration and specific customer examples.

Webinar 1: Automating Claims Processing 
See how a leading insurance provider revolutionized their business using Intelligent Document Capture and a modern, integrated ECM content hub.

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Webinar 2: Automating Contracts and AP 
Learn to automate common back office business processes —from contracts management to AP—with tools like Document Assembly and enterprise integration into ERP systems such as SAP or Microsoft Dynamics.

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Webinar 3: Addressing Cyber Security
Discover how the application of data security can be automated across the entire organization and extended to external collaboration tools from email to Dropbox.

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Demo – Adhere for Alfresco: Legal – Part 2

In this video, Sr. Solutions Engineer Jon Solove demonstrates the execution of a contract using Adhere for Alfresco: Legal, a content management solution from Zia Consulting.

For corporate legal departments within many organizations, the choice of a document management system has been limited to a small number of legacy vendors with complex and costly offerings that users are forced to accept, rather than working the way they want to work. The result is “ECM avoidance” with users finding ways around their ECM system–utilizing email, shared drives, or cloud technologies.

Today there is an alternative: Adhere for Alfresco: Legal, powered by Alfresco and delivered by Zia Consulting. Zia understands that when systems are easy-to-use and leverage existing tools like Office or Google Docs, the result is increased utilization and an improvement in control and compliance. Our Adhere for Alfresco: Legal solution delivers document and records management that’s as simple as using email or file systems, with the power of enterprise-class CMS features and functionality.

 

Video Demo – Adhere for Alfresco: Legal – Part 1

In this demo, Sr. Solutions Engineer Jon Solove demonstrates the creation of a case using Adhere for Alfresco: Legal, a content management solution from Zia Consulting.

For many corporate legal departments and AM100 law firms, the choice of a document management system has often been limited to a small number of legacy vendors with complex and costly offerings that users are forced to accept, rather than working the way they want to work. The result is “ECM avoidance” with users finding ways around their ECM system–utilizing email, shared drives, or cloud technologies.

Today there is an alternative: Adhere for Alfresco: Legal, powered by Alfresco and delivered by Zia Consulting. Zia understands that when systems are easy-to-use and leverage existing tools like Office or Google Docs, the result is increased utilization and an improvement in control and compliance. Our Adhere for Alfresco: Legal solution delivers document and records management that’s as simple as using email or file systems, with the power of enterprise-class CMS features and functionality.

New Whiteboard Video: Records Management + ROI

The legacy of Records Management (RM) systems is one where RM solutions have traditionally been designed for dedicated compliance officers rather than content creators, deployed in a standalone environment that is disconnected from corporate collaboration and ECM systems. This duplication of effort–moving documents from ECM to RM systems and back again–adds tremendous cost and complexity to the management of information within the enterprise and leads to the increased probability of non-compliance from errors during this process.

Zia provides Easy Records Management (Easy RM) Solutions that work the way you do, connecting those who are creating content with the compliance process. Easy RM incorporates the tools you use on a daily basis, reducing barriers to implementation and widespread usage. Whether it’s “in-process” records management, automated declarations of records, or intelligent rules for file plans, our Easy RM solutions simultaneously increase productivity and compliance.

This whiteboard video hosted by Zia’s SVP Phil Robinson will demonstrate how to gain a positive ROI on the Alfresco One Records Management module with Zia’s Easy RM solutions.

New Video Demo: HR “Offboarding”

For those outside the HR department, one area that is typically “hidden” when considering the cost and complexity of document processing is the “offboarding” of employees – either through termination or resignation. With both company and regulatory requirements for documentation and data, and ranging in source from Paper to Email to E-Forms, for many organizations the need for automation of “offboarding” rivals that of “onboarding”.

This demo will show:

  • Creation of “Offboarding” Case – with Dynamic Role-Based Views & Templates and Zia’s Document Assembly offering
  • Processing of Case – with Advanced Workflow, Office / Email Integration, and Annotation/Redaction
  • Employee Collaboration – featuring Alfresco One Cloud Collaboration
  • Leveraging Intelligent Capture to automate the classification & extraction processes

Lightning Talks: Alfresco Share Evaluators (Predefined and Custom)

Customizing the Alfresco Share user interface may require actions/indicators based on something about the node to be actioned (property, state, type, etc). For example, you may only want to enable an action for a node if of a specific type. This can be achieved by using Evaluators. Alfresco provides a number of out of the box evaluators. Additionally, more robust evaluators can be created by extending the classes used to support the out of the box evaluators. In this Lightning Talk from ECM Architect Mike Wallach, the predefined evaluators will be described and a walk through of how to utilize some of the out of the box evaluators will be given. Additionally, an example of extending the base evaluator to create an evaluator for a custom condition will be presented.

New Video Presentation: Document Assembly

Each month at Zia Consulting we gather to present Lightning Talks–a series of 5-minute presentations on virtually any topic of interest to the group. This month Senior Solutions Engineer Jon Solove presented “Document Assembly” where he discussed how to automatically build documents utilizing boilerplate text, clause libraries, and metadata.

Video Demos: New Features in Ephesoft 3.1 Release

Ephesoft Smart Capture has a new release – Version 3.1. EVP and Capture Practice Lead Pat Myers from Zia Consulting walks through some of the new features of the release in this short demo video.

In the first segment, Pat walks through the some of the new Advanced Key Value Extraction rules, including:

  • Fuzzy Percentage
  • Case Sensitivity/Insensitivity
  • Setting pages and zones to search for values (first page, last page, right side, left side, and more)
  • Generating and testing regular expressions and selecting pre-populated expressions

In the second segment, Pat discusses the previous options for error alerting and logging, and shows the new emailing and downloading capabilities.

 

Video Demo: Building Dynamic Borrower Sites with Crafter Software

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.”

Creating Content by Templates in Alfresco

This lightning talk by Principal Solutions Engineer Gi Lee is a quick introduction to the “create document/folder by template” feature that is available in Alfresco Share, for the Alfresco One 4.2 release. This lightning talk will cover how to create and use document/folder templates, the Share configuration that is available and a quick demo on how to create new folder/document templates from Alfresco Share.