All organizations must inevitably deal with forms - invoices, purchase orders, tax statements, credit applications and many others. Because of their highly structured nature, forms lend themselves quite well to automation in both processing and filing. We provide a rich set of graphical tools that can help you automatically scan and index forms or electronically populate forms for display to users in your organization.

Form scanning can OCR (or barcode recognize) selected areas of a form - often called "zone OCR." The result of the OCR step is used to create a new database record. The new record and the scanned file are then stored in a system or input into a new workflow. Using this technique, piles of paper forms can be quickly made available to your organization.

The Method

During the onsite analysis, a our consultant meets with appropriate operational and managerial staff to observe the current operations and discuss the customer's desired implementation using the software. This is a thorough review and covers the following steps:
• Reconfirm the general nature of the proposed imaging application and establish definite boundaries for this study.
• Interview key end-user personnel involved in the processing of documents relevant to this project.
• Identify, confirm and define the business objectives for this project.
• Identify the current business environment as it affects this project.
• Identify the current systems environment as it affects this project.
• Follow the “document trail” from creation through processing and archiving for documents relevant to this project.
• Review volumes, throughput constraints and document quality.
• Determine their forms processing requirements. - Review documents and forms that are representative of those to be processing using the Solution
• Review and determine the best method of document separation and form identification
• Review and determine end-user’s processing requirements including the desired speed of operation and workflow.
• Review and determine the type and amount of index fields that need to be implemented to achieve end-user’s data capture goals.
• Review and determine the validation rules that need to be applied to each index field of the batch class configuration.
• Review and determine the requirements for releasing the data to a content management system or database.

On completion of the on-site needs analysis, The findings will lead to a solution attributes with following recommendations.

• The recommended method of document separation and form identification.
• The recommended document types.
• The recommended form types.
• The recommended index fields.
• The recommended validation rules for the necessary index fields.
• The recommended number and types of Scan and Capture stations to adequately cover the current and future scan volumes.
• The recommended procedure for releasing index data and images to the desired content management system and/or database
.

The Architecture